| Year | Strat | JKSE | Δ |
|---|---|---|---|
| 2026 | -1.9% | -40.3% | +38.3% |
| 2025 | -2.0% | +22.1% | -24.1% |
| 2024 | +0.0% | -7.6% | +7.6% |
| Period | Strategy | ^JKSE | vs index |
|---|---|---|---|
| Day | +1.4% | +1.0% | +0.4% |
| Week | +8.8% | +4.9% | +3.9% |
| Month | -11.0% | -14.7% | +3.7% |
| Holding | Weight | Day | score |
|---|---|---|---|
| PTBA fundamental value-creation +0%. | 10.0% | +3.1% | 0% |
| INDF fundamental value-creation +0%. | 10.0% | +1.9% | 0% |
| CPIN fundamental value-creation +0%. | 10.0% | +1.5% | 0% |
| ICBP fundamental value-creation +0%. | 10.0% | -0.4% | 0% |
| TLKM fundamental value-creation +0%. | 10.0% | +1.8% | 0% |
| ANTM fundamental value-creation +0%. | 10.0% | +0.7% | 0% |
| MIKA fundamental value-creation +0%. | 10.0% | +2.2% | 0% |
| KLBF fundamental value-creation +0%. | 10.0% | +3.6% | 0% |
| ADRO fundamental value-creation +0%. | 10.0% | +0.8% | 0% |
| INCO fundamental value-creation -0%. | 10.0% | -1.3% | -0% |
| Rebalance | Signal | Holding | Price (IDR) | Weight | Result |
|---|---|---|---|---|---|
| 30 Sep 2026 | Buy | PTBA Bukit Asam fundamental value-creation +0%. | 3 120 | 10.0% | — |
| Buy | INDF Indofood Sukses Makmur fundamental value-creation +0%. | 6 725 | 10.0% | — | |
| Buy | CPIN Charoen Pokphand Indonesia fundamental value-creation +0%. | 2 960 | 10.0% | — | |
| Buy | ICBP Indofood CBP Sukses Makmur fundamental value-creation +0%. | 6 675 | 10.0% | — | |
| Buy | TLKM Telkom Indonesia fundamental value-creation +0%. | 2 290 | 10.0% | — | |
| Buy | ANTM Aneka Tambang fundamental value-creation +0%. | 3 200 | 10.0% | — | |
| Buy | MIKA Mitra Keluarga Karyasehat fundamental value-creation +0%. | 1 700 | 10.0% | — | |
| Buy | KLBF Kalbe Farma fundamental value-creation +0%. | 730.00 | 10.0% | — | |
| Sell | TPIA Chandra Asri Pacific dropped out of the top ranking (entry score was 0%) | 1 735 | — | -5.4% | |
| Sell | PGAS Perusahaan Gas Negara dropped out of the top ranking (entry score was 0%) | 1 395 | — | -9.4% | |
| Sell | BYAN Bayan Resources dropped out of the top ranking (entry score was -0%) | 11 800 | — | -14.6% | |
| Sell | AADI Adaro Andalan Indonesia dropped out of the top ranking (entry score was -0%) | 10 950 | — | -2.7% | |
| 18 Sep 2026 | Buy | TPIA Chandra Asri Pacific fundamental value-creation +0%. | 1 835 | 16.7% | — |
| Buy | BYAN Bayan Resources fundamental value-creation -0%. | 13 825 | 16.7% | — | |
| 4 Sep 2026 | Buy | AADI Adaro Andalan Indonesia fundamental value-creation -0%. | 11 250 | 25.0% | — |
| Sell | CPIN Charoen Pokphand Indonesia dropped out of the top ranking (entry score was 53%) | 3 210 | — | -5.9% | |
| Sell | PTBA Bukit Asam dropped out of the top ranking (entry score was 45%) | 2 880 | — | +15.0% | |
| Sell | ANTM Aneka Tambang dropped out of the top ranking (entry score was 38%) | 3 120 | — | +7.0% | |
| Sell | SMGR Semen Indonesia dropped out of the top ranking (entry score was 10%) | 1 795 | — | +15.4% | |
| Sell | MIKA Mitra Keluarga Karyasehat dropped out of the top ranking (entry score was 5%) | 1 905 | — | +26.4% | |
| Sell | KLBF Kalbe Farma dropped out of the top ranking (entry score was -4%) | 775.00 | — | +4.7% | |
| Sell | TLKM Telkom Indonesia dropped out of the top ranking (entry score was -9%) | 2 610 | — | +4.0% | |
| 12 Jul 2026 | Buy | TLKM Telkom Indonesia fundamental value-creation -9%. | 2 510 | 10.0% | — |
| Sell | TPIA Chandra Asri Pacific dropped out of the top ranking (entry score was 0%) | 1 890 | — | +0.3% | |
| 5 Jul 2026 | Buy | ADRO Alamtri Resources Indonesia fundamental value-creation +0%. | 2 300 | 10.0% | — |
| Buy | TPIA Chandra Asri Pacific fundamental value-creation +0%. | 1 885 | 10.0% | — | |
| Sell | TLKM Telkom Indonesia dropped out of the top ranking (entry score was -9%) | 2 480 | — | -8.5% | |
| Sell | INDF Indofood Sukses Makmur dropped out of the top ranking (entry score was -14%) | 6 610 | — | +3.8% | |
| 19 Jun 2026 | Buy | PGAS Perusahaan Gas Negara fundamental value-creation -0%. | 1 540 | 10.0% | — |
| Sell | ICBP Indofood CBP Sukses Makmur dropped out of the top ranking (entry score was -15%) | 6 444 | — | +1.5% | |
| 15 Jun 2026 initial book | Buy | CPIN Charoen Pokphand Indonesia fundamental value-creation +26%. | 3 410 | 10.0% | — |
| Buy | SMGR Semen Indonesia fundamental value-creation +13%. | 1 555 | 10.0% | — | |
| Buy | KLBF Kalbe Farma fundamental value-creation +12%. | 740.00 | 10.0% | — | |
| Buy | MIKA Mitra Keluarga Karyasehat fundamental value-creation +8%. | 1 508 | 10.0% | — | |
| Buy | INCO Vale Indonesia fundamental value-creation -0%. | 5 075 | 10.0% | — | |
| Buy | PTBA Bukit Asam fundamental value-creation -5%. | 2 503 | 10.0% | — | |
| Buy | TLKM Telkom Indonesia fundamental value-creation -8%. | 2 709 | 10.0% | — | |
| Buy | ICBP Indofood CBP Sukses Makmur fundamental value-creation -15%. | 6 347 | 10.0% | — | |
| Buy | INDF Indofood Sukses Makmur fundamental value-creation -19%. | 6 371 | 10.0% | — | |
| Buy | ANTM Aneka Tambang fundamental value-creation -86%. | 2 917 | 10.0% | — |
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.