Recorded portfolio returns
Metrics computed 2026-10-10T16:45:35.593Z. 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 | 1.81% |
| Past month | 4.29% |
| Past year | 3.89% |
| Since inception | 3.84% |
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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, 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 top 5 by Asset's marketCap Constant 1
Creator's public notes
Revenue Growth. Requires positive 3-year revenue CAGR, then the five largest eligible names by market cap, rebalanced every two weeks. Backtest 2020-01-01 to 2026-08-18 reported +350.25% with 40.38% max drawdown and 1.25 Sortino. Now paper trading forward from 2026-08-18 with no changes.
Review the portfolio before copying
Open the portfolio dashboard to review the displayed performance mode, observation dates and risk metrics. Historical backtests, paper simulations and live account results represent different evidence.
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