All weeks

Week 12, 2026

Before the guard

Mar 16, 2026 to Mar 23, 2026

Basket return
+1.55%
Equal
Conviction
-0.74%
Kelly
-0.88%
Cumulative
+26.76%

The same picks, sized three ways · Raw predictive selection — weekly top-10 long and short, rebalanced Monday, closed Friday. The three baskets hold the same picks and differ only in how they size a position.

The names

SymbolSideSectorEntryExitReturnWeight
AAShortMaterials66.656.08+15.80%10.00%
ABBVShortHealth Care221.45204.93+7.46%10.00%
AAPShortConsumer Discretionary53.1950.74+4.61%10.00%
ALongHealth Care111.83112.02+0.17%10.00%
AAPLLongConsumer Discretionary252.82251.49-0.53%10.00%
ABCBShortFinancials75.2375.76-0.70%10.00%
AAONLongIndustrials81.5680.29-1.56%10.00%
AAOIShortInformation Technology94.0795.76-1.80%10.00%
ABNBShortConsumer Discretionary128.32132.59-3.33%10.00%
ABTLongHealth Care109.95104.85-4.64%10.00%

Full disclosure

Full disclosure: 13 of this track's 34 rebalance weeks selected alphabetically rather than by rank — a degenerate selection our own monitoring caught, and a guard in the engine now prevents. Remove those weeks and the same basket returns +10.61% over that window, against the index's +20.98%. We publish the whole record, the defect included.