Since start vs SPY
+52.29%
Relative performance
1D relative move
-0.15%
Strategy minus benchmark
Weekly relative move
-2.18%
2026-09-30 -> 2026-10-08
Rebalance cadence
84d
Next: 2027-01-01
Latest signal basket
MU
STOCK
alloc
10.00%
mom +278.77%
INTC
STOCK
alloc
10.00%
mom +159.51%
STX
STOCK
alloc
10.00%
mom +148.07%
VLO
STOCK
alloc
10.00%
mom +123.63%
MPC
STOCK
alloc
10.00%
mom +108.65%
PSX
STOCK
alloc
10.00%
mom +91.95%
If starting today: this is the latest basket a new entry would buy.
Generated: 2026-10-15T05:15:20.890Z
Current model holdings
MU
10.00%
STX
10.00%
INTC
10.00%
VLO
10.00%
MPC
10.00%
PSX
10.00%
The public paper track record follows these live held positions until the next rebalance.
Last rebalance date: 2026-10-09
Note: the latest signal basket and current model holdings can differ between rebalance dates. New-entry guidance uses the latest signal basket; the published track record continues to follow current model holdings until the rebalance window is due.
Why This Basket
The latest signal basket currently favors 10 names: MU, INTC, STX, VLO, MPC +5 more.
- Market regime in the published signal payload is narrow (dispersion 0.00).
- Current target weights are 10.00% each.
- Published momentum range across the basket is +278.77% to +57.23%.
Join Today
If you start today, this is the basket to buy: MU, INTC, STX, VLO, MPC +5 more.
- That basket is sized at 10.00% each for a fresh entry.
- The published track record still follows current model holdings (MU, STX, INTC, VLO, MPC +5 more), so new-entry guidance and anchor-account history can differ between rebalance dates.
- Next rebalance: 2027-01-01.
Pending Rotation
There is no current drift: the model holdings already match the latest signal basket.
- Current model holdings already match the latest signal basket, so there are no pending adds or removals.
- Last rebalance date: 2026-10-09.
Detailed performance table
| Metric | Strategy | SPY | Delta |
|---|---|---|---|
| 1D | -1.23% | -1.08% | -0.15% |
| Since start | +63.19% | +10.89% | +52.29% |
| Since rebalance | -2.15% | -1.15% | -0.99% |
| Index | 163.187 | 110.894 | - |
Latest signal basket table
| Symbol | Type | Alloc | Momentum |
|---|---|---|---|
| MU | STOCK | 10.00% | +278.77% |
| INTC | STOCK | 10.00% | +159.51% |
| STX | STOCK | 10.00% | +148.07% |
| VLO | STOCK | 10.00% | +123.63% |
| MPC | STOCK | 10.00% | +108.65% |
| PSX | STOCK | 10.00% | +91.95% |
| TGT | STOCK | 10.00% | +67.99% |
| FCX | STOCK | 10.00% | +65.94% |
| FIX | STOCK | 10.00% | +62.02% |
| MRK | STOCK | 10.00% | +57.23% |
Current model holdings table
| Symbol | Alloc |
|---|---|
| MU | 10.00% |
| STX | 10.00% |
| INTC | 10.00% |
| VLO | 10.00% |
| MPC | 10.00% |
| PSX | 10.00% |
| FCX | 10.00% |
| TGT | 10.00% |
| MRK | 10.00% |
| FIX | 10.00% |