Recorded portfolio returns
Metrics computed 2026-10-10T16:45:35.583Z. These are paper trading observations, not a backtest or a forecast. Returns come from the stored equity history. Review deposits and withdrawals alongside equity-based percentages.
| Past week | 3.12% |
| Past month | 6.31% |
| Past year | 8.52% |
| Since inception | 8.46% |
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Public strategy rules
From U.S. stocks, keep those where 3-year yearly growth rate in total revenue is above 0 and 63-day return is above 0 and 126-day return is above 0 and 252-day return is above 0, then keep the 20 with the highest (63-day return plus 126-day return) plus 252-day return, then buy the 5 largest by market value. Put the same amount in each. Rebalance whenever days since the last filled buy order is at or above 14 and days since the last filled sell order is at or above 14.
Rebalance US stocks weighted by Constant 1, max 5 assets # of Days Since the Last Filled Buy Order ≥ Constant 14 and # of Days Since the Last Filled Sell Order ≥ Constant 14 3 Year totalRevenue CAGR > Constant 0 and 63 Day Rate of Change > Constant 0 and 126 Day Rate of Change > Constant 0 and 252 Day Rate of Change > Constant 0 top 20 by 63 Day Rate of Change + 126 Day Rate of Change + 252 Day Rate of Change top 5 by Asset's marketCap Constant 1
Creator's public notes
Growth Plus Momentum. Requires positive 3-year revenue CAGR and positive momentum across 63, 126, and 252 days, then the five largest eligible names by market cap. Backtest 2020-01-01 to 2026-08-18 reported +1,398.98% with 47.62% max drawdown and 1.45 Sortino. Now paper trading forward from 2026-08-18 with no changes.
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