Growth Equities

Hold stocks with great fundamentals, strong earnings and revenue growth, when those stocks are trading healthily and the broad market is healthy. Positions are trimmed when a stock's price action deteriorates or when a separate broad-market gate signals unhealthy conditions. Holding periods range from days to weeks.

The strategy controls drawdown by using a broad-market health gate to detect when conditions are unhealthy and step aside. The broad-market gate has successfully avoided or sharply reduced exposure during every major drawdown since 1998: the dot-com crash (2000–2002), the Great Financial Crisis (2008), the COVID crash (2020), the 2022 tech bear market, the 2025 tariff-driven selloffs, and the Strait of Hormuz / Iran escalation episodes. The system does not predict these events. It reacts to the deterioration in market health they cause.

The only thing that changes between the variations below is which tickers you feed in. The auto-selected option lets the code pick the list each rebalance from its own selection criteria. You can also hand in a fixed list of your own choosing, a large-cap filter, an AI-leadership set, the NASDAQ-100, the S&P 500, anything, and the strategy applies the same per-stock and broad-market timing rules to decide what to own and when.

Traded with my own real capital, on and off, since May 2025, and validated across a multi-decade backtest. Five variations are shown. Auto-selected uses the code-driven screen on US growth names. The large-cap and AI variations swap in different fixed lists. The long-history variation runs the auto-selected screen across 24 years, and the dot-com era variation shows the strategy navigating the 2000 bubble pop.