| Year | Strat | S&P 500 | Δ |
|---|---|---|---|
| 2026* | +2.9% | +8.3% | -5.5% |
| 2025 | +20.2% | +16.4% | +3.8% |
| 2024 | +30.1% | +23.5% | +6.6% |
| 2023 | +17.3% | +24.2% | -6.9% |
| 2022 | -23.8% | -19.7% | -4.0% |
| 2021 | +29.7% | +27.4% | +2.3% |
| 2020 | +39.4% | +16.2% | +23.2% |
| 2019* | +30.1% | +0.3% | +29.8% |
| 2018 | +7.9% | — | — |
| 2017 | +39.5% | — | — |
| 2016* | +13.0% | — | — |
S&P 500 non-financials, point-in-time. Keep profitable companies growing at a reasonable price (positive value-creation / FVC) with a real 3-year revenue base, then rank by 3y revenue CAGR PLUS a reward for accelerating growth (latest-year vs prior-year revenue growth), dropping sharply decelerating names. Top 15 equal weight, monthly. Total return.
| Period | Strategy | S&P 500 | vs index |
|---|---|---|---|
| Day | -3.2% | +0.0% | -3.2% |
| Week | -7.5% | -1.0% | -6.5% |
| YTD | +0.2% | +9.4% | -9.2% |
| # | Holding | Weight | Day | growth+accel |
|---|---|---|---|---|
| 1 | NVDA revenue 3y CAGR +120%/yr; growth slowing (latest yr +85% vs prior +86%); value-creation/FVC +32%. | 6.7% | -4.8% | 119% |
| 2 | MU revenue 3y CAGR +39%/yr; growth accelerating (latest yr +170% vs prior +0%); value-creation/FVC +60%. | 6.7% | -10.9% | 84% |
| 3 | PWR revenue 3y CAGR +35%/yr; growth accelerating (latest yr +73% vs prior +16%); value-creation/FVC +18%. | 6.7% | -10.0% | 70% |
| 4 | VRT revenue 3y CAGR +21%/yr; growth accelerating (latest yr +34% vs prior +12%); value-creation/FVC +17%. | 6.7% | -7.2% | 35% |
| 5 | DELL revenue 3y CAGR +11%/yr; growth accelerating (latest yr +38% vs prior +0%); value-creation/FVC +81%. | 6.7% | -10.4% | 34% |
| 6 | APH revenue 3y CAGR +27%/yr; growth slowing (latest yr +38% vs prior +41%); value-creation/FVC +33%. | 6.7% | -5.8% | 26% |
| 7 | META revenue 3y CAGR +21%/yr; growth accelerating (latest yr +26% vs prior +19%); value-creation/FVC +23%. | 6.7% | -0.3% | 25% |
| 8 | MNST revenue 3y CAGR +11%/yr; growth accelerating (latest yr +18% vs prior +1%); value-creation/FVC +14%. | 6.7% | +4.5% | 21% |
| 9 | MA revenue 3y CAGR +13%/yr; growth accelerating (latest yr +20% vs prior +10%); value-creation/FVC +24%. | 6.7% | +6.1% | 19% |
| 10 | UBER revenue 3y CAGR +17%/yr; growth accelerating (latest yr +18% vs prior +18%); value-creation/FVC +28%. | 6.7% | +7.3% | 17% |
| 11 | RCL revenue 3y CAGR +11%/yr; growth accelerating (latest yr +9% vs prior -1%); value-creation/FVC +38%. | 6.7% | — | 17% |
| 12 | ORCL revenue 3y CAGR +12%/yr; growth accelerating (latest yr +17% vs prior +9%); value-creation/FVC +37%. | 6.7% | +4.3% | 17% |
| 13 | MSFT revenue 3y CAGR +15%/yr; growth accelerating (latest yr +18% vs prior +14%); value-creation/FVC +14%. | 6.7% | — | 17% |
| 14 | V revenue 3y CAGR +11%/yr; growth accelerating (latest yr +17% vs prior +8%); value-creation/FVC +28%. | 6.7% | — | 16% |
| 15 | ISRG revenue 3y CAGR +17%/yr; growth slowing (latest yr +16% vs prior +21%); value-creation/FVC +14%. | 6.7% | — | 14% |
| Rebalance | Signal | Holding | Price (USD) | Weight | Result |
|---|---|---|---|---|---|
| 29 Jul 2026 | Buy | RCL Royal Caribbean Cruises revenue 3y CAGR +11%/yr; growth accelerating (latest yr +9% vs prior -1%); value-creation/FVC +38%. | 322.50 | 6.7% | — |
| Buy | MSFT Microsoft revenue 3y CAGR +15%/yr; growth accelerating (latest yr +18% vs prior +14%); value-creation/FVC +14%. | 393.35 | 6.7% | — | |
| Buy | V Visa revenue 3y CAGR +11%/yr; growth accelerating (latest yr +17% vs prior +8%); value-creation/FVC +28%. | 366.59 | 6.7% | — | |
| Buy | ISRG Intuitive Surgical revenue 3y CAGR +17%/yr; growth slowing (latest yr +16% vs prior +21%); value-creation/FVC +14%. | 361.80 | 6.7% | — | |
| Sell | PLTR Palantir Technologies Inc. dropped out of the top ranking (entry score was 59%) | 123.53 | — | -7.9% | |
| Sell | ANET Arista Networks, Inc. dropped out of the top ranking (entry score was 31%) | 169.71 | — | +1.5% | |
| Sell | AMD Advanced Micro Devices dropped out of the top ranking (entry score was 25%) | 454.62 | — | +0.0% | |
| Sell | CAT Caterpillar dropped out of the top ranking (entry score was 20%) | 840.85 | — | -5.4% | |
| 28 Jul 2026 | Buy | AMD Advanced Micro Devices revenue 3y CAGR +18%/yr; growth accelerating (latest yr +35% vs prior +22%); value-creation/FVC +5%. | 454.62 | 6.7% | — |
| Sell | MSFT Microsoft dropped out of the top ranking (entry score was 17%) | 393.35 | — | +3.1% | |
| 27 Jul 2026 | Buy | ORCL Oracle revenue 3y CAGR +12%/yr; growth accelerating (latest yr +17% vs prior +9%); value-creation/FVC +38%. | 119.90 | 6.7% | — |
| Sell | V Visa dropped out of the top ranking (entry score was 17%) | 362.53 | — | +1.9% | |
| 26 Jul 2026 | Buy | MSFT Microsoft revenue 3y CAGR +15%/yr; growth accelerating (latest yr +18% vs prior +14%); value-creation/FVC +14%. | 381.70 | 6.7% | — |
| Buy | UBER Uber Technologies, Inc revenue 3y CAGR +17%/yr; growth accelerating (latest yr +18% vs prior +18%); value-creation/FVC +28%. | 65.94 | 6.7% | — | |
| Buy | V Visa revenue 3y CAGR +12%/yr; growth accelerating (latest yr +17% vs prior +8%); value-creation/FVC +28%. | 355.74 | 6.7% | — | |
| Sell | AVGO Broadcom Inc. dropped out of the top ranking (entry score was 27%) | 381.92 | — | -1.2% | |
| Sell | ORCL Oracle dropped out of the top ranking (entry score was 23%) | 114.99 | — | -9.5% | |
| Sell | ISRG Intuitive Surgical dropped out of the top ranking (entry score was 20%) | 337.50 | — | -17.0% | |
| 23 Jul 2026 – 25 Jul 2026 | no change (3 rebalances) | ||||
| 22 Jul 2026 | Buy | CAT Caterpillar revenue 3y CAGR +9%/yr; growth accelerating (latest yr +12% vs prior -6%); value-creation/FVC +7%. | 889.31 | 6.7% | — |
| Sell | AMD Advanced Micro Devices dropped out of the top ranking (entry score was 25%) | 552.33 | — | +0.9% | |
| 21 Jul 2026 | Buy | DELL Dell Technologies Inc. revenue 3y CAGR +11%/yr; growth accelerating (latest yr +38% vs prior +0%); value-creation/FVC +82%. | 404.15 | 6.7% | — |
| Buy | AVGO Broadcom Inc. revenue 3y CAGR +32%/yr; growth slowing (latest yr +45% vs prior +52%); value-creation/FVC +31%. | 386.50 | 6.7% | — | |
| Buy | ORCL Oracle revenue 3y CAGR +12%/yr; growth accelerating (latest yr +23% vs prior +4%); value-creation/FVC +37%. | 127.05 | 6.7% | — | |
| Sell | AMGN Amgen dropped out of the top ranking (entry score was 77%) | 366.24 | — | +4.5% | |
| Sell | HOOD Robinhood Markets, Inc. dropped out of the top ranking (entry score was 68%) | 106.36 | — | +8.4% | |
| Sell | INTU Intuit dropped out of the top ranking (entry score was 18%) | 289.92 | — | -0.4% | |
| 18 Jul 2026 – 20 Jul 2026 | no change (3 rebalances) | ||||
| 17 Jul 2026 | Buy | INTU Intuit revenue 3y CAGR +13%/yr; growth accelerating (latest yr +17% vs prior +9%); value-creation/FVC +27%. | 291.09 | 6.7% | — |
| Sell | UBER Uber Technologies, Inc dropped out of the top ranking (entry score was 14%) | 72.46 | — | -2.1% | |
| 16 Jul 2026 | Buy | UBER Uber Technologies, Inc revenue 3y CAGR +15%/yr; growth slowing (latest yr +15% vs prior +18%); value-creation/FVC +44%. | 74.04 | 6.7% | — |
| Sell | INTU Intuit dropped out of the top ranking (entry score was 18%) | 294.79 | — | +4.4% | |
| 15 Jul 2026 | no change | ||||
| 14 Jul 2026 | Buy | INTU Intuit revenue 3y CAGR +13%/yr; growth accelerating (latest yr +17% vs prior +9%); value-creation/FVC +27%. | 282.43 | 6.7% | — |
| Sell | UBER Uber Technologies, Inc dropped out of the top ranking (entry score was 14%) | 72.03 | — | -3.4% | |
| 11 Jul 2026 – 13 Jul 2026 | no change (3 rebalances) | ||||
| 10 Jul 2026 | Buy | UBER Uber Technologies, Inc revenue 3y CAGR +15%/yr; growth slowing (latest yr +15% vs prior +18%); value-creation/FVC +44%. | 74.54 | 6.7% | — |
| Sell | INTU Intuit dropped out of the top ranking (entry score was 18%) | 274.96 | — | +1.1% | |
| 8 Jul 2026 | Buy | INTU Intuit revenue 3y CAGR +13%/yr; growth accelerating (latest yr +17% vs prior +9%); value-creation/FVC +28%. | 272.10 | 6.7% | — |
| Sell | UBER Uber Technologies, Inc dropped out of the top ranking (entry score was 14%) | 73.58 | — | -1.1% | |
| 4 Jul 2026 – 7 Jul 2026 | no change (4 rebalances) | ||||
| 3 Jul 2026 | Buy | UBER Uber Technologies, Inc revenue 3y CAGR +15%/yr; growth slowing (latest yr +15% vs prior +18%); value-creation/FVC +44%. | 74.43 | 6.7% | — |
| Sell | RCL Royal Caribbean Cruises dropped out of the top ranking (entry score was 19%) | 296.30 | — | -6.1% | |
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.