Since start vs SPY
+49.05%
Relative performance
1D relative move
-3.84%
Strategy minus benchmark
Weekly relative move
-6.07%
2026-07-08 -> 2026-07-16
Rebalance cadence
84d
Next: 2026-07-17
Latest signal basket
MU
STOCK
alloc
10.00%
mom +440.79%
WDC
STOCK
alloc
10.00%
mom +355.91%
STX
STOCK
alloc
10.00%
mom +253.11%
FIX
STOCK
alloc
10.00%
mom +182.96%
CAT
STOCK
alloc
10.00%
mom +123.70%
PWR
STOCK
alloc
10.00%
mom +91.88%
If starting today: this is the latest basket a new entry would buy.
Generated: 2026-07-17T05:15:19.853Z
Current model holdings
WDC
10.00%
MU
10.00%
STX
10.00%
CAT
10.00%
NEM
10.00%
VLO
10.00%
The public paper track record follows these live held positions until the next rebalance.
Last rebalance date: 2026-04-24
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, WDC, STX, FIX, CAT +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 +440.79% to +65.01%.
Join Today
If you start today, this is the basket to buy: MU, WDC, STX, FIX, CAT +5 more.
- That basket is sized at 10.00% each for a fresh entry.
- The published track record still follows current model holdings (WDC, MU, STX, CAT, NEM +5 more), so new-entry guidance and anchor-account history can differ between rebalance dates.
- Next rebalance: 2026-07-17.
Pending Rotation
The latest signal basket and current model holdings still differ because the anchor paper account is waiting for the next rebalance instead of rotating immediately.
- Names already in the latest signal basket but not yet in held positions: FIX, PWR, LLY.
- Names still held by the anchor model account but no longer in the latest signal basket: NEM, AMD, JNJ.
- The model rebalances on a 84-day cadence. Next rebalance: 2026-07-17.
- Current planned trade preview: SELL AMD -10.00% | BUY FIX +10.00% | SELL JNJ -10.00% | BUY LLY +10.00%.
Detailed performance table
| Metric | Strategy | SPY | Delta |
|---|---|---|---|
| 1D | -4.39% | -0.54% | -3.84% |
| Since start | +57.22% | +8.17% | +49.05% |
| Since rebalance | +19.50% | +5.15% | +14.35% |
| Index | 157.219 | 108.171 | - |
Latest signal basket table
| Symbol | Type | Alloc | Momentum |
|---|---|---|---|
| MU | STOCK | 10.00% | +440.79% |
| WDC | STOCK | 10.00% | +355.91% |
| STX | STOCK | 10.00% | +253.11% |
| FIX | STOCK | 10.00% | +182.96% |
| CAT | STOCK | 10.00% | +123.70% |
| PWR | STOCK | 10.00% | +91.88% |
| GOOGL | STOCK | 10.00% | +82.00% |
| VLO | STOCK | 10.00% | +81.98% |
| GOOG | STOCK | 10.00% | +80.11% |
| LLY | STOCK | 10.00% | +65.01% |
Current model holdings table
| Symbol | Alloc |
|---|---|
| WDC | 10.00% |
| MU | 10.00% |
| STX | 10.00% |
| CAT | 10.00% |
| NEM | 10.00% |
| VLO | 10.00% |
| GOOGL | 10.00% |
| GOOG | 10.00% |
| AMD | 10.00% |
| JNJ | 10.00% |