| Year | Strat | ASX 200 | Δ |
|---|---|---|---|
| 2026* | +21.6% | -0.4% | +22.1% |
| 2025 | +18.7% | +6.6% | +12.1% |
| 2024 | -11.5% | +7.4% | -18.9% |
| 2023 | -0.1% | +8.9% | -9.1% |
| 2022 | +76.5% | -6.5% | +83.1% |
| 2021 | +10.7% | +13.2% | -2.5% |
| 2020 | +0.0% | -1.1% | +1.1% |
| 2019* | +0.0% | +20.3% | -20.3% |
| Period | Strategy | ASX 200 | vs index |
|---|---|---|---|
| Day | -0.4% | +0.0% | -0.5% |
| Week | -1.6% | +0.3% | -1.8% |
| Month | -9.1% | -3.3% | -5.8% |
| # | Holding | Weight | Day | score |
|---|---|---|---|---|
| 1 | WDS modelled potential -23%; equal weight 16.7%. | 16.7% | -0.1% | -23% |
| 2 | WHC modelled potential -25%; equal weight 16.7%. | 16.7% | -0.1% | -25% |
| 3 | RRL modelled potential -27%; equal weight 16.7%. | 16.7% | -1.6% | -27% |
| 4 | YAL modelled potential -27%; equal weight 16.7%. | 16.7% | +0.9% | -27% |
| 5 | EVN modelled potential -29%; equal weight 16.7%. | 16.7% | -1.1% | -29% |
| 6 | GMD modelled potential -34%; equal weight 16.7%. | 16.7% | -0.6% | -34% |
| Rebalance | Signal | Holding | Price (AUD) | Weight | Result |
|---|---|---|---|---|---|
| 11 Sep 2026 | Buy | GMD Genesis Minerals modelled potential -34%; equal weight 16.7%. | 7.65 | 16.7% | — |
| Sell | NST Northern Star Resources dropped out of the top ranking (entry score was -6%) | 22.08 | — | -3.5% | |
| 4 Sep 2026 | Buy | NST Northern Star Resources modelled potential -6%; equal weight 16.7%. | 22.87 | 16.7% | — |
| Sell | SFR Sandfire Resources dropped out of the top ranking (entry score was -19%) | 22.25 | — | +17.2% | |
| 25 Aug 2026 | Buy | WDS Woodside Energy modelled potential -22%; equal weight 16.7%. | 32.21 | 16.7% | — |
| Buy | WHC Whitehaven Coal modelled potential -27%; equal weight 16.7%. | 8.103 | 16.7% | — | |
| Sell | NST Northern Star Resources dropped out of the top ranking (entry score was -2%) | 24.22 | — | +8.1% | |
| Sell | GMD Genesis Minerals dropped out of the top ranking (entry score was -2%) | 8.616 | — | +21.6% | |
| 7 Aug 2026 | Buy | NST Northern Star Resources modelled potential -2%; equal weight 16.7%. | 22.41 | 16.7% | — |
| Buy | RRL Regis Resources modelled potential -2%; equal weight 16.7%. | 7.111 | 16.7% | — | |
| Buy | GMD Genesis Minerals modelled potential -2%; equal weight 16.7%. | 7.086 | 16.7% | — | |
| Sell | FMG Fortescue dropped out of the top ranking (entry score was -10%) | 17.55 | — | -4.0% | |
| Sell | WDS Woodside Energy dropped out of the top ranking (entry score was -30%) | 31.11 | — | +8.7% | |
| Sell | STO Santos dropped out of the top ranking (entry score was -45%) | 7.513 | — | +0.8% | |
| 12 Jul 2026 | Buy | FMG Fortescue modelled potential -10%; equal weight 16.7%. | 18.28 | 16.7% | — |
| Buy | EVN Evolution Mining modelled potential -23%; equal weight 16.7%. | 11.26 | 16.7% | — | |
| Buy | WDS Woodside Energy modelled potential -30%; equal weight 16.7%. | 28.62 | 16.7% | — | |
| Buy | STO Santos modelled potential -45%; equal weight 16.7%. | 7.454 | 16.7% | — | |
| Sell | NST Northern Star Resources dropped out of the top ranking (entry score was -29%) | 19.64 | — | -8.6% | |
| Sell | WHC Whitehaven Coal dropped out of the top ranking (entry score was -30%) | 7.488 | — | -0.1% | |
| Sell | RRL Regis Resources dropped out of the top ranking (entry score was -34%) | 6.301 | — | -3.6% | |
| Sell | NHC New Hope dropped out of the top ranking (entry score was -34%) | 4.975 | — | -0.9% | |
| 6 Jul 2026 initial book | Buy | SFR Sandfire Resources modelled potential -6%; equal weight 16.7%. | 18.99 | 16.7% | — |
| Buy | YAL Yancoal Australia modelled potential -23%; equal weight 16.7%. | 5.379 | 16.7% | — | |
| Buy | NST Northern Star Resources modelled potential -29%; equal weight 16.7%. | 21.49 | 16.7% | — | |
| Buy | WHC Whitehaven Coal modelled potential -30%; equal weight 16.7%. | 7.498 | 16.7% | — | |
| Buy | RRL Regis Resources modelled potential -34%; equal weight 16.7%. | 6.535 | 16.7% | — | |
| Buy | NHC New Hope modelled potential -34%; equal weight 16.7%. | 5.022 | 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.