Cumulative view
Performance since July
Comparing the reported S&P 500 return with Dakota's model result.
Monthly results
Model performance by month
Returns are presented using the reported equal-weight model inputs.
July
S&P 500
-0.13%
Dakota
+3.354%
Names in the model
- HROW
- WDAY
- CMG
- 005930-KRX
- HD
- CAT
- EOLS
- SIE-ETR
- SHOP
- BAX
- 005930-KRX
- AAPL
- ABBV
- AMZN
- GE
- MELI
- TMO
- FI
- JPM
- AMAT
- FTNT
- IBM
- BRK.B
- HOOD
- GOOG
- AXP
- HEI
- SHW
- META
- ADBE
- REGN
- NVDA
- EL
- BAP
- SIG
- BKNG
August
S&P 500
+2.62%
Dakota
+4.51%
Names in the model
- FLEX
- GOOG
- AMZN
- SLB
- CAT
- MSFT
- QCOM
September
S&P 500
-0.45%
Dakota
-3.863%
Names in the model
- MELI
- JPM
- IBM
- HD
- HON
- 005930-KRX
- AAPL
- MCD
- FTNT
- EL
October outlook
October names
Current research watchlist for the upcoming period.
Equal-weight watchlist
These names are included for continued research and monitoring; they are not recommendations to buy or sell.
AMAT
SHOP
FTNT
WDAY
GOOG
QCOM
AAPL
META
Portfolio approach
The portfolio consists of an equal weight of the names the model identifies as worth investing in. The exit strategy is based on whether the stock reaches the expected price target; if it does not, the position is held until the end of the month.
Important
Past performance does not guarantee future results. Model outputs are probabilistic estimates and may be affected by market conditions, data availability, model changes, and input assumptions. This page is intended for research and educational purposes and is not individualized investment advice.
July backtest
Download the complete trade history
Get the full July investment, exit strategy, forecast, target, realized return, and weight detail as a downloadable CSV file.