Record · 2026-08-14
Track record — August 2026
Five-session look-back of the nearer overlay for notes as of 2026-08-14. Scores the tactical view, not the 12-month thesis. Incomplete runs are excluded.
2026-08-142026-08-072026-07-202026-07-012026-06-252026-06-182026-06-162026-06-082026-06-022026-05-29
Five-session process check of TACTICAL_RATING versus the close-to-close price path. Not a 12-month thesis grade and not a PM-rating P&L.
Move and held-up grades appear once there are enough trading days after the rating date. Peer comparison uses price context at the rating date and is shown below when available.
Names covered
101
101 full-desk
Tactical process check
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Awaiting full window
Average move after rating
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Review window
5 trading days
Tactical rating · close-to-close vs SPY
| View | Count | Graded | Full window | Early read | Avg. move |
|---|---|---|---|---|---|
| HOLD | 94 | 0 | — | — | — |
| UNDERWEIGHT | 7 | 0 | — | — | — |