Markets · Accountability
Advisor Track Record
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.
2026-08-30
HIT RATE · ALL
85.7%
12/14 directional calls
HIT RATE · CLOSED
—
nothing scoreable yet
AVG RETURN
+2.1%
direction-adjusted
CALLS
32
2 closed · 30 open
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.
BY RATING
| Rating | Calls | Scored | Hit rate | Avg return |
|---|
| Hold | 17 | 0 | — | — |
| Overweight | 6 | 6 | 100.0% | +2.0% |
| Buy | 5 | 5 | 100.0% | +2.7% |
| Underweight | 3 | 3 | 33.3% | +1.4% |
| Watch | 1 | 0 | — | — |
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.
EVERY CALL · NEWEST FIRST
| Published | Ticker | Rating | Conv. | Entry | Mark | Return | Due | Status | Result |
|---|
| 2026-08-28 | GOOGL | Hold | 15 | — | — | — | 2026-09-27 | open | — |
| 2026-08-28 | AMD | Hold | 20 | — | — | — | 2026-09-27 | open | — |
| 2026-08-28 | MSFT | Hold |
METHODOLOGY
- Out of sample by construction. Entry is the first daily close strictly after the publication timestamp. No price from the publication session or earlier is ever used to score a call.
- The horizon is the one the report stated. “6-18 months” becomes a due date twelve months out. Where a report’s horizon could not be read, a short default is used rather than a long one, so an unclear call cannot stay open waiting to come good.
- Open calls count. They are marked to the most recent close and shown with status open. Nothing is withheld until it resolves.
- Returns are raw price moves. A short whose price fell 10% shows −10% with hit beside it; the sign is never flipped silently. The average return in the summary is direction-adjusted and labelled as such.
- No survivorship. Every published rated call in the window is enumerated. There is no mechanism anywhere in the pipeline for removing one.
- No personal data. This page reads a projection containing only tickers, ratings, dates and prices. The conversations these calls came from are private and are never published.
This is the summary. The full interactive terminal — filters, sorting, drill-downs and live refresh — runs in the markets hub.
OPEN THE ADVISOR →EDITORIAL · NOT INVESTMENT ADVICE. Scored nightly from daily closes. Past results describe what already happened and carry no information about what a future call will do. Editorial — not investment advice.