Market Masters
High-conviction picks from the best-performing stock pickers in the world.
All figures are backtested → · benchmark: S&P 500 TR
Growth of $10,000
Data through May 20, 2026•Log scale
Performance
LiveAll three windows use the same data source as the chart. YTD spans the most recent rebalance; the rebalance window is one holdings composition only.
Year by Year Returns
Data through May 20, 2026
Annual returns vs S&P 500 TR. Green beats the benchmark, red trails it.
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Risk and reward
Both reads below are computed from the strategy's realized return history, not from a snapshot of today's holdings. The score only moves when the strategy's real behavior changes.
Over its full record this strategy has been paid for the risk it takes relative to the S&P 500. The last 12 months have run hotter than that record. Right of center means the strategy earned more return per unit of downside than the S&P 500 over the window. The last 12 months marker is a rear view read of the strategy, not a forecast.
In its worst historical year Market Masters fell about -48%, and its deepest drawdown was -55.8%.
On the same scale: cash sits near 2, investment grade bonds near 18, a 60/40 mix near 45, and the S&P 500 near 72. Every portfolio we publish is a 100% equity, concentrated book, so each one is aggressive relative to a blended account. Size it to your own tolerance by blending in safer assets.
Rolling 3 year window. Above the dashed line: paid for the risk versus S&P 500. Below: not paid.
Rolling 3 year window on the same 0 to 100 scale. Risk breathes with market regimes; a snapshot score would hide that arc.
Returns by Rebalance Period
How each set of holdings performed in its own window. Different time period than YTD — YTD covers Jan 1 forward and spans rebalances; each row below covers a single holdings composition.
| Period | Dates | Days | Portfolio | S&P 500 TR | Alpha |
|---|---|---|---|---|---|
Current (from Q2 2026)Live | May 18, 2026 → Jul 2, 2026 | 45 | +11.7% | +1.3% | +10.4% |
Q2 2026 | Apr 9, 2026 → May 17, 2026 | 38 | +0.2% | +8.7% | -8.5% |
Key Characteristics
- •High-conviction picks from the best-performing stock pickers in the world
- •Concentrated portfolio for investors who want more growth
- •Higher upside potential with more volatility
- •For investors with a longer time horizon and higher risk tolerance
- •Quarterly rebalancing with tactical adjustments
Rebalance Schedule
Market Masters rebalances four times a year, on the 20th to 25th of February, May, August, and November — anchored to the SEC 13F filing cycle so we can act on the latest institutional disclosures. Pro members get the trade list by email the moment we publish.
Market Masters vs S&P 500
Sector weights as of 2026-05-04. Posture is one of several lenses we use to read a portfolio — never used in isolation.
Current Holdings
Weekly Model Report
Full sector breakdown
Why we own these
The trophy room. Yes, this is cherry-picked. That is the point. The full record, including the picks that did not work, is on the Track Record page.
Market Masters Hall of Fame
The 10 biggest closed-position wins from this portfolio. Total returns include dividends, verified against YCharts.
These are closed positions in the model portfolio, ranked by total return percentage (price + dividends). Hypothetical, backtested performance based on the methodology applied to historical data. Members who execute the same trades may not achieve the same results due to timing, fees, taxes, and individual circumstances. Past performance does not guarantee future results.