Equity & ETF model· live since Mar 3, 2025
Equora
Our equity-market model. It analyzes trend, momentum, and volatility signals across stock-market ETFs and sectors, allocating systematically one position at a time.
CAGR · since inception
+16.0%
Hypothetical, annualized
Max drawdown
−12.0%
Worst peak-to-trough decline
Sharpe ratio
1.28
Return per unit of risk
$10,000 at inception
$12,263
Hypothetical value as of Jul 18, 2026
Mar 3, 2025 → Jul 18, 2026: +22.6%
| Date | Equora — $10,000 at inception |
|---|---|
| 2025-03-03 | $10,000 |
| 2025-04-14 | $10,432 |
| 2025-05-26 | $10,111 |
| 2025-07-07 | $10,164 |
| 2025-08-18 | $9,529 |
| 2025-09-29 | $9,549 |
| 2025-11-10 | $9,633 |
| 2025-12-22 | $9,771 |
| 2026-02-02 | $10,524 |
| 2026-03-16 | $10,938 |
| 2026-04-27 | $11,128 |
| 2026-06-08 | $11,198 |
| 2026-07-18 | $12,263 |
Currently holding
Equora currently holds a cash-equivalent position — since Jun 24, 2026.
The current position is always public. Past positions show their result — gain or loss — but not what was bought, to protect the strategy.
Every decision, on the record
52 entries · append-only · nothing edited, nothing hidden after the fact
- Jul 18
Left the cash-equivalent position (+0.3% since Jun 24).
+0.3%Cash - Jul 6
The model has held its current position since Jun 24 — its signals kept it unchanged through this review cycle.
- Jun 24
Parked the portfolio in a cash-equivalent position.
Cash - Jun 24
Closed XLE (+9.3% since May 29). Moved fully to a cash-equivalent position.
+9.3%XLE - Jun 11
The model has held its current position since May 29 — its signals kept it unchanged through this review cycle.
- May 29
Opened a new position.
- May 29
Closed a position (+4.0% over 23 days). Rotated into a new position.
+4.0% - May 6
Opened a new position.
- May 6
Closed XLE (−3.4% since Apr 14). Rotated into GLD.
−3.4%XLE - Apr 14
Opened a new position.
- Apr 14
Closed a position (+2.0% over 32 days). Rotated into a new position.
+2.0% - Mar 29
The model has held its current position since Mar 13 — its signals kept it unchanged through this review cycle.
- Mar 13
Opened a new position.
- Mar 13
Closed a position (+2.9% over 24 days). Rotated into a new position.
+2.9% - Mar 1
The model has held its current position since Feb 17 — its signals kept it unchanged through this review cycle.
- Feb 17
Opened a new position.
- Feb 17
Left the cash-equivalent position (+0.2% since Feb 4). Rotated into GLD.
+0.2%Cash - Feb 4
Parked the portfolio in a cash-equivalent position.
Cash - Feb 4
Closed SPY (+2.3% since Jan 14). Moved fully to a cash-equivalent position.
+2.3%SPY - Jan 14
Opened a new position.
- Jan 14
Closed a position (+5.8% over 31 days). Rotated into a new position.
+5.8% - Dec 29, 2025
The model has held its current position since Dec 14 — its signals kept it unchanged through this review cycle.
- Dec 14, 2025
Opened a new position.
- Dec 14, 2025
Closed a position (+1.0% over 30 days). Rotated into a new position.
+1.0% - Nov 29, 2025
The model has held its current position since Nov 14 — its signals kept it unchanged through this review cycle.
- Nov 14, 2025
Opened a new position.
- Nov 14, 2025
Closed a position (+1.7% over 31 days). Rotated into a new position.
+1.7% - Oct 29, 2025
The model has held its current position since Oct 14 — its signals kept it unchanged through this review cycle.
- Oct 14, 2025
Opened a new position.
- Oct 14, 2025
Closed a position (−4.6% over 33 days). Rotated into a new position.
−4.6% - Sep 27, 2025
The model has held its current position since Sep 11 — its signals kept it unchanged through this review cycle.
- Sep 11, 2025
Opened a new position.
- Sep 11, 2025
Closed a position (+2.3% over 14 days). Rotated into a new position.
+2.3% - Aug 28, 2025
Opened QQQ at $533.33.
QQQ - Aug 28, 2025
Closed a position (−0.4% over 28 days). Rotated into a new position.
−0.4% - Aug 14, 2025
The model has held its current position since Jul 31 — its signals kept it unchanged through this review cycle.
- Jul 31, 2025
Opened a new position.
- Jul 31, 2025
Closed XLE (−4.4% since Jul 13). Rotated into SPY.
−4.4%XLE - Jul 13, 2025
Opened XLE at $89.37.
XLE - Jul 13, 2025
Closed a position (+5.5% over 35 days). Rotated into a new position.
+5.5% - Jun 25, 2025
The model has held its current position since Jun 8 — its signals kept it unchanged through this review cycle.
- Jun 8, 2025
Opened QQQ at $505.72.
QQQ - Jun 8, 2025
Closed a position (−7.4% over 31 days). Rotated into a new position.
−7.4% - May 23, 2025
The model has held its current position since May 8 — its signals kept it unchanged through this review cycle.
- May 8, 2025
Opened a new position.
- May 8, 2025
Closed a position (+0.1% over 26 days). Rotated into a new position.
+0.1% - Apr 25, 2025
The model has held its current position since Apr 12 — its signals kept it unchanged through this review cycle.
- Apr 12, 2025
Opened a new position.
- Apr 12, 2025
Closed a position (+1.6% over 19 days). Rotated into a new position.
+1.6% - Mar 24, 2025
Opened a new position.
- Mar 24, 2025
Closed GLD (+3.2% since Mar 3). Rotated into XLE.
+3.2%GLD - Mar 3, 2025
Equora went live and opened its first position.
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