Equity curve
2025-08-11 → 2026-07-27 (50 weeks)
Performance
| Metric | Strategy | SPY (hold) | SMH (hold) |
|---|---|---|---|
| Total return | 56.02% | 18.15% | 92.76% |
| CAGR | 59.07% | 19.01% | 98.35% |
| Max drawdown | -28.10% | -7.07% | -15.58% |
| Sharpe (rfr 4%) | 1.06 | 1.34 | 2.27 |
Upcoming signal
Based on data through 2026-07-31Capital to be deployed at next Monday's open: $
| Ticker | Allocation % | Allocation $ | 1-Week Change | 4-Week Change | Industry |
|---|---|---|---|---|---|
| PANW | 28% | 2.48% | -4.66% | Technology: Computer Sftwr-Security | |
| CRWD | 20% | 4.14% | -1.61% | Technology: Computer Sftwr-Security | |
| STX | 20% | 0.52% | 4.39% | Technology: Computer-Data Storage | |
| WDC | 19% | 4.82% | 1.08% | Technology: Computer-Data Storage | |
| FTNT | 12% | 6.29% | 3.65% | Technology: Computer Sftwr-Security |
Weekly detail
* indicates positions sold mid-week on the 15% trailing stop
| Decision date | Entry date | Exit date | Strat. wk % | SPY wk % | SMH wk % | Cumulative % | # | Picks |
|---|---|---|---|---|---|---|---|---|
| 2025-08-09 | 2025-08-11 | 2025-08-18 | -3.13% | 0.85% | 0.14% | -3.13% | 7 | PLTR, AMD, SHOP, ANET, GEV, SYM, APP |
| 2025-08-16 | 2025-08-18 | 2025-08-25 | -2.86% | 0.18% | -0.40% | -5.90% | 5 | ANET, GEV, BBVA, HOOD*, DB |
| 2025-08-23 | 2025-08-25 | 2025-09-02 | -2.37% | -1.02% | -3.63% | -8.13% | 4 | CVNA, HOOD, ALNY, EBAY |
| 2025-08-30 | 2025-09-02 | 2025-09-08 | 10.03% | 1.74% | 4.26% | 1.08% | 3 | APP, HOOD, CRWV |
| 2025-09-06 | 2025-09-08 | 2025-09-15 | 2.94% | 1.70% | 2.94% | 4.05% | 1 | SMH |
| 2025-09-13 | 2025-09-15 | 2025-09-22 | 3.35% | 0.67% | 4.10% | 7.54% | 3 | ORCL, APP, MU |
| 2025-09-20 | 2025-09-22 | 2025-09-29 | -5.06% | 0.33% | 2.65% | 2.10% | 5 | ORCL, APP, MU, SYM*, HOOD |
| 2025-09-27 | 2025-09-29 | 2025-10-06 | 11.62% | 1.09% | 6.41% | 13.97% | 5 | APP, MU, INTC, LRCX, HOOD |
| 2025-10-04 | 2025-10-06 | 2025-10-13 | -6.18% | -1.63% | -2.31% | 6.93% | 7 | APP*, MU, LRCX, SYM, INTC, HOOD, GDC* |
| 2025-10-11 | 2025-10-13 | 2025-10-20 | 5.36% | 1.01% | 2.52% | 12.67% | 5 | AMD, MU, SYM*, INTC, DELL |
| 2025-10-18 | 2025-10-20 | 2025-10-27 | 2.83% | 2.31% | 3.37% | 15.86% | 5 | AMD, MU, SYM, INTC, NEM |
| 2025-10-25 | 2025-10-27 | 2025-11-03 | 5.27% | 0.43% | 2.80% | 21.96% | 5 | AMD, MU, LRCX, SYM, HOOD |
| 2025-11-01 | 2025-11-03 | 2025-11-10 | -4.73% | -1.23% | -2.76% | 16.20% | 3 | AMD, MU, SYM* |
| 2025-11-08 | 2025-11-10 | 2025-11-17 | -4.37% | -1.11% | -4.37% | 11.13% | 1 | SMH |
| 2025-11-15 | 2025-11-17 | 2025-11-24 | -3.78% | -1.05% | -3.78% | 6.92% | 1 | SMH |
| 2025-11-22 | 2025-11-24 | 2025-12-01 | 6.03% | 2.43% | 6.03% | 13.37% | 1 | SMH |
| 2025-11-29 | 2025-12-01 | 2025-12-08 | -3.56% | 1.15% | 5.52% | 9.34% | 4 | SYM*, B, WBD, WDC |
| 2025-12-06 | 2025-12-08 | 2025-12-15 | -2.71% | -0.12% | -2.71% | 6.38% | 1 | SMH |
| 2025-12-13 | 2025-12-15 | 2025-12-22 | 2.91% | 0.03% | 1.51% | 9.47% | 6 | APP, CVNA, WBD, B, STX, WDC |
| 2025-12-20 | 2025-12-22 | 2025-12-29 | -1.92% | 0.53% | 0.07% | 7.37% | 4 | MU, APP, CVNA, NEM |
| 2025-12-27 | 2025-12-29 | 2026-01-05 | 4.76% | -0.15% | 5.26% | 12.48% | 4 | MU, APP, LRCX, B |
| 2026-01-03 | 2026-01-05 | 2026-01-12 | 8.53% | 0.60% | 1.03% | 22.08% | 4 | MU, LRCX, NEM, B |
| 2026-01-10 | 2026-01-12 | 2026-01-20 | 5.15% | -1.33% | 1.94% | 28.36% | 4 | MU, LRCX, INTC, SCCO |
| 2026-01-17 | 2026-01-20 | 2026-01-26 | 3.71% | 1.32% | 1.33% | 33.12% | 6 | ASML, MU, LRCX, AMAT, INTC*, SCCO |
| 2026-01-24 | 2026-01-26 | 2026-02-02 | 2.65% | -0.13% | 0.12% | 36.65% | 4 | ASML, MU, LRCX, AMAT |
| 2026-01-31 | 2026-02-02 | 2026-02-09 | -3.06% | -0.02% | 0.01% | 32.46% | 6 | ASML, MU*, LRCX*, AMAT*, INTC, SCCO |
| 2026-02-07 | 2026-02-09 | 2026-02-17 | 0.70% | -1.35% | 0.95% | 33.39% | 5 | MU, LRCX, INTC, SCCO, GLW |
| 2026-02-14 | 2026-02-17 | 2026-02-23 | 3.95% | 1.13% | 2.70% | 38.66% | 4 | MU, CAT, AMAT, GLW |
| 2026-02-21 | 2026-02-23 | 2026-03-02 | -3.21% | -1.33% | -3.95% | 34.20% | 4 | MU, LRCX, AMAT, GLW |
| 2026-02-28 | 2026-03-02 | 2026-03-09 | -8.95% | -1.81% | -5.41% | 22.19% | 5 | MU, GLW*, VRT, WDC, SNDK* |
| 2026-03-07 | 2026-03-09 | 2026-03-16 | 1.46% | 0.30% | 5.16% | 23.97% | 6 | CNQ, EQNR, VLO, PBR, TRGP, AXON* |
| 2026-03-14 | 2026-03-16 | 2026-03-23 | -0.72% | -1.27% | -0.45% | 23.07% | 5 | MU, CNQ, SNDK, WDC, EQNR |
| 2026-03-21 | 2026-03-23 | 2026-03-30 | 0.00% | -2.73% | -4.00% | 23.07% | 0 | SPY below its 200-day MA |
| 2026-03-28 | 2026-03-30 | 2026-04-06 | 0.00% | 2.46% | 4.27% | 23.07% | 0 | SPY below its 200-day MA |
| 2026-04-04 | 2026-04-06 | 2026-04-13 | 0.00% | 3.29% | 10.41% | 23.07% | 0 | SPY below its 200-day MA |
| 2026-04-11 | 2026-04-13 | 2026-04-20 | 5.46% | 4.63% | 6.88% | 29.79% | 8 | LRCX, INTC, GEV, GLW, SNDK, WDC, STX, MRVL |
| 2026-04-18 | 2026-04-20 | 2026-04-27 | 13.43% | 0.62% | 9.59% | 47.22% | 6 | INTC, GLW, SNDK, WDC, STX, MRVL |
| 2026-04-25 | 2026-04-27 | 2026-05-04 | 7.89% | 0.97% | 0.64% | 58.84% | 4 | AMD, MU, INTC, ARM |
| 2026-05-02 | 2026-05-04 | 2026-05-11 | 31.44% | 2.27% | 11.28% | 108.79% | 5 | MU, AMD, INTC, SNDK, STX |
| 2026-05-09 | 2026-05-11 | 2026-05-18 | -9.63% | 0.46% | -0.84% | 88.69% | 4 | MU, AMD, INTC*, SNDK* |
| 2026-05-16 | 2026-05-18 | 2026-05-26 | 6.37% | 1.38% | 4.62% | 100.72% | 5 | MU, STX, WDC, MRVL, VRT* |
| 2026-05-23 | 2026-05-26 | 2026-06-01 | 8.10% | 0.71% | 0.76% | 116.98% | 5 | MU, AMD, INTC, ARM, QCOM |
| 2026-05-30 | 2026-06-01 | 2026-06-08 | -7.60% | -1.59% | 0.19% | 100.49% | 5 | MU*, AMD*, INTC*, ARM*, DELL* |
| 2026-06-06 | 2026-06-08 | 2026-06-15 | -0.35% | 1.14% | 7.75% | 99.79% | 6 | CSCO, ARM*, MRVL*, PANW, STX, WDC |
| 2026-06-13 | 2026-06-15 | 2026-06-22 | 7.84% | -0.30% | 4.17% | 115.45% | 7 | MU, AMD, INTC, AMAT, ARM, KLAC, SNDK |
| 2026-06-20 | 2026-06-22 | 2026-06-29 | -8.98% | -1.49% | -8.25% | 96.10% | 7 | MU*, AMD, INTC, AMAT, ARM*, KLAC, SNDK* |
| 2026-06-27 | 2026-06-29 | 2026-07-06 | -4.32% | 1.66% | -1.30% | 87.63% | 7 | MU*, AMD, INTC*, AMAT*, LRCX*, KLAC*, SNDK* |
| 2026-07-04 | 2026-07-06 | 2026-07-13 | -2.81% | 0.50% | -1.49% | 82.35% | 5 | AMD, AMAT*, PANW, DELL, CRWD |
| 2026-07-11 | 2026-07-13 | 2026-07-20 | -10.89% | -0.72% | -4.89% | 62.49% | 5 | MU*, AMD*, ARM*, SNDK*, DELL* |
| 2026-07-18 | 2026-07-20 | 2026-07-27 | -3.99% | -0.29% | -0.50% | 56.02% | 9 | PANW, CRWD, FTNT, NET, SNOW, DDOG, VLO, MPC, PSX |
| 2026-07-25 | 2026-07-27 | 2026-08-03 | — | — | — | — | 4 | AMD*, DELL*, STX*, MRVL* |