Every rated call the advisor has published, scored against prices that did not exist when it was published. Entry is the first close after publication — the price a reader could actually have paid, never the close the report already knew. Open positions are listed and marked to the latest close rather than held back until they resolve. Hold and Watch calls make no directional claim, so they are excluded from the hit rate instead of being counted as wins. This is a record of what was said and what happened next. It is not a prediction, and it is not investment advice.
Both rates are shown on purpose. Quoting only the closed number would let unresolved losers sit open indefinitely while the published figure stayed clean; quoting only the all-in number would let a young, unresolved book flatter itself. A wide gap between the two means most of the record is still undecided.
| Rating | Calls | Scored | Hit rate | Avg return |
|---|---|---|---|---|
| Watch | 84 | 0 | — | — |
| Hold | 17 | 0 | — | — |
| Overweight | 12 | 12 | 58.3% | +0.2% |
| Buy | 5 | 5 | 60.0% | +3.4% |
| Underweight | 3 | 3 | 33.3% | -6.1% |
Hold and Watch show a dash: neither states a direction, so neither can be right or wrong. They are listed anyway — how often the advisor declines to make a call is part of the record.
| Published | Ticker | Rating | Conv. | Entry | Mark | Return | Due | Status | Result |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-15 | NVDA | Watch | 50 | $213.90 | $210.96 | -1.4% | 2027-06-12 | open | — |
| 2026-09-15 | AMD | Watch | 50 | $512.50 | $516.79 | +0.8% | 2027-01-28 | open | — |
| 2026-09-15 | TSM | Watch | 50 | $417.72 | $418.51 | +0.2% | 2027-01-28 | open | — |
| 2026-09-15 | MSFT | Watch | 75 | $490.30 | $521.08 | +6.3% | 2029-09-14 | open | — |
| 2026-09-15 | TSLA | Watch | 45 | $358.08 | $386.47 | +7.9% | 2027-09-10 | open | — |
| 2026-09-15 | AAPL | Watch | 45 | $332.41 | $343.99 | +3.5% | 2027-09-10 | open | — |
| 2026-09-15 | NVDA | Watch | 50 | $213.90 | $210.96 | -1.4% | 2027-01-28 | open | — |
| 2026-09-15 | AAPL | Watch | 45 | $332.41 | $343.99 | +3.5% | 2027-01-28 | open | — |
| 2026-09-15 | NVDA | Watch | 50 | $213.90 | $210.96 | -1.4% | 2027-06-12 | open | — |
| 2026-09-15 | AMD | Watch | 50 | $512.50 | $516.79 | +0.8% | 2027-01-28 | open | — |
| 2026-09-15 | TSM | Watch | 50 | $417.72 | $418.51 | +0.2% | 2027-01-28 | open | — |
| 2026-09-15 | GOOGL | Watch | 50 | $342.87 | $324.22 | -5.4% | 2029-09-14 | open | — |
| 2026-09-15 | TSLA | Watch | 45 | $358.08 | $386.47 | +7.9% | 2027-01-28 | open | — |
| 2026-09-15 | AAPL | Watch | 55 | $332.41 | $343.99 | +3.5% | 2027-09-10 | open | — |
| 2026-09-15 | NVDA | Watch | 50 | $213.90 | $210.96 | -1.4% | 2027-01-28 | open | — |
| 2026-09-15 | TSM | Watch | 50 | $417.72 | $418.51 | +0.2% | 2027-01-28 | open | — |
| 2026-09-12 | GOOGL | Watch | 50 | $349.39 | $324.22 | -7.2% | 2027-09-07 | open | — |
| 2026-09-12 | BAC | Watch | 85 | $59.47 | $50.56 | -15.0% | 2026-12-11 | open | — |
| 2026-09-12 | AAPL | Watch | 55 | $333.08 | $343.99 | +3.3% | 2031-09-11 | open | — |
| 2026-09-12 | MSFT | Watch | 75 | $505.41 | $521.08 | +3.1% | 2029-09-11 | open | — |
| 2026-09-12 | AAPL | Watch | 50 | $333.08 | $343.99 | +3.3% | 2031-09-11 | open | — |
| 2026-09-12 | MSFT | Watch | 75 | $505.41 | $521.08 | +3.1% | 2029-09-11 | open | — |
| 2026-09-12 | GOOGL | Watch | 50 | $349.39 | $324.22 | -7.2% | 2027-01-25 | open | — |
| 2026-09-12 | BAC | Watch | 85 | $59.47 | $50.56 | -15.0% | 2026-12-11 | open | — |
| 2026-09-12 | NVDA | Watch | 50 | $210.96 | $210.96 | +0.0% | 2027-01-25 | open | — |
| 2026-09-12 | JPM | Watch | — | $350.13 | $331.58 | -5.3% | 2027-09-07 | open | — |
| 2026-09-12 | MSFT | Watch | 75 | $505.41 | $521.08 | +3.1% | 2027-01-25 | open | — |
| 2026-09-12 | NVDA | Watch | 50 | $210.96 | $210.96 | +0.0% | 2027-01-25 | open | — |
| 2026-09-12 | JPM | Watch | — | $350.13 | $331.58 | -5.3% | 2027-09-07 | open | — |
| 2026-09-12 | TSLA | Watch | 55 | $358.97 | $386.47 | +7.7% | 2027-09-07 | open | — |
| 2026-09-12 | JPM | Watch | — | $350.13 | $331.58 | -5.3% | 2027-09-07 | open | — |
| 2026-09-12 | NVDA | Watch | 50 | $210.96 | $210.96 | +0.0% | 2027-06-09 | open | — |
| 2026-09-12 | TSLA | Watch | 55 | $358.97 | $386.47 | +7.7% | 2027-09-07 | open | — |
| 2026-09-12 | GOOGL | Watch | 50 | $349.39 | $324.22 | -7.2% | 2029-09-11 | open | — |
| 2026-09-12 | MSFT | Overweight | 60 | $505.41 | $521.08 | +3.1% | 2029-09-11 | open | hit |
| 2026-09-12 | TSLA | Watch | — | $358.97 | $386.47 | +7.7% | 2027-09-07 | open | — |
| 2026-09-12 | MSFT | Watch | 60 | $505.41 | $521.08 | +3.1% | 2027-09-07 | open | — |
| 2026-09-12 | TSLA | Watch | — | $358.97 | $386.47 | +7.7% | 2027-09-07 | open | — |
| 2026-09-12 | MSFT | Watch | 60 | $505.41 | $521.08 | +3.1% | 2027-09-07 | open | — |
| 2026-09-12 | TSLA | Watch | — | $358.97 | $386.47 | +7.7% | 2027-09-07 | open | — |
| 2026-09-12 | NVDA | Watch | 50 | $210.96 | $210.96 | +0.0% | 2027-01-25 | open | — |
| 2026-09-12 | TSLA | Watch | 55 | $358.97 | $386.47 | +7.7% | 2027-09-07 | open | — |
| 2026-09-12 | NVDA | Watch | 50 | $210.96 | $210.96 | +0.0% | 2027-01-25 | open | — |
| 2026-09-11 | JPM | Watch | 65 | $350.13 | $331.58 | -5.3% | 2027-01-24 | open | — |
| 2026-09-11 | AAPL | Watch | 55 | $333.08 | $343.99 | +3.3% | 2027-01-24 | open | — |
| 2026-09-11 | NVDA | Watch | 55 | $210.96 | $210.96 | +0.0% | 2027-06-08 | open | — |
| 2026-09-11 | AMD | Watch | 45 | $493.41 | $516.79 | +4.7% | 2027-01-24 | open | — |
| 2026-09-11 | TSM | Overweight | 50 | $418.01 | $418.51 | +0.1% | 2027-01-24 | open | hit |
| 2026-09-11 | MSFT | Overweight | 60 | $505.41 | $521.08 | +3.1% | 2029-09-10 | open | hit |
| 2026-09-11 | TSLA | Watch | 55 | $358.97 | $386.47 | +7.7% | 2027-09-06 | open | — |
| 2026-09-11 | AAPL | Watch | 45 | $333.08 | $343.99 | +3.3% | 2027-09-06 | open | — |
| 2026-09-11 | NVDA | Watch | 55 | $210.96 | $210.96 | +0.0% | 2027-01-24 | open | — |
| 2026-09-11 | JPM | Watch | 65 | $350.13 | $331.58 | -5.3% | 2027-01-24 | open | — |
| 2026-09-11 | AAPL | Watch | 55 | $333.08 | $343.99 | +3.3% | 2027-01-24 | open | — |
| 2026-09-11 | NVDA | Watch | 55 | $210.96 | $210.96 | +0.0% | 2027-06-08 | open | — |
| 2026-09-11 | AMD | Watch | 45 | $493.41 | $516.79 | +4.7% | 2027-01-24 | open | — |
| 2026-09-11 | TSM | Watch | 50 | $418.01 | $418.51 | +0.1% | 2027-06-08 | open | — |
| 2026-09-11 | MSFT | Overweight | 65 | $505.41 | $521.08 | +3.1% | 2029-09-10 | open | hit |
| 2026-09-11 | TSLA | Watch | 55 | $358.97 | $386.47 | +7.7% | 2027-09-06 | open | — |
| 2026-09-11 | AAPL | Watch | 45 | $333.08 | $343.99 | +3.3% | 2027-09-06 | open | — |
| 2026-09-11 | NVDA | Watch | 55 | $210.96 | $210.96 | +0.0% | 2027-01-24 | open | — |
| 2026-09-11 | JPM | Watch | 65 | $350.13 | $331.58 | -5.3% | 2027-01-24 | open | — |
| 2026-09-11 | AAPL | Watch | 55 | $333.08 | $343.99 | +3.3% | 2027-01-24 | open | — |
| 2026-09-11 | NVDA | Watch | 55 | $210.96 | $210.96 | +0.0% | 2027-06-08 | open | — |
| 2026-09-11 | AMD | Watch | 45 | $493.41 | $516.79 | +4.7% | 2027-01-24 | open | — |
| 2026-09-11 | TSM | Watch | 50 | $418.01 | $418.51 | +0.1% | 2027-06-08 | open | — |
| 2026-09-11 | MSFT | Overweight | 65 | $505.41 | $521.08 | +3.1% | 2029-09-10 | open | hit |
| 2026-09-11 | TSLA | Watch | 45 | $358.97 | $386.47 | +7.7% | 2027-06-08 | open | — |
| 2026-09-11 | AAPL | Watch | 45 | $333.08 | $343.99 | +3.3% | 2027-09-06 | open | — |
| 2026-09-11 | NVDA | Watch | 55 | $210.96 | $210.96 | +0.0% | 2027-01-24 | open | — |
| 2026-09-11 | JPM | Watch | 65 | $350.13 | $331.58 | -5.3% | 2027-01-24 | open | — |
| 2026-09-11 | AAPL | Watch | 55 | $333.08 | $343.99 | +3.3% | 2027-01-24 | open | — |
| 2026-09-11 | NVDA | Watch | 55 | $210.96 | $210.96 | +0.0% | 2027-06-08 | open | — |
| 2026-09-11 | AMD | Watch | 45 | $493.41 | $516.79 | +4.7% | 2027-01-24 | open | — |
| 2026-09-11 | TSM | Watch | 50 | $418.01 | $418.51 | +0.1% | 2027-06-08 | open | — |
| 2026-09-11 | MSFT | Watch | 60 | $505.41 | $521.08 | +3.1% | 2027-09-06 | open | — |
| 2026-09-11 | TSLA | Watch | 45 | $358.97 | $386.47 | +7.7% | 2027-01-24 | open | — |
| 2026-09-11 | AAPL | Watch | 55 | $333.08 | $343.99 | +3.3% | 2027-09-06 | open | — |
| 2026-09-11 | NVDA | Watch | 55 | $210.96 | $210.96 | +0.0% | 2027-01-24 | open | — |
| 2026-09-09 | JPM | Watch | 65 | $353.56 | $331.58 | -6.2% | 2027-01-22 | open | — |
| 2026-09-09 | AAPL | Watch | 55 | $326.57 | $343.99 | +5.3% | 2027-01-22 | open | — |
| 2026-09-09 | NVDA | Watch | 55 | $218.36 | $210.96 | -3.4% | 2027-06-06 | open | — |
| 2026-09-09 | AMD | Watch | 45 | $503.60 | $516.79 | +2.6% | 2027-01-22 | open | — |
| 2026-09-09 | TSM | Watch | 50 | $428.03 | $418.51 | -2.2% | 2027-01-22 | open | — |
| 2026-09-09 | MSFT | Overweight | 55 | $492.44 | $521.08 | +5.8% | 2029-09-08 | open | hit |
| 2026-09-09 | TSLA | Watch | 45 | $363.56 | $386.47 | +6.3% | 2027-06-06 | open | — |
| 2026-09-09 | AAPL | Watch | 45 | $326.57 | $343.99 | +5.3% | 2027-09-04 | open | — |
| 2026-09-09 | NVDA | Watch | 55 | $218.36 | $210.96 | -3.4% | 2027-01-22 | open | — |
| 2026-09-09 | AMD | Watch | 45 | $503.60 | $516.79 | +2.6% | 2027-01-22 | open | — |
| 2026-08-28 | GOOGL | Hold | 15 | $339.35 | $343.92 | +1.3% | 2026-09-27 | closed | — |
| 2026-08-28 | AMD | Hold | 20 | $470.72 | $630.63 | +34.0% | 2026-09-27 | closed | — |
| 2026-08-28 | MSFT | Hold | 25 | $507.29 | $521.08 | +2.7% | 2027-01-10 | open | — |
| 2026-06-14 | AAPL | Buy | 80 | $296.42 | $343.99 | +16.0% | 2026-10-27 | open | hit |
| 2026-06-01 | AAPL | Hold | 40 | $315.20 | $342.96 | +8.8% | 2026-10-14 | closed | — |
| 2026-06-01 | AAPL | Hold | 70 | $315.20 | $342.96 | +8.8% | 2026-10-14 | closed | — |
| 2026-06-01 | AAPL | Hold | 80 | $315.20 | $294.38 | -6.6% | 2026-07-01 | closed | — |
| 2026-06-01 | NVDA | Buy | 75 | $222.82 | $210.96 | -5.3% | 2027-05-27 | open | miss |
| 2026-06-01 | NVDA | Overweight | 70 | $222.82 | $210.96 | -5.3% | 2027-02-26 | open | miss |
| 2026-06-01 | AAPL | Hold | 55 | $315.20 | $343.99 | +9.1% | 2027-05-27 | open | — |
| 2026-06-01 | NVDA | Overweight | 70 | $222.82 | $210.96 | -5.3% | 2027-05-27 | open | miss |
| 2026-05-31 | NVDA | Hold | 65 | $224.36 | $210.96 | -6.0% | 2027-02-25 | open | — |
| 2026-05-31 | NVDA | Overweight | 70 | $224.36 | $210.96 | -6.0% | 2027-05-26 | open | miss |
| 2026-05-31 | NVDA | Hold | 75 | $224.36 | $195.04 | -13.1% | 2026-07-30 | closed | — |
| 2026-05-31 | NVDA | Hold | 65 | $224.36 | $228.52 | +1.9% | 2026-10-13 | closed | — |
| 2026-05-31 | NVDA | Hold | 65 | $224.36 | $210.96 | -6.0% | 2027-02-25 | open | — |
| 2026-05-31 | NVDA | Overweight | 70 | $224.36 | $210.96 | -6.0% | 2027-05-26 | open | miss |
| 2026-05-30 | AAPL | Overweight | 65 | $306.31 | $343.99 | +12.3% | 2027-05-25 | open | hit |
| 2026-05-30 | TSLA | Underweight | 75 | $415.88 | $378.03 | -9.1% | 2026-10-12 | closed | hit |
| 2026-05-30 | NVDA | Hold | 75 | $224.36 | $226.32 | +0.9% | 2026-10-12 | closed | — |
| 2026-05-30 | NVDA | Buy | 80 | $224.36 | $210.96 | -6.0% | 2027-05-25 | open | miss |
| 2026-05-30 | NVDA | Overweight | 75 | $224.36 | $210.96 | -6.0% | 2027-05-25 | open | miss |
| 2026-05-30 | NVDA | Hold | 75 | $224.36 | $226.32 | +0.9% | 2026-10-12 | closed | — |
| 2026-05-30 | NVDA | Hold | 60 | $224.36 | $210.96 | -6.0% | 2027-02-24 | open | — |
| 2026-05-30 | NVDA | Buy | 80 | $224.36 | $226.32 | +0.9% | 2026-10-12 | closed | hit |
| 2026-05-29 | NVDA | Hold | 40 | $224.36 | $210.96 | -6.0% | 2027-02-23 | open | — |
| 2026-05-29 | NVDA | Hold | 40 | $224.36 | $210.96 | -6.0% | 2027-02-23 | open | — |
| 2026-05-25 | AAPL | Watch | 60 | $308.33 | $343.99 | +11.6% | 2027-02-19 | open | — |
| 2026-05-25 | AAPL | Buy | 75 | $308.33 | $343.99 | +11.6% | 2027-02-19 | open | hit |
| 2026-05-25 | AAPL | Hold | 70 | $308.33 | $336.67 | +9.2% | 2026-10-07 | closed | — |
| 2026-05-12 | AAPL | Underweight | 65 | $298.87 | $335.92 | +12.4% | 2026-09-24 | closed | miss |
| 2026-05-12 | AAPL | Underweight | 65 | $298.87 | $343.99 | +15.1% | 2027-02-06 | open | miss |
This is the summary. The full interactive terminal — filters, sorting, drill-downs and live refresh — runs in the markets hub.
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