All Posts
2026
Period 11 Review: Quality Growth Surpasses the NASDAQ as the Semiconductor Trade Reverses in CANSLIM
Eleven periods in, a technology selloff reshapes the leaderboard. Quality Growth posts +5.36% — its best period yet — as DAVE surges +10.90% and FICO bounces +7.87% from Period 10's collapse. CANSLIM falls −3.64% as MPWR drops −16% and the semiconductor trade reverses. Quality Growth reaches +16.60% cumulative and leads the NASDAQ for the first time.
2026
Period 10 Review: SEZL Surges 23% to Give Quality Growth Its Best Period as Piotroski Suffers Its Worst
Ten periods in, a flat market exposes pure factor divergence. Quality Growth leads at +4.50% as SEZL surges +23% for a second consecutive outsized gain and DAVE adds +9.65%. CANSLIM gains +2.90% as Micron rises +15.5% and the semiconductor theme extends. Piotroski records its worst period at −5.25% as GLOB collapses −18% and both Period 9 new entrants immediately implode.
2026
Period 9 Review: All Seven Screens Turn Positive as Quality Growth's Cumulative Lead Widens to +18.58%
Nine periods in, every one of the seven screens closes positive for the first time. But the bigger story is cumulative: Quality Growth's true return compounds to +18.58%, more than 6.7 points clear of CANSLIM Rocket and the widest lead over both benchmarks yet. SEZL +14.4% and DAVE +11.1% led the period; Magic Formula's metals holdings reverse their Period 8 collapse at +2.95%.
2026
Period 8 Review: All Seven Screens Fall, Yet Quality Growth's Cumulative Lead Passes the NASDAQ
Every one of the seven screens closes red as precious metals and Broadcom reverse hard. But Quality Growth's smaller −1.86% loss pushes its cumulative return to +14.69% — past the NASDAQ's +13.27% for the first time any strategy in this journal has topped the index.
2026
Period 7 Review: Quality Growth's Cumulative Return Vaults Past CANSLIM to +16.86%
CANSLIM Rocket posts its best single-period return yet at +4.84% as MU and SMCI each surge roughly 30%. But Quality Growth's cumulative total climbs to +16.86%, overtaking CANSLIM's +14.30% to become the outright leader — and closing to within 1.98 points of the NASDAQ.
2026
Period 6 Review: Quality Growth's Cumulative Lead Clears the S&P 500 as FUTU Guts Lunch's Season
Quality Growth's FICO-driven +2.98% pushes its six-period total to +15.04%, 4.84 points ahead of the S&P 500 — the first strategy in this journal to beat the index cumulatively. FUTU's −33% collapse still wipes out Lunch's entire cumulative gain.
2026
Strategy 4 Has Great Taste — and a Guest List of 68
S4 has great bones — quality, growth, balance sheet discipline. It also has 68 stocks. Here is the one variable, at the right threshold, that turns it into a portfolio.
2026
Period 5 Review: The First All-Red Week — and the Week Quality Growth's Lead Over the Market Held While CANSLIM's Didn't
Seven days, zero screens positive, and CANSLIM Rocket trails the S&P 500 for the first time — but the real story is Quality Growth's +11.71% cumulative lead, still standing on a split-adjusted Period 1 gain in Piper Sandler.
2026
Period 4 Review: Two Screens Pull Ahead of the Market as Magic Formula Swings From Worst to Best
Full benchmark data confirms two of seven screens — Quality Growth (+12.16%) and CANSLIM Rocket (+9.21%) — are now cumulatively ahead of the S&P 500 four periods in, while Magic Formula swings from its worst period yet to its best and Piotroski F-Score falls from first to last.
2026
Period 3 Review: Quality Growth Pulls Ahead of the Market, Even as Every Screen Lags This Week
A 4-for-1 stock split in PIPR turns Quality Growth's Period 1 return sharply positive, pushing its cumulative total to +9.93% — the only screen ahead of the S&P 500 three periods in — even as Magic Formula falls −5.50% in five days and Piotroski F-Score posts the period's best return at +1.18%.
2026
Period 2 Review: Five Days, a Rebound, and the Signal in Stability
Magic Formula's retention jumps from 33% to 100% and Piotroski F-Score climbs to 81% after Period 1's turmoil, while CANSLIM Rocket leads all seven screens and DAVE, AUPH, and CALM remain the standout multi-strategy overlaps.
2026
Period 1 Review: Quality Growth Leads a Field That Struggled to Match the Market
Quality Growth (+11.27%) and Lunch (+6.23%) are the only screens to beat the S&P 500 over 43 days, while Magic Formula falls −1.92% on 33% retention and Piotroski F-Score churns to just 25%.
2026
The Stock Market as a Wealth Vehicle — and Why Most People Use It Wrong
Why equities are the most powerful wealth-building tool available to individual investors, what the risks actually are, and how systematic thinking changes your odds.