⚠ Important limitations: This backtest has look-ahead bias — it assumes you knew investor holdings on the quarter-end date, but 13F filings aren't actually published until up to 135 days later. Transaction costs, taxes, and slippage are not modelled. Past results do not predict future performance. This is an educational tool, not investment advice.
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First run for a quarter may take 30-60 seconds. Results are cached after.
Stock-by-stock returns
Model vs S&P 500
Stock-by-Stock Breakdown
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Company
Ticker
Sector
Conviction
Buy price
Exit price
Return
⚠ Disclaimer: This backtest is purely hypothetical. No real trades were or are being made. Adrian Bogen is not a financial advisor. Past model performance does not predict future results.