Equity curve
2025-07-28 → 2026-07-13 (50 weeks)
Performance
| Metric | Strategy | SPY (hold) | SMH (hold) |
|---|---|---|---|
| Total return | 111.00% | 19.35% | 107.01% |
| CAGR | 117.97% | 20.27% | 113.68% |
| Max drawdown | -14.98% | -7.07% | -10.79% |
| Sharpe (rfr 4%) | 1.73 | 1.41 | 2.57 |
Upcoming signal
Based on data through 2026-07-17Capital to be deployed at next Monday's open: $
| Ticker | Allocation % | Allocation $ | 1-Week Change | 4-Week Change | Industry |
|---|---|---|---|---|---|
| PANW | 25% | 10.05% | 24.64% | Technology: Computer Sftwr-Security | |
| CRWD | 18% | 8.49% | 18.61% | Technology: Computer Sftwr-Security | |
| FTNT | 10% | 2.60% | 11.66% | Technology: Computer Sftwr-Security | |
| NET | 8% | 3.45% | 23.92% | Technology: Computer Sftwr-Enterprse | |
| SNOW | 8% | 2.85% | 15.76% | Technology: Computer Sftwr-Database | |
| DDOG | 8% | 0.45% | 16.00% | Technology: Computer Sftwr-Enterprse | |
| VLO | 8% | 10.32% | 31.04% | Energy: Oil&Gas-Refining/Mktg | |
| MPC | 8% | 10.17% | 28.69% | Energy: Oil&Gas-Refining/Mktg | |
| PSX | 7% | 9.82% | 24.51% | Energy: Oil&Gas-Refining/Mktg |
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 |
|---|---|---|---|---|---|---|---|---|
| 2025-07-26 | 2025-07-28 | 2025-08-04 | 0.37% | -1.85% | -1.20% | 0.37% | 5 | ORCL, PLTR, AMD, GEV, SYM |
| 2025-08-02 | 2025-08-04 | 2025-08-11 | 5.41% | 1.88% | 2.87% | 5.80% | 6 | PLTR, AMD, GEV, SYM*, HOOD, RBLX |
| 2025-08-09 | 2025-08-11 | 2025-08-18 | -3.13% | 0.85% | 0.14% | 2.48% | 7 | PLTR, AMD, SHOP, GEV, ANET, SYM, APP |
| 2025-08-16 | 2025-08-18 | 2025-08-25 | -2.86% | 0.18% | -0.40% | -0.44% | 5 | ANET, GEV, BBVA, HOOD*, DB |
| 2025-08-23 | 2025-08-25 | 2025-09-02 | -1.97% | -1.02% | -3.63% | -2.40% | 5 | CVNA, ANET, BBVA, HOOD, ALNY |
| 2025-08-30 | 2025-09-02 | 2025-09-08 | 10.39% | 1.74% | 4.26% | 7.73% | 4 | ANET, APP, SYM, HOOD |
| 2025-09-06 | 2025-09-08 | 2025-09-15 | 4.57% | 1.70% | 2.94% | 12.65% | 3 | AVGO, CVNA, APP |
| 2025-09-13 | 2025-09-15 | 2025-09-22 | 3.66% | 0.67% | 4.10% | 16.77% | 4 | ORCL, APP, MU, HOOD |
| 2025-09-20 | 2025-09-22 | 2025-09-29 | -5.06% | 0.33% | 2.65% | 10.86% | 5 | ORCL, APP, MU, SYM*, HOOD |
| 2025-09-27 | 2025-09-29 | 2025-10-06 | 11.63% | 1.09% | 6.41% | 23.76% | 5 | APP, MU, INTC, LRCX, HOOD |
| 2025-10-04 | 2025-10-06 | 2025-10-13 | -5.93% | -1.63% | -2.31% | 16.42% | 6 | APP*, MU, LRCX, SYM, INTC, HOOD |
| 2025-10-11 | 2025-10-13 | 2025-10-20 | 5.36% | 1.01% | 2.52% | 22.66% | 5 | AMD, MU, SYM*, INTC, DELL |
| 2025-10-18 | 2025-10-20 | 2025-10-27 | 2.81% | 2.31% | 3.37% | 26.11% | 5 | AMD, MU, SYM, INTC, NEM |
| 2025-10-25 | 2025-10-27 | 2025-11-03 | 5.27% | 0.43% | 2.80% | 32.76% | 5 | AMD, MU, LRCX, SYM, HOOD |
| 2025-11-01 | 2025-11-03 | 2025-11-10 | -4.73% | -1.23% | -2.76% | 26.49% | 3 | AMD, MU, SYM* |
| 2025-11-08 | 2025-11-10 | 2025-11-17 | -5.68% | -1.11% | -4.37% | 19.30% | 3 | MU, LRCX, STX* |
| 2025-11-15 | 2025-11-17 | 2025-11-24 | -3.78% | -1.05% | -3.78% | 14.78% | 1 | SMH |
| 2025-11-22 | 2025-11-24 | 2025-12-01 | 6.03% | 2.43% | 6.03% | 21.71% | 1 | SMH |
| 2025-11-29 | 2025-12-01 | 2025-12-08 | 5.52% | 1.15% | 5.52% | 28.43% | 1 | SMH |
| 2025-12-06 | 2025-12-08 | 2025-12-15 | -2.71% | -0.12% | -2.71% | 24.95% | 1 | SMH |
| 2025-12-13 | 2025-12-15 | 2025-12-22 | 2.91% | 0.03% | 1.51% | 28.59% | 6 | APP, CVNA, WBD, B, STX, WDC |
| 2025-12-20 | 2025-12-22 | 2025-12-29 | -1.42% | 0.53% | 0.07% | 26.76% | 5 | MU, APP, LRCX, CVNA, NEM |
| 2025-12-27 | 2025-12-29 | 2026-01-05 | 4.54% | -0.15% | 5.26% | 32.51% | 4 | MU, APP, LRCX, NEM |
| 2026-01-03 | 2026-01-05 | 2026-01-12 | 8.53% | 0.60% | 1.03% | 43.82% | 4 | MU, LRCX, NEM, B |
| 2026-01-10 | 2026-01-12 | 2026-01-20 | 5.15% | -1.33% | 1.94% | 51.22% | 4 | MU, LRCX, INTC, SCCO |
| 2026-01-17 | 2026-01-20 | 2026-01-26 | 3.71% | 1.32% | 1.33% | 56.84% | 6 | ASML, MU, LRCX, AMAT, INTC*, SCCO |
| 2026-01-24 | 2026-01-26 | 2026-02-02 | 2.65% | -0.13% | 0.12% | 60.99% | 4 | ASML, MU, LRCX, AMAT |
| 2026-01-31 | 2026-02-02 | 2026-02-09 | -3.07% | -0.02% | 0.01% | 56.06% | 6 | ASML, MU*, LRCX*, AMAT*, INTC, SCCO |
| 2026-02-07 | 2026-02-09 | 2026-02-17 | 0.71% | -1.35% | 0.95% | 57.16% | 5 | MU, LRCX, INTC, SCCO, GLW |
| 2026-02-14 | 2026-02-17 | 2026-02-23 | 3.95% | 1.13% | 2.70% | 63.36% | 4 | MU, CAT, AMAT, GLW |
| 2026-02-21 | 2026-02-23 | 2026-03-02 | -4.19% | -1.33% | -3.95% | 56.51% | 4 | MU, CAT, LRCX, AMAT |
| 2026-02-28 | 2026-03-02 | 2026-03-09 | -9.65% | -1.81% | -5.41% | 41.41% | 6 | MU, GLW*, AEM*, VRT, WDC, SNDK* |
| 2026-03-07 | 2026-03-09 | 2026-03-16 | 0.86% | 0.30% | 5.16% | 42.62% | 7 | CNQ, EQNR, VLO, PBR, TRGP, AXON*, ESLT |
| 2026-03-14 | 2026-03-16 | 2026-03-23 | -0.72% | -1.27% | -0.45% | 41.59% | 5 | MU, CNQ, SNDK, WDC, EQNR |
| 2026-03-21 | 2026-03-23 | 2026-03-30 | 0.00% | -2.73% | -4.00% | 41.59% | 0 | SPY below its 200-day MA |
| 2026-03-28 | 2026-03-30 | 2026-04-06 | 0.00% | 2.46% | 4.27% | 41.59% | 0 | SPY below its 200-day MA |
| 2026-04-04 | 2026-04-06 | 2026-04-13 | 0.00% | 3.29% | 10.41% | 41.59% | 0 | SPY below its 200-day MA |
| 2026-04-11 | 2026-04-13 | 2026-04-20 | 5.45% | 4.63% | 6.88% | 49.30% | 8 | LRCX, INTC, GEV, GLW, SNDK, WDC, STX, MRVL |
| 2026-04-18 | 2026-04-20 | 2026-04-27 | 13.42% | 0.62% | 9.59% | 69.33% | 6 | INTC, GLW, SNDK, WDC, STX, MRVL |
| 2026-04-25 | 2026-04-27 | 2026-05-04 | 7.83% | 0.97% | 0.64% | 82.60% | 4 | AMD, MU, INTC, GLW* |
| 2026-05-02 | 2026-05-04 | 2026-05-11 | 29.93% | 2.27% | 11.28% | 137.24% | 5 | MU, AMD, INTC, TXN, SNDK |
| 2026-05-09 | 2026-05-11 | 2026-05-18 | -9.58% | 0.46% | -0.84% | 114.51% | 5 | MU, AMD, INTC*, SNDK*, QCOM* |
| 2026-05-16 | 2026-05-18 | 2026-05-26 | 6.38% | 1.38% | 4.62% | 128.20% | 5 | MU, STX, WDC, MRVL, VRT* |
| 2026-05-23 | 2026-05-26 | 2026-06-01 | 6.61% | 0.71% | 0.76% | 143.29% | 5 | MU, AMD, INTC, QCOM, SNDK |
| 2026-05-30 | 2026-06-01 | 2026-06-08 | -7.79% | -1.59% | 0.19% | 124.33% | 5 | MU*, AMD*, INTC*, DELL*, SNDK* |
| 2026-06-06 | 2026-06-08 | 2026-06-15 | 3.10% | 1.14% | 7.75% | 131.29% | 5 | CSCO, MRVL*, PANW, STX, WDC |
| 2026-06-13 | 2026-06-15 | 2026-06-22 | 7.30% | -0.30% | 4.17% | 148.17% | 6 | MU, AMD, INTC, AMAT, KLAC, SNDK |
| 2026-06-20 | 2026-06-22 | 2026-06-29 | -8.16% | -1.49% | -8.25% | 127.91% | 6 | MU*, AMD, INTC, AMAT, KLAC, SNDK* |
| 2026-06-27 | 2026-06-29 | 2026-07-06 | -4.32% | 1.66% | -1.30% | 118.05% | 7 | MU*, AMD, INTC*, AMAT*, LRCX*, KLAC*, SNDK* |
| 2026-07-04 | 2026-07-06 | 2026-07-13 | -3.24% | 0.50% | -1.49% | 111.00% | 6 | AMD, AMAT*, GEV, PANW, DELL, CRWD |
| 2026-07-11 | 2026-07-13 | 2026-07-20 | — | — | — | — | 5 | MU*, AMD*, AMAT*, SNDK*, DELL* |