Try “bubble”, “credit card”, “freedom”, or “AI”.
Track record
Our real money, in public — year to date and every year since 2023, against the market.
A, B and C are our own accounts — the three we share performance on. Real money, not model portfolios.
Year-to-date return of each of our accounts against the major indexes.
Account A against the S&P, Nasdaq and Dow, beating all three in 4 of 4 years.
| 2026 year to date | Return |
|---|---|
| Account A | +30.3% |
| Account B | +36.4% |
| Account C | +15.1% |
| S&P | +13.4% |
| Nasdaq | +15.1% |
| Dow | +9.8% |
| Year | Account A | S&P | Nasdaq | Dow |
|---|---|---|---|---|
| 2023 | +81.8% | +24.2% | +43.4% | +13.0% |
| 2024 | +44.0% | +23.3% | +28.6% | +12.9% |
| 2025 | +41.3% | +16.4% | +20.4% | +13.7% |
| 2026 (YTD) | +30.3% | +13.1% | +14.9% | +9.2% |
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