Track record
How has the model actually done?
Test the model's picks against real stock returns — including the losing quarters
⚠ Important limitations: This backtest has look-ahead bias — it assumes you knew investor holdings on the quarter-end date, but 13F filings aren't actually published until up to 135 days later. It also has survivorship bias: the tracked investors were selected because they're already famous winners — a list picked with hindsight will look better than one picked in advance. Transaction costs, taxes, and slippage are not modelled. Past results do not predict future performance. This is an educational tool, not investment advice.
Configure backtest
Fetching historical filings & stock prices…
First run for a quarter may take 30-60 seconds. Results are cached after.
Stock-by-stock returns
Model vs S&P 500
Stock-by-Stock Breakdown
| # | Company | Ticker | Sector | Conviction | Buy price | Exit price | Return |
|---|
⚠ Disclaimer: This backtest is purely hypothetical. No real trades were or are being made. Adrian Bogen is not a financial advisor. Past model performance does not predict future results.
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