Skip to main content
Preview

Research from Friday’s close · next update overnight after Monday’s close

Sagehood30

Equal-value 30-name research book from the Liquid 100.

Through 2026-10-30

Current book · 2026-10-30

30 equities · 1 cash receivable

Every name’s weight, and its research score where the research covers it, is inHoldings below

Sagehood30 accounting history

Modeled growth from 2025-05-01 through 2026-10-30; no real capital was traded. The visible selection-method boundary is not a continuous attribution claim.

Type a date and press Enter, or pick one from the calendar. Type the day, month and year in the order the field shows them.

2026-10-30

Scheduled executionBook rebalanced
Adjusted closes fixed when this accounting was built

Session return

SA30 net day
−1.78%
Gross day
−1.76%
SPY day
−1.77%
SPY growth (cumulative)
1.38×

Book accounting

Ending net value
$1,917.79
Cash
$0.00

Trading assumptions

Session cost
$0.45
Gross turnover
46.55%

Session 2026-10-30: SA30 net day −1.78%, SPY day −1.77%. Growth since start is shown from 60 on-time sessions; this record has 41.

Sagehood30 netS&P 500 (SPY)
Growth of 1.00 · viewing 2025-05-01 to 2026-10-30

Selected 2026-10-30. Sagehood30 net. Research-selected.

  • Research-selected rebalances begin · base close ; effective

The range changes which dates are shown, not the starting value of the series. Values are not rebased to the selected range. 1M, 3M and 1Y count calendar months back from the latest session; All shows every session.

Returns by time window

Through 2026-10-30 · Sagehood30 and S&P 500 over the same dates.

Each row: Sagehood30, then S&P 500 (SPY) and the difference.

  • 1 month2026-09-30 to 2026-10-30−4.92%· S&P 500 (SPY) −0.91%· −4.01 pp
  • 3 months2026-07-30 to 2026-10-30−2.57%· S&P 500 (SPY) +2.14%· −4.71 pp
  • Year to date2025-12-31 to 2026-10-30+47.08%· S&P 500 (SPY) +11.69%· +35.39 pp
  • 1 year2025-10-30 to 2026-10-30+49.18%· S&P 500 (SPY) +12.36%· +36.82 pp
  • Since 2025-05-012025-05-01 to 2026-10-30Growth since start is shown from 60 on-time sessions; this record has 41.

A dash means the history does not reach back to the start of that period.

What if you had invested?

Research era only: every book held from the 2026-07-22 close was chosen by this research.

Modeled value 2026-10-30
$1,018
Gain
+1.8%
Same amount in SPY
$1,014
SPY gain
+1.4%

Modeled from the same retrospective reconstruction as the chart, after its modeled costs and before taxes. No one received this result; it is not a traded fund or a live track record.

Monthly returns

Calendar months of the same retrospective reconstruction, newest first; SPY between the same two closes. First and last months are partial. Months before 2026-07 are the earlier price-based reconstruction; 2026-07 combines it with research-era sessions after the 2026-07-22 close; later months are research era.

Each row: Sagehood30 net, then SPY and the difference.

  • 2026-10−4.92%· SPY −0.91%· −4.01 pp
  • 2026-09+0.21%· SPY −0.33%· +0.54 pp
  • 2026-08+2.10%· SPY +2.68%· −0.58 pp
  • 2026-07−1.46%· SPY +0.03%· −1.49 pp
  • 2026-06+5.95%· SPY −1.03%· +6.98 pp
  • 2026-05+17.80%· SPY +5.26%· +12.54 pp
  • 2026-04+18.11%· SPY +10.51%· +7.60 pp
  • 2026-03−5.25%· SPY −4.94%· −0.31 pp
  • 2026-02+3.00%· SPY −0.86%· +3.86 pp
  • 2026-01+6.65%· SPY +1.47%· +5.18 pp
  • 2025-12−0.01%· SPY +0.08%· −0.09 pp
  • 2025-11+0.76%· SPY +0.20%· +0.56 pp
  • 2025-10+6.33%· SPY +2.38%· +3.95 pp
  • 2025-09+10.16%· SPY +3.56%· +6.60 pp
  • 2025-08+0.75%· SPY +2.05%· −1.30 pp
  • 2025-07+2.70%· SPY +2.30%· +0.40 pp
  • 2025-06+4.17%· SPY +5.14%· −0.97 pp
  • 2025-05 (partial)+2.51%· SPY +5.54%· −3.03 pp
Monthly pattern chart

Holdings

30 names · closing book 2026-10-30

SA30 selects by its own specialist signal, not by this score, so it can hold a name rated Bearish.

What these mean
Research score
The published research view as one number. 50 is balanced; higher leans Bullish, lower leans Bearish.
Bullish, Neutral, Bearish
Bullish, Neutral and Bearish are set by the research from its score, not by this page: 65 and above is Bullish, 45 to 64 Neutral, 44 and below Bearish. Archived simulated sessions use 60 and above for Bullish and 40 and below for Bearish.

Research scores dated

A dash in Day contribution: the name was bought at the 2026-10-30 close, so it held no position during that session. That session’s return came from the book held before the trade, including the 7 names sold at that close, which are no longer listed.

Equal-value target at each scheduled rebalance; weights drift with prices between rebalances. Accounting closes are the prices frozen when this accounting was built; a stock page’s adjusted close can differ, because adjusted history is revised later (for example for dividends). Research scores are the 2026-10-30 accepted research for each name; SA30 selects by its own specialist signal, not by this score. Entered and Carried refer to the 2026-10-30 rebalance, which removed CCL, CRM, HPE, HPQ, KMI, NOW, NVDA.

Sector mix

Share of the closing book 2026-10-30

  • Information TechnologyAAPL, AMD, APH, CRWD, GEN, LRCX, MSFT, MU, PLTR28.9%
  • Consumer StaplesKDP, KO, KVUE, MNST, PG16.1%
  • EnergyCVX, DVN, EQT, OXY, XOM16.1%
  • Health CareBSX, MDT, MRNA, PFE, VTRS16.1%
  • Communication ServicesCMCSA3.2%
  • Consumer DiscretionaryNCLH3.2%
  • FinancialsSCHW3.2%
  • IndustrialsCSX3.2%
  • Not in the current research universeCVS3.2%
  • Real EstateHST3.2%

Sectors are the research universe’s GICS classification for each name, current vintage. Weights are the closing-book weights above.

CVS was in the Liquid 100 when selected and is not in the current research universe, so no sector or research is shown.

Method & evidence

Accepted research

Research dated 2026-10-30.

This research date does not turn the historical return series into live performance evidence.

How this research was made

This research is AI-generated and is not investment advice.

Research date
2026-10-30

Awaiting market data for the simulated continuation.

Objective

A transparent 30-name research book

Sagehood30 tests whether a repeatable specialist direction-and-confidence ranking can maintain a broad, equal-value research portfolio inside the Liquid 100. It is an accounting reconstruction—not an investable index or a live portfolio.

Key metrics

Constituents
30 names
Rebalance schedule
Every 7 sessions until 2026-07-16; since then at each Liquid 100 membership change (40 rebalances; the 2026-10-30 membership change is not yet executed)
Target weighting
Equal 1/30
Modeled cost
5 bps
Method and evidence limits

How Sagehood30 works

Research universe
Current-vintage Liquid 100 membership; historical membership is not available.
Selection
0.8 × specialist direction plus 0.2 × confidence, ranked to 30 names. Historical inputs are retrospective.
Weighting
Equal value, 1/30 per name at each rebalance; weights drift with prices between rebalances.
Schedule
A rebalance every 7 sessions until 2026-07-16 (the interval ending 2026-07-16 counts 8 sessions because Sagehood’s daily record has no entry for 2026-07-13). Since then the book has rebalanced at each Liquid 100 membership change instead: 40 rebalances, 1 to 5 sessions apart. The 2026-10-30 membership change is not yet executed. All 42 intervals are listed below as schedule exceptions.
Accounting
Adjusted units persist between closes; trades cost 5 bps per executed notional. Latest modeled net value is $1,917.79.
42 schedule exceptions

The recorded schedule is a rebalance every 7 sessions. Every interval that did not follow it is listed here, including the membership-change rebalances that replaced it.

Schedule exceptions: each interval between rebalance observations that differs from the 7-session schedule, with its length and reason
From observationTo observationSessionsReason
2026-07-062026-07-168Scheduled rebalance; Sagehood’s daily record has no entry for 2026-07-13, so this interval counts one session more
2026-07-162026-07-213The Liquid 100 membership changed (with a recorded approval)
2026-07-212026-07-221The Liquid 100 membership changed (with a recorded approval)
2026-07-222026-07-231The Liquid 100 membership changed (with a recorded approval)
2026-07-232026-07-294The Liquid 100 membership changed (with a recorded approval)
2026-07-292026-07-312The Liquid 100 membership changed (with a recorded approval)
2026-07-312026-08-042The Liquid 100 membership changed (with a recorded approval)
2026-08-042026-08-062The Liquid 100 membership changed (with a recorded approval)
2026-08-062026-08-071The Liquid 100 membership changed (with a recorded approval)
2026-08-072026-08-134The Liquid 100 membership changed (with a recorded approval)
2026-08-132026-08-141The Liquid 100 membership changed (with a recorded approval)
2026-08-142026-08-171The Liquid 100 membership changed (with a recorded approval)
2026-08-172026-08-181The Liquid 100 membership changed (with a recorded approval)
2026-08-182026-08-202The Liquid 100 membership changed (with a recorded approval)
2026-08-202026-08-242The Liquid 100 membership changed (with a recorded approval)
2026-08-242026-08-262The Liquid 100 membership changed (with a recorded approval)
2026-08-262026-08-282The Liquid 100 membership changed (with a recorded approval)
2026-08-282026-08-311The Liquid 100 membership changed (with a recorded approval)
2026-08-312026-09-011The Liquid 100 membership changed (with a recorded approval)
2026-09-012026-09-043The Liquid 100 membership changed (with a recorded approval)
2026-09-042026-09-092The Liquid 100 membership changed (with a recorded approval)
2026-09-092026-09-165The Liquid 100 membership changed (with a recorded approval)
2026-09-162026-09-182The Liquid 100 membership changed (with a recorded approval)
2026-09-182026-09-233The Liquid 100 membership changed (with a recorded approval)
2026-09-232026-09-241The Liquid 100 membership changed (with a recorded approval)
2026-09-242026-09-251The Liquid 100 membership changed (with a recorded approval)
2026-09-252026-09-281The Liquid 100 membership changed (with a recorded approval)
2026-09-282026-09-291The Liquid 100 membership changed (with a recorded approval)
2026-09-292026-09-301The Liquid 100 membership changed (with a recorded approval)
2026-09-302026-10-011The Liquid 100 membership changed (with a recorded approval)
2026-10-012026-10-021The Liquid 100 membership changed (with a recorded approval)
2026-10-022026-10-073The Liquid 100 membership changed (with a recorded approval)
2026-10-072026-10-092The Liquid 100 membership changed (with a recorded approval)
2026-10-092026-10-165The Liquid 100 membership changed (with a recorded approval)
2026-10-162026-10-213The Liquid 100 membership changed (with a recorded approval)
2026-10-212026-10-221The Liquid 100 membership changed (with a recorded approval)
2026-10-222026-10-231The Liquid 100 membership changed (with a recorded approval)
2026-10-232026-10-261The Liquid 100 membership changed (with a recorded approval)
2026-10-262026-10-271The Liquid 100 membership changed (with a recorded approval)
2026-10-272026-10-281The Liquid 100 membership changed (with a recorded approval)
2026-10-282026-10-291The Liquid 100 membership changed (with a recorded approval)
2026-10-292026-10-301The Liquid 100 membership changed (with a recorded approval)

Current-vintage accounting reconstruction. On the source-defined schedule, adjusted units and cash persist between executions. Net results include modeled 5 bps costs. This is not point-in-time alpha evidence. The inherited limitation remains: Sagehood’s daily record has no entry for 2026-07-13.

How the SA30 index is built, in plain words
Point-in-time coverage

Verified dated membership snapshots

56

41 of these fall on the 85 dates in the whole history when a book was selected (the first selection and every rebalance decision since) that need one; having snapshots is not the same as covering those dates.

Verified coverage

2026-07-21 → 2026-10-30

Performance-evidence gate

Withheld until the full dated membership history exists

Common questions

Why equal value?
Each of the 30 names is set to the same value at every rebalance, so no single name dominates; weights then drift with prices until the next rebalance.
How often does it rebalance?
A rebalance every 7 sessions until 2026-07-16 (the interval ending 2026-07-16 counts 8 sessions because Sagehood’s daily record has no entry for 2026-07-13). Since then the book has rebalanced at each Liquid 100 membership change instead: 40 rebalances, 1 to 5 sessions apart. The 2026-10-30 membership change is not yet executed. All 42 intervals are listed above as schedule exceptions. Each trade is charged 5 bps.
Is this a track record?
No. It is a retrospective reconstruction on today’s Liquid 100 membership; no real capital was traded.
How is it different from the Top-7 page?
Sagehood30 holds 30 names at equal value on its own schedule; the Top-7 archive holds the seven highest-scored names and changes with each accepted signal. Their returns are not comparable one to one.

As of 2026-10-30 · Research only · Liquid 100 current-vintage selection · every 7 sessions until 2026-07-16, since then at each Liquid 100 membership change (40 rebalances; the 2026-10-30 membership change is not yet executed) · 5 bps modeled trading cost · SPY adjusted-close benchmark

Sagehood research is for general information. It is not individualized investment advice or a recommendation to buy or sell any security.

Sagehood30 | Sagehood