The track record.

Every position we hold, marked to market — winners and losers alike.

These are the names we actually own, with realized return versus the Russell Mid-Cap (IWR) and the S&P 500, dated from entry. We show every one, win or lose, and we never quietly drop a position from the record.

The names here are public. Every new positionwe open from here is named for Members first — its return still shows the day it’s disclosed. See the live named book →

Average position vs benchmarks · since inception

Probative +5.88%IWR +1.09%SPY −1.20%Max drawdown -0.99%

Positions

5

Avg return

+5.88%

Winners

5

Losers

001
URBN
2026-05-14
BUY
+8.30%
002
IDT
2026-05-14
BUY
+6.09%
003
MCRI
2026-05-14
BUY
+5.97%
004
CENT
2026-05-14
BUY
+4.72%
005
LAUR
2026-05-14
BUY
+4.31%