Arm A
0.528Equal thirds Quality, ORATS and market-cap selection.
View current and historical holdings ↗Systematic investing · research in practice
Strategy
Observed broker-paper execution alongside a separately modeled five-book META portfolio.
Broker observations + separate model · through 2026-09-08Model closing history through 2026-09-08. Holdings and stock P&L on market-closed dates are available through 2026-09-08. Later model trading-day results and model intraday marks are pending. Actual broker observations are dated separately below.
Five books. One account.
Event
0.580Registered realistic-base company-event book.
View current and historical holdings ↗SOX
0.180Internal-control disclosure shorts.
View current and historical holdings ↗EXH
0.600Financing-filing shorts and their SPY hedges.
View current and historical holdings ↗Proxy
0.240Contested-proxy event shorts and their SPY hedges.
View current and historical holdings ↗Relative exposure coefficients before shared risk scaling. These are not cash percentages or separately capitalized accounts.
How to read this record
- One funded account starting with $100,000 and no inherited positions on July 29, 2026.
- Arm A uses the final three-sleeve recipe from inception. Event, SOX, EXH and Proxy share the same account.
- Historical trades use the registered funded backtest’s opening and closing price proxies, modeled fees, borrowing and financing.
- Open P&L uses executed entry prices; commissions are expensed separately. Results are pretax.
- Closed-market dates carry the preceding stock holdings and marks. Missing trading days are not filled forward.
- This is reconstructed model performance, not actual broker fills or a reproduction of the analytical research return curve.