SaturdaySignal Track Record: 13-Year Performance

About This Track Record

SaturdaySignal's track record is the public archive of every closed signal we've published since the first Saturday issue on March 15, 2013, every winner, every loser, with full entry date, exit date, and percentage gain. The page serves as our bona fide publication record under the Section 202(a)(11) publisher's exemption recognized in Lowe v. SEC. New closes are added each time the model fires an exit.

The data reflects hypothetical historical performance using the SaturdaySignal quantitative AI (Stages 1 and 2). Stage 3, AI fundamental analysis with human editorial review, was not applied during the 13-year backtest period. Live signals going forward include all three stages.

What's Included on This Page

The Annual Performance table and Complete Trade History below show every closed trade. The equity curve above includes both the realized P&L from those closed trades and a one-time frozen offset for backtest-era positions that remained open at the end of the backtest data, locked in at their April 2026 mark and carried forward as a permanent drag on the green Total Equity line. Showing the curve without that drag would overstate strategy performance, so we've kept it visible. The figure does not update with current market prices. Subscribers do not receive Sell Alerts for those positions because subscribers never received Buy Alerts for them.

How Positions Close

The strategy is patient: positions are held until the model signals exit or until the 5-year maximum holding cap is reached, whichever comes first. The 5-year cap is a capital-discipline rule that aligns with how most long-equity vehicles think about strategic single-name horizons. At the cap, capital is freed for new opportunities the system identifies. The longest hold in the published record is 4.95 years; the cap has been approached but never exceeded.

Backtest Methodology

The 2013–2026 backtest window is the earliest date at which the required data feeds were continuously available. It was not chosen to optimize displayed results.

The 2013 partial-year sample reflects the strategy's first year of operation. The Annual Performance table is keyed by the year a position closed, which is why 2013 shows 14 closed trades; most positions entered in 2013 closed in later years given the strategy's average 333-day hold. Excluding 2013 entirely would change the total trade count by less than 1% and would not change the win rate or average hold.

The engine processes trades against historical data regardless of post-trade ticker status, so closed trades reflect what a subscriber would have experienced, including positions in tickers that were later delisted, acquired, merged, or bankrupted during the 13-year window. The universe itself, however, was defined using current-as-of-backtest-run listings. That introduces a measurable survivorship effect at the universe-selection level even though individual trade results are processed honestly. Industry standard, disclosed openly.

What Hypothetical Performance Means

Backtested performance has inherent limitations. The strategy was applied to historical data with the benefit of hindsight. Backtest results do not reflect actual trading and do not account for slippage, commissions, market impact, taxes, or other execution costs. Real subscriber outcomes will vary based on entry timing, position sizing, and execution. No representation is made that any account will achieve similar profits or losses, and actual results may differ materially.

Live signals going forward are also not a guarantee. Past performance, whether backtested or live, is not indicative of future results. The strategy is patient, holds positions through drawdowns, and accepts the risk of loss inherent in equity investing.

Subscriber Outcomes Will Vary

Subscribers maintain full control over their own trading decisions. You may skip any signal, exit at your own timing, modify position sizes, or execute at different prices than published. Subscriber outcomes will vary based on when and how each individual chooses to act. SaturdaySignal provides general educational content only, not personalized investment advice. All investing involves risk of loss, including total loss of principal. You are solely responsible for your own investment decisions.