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EVERY CALL · LOCKED · SCORED · PUBLIC

Every call is locked the day it is made. You can check any of them.

Every signal, every read and every portfolio weight is snapshotted with the price at publication and never edited afterwards. Corrections arrive as new dated entries. A decade of walk-forward testing sits behind the construction, and the live series began on 3 August 2026. The two are held apart by the data layer, so nothing simulated can ever be presented as something that happened.

01What is actually on the record

Three separate things, never mixed.

A record only means something if you can tell which part was live, which part was simulated, and when each began. Those are held apart by the data layer, not by good intentions.

LATE JUNE 2026
The signals went live
Publish-locked from day one. Each morning’s calls are frozen the moment they send and stay readable ever after.
3 AUGUST 2026
The portfolios started trading
One per service. The P&L series begins here, at zero, and is added to every Monday. Month one will be described as one month of data.
2016 to 2026
Everything before that line
A decade of walk-forward simulation on the same locked construction, net of costs. Labelled as simulation, everywhere it appears.
02The live record

Both portfolios have been public from the first print.

The monthly recap publishes on the first Monday after month end, generated from the locked daily series and never recomputed. Red months stay on this page permanently. Leaving them out is what would make the green ones worthless.

PortfolioLive sinceAug 2026Sep 2026Since inceptionMonthly recap
Macro & Megacaps3 Aug 2026first print · 1 SepARCHIVE →
Commodities3 Aug 2026first print · 1 SepARCHIVE →

Nothing appears here until it has happened. An empty cell is an empty cell, and the date it fills is printed beside it.

03The simulated record

A decade of walk-forward testing, on the page of the portfolio it belongs to.

Walk-forward means every point used only the data available on that day, with no re-tuning afterwards. The figures live in one place per portfolio so they cannot drift, and each panel lets you pick a horizon and look at the curve instead of reading one number somebody chose for you.

The full construction note, the models, the combination analysis, the costs assumed and the pitfalls, is published in the inception guide, free to read before any card is involved.

04Why this record can be trusted
Publish-locked at send
A day’s signals freeze the moment they go out and cannot be edited afterwards. What was said on the day stays exactly as it was said, and without that a record means nothing.
Simulated and live can never blur
The two sit in separate tagged series and the P&L endpoint refuses to merge them. A backtest cannot turn into a track record here, because the data layer will not produce one.
The portfolio can only hold what the record already shows
A weight can never appear for a name the published signal series does not already show as long. That rule is enforced in code, not by intention.
Corrections are new entries
Nothing is silently amended. A correction publishes as its own dated entry beside the original, so the sequence of what was believed and when stays intact.
05  ·  BEFORE YOU DECIDE

Read a month of it before you decide anything.

Annual plans carry a free first month. You get the Track Record page exactly as I read it: the locked signals every morning, the portfolio they build, and this page saying afterwards what came of it. Cancel in-month and pay nothing.

The work is closer to observation than prediction. The models report where the market stands and how strongly they agree, the record shows what came of it, and the process keeps improving as that evidence builds up. None of it asks you to be attached to a particular trade, mine included. The market is the thing being read, and we are watching it from the same side of the glass.

Published for information and education. It is not personalised advice, not a managed account, and not a recommendation to buy or sell any security. Capital is at risk, and past and simulated performance tell you nothing certain about the future.