Author

@Paul_Schatz Paul_Schatz

Transparent named PM trading ETFs by model and breadth internals

A named portfolio manager who runs a tactical, model-driven

trader score
-0.32
hit rate
60%
mean α
-0.27%
signals 14d
61

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 60% hit rate, -0.27% mean alpha, trader score -0.32. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 30 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28EEV@Paul_Schatz+0.80Added to EEV and sold XLI, QLD, EWY and EWT. — Explicitly discloses adding EEV and selling four ETF positions.·
2026-08-28QLD@Paul_Schatz-0.70Added to EEV and sold XLI, QLD, EWY and EWT. — Explicitly discloses adding EEV and selling four ETF positions.
2026-08-28XLI@Paul_Schatz-0.70Added to EEV and sold XLI, QLD, EWY and EWT. — Explicitly discloses adding EEV and selling four ETF positions.
2026-08-28EWY@Paul_Schatz-0.70Added to EEV and sold XLI, QLD, EWY and EWT. — Explicitly discloses adding EEV and selling four ETF positions.
2026-08-28EWT@Paul_Schatz-0.70Added to EEV and sold XLI, QLD, EWY and EWT. — Explicitly discloses adding EEV and selling four ETF positions.
2026-08-28NVDA@Paul_Schatz+0.60Praises NVDA for trapping bears while warning Warsh may be unfriendly to markets.
2026-08-26BUG@Paul_Schatz+0.70Discloses purchases of XOP and BUG and a partial sale of XLU+7.4%
2026-08-26XLU@Paul_Schatz-0.60Discloses purchases of XOP and BUG and a partial sale of XLU-1.8%
2026-08-26XOP@Paul_Schatz+0.70Discloses purchases of XOP and BUG and a partial sale of XLU+0.8%
2026-08-26NVDA@Paul_Schatz+0.55Would add NVDA on a large post-earnings gap down; expects VIX to spike into the 20s — States conditional forward buying intent and a desired volatility spike+3.8%
2026-08-26VIX@Paul_Schatz+0.35Would add NVDA on a large post-earnings gap down; expects VIX to spike into the 20s — States conditional forward buying intent and a desired volatility spike·
2026-08-26NVDA@Paul_Schatz+0.00Frames a Q3 pullback followed by a strong rally into 2027 while discussing NVDA+3.8%
2026-08-25EMB@Paul_Schatz+0.75Bought EMB and is long here. — Explicitly reports a current purchase of EMB.·
2026-08-24PCY@Paul_Schatz+0.70Bought FAUG and PCY and added more DLR and XBI. — Explicitly reports new purchases of FAUG and PCY and additions to DLR and XBI.·
2026-08-24FAUG@Paul_Schatz+0.70Bought FAUG and PCY and added more DLR and XBI. — Explicitly reports new purchases of FAUG and PCY and additions to DLR and XBI.·

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.