Model Portfolio track record
Every recorded closed position, with wins, losses, entry dates and exit dates.
| Portfolio | Closed | Wins | Losses | Flat | Median | Average |
|---|---|---|---|---|---|---|
| Core Conviction · Long | 4 | 3 | 1 | 0 | +205.9% | +298.5% |
| Space Stocks to Own Before SpaceX Lifts Off · Long | 4 | 2 | 1 | 1 | +5.3% | +24.5% |
| Betting on Cloud Momentum · Long | 4 | 1 | 3 | 0 | -7.0% | -1.9% |
| Tactical Swings · Long | 3 | 2 | 1 | 0 | +5.3% | +2.5% |
| Earnings Plays Week of 4/20/26 | 3 | 1 | 2 | 0 | -2.1% | -0.1% |
| Middle Class Squeeze · Short | 3 | 1 | 1 | 1 | -0.6% | -1.6% |
| The New Arms Race · Long | 2 | 0 | 2 | 0 | -22.0% | -22.0% |
Every closed position.
Recorded closed Model Portfolio positions, newest exit first.
Closed model portfolio positions, entry to exit, dated. Model results are hypothetical, do not reflect fees or slippage, and past performance does not guarantee future results. The full record, losses included, is public.
The open book.
Every position open right now, in full. Names unlock with Pro.
Open positions are unrealized model results that move with the market. Model results are hypothetical and past performance does not guarantee future results. The tickers, entries, and targets unlock with Pro.
We publish the exit before we need it.
Every position goes up with an entry and a target on day one. A stop was set on 20 of 23 closed positions and on 1 of 12 open. When a stop or target hits, we send the alert, close the line, and the trade stays on this page either way.
Do the scores work?
The evidence page backtests the scores themselves against the covered universe, including the honest misses.
How the record is kept.
- ✓ The closed record counts every closed, non-archived position with realized P&L recorded.
- ✓ Every result is measured entry to exit, and both dates are shown.
- ✓ Model results are hypothetical and do not reflect fees or slippage.
- ✓ Open position gains are unrealized until the line is closed.
- ✓ The record includes losses. Red numbers stay on the page.
- ✓ Nothing is removed after the fact.
Get the analyst, the data, and the trades.
One membership unlocks the analyst, the scores on nearly 4,000 stocks, the model portfolios, and the public record. You keep access through your term if you turn renewal off.
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