Research

Track Record

Every call this site publishes is logged on the day it is made and never edited, then scored the same way: total return against the S&P 500 over exactly the same days.

Every Call

Return includes dividends and runs from the close on the report date. Each call is checked against the S&P 500 at three, six and twelve months; a call is ahead if it beat the index at its latest checkpoint. The call itself (Buy, Hold or Watch) is shown alongside and summarised separately above, so the method is the same for every recommendation.

 

Rows are never edited: when a report is revised, its new call is added as a new row and scored from its own date. The log started on October 20, 2026, so the first checkpoints arrive in January 2027 and results before then are mostly noise. Private-company views are not scored because they have no market price. Costco (FIN 370 coursework) is left out because its sections were priced on different dates. Not investment advice.