Tepper Tactical
Built around one of the most legendary investors alive, enhanced with tactical risk management.
All figures are backtested → · benchmark: S&P 500 TR
Growth of $10,000
Data through May 20, 2026•Log scale
Performance
Live through May 20, 2026All 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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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 Q1 2026)Live | Feb 18, 2026 → May 20, 2026 | 91 | +1.7% | +7.1% | -5.5% |
Key Characteristics
- •Built around one of the most legendary investors alive
- •Enhanced with tactical stop-loss management to protect gains
- •Concentrated exposure to a proven guru's best ideas
- •Highest return potential across our lineup
- •Quarterly review with tactical risk management
Rebalance Schedule
Rebalance Window OpenTepper Tactical 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.
Tepper Tacticalvs 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
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.
Tepper Tactical 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.