Equity Research Performance

Daily-close tracking for LF0 equity research ratings. Returns are measured from the adjusted close on the publication entry date to the latest available adjusted close (or the frozen close-out date once a call’s tracking window ends). This is a research scorecard, not a trading record.

Articles tracked (excl. Hold)49

Active long/short calls49

Average signal return+3.1%

Call hit rate+61.2%

139 total calls tracked including Hold. Hold is excluded from the KPI tiles above since it isn’t a directional long/short position.

How to read this: Signal return is direction-adjusted. Buy calls count the stock return directly; Sell calls flip the sign because the bearish call works when the stock falls. Strong Buy and Strong Sell use the same idea with 1.5x conviction weighting.

Current read: the scorecard is mixed, not convincingly strong. The average directional call is roughly flat and the call hit rate is near a coin flip. Buy calls have worked better so far, while Strong Sell is a tiny sample and is currently performing poorly because those stocks rose after the bearish calls. A low monthly Sell hit rate means the bearish calls in that month have not been right yet.

Use the dashboard as the public receipt for LF0 stock research.Every Buy, Sell, Strong Buy, and Strong Sell call is linked back to the original article and updated from daily-close data.

Open the scorecard Get new research notes

Weekly Performance Article Archive

This week – Sep 4, 2026

Weekly Performance Update — September 04, 2026

Articles136

Hit Rate57.4%

Avg Signal Return2.79%

Across 136 articles, our hit rate is 57.4% and our average signal return is 2.79%, so the book is still modestly positive overall. This run, Buy is the strongest tier on accuracy and average signal return, w…

Read update

Last week – Aug 28, 2026

Weekly Performance Update — August 28, 2026

Articles125

Hit Rate55.6%

Avg Signal Return-0.94%

Across 125 articles, our hit rate is 55.6% and our average signal return is -0.94%, so the record is mixed rather than cleanly directional. This run, Buy is the strongest tier on the numbers we have, while S…

Read update

Previous – Aug 21, 2026

Weekly Performance Update — August 21, 2026

Articles109

Hit Rate62.5%

Avg Signal Return0.62%

Across 109 tracked articles, our hit rate is 62.5% and our average signal return is 0.62%, so the book is still modestly positive overall. This run, Buy is the strongest tier on both accuracy and average sig…

Read update

A new weekly performance article is published each Friday; this dashboard stays as the live daily-close scorecard.

Cautious on U.S. Companies, Not Calling a Crash

Strong Buy

Buy

Hold

Sell

Strong Sell

The mix is deliberately defensive: most covered companies are Hold, with more Sell/Strong Sell calls than Buy/Strong Buy calls. That is a company-level valuation and fundamentals read, not a macro recession forecast. Hold calls are monitored separately because they are not directional portfolio positions.

Performance by Rating

Strong Buy

Articles0

Avg Stock Returnn/a

Avg Signal Returnn/a

Call Hit Raten/a

Buy

Articles3

Avg Stock Return+7.2%

Avg Signal Return+7.2%

Call Hit Rate+66.7%

Hold

Articles90

Avg Stock Return+1.2%

Avg Signal Returnn/a

Call Hit Rate+70.0%

Sell

Articles44

Avg Stock Return-3.4%

Avg Signal Return+3.4%

Call Hit Rate+61.4%

Strong Sell

Articles2

Avg Stock Return+6.6%

Avg Signal Return-9.9%

Call Hit Rate+50.0%

Call Hit Rate = Correct for Buy/Sell-style ratings, or stayed within the +/-10% band for Hold.

What We Got Right And Wrong

Correctness Summary

LF0 Rating	Calls	Right So Far	Wrong So Far	Hit Rate
Strong Buy	0	0	0	n/a
Buy	3	2	1	+66.7%
Hold	90	63	27	+70.0%
Sell	44	27	17	+61.4%
Strong Sell	2	1	1	+50.0%

Rating vs Actual Stock Outcome

LF0 Rating	Strong Buy outcome	Buy outcome	Hold outcome	Sell outcome	Strong Sell outcome
Strong Buy	0	0	0	0	0
Buy	1	0	2	0	0
Hold	10	12	39	25	4
Sell	2	8	14	14	6
Strong Sell	1	0	0	1	0

The first table is the clean score: right versus wrong by LF0 rating. The matrix below shows what actually happened to the stock after entry. Strong Buy outcome means the stock rose 20% or more; Buy outcome is +5% to +20%; Hold outcome is -5% to +5%; Sell outcome is -20% to -5%; Strong Sell outcome is -20% or worse. Green cells are aligned with the original LF0 rating; red cells moved against it.

Cumulative Performance Through Latest Close

Monthly Cohort Cumulative Performance

This chart is grouped by publication month. The current-month point is month-to-date through the latest available close, not a stale month-end value.

Monthly Rating Portfolios

Blended (long/short pooled)

Month	Articles	Active	Signal Return	Long Book	Short Book	Call Hit Rate
2026-09	5	3	-3.6%	n/a	-3.6%	+33.3%
2026-08	70	20	+3.1%	+4.9%	+2.8%	+70.0%
2026-07	38	20	-0.1%	+20.4%	-0.6%	+55.0%
2026-06	26	6	+17.0%	-3.8%	+21.1%	+66.7%

By Rating

No calls yet.

Month	Articles	Avg Signal Return	Hit Rate
2026-08	1	+4.9%	+100.0%
2026-07	1	+20.4%	+100.0%
2026-06	1	-3.8%	+0.0%

Month	Articles	Avg Stock Return	Hit Rate
2026-09	2	-0.2%	+100.0%
2026-08	50	-2.5%	+90.0%
2026-07	18	+9.4%	+61.1%
2026-06	20	+3.3%	+25.0%

Month	Articles	Avg Signal Return	Hit Rate
2026-09	3	-3.6%	+33.3%
2026-08	18	+2.4%	+66.7%
2026-07	18	+0.6%	+55.6%
2026-06	5	+21.1%	+80.0%

Month	Articles	Avg Signal Return	Hit Rate
2026-08	1	+14.2%	+100.0%
2026-07	1	-34.1%	+0.0%

Statistical Analysis

This section is new and the sample is very thin: our tracked history spans only a few months, and Ken French’s public factor library itself currently reports data with roughly a two-month lag (this uses the daily-frequency factor file, which gives far more data points per week of overlap than a monthly or weekly file would — “daily” here means one return per trading day, not that the file itself is refreshed daily; its own reporting lag is unaffected by that choice). The usable overlap between the two is often still just a few weeks of trading days per tier today — far short of the years of daily history real factor studies use. CAPM is shown down to a low observation floor “for reference”; the 3-factor model is hidden entirely below its own higher floor. Treat every number below as indicative, not conclusive, and never as a basis for calling any tier “the best” or “the worst.”

CAPM & Fama-French 3-Factor, by Rating

Rating	Factor Obs.	CAPM			Fama-French 3-Factor
Rating	Factor Obs.	Alpha	Beta	R²	Alpha	Mkt Beta	SMB	HML	R²
Strong Buy	0	n/aNeed 10+ overlapping factor days (have 0)			n/aNeed 20+ overlapping factor days (have 0)
Buy	33	+5.7%/yr	-0.09	0.00	+4.0%/yr	0.18	0.04	0.43	0.03
Hold	37	-28.3%/yr	0.90	0.51	-33.7%/yr	0.96	0.44	0.03	0.55
Sell	37	+433.9%/yr	-1.88	0.27	+262.2%/yr	-1.30	1.18	0.87	0.35
Strong Sell	7	n/aNeed 10+ overlapping factor days (have 7)			n/aNeed 20+ overlapping factor days (have 7)

Factor Obs. is the count of LF0 rating-tier return days that overlap the Ken French factor file, not the age of the full article archive. CAPM appears once a rating tier has 10+ overlapping factor days; Fama-French 3-Factor appears at 20+. The Ken French factor file can lag the current market date, so this table uses the latest overlapping factor/price window available through 2026-07-31.

Style Box (Size × Value/Growth tilt)

Value

Blend

Growth

Large

Mid

Buy

Small

Sell

Hold

Stylized: places each tier using its own Fama-French SMB/HML regression coefficients, not Morningstar’s actual holdings-based percentile methodology.

Sector Exposure by Rating

Strong Buy

No calls yet.

Buy

Healthcare2

Basic Materials1

Hold

Technology18

Industrials16

Consumer Cyclical10

Basic Materials9

Energy8

Sell

Technology13

Industrials8

Healthcare6

Energy3

Financial Services3

Strong Sell

Industrials1

Real Estate1

Best Active Calls So Far

Ticker	Rating	Published	Signal Return	Article
BW	Sell	2026-06-19	+58.2%	Article
MTZ	Sell	2026-07-05	+36.8%	Article
FLNC	Sell	2026-07-23	+29.8%	Article
CAR	Sell	2026-06-21	+28.8%	Article
MYRG	Sell	2026-07-17	+26.7%	Article
CIFR	Sell	2026-07-08	+22.7%	Article
UAN	Buy	2026-07-15	+20.4%	Article
AEHR	Sell	2026-06-18	+17.1%	Article

All Equity Research Calls

Published	Ticker	Rating	Entry	Latest	Stock Return	Signal Return	Tracking	Verdict	Article
2026-09-06	BORR	Sell	$4.44	$4.30	-3.2%	+3.2%	Active	Correct so far	View
2026-09-06	LAR	Sell	$6.70	$6.76	+0.9%	-0.9%	Active	Incorrect so far	View
2026-09-05	CYD	Hold	$37.72	$37.23	-1.3%	track only	Active	Hold range	View
2026-09-02	CUE	Sell	$26.96	$30.50	+13.1%	-13.1%	Active	Incorrect so far	View
2026-09-02	DAC	Hold	$153.31	$154.69	+0.9%	track only	Active	Hold range	View
2026-08-31	ERIC	Hold	$10.09	$10.06	-0.3%	track only	Active	Hold range	View
2026-08-31	FE	Hold	$45.86	$46.21	+0.8%	track only	Active	Hold range	View
2026-08-31	TDC	Hold	$29.00	$27.86	-3.9%	track only	Active	Hold range	View
2026-08-31	WSM	Hold	$228.25	$227.52	-0.3%	track only	Active	Hold range	View
2026-08-29	NGL	Hold	$18.97	$17.71	-6.6%	track only	Active	Hold range	View
2026-08-29	PPG	Hold	$112.17	$107.16	-4.5%	track only	Active	Hold range	View
2026-08-29	VRRM	Hold	$4.43	$3.73	-15.8%	track only	Active	Moved beyond Hold range	View
2026-08-28	NBR	Hold	$91.71	$90.54	-1.3%	track only	Active	Hold range	View
2026-08-28	NXE	Sell	$10.40	$10.64	+2.3%	-2.3%	Active	Incorrect so far	View
2026-08-28	RRC	Hold	$41.46	$41.74	+0.7%	track only	Active	Hold range	View
2026-08-27	EXR	Hold	$142.79	$135.63	-5.0%	track only	Active	Hold range	View
2026-08-27	FLS	Hold	$82.00	$75.19	-8.3%	track only	Active	Hold range	View
2026-08-27	SPHR	Sell	$147.34	$140.94	-4.3%	+4.3%	Active	Correct so far	View
2026-08-26	ALT	Sell	$3.15	$3.35	+6.3%	-6.3%	Active	Incorrect so far	View
2026-08-26	R	Hold	$249.64	$244.75	-2.0%	track only	Active	Hold range	View
2026-08-26	STUB	Hold	$6.58	$6.01	-8.7%	track only	Active	Hold range	View
2026-08-26	VOYA	Hold	$101.54	$102.12	+0.6%	track only	Active	Hold range	View
2026-08-25	LHX	Sell	$260.92	$250.41	-4.0%	+4.0%	Active	Correct so far	View
2026-08-24	BA	Sell	$210.46	$206.42	-1.9%	+1.9%	Active	Correct so far	View
2026-08-24	BZUN	Hold	$2.82	$2.75	-2.5%	track only	Active	Hold range	View
2026-08-24	MAMA	Hold	$16.50	$15.23	-7.7%	track only	Active	Hold range	View
2026-08-23	GPRE	Hold	$14.97	$15.64	+4.5%	track only	Active	Hold range	View
2026-08-22	SRG	Strong Sell	$2.11	$1.91	-9.5%	+14.2%	Active	Correct so far	View
2026-08-21	CALY	Hold	$15.89	$15.39	-3.1%	track only	Active	Hold range	View
2026-08-21	LYV	Hold	$181.82	$169.99	-6.5%	track only	Active	Hold range	View
2026-08-21	MLM	Hold	$534.05	$502.99	-5.8%	track only	Active	Hold range	View
2026-08-20	APPF	Hold	$218.85	$205.65	-6.0%	track only	Active	Hold range	View
2026-08-20	GTN	Sell	$4.91	$4.77	-2.9%	+2.9%	Active	Correct so far	View
2026-08-20	NFG	Hold	$83.94	$82.45	-1.8%	track only	Active	Hold range	View
2026-08-20	OOMA	Hold	$20.51	$22.84	+11.4%	track only	Active	Moved beyond Hold range	View
2026-08-19	ETSY	Hold	$80.46	$71.19	-11.5%	track only	Active	Moved beyond Hold range	View
2026-08-19	PENN	Sell	$18.56	$17.17	-7.5%	+7.5%	Active	Correct so far	View
2026-08-19	RRGB	Sell	$9.51	$8.20	-13.8%	+13.8%	Active	Correct so far	View
2026-08-18	DTE	Hold	$140.21	$136.06	-3.0%	track only	Active	Hold range	View
2026-08-18	LNTH	Hold	$100.26	$100.70	+0.4%	track only	Active	Hold range	View
2026-08-18	TXN	Hold	$272.24	$261.59	-3.9%	track only	Active	Hold range	View
2026-08-18	WFRD	Hold	$92.05	$93.06	+1.1%	track only	Active	Hold range	View
2026-08-17	PEG	Hold	$75.61	$72.60	-4.0%	track only	Active	Hold range	View
2026-08-17	SDGR	Sell	$17.40	$19.20	+10.3%	-10.3%	Active	Incorrect so far	View
2026-08-17	TDS	Hold	$34.52	$37.89	+9.8%	track only	Active	Hold range	View
2026-08-16	CMG	Hold	$33.76	$36.03	+6.7%	track only	Active	Hold range	View
2026-08-16	DKNG	Hold	$25.30	$23.66	-6.5%	track only	Active	Hold range	View
2026-08-16	GM	Hold	$84.20	$83.76	-0.5%	track only	Active	Hold range	View
2026-08-16	LRCX	Sell	$343.84	$315.84	-8.1%	+8.1%	Active	Correct so far	View
2026-08-16	NUTX	Buy	$188.41	$197.68	+4.9%	+4.9%	Active	Correct so far	View
2026-08-16	OSK	Hold	$153.97	$152.04	-1.3%	track only	Active	Hold range	View
2026-08-16	STXS	Sell	$1.39	$1.32	-5.0%	+5.0%	Active	Correct so far	View
2026-08-16	URBN	Hold	$76.64	$77.58	+1.2%	track only	Active	Hold range	View
2026-08-14	LUV	Hold	$44.05	$38.68	-12.2%	track only	Active	Moved beyond Hold range	View
2026-08-14	OI	Sell	$6.79	$6.63	-2.4%	+2.4%	Active	Correct so far	View
2026-08-14	SWBI	Hold	$14.33	$13.40	-6.5%	track only	Active	Hold range	View
2026-08-13	AGYS	Hold	$115.20	$106.10	-7.9%	track only	Active	Hold range	View
2026-08-13	NNDM	Sell	$1.65	$1.50	-9.1%	+9.1%	Active	Correct so far	View
2026-08-13	UPBD	Hold	$19.68	$18.11	-8.0%	track only	Active	Hold range	View
2026-08-12	MAT	Hold	$14.65	$13.76	-6.1%	track only	Active	Hold range	View
2026-08-12	OWLT	Sell	$5.81	$4.86	-16.4%	+16.4%	Active	Correct so far	View
2026-08-11	ADTN	Sell	$7.76	$7.20	-7.2%	+7.2%	Active	Correct so far	View
2026-08-11	RELY	Hold	$23.61	$24.07	+1.9%	track only	Active	Hold range	View
2026-08-11	STZ	Hold	$133.98	$121.55	-9.3%	track only	Active	Hold range	View
2026-08-10	CLOV	Hold	$4.57	$4.34	-5.0%	track only	Active	Hold range	View
2026-08-09	HST	Hold	$22.67	$22.04	-2.8%	track only	Active	Hold range	View
2026-08-09	WGS	Sell	$77.88	$86.48	+11.0%	-11.0%	Active	Incorrect so far	View
2026-08-08	EPAM	Hold	$97.37	$114.68	+17.8%	track only	Active	Moved beyond Hold range	View
2026-08-06	APP	Hold	$335.67	$305.06	-9.1%	track only	Active	Hold range	View
2026-08-05	USAC	Hold	$25.71	$27.68	+7.7%	track only	Active	Hold range	View
2026-08-04	MNST	Hold	$47.09	$42.84	-9.0%	track only	Active	Hold range	View
2026-08-04	PAGP	Hold	$25.45	$27.97	+9.9%	track only	Active	Hold range	View
2026-08-04	VNOM	Sell	$41.67	$45.27	+8.6%	-8.6%	Active	Incorrect so far	View
2026-08-03	MLI	Hold	$66.37	$63.71	-4.0%	track only	Active	Hold range	View
2026-08-01	AES	Sell	$14.71	$14.82	+0.7%	-0.7%	Active	Incorrect so far	View
2026-07-31	AM	Hold	$21.97	$22.84	+4.0%	track only	Active	Hold range	View
2026-07-30	EMR	Hold	$148.14	$150.34	+1.5%	track only	Active	Hold range	View
2026-07-28	TTWO	Sell	$247.62	$211.14	-14.7%	+14.7%	Active	Correct so far	View
2026-07-27	AMKR	Sell	$60.60	$51.35	-15.3%	+15.3%	Active	Correct so far	View
2026-07-26	AIR	Hold	$136.92	$124.60	-9.0%	track only	Active	Hold range	View
2026-07-25	CI	Hold	$289.41	$278.17	-3.9%	track only	Active	Hold range	View
2026-07-25	NLST	Sell	$2.44	$4.63	+89.8%	-89.8%	Active	Incorrect so far	View
2026-07-24	CDE	Hold	$15.13	$21.00	+38.8%	track only	Active	Moved beyond Hold range	View
2026-07-24	QUBT	Sell	$7.43	$8.04	+8.2%	-8.2%	Active	Incorrect so far	View
2026-07-23	FLNC	Sell	$14.42	$10.12	-29.8%	+29.8%	Active	Correct so far	View
2026-07-23	SMR	Strong Sell	$8.81	$10.81	+22.7%	-34.1%	Active	Incorrect so far	View
2026-07-23	TEVA	Hold	$31.18	$36.85	+18.2%	track only	Active	Moved beyond Hold range	View
2026-07-22	BMNR	Sell	$17.74	$24.21	+36.5%	-36.5%	Active	Incorrect so far	View
2026-07-22	RCAT	Sell	$7.83	$8.13	+3.8%	-3.8%	Active	Incorrect so far	View
2026-07-22	RDW	Sell	$8.99	$10.70	+19.0%	-19.0%	Active	Incorrect so far	View
2026-07-18	MARA	Sell	$11.67	$11.92	+2.1%	-2.1%	Active	Incorrect so far	View
2026-07-17	KRP	Hold	$14.51	$15.17	+4.5%	track only	Active	Hold range	View
2026-07-17	MYRG	Sell	$391.51	$286.84	-26.7%	+26.7%	Active	Correct so far	View
2026-07-17	NOVT	Hold	$148.71	$145.76	-2.0%	track only	Active	Hold range	View
2026-07-16	FORM	Hold	$107.11	$114.18	+6.6%	track only	Active	Hold range	View
2026-07-16	SANM	Hold	$198.05	$206.15	+4.1%	track only	Active	Hold range	View
2026-07-15	NEM	Hold	$95.01	$128.71	+35.5%	track only	Active	Moved beyond Hold range	View
2026-07-15	OMC	Hold	$80.93	$78.30	-3.2%	track only	Active	Hold range	View
2026-07-15	UAN	Buy	$110.58	$133.16	+20.4%	+20.4%	Active	Correct so far	View
2026-07-14	AMBA	Sell	$72.90	$68.80	-5.6%	+5.6%	Active	Correct so far	View
2026-07-14	HUT	Sell	$98.33	$95.92	-2.5%	+2.5%	Active	Correct so far	View
2026-07-14	ONTO	Sell	$319.32	$278.40	-12.8%	+12.8%	Active	Correct so far	View
2026-07-13	EQT	Hold	$49.56	$54.63	+10.2%	track only	Active	Moved beyond Hold range	View
2026-07-12	TPL	Sell	$408.26	$374.06	-8.4%	+8.4%	Active	Correct so far	View
2026-07-11	EZPW	Hold	$32.67	$33.07	+1.2%	track only	Active	Hold range	View
2026-07-11	TGT	Hold	$133.74	$157.52	+17.8%	track only	Active	Moved beyond Hold range	View
2026-07-11	VSAT	Sell	$69.54	$72.36	+4.1%	-4.1%	Active	Incorrect so far	View
2026-07-10	PAAS	Hold	$43.52	$52.90	+21.6%	track only	Active	Moved beyond Hold range	View
2026-07-08	CIFR	Sell	$21.85	$16.90	-22.7%	+22.7%	Active	Correct so far	View
2026-07-07	HON	Hold	$224.38	$204.93	-8.7%	track only	Active	Hold range	View
2026-07-05	MTZ	Sell	$380.63	$240.68	-36.8%	+36.8%	Active	Correct so far	View
2026-07-02	FTNT	Sell	$156.25	$157.22	+0.6%	-0.6%	Active	Incorrect so far	View
2026-07-02	NEM	Hold	$96.84	$128.71	+32.9%	track only	Active	Moved beyond Hold range	View
2026-06-27	KGC	Hold	$23.75	$30.23	+27.3%	track only	Active	Moved beyond Hold range	View
2026-06-27	LASR	Hold	$65.04	$40.99	-37.0%	track only	Active	Moved beyond Hold range	View
2026-06-27	SAP	Hold	$154.90	$209.14	+35.0%	track only	Active	Moved beyond Hold range	View
2026-06-22	EOSE	Hold	$7.34	$4.15	-43.5%	track only	Active	Moved beyond Hold range	View
2026-06-21	CAR	Sell	$186.28	$132.63	-28.8%	+28.8%	Active	Correct so far	View
2026-06-19	BW	Sell	$17.76	$7.43	-58.2%	+58.2%	Active	Correct so far	View
2026-06-18	AEHR	Sell	$115.30	$95.56	-17.1%	+17.1%	Active	Correct so far	View
2026-06-18	INCY	Hold	$98.22	$126.01	+28.3%	track only	Active	Moved beyond Hold range	View
2026-06-18	POWL	Hold	$297.07	$180.26	-39.3%	track only	Active	Moved beyond Hold range	View
2026-06-18	QXO	Hold	$17.76	$12.71	-28.4%	track only	Active	Moved beyond Hold range	View
2026-06-15	TER	Hold	$432.24	$383.69	-11.2%	track only	Active	Moved beyond Hold range	View
2026-06-14	BSX	Buy	$46.76	$44.96	-3.8%	-3.8%	Active	Incorrect so far	View
2026-06-14	SOUN	Sell	$7.33	$6.48	-11.6%	+11.6%	Active	Correct so far	View
2026-06-14	SYM	Hold	$41.72	$42.62	+2.2%	track only	Active	Hold range	View
2026-06-14	TEAM	Hold	$91.55	$177.74	+94.1%	track only	Active	Moved beyond Hold range	View
2026-06-10	CELH	Hold	$28.37	$27.64	-2.6%	track only	Active	Hold range	View
2026-06-10	ISRG	Hold	$412.02	$353.24	-14.3%	track only	Active	Moved beyond Hold range	View
2026-06-10	LYB	Hold	$64.48	$64.51	+0.0%	track only	Active	Hold range	View
2026-06-10	UTF	Hold	$26.46	$26.20	-1.0%	track only	Active	Hold range	View
2026-06-09	ABT	Hold	$90.60	$105.23	+16.1%	track only	Active	Moved beyond Hold range	View
2026-06-09	FSLY	Hold	$18.63	$22.71	+21.9%	track only	Active	Moved beyond Hold range	View
2026-06-09	GE	Hold	$330.03	$325.42	-1.4%	track only	Active	Hold range	View
2026-06-09	PATH	Hold	$10.75	$13.57	+26.2%	track only	Active	Moved beyond Hold range	View
2026-06-09	SKYH	Sell	$9.37	$10.31	+10.0%	-10.0%	Active	Incorrect so far	View
2026-06-09	VZ	Hold	$45.01	$49.74	+10.5%	track only	Active	Moved beyond Hold range	View
2026-06-09	WLDN	Hold	$98.82	$82.39	-16.6%	track only	Active	Moved beyond Hold range	View

Click a column header to sort. 139 calls tracked in total, one row per ticker per rating call (re-covered tickers show every call).

Methodology

Entry price	Adjusted close on publication date, or next trading day when no close exists.
Tracking window	Each call is tracked for 182 days from publication. Once the window closes, the return and verdict are frozen permanently as a final record and are not re-scored on later refreshes. (The displayed entry/latest dollar prices for closed calls can drift by fractions of a percent on later refreshes if a dividend or split is declared after close-out and Yahoo Finance retroactively rebases historical adjusted closes -- the frozen return and verdict are unaffected, since that rebasing cancels out in the ratio.)
Monthly portfolios	Equal-weighted by article within each publication month; Hold calls are excluded from active long/short return.
Cumulative performance chart	Chains the equal-weighted monthly cohort signal returns month over month. This is a stylized index, not a daily-rebalanced portfolio.

How a call is scored: Buy and Strong Buy are correct when the stock's return since publication is positive; Sell and Strong Sell are correct when it's negative, with signal return calculated as the inverse of stock return; Hold is correct when the stock stays within a +/-10% band of the entry price.

Generated 2026-09-09T21:31:51+00:00; latest price date 2026-09-09. Past performance does not guarantee future results. Nothing here is investment advice or a recommendation to buy or sell securities.