Author

@PortfolioBoss PortfolioBoss

Systematic trend-follower selling a quant strategy product with falsifiable, ticker'd calls

Posts rule-based momentum/trend-following buy and sell signa

trader score
-0.24
hit rate
50%
mean α
-0.11%
signals 14d
21

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: 50% hit rate, -0.11% mean alpha, trader score -0.24. Their last-14d mentions, direction-adjusted, have moved -6.5% since posting (mean over 14 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02ASML@PortfolioBoss+0.10Taking profits on CAT ASML MU AMAT INTC — States taking profits on listed names after strategy worked this year.
2026-07-02CAT@PortfolioBoss+0.10Taking profits on CAT ASML MU AMAT INTC — States taking profits on listed names after strategy worked this year.
2026-07-02MU@PortfolioBoss+0.10Taking profits on CAT ASML MU AMAT INTC — States taking profits on listed names after strategy worked this year.
2026-07-02AMAT@PortfolioBoss+0.10Taking profits on CAT ASML MU AMAT INTC — States taking profits on listed names after strategy worked this year.
2026-07-02INTC@PortfolioBoss+0.10Taking profits on CAT ASML MU AMAT INTC — States taking profits on listed names after strategy worked this year.
2026-07-02SMH@PortfolioBoss-0.70Says the trend in semiconductors is over after a strong run.
2026-07-01MU@PortfolioBoss+0.45Says the semiconductor trend remains up, with MU and SMH named.-5.5%
2026-07-01SMH@PortfolioBoss+0.40Says the semiconductor trend remains up, with MU and SMH named.-4.5%
2026-06-30GBTC@PortfolioBoss-0.25Says no Bitcoin/GBTC trades since March and waiting for volume.+4.7%
2026-06-30BITO@PortfolioBoss-0.45Skeptical take that Bitcoin ETFs make retail exit liquidity.·
2026-06-30IBIT@PortfolioBoss-0.45Skeptical take that Bitcoin ETFs make retail exit liquidity.+4.7%
2026-06-30MSTR@PortfolioBoss-0.80Calls MSTR and STRC cooked and urges taking mean reversion gift and running.+15.9%
2026-06-30STRC@PortfolioBoss-0.80Calls MSTR and STRC cooked and urges taking mean reversion gift and running.+3.5%
2026-06-29PLTR@PortfolioBoss-0.65Says PLTR trend is over after fakeout and drop through Fibonacci zone.+11.8%
2026-06-26LLY@PortfolioBoss+0.60LLY still on a buy — Author says LLY is still on a buy signal.+0.5%

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.