All weeks

Week 19, 2026

Before the guard

May 4, 2026 to May 11, 2026

Basket return
+2.91%
Equal
Conviction
+3.32%
Kelly
+1.30%
Cumulative
+31.84%

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
PRIMShortIndustrials185.55114.39+38.35%10.00%
SAMShortConsumer Staples207.17188.54+8.99%10.00%
STZShortConsumer Staples148.14142.41+3.87%10.00%
MKCShortConsumer Staples48.0247.07+1.98%10.00%
GTLSShortIndustrials207.8207.79+0.00%10.00%
XPOShortIndustrials199.95201.6-0.83%10.00%
OCShortIndustrials116.89119.85-2.53%10.00%
CLXShortConsumer Staples86.4888.9-2.80%10.00%
TREXShortIndustrials36.6439.5-7.81%10.00%
SAIAShortIndustrials405.09446.18-10.14%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.