Buy and Hold Strategies
Three $10,000 paper portfolios tracked live. Momentum holds the 5 S&P 500 stocks with the best 6-month return, exits any that close 25% below their high, and re-ranks every 6 months. Hybrid uses the same rules but only buys stocks with a forward P/E between 0 and 20. Signals come from the close; trades fill at the next day's open.
Portfolio value
Momentum Rotation
| Ticker | Shares | Entry | Last | Stop | To stop | Value | P/L |
|---|---|---|---|---|---|---|---|
| CRWD 2026-10-20 | 8.8396 | 226.25 | 268.02 | 201.01 | 33.3% | $2,369.19 | +18.5% |
| DELL 2026-10-20 | 4.4994 | 444.50 | 501.96 | 376.47 | 33.3% | $2,258.54 | +12.9% |
| FTNT 2026-10-20 | 11.7206 | 170.64 | 185.00 | 138.75 | 33.3% | $2,168.31 | +8.4% |
| MPC 2026-10-20 | 4.2377 | 471.95 | 435.98 | 356.28 | 22.4% | $1,847.57 | -7.6% |
| MRNA 2026-10-20 | 8.8484 | 226.03 | 207.97 | 184.36 | 12.8% | $1,840.20 | -8.0% |
| Cash | $0.00 | ||||||
| Total | $10,483.80 | +4.8% | |||||
Realized P/L from closed trades: +$0.00
Hybrid (Fwd P/E 0-20)
| Ticker | Shares | Entry | Last | Stop | To stop | Value | P/L |
|---|---|---|---|---|---|---|---|
| DELL 2026-10-20 | 4.4994 | 444.50 | 501.96 | 376.47 | 33.3% | $2,258.54 | +12.9% |
| HPE 2026-10-20 | 36.8324 | 54.30 | 60.84 | 45.63 | 33.3% | $2,240.88 | +12.0% |
| MPC 2026-10-20 | 4.2377 | 471.95 | 435.98 | 356.28 | 22.4% | $1,847.57 | -7.6% |
| MU 2026-10-20 | 2.2621 | 884.12 | 928.76 | 696.57 | 33.3% | $2,100.97 | +5.0% |
| NTAP 2026-10-20 | 9.7111 | 205.95 | 227.58 | 170.69 | 33.3% | $2,210.05 | +10.5% |
| Cash | $0.00 | ||||||
| Total | $10,658.01 | +6.6% | |||||
Realized P/L from closed trades: +$0.00
SPY Buy & Hold
| Ticker | Shares | Entry | Last | Value | P/L |
|---|---|---|---|---|---|
| SPY 2026-10-20 | 13.0572 | 765.86 | 769.66 | $10,049.62 | +0.5% |
| Cash | $0.00 | ||||
| Total | $10,049.62 | +0.5% | |||
Realized P/L from closed trades: +$0.00
Trade ledger
| Date | Portfolio | Action | Ticker | Shares | Price | Amount | Realized | Reason |
|---|---|---|---|---|---|---|---|---|
| 2026-10-20 | SPY | BUY | SPY | 13.0572 | 765.86 | $10,000.00 | — | initial buy |
| 2026-10-20 | Hybrid | BUY | NTAP | 9.7111 | 205.95 | $2,000.00 | — | initial top 5 |
| 2026-10-20 | Hybrid | BUY | MU | 2.2621 | 884.12 | $2,000.00 | — | initial top 5 |
| 2026-10-20 | Hybrid | BUY | HPE | 36.8324 | 54.30 | $2,000.00 | — | initial top 5 |
| 2026-10-20 | Hybrid | BUY | MPC | 4.2377 | 471.95 | $2,000.00 | — | initial top 5 |
| 2026-10-20 | Hybrid | BUY | DELL | 4.4994 | 444.50 | $2,000.00 | — | initial top 5 |
| 2026-10-20 | Momentum | BUY | FTNT | 11.7206 | 170.64 | $2,000.00 | — | initial top 5 |
| 2026-10-20 | Momentum | BUY | CRWD | 8.8396 | 226.25 | $2,000.00 | — | initial top 5 |
| 2026-10-20 | Momentum | BUY | MPC | 4.2377 | 471.95 | $2,000.00 | — | initial top 5 |
| 2026-10-20 | Momentum | BUY | DELL | 4.4994 | 444.50 | $2,000.00 | — | initial top 5 |
| 2026-10-20 | Momentum | BUY | MRNA | 8.8484 | 226.03 | $2,000.00 | — | initial top 5 |
