Paper Portfolio

Standalone $10,000 basket entered 2026-05-27 from the research run, conviction-weighted (Core 15% · Half 10% · off-strategy satellites 10%). Whole shares only (no fractional splits) — so the fill is approximate and leaves a little residual cash, and FIX runs overweight / STX underweight at one share each. Dividends reinvested (DRIP): when a payer (CVE, FIX, STX, SIMO) goes ex-div, the cash buys more shares at that day's price and the share count grows. Marked to market on live prices. Separate from the main $25K paper portfolio — a hypothetical tracking sleeve, not a strategy signal. AMD & SIMO are off-strategy (added by request; they fail the Top-5 filter).

Buy signal only. These are the names you'd buy NEXT when cash is available — they're not what you currently hold (see Holdings tab). Filter: Top-5 designation + below buy-below, ranked by % discount.

The 1-page strategy doc — entry rules, exit triggers, holdings logic, KPIs. Regenerated each time the strategy is updated. Open full PDF →

Hindsight ranking: $25K equal-weight basket of the 10 InvestorPlace BUY-rated stocks with the highest return from Mar 13, 2026 close (last trading day before the Mar 14 portfolio start) to today. Includes a strategy comparison vs. all-in single-stock and SPY.