QuantCat

Clearly our filtered portfolio is outperforming, even compared to bullish only Elite pitches, but you might say there is a lot of cherrypicking, so here is a pseudo out of sample test - let's see how picks that were not part of this analysis (since July 2025) perform. • Curated (124 samples) Mean Ret: +32.6% • Elite Bullish (469 samples) Mean Ret: +19.3% • Unfiltered Elite (1,235 samples) Mean Ret: +14.4% Benchmark: S&P 500 YTD is tracking around +8.0% Not bad huh? 17/17

Simulated portfolio: • Curated: $372,580 final value | +57.2% CAGR • Elite (Bullish only): $166,675 final value | +42.1% CAGR Yearly Performance (Curated / Elite): • 2025: +93.1% | +53.8% • 2024: +76.9% | +40.1% • 2023: +42.7% | +27.5% • 2022: +20.5% | +16.8% • 2021: +17.9% | +13.0% • 2020: +219.1% | +146.9% • 2019: +48.5% | +45.0% • 2018: +13.5% | +28.3% 16/n

This time I studied @joinyellowbrick's Elite (paywalled) 4000 pitches with more insights and charts. Read till the end to find out how to get 74% 1Y return (vs 38% for all Elite pitches) 1/n

@4drant will calculate for my follow up analysis of elite picks from them, more alpha there

@justquantcat What about excess return (those returns vs benchmark)?

I've analyzed over 20000 pitches from @joinyellowbrick to find out if there is alpha in following them. 1/n

@The_Pro_Invest @joinyellowbrick absolute mean returns, meaning that's close to what you would get investing your money

@justquantcat @joinyellowbrick Is this absolute or relative performance?

@BetterIRR @joinyellowbrick Stay tuned to find out

@justquantcat @joinyellowbrick Suspect if you owned every pitch in there when posted you would generate decent returns.