Live: Jan 1, 2026 Backtest: 1999–2025 20 positions2 strategies
Jul 27, 2026
● CURRENT RECOMMENDATIONS · Jul 27, 2026 · 0 stocksTop-ranked stocks across all strategies · Updated daily
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5Y Return (Ann.)
+30.4%
vs S&P +12.4%
YTD Return
+24.0%
vs S&P +8.9%
Total Return (5Y)
+276.2%
5Y period
Max Drawdown (5Y)
-14.8%
vs S&P -23.8%
Sharpe Ratio
1.22
risk-adjusted return
Live Track Record
204 days
since Jan 1, 2026
LOG SCALE
Value Stocks
S&P 500
Live Jan 1, 2026
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
Value Stocks
+7.6%
+12.2%
+18.1%
+24.0%
+40.4%
+131.8%
+276.2%
+664.4%
+24.0%
+44572.9%
S&P 500
+0.8%
+3.8%
+7.2%
+8.9%
+18.0%
+69.2%
+79.6%
+301.2%
+8.9%
+870.7%
Excess
+6.8%
+8.4%
+10.9%
+15.1%
+22.4%
+62.6%
+196.6%
+363.2%
+15.1%
+43702.2%
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
DebtReduction
DividendSpecialists
MarketLdrsonSale
MarketLdrsw/Mom.
Value&Quality
WideMoats
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
≥0.85
0.75–0.85
0.65–0.75
<0.65
Theme Description
Pairs Capital Misers and Dividend Specialists — capital-efficient businesses and high-quality dividend payers, united by a focus on cash generation and shareholder returns.
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