AI picks, backtested.

A point-in-time portfolio drawn only from the QuantRank 8-pillar composite — the AI sizes its own basket each quarter, holding every pick that scores ≥65 (at least 5 names, no cap), inverse-volatility weighted.

View the full rankingRankings updated 2026-07-21T23:46:22Z

Validation gates · how we know it isn’t luck

Deflated Sharpe · 16-trial correction — Φ=0.99999PASSPBO 0.14 (12 configs, 16 splits) — PASSOOS holdout: held — test +21.1% vs bmark +15.6% / Sharpe 0.86Walk-fwd Sharpe 1.41–1.87

Selection footprint

The adaptive book's lead over the best fixed-N basket (by_count[8]) is approximately -11.8pp (~-1% of total return). This excess is a tuning artifact from the in-sample grid sweep and is NOT out-of-sample confirmed. A positive DSR and Phi(DSR) >= 0.95 are necessary but not sufficient for OOS confirmation — the OOS-confirmation step requires a fresh live rebalance window not used during threshold selection.

Methodology caveats — weak-floor holdout + PBO correlation

OOS caveat: Purged-embargo holdout: winner selected on legs 0..29 (train Sharpe), evaluated on legs 31..39 (9 legs). Leg 30 purged; no separate embargo band required for a chronological train-before-test split (no train data follows the test set). WEAK FLOOR: 9 test legs is a minimal sample — a collapse (test_sharpe < 0 or trailing benchmark) FALSIFIES the config's forward edge; a positive read is encouraging but NOT proof. CPCV (full combinatorial purged cross-validation) is deferred pending longer OOS window. The holdout test set was NOT used during threshold selection (in_sample=False).

PBO note: The 12 configs share composite_min ∈ {55,60,65,70} × floor ∈ {1,3,5}. Columns are INTERNALLY CORRELATED: configs with similar thresholds (e.g. 65_1, 65_3, 65_5) select overlapping books and will have correlated return series. The CSCV PBO assumes independent strategies — a low PBO from near-duplicate columns over-states independence and MUST NOT be over-read as strong evidence. Treat the PBO as a structural-correlation diagnostic, not a standalone inferential gate.

AI pick · adaptive basket · net of cost

+862.2%

since 2016-08-15 · 40 quarterly rebalances

SPY

+301.0%

+561.3% vs index

Outperformance

+561.3%

AI net − SPY

AI-sized basket — this quarter 6 names (every pick scoring ≥65 enters; holdings stay while ≥55 (reduces unnecessary turnover); min 5, no cap). Replays all 7 live defense vetoes point-in-time— a closer proxy to the live product, but still not identical.

Compare with

$invested at window start

AI pick · adaptive (net)$96k+862.2%

SPY$40k+301.0%

Gross

+882.7%

Net (10bps)

+862.2%

Net (25bps)

+832.3%

Current picks

as of 2026-05-15

AI-sized basket — 6 stocks this quarter, inverse-volatility weighted. Top sector: Financials — 4 of 6. Your return = money-weighted return (MWR) since each holding entered the basket — accounts for the timing of rebalance adds and trims.

#StatusTickerSectorYour returnWeight

1HeldACGLFinancials25.6%
2NewALLFinancials23.0%
3HeldSYFFinancials15.5%
4NewIBKRFinancials13.2%
5HeldLULUConsumer Discretionary11.9%
6NewAPAEnergy10.8%
7SoldCFMaterials—
8SoldKLACInformation Technology—

Annual returns

Calendar-year backtest return — AI pick · adaptive (net of cost) vs SPY.

Year	AI pick · adaptive	SPY
2016	+4.48%	+3.15%
2017	+21.50%	+21.70%
2018	+8.65%	−4.56%
2019	+38.47%	+31.22%
2020	+48.33%	+18.33%
2021	+53.37%	+28.73%
2022	−4.84%	−18.18%
2023	+31.72%	+26.18%
2024	+29.83%	+24.89%
2025	+15.36%	+17.72%
2026	+17.97%	+10.31%
CAGR	+25.61%	+15.01%

CAGR = compound annual growth over the 9.9-year backtest window (2016-08-15 → 2026-07-21). Backtest = raw top-by-composite picks, point-in-time — replays all 7 live defense vetoes point-in-time; still not the full live product. Backtest universe: S&P 500 only(the cohort with a point-in-time survivorship ledger, 2016–present) — narrower than the S&P 1500 currently ranked on the site. * Partial year — since inception (2016-08-15), not a full calendar year.

Performance

Trailing-period backtest return — AI pick · adaptive (net of cost) vs SPY.

Period	AI pick · adaptive	SPY
1 Month	+6.17%	+0.21%
3 Month	−0.30%	+6.55%
6 Month	+15.94%	+9.76%
9 Month	+24.01%	+12.39%
YTD	+17.97%	+10.31%
1 Year	+30.13%	+20.33%
3 Year	+100.60%	+71.77%
5 Year	+163.96%	+84.24%
7 Year	+467.70%	+178.89%
10 Year	—	—
Total return	+862.24%	+300.96%

Trailing-period total return derived from the backtest NAV series (2016-08-15 → 2026-07-21). Backtest = raw top-by-composite picks, point-in-time — replays all 7 live defense vetoes point-in-time; still not the full live product. Backtest universe: S&P 500 only(the cohort with a point-in-time survivorship ledger, 2016–present) — narrower than the S&P 1500 currently ranked on the site.

Rotation history

40 quarterly rebalances

~2.2 names rotate each quarter — the AI re-sizes the basket each quarter

Total return+0.5%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldACGLFinancials+5.5%25.6%
2. 2NewALLFinancials+16.4%23.0%
3. 3HeldSYFFinancials−0.2%15.5%
4. 4NewIBKRFinancials+8.6%13.2%
5. 5HeldLULUConsumer Discretionary−41.6%11.9%
6. 6NewAPAEnergy−8.2%10.8%
7. 7SoldCFMaterials+91.6%—
8. 8SoldKLACInformation Technology+707.0%—
Total return+97.4%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldACGLFinancials−3.1%31.2%
2. 2HeldCFMaterials+91.6%21.2%
3. 3HeldSYFFinancials−1.4%20.1%
4. 4HeldLULUConsumer Discretionary−41.4%15.4%
5. 5HeldKLACInformation Technology+707.0%12.1%
6. 6SoldHSTReal Estate+28.8%—
7. 7SoldDECKConsumer Discretionary−27.0%—
8. 8SoldDVAHealth Care−5.8%—
Total return+62.2%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldACGLFinancials+5.6%17.9%
2. 2HeldHSTReal Estate+28.8%16.0%
3. 3HeldSYFFinancials−1.8%15.2%
4. 4HeldDVAHealth Care−5.8%12.5%
5. 5HeldCFMaterials+28.4%12.5%
6. 6HeldKLACInformation Technology+573.0%9.7%
7. 7NewLULUConsumer Discretionary+3.4%8.3%
8. 8HeldDECKConsumer Discretionary−27.0%7.9%
9. 9SoldHALEnergy+29.8%—
10. 10SoldSTLDMaterials+58.7%—
11. 11SoldBLDRIndustrials−45.8%—
Total return+36.8%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldACGLFinancials−1.3%14.7%
2. 2HeldDVAHealth Care−22.6%12.1%
3. 3HeldCFMaterials+14.5%11.8%
4. 4NewHSTReal Estate+11.4%11.6%
5. 5HeldSTLDMaterials+58.7%9.8%
6. 6NewSYFFinancials+0.8%9.4%
7. 7HeldKLACInformation Technology+417.0%8.4%
8. 8HeldHALEnergy+29.8%8.2%
9. 9HeldBLDRIndustrials−45.8%7.5%
10. 10HeldDECKConsumer Discretionary−47.3%6.5%
11. 11SoldLRCXInformation Technology+53.4%—
Total return+32.3%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewACGLFinancials−2.2%16.5%
2. 2HeldDVAHealth Care−14.6%13.7%
3. 3HeldCFMaterials+13.4%12.9%
4. 4HeldSTLDMaterials+28.9%11.5%
5. 5HeldBLDRIndustrials−28.4%10.4%
6. 6NewHALEnergy+2.3%9.6%
7. 7HeldKLACInformation Technology+334.9%9.2%
8. 8HeldLRCXInformation Technology+53.4%8.2%
9. 9HeldDECKConsumer Discretionary−35.7%8.0%
10. 10SoldTSCOConsumer Discretionary+211.5%—
Total return+65.7%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldTSCOConsumer Discretionary+211.5%16.5%
2. 2HeldCFMaterials+15.0%13.7%
3. 3NewDVAHealth Care−8.8%13.0%
4. 4HeldBLDRIndustrials−44.9%12.7%
5. 5HeldSTLDMaterials+37.6%12.0%
6. 6HeldKLACInformation Technology+264.2%11.8%
7. 7HeldLRCXInformation Technology+19.3%10.8%
8. 8HeldDECKConsumer Discretionary−21.5%9.5%
9. 9SoldAVGOInformation Technology+352.8%—
10. 10SoldNFLXCommunication Services+96.5%—
11. 11SoldSMCIInformation Technology−17.5%—
Total return+107.4%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldTSCOConsumer Discretionary+286.8%15.4%
2. 2HeldCFMaterials+9.0%14.8%
3. 3HeldNFLXCommunication Services+96.5%14.0%
4. 4HeldSTLDMaterials+42.0%10.3%
5. 5HeldDECKConsumer Discretionary−1.0%10.1%
6. 6HeldBLDRIndustrials−15.2%9.3%
7. 7HeldAVGOInformation Technology+352.8%7.6%
8. 8HeldLRCXInformation Technology+16.3%7.5%
9. 9HeldKLACInformation Technology+254.9%7.2%
10. 10HeldSMCIInformation Technology−17.5%3.8%
11. 11SoldWRBFinancials+14.7%—
Total return+80.7%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldWRBFinancials+14.7%13.9%
2. 2HeldTSCOConsumer Discretionary+290.6%12.5%
3. 3HeldNFLXCommunication Services+53.9%12.0%
4. 4HeldSTLDMaterials+45.6%11.8%
5. 5HeldCFMaterials+15.2%10.8%
6. 6HeldDECKConsumer Discretionary+19.4%8.1%
7. 7HeldKLACInformation Technology+203.2%7.2%
8. 8HeldLRCXInformation Technology+3.9%7.1%
9. 9HeldAVGOInformation Technology+231.9%6.4%
10. 10HeldBLDRIndustrials+7.6%6.3%
11. 11NewSMCIInformation Technology−68.8%3.9%
12. 12SoldCOFFinancials−0.5%—
13. 13SoldLYBMaterials+4.4%—
Total return+66.7%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldLYBMaterials+4.4%13.3%
2. 2HeldTSCOConsumer Discretionary+274.8%11.2%
3. 3NewWRBFinancials+10.5%10.4%
4. 4HeldCOFFinancials−0.5%10.3%
5. 5NewCFMaterials+7.7%9.1%
6. 6HeldSTLDMaterials+13.3%8.7%
7. 7HeldLRCXInformation Technology+18.5%6.9%
8. 8HeldNFLXCommunication Services+14.4%6.7%
9. 9HeldKLACInformation Technology+288.6%6.5%
10. 10NewDECKConsumer Discretionary+1.7%6.0%
11. 11HeldAVGOInformation Technology+199.8%5.9%
12. 12NewBLDRIndustrials−6.6%5.0%
13. 13SoldANETInformation Technology+22.7%—
14. 14SoldDVAHealth Care+11.7%—
15. 15SoldCEMaterials+38.2%—
16. 16SoldXOMEnergy+17.2%—
17. 17SoldFANGEnergy+33.9%—
Total return+73.2%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldLYBMaterials+8.4%12.7%
2. 2HeldXOMEnergy+17.2%10.4%
3. 3HeldTSCOConsumer Discretionary+310.2%8.5%
4. 4HeldFANGEnergy+33.9%8.3%
5. 5HeldCEMaterials+38.2%7.9%
6. 6HeldSTLDMaterials+41.4%7.9%
7. 7NewCOFFinancials+7.3%7.6%
8. 8HeldKLACInformation Technology+272.4%7.0%
9. 9HeldLRCXInformation Technology+34.3%6.9%
10. 10HeldAVGOInformation Technology+160.9%6.8%
11. 11NewNFLXCommunication Services+5.9%5.5%
12. 12NewANETInformation Technology+22.7%5.5%
13. 13NewDVAHealth Care+11.7%5.0%
14. 14SoldBLDRIndustrials+39.1%—
15. 15SoldWRBFinancials+20.7%—
16. 16SoldTPRConsumer Discretionary+46.6%—
17. 17SoldMMMIndustrials−23.9%—
Total return+55.9%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewWRBFinancials+20.7%11.0%
2. 2HeldLYBMaterials−0.7%10.1%
3. 3HeldFANGEnergy+12.4%9.8%
4. 4HeldTSCOConsumer Discretionary+249.2%8.9%
5. 5HeldXOMEnergy−2.6%8.8%
6. 6HeldMMMIndustrials−23.9%7.8%
7. 7HeldCEMaterials+27.9%7.4%
8. 8HeldSTLDMaterials+22.4%7.0%
9. 9HeldAVGOInformation Technology+124.2%6.9%
10. 10HeldKLACInformation Technology+219.5%6.4%
11. 11NewLRCXInformation Technology+32.1%6.0%
12. 12NewTPRConsumer Discretionary+46.6%5.6%
13. 13NewBLDRIndustrials+39.1%4.3%
14. 14SoldRHIIndustrials+20.8%—
15. 15SoldCTASIndustrials+11.0%—
Total return+39.5%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewCTASIndustrials+11.0%15.2%
2. 2HeldXOMEnergy−0.3%10.6%
3. 3HeldLYBMaterials−0.2%10.3%
4. 4HeldTSCOConsumer Discretionary+204.9%10.2%
5. 5HeldFANGEnergy+1.3%8.9%
6. 6HeldMMMIndustrials−22.6%8.4%
7. 7HeldRHIIndustrials+20.8%8.2%
8. 8HeldCEMaterials+8.2%7.7%
9. 9HeldSTLDMaterials+12.7%7.2%
10. 10HeldAVGOInformation Technology+71.8%6.9%
11. 11HeldKLACInformation Technology+166.4%6.4%
12. 12SoldCFMaterials+16.6%—
13. 13SoldWYReal Estate+10.9%—
Total return+41.1%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldTSCOConsumer Discretionary+234.5%10.4%
2. 2HeldAVGOInformation Technology+46.8%10.0%
3. 3HeldMMMIndustrials−17.1%9.9%
4. 4HeldLYBMaterials+1.6%9.8%
5. 5NewWYReal Estate+10.9%9.4%
6. 6NewXOMEnergy+6.5%8.6%
7. 7NewRHIIndustrials+13.2%8.5%
8. 8NewCFMaterials+16.6%7.6%
9. 9HeldCEMaterials+6.4%7.3%
10. 10HeldKLACInformation Technology+139.1%6.6%
11. 11HeldFANGEnergy−6.8%6.5%
12. 12NewSTLDMaterials+10.3%5.4%
13. 13SoldCTASIndustrials+30.4%—
14. 14SoldMRNAHealth Care−4.1%—
15. 15SoldCPRTIndustrials+17.8%—
16. 16SoldGSFinancials−14.9%—
17. 17SoldORLYConsumer Discretionary+209.7%—
Total return+51.7%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldORLYConsumer Discretionary+209.7%11.7%
2. 2HeldGSFinancials−14.9%10.6%
3. 3HeldCTASIndustrials+30.4%10.5%
4. 4NewCPRTIndustrials+17.8%9.3%
5. 5HeldMMMIndustrials−21.4%8.9%
6. 6HeldTSCOConsumer Discretionary+255.1%8.8%
7. 7HeldLYBMaterials−9.3%8.0%
8. 8HeldFANGEnergy−18.2%7.9%
9. 9NewAVGOInformation Technology+7.0%7.8%
10. 10HeldKLACInformation Technology+95.3%6.2%
11. 11NewCEMaterials−12.7%6.0%
12. 12HeldMRNAHealth Care−4.1%4.3%
13. 13SoldBBYConsumer Discretionary+6.0%—
14. 14SoldAMZNConsumer Discretionary+86.6%—
15. 15SoldANETInformation Technology+225.2%—
Total return+77.3%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldORLYConsumer Discretionary+181.2%13.3%
2. 2HeldCTASIndustrials+22.9%11.0%
3. 3NewGSFinancials−2.1%10.1%
4. 4NewMMMIndustrials−11.8%9.2%
5. 5HeldTSCOConsumer Discretionary+263.2%9.1%
6. 6HeldLYBMaterials−1.8%8.5%
7. 7HeldBBYConsumer Discretionary+6.0%7.3%
8. 8NewFANGEnergy−7.1%7.0%
9. 9HeldANETInformation Technology+225.2%6.9%
10. 10HeldKLACInformation Technology+93.8%6.8%
11. 11HeldAMZNConsumer Discretionary+86.6%5.9%
12. 12HeldMRNAHealth Care+24.1%4.9%
13. 13SoldGOOGLCommunication Services+21.1%—
14. 14SoldXOMEnergy+27.2%—
Total return+73.7%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldCTASIndustrials+22.2%13.2%
2. 2HeldLYBMaterials−12.8%11.3%
3. 3HeldORLYConsumer Discretionary+171.9%10.5%
4. 4HeldXOMEnergy+27.2%9.8%
5. 5HeldGOOGLCommunication Services+21.1%9.3%
6. 6HeldTSCOConsumer Discretionary+223.4%9.3%
7. 7HeldBBYConsumer Discretionary−10.4%8.5%
8. 8HeldANETInformation Technology+199.7%8.3%
9. 9HeldKLACInformation Technology+82.0%7.4%
10. 10HeldAMZNConsumer Discretionary+81.1%6.9%
11. 11HeldMRNAHealth Care+26.5%5.5%
12. 12SoldTPRConsumer Discretionary−19.5%—
Total return+67.5%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldCTASIndustrials+20.1%13.3%
2. 2NewLYBMaterials−9.0%10.7%
3. 3HeldTSCOConsumer Discretionary+198.4%9.9%
4. 4HeldORLYConsumer Discretionary+140.2%9.6%
5. 5NewXOMEnergy+4.4%9.5%
6. 6HeldGOOGLCommunication Services+55.2%9.1%
7. 7NewBBYConsumer Discretionary−4.1%7.9%
8. 8HeldANETInformation Technology+191.9%7.3%
9. 9HeldAMZNConsumer Discretionary+130.0%6.3%
10. 10HeldKLACInformation Technology+88.0%6.3%
11. 11HeldTPRConsumer Discretionary−19.5%5.9%
12. 12NewMRNAHealth Care+25.6%4.2%
13. 13SoldALLFinancials−5.7%—
14. 14SoldNVDAInformation Technology+81.5%—
15. 15SoldKMIEnergy+10.7%—
16. 16SoldLMTIndustrials+13.2%—
17. 17SoldAFLFinancials+3.5%—
Total return+52.0%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldAFLFinancials+3.5%10.9%
2. 2HeldORLYConsumer Discretionary+108.7%9.8%
3. 3NewKMIEnergy+10.7%9.8%
4. 4NewCTASIndustrials+1.7%9.4%
5. 5HeldALLFinancials−5.7%9.3%
6. 6HeldTSCOConsumer Discretionary+210.2%8.8%
7. 7NewLMTIndustrials+13.2%8.8%
8. 8HeldGOOGLCommunication Services+47.7%7.7%
9. 9HeldTPRConsumer Discretionary−28.7%6.1%
10. 10HeldAMZNConsumer Discretionary+91.6%5.8%
11. 11HeldKLACInformation Technology+64.3%5.1%
12. 12HeldANETInformation Technology+147.6%4.6%
13. 13HeldNVDAInformation Technology+81.5%3.9%
14. 14SoldNRGUtilities+6.4%—
Total return+79.2%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldORLYConsumer Discretionary+117.5%12.5%
2. 2HeldAFLFinancials+16.3%12.2%
3. 3HeldALLFinancials−8.1%11.5%
4. 4HeldGOOGLCommunication Services+66.6%10.8%
5. 5HeldTSCOConsumer Discretionary+234.0%10.1%
6. 6HeldAMZNConsumer Discretionary+122.3%9.9%
7. 7NewNRGUtilities+6.4%8.0%
8. 8HeldKLACInformation Technology+74.2%6.9%
9. 9NewTPRConsumer Discretionary−12.5%6.4%
10. 10HeldNVDAInformation Technology+112.1%5.9%
11. 11HeldANETInformation Technology+155.2%5.8%
12. 12SoldCTASIndustrials+11.7%—
Total return+98.0%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldORLYConsumer Discretionary+116.0%14.3%
2. 2HeldGOOGLCommunication Services+92.0%11.7%
3. 3HeldAFLFinancials+2.2%11.5%
4. 4HeldALLFinancials−16.4%11.1%
5. 5NewCTASIndustrials+11.7%10.2%
6. 6HeldANETInformation Technology+159.8%10.1%
7. 7HeldTSCOConsumer Discretionary+247.7%9.4%
8. 8HeldAMZNConsumer Discretionary+154.9%9.3%
9. 9HeldNVDAInformation Technology+166.9%6.2%
10. 10HeldKLACInformation Technology+108.5%6.2%
11. 11SoldNDAQFinancials+17.0%—
12. 12SoldNRGUtilities+28.7%—
13. 13SoldWRBFinancials−5.3%—
Total return+58.0%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewALLFinancials−2.3%11.3%
2. 2NewAFLFinancials+2.1%11.1%
3. 3NewNDAQFinancials+17.0%11.0%
4. 4NewWRBFinancials−5.3%10.6%
5. 5HeldORLYConsumer Discretionary+95.2%9.5%
6. 6HeldAMZNConsumer Discretionary+137.7%9.1%
7. 7HeldANETInformation Technology+58.8%7.7%
8. 8HeldTSCOConsumer Discretionary+205.2%7.7%
9. 9HeldGOOGLCommunication Services+86.8%7.7%
10. 10HeldNVDAInformation Technology+74.2%5.0%
11. 11NewNRGUtilities+28.7%4.8%
12. 12HeldKLACInformation Technology+64.3%4.5%
13. 13SoldNTAPInformation Technology+56.2%—
14. 14SoldHIIIndustrials+24.2%—
15. 15SoldFTNTInformation Technology+24.8%—
16. 16SoldLYBMaterials+24.3%—
17. 17SoldBIIBHealth Care+12.7%—
18. 18SoldDXCMHealth Care−17.6%—
19. 19SoldODFLIndustrials+78.1%—
20. 20SoldMNSTConsumer Staples+26.9%—
21. 21SoldIPMaterials+27.3%—
Total return+55.8%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldMNSTConsumer Staples+26.9%9.2%
2. 2HeldORLYConsumer Discretionary+81.4%8.4%
3. 3NewHIIIndustrials+24.2%7.4%
4. 4HeldGOOGLCommunication Services+54.5%6.9%
5. 5HeldODFLIndustrials+78.1%6.9%
6. 6HeldAMZNConsumer Discretionary+131.8%6.9%
7. 7HeldIPMaterials+27.3%6.6%
8. 8HeldTSCOConsumer Discretionary+191.7%6.6%
9. 9HeldNTAPInformation Technology+56.2%6.2%
10. 10HeldANETInformation Technology+39.9%5.9%
11. 11NewFTNTInformation Technology+24.8%5.8%
12. 12HeldNVDAInformation Technology+26.1%5.5%
13. 13HeldKLACInformation Technology+50.6%5.5%
14. 14HeldLYBMaterials+24.3%5.1%
15. 15NewDXCMHealth Care−17.6%4.8%
16. 16HeldBIIBHealth Care+12.7%2.3%
17. 17SoldURIIndustrials+59.9%—
Total return+49.2%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldORLYConsumer Discretionary+41.7%12.0%
2. 2HeldODFLIndustrials+42.8%10.1%
3. 3HeldMNSTConsumer Staples+25.2%9.7%
4. 4HeldGOOGLCommunication Services+39.4%8.4%
5. 5HeldTSCOConsumer Discretionary+149.6%8.1%
6. 6HeldIPMaterials+0.7%7.4%
7. 7NewNTAPInformation Technology+36.4%7.0%
8. 8HeldAMZNConsumer Discretionary+123.9%6.4%
9. 9HeldKLACInformation Technology+57.8%6.2%
10. 10HeldANETInformation Technology+38.5%5.9%
11. 11HeldURIIndustrials+59.9%5.5%
12. 12HeldLYBMaterials+6.8%5.3%
13. 13HeldNVDAInformation Technology+30.7%5.3%
14. 14NewBIIBHealth Care+10.8%2.7%
15. 15SoldLRCXInformation Technology+169.7%—
16. 16SoldCTASIndustrials+64.0%—
Total return+46.1%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldORLYConsumer Discretionary+56.3%10.7%
2. 2HeldTSCOConsumer Discretionary+107.5%9.6%
3. 3NewGOOGLCommunication Services+17.8%9.3%
4. 4HeldMNSTConsumer Staples+15.2%9.1%
5. 5HeldODFLIndustrials+38.8%8.1%
6. 6HeldAMZNConsumer Discretionary+105.3%7.7%
7. 7NewNVDAInformation Technology+15.0%7.0%
8. 8HeldANETInformation Technology+17.5%6.6%
9. 9NewKLACInformation Technology+12.1%6.0%
10. 10HeldIPMaterials−1.1%5.8%
11. 11HeldCTASIndustrials+64.0%5.8%
12. 12HeldLRCXInformation Technology+169.7%5.0%
13. 13NewURIIndustrials+15.6%4.9%
14. 14HeldLYBMaterials−11.7%4.4%
15. 15SoldAAPLInformation Technology+392.3%—
Total return+81.8%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldAMZNConsumer Discretionary+96.8%12.8%
2. 2HeldMNSTConsumer Staples+12.7%11.3%
3. 3HeldTSCOConsumer Discretionary+134.4%10.9%
4. 4HeldAAPLInformation Technology+392.3%9.7%
5. 5NewODFLIndustrials+28.6%9.5%
6. 6HeldORLYConsumer Discretionary+58.4%8.9%
7. 7HeldANETInformation Technology−11.8%8.9%
8. 8HeldIPMaterials−17.9%8.1%
9. 9NewCTASIndustrials+39.1%7.6%
10. 10HeldLRCXInformation Technology+131.0%6.2%
11. 11HeldLYBMaterials−17.8%6.1%
12. 12SoldGOOGLCommunication Services+0.9%—
Total return+35.9%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewMNSTConsumer Staples−5.5%17.5%
2. 2HeldGOOGLCommunication Services+0.9%13.0%
3. 3HeldTSCOConsumer Discretionary+68.9%11.3%
4. 4HeldAAPLInformation Technology+223.8%10.5%
5. 5HeldAMZNConsumer Discretionary+46.7%10.5%
6. 6HeldIPMaterials−32.2%9.5%
7. 7HeldORLYConsumer Discretionary+38.5%9.5%
8. 8HeldLYBMaterials−33.8%7.9%
9. 9HeldLRCXInformation Technology+57.1%5.8%
10. 10HeldANETInformation Technology−14.5%4.5%
11. 11SoldCTASIndustrials+16.6%—
12. 12SoldKLACInformation Technology+219.0%—
13. 13SoldFTNTInformation Technology+45.2%—
Total return+63.1%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldAMZNConsumer Discretionary+29.9%12.8%
2. 2HeldAAPLInformation Technology+255.9%9.7%
3. 3NewGOOGLCommunication Services+16.0%9.7%
4. 4HeldORLYConsumer Discretionary+32.7%9.4%
5. 5HeldCTASIndustrials+16.6%9.1%
6. 6HeldTSCOConsumer Discretionary+44.0%8.7%
7. 7NewIPMaterials−5.1%8.6%
8. 8HeldKLACInformation Technology+219.0%7.3%
9. 9HeldLYBMaterials+1.6%7.2%
10. 10HeldFTNTInformation Technology+45.2%6.7%
11. 11HeldLRCXInformation Technology+97.7%6.3%
12. 12HeldANETInformation Technology−9.6%4.5%
13. 13SoldMUInformation Technology+24.4%—
Total return+54.3%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldORLYConsumer Discretionary+53.2%12.4%
2. 2NewCTASIndustrials+2.0%11.7%
3. 3HeldAMZNConsumer Discretionary+1.2%11.4%
4. 4HeldTSCOConsumer Discretionary+43.2%11.1%
5. 5HeldAAPLInformation Technology+185.1%9.6%
6. 6HeldLYBMaterials+15.5%8.8%
7. 7HeldKLACInformation Technology+219.8%7.8%
8. 8HeldLRCXInformation Technology+59.6%7.7%
9. 9HeldFTNTInformation Technology+22.4%7.3%
10. 10HeldANETInformation Technology−20.8%6.4%
11. 11HeldMUInformation Technology+24.4%5.8%
12. 12SoldSHWMaterials+73.5%—
Total return+38.9%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldSHWMaterials+73.5%12.4%
2. 2HeldORLYConsumer Discretionary+16.7%11.8%
3. 3HeldTSCOConsumer Discretionary+51.5%11.7%
4. 4HeldLYBMaterials−18.1%10.0%
5. 5HeldAAPLInformation Technology+114.3%9.7%
6. 6HeldAMZNConsumer Discretionary+2.1%9.6%
7. 7HeldKLACInformation Technology+132.7%8.7%
8. 8NewFTNTInformation Technology−0.4%8.0%
9. 9HeldLRCXInformation Technology+10.4%6.3%
10. 10HeldANETInformation Technology−6.9%6.1%
11. 11HeldMUInformation Technology+11.0%5.7%
12. 12SoldAFLFinancials+30.8%—
13. 13SoldMConsumer Discretionary−13.9%—
14. 14SoldNDAQFinancials+2.9%—
Total return+26.0%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldNDAQFinancials+2.9%11.8%
2. 2HeldAFLFinancials+30.8%11.5%
3. 3HeldLYBMaterials−7.4%9.6%
4. 4HeldORLYConsumer Discretionary+9.1%9.3%
5. 5HeldSHWMaterials+38.0%9.2%
6. 6HeldTSCOConsumer Discretionary+57.3%8.7%
7. 7HeldAAPLInformation Technology+102.5%6.5%
8. 8HeldKLACInformation Technology+89.3%6.5%
9. 9NewLRCXInformation Technology+8.5%5.6%
10. 10HeldMConsumer Discretionary−13.9%5.5%
11. 11HeldANETInformation Technology+8.2%5.5%
12. 12NewAMZNConsumer Discretionary+15.3%5.3%
13. 13HeldMUInformation Technology+0.6%5.0%
14. 14SoldFASTIndustrials+57.1%—
15. 15SoldEXCUtilities+11.3%—
Total return+27.5%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldEXCUtilities+11.3%12.8%
2. 2HeldAFLFinancials+23.2%11.4%
3. 3HeldNDAQFinancials−2.3%10.0%
4. 4HeldORLYConsumer Discretionary+22.9%8.8%
5. 5HeldSHWMaterials+38.5%8.7%
6. 6HeldLYBMaterials−0.3%8.6%
7. 7HeldTSCOConsumer Discretionary+54.3%7.4%
8. 8HeldFASTIndustrials+57.1%6.9%
9. 9HeldAAPLInformation Technology+81.4%6.7%
10. 10HeldKLACInformation Technology+83.0%5.1%
11. 11NewMUInformation Technology+11.0%4.8%
12. 12NewANETInformation Technology+4.9%4.4%
13. 13HeldMConsumer Discretionary−0.9%4.4%
14. 14SoldNVDAInformation Technology−22.6%—
15. 15SoldEWHealth Care+16.4%—
16. 16SoldLRCXInformation Technology−29.5%—
Total return+20.0%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldAFLFinancials+10.6%12.2%
2. 2NewEXCUtilities+5.1%11.6%
3. 3HeldNDAQFinancials−4.1%10.8%
4. 4HeldSHWMaterials+32.8%8.3%
5. 5HeldAAPLInformation Technology+91.8%7.4%
6. 6HeldLYBMaterials+6.4%6.7%
7. 7HeldEWHealth Care+16.4%6.4%
8. 8HeldTSCOConsumer Discretionary+54.3%6.1%
9. 9HeldFASTIndustrials+39.5%5.8%
10. 10HeldNVDAInformation Technology−22.6%5.5%
11. 11HeldORLYConsumer Discretionary+11.3%5.4%
12. 12HeldKLACInformation Technology+58.0%4.9%
13. 13HeldLRCXInformation Technology−29.5%4.6%
14. 14HeldMConsumer Discretionary+24.0%4.3%
15. 15SoldKDPConsumer Staples+53.0%—
16. 16SoldCNCHealth Care+103.1%—
Total return+37.7%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewNDAQFinancials+3.4%9.6%
2. 2HeldAFLFinancials+17.4%9.2%
3. 3HeldSHWMaterials+39.3%8.2%
4. 4HeldEWHealth Care+6.9%8.0%
5. 5HeldCNCHealth Care+103.1%7.3%
6. 6HeldAAPLInformation Technology+111.0%7.2%
7. 7HeldLYBMaterials+29.3%7.0%
8. 8HeldFASTIndustrials+42.8%6.9%
9. 9HeldTSCOConsumer Discretionary+32.9%6.0%
10. 10NewMConsumer Discretionary+41.1%5.7%
11. 11HeldORLYConsumer Discretionary+2.6%5.6%
12. 12HeldKLACInformation Technology+84.2%5.4%
13. 13HeldKDPConsumer Staples+53.0%5.2%
14. 14NewNVDAInformation Technology+6.5%4.5%
15. 15HeldLRCXInformation Technology−13.7%4.2%
16. 16SoldAPDMaterials+3.7%—
17. 17SoldMUInformation Technology+18.2%—
Total return+25.9%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldSHWMaterials+21.1%10.5%
2. 2NewAPDMaterials+3.7%10.3%
3. 3HeldAFLFinancials+13.0%10.1%
4. 4HeldAAPLInformation Technology+86.7%8.5%
5. 5HeldFASTIndustrials+27.5%7.5%
6. 6HeldLYBMaterials+27.2%7.4%
7. 7HeldEWHealth Care+6.6%6.9%
8. 8HeldTSCOConsumer Discretionary+15.1%6.6%
9. 9HeldORLYConsumer Discretionary−11.5%6.6%
10. 10HeldCNCHealth Care+53.6%6.2%
11. 11HeldKLACInformation Technology+74.9%5.9%
12. 12HeldLRCXInformation Technology−3.0%4.8%
13. 13HeldKDPConsumer Staples+32.5%4.7%
14. 14HeldMUInformation Technology+18.2%4.0%
15. 15SoldISRGHealth Care+44.1%—
16. 16SoldBBYConsumer Discretionary+133.5%—
Total return+28.9%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldAFLFinancials+9.0%12.6%
2. 2HeldKDPConsumer Staples+26.8%10.6%
3. 3HeldSHWMaterials+33.7%8.6%
4. 4HeldISRGHealth Care+44.1%7.8%
5. 5HeldAAPLInformation Technology+67.0%7.3%
6. 6HeldLYBMaterials+26.4%6.9%
7. 7HeldFASTIndustrials+32.9%6.6%
8. 8HeldEWHealth Care+0.7%6.2%
9. 9HeldKLACInformation Technology+66.6%5.3%
10. 10NewTSCOConsumer Discretionary+10.8%5.2%
11. 11NewLRCXInformation Technology−12.0%5.0%
12. 12HeldORLYConsumer Discretionary−19.6%5.0%
13. 13HeldCNCHealth Care+37.7%4.9%
14. 14HeldBBYConsumer Discretionary+133.5%4.1%
15. 15NewMUInformation Technology−5.1%3.9%
16. 16SoldNVDAInformation Technology+59.4%—
17. 17SoldRHIIndustrials+27.9%—
18. 18SoldSWKSInformation Technology+8.1%—
Total return+22.1%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewAFLFinancials+4.8%12.6%
2. 2HeldSHWMaterials+28.6%9.4%
3. 3HeldKDPConsumer Staples−4.1%9.4%
4. 4HeldISRGHealth Care+38.1%7.6%
5. 5HeldAAPLInformation Technology+67.4%7.5%
6. 6HeldLYBMaterials+15.9%7.1%
7. 7HeldCNCHealth Care+25.6%6.9%
8. 8HeldRHIIndustrials+27.9%6.4%
9. 9HeldEWHealth Care−22.1%6.3%
10. 10HeldSWKSInformation Technology+8.1%6.0%
11. 11HeldFASTIndustrials+14.9%5.6%
12. 12HeldKLACInformation Technology+55.6%5.1%
13. 13HeldORLYConsumer Discretionary−26.3%3.6%
14. 14HeldBBYConsumer Discretionary+83.9%3.5%
15. 15HeldNVDAInformation Technology+59.4%3.0%
16. 16SoldHPEnergy−19.8%—
17. 17SoldUALIndustrials+11.8%—
18. 18SoldINTCInformation Technology+7.8%—
Total return+12.0%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldKDPConsumer Staples−1.2%9.5%
2. 2HeldINTCInformation Technology+7.8%9.1%
3. 3HeldAAPLInformation Technology+54.5%8.4%
4. 4NewISRGHealth Care+13.4%7.1%
5. 5HeldSHWMaterials+8.7%7.1%
6. 6HeldKLACInformation Technology+39.0%6.9%
7. 7HeldORLYConsumer Discretionary−26.9%6.2%
8. 8HeldLYBMaterials−4.4%5.8%
9. 9HeldRHIIndustrials+3.4%5.4%
10. 10HeldFASTIndustrials+5.5%5.2%
11. 11HeldCNCHealth Care+8.3%4.9%
12. 12HeldBBYConsumer Discretionary+81.9%4.7%
13. 13HeldEWHealth Care−13.1%4.3%
14. 14HeldHPEnergy−19.8%4.3%
15. 15NewSWKSInformation Technology+2.0%4.2%
16. 16HeldUALIndustrials+11.8%4.2%
17. 17NewNVDAInformation Technology+25.5%2.7%
18. 18SoldRIGEnergy−20.6%—
19. 19SoldWUInformation Technology−5.9%—
Total return+10.7%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldKDPConsumer Staples−1.9%10.1%
2. 2HeldAAPLInformation Technology+49.2%9.3%
3. 3HeldINTCInformation Technology+4.9%8.5%
4. 4HeldKLACInformation Technology+48.9%8.0%
5. 5HeldWUInformation Technology−5.9%7.6%
6. 6HeldORLYConsumer Discretionary−10.0%6.5%
7. 7HeldFASTIndustrials+6.1%6.5%
8. 8NewLYBMaterials−10.6%6.4%
9. 9HeldUALIndustrials+23.3%5.9%
10. 10NewSHWMaterials+8.0%5.8%
11. 11HeldRHIIndustrials+10.0%5.7%
12. 12HeldHPEnergy−3.0%4.6%
13. 13HeldBBYConsumer Discretionary+52.3%4.5%
14. 14HeldEWHealth Care−14.1%3.8%
15. 15HeldCNCHealth Care−1.3%3.5%
16. 16NewRIGEnergy−20.6%3.3%
Total return+7.8%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldKDPConsumer Staples−0.5%12.4%
2. 2HeldWUInformation Technology−5.2%10.7%
3. 3HeldINTCInformation Technology+4.9%10.0%
4. 4HeldAAPLInformation Technology+28.9%9.3%
5. 5HeldORLYConsumer Discretionary−6.3%9.1%
6. 6HeldKLACInformation Technology+27.2%8.1%
7. 7HeldFASTIndustrials+16.4%7.9%
8. 8NewRHIIndustrials+8.9%6.4%
9. 9NewHPEnergy+11.9%6.1%
10. 10NewUALIndustrials+17.2%5.6%
11. 11HeldEWHealth Care−25.1%5.2%
12. 12HeldBBYConsumer Discretionary+33.3%5.0%
13. 13HeldCNCHealth Care−6.6%4.2%
14. 14SoldISRGHealth Care−9.9%—
15. 15SoldUNHHealth Care+8.0%—
Total return−3.9%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewUNHHealth Care+8.0%12.7%
2. 2NewKDPConsumer Staples−14.5%10.3%
3. 3NewISRGHealth Care−9.9%9.7%
4. 4NewORLYConsumer Discretionary−8.7%9.5%
5. 5NewINTCInformation Technology−0.5%8.5%
6. 6NewFASTIndustrials+3.8%8.5%
7. 7NewWUInformation Technology−1.3%8.3%
8. 8NewEWHealth Care−24.2%7.3%
9. 9NewKLACInformation Technology+9.5%7.3%
10. 10NewAAPLInformation Technology−2.9%7.0%
11. 11NewBBYConsumer Discretionary+16.6%5.5%
12. 12NewCNCHealth Care−27.3%5.4%

View the full rankingEducational backtest. Past performance does not guarantee future results.

Illustrative backtest, not investment advice. This is a point-in-time PROXY of QuantRank's ranking rule, not a replay of the live composite: at each historical rebalance it re-runs the current frozen 8-pillar weights using only data filed on or before that date, but fundamental pillars use ANNUAL (10-K) figures in place of the live trailing-twelve-month basis, GICS sectors are assumed stable from today, and survivorship is corrected via the point-in-time membership ledger. The basket holds ONLY high-conviction names — Strong Buy / Buy rated, undervalued (margin of safety > 0), composite >= 50 and loss-chance <= 45 — taking the top names by composite among those (a name that decays out of the gate is dropped at the next rebalance). The recommendation + 6-method valuation layer is replayed point-in-time, with the fair-value staleness gate widened to ~15 months for the once-a-year 10-K cadence (vs the live 180-day gate). Six of the seven active accounting vetoes (Altman distress, Sloan accruals, net issuance, Beneish manipulation, Dechow F-score, and data-quality corruption) are replayed point-in-time against the PIT cross-section; non_reliance_filing (8-K Item 4.02) coverage is stated in meta.vetoes_replayed / meta.vetoes_not_replayed. Net figures charge a modeled per-side spread cost (10-25 bps on turnover) but are gross of additional market-impact slippage. The adaptive AI-pick book sizes itself each rebalance: it holds ALL high-conviction picks with composite score >= 65 (no ceiling), with a floor of 5 names, so holding count varies by quarter (uncap ratified 2026-06-11 — in-sample max book 16 over 40 rebalances; the former cap never bound fresh entries (max raw 13) and its carry-leg rank-slice exit was removed as the V55.0 -> V55.1 protocol amendment; A2-S spike tripwire: raw >= 25 in a single rebalance triggers reopening, registered #130; forward acceptance gates pre-registered). Incumbents are retained while scoring >= 55 to reduce turnover (V55 hysteresis band ratified 2026-06-11; the band is a turnover/implementation-cost device — no performance claims). non_reliance_filing (8-K Item 4.02) is replayed point-in-time via the pit_item402_history.parquet — names that filed an Item 4.02 in the trailing year at a historical rebalance are correctly excluded from the AI-pick basket. SELECTION FOOTPRINT: the adaptive rule's thresholds (composite_min=65 / hold_band=55 / floor 5 / uncapped) were grid-swept IN-SAMPLE on the same 40-leg window shown as the track record; the adaptive book's lead over the best fixed-N basket is approximately -11.8pp (~-1% of total return) and is a tuning artifact until confirmed on a fresh out-of-sample window. McLean-Pontiff (2016) is cited for decay of PUBLISHED factors; this rule was never published, so the relevant haircut is the out-of-sample decay term plus the in-sample-selection penalty above, not the ~32% post-publication figure. The Deflated Sharpe Ratio (n_trials=16, quarterly) is the primary inferential gate; the DSR result is stored in meta.validation on the next artifact rerun. In this 2016-2026 sample the adaptive AI-pick net line outperformed the S&P 500 (961 vs 401, both rebased to 100 at the start). The adaptive rule's thresholds were selected IN-SAMPLE on this same window — the out-of-sample edge is unknown until confirmed on a fresh window not used during threshold selection. A factor-tilted, sector-CONCENTRATED book (no per-sector cap) carries higher single-sector risk and can diverge from a cap-weighted index, in either direction, for long stretches. Any in-sample edge is concentration- and regime-driven — past performance, even favorable, does not predict future results.