Strategy
Historical Top-7 research.
Current book
- Book signal date
- Assumed trade date
- History through
Historical simulations and accepted daily research. This is not a live portfolio.
What these mean
- Research score
- The published research view as one number. 50 is balanced; higher leans Bullish, lower leans Bearish.
- Confidence
- How well the evidence supports the view, not which way it points: Sagehood research is asked to keep it no higher than its most confident specialist, and lower when the specialists disagree or much of the evidence is weak. It is not a calibrated probability that the view is right.
- XOMResearch score 66Scored Confidence 60
- DVNResearch score 64Scored Confidence 65
- AAPLResearch score 62Scored Confidence 70
- MSFTResearch score 62Scored Confidence 60
- CRWDResearch score 61Scored Confidence 60
- APHResearch score 60Scored Confidence 62
- KDPResearch score 60Scored Confidence 60
Queued signal Awaiting next session closeChanges vs current book: +CVX +GEN +HST +MU / −AAPL −MSFT −APH −KDP
Strategy history
Select a session to inspect its book and returns.
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
Daily-generated researchSimulated rebalance at close- Top-7 day
- −2.01%
- SPY day
- −1.77%
- Modeled cost this session
- −0.006%
- Trading cost modeled for this session, as a share of the book; not a per-trade rate.
Continuous growth
All-time · 2025-05-08 to 2026-10-30
Hypothetical mixed-method chain · adjusted-close benchmarks.
| Series | Growth | Return | Alpha (pp) |
|---|---|---|---|
| Top-7 | 2.46× | +146.25% | — |
| S&P 500 (SPY)Captured | 1.36× | +35.96% | +110.29 |
| Russell 2000 (IWM)Captured | 1.41× | +41.04% | +105.21 |
Alpha = Top-7 return − benchmark return.
Selected 2026-10-30. Top-7 strategy. Continuous series. 2.46× growth multiple.
- Prior-version signals (forward-executed) · 2025-05-08 to 2026-04-09
- Retrospective backtest · 2026-04-10 to 2026-07-15
- Daily-generated research · 2026-07-16 to 2026-10-30
Returns and evidence by period
The continuous summary spans these periods. Returns below describe each period separately.
Prior-version signals (forward-executed)
2025-05-08 to 2026-04-09
Top-7 +55.28% · SPY +21.70% · difference +33.58 pp · 2025-05-08 to 2026-04-09, this period only
Retrospective backtest
2026-04-10 to 2026-07-15
Top-7 +72.09% · SPY +11.38% · difference +60.71 pp · 2026-04-10 to 2026-07-15, this period only
Daily-generated research
2026-07-16 to 2026-10-30
Top-7 −7.85% · SPY +0.92% · difference −8.77 pp · 2026-07-16 to 2026-10-30, this period only
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.
Session detail for 2026-10-30
Book for this return
7 namesHoldings dated 2026-10-30. Company links request the latest stock research, independently of this accounting date.
The return belongs to the seven-name book held from the prior close. The 2026-10-29 signal changed the book at this close and begins earning on the next session.
Session trace
- Book held from signal
- 2026-10-28
- Effective
- 2026-10-30
- Assumed bought at this close (2026-10-29 signal)
- AAPL, APH, KDP
- Assumed sold at this close (2026-10-29 signal)
- CRM, HPE, MU
Largest positive contributions
Largest negative contributions
Method, periods, and book details
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
Prior-version archived-signal simulation · 2025-05-08 to 2026-04-09. It does not establish performance of the current method.
Periods by evidence class: how the research was produced. The returns and evidence disclosure above splits the same history by how its returns were accounted, so those boundaries differ.
Execution note. Eligible Market-on-Close (MOC) orders, which fill at the closing price, come closest to the modeled close-to-close convention (returns measured from one close to the next); the displayed return remains a simulation, not a promised account result. Actual costs, fills, taxes, and timing will differ.
How the book moves
- 1. Rank. Research Scores rank all 100 covered names.
- 2. Select. The top seven form an equal-weight research book.
- 3. Advance. A dated book takes effect at the next close and is carried forward until the next accepted run.
Next queued book
Awaiting next session closeSignal 2026-10-30 · XOM · CVX · CRWD · DVN · GEN · HST · MU
As of 2026-10-30 · Research only · Adjusted prices · next-close timing · modeled costs · historical simulation
Sagehood research is for general information. It is not individualized investment advice or a recommendation to buy or sell any security.