FinMockInvestor

State as of 2026-07-09 signals degraded on 2026-07-09

Current leader

value-vera

+1.93% net return

Benchmark (buy & hold)

-1.69%

benchmark-bob

Best single-day gain

+5.22%

momo-mia · 2026-07-07

Fills to date

107

across all investors

Performance

steady-sam aggro-alex momo-mia value-vera benchmark-bob

Equity ($), all investors start at $100,000

Show data table

Date	steady-sam	aggro-alex	momo-mia	value-vera	benchmark-bob
2026-06-29	$100,000.00	$100,000.00	$100,000.00	$100,000.00	$100,000.00
2026-06-30	$101,004.74	$103,516.11	$104,048.60	$102,495.31	$102,812.35
2026-07-01	$98,341.15	$97,104.86	$96,226.56	$100,811.60	$100,498.18
2026-07-02	$97,210.32	$91,854.00	$90,705.40	$96,713.25	$97,111.16
2026-07-06	$98,587.17	$94,156.81	$93,415.99	$99,203.44	$98,501.34
2026-07-07	$100,000.00	$97,504.91	$98,289.49	$100,122.12	$100,000.00
2026-07-08	$100,000.00	$97,504.91	$98,289.49	$100,122.12	$100,000.00
2026-07-09	$97,993.70	$94,171.98	$91,084.19	$101,930.38	$98,306.32

Drawdown (% from running peak)

Show data table

Date	steady-sam	aggro-alex	momo-mia	value-vera	benchmark-bob
2026-06-29	0.00%	0.00%	0.00%	0.00%	0.00%
2026-06-30	0.00%	0.00%	0.00%	0.00%	0.00%
2026-07-01	-2.64%	-6.19%	-7.52%	-1.64%	-2.25%
2026-07-02	-3.76%	-11.27%	-12.82%	-5.64%	-5.55%
2026-07-06	-2.39%	-9.04%	-10.22%	-3.21%	-4.19%
2026-07-07	-0.99%	-5.81%	-5.54%	-2.32%	-2.74%
2026-07-08	-0.99%	-5.81%	-5.54%	-2.32%	-2.74%
2026-07-09	-2.98%	-9.03%	-12.46%	-0.55%	-4.38%

Scoreboard

Investor	Strategy	Equity	Net Ret %	vs BM (pp)	Max DD %	Vol %	Pos	Fills	Last Trade
value-vera	contrarian	$101,930.38	+1.93%	+3.62 pp	-5.64%	38.65%	8	10	2026-07-01
benchmark-bob	buy_hold	$98,306.32	-1.69%	+0.00 pp	-5.55%	36.21%	66	66	2026-06-30
steady-sam	signal_follower	$97,993.70	-2.01%	-0.31 pp	-3.76%	26.59%	9	9	2026-07-09
aggro-alex	signal_follower	$94,171.98	-5.83%	-4.13 pp	-11.27%	66.83%	7	11	2026-07-09
momo-mia	momentum	$91,084.19	-8.92%	-7.22 pp	-12.82%	88.34%	7	11	2026-07-02

Investor detail

steady-sam signal_follower · -2.01% net return

steady-sam trails leader value-vera by 3.94 pp (net return -2.01% vs +1.93%). Its largest position by unrealized P/L is MU at -$1,243 (-12.1%), 9.2% of equity. Its maximum drawdown was -3.76% on 2026-07-02.

Positions

Ticker	Shares	Avg Cost	Last Close	Unrealized $	Unrealized %	Weight %
CRDO	44	$252.49	$268.09	+$686	+6.2%	12.0%
MRAAY	375	$29.87	$30.04	+$64	+0.6%	11.5%
TXN	36	$310.00	$309.34	-$24	-0.2%	11.4%
NVDA	54	$204.46	$203.21	-$68	-0.6%	11.2%
TSM	25	$455.61	$438.79	-$420	-3.7%	11.2%
AMD	20	$537.33	$545.25	+$158	+1.5%	11.1%
AMAT	17	$627.30	$589.96	-$635	-6.0%	10.2%
MU	9	$1,144.73	$1,006.61	-$1,243	-12.1%	9.2%
ASML	5	$1,915.50	$1,810.47	-$525	-5.5%	9.2%

Last 10 fills

Date	Ticker	Action	Shares	Price	Amount	Reason
2026-07-09	TXN	buy	36	$310.00	$11,160.00	score=75 (buy_threshold=75)
2026-07-09	NVDA	buy	54	$204.46	$11,040.84	score=80 (buy_threshold=75)
2026-07-09	AMD	buy	20	$537.33	$10,746.60	score=80 (buy_threshold=75)
2026-07-09	AMAT	buy	17	$627.30	$10,664.18	score=80 (buy_threshold=75)
2026-07-09	MRAAY	buy	375	$29.87	$11,201.25	score=82 (buy_threshold=75)
2026-07-06	CRDO	buy	44	$252.49	$11,109.56	score=80 (buy_threshold=75)
2026-06-30	MU	buy	9	$1,144.73	$10,302.57	score=80 (buy_threshold=75)
2026-06-30	ASML	buy	5	$1,915.50	$9,577.50	score=80 (buy_threshold=75)
2026-06-30	TSM	buy	25	$455.61	$11,390.25	score=82 (buy_threshold=75)

aggro-alex signal_follower · -5.83% net return

aggro-alex trails leader value-vera by 7.76 pp (net return -5.83% vs +1.93%). Its largest position by unrealized P/L is MU at -$2,762 (-12.1%), 21.4% of equity. Its maximum drawdown was -11.27% on 2026-07-02.

Positions

Ticker	Shares	Avg Cost	Last Close	Unrealized $	Unrealized %	Weight %
TSM	51	$455.61	$438.79	-$858	-3.7%	23.8%
SNOW	82	$254.20	$266.23	+$987	+4.7%	23.2%
ASML	12	$1,915.50	$1,810.47	-$1,260	-5.5%	23.1%
MU	20	$1,144.73	$1,006.61	-$2,762	-12.1%	21.4%
CRDO	30	$249.40	$268.09	+$561	+7.5%	8.5%
ROHCY	1	$34.62	$34.46	-$0	-0.5%	0.0%
RNECY	1	$14.95	$15.13	+$0	+1.2%	0.0%

Last 10 fills

Date	Ticker	Action	Shares	Price	Amount	Reason
2026-07-09	RNECY	buy	1	$14.95	$14.95	score=68 (buy_threshold=58)
2026-07-09	ROHCY	buy	1	$34.62	$34.62	score=70 (buy_threshold=58)
2026-07-06	SNOW	buy	82	$254.20	$20,844.40	score=65 (buy_threshold=58)
2026-07-06	SMCI	sell	4	$27.50	$110.00	action=sell score=20 (sell_threshold=36)
2026-07-06	MRAAY	sell	661	$31.46	$20,795.06	action=sell score=30 (sell_threshold=36)
2026-07-01	SMCI	buy	4	$28.28	$113.12	score=58 (buy_threshold=58)
2026-06-30	CRDO	buy	30	$249.40	$7,482.00	score=70 (buy_threshold=58)
2026-06-30	MRAAY	buy	661	$35.23	$23,287.03	score=72 (buy_threshold=58)
2026-06-30	MU	buy	20	$1,144.73	$22,894.60	score=80 (buy_threshold=58)
2026-06-30	ASML	buy	12	$1,915.50	$22,986.00	score=80 (buy_threshold=58)

momo-mia momentum · -8.92% net return

momo-mia trails leader value-vera by 10.85 pp (net return -8.92% vs +1.93%). Its largest position by unrealized P/L is LRCX at -$2,202 (-15.6%), 13.1% of equity. Its maximum drawdown was -12.82% on 2026-07-02.

Positions

Ticker	Shares	Avg Cost	Last Close	Unrealized $	Unrealized %	Weight %
PANW	43	$327.55	$337.49	+$428	+3.0%	15.9%
CRDO	49	$260.02	$268.09	+$395	+3.1%	14.4%
ALAB	31	$458.13	$415.83	-$1,311	-9.2%	14.2%
ASML	7	$1,915.50	$1,810.47	-$735	-5.5%	13.9%
LRCX	34	$416.29	$351.53	-$2,202	-15.6%	13.1%
AMAT	20	$697.50	$589.96	-$2,151	-15.4%	13.0%
INTC	100	$128.92	$112.63	-$1,629	-12.6%	12.4%

Last 10 fills

Date	Ticker	Action	Shares	Price	Amount	Reason
2026-07-02	CRDO	buy	49	$260.02	$12,741.22	momentum rank 5 20d_return=13.1%
2026-07-02	INTC	buy	100	$128.92	$12,892.00	momentum rank 3 20d_return=17.7%
2026-07-02	MU	sell	12	$1,041.50	$12,498.00	rank 21 >= 14
2026-07-02	MRVL	sell	51	$269.50	$13,744.50	rank 25 >= 14
2026-06-30	ASML	buy	7	$1,915.50	$13,408.50	momentum rank 6 20d_return=16.8%
2026-06-30	PANW	buy	43	$327.55	$14,084.65	momentum rank 5 20d_return=17.9%
2026-06-30	MU	buy	12	$1,144.73	$13,736.76	momentum rank 4 20d_return=17.9%
2026-06-30	LRCX	buy	34	$416.29	$14,153.86	momentum rank 3 20d_return=29.1%
2026-06-30	ALAB	buy	31	$458.13	$14,202.03	momentum rank 2 20d_return=33.0%
2026-06-30	MRVL	buy	51	$278.75	$14,216.25	momentum rank 1 20d_return=35.5%

value-vera contrarian · +1.93% net return

value-vera leads all investors with a net return of +1.93%. Its largest position by unrealized P/L is HPE at +$1,344 (+10.6%), 13.8% of equity. Its maximum drawdown was -5.64% on 2026-07-02.

Positions

Ticker	Shares	Avg Cost	Last Close	Unrealized $	Unrealized %	Weight %
HPE	286	$44.43	$49.13	+$1,344	+10.6%	13.8%
TXN	43	$286.23	$309.34	+$994	+8.1%	13.0%
CLS	36	$345.34	$356.87	+$415	+3.3%	12.6%
UMAC	598	$20.90	$21.12	+$135	+1.1%	12.4%
SMCI	439	$28.42	$28.65	+$99	+0.8%	12.3%
ADI	31	$392.92	$393.98	+$33	+0.3%	12.0%
ORCL	84	$147.25	$144.16	-$260	-2.1%	11.9%
ONDS	1,475	$8.47	$7.82	-$951	-7.6%	11.3%

Last 10 fills

Date	Ticker	Action	Shares	Price	Amount	Reason
2026-07-01	HPE	buy	286	$44.43	$12,706.98	pe=100.2
2026-07-01	HPE	sell	284	$44.43	$12,618.12	return_since_entry=11.7% sessions_held=1
2026-06-30	HPE	buy	284	$44.00	$12,496.00	pe=98.7
2026-06-30	CLS	buy	36	$345.34	$12,432.24	pe=185.5
2026-06-30	ONDS	buy	1,475	$8.47	$12,493.25	pe=13.8
2026-06-30	ADI	buy	31	$392.92	$12,180.52	pe=162.6
2026-06-30	TXN	buy	43	$286.23	$12,307.89	pe=168.0
2026-06-30	UMAC	buy	598	$20.90	$12,498.20	pe=87.4
2026-06-30	ORCL	buy	84	$147.25	$12,369.00	pe=100.5
2026-06-30	SMCI	buy	439	$28.42	$12,476.38	pe=34.8

benchmark-bob buy_hold · -1.69% net return

benchmark-bob trails leader value-vera by 3.62 pp (net return -1.69% vs +1.93%). Its largest position by unrealized P/L is VICR at -$342 (-23.3%), 1.1% of equity. Its maximum drawdown was -5.55% on 2026-07-02.

Positions

Ticker	Shares	Avg Cost	Last Close	Unrealized $	Unrealized %	Weight %
ANET	9	$164.11	$184.68	+$185	+12.5%	1.7%
NET	6	$240.00	$273.48	+$201	+13.9%	1.7%
NOW	15	$97.31	$108.46	+$167	+11.5%	1.7%
ZS	11	$135.13	$147.55	+$137	+9.2%	1.7%
HPE	33	$44.00	$49.13	+$169	+11.7%	1.6%
DDOG	6	$246.50	$268.26	+$131	+8.8%	1.6%
ON	16	$88.77	$99.44	+$171	+12.0%	1.6%
ROHCY	46	$31.89	$34.46	+$118	+8.1%	1.6%
AAPL	5	$281.17	$314.64	+$167	+11.9%	1.6%
TXN	5	$286.23	$309.34	+$116	+8.1%	1.6%
PLTR	12	$114.95	$128.74	+$166	+12.0%	1.6%
MSFT	4	$371.03	$381.62	+$42	+2.9%	1.6%
RNECY	100	$14.90	$15.13	+$23	+1.5%	1.5%
UMAC	71	$20.90	$21.12	+$16	+1.1%	1.5%
SMCI	52	$28.42	$28.65	+$12	+0.8%	1.5%
IBM	5	$273.21	$294.68	+$107	+7.9%	1.5%
AMZN	6	$237.35	$244.44	+$43	+3.0%	1.5%
CRM	9	$155.09	$161.98	+$62	+4.4%	1.5%
ORCL	10	$147.25	$144.16	-$31	-2.1%	1.5%
STM	20	$74.48	$71.88	-$52	-3.5%	1.5%
MDB	4	$334.25	$358.61	+$97	+7.3%	1.5%
CLS	4	$345.34	$356.87	+$46	+3.3%	1.5%
GOOGL	4	$353.87	$356.83	+$12	+0.8%	1.5%
NVDA	7	$197.24	$203.21	+$42	+3.0%	1.4%
CIEN	3	$478.93	$464.41	-$44	-3.0%	1.4%
RMBS	12	$123.27	$115.56	-$93	-6.3%	1.4%
MPWR	1	$1,325.91	$1,380.31	+$54	+4.1%	1.4%
ONDS	176	$8.47	$7.82	-$114	-7.6%	1.4%
SPCX	9	$163.38	$152.79	-$95	-6.5%	1.4%
DELL	3	$410.64	$453.90	+$130	+10.5%	1.4%
INTU	5	$263.47	$271.90	+$42	+3.2%	1.4%
CRWV	15	$95.18	$90.45	-$71	-5.0%	1.4%
PANW	4	$327.55	$337.49	+$40	+3.0%	1.4%
ASTS	18	$81.92	$74.95	-$125	-8.5%	1.4%
IFNNY	16	$92.81	$84.21	-$138	-9.3%	1.4%
CRDO	5	$249.40	$268.09	+$93	+7.5%	1.4%
SPCE	507	$2.94	$2.63	-$155	-10.4%	1.4%
KN	36	$41.19	$37.02	-$150	-10.1%	1.4%
SNOW	5	$249.80	$266.23	+$82	+6.6%	1.4%
ARM	4	$349.77	$331.30	-$74	-5.3%	1.3%
PL	48	$30.49	$27.53	-$142	-9.7%	1.3%
SNPS	3	$441.99	$439.82	-$7	-0.5%	1.3%
TSM	3	$455.61	$438.79	-$50	-3.7%	1.3%
VRT	4	$310.00	$327.20	+$69	+5.5%	1.3%
VSH	29	$51.42	$44.72	-$194	-13.0%	1.3%
RCAT	138	$10.77	$9.34	-$197	-13.3%	1.3%
RKLB	15	$97.20	$84.26	-$194	-13.3%	1.3%
MRAAY	42	$35.23	$30.04	-$218	-14.7%	1.3%
WOLF	33	$44.99	$38.23	-$223	-15.0%	1.3%
ALAB	3	$458.13	$415.83	-$127	-9.2%	1.3%
INTC	11	$131.99	$112.63	-$213	-14.7%	1.3%
META	2	$560.94	$617.72	+$114	+10.1%	1.3%
SMTC	9	$156.24	$137.19	-$171	-12.2%	1.3%
MRVL	5	$278.75	$245.02	-$169	-12.1%	1.2%
TSLA	3	$406.00	$407.59	+$5	+0.4%	1.2%
NVTS	85	$17.50	$14.28	-$273	-18.4%	1.2%
AVGO	3	$374.79	$403.58	+$86	+7.7%	1.2%
AVAV	8	$176.50	$149.90	-$213	-15.1%	1.2%
ADI	3	$392.92	$393.98	+$3	+0.3%	1.2%
AMAT	2	$697.50	$589.96	-$215	-15.4%	1.2%
VICR	4	$366.79	$281.18	-$342	-23.3%	1.1%
AMD	2	$545.57	$545.25	-$1	-0.1%	1.1%
LRCX	3	$416.29	$351.53	-$194	-15.6%	1.1%
MU	1	$1,144.73	$1,006.61	-$138	-12.1%	1.0%
COHR	3	$388.43	$330.51	-$174	-14.9%	1.0%
LITE	1	$844.03	$799.01	-$45	-5.3%	0.8%

Last 10 fills

Date	Ticker	Action	Shares	Price	Amount	Reason
2026-06-30	ZS	buy	11	$135.13	$1,486.43	initial equal-weight buy-and-hold
2026-06-30	WOLF	buy	33	$44.99	$1,484.67	initial equal-weight buy-and-hold
2026-06-30	VSH	buy	29	$51.42	$1,491.18	initial equal-weight buy-and-hold
2026-06-30	VRT	buy	4	$310.00	$1,240.00	initial equal-weight buy-and-hold
2026-06-30	VICR	buy	4	$366.79	$1,467.16	initial equal-weight buy-and-hold
2026-06-30	UMAC	buy	71	$20.90	$1,483.90	initial equal-weight buy-and-hold
2026-06-30	TXN	buy	5	$286.23	$1,431.15	initial equal-weight buy-and-hold
2026-06-30	TSM	buy	3	$455.61	$1,366.83	initial equal-weight buy-and-hold
2026-06-30	TSLA	buy	3	$406.00	$1,218.00	initial equal-weight buy-and-hold
2026-06-30	STM	buy	20	$74.48	$1,489.60	initial equal-weight buy-and-hold

Integrity log

Date	Reason
2026-07-07	manifest missing for 2026-07-07
2026-07-08	manifest missing for 2026-07-08
2026-07-09	generated_at 2026-07-09T08:23:24.930605+00:00 is before 2026-07-09T20:00:00+00:00 (likely stale prior-session tape); 61/69 companies degraded (> 50%)