▾ View Stocks
Current Recommendations Model Portfolio Transactions
● CURRENT RECOMMENDATIONS · Jul 27, 2026 · 0 stocks Top-ranked stocks across all strategies · Updated daily
5Y Return (Ann.)
+17.7%
vs S&P +12.4%
YTD Return
+7.2%
vs S&P +8.9%
Total Return (5Y)
+126.0%
5Y period
Max Drawdown (5Y)
-19.9%
vs S&P -23.8%
Sharpe Ratio
1.18
risk-adjusted return
Live Track Record
204 days
since Jan 1, 2026
1M 3M 6M YTD 1Y 3Y 5Y 10Y Launch MAX
LOG SCALE ▼ Show strategies
Drawdown
Annual Returns · bars = theme avg, dots = S&P 500
Excess Return vs S&P 500 · per calendar year
Trailing Returns · backtest 1999–2025 + live 2026
1M 3M 6M YTD 1Y 3Y 5Y 10Y Launch Sim Start Growth Stocks +1.1% +5.9% +7.8% +7.2% +16.5% +57.5% +126.0% +434.0% +7.2% +31178.8% S&P 500 +0.8% +3.8% +7.2% +8.9% +18.0% +69.2% +79.6% +301.2% +8.9% +870.7% Excess +0.3% +2.1% +0.5% -1.7% -1.5% -11.7% +46.4% +132.9% -1.7% +30308.1%
Quarterly Returns · % of quarters in each return bucket
Average Allocation · from live holdings
Market cap
No data available right now.
Sectors
No data available right now.
Strategy Correlations · weekly returns 1999–2026
Buybacks Cap. Misers Debt Reduction Dividend Specialists Market Ldrs on Sale Market Ldrs w/ Mom. Value & Quality Wide Moats Buybacks 1.0 0.70 0.72 0.75 0.77 0.73 0.75 0.70 Cap. Misers 0.70 1.0 0.80 0.77 0.69 0.62 0.63 0.64 Debt Reduction 0.72 0.80 1.0 0.75 0.74 0.69 0.66 0.67 Dividend Specialists 0.75 0.77 0.75 1.0 0.73 0.65 0.64 0.64 Market Ldrs on Sale 0.77 0.69 0.74 0.73 1.0 0.82 0.72 0.70 Market Ldrs w/ Mom. 0.73 0.62 0.69 0.65 0.82 1.0 0.68 0.73 Value & Quality 0.75 0.63 0.66 0.64 0.72 0.68 1.0 0.66 Wide Moats 0.70 0.64 0.67 0.64 0.70 0.73 0.66 1.0
Theme Description
Combines Value & Quality and Wide Moats — two strategies focused on durable competitive advantages, quality fundamentals, and long-term compounding.
Backtest: 1999–2025 · Live: Jan 1, 2026 · Benchmark: S&P 500
Statistics
Theme S&P 500 Excess
Annualized Return +23.2% +8.2% +15.0%
Std Deviation 17.6% 18.9% -1.3%
Max Drawdown -44.1% -55.2% +11.1%
Sharpe Ratio 1.18 0.32 +0.86
Sortino Ratio 1.73 0.46 +1.27
Beta 0.71 1.00 -0.29
Win Rate (annual) 93% — —
% Beating S&P 500
Market Total Win/Loss Win % Up markets 22 14 / 8 64% Down markets 6 5 / 1 83% Overall 28 19 / 9 68%
Realized Trading Stats · quarterly since inception
All Winners Losers Quarters 549 356 (65%) 193 (35%) Avg Return +1.2% +3.4% -3.1% Best / Worst — +21.5% -23.9%
Live daily rankings & full holdings
From $39/mo
Start free trial Disclaimer: The content provided herein is for informational purposes only. It does not constitute an offer or an invitation to subscribe, nor purchase securities, nor is it an investment recommendation. JustStocks' models represent hypothetical or simulated performance, not actual trading. Past performance is no guarantee of future returns.