Since start vs SPY
+52.23%
Relative performance
1D relative move
-0.25%
Strategy minus benchmark
Weekly relative move
-1.29%
2026-08-19 -> 2026-08-27
Rebalance cadence
84d
Next: 2026-10-09
Latest signal basket
MU
STOCK
alloc
10.00%
mom +320.38%
STX
STOCK
alloc
10.00%
mom +272.09%
WDC
STOCK
alloc
10.00%
mom +267.80%
VLO
STOCK
alloc
10.00%
mom +81.08%
CAT
STOCK
alloc
10.00%
mom +71.57%
FCX
STOCK
alloc
10.00%
mom +70.91%
If starting today: this is the latest basket a new entry would buy.
Generated: 2026-08-31T05:15:20.248Z
Current model holdings
MU
10.00%
WDC
10.00%
STX
10.00%
FIX
10.00%
CAT
10.00%
PWR
10.00%
The public paper track record follows these live held positions until the next rebalance.
Last rebalance date: 2026-07-17
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, STX, WDC, VLO, 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 +320.38% to +59.87%.
Join Today
If you start today, this is the basket to buy: MU, STX, WDC, VLO, CAT +5 more.
- That basket is sized at 10.00% each for a fresh entry.
- The published track record still follows current model holdings (MU, WDC, STX, FIX, CAT +5 more), so new-entry guidance and anchor-account history can differ between rebalance dates.
- Next rebalance: 2026-10-09.
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: FCX, ROST, MRK, TGT.
- Names still held by the anchor model account but no longer in the latest signal basket: FIX, PWR, GOOGL, GOOG.
- The model rebalances on a 84-day cadence. Next rebalance: 2026-10-09.
- Current planned trade preview: BUY FCX +10.00% | SELL FIX -10.00% | SELL GOOG -10.00% | SELL GOOGL -10.00%.
Detailed performance table
| Metric | Strategy | SPY | Delta |
|---|---|---|---|
| 1D | -0.48% | -0.23% | -0.25% |
| Since start | +63.08% | +10.85% | +52.23% |
| Since rebalance | +3.39% | +3.51% | -0.12% |
| Index | 163.083 | 110.854 | - |
Latest signal basket table
| Symbol | Type | Alloc | Momentum |
|---|---|---|---|
| MU | STOCK | 10.00% | +320.38% |
| STX | STOCK | 10.00% | +272.09% |
| WDC | STOCK | 10.00% | +267.80% |
| VLO | STOCK | 10.00% | +81.08% |
| CAT | STOCK | 10.00% | +71.57% |
| FCX | STOCK | 10.00% | +70.91% |
| ROST | STOCK | 10.00% | +66.32% |
| MRK | STOCK | 10.00% | +65.17% |
| TGT | STOCK | 10.00% | +62.68% |
| SLB | STOCK | 10.00% | +59.87% |
Current model holdings table
| Symbol | Alloc |
|---|---|
| MU | 10.00% |
| WDC | 10.00% |
| STX | 10.00% |
| FIX | 10.00% |
| CAT | 10.00% |
| PWR | 10.00% |
| GOOGL | 10.00% |
| GOOG | 10.00% |
| VLO | 10.00% |
| SLB | 10.00% |