What this track record is
This page follows a single model portfolio — a 30-stock book the Bull Rankings model assembles and runs in the open. It holds the quality-growth Top 30 — the highest-scoring names on the site's one uniform quality-growth screen — equal-weight, thirty positions in all. It is a transparent demonstration of how the model's picks behave over time, not a managed fund or a solicitation to invest.
How the names are chosen
Every holding is one of the top-ranked names on the daily quality-growth score — a single 0–100 number that blends quality (durable returns, margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers). The book is simply the top of those rankings, bought at up to an equal weight and traded on a fixed quarterly schedule, so the track record measures the picks themselves rather than any timing or conviction calls.
How to read the numbers
The NAV line is an index starting at 100 at inception; the S&P 500 line is a buy-and-hold of SPY bought with the same notional on the same day, so the gap between them is how far the model is ahead of or behind the S&P 500. Everything is forward-tested — each holding and rebalance is logged at its real price the day it happens, never back-dated — so the record is short by design and grows only as time passes. A few quarters is not yet a verdict; a multi-year curve is.
Common questions
What is the Bull Rankings model portfolio?
It is a live, 30-stock model book that holds the quality-growth Top 30 as of its last quarterly rebalance. It started equal-weight, and it is benchmarked against a buy-and-hold of the S&P 500 (SPY) bought with the same notional at inception. It is a transparent demonstration of the model's selections over time, not a managed fund.
Is the track record real or a back-test?
It is a real, forward track record. Every holding and every rebalance is recorded at its actual price on the day it happens and marked forward from there — nothing is back-dated or hindsight-selected. The portfolio's NAV is an index that starts at 100 on the inception date so it can be compared directly against the S&P 500 line.
How does the quarterly rebalance work?
Each quarter, any name that has dropped out of the Top 30 is sold, and the freed capital buys the new entrants. A new entry starts at no more than an equal weight, and any capital left over is spread evenly across the names that stayed. Those names are never trimmed back to equal weight — they ride at their drifted weight, letting winners run while only trading the genuine changes. The one exception is a concentration cap: if a single winner has grown past roughly two and a half times an equal weight (about 8% of the book), the excess is shaved back at the rebalance and spread across the other holdings, so no one position can dominate. Between rebalances the holdings are fixed even as the daily rankings move.
Why rebalance quarterly instead of following the daily rankings?
The daily rankings refresh constantly, and every trade in this book is charged a transaction cost, so following each daily change would pile up turnover. Rebalancing once a quarter trades mainly the names that have left or joined the Top 30. The rankings still update daily for research; this book acts four times a year.
Past performance does not predict future results. The model portfolio is a research demonstration, not investment advice, and nothing here is a recommendation to buy or sell any security.