| Year | Strat | ASX 200 | Δ |
|---|---|---|---|
| 2026* | +17.5% | +6.2% | +11.3% |
| 2025 | +15.5% | +5.7% | +9.8% |
| 2024 | -10.8% | +8.2% | -19.0% |
| 2023 | +1.7% | +7.7% | -6.0% |
| 2022 | +79.9% | -5.7% | +85.6% |
| 2021 | +7.7% | +12.5% | -4.8% |
| 2020 | +0.0% | -1.7% | +1.7% |
| 2019* | +0.0% | +22.0% | -22.0% |
| Period | Strategy | ASX 200 | vs index |
|---|---|---|---|
| Day | +6.2% | -0.3% | +6.5% |
| Week | +14.4% | -1.4% | +15.8% |
| Month | +10.8% | +2.7% | +8.1% |
| # | Holding | Weight | Day | score |
|---|---|---|---|---|
| 1 | EVN modelled potential -0%; equal weight 16.7%. | 16.7% | +10.2% | -0% |
| 2 | NST modelled potential -2%; equal weight 16.7%. | 16.7% | +6.2% | -2% |
| 3 | RRL modelled potential -2%; equal weight 16.7%. | 16.7% | +10.9% | -2% |
| 4 | GMD modelled potential -2%; equal weight 16.7%. | 16.7% | +10.3% | -2% |
| 5 | YAL modelled potential -15%; equal weight 16.7%. | 16.7% | -0.5% | -15% |
| 6 | SFR modelled potential -18%; equal weight 16.7%. | 16.7% | +2.7% | -18% |
| Rebalance | Signal | Holding | Price (AUD) | Weight | Result |
|---|---|---|---|---|---|
| 7 Aug 2026 | Buy | NST Northern Star Resources modelled potential -2%; equal weight 16.7%. | 22.70 | 16.7% | — |
| Buy | RRL Regis Resources modelled potential -2%; equal weight 16.7%. | 7.29 | 16.7% | — | |
| Buy | GMD Genesis Minerals modelled potential -2%; equal weight 16.7%. | 7.13 | 16.7% | — | |
| Sell | FMG Fortescue dropped out of the top ranking (entry score was -10%) | 18.02 | — | -4.0% | |
| Sell | WDS Woodside Energy dropped out of the top ranking (entry score was -30%) | 31.88 | — | +8.7% | |
| Sell | STO Santos dropped out of the top ranking (entry score was -45%) | 7.66 | — | +0.8% | |
| 12 Jul 2026 | Buy | FMG Fortescue modelled potential -10%; equal weight 16.7%. | 18.77 | 16.7% | — |
| Buy | EVN Evolution Mining modelled potential -23%; equal weight 16.7%. | 11.42 | 16.7% | — | |
| Buy | WDS Woodside Energy modelled potential -30%; equal weight 16.7%. | 29.32 | 16.7% | — | |
| Buy | STO Santos modelled potential -45%; equal weight 16.7%. | 7.6 | 16.7% | — | |
| Sell | NST Northern Star Resources dropped out of the top ranking (entry score was -29%) | 19.90 | — | -8.6% | |
| Sell | WHC Whitehaven Coal dropped out of the top ranking (entry score was -30%) | 7.54 | — | -0.1% | |
| Sell | RRL Regis Resources dropped out of the top ranking (entry score was -34%) | 6.46 | — | -3.6% | |
| Sell | NHC New Hope dropped out of the top ranking (entry score was -34%) | 5.22 | — | -0.9% | |
| 6 Jul 2026 initial book | Buy | SFR Sandfire Resources modelled potential -6%; equal weight 16.7%. | 19.28 | 16.7% | — |
| Buy | YAL Yancoal Australia modelled potential -23%; equal weight 16.7%. | 5.44 | 16.7% | — | |
| Buy | NST Northern Star Resources modelled potential -29%; equal weight 16.7%. | 21.77 | 16.7% | — | |
| Buy | WHC Whitehaven Coal modelled potential -30%; equal weight 16.7%. | 7.55 | 16.7% | — | |
| Buy | RRL Regis Resources modelled potential -34%; equal weight 16.7%. | 6.7 | 16.7% | — | |
| Buy | NHC New Hope modelled potential -34%; equal weight 16.7%. | 5.27 | 16.7% | — |
Prices are the frozen close on the signal date — the price at which the live paper-book starts (buy) or stops (sell) holding the position. Sell result is the price change from the position's own buy signal, dividends not included.