Since start vs SPY
+19.65%
Relative performance
1D relative move
+4.68%
Strategy minus benchmark
Weekly relative move
+15.79%
2026-03-27 -> 2026-04-08
Rebalance cadence
84d
Next: 2026-04-23
Latest signal basket
WDC
STOCK
alloc
20.00%
mom +476.63%
STX
STOCK
alloc
20.00%
mom +279.16%
MU
STOCK
alloc
20.00%
mom +269.57%
WBD
STOCK
alloc
20.00%
mom +192.67%
INTC
STOCK
alloc
20.00%
mom +111.29%
If starting today: this is the latest basket a new entry would buy.
Generated: 2026-04-16T02:00:34.962Z
Current model holdings
WDC
33.33%
MU
33.33%
STX
33.33%
The public paper track record follows these live held positions until the next rebalance.
Last rebalance date: 2026-01-29
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 5 names: WDC, STX, MU, WBD, INTC.
- Market regime in the published signal payload is narrow (dispersion 0.00).
- Current target weights are 20.00% each.
- Published momentum range across the basket is +476.63% to +111.29%.
Join Today
If you start today, this is the basket to buy: WDC, STX, MU, WBD, INTC.
- That basket is sized at 20.00% each for a fresh entry.
- The published track record still follows current model holdings (WDC, MU, STX), so new-entry guidance and anchor-account history can differ between rebalance dates.
- Next rebalance: 2026-04-23.
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: WBD, INTC.
- There are no pending removals from the current model account.
- The model rebalances on a 84-day cadence. Next rebalance: 2026-04-23.
- Current planned trade preview: BUY INTC +20.00% | BUY WBD +20.00% | SELL MU -13.33% | SELL STX -13.33%.
Detailed performance table
| Metric | Strategy | SPY | Delta |
|---|---|---|---|
| 1D | +5.89% | +1.22% | +4.68% |
| Since start | +19.71% | +0.06% | +19.65% |
| Since rebalance | +19.71% | +0.06% | +19.65% |
| Index | 119.709 | 100.063 | - |
Latest signal basket table
| Symbol | Type | Alloc | Momentum |
|---|---|---|---|
| WDC | STOCK | 20.00% | +476.63% |
| STX | STOCK | 20.00% | +279.16% |
| MU | STOCK | 20.00% | +269.57% |
| WBD | STOCK | 20.00% | +192.67% |
| INTC | STOCK | 20.00% | +111.29% |
Current model holdings table
| Symbol | Alloc |
|---|---|
| WDC | 33.33% |
| MU | 33.33% |
| STX | 33.33% |