| Year | Strat | S&P 500 | Δ |
|---|---|---|---|
| 2026 | +8.9% | +12.6% | -3.8% |
| 2025 | +27.8% | +16.4% | +11.4% |
| 2024 | +33.8% | +23.5% | +10.3% |
| 2023 | +18.6% | +24.2% | -5.6% |
| 2022 | -28.2% | -19.7% | -8.5% |
| 2021 | +35.7% | +27.4% | +8.3% |
| 2020 | +39.7% | +16.2% | +23.5% |
| 2019 | +36.8% | +28.9% | +7.9% |
| 2018 | +1.3% | -6.2% | +7.5% |
| 2017 | +43.0% | +19.4% | +23.6% |
| 2016 | +10.7% | +9.5% | +1.2% |
| 2015 | +0.0% | +0.2% | -0.2% |
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 | +1.4% | +0.2% | +1.3% |
| Week | +4.1% | -0.1% | +4.1% |
| Month | -4.7% | -0.4% | -4.3% |
| YTD | +2.1% | +2.4% | -0.3% |
| Holding | Weight | Day | growth+accel |
|---|---|---|---|
| MU revenue 3y CAGR +93%/yr; growth accelerating (latest yr +256% vs prior +49%); value-creation/FVC +108%. | 6.7% | +4.7% | 138% |
| NVDA revenue 3y CAGR +110%/yr; growth accelerating (latest yr +83% vs prior +72%); value-creation/FVC +41%. | 6.7% | -0.6% | 117% |
| PLTR revenue 3y CAGR +44%/yr; growth accelerating (latest yr +79% vs prior +39%); value-creation/FVC +12%. | 6.7% | -2.3% | 68% |
| WDC revenue 3y CAGR +9%/yr; growth accelerating (latest yr +43% vs prior -29%); value-creation/FVC +74%. | 6.7% | +3.4% | 52% |
| SNPS revenue 3y CAGR +19%/yr; growth accelerating (latest yr +50% vs prior +1%); value-creation/FVC +51%. | 6.7% | +0.9% | 49% |
| AVGO revenue 3y CAGR +36%/yr; growth accelerating (latest yr +49% vs prior +28%); value-creation/FVC +41%. | 6.7% | +1.2% | 48% |
| LLY revenue 3y CAGR +39%/yr; growth accelerating (latest yr +50% vs prior +37%); value-creation/FVC +30%. | 6.7% | +0.4% | 47% |
| GD revenue 3y CAGR +19%/yr; growth accelerating (latest yr +36% vs prior -9%); value-creation/FVC +14%; NB FVC rests on a depressed base quarter (2025 q2 EBITDA 1305 vs 2002 typical) - a one-off, not a new run-rate. | 6.7% | -0.1% | 45% |
| WMB revenue 3y CAGR +15%/yr; growth accelerating (latest yr +60% vs prior +11%); value-creation/FVC +11%. | 6.7% | +0.9% | 45% |
| DELL revenue 3y CAGR +17%/yr; growth accelerating (latest yr +49% vs prior +10%); value-creation/FVC +83%; NB FVC rests on a depressed base quarter (2025 q2 EBITDA 756 vs 2160 typical) - a one-off, not a new run-rate. | 6.7% | -1.6% | 40% |
| APH revenue 3y CAGR +32%/yr; growth accelerating (latest yr +54% vs prior +41%); value-creation/FVC +34%. | 6.7% | +4.5% | 40% |
| AMD revenue 3y CAGR +24%/yr; growth accelerating (latest yr +40% vs prior +27%); value-creation/FVC +18%. | 6.7% | +1.3% | 31% |
| NEM revenue 3y CAGR +32%/yr; growth slowing (latest yr +25% vs prior +38%); value-creation/FVC +17%. | 6.7% | -0.6% | 24% |
| LRCX revenue 3y CAGR +18%/yr; growth accelerating (latest yr +33% vs prior +26%); value-creation/FVC +32%. | 6.7% | +5.6% | 23% |
| GOOG revenue 3y CAGR +15%/yr; growth accelerating (latest yr +20% vs prior +13%); value-creation/FVC +21%. | 6.7% | +0.8% | 20% |
| Rebalance | Signal | Holding | Price (USD) | Weight | Result |
|---|---|---|---|---|---|
| 26 Oct 2026 | Buy | WDC Western Digital revenue 3y CAGR +9%/yr; growth accelerating (latest yr +43% vs prior -29%); value-creation/FVC +74%. | 356.13 | 6.7% | — |
| Sell | MSFT Microsoft dropped out of the top ranking (entry score was 18%) | 532.60 | — | +1.5% | |
| 23 Oct 2026 | Buy | LRCX Lam Research revenue 3y CAGR +18%/yr; growth accelerating (latest yr +33% vs prior +26%); value-creation/FVC +32%. | 230.10 | 6.7% | — |
| Buy | MSFT Microsoft revenue 3y CAGR +16%/yr; growth accelerating (latest yr +18% vs prior +15%); value-creation/FVC +16%. | 524.51 | 6.7% | — | |
| Sell | PWR Quanta Services dropped out of the top ranking (entry score was 26%) | 546.43 | — | -25.4% | |
| Sell | HWM Howmet Aerospace dropped out of the top ranking (entry score was 19%) | 185.91 | — | -3.8% | |
| 22 Oct 2026 | Buy | HWM Howmet Aerospace revenue 3y CAGR +14%/yr; growth accelerating (latest yr +18% vs prior +9%); value-creation/FVC +18%. | 193.29 | 6.7% | — |
| Sell | ISRG Intuitive Surgical dropped out of the top ranking (entry score was 18%) | 443.85 | — | +3.7% | |
| 21 Oct 2026 | Buy | GOOG Alphabet revenue 3y CAGR +15%/yr; growth accelerating (latest yr +20% vs prior +13%); value-creation/FVC +21%. | 330.95 | 6.7% | — |
| Buy | ISRG Intuitive Surgical revenue 3y CAGR +18%/yr; growth slowing (latest yr +21% vs prior +21%); value-creation/FVC +10%. | 428.12 | 6.7% | — | |
| Sell | HPE Hewlett Packard Enterprise Co dropped out of the top ranking (entry score was 50%) | 58.17 | — | -9.9% | |
| Sell | VRT Vertiv Holdings Co dropped out of the top ranking (entry score was 27%) | 212.15 | — | -9.6% | |
| 1 Oct 2026 | Buy | HPE Hewlett Packard Enterprise Co revenue 3y CAGR +13%/yr; growth accelerating (latest yr +27% vs prior -36%); value-creation/FVC +41%. | 64.58 | 6.7% | — |
| Buy | SNPS Synopsys revenue 3y CAGR +19%/yr; growth accelerating (latest yr +50% vs prior +1%); value-creation/FVC +51%. | 490.54 | 6.7% | — | |
| Sell | GOOG Alphabet dropped out of the top ranking (entry score was 20%) | 334.93 | — | -1.9% | |
| Sell | HWM Howmet Aerospace dropped out of the top ranking (entry score was 19%) | 228.38 | — | +1.4% | |
| 15 Sep 2026 | Buy | NVDA NVIDIA revenue 3y CAGR +110%/yr; growth accelerating (latest yr +83% vs prior +72%); value-creation/FVC +41%. | 212.17 | 6.7% | — |
| Buy | PLTR Palantir Technologies Inc. revenue 3y CAGR +44%/yr; growth accelerating (latest yr +79% vs prior +39%); value-creation/FVC +14%. | 172.56 | 6.7% | — | |
| Buy | GD General Dynamics revenue 3y CAGR +19%/yr; growth accelerating (latest yr +36% vs prior -9%); value-creation/FVC +13%; NB FVC rests on a depressed base quarter (2025 q2 EBITDA 1305 vs 2002 typical) - a one-off, not a new run-rate. | 359.92 | 6.7% | — | |
| Buy | WMB Williams revenue 3y CAGR +15%/yr; growth accelerating (latest yr +60% vs prior +11%); value-creation/FVC +11%. | 71.62 | 6.7% | — | |
| Buy | VRT Vertiv Holdings Co revenue 3y CAGR +22%/yr; growth accelerating (latest yr +31% vs prior +22%); value-creation/FVC +20%. | 234.61 | 6.7% | — | |
| Buy | HWM Howmet Aerospace revenue 3y CAGR +14%/yr; growth accelerating (latest yr +18% vs prior +9%); value-creation/FVC +15%. | 225.30 | 6.7% | — | |
| Sell | META Meta Platforms, Inc. dropped out of the top ranking (entry score was 29%) | 670.24 | — | +12.9% | |
| Sell | AMZN Amazon dropped out of the top ranking (entry score was 16%) | 248.42 | — | -4.9% | |
| Sell | UBER Uber Technologies, Inc dropped out of the top ranking (entry score was 16%) | 71.43 | — | -0.8% | |
| Sell | MA Mastercard Inc dropped out of the top ranking (entry score was 15%) | 573.27 | — | +16.8% | |
| Sell | ORCL Oracle dropped out of the top ranking (entry score was 15%) | 140.35 | — | +11.5% | |
| Sell | V Visa dropped out of the top ranking (entry score was 14%) | 375.62 | — | +1.6% | |
| 1 Sep 2026 | Buy | LLY ELI LILLY & Co revenue 3y CAGR +33%/yr; growth slowing (latest yr +30% vs prior +37%); value-creation/FVC +10%. | 1 160 | 6.7% | — |
| Sell | RTX RTX Corp dropped out of the top ranking (entry score was 8%) | 205.16 | — | -7.4% | |
| 17 Aug 2026 | Buy | AMD Advanced Micro Devices revenue 3y CAGR +24%/yr; growth accelerating (latest yr +40% vs prior +27%); value-creation/FVC +11%. | 506.00 | 6.7% | — |
| Buy | NEM Newmont revenue 3y CAGR +32%/yr; growth slowing (latest yr +25% vs prior +38%); value-creation/FVC +35%. | 120.33 | 6.7% | — | |
| Buy | GOOG Alphabet revenue 3y CAGR +14%/yr; growth accelerating (latest yr +17% vs prior +13%); value-creation/FVC +17%. | 341.45 | 6.7% | — | |
| Buy | AMZN Amazon revenue 3y CAGR +13%/yr; growth accelerating (latest yr +16% vs prior +11%); value-creation/FVC +14%. | 261.31 | 6.7% | — | |
| Buy | RTX RTX Corp revenue 3y CAGR +10%/yr; growth slowing (latest yr +12% vs prior +15%); value-creation/FVC +13%. | 221.64 | 6.7% | — | |
| Sell | NVDA NVIDIA dropped out of the top ranking (entry score was 119%) | 225.01 | — | +5.9% | |
| Sell | INTU Intuit dropped out of the top ranking (entry score was 10%) | 335.60 | — | +2.3% | |
| Sell | UNH United Health dropped out of the top ranking (entry score was 7%) | 395.62 | — | -2.8% | |
| Sell | ADBE Adobe dropped out of the top ranking (entry score was 6%) | 254.04 | — | -4.2% | |
| Sell | SYK Stryker dropped out of the top ranking (entry score was 5%) | 331.68 | — | -4.1% | |
| 10 Aug 2026 | Buy | SYK Stryker revenue 3y CAGR +9%/yr; growth slowing (latest yr +5% vs prior +11%); value-creation/FVC +49%. | 345.81 | 6.7% | — |
| Sell | MCK McKesson dropped out of the top ranking (entry score was 9%) | 879.87 | — | +0.3% | |
| 7 Aug 2026 | Buy | UNH United Health revenue 3y CAGR +9%/yr; growth slowing (latest yr +6% vs prior +10%); value-creation/FVC +31%. | 407.08 | 6.7% | — |
| Buy | ADBE Adobe revenue 3y CAGR +9%/yr; growth slowing (latest yr +5% vs prior +11%); value-creation/FVC +12%. | 265.21 | 6.7% | — | |
| Sell | MNST Monster Beverage Corp dropped out of the top ranking (entry score was 19%) | 90.36 | — | -2.8% | |
| Sell | RCL Royal Caribbean Cruises dropped out of the top ranking (entry score was 12%) | 321.59 | — | -1.8% | |
| 5 Aug 2026 | Buy | RCL Royal Caribbean Cruises revenue 3y CAGR +11%/yr; growth accelerating (latest yr +5% vs prior +2%); value-creation/FVC +38%. | 327.42 | 6.7% | — |
| Buy | INTU Intuit revenue 3y CAGR +13%/yr; growth slowing (latest yr +11% vs prior +15%); value-creation/FVC +26%. | 327.94 | 6.7% | — | |
| Buy | MCK McKesson revenue 3y CAGR +12%/yr; growth slowing (latest yr +11% vs prior +16%); value-creation/FVC +22%. | 877.23 | 6.7% | — | |
| Sell | VRT Vertiv Holdings Co dropped out of the top ranking (entry score was 20%) | 277.94 | — | -10.9% | |
| Sell | ISRG Intuitive Surgical dropped out of the top ranking (entry score was 14%) | 375.20 | — | -9.6% | |
| Sell | MSFT Microsoft dropped out of the top ranking (entry score was 13%) | 487.46 | — | -1.1% | |
| 4 Aug 2026 | Buy | V Visa revenue 3y CAGR +11%/yr; growth accelerating (latest yr +17% vs prior +8%); value-creation/FVC +28%. | 369.59 | 6.7% | — |
| Buy | UBER Uber Technologies, Inc revenue 3y CAGR +15%/yr; growth accelerating (latest yr +18% vs prior +18%); value-creation/FVC +27%. | 71.99 | 6.7% | — | |
| Buy | MSFT Microsoft revenue 3y CAGR +15%/yr; growth slowing (latest yr +13% vs prior +15%); value-creation/FVC +13%. | 492.81 | 6.7% | — | |
| Sell | PLTR Palantir Technologies Inc. dropped out of the top ranking (entry score was 59%) | 162.66 | — | +21.2% | |
| Sell | ANET Arista Networks, Inc. dropped out of the top ranking (entry score was 31%) | 191.76 | — | +14.7% | |
| Sell | CAT Caterpillar dropped out of the top ranking (entry score was 20%) | 876.54 | — | -1.4% |
Prices are the frozen close on the signal date — the price at which the live model portfolio starts (buy) or stops (sell) holding the position. Sell result is the price change from the position's own buy signal, dividends not included.