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 2026-10-14T01:44:56Z

Validation gates · how we know it isn’t luck

Deflated Sharpe · 16-trial correction — Φ=0.99998PASSPBO 0.13 (12 configs, 16 splits) — PASSOOS holdout: held — test +19.5% vs bmark +15.6% / Sharpe 0.82Walk-fwd Sharpe 1.43–1.86

Selection footprint

The adaptive book's lead over the best fixed-N basket (by_count[8]) is approximately -76.5pp (~-9% 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

+828.0%

since 2016-08-15 · 41 quarterly rebalances

SPY

+318.0%

+510.0% vs index

Outperformance

+510.0%

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)$93k+828.0%

SPY$42k+318.0%

Gross

+848.5%

Net (10bps)

+828.0%

Net (25bps)

+797.9%

Current picks

as of 2026-08-14

AI-sized basket — 6 stocks this quarter, inverse-volatility weighted. Top sector: Financials — 3 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

1HeldACGLFinancials25.3%
2HeldSYFFinancials18.3%
3HeldIBKRFinancials15.5%
4NewDECKConsumer Discretionary15.2%
5HeldLULUConsumer Discretionary13.6%
6HeldAPAEnergy12.1%
7SoldALLFinancials—

Annual returns

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

Year	AI pick · adaptive	SPY
2016	+5.95%	+3.15%
2017	+22.90%	+21.70%
2018	+8.75%	−4.56%
2019	+36.62%	+31.22%
2020	+48.87%	+18.33%
2021	+47.11%	+28.73%
2022	−5.29%	−18.18%
2023	+30.08%	+26.18%
2024	+32.02%	+24.89%
2025	+19.31%	+17.72%
2026	+12.88%	+14.99%
CAGR	+24.52%	+15.12%

CAGR = compound annual growth over the 10.2-year backtest window (2016-08-15 → 2026-10-13). 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	−0.23%	+2.06%
3 Month	−2.96%	+4.12%
6 Month	+0.06%	+13.98%
9 Month	+12.40%	+13.03%
YTD	+12.88%	+14.99%
1 Year	+23.72%	+18.62%
3 Year	+103.85%	+86.98%
5 Year	+151.85%	+91.17%
7 Year	+429.28%	+190.26%
10 Year	+837.53%	+327.72%
Total return	+827.96%	+317.97%

Trailing-period total return derived from the backtest NAV series (2016-08-15 → 2026-10-13). 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

41 quarterly rebalances

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

Total return−5.0%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldACGLFinancials+2.4%25.3%
2. 2HeldSYFFinancials+0.6%18.3%
3. 3HeldIBKRFinancials+0.4%15.5%
4. 4NewDECKConsumer Discretionary−9.5%15.2%
5. 5HeldLULUConsumer Discretionary−51.6%13.6%
6. 6HeldAPAEnergy+21.9%12.1%
7. 7SoldALLFinancials+20.9%—
Total return+5.1%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldACGLFinancials+4.5%25.6%
2. 2NewALLFinancials+20.9%23.0%
3. 3HeldSYFFinancials+13.8%15.5%
4. 4NewIBKRFinancials+5.9%13.2%
5. 5HeldLULUConsumer Discretionary−35.6%11.9%
6. 6NewAPAEnergy+4.6%10.8%
7. 7SoldCFMaterials+80.5%—
8. 8SoldTRVFinancials+0.5%—
Total return+8.7%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewTRVFinancials+0.5%28.2%
2. 2HeldACGLFinancials−1.8%25.5%
3. 3HeldCFMaterials+80.5%17.3%
4. 4HeldSYFFinancials−1.2%16.4%
5. 5HeldLULUConsumer Discretionary−37.9%12.6%
6. 6SoldKLACInformation Technology+541.5%—
7. 7SoldHSTReal Estate+28.7%—
8. 8SoldDECKConsumer Discretionary−30.6%—
9. 9SoldDVAHealth Care−7.7%—
Total return+58.3%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldACGLFinancials+5.1%17.9%
2. 2HeldHSTReal Estate+28.7%16.0%
3. 3HeldSYFFinancials−1.7%15.2%
4. 4HeldDVAHealth Care−7.7%12.5%
5. 5HeldCFMaterials+26.6%12.5%
6. 6HeldKLACInformation Technology+541.5%9.7%
7. 7NewLULUConsumer Discretionary+3.4%8.3%
8. 8HeldDECKConsumer Discretionary−30.6%7.9%
9. 9SoldHALEnergy+29.4%—
10. 10SoldSTLDMaterials+56.4%—
Total return+40.7%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldACGLFinancials−1.3%15.8%
2. 2HeldDVAHealth Care−22.5%13.1%
3. 3HeldCFMaterials+13.1%12.7%
4. 4NewHSTReal Estate+11.4%12.6%
5. 5HeldSTLDMaterials+56.4%10.6%
6. 6NewSYFFinancials+0.8%10.2%
7. 7HeldKLACInformation Technology+392.1%9.1%
8. 8HeldHALEnergy+29.4%8.8%
9. 9HeldDECKConsumer Discretionary−49.0%7.1%
10. 10SoldLRCXInformation Technology+53.6%—
Total return+36.5%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewACGLFinancials−2.2%18.4%
2. 2HeldDVAHealth Care−14.6%15.3%
3. 3HeldCFMaterials+12.1%14.4%
4. 4HeldSTLDMaterials+26.0%12.9%
5. 5NewHALEnergy+2.3%10.6%
6. 6HeldKLACInformation Technology+313.5%10.3%
7. 7HeldLRCXInformation Technology+53.6%9.2%
8. 8HeldDECKConsumer Discretionary−37.6%8.9%
9. 9SoldTSCOConsumer Discretionary+197.8%—
Total return+75.8%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldTSCOConsumer Discretionary+197.8%18.8%
2. 2HeldCFMaterials+14.1%15.7%
3. 3NewDVAHealth Care−8.8%14.9%
4. 4HeldSTLDMaterials+35.7%13.7%
5. 5HeldKLACInformation Technology+243.7%13.6%
6. 6HeldLRCXInformation Technology+17.8%12.4%
7. 7HeldDECKConsumer Discretionary−23.3%10.9%
8. 8SoldAVGOInformation Technology+345.6%—
9. 9SoldNFLXCommunication Services+99.1%—
10. 10SoldSMCIInformation Technology−15.7%—
Total return+118.5%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldTSCOConsumer Discretionary+289.9%17.0%
2. 2HeldCFMaterials+7.4%16.3%
3. 3HeldNFLXCommunication Services+99.1%15.4%
4. 4HeldSTLDMaterials+41.7%11.4%
5. 5HeldDECKConsumer Discretionary−1.8%11.1%
6. 6HeldAVGOInformation Technology+345.6%8.4%
7. 7HeldLRCXInformation Technology+14.8%8.3%
8. 8HeldKLACInformation Technology+238.5%7.9%
9. 9HeldSMCIInformation Technology−15.7%4.2%
10. 10SoldWRBFinancials+14.4%—
Total return+85.8%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldWRBFinancials+14.4%14.8%
2. 2HeldTSCOConsumer Discretionary+300.7%13.3%
3. 3HeldNFLXCommunication Services+56.2%12.9%
4. 4HeldSTLDMaterials+47.1%12.6%
5. 5HeldCFMaterials+14.3%11.5%
6. 6HeldDECKConsumer Discretionary+20.1%8.7%
7. 7HeldKLACInformation Technology+186.8%7.6%
8. 8HeldLRCXInformation Technology+1.0%7.6%
9. 9HeldAVGOInformation Technology+229.2%6.8%
10. 10NewSMCIInformation Technology−68.8%4.2%
11. 11SoldCOFFinancials−1.3%—
12. 12SoldBBYConsumer Discretionary+12.2%—
13. 13SoldLYBMaterials+2.0%—
Total return+66.9%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldLYBMaterials+2.0%12.8%
2. 2HeldTSCOConsumer Discretionary+288.3%10.8%
3. 3NewWRBFinancials+10.5%10.0%
4. 4HeldCOFFinancials−1.3%9.9%
5. 5HeldCFMaterials+5.7%8.8%
6. 6HeldBBYConsumer Discretionary+12.2%8.7%
7. 7HeldSTLDMaterials+11.1%8.3%
8. 8HeldLRCXInformation Technology+18.2%6.6%
9. 9HeldNFLXCommunication Services+14.5%6.4%
10. 10HeldKLACInformation Technology+291.6%6.3%
11. 11NewDECKConsumer Discretionary+1.7%5.8%
12. 12HeldAVGOInformation Technology+207.9%5.6%
13. 13SoldANETInformation Technology+22.7%—
14. 14SoldDVAHealth Care+11.7%—
15. 15SoldAPHInformation Technology+52.4%—
16. 16SoldCEMaterials+40.7%—
17. 17SoldFANGEnergy+33.7%—
Total return+67.6%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldAPHInformation Technology+52.4%10.9%
2. 2HeldLYBMaterials+5.9%10.8%
3. 3HeldTSCOConsumer Discretionary+327.2%7.1%
4. 4NewCFMaterials−2.9%7.0%
5. 5HeldFANGEnergy+33.7%7.0%
6. 6HeldCEMaterials+40.7%6.7%
7. 7HeldSTLDMaterials+41.7%6.6%
8. 8HeldBBYConsumer Discretionary−2.6%6.5%
9. 9NewCOFFinancials+7.3%6.4%
10. 10HeldKLACInformation Technology+277.2%5.9%
11. 11HeldLRCXInformation Technology+36.3%5.8%
12. 12HeldAVGOInformation Technology+170.3%5.7%
13. 13NewNFLXCommunication Services+5.9%4.7%
14. 14NewANETInformation Technology+22.7%4.6%
15. 15NewDVAHealth Care+11.7%4.3%
16. 16SoldWRBFinancials+20.7%—
17. 17SoldTPRConsumer Discretionary+46.6%—
18. 18SoldMMMIndustrials−23.1%—
Total return+55.0%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldAPHInformation Technology+19.7%10.7%
2. 2NewWRBFinancials+20.7%10.3%
3. 3HeldLYBMaterials−2.1%9.5%
4. 4HeldFANGEnergy+13.2%9.1%
5. 5HeldTSCOConsumer Discretionary+265.5%8.3%
6. 6HeldBBYConsumer Discretionary−2.2%7.9%
7. 7HeldMMMIndustrials−23.1%7.3%
8. 8HeldCEMaterials+30.3%6.9%
9. 9HeldSTLDMaterials+23.1%6.6%
10. 10HeldAVGOInformation Technology+128.9%6.5%
11. 11HeldKLACInformation Technology+223.2%6.0%
12. 12NewLRCXInformation Technology+32.1%5.6%
13. 13NewTPRConsumer Discretionary+46.6%5.3%
14. 14SoldRHIIndustrials+21.5%—
15. 15SoldCTASIndustrials+11.0%—
16. 16SoldCFMaterials+21.8%—
Total return+35.4%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewCTASIndustrials+11.0%12.8%
2. 2NewAPHInformation Technology+1.6%10.4%
3. 3HeldLYBMaterials−1.6%8.6%
4. 4HeldTSCOConsumer Discretionary+219.6%8.6%
5. 5HeldBBYConsumer Discretionary−13.3%8.2%
6. 6HeldFANGEnergy+1.8%7.5%
7. 7HeldMMMIndustrials−21.8%7.0%
8. 8HeldRHIIndustrials+21.5%6.9%
9. 9HeldCEMaterials+10.0%6.5%
10. 10HeldCFMaterials+21.8%6.2%
11. 11HeldSTLDMaterials+13.3%6.1%
12. 12HeldAVGOInformation Technology+75.2%5.8%
13. 13HeldKLACInformation Technology+169.6%5.4%
14. 14SoldWYReal Estate+10.9%—
Total return+41.4%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldTSCOConsumer Discretionary+242.0%10.2%
2. 2HeldAVGOInformation Technology+48.2%9.9%
3. 3HeldMMMIndustrials−16.4%9.8%
4. 4HeldBBYConsumer Discretionary+1.6%9.8%
5. 5HeldLYBMaterials−0.1%9.7%
6. 6NewWYReal Estate+10.9%9.3%
7. 7NewRHIIndustrials+13.2%8.4%
8. 8NewCFMaterials+16.6%7.5%
9. 9HeldCEMaterials+8.0%7.2%
10. 10HeldKLACInformation Technology+141.5%6.5%
11. 11HeldFANGEnergy−5.5%6.4%
12. 12NewSTLDMaterials+10.3%5.3%
13. 13SoldMRNAHealth Care+2.3%—
14. 14SoldCTASIndustrials+32.1%—
15. 15SoldCPRTIndustrials+17.8%—
16. 16SoldHALEnergy−25.0%—
17. 17SoldGSFinancials−14.6%—
18. 18SoldORLYConsumer Discretionary+216.4%—
Total return+45.9%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldORLYConsumer Discretionary+216.4%10.4%
2. 2HeldGSFinancials−14.6%9.4%
3. 3HeldCTASIndustrials+32.1%9.3%
4. 4NewCPRTIndustrials+17.8%8.3%
5. 5HeldMMMIndustrials−21.4%7.9%
6. 6HeldTSCOConsumer Discretionary+264.4%7.8%
7. 7HeldLYBMaterials−10.5%7.1%
8. 8HeldFANGEnergy−18.1%7.0%
9. 9NewAVGOInformation Technology+7.0%6.9%
10. 10HeldBBYConsumer Discretionary−9.8%5.9%
11. 11HeldKLACInformation Technology+96.9%5.5%
12. 12NewCEMaterials−12.7%5.4%
13. 13NewHALEnergy−25.0%5.3%
14. 14HeldMRNAHealth Care+2.3%3.8%
15. 15SoldGOOGLCommunication Services+18.2%—
16. 16SoldAMZNConsumer Discretionary+91.6%—
17. 17SoldANETInformation Technology+215.3%—
Total return+74.1%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldORLYConsumer Discretionary+187.9%12.4%
2. 2HeldCTASIndustrials+24.4%10.3%
3. 3NewGSFinancials−2.1%9.4%
4. 4NewMMMIndustrials−11.8%8.5%
5. 5HeldTSCOConsumer Discretionary+268.2%8.5%
6. 6HeldLYBMaterials−3.8%7.9%
7. 7HeldBBYConsumer Discretionary+3.5%6.8%
8. 8HeldGOOGLCommunication Services+18.2%6.8%
9. 9NewFANGEnergy−7.1%6.5%
10. 10HeldANETInformation Technology+215.3%6.4%
11. 11HeldKLACInformation Technology+94.0%6.4%
12. 12HeldAMZNConsumer Discretionary+91.6%5.5%
13. 13HeldMRNAHealth Care+26.2%4.6%
Total return+79.3%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldCTASIndustrials+22.8%14.7%
2. 2HeldLYBMaterials−12.8%12.5%
3. 3HeldORLYConsumer Discretionary+178.0%11.7%
4. 4HeldGOOGLCommunication Services+18.8%10.3%
5. 5HeldTSCOConsumer Discretionary+227.7%10.3%
6. 6HeldBBYConsumer Discretionary−10.4%9.4%
7. 7HeldANETInformation Technology+190.3%9.2%
8. 8HeldKLACInformation Technology+82.0%8.2%
9. 9HeldAMZNConsumer Discretionary+85.6%7.6%
10. 10HeldMRNAHealth Care+26.4%6.1%
11. 11SoldTPRConsumer Discretionary−16.9%—
Total return+76.9%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldCTASIndustrials+21.3%14.7%
2. 2NewLYBMaterials−9.0%11.8%
3. 3HeldTSCOConsumer Discretionary+203.9%10.9%
4. 4HeldORLYConsumer Discretionary+143.9%10.6%
5. 5HeldGOOGLCommunication Services+59.9%10.1%
6. 6NewBBYConsumer Discretionary−4.1%8.7%
7. 7HeldANETInformation Technology+187.0%8.1%
8. 8HeldAMZNConsumer Discretionary+145.6%7.0%
9. 9HeldKLACInformation Technology+91.4%6.9%
10. 10HeldTPRConsumer Discretionary−16.9%6.5%
11. 11NewMRNAHealth Care+25.6%4.7%
12. 12SoldALLFinancials−4.8%—
13. 13SoldNVDAInformation Technology+76.6%—
14. 14SoldKMIEnergy+10.7%—
15. 15SoldLMTIndustrials+13.2%—
16. 16SoldAFLFinancials+3.4%—
17. 17SoldHIIIndustrials+7.2%—
Total return+49.8%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldAFLFinancials+3.4%10.0%
2. 2HeldORLYConsumer Discretionary+109.4%9.0%
3. 3NewKMIEnergy+10.7%8.9%
4. 4HeldHIIIndustrials+7.2%8.6%
5. 5NewCTASIndustrials+1.7%8.6%
6. 6HeldALLFinancials−4.8%8.5%
7. 7HeldTSCOConsumer Discretionary+225.0%8.0%
8. 8NewLMTIndustrials+13.2%8.0%
9. 9HeldGOOGLCommunication Services+52.4%7.1%
10. 10HeldTPRConsumer Discretionary−28.8%5.5%
11. 11HeldAMZNConsumer Discretionary+100.9%5.3%
12. 12HeldKLACInformation Technology+65.9%4.7%
13. 13HeldANETInformation Technology+140.2%4.2%
14. 14HeldNVDAInformation Technology+76.6%3.6%
15. 15SoldNRGUtilities+6.4%—
Total return+72.8%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldORLYConsumer Discretionary+117.4%11.3%
2. 2HeldAFLFinancials+16.5%11.0%
3. 3HeldALLFinancials−7.3%10.4%
4. 4NewHIIIndustrials−4.2%9.9%
5. 5HeldGOOGLCommunication Services+71.2%9.7%
6. 6HeldTSCOConsumer Discretionary+246.8%9.1%
7. 7HeldAMZNConsumer Discretionary+129.9%8.9%
8. 8NewNRGUtilities+6.4%7.2%
9. 9HeldKLACInformation Technology+75.5%6.2%
10. 10NewTPRConsumer Discretionary−12.5%5.8%
11. 11HeldNVDAInformation Technology+107.3%5.3%
12. 12HeldANETInformation Technology+148.1%5.2%
13. 13SoldCTASIndustrials+11.7%—
14. 14SoldMNSTConsumer Staples−6.5%—
15. 15SoldLYBMaterials+3.5%—
Total return+83.0%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldORLYConsumer Discretionary+115.4%12.1%
2. 2HeldGOOGLCommunication Services+95.7%9.9%
3. 3HeldAFLFinancials+2.3%9.7%
4. 4NewMNSTConsumer Staples−6.5%9.5%
5. 5HeldALLFinancials−15.7%9.4%
6. 6NewCTASIndustrials+11.7%8.6%
7. 7HeldANETInformation Technology+152.6%8.6%
8. 8HeldTSCOConsumer Discretionary+257.4%8.0%
9. 9HeldAMZNConsumer Discretionary+159.8%7.9%
10. 10HeldLYBMaterials+3.5%5.9%
11. 11HeldNVDAInformation Technology+159.4%5.2%
12. 12HeldKLACInformation Technology+107.9%5.2%
13. 13SoldNDAQFinancials+17.0%—
14. 14SoldNRGUtilities+28.7%—
15. 15SoldWRBFinancials−5.3%—
Total return+55.9%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewALLFinancials−2.3%10.5%
2. 2NewAFLFinancials+2.1%10.3%
3. 3NewNDAQFinancials+17.0%10.3%
4. 4NewWRBFinancials−5.3%9.9%
5. 5HeldORLYConsumer Discretionary+95.6%8.9%
6. 6HeldAMZNConsumer Discretionary+140.0%8.5%
7. 7HeldANETInformation Technology+60.6%7.2%
8. 8HeldTSCOConsumer Discretionary+212.7%7.2%
9. 9HeldGOOGLCommunication Services+86.9%7.2%
10. 10HeldLYBMaterials+12.8%6.6%
11. 11HeldNVDAInformation Technology+72.4%4.7%
12. 12NewNRGUtilities+28.7%4.5%
13. 13HeldKLACInformation Technology+64.8%4.2%
14. 14SoldNTAPInformation Technology+56.2%—
15. 15SoldHIIIndustrials+24.2%—
16. 16SoldFTNTInformation Technology+24.8%—
17. 17SoldMNSTConsumer Staples+44.2%—
18. 18SoldBIIBHealth Care+12.7%—
19. 19SoldDXCMHealth Care−17.6%—
20. 20SoldODFLIndustrials+78.1%—
21. 21SoldIPMaterials+28.3%—
Total return+58.0%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldMNSTConsumer Staples+44.2%9.2%
2. 2HeldORLYConsumer Discretionary+82.0%8.4%
3. 3NewHIIIndustrials+24.2%7.4%
4. 4HeldGOOGLCommunication Services+54.5%6.9%
5. 5HeldODFLIndustrials+78.1%6.9%
6. 6HeldAMZNConsumer Discretionary+132.7%6.9%
7. 7HeldIPMaterials+28.3%6.6%
8. 8HeldTSCOConsumer Discretionary+197.3%6.6%
9. 9HeldNTAPInformation Technology+56.2%6.2%
10. 10HeldANETInformation Technology+42.1%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+22.6%5.1%
15. 15NewDXCMHealth Care−17.6%4.8%
16. 16HeldBIIBHealth Care+12.7%2.3%
17. 17SoldURIIndustrials+59.9%—
Total return+51.4%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldORLYConsumer Discretionary+41.6%12.0%
2. 2HeldODFLIndustrials+42.8%10.1%
3. 3HeldMNSTConsumer Staples+42.9%9.7%
4. 4HeldGOOGLCommunication Services+39.4%8.4%
5. 5HeldTSCOConsumer Discretionary+154.1%8.1%
6. 6HeldIPMaterials+1.2%7.4%
7. 7NewNTAPInformation Technology+36.4%7.0%
8. 8HeldAMZNConsumer Discretionary+125.4%6.4%
9. 9HeldKLACInformation Technology+57.8%6.2%
10. 10HeldANETInformation Technology+40.8%5.9%
11. 11HeldURIIndustrials+59.9%5.5%
12. 12HeldLYBMaterials+5.2%5.3%
13. 13HeldNVDAInformation Technology+30.7%5.3%
14. 14NewBIIBHealth Care+10.8%2.7%
15. 15SoldLRCXInformation Technology+162.5%—
16. 16SoldCTASIndustrials+64.0%—
Total return+47.7%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldORLYConsumer Discretionary+56.6%10.7%
2. 2HeldTSCOConsumer Discretionary+110.9%9.6%
3. 3NewGOOGLCommunication Services+17.8%9.3%
4. 4HeldMNSTConsumer Staples+31.1%9.1%
5. 5HeldODFLIndustrials+38.8%8.1%
6. 6HeldAMZNConsumer Discretionary+106.9%7.7%
7. 7NewNVDAInformation Technology+15.0%7.0%
8. 8HeldANETInformation Technology+19.1%6.6%
9. 9NewKLACInformation Technology+12.1%6.0%
10. 10HeldIPMaterials−0.6%5.8%
11. 11HeldCTASIndustrials+64.0%5.8%
12. 12HeldLRCXInformation Technology+162.5%5.0%
13. 13NewURIIndustrials+15.6%4.9%
14. 14HeldLYBMaterials−13.1%4.4%
15. 15SoldAAPLInformation Technology+395.7%—
Total return+84.5%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldAMZNConsumer Discretionary+98.8%12.8%
2. 2HeldMNSTConsumer Staples+29.2%11.3%
3. 3HeldTSCOConsumer Discretionary+139.0%10.9%
4. 4HeldAAPLInformation Technology+395.7%9.7%
5. 5NewODFLIndustrials+28.6%9.5%
6. 6HeldORLYConsumer Discretionary+58.9%8.9%
7. 7HeldANETInformation Technology−11.3%8.9%
8. 8HeldIPMaterials−18.0%8.1%
9. 9NewCTASIndustrials+39.1%7.6%
10. 10HeldLRCXInformation Technology+126.0%6.2%
11. 11HeldLYBMaterials−19.2%6.1%
12. 12SoldGOOGLCommunication Services−0.3%—
Total return+36.6%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldMNSTConsumer Staples+0.2%17.5%
2. 2HeldGOOGLCommunication Services−0.3%13.0%
3. 3HeldTSCOConsumer Discretionary+71.7%11.3%
4. 4HeldAAPLInformation Technology+223.7%10.5%
5. 5HeldAMZNConsumer Discretionary+47.3%10.5%
6. 6HeldIPMaterials−33.2%9.5%
7. 7HeldORLYConsumer Discretionary+38.6%9.5%
8. 8HeldLYBMaterials−35.1%7.9%
9. 9HeldLRCXInformation Technology+51.5%5.8%
10. 10HeldANETInformation Technology−14.1%4.5%
11. 11SoldCTASIndustrials+16.5%—
12. 12SoldKLACInformation Technology+219.5%—
13. 13SoldFTNTInformation Technology+45.0%—
Total return+59.2%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldAMZNConsumer Discretionary+30.1%11.7%
2. 2HeldAAPLInformation Technology+259.7%8.8%
3. 3NewGOOGLCommunication Services+16.0%8.8%
4. 4HeldMNSTConsumer Staples+13.9%8.8%
5. 5HeldORLYConsumer Discretionary+32.8%8.6%
6. 6HeldCTASIndustrials+16.5%8.3%
7. 7HeldTSCOConsumer Discretionary+46.2%8.0%
8. 8NewIPMaterials−5.1%7.8%
9. 9HeldKLACInformation Technology+219.5%6.7%
10. 10HeldLYBMaterials+0.2%6.5%
11. 11HeldFTNTInformation Technology+45.0%6.1%
12. 12HeldLRCXInformation Technology+97.0%5.8%
13. 13HeldANETInformation Technology−9.0%4.1%
14. 14SoldMUInformation Technology+23.5%—
Total return+49.7%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldORLYConsumer Discretionary+51.6%11.5%
2. 2NewCTASIndustrials+2.0%10.9%
3. 3HeldAMZNConsumer Discretionary+1.8%10.5%
4. 4HeldTSCOConsumer Discretionary+44.9%10.2%
5. 5HeldAAPLInformation Technology+189.2%8.8%
6. 6HeldLYBMaterials+12.7%8.1%
7. 7HeldMNSTConsumer Staples−6.0%7.7%
8. 8HeldKLACInformation Technology+217.3%7.2%
9. 9HeldLRCXInformation Technology+58.9%7.1%
10. 10HeldFTNTInformation Technology+22.3%6.7%
11. 11HeldANETInformation Technology−19.6%5.9%
12. 12HeldMUInformation Technology+23.5%5.4%
13. 13SoldSHWMaterials+69.9%—
Total return+35.8%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldSHWMaterials+69.9%11.5%
2. 2HeldORLYConsumer Discretionary+17.1%10.9%
3. 3HeldTSCOConsumer Discretionary+52.2%10.8%
4. 4HeldLYBMaterials−17.8%9.3%
5. 5HeldAAPLInformation Technology+120.0%9.1%
6. 6HeldAMZNConsumer Discretionary+2.9%8.9%
7. 7HeldKLACInformation Technology+133.2%8.0%
8. 8NewFTNTInformation Technology−0.4%7.4%
9. 9NewMNSTConsumer Staples−11.0%7.2%
10. 10HeldLRCXInformation Technology+10.6%5.9%
11. 11HeldANETInformation Technology−6.1%5.7%
12. 12HeldMUInformation Technology+10.6%5.3%
13. 13SoldAFLFinancials+30.8%—
14. 14SoldMConsumer Discretionary−13.9%—
15. 15SoldNDAQFinancials+2.9%—
Total return+26.3%
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−8.1%9.6%
4. 4HeldORLYConsumer Discretionary+9.9%9.3%
5. 5HeldSHWMaterials+36.7%9.2%
6. 6HeldTSCOConsumer Discretionary+56.7%8.7%
7. 7HeldAAPLInformation Technology+107.4%6.5%
8. 8HeldKLACInformation Technology+91.3%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+51.8%—
15. 15SoldEXCUtilities+11.3%—
Total return+27.3%
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+23.8%8.8%
5. 5HeldSHWMaterials+37.0%8.7%
6. 6HeldLYBMaterials−1.2%8.6%
7. 7HeldTSCOConsumer Discretionary+53.6%7.4%
8. 8HeldFASTIndustrials+51.8%6.9%
9. 9HeldAAPLInformation Technology+85.7%6.7%
10. 10HeldKLACInformation Technology+84.8%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+19.2%—
16. 16SoldLRCXInformation Technology−27.7%—
Total return+20.1%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldAFLFinancials+10.8%12.2%
2. 2NewEXCUtilities+5.1%11.6%
3. 3HeldNDAQFinancials−4.1%10.8%
4. 4HeldSHWMaterials+31.4%8.3%
5. 5HeldAAPLInformation Technology+95.5%7.4%
6. 6HeldLYBMaterials+5.1%6.7%
7. 7HeldEWHealth Care+19.2%6.4%
8. 8HeldTSCOConsumer Discretionary+53.2%6.1%
9. 9HeldFASTIndustrials+34.8%5.8%
10. 10HeldNVDAInformation Technology−22.6%5.5%
11. 11HeldORLYConsumer Discretionary+12.2%5.4%
12. 12HeldKLACInformation Technology+59.8%4.9%
13. 13HeldLRCXInformation Technology−27.7%4.6%
14. 14HeldMConsumer Discretionary+24.0%4.3%
15. 15SoldKDPConsumer Staples+65.2%—
16. 16SoldCNCHealth Care+105.8%—
Total return+38.4%
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+17.3%9.2%
3. 3HeldSHWMaterials+37.6%8.2%
4. 4HeldEWHealth Care+9.6%8.0%
5. 5HeldCNCHealth Care+105.8%7.3%
6. 6HeldAAPLInformation Technology+113.7%7.2%
7. 7HeldLYBMaterials+27.0%7.0%
8. 8HeldFASTIndustrials+38.1%6.9%
9. 9HeldTSCOConsumer Discretionary+32.1%6.0%
10. 10NewMConsumer Discretionary+41.1%5.7%
11. 11HeldORLYConsumer Discretionary+3.5%5.6%
12. 12HeldKLACInformation Technology+85.2%5.4%
13. 13HeldKDPConsumer Staples+65.2%5.2%
14. 14NewNVDAInformation Technology+6.5%4.5%
15. 15HeldLRCXInformation Technology−11.9%4.2%
16. 16SoldMUInformation Technology+20.4%—
Total return+28.9%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldSHWMaterials+19.8%11.7%
2. 2HeldAFLFinancials+13.0%11.3%
3. 3HeldAAPLInformation Technology+88.9%9.4%
4. 4HeldFASTIndustrials+23.2%8.4%
5. 5HeldLYBMaterials+24.8%8.2%
6. 6HeldEWHealth Care+9.4%7.7%
7. 7HeldTSCOConsumer Discretionary+14.6%7.4%
8. 8HeldORLYConsumer Discretionary−10.6%7.3%
9. 9HeldCNCHealth Care+56.4%7.0%
10. 10HeldKLACInformation Technology+75.6%6.5%
11. 11HeldLRCXInformation Technology−1.4%5.4%
12. 12HeldKDPConsumer Staples+38.9%5.2%
13. 13HeldMUInformation Technology+20.4%4.5%
14. 14SoldISRGHealth Care+44.8%—
15. 15SoldBBYConsumer Discretionary+131.2%—
16. 16SoldHPEnergy+11.7%—
Total return+28.7%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldAFLFinancials+9.1%12.1%
2. 2HeldKDPConsumer Staples+30.0%10.2%
3. 3HeldSHWMaterials+34.3%8.3%
4. 4HeldISRGHealth Care+44.8%7.5%
5. 5HeldAAPLInformation Technology+69.1%7.0%
6. 6HeldLYBMaterials+24.5%6.6%
7. 7HeldFASTIndustrials+29.7%6.3%
8. 8HeldEWHealth Care+2.9%6.0%
9. 9HeldKLACInformation Technology+68.2%5.0%
10. 10NewTSCOConsumer Discretionary+10.8%5.0%
11. 11NewLRCXInformation Technology−12.0%4.8%
12. 12HeldORLYConsumer Discretionary−19.9%4.8%
13. 13HeldCNCHealth Care+39.9%4.7%
14. 14HeldHPEnergy+11.7%4.0%
15. 15HeldBBYConsumer Discretionary+131.2%3.9%
16. 16NewMUInformation Technology−5.1%3.8%
17. 17SoldNVDAInformation Technology+59.4%—
18. 18SoldRHIIndustrials+27.4%—
Total return+22.0%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewAFLFinancials+4.8%12.8%
2. 2HeldSHWMaterials+28.8%9.6%
3. 3HeldKDPConsumer Staples−2.4%9.6%
4. 4HeldISRGHealth Care+38.1%7.7%
5. 5HeldAAPLInformation Technology+68.3%7.7%
6. 6HeldLYBMaterials+14.4%7.2%
7. 7HeldCNCHealth Care+27.7%7.0%
8. 8HeldRHIIndustrials+27.4%6.5%
9. 9HeldEWHealth Care−19.5%6.4%
10. 10HeldFASTIndustrials+12.6%5.7%
11. 11HeldKLACInformation Technology+56.6%5.3%
12. 12HeldHPEnergy−6.6%4.3%
13. 13HeldORLYConsumer Discretionary−26.3%3.7%
14. 14HeldBBYConsumer Discretionary+82.6%3.5%
15. 15HeldNVDAInformation Technology+59.4%3.0%
16. 16SoldSWKSInformation Technology+2.0%—
17. 17SoldINTCInformation Technology+7.6%—
18. 18SoldUALIndustrials+11.5%—
Total return+12.3%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewKDPConsumer Staples+0.9%9.5%
2. 2HeldINTCInformation Technology+7.6%9.1%
3. 3HeldAAPLInformation Technology+55.3%8.4%
4. 4NewISRGHealth Care+13.4%7.1%
5. 5HeldSHWMaterials+9.1%7.1%
6. 6HeldKLACInformation Technology+39.8%6.9%
7. 7HeldORLYConsumer Discretionary−27.0%6.2%
8. 8HeldLYBMaterials−5.3%5.8%
9. 9HeldRHIIndustrials+3.0%5.4%
10. 10HeldFASTIndustrials+3.2%5.2%
11. 11HeldCNCHealth Care+10.1%4.9%
12. 12HeldBBYConsumer Discretionary+81.0%4.7%
13. 13HeldEWHealth Care−9.9%4.3%
14. 14HeldHPEnergy−21.0%4.3%
15. 15NewSWKSInformation Technology+2.0%4.2%
16. 16HeldUALIndustrials+11.5%4.2%
17. 17NewNVDAInformation Technology+25.5%2.7%
18. 18SoldRIGEnergy+1.5%—
19. 19SoldWUInformation Technology−5.8%—
Total return+12.8%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldAAPLInformation Technology+49.6%10.3%
2. 2HeldINTCInformation Technology+4.8%9.5%
3. 3HeldKLACInformation Technology+49.2%8.9%
4. 4HeldWUInformation Technology−5.8%8.4%
5. 5HeldORLYConsumer Discretionary−10.0%7.3%
6. 6HeldFASTIndustrials+4.0%7.2%
7. 7NewLYBMaterials−10.6%7.1%
8. 8HeldUALIndustrials+22.3%6.5%
9. 9NewSHWMaterials+8.0%6.4%
10. 10HeldRHIIndustrials+9.3%6.4%
11. 11HeldHPEnergy−3.5%5.1%
12. 12HeldBBYConsumer Discretionary+51.6%5.0%
13. 13HeldEWHealth Care−11.0%4.3%
14. 14HeldCNCHealth Care+0.5%3.9%
15. 15HeldRIGEnergy+1.5%3.7%
16. 16SoldKDPConsumer Staples−0.1%—
Total return+9.2%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1HeldKDPConsumer Staples−0.1%12.0%
2. 2HeldWUInformation Technology−5.2%10.3%
3. 3HeldINTCInformation Technology+5.0%9.7%
4. 4HeldAAPLInformation Technology+29.4%8.9%
5. 5HeldORLYConsumer Discretionary−6.2%8.8%
6. 6HeldKLACInformation Technology+27.3%7.8%
7. 7HeldFASTIndustrials+16.6%7.6%
8. 8NewRHIIndustrials+8.9%6.2%
9. 9HeldHPEnergy+17.0%5.9%
10. 10NewUALIndustrials+17.2%5.4%
11. 11HeldEWHealth Care−24.8%5.1%
12. 12HeldBBYConsumer Discretionary+33.2%4.8%
13. 13HeldCNCHealth Care−5.8%4.0%
14. 14HeldRIGEnergy+35.9%3.5%
15. 15SoldISRGHealth Care−9.9%—
16. 16SoldUNHHealth Care+8.0%—
Total return−3.5%
Weighted by holding size — the blended return of every "Your return" below, since each stock was bought.
#StatusTickerSectorYour returnWeight
1. 1NewUNHHealth Care+8.0%12.0%
2. 2NewKDPConsumer Staples−14.5%9.6%
3. 3NewISRGHealth Care−9.9%9.1%
4. 4NewORLYConsumer Discretionary−8.7%8.9%
5. 5NewINTCInformation Technology−0.5%8.0%
6. 6NewFASTIndustrials+3.8%7.9%
7. 7NewWUInformation Technology−1.3%7.8%
8. 8NewEWHealth Care−24.2%6.9%
9. 9NewKLACInformation Technology+9.5%6.8%
10. 10NewAAPLInformation Technology−2.9%6.5%
11. 11NewBBYConsumer Discretionary+16.6%5.2%
12. 12NewCNCHealth Care−27.3%5.0%
13. 13NewHPEnergy+3.0%4.0%
14. 14NewRIGEnergy+1.9%2.3%

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 -76.5pp (~-9% 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 (927 vs 418, 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.