Same equity sleeve as the cash-buffer dip-buyer (10 largest-cap names with 0<P/E<=40, equal-weight, quarterly refresh that rotates out names whose P/E expands past 40), but the CASH RESERVE LEVEL is set as the inverse of the observed SPAXX money-market ra
End 2026-06-12 / Value 1,678,978.16 / Return 226.02%
Hold ~70% in 10 equal-weight largest-cap names that pass a 0<P/E<=40 gate (quarterly refresh rotates out names whose P/E expanded past 40 or fell from the top-10 by cap). Keep ~30% cash as dry powder; scale the cash target down by SPY trailing drawdown (>
End 2026-06-12 / Value 1,543,401.49 / Return 199.69%
Hold ~70% in 10 equal-weight largest-cap names that pass a 0<P/E<=40 gate (quarterly refresh rotates out names whose P/E expanded past 40 or fell from the top-10 by cap). Keep ~30% cash as dry powder; scale the cash target down by SPY trailing drawdown (>
End 2026-06-12 / Value 1,543,401.49 / Return 199.69%
One-axis variant of the v1.0 momentum winner: identical machinery (quarterly rotation, top-10 positive-momentum dual-momentum filter, top-15 hysteresis, let-winners-run, equal-weight new money) but ranking uses a 12-MONTH trailing price return instead of
End 2026-06-12 / Value 5,352,747.34 / Return 939.37%
NEGATIVE CONTROL. All-in the single largest-cap non-ETF name, re-checked monthly and rotated whenever a different name becomes largest. Zero diversification by design.
End 2026-06-12 / Value 1,601,230.35 / Return 210.92%
NEGATIVE CONTROL. Quarterly: hold the 10 lowest nominal share-price large caps (>=$15B), equating low price with 'cheap' (the classic fallacy), top-15 hysteresis, equal-weight new money.
End 2026-06-12 / Value 5,176,043.54 / Return 905.06%
NEGATIVE CONTROL. Quarterly: hold the 10 highest positive-P/E large caps (>=$15B), top-15 hysteresis, let winners run, equal-weight new money. Pays up for the most expensive earnings multiples.
End 2026-06-12 / Value 2,568,583.05 / Return 398.75%
Quarterly rotation holding the top ~10 large-cap (>=$15B), non-ETF names ranked by trailing 6-month price return, gated by an absolute-momentum filter (only positive-momentum names held; otherwise cash). Winners are never trimmed (let-winners-run for long
End 2026-06-12 / Value 10,442,997.73 / Return 1,927.77%
Equal-weight (20% each) buy-and-hold of five former high-growth winners (PYPL, ZM, ROKU, DOCU, TDOC) that looked strong pre-2020. Initial $202,500 deployed equally across tradable names on the start date; $2,500 added monthly and split equally; rebalanced
End 2026-06-12 / Value 1,412,648.06 / Return 174.30%
Phase 1 (2016-2021): 100% Technology, market-cap-weighted Top 8. Phase 2 (2022+): 50% Technology Top 8 + 50% AI Hardware (semiconductors/hardware) Top 5, market-cap-weighted within each bucket, duplicate names held once with combined weight. Monthly $2,50
End 2026-06-12 / Value 5,201,437.21 / Return 909.99%
Rule-based US operating-company universe (excludes ETFs/ADRs/REITs/SPACs/holding cos/Berkshire). 2016-2022: 75% Top-8 Technology + 25% Top-5 Non-Tech. 2023+: 45% Top-8 Technology + 30% Top-5 AI Hardware (semis) + 25% Top-5 Non-Tech. Market-cap weighted wi
End 2026-06-12 / Value 2,990,151.32 / Return 480.61%
Rules-based, market-cap-weighted ownership of the 15 largest eligible US common stocks (ETFs/ADRs excluded). Annual January rebalance with hysteresis: sell holdings below rank 20, add new names only at rank 10 or better, rebalance survivors+adds to cap we
End 2026-06-12 / Value 2,357,767.77 / Return 357.82%
Hold the 15 largest companies by observed market cap, equal-weighted (~6.67% each). Rebalance once per year on the first January trading day: sell names that fell out of the Top 15, buy new entrants, restore equal weight (with a +/-20% no-trade band to li
End 2026-06-12 / Value 1,974,529.20 / Return 283.40%
Unspecified strategy
End 2026-06-12 / Value 1,629,280.93 / Return 216.37%
80/20 tech/space sleeves. Initial $200k ($150k tech: AAPL/AMZN/GOOGL/MSFT equal-weight; $50k space: BA/LMT). $2,500/mo DCA split 80% tech, 20% space, equal-weight within sleeves. Tech sleeve = top-5 US technology-segment names by market cap (NVDA excluded
End 2026-06-12 / Value 3,443,066.17 / Return 565.33%
Equally allocate across the fifteen largest 2015 SPY holdings, add the standard monthly contribution, and rebalance annually each January.
End 2026-06-12 / Value 2,123,687.30 / Return 314.38%
Hold a concentrated 4-name large-cap dividend book (CSCO, JPM, CMCSA, ORCL). Each month deposit $2,500 and reinvest it plus all accumulated dividends into the cheapest-P/E holding (value tilt). No sells for the full run to maximize long-term tax treatment
End 2026-06-12 / Value 1,934,791.10 / Return 275.69%