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Performance

Our track record, call by call

Every rated call in our investing group, tracked as a model portfolio against the S&P 500 since June 2023.

Methodology and disclosures

Model portfolio: counted calls from our investing group, long-only and conviction-weighted (Strong Buy 2x, Buy 1x), exiting on Sell. Entries at call-date close, dividends included, no fees, taxes or trading costs. Not actual client accounts.

Past performance does not guarantee future results. Not investment advice.

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