Picks track record
Every pick, equal-weighted into a 11-slot portfolio, against SPY bought on day one and held. Feb 23, 2026 – Sep 8, 2026.
+16.6%
ACCE picks
11 slots, 38 picks
+11.1%
SPY buy and hold
+5.5%
Excess return
59%
Hit rate
26 closed
52d
Avg hold
Defaults to 12, the number of picks open right now, so the portfolio shown is the one actually being run. Adjustable from 10 to 16; the record is stable across that range, and every figure and the methodology below update with your choice.
How this is calculated
- Capital is divided into 11 equal slots. Each pick takes one slot at its entry, and returns the capital to the pool when it closes. Uninvested capital earns nothing.
- Entry is the actual fill date and price set on the Monday open, not the date the pick was published. Dating from publication would book a move subscribers could not have captured.
- Partial exits are honoured. 25 of 38 picks were scaled out of, and each tranche is realized at its own exit price and date.
- The 0 picks still awaiting their Monday fill are excluded. They never represented a live position.
- 5 picks trade outside USD. Their returns are converted at the daily ECB fixing, so a USD investor currency exposure is included rather than ignored.
- Corporate actions are valued as a credit against the original cost basis, from the distribution date onward.
- The benchmark is bought at the close before the first entry, so it earns a full first-day move while the picks only earn from their fill price. That biases the comparison slightly toward the benchmark.
- Not modelled: commissions, spreads, slippage, taxes, or dividends on either side.
This is 38 picks over 6 months, with at most 12 held at once. That is a short record and a small sample. It is not a reliable guide to future results, and it is not investment advice. See the full disclaimer