Starting Index
transparent model intelligence
Profile records
Balanced
Top 10 ranked names with rank-weighting for a middle ground between breadth and concentration. This public preview shows the 10-holding profile record without exposing current holdings or target weights. The research backtest CAGR is 26%. History before July 2026 is reconstructed from saved model ranking history. Live profile tracking begins with the July 2026 publication.
Profile Return
50.91%
SPY Return
9.18%
Excess
41.73%
Balanced Profile Record
Reconstructed history and live tracking are shown separately.Current holdings and target weights remain inside the subscriber model workspace.
Reconstructed
Live
SPY
Profile Record PathFeb 3-Jul 16, 2026
Reconstructed
Live
SPY
ProfileBalanced
Holdings10
Live TrackingJul 1, 2026
BenchmarkSPY
Current AllocationSubscriber only
How to Read This
Profile records are separate from the live platform record on the homepage.
Reconstructed period
February through June uses saved monthly ranking history to show how each profile framework would have behaved before live profile tracking began.
Live profile period
Starting with July 2026, the profile record follows the published profile artifacts forward.
Subscriber detail
Current holdings, weights, monthly changes, source hashes, and order-sheet tools remain inside the subscriber model workspace.