Collective2 · investment strategy
by Collective2
Core - Buy & Hold + swing trading, NOT market timing. New positions get added or liquidated daily/weekly. Positions get resized based on profit taking, risk management etc. If you are looking for daily gain or gain every month, this strategy may not be for you.
Description from Collective2
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“The model includes companies mostly in $100 million to $5B mkt cap.”
No published holdings for this strategy.
Fitted to 252 returns (hypothetical) from 2025-10-24 to 2026-10-13. An estimate, not holdings: it can't name stocks.
· : 0.66 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 2.32 (90%: 2.13 to 2.60)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Fundamental research label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
3 missing
The text the rules are quoted from, with where it came from.
Fundamental research in top sectors. Positions will be reduced and/or exited based on multiple parameters to protect gains and minimize losses. The model includes companies mostly in $100 million to $5B mkt cap. From time to time, there may be a couple of OTC stocks. Not many, only a few/couple. These are not necessarily penny stocks. These are mostly great international companies with sufficient liquidity - just that these trade OTC in US. (They do trade on their country's main exchanges). IF SUBSCRIBING, follow all holdings. Most gains may come from current holdings. The model does not guarantee positive results every month but does aim to provide high double digit returns. Disclosure: For information purposes only. None of the holdings or transactions should be construed as investment advice directly or indirectly. Consult a financial professional and/or Do your own research. Source: https://www.SmartMarketSignals.com https://www.AccurateTradeSignals.com https://HedgedEquity.ai
Core - Buy & Hold + swing trading, NOT market timing. New positions get added or liquidated daily/weekly. Positions get resized based on profit taking, risk management etc. If you are looking for daily gain or gain every month, this strategy may not be for you.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | stocks | ||
| Leaderboard views (Collective2) | ira_account, popular |
| Subscription price per month | $59 | ||
| Suggested minimum capital | $15k |
| Strategy age | 862 |
| Alpha vs S&P 500, strategy life (hypothetical model account) | 0.06 | 2026-10-20 | |
| Beta vs S&P 500, strategy life (hypothetical model account) | 0.85 | 2026-10-20 | |
| Correlation to S&P 500, strategy life (hypothetical model account) | 0.43 | 2026-10-20 |
| Annual return compounded, strategy life (hypothetical model account) | 42.90% | ||
| Annualized return since inception (Lighthorse, daily, hypothetical) | 44.07% | 2026-10-13 | |
| Monthly returns (hypothetical model account) | show{
"2024-Aug": 0.00021,
"2024-Dec": 0.09199,
"2024-Jul": 0.02508,
"2024-Jun": 0.00344,
"2024-Nov": -0.00316,
"2024-Oct": 0.028290000000000003,
"2024-Sep": 0.0158,
"2024-YTD": 0.16978000000000001,
"2025-Apr": 0.03801,
"2025-Aug": 0.02036,
"2025-Dec": 0.05364,
"2025-Feb": -0.10266,
"2025-Jan": 0.00067,
"2025-Jul": 0.19044,
"2025-Jun": 0.24466000000000002,
"2025-Mar": -0.11335,
"2025-May": 0.09521,
"2025-Nov": -0.17235,
"2025-Oct": 0.14487,
"2025-Sep": 0.11666,
"2025-YTD": 0.5255299999999999,
"2026-Apr": 0.30651,
"2026-Aug": 0.04287,
"2026-Feb": -0.06409,
"2026-Jan": 0.15041000000000002,
"2026-Jul": -0.18631,
"2026-Jun": -0.047270000000000006,
"2026-Mar": -0.04537,
"2026-May": 0.25062,
"2026-Oct": -0.114,
"2026-Sep": 0.0067,
"2026-YTD": 0.21100000000000002
} | 2026-10-20 | |
| Return, 1 month (hypothetical model account) | 0.53% | ||
| Return, 3 months (hypothetical model account) | 5.72% | ||
| Return, 6 months (hypothetical model account) | 9.70% | ||
| Return, last 365 days (Lighthorse, daily, hypothetical) | 10.73% | 2026-10-13 |
| Maximum drawdown since inception (Lighthorse, daily, hypothetical) | -31.83% | 2026-10-13 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, hypothetical) | -31.70% | 2026-10-13 | |
| Maximum drawdown, strategy life (hypothetical model account) | -34.80% | ||
| Sharpe ratio since inception (Lighthorse, daily, hypothetical) | 1.02 | 2026-10-13 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, hypothetical) | 0.36 | 2026-10-13 | |
| Sharpe ratio, strategy life (hypothetical model account) | 1.06 | ||
| Sortino ratio, last 365 days (Lighthorse, daily, hypothetical) | 0.51 | 2026-10-13 | |
| Sortino ratio, strategy life (hypothetical model account) | 1.49 | 2026-10-20 | |
| Volatility since inception (Lighthorse, daily, hypothetical) | 37.31% | 2026-10-13 | |
| Volatility, last 365 days (Lighthorse, daily, hypothetical) | 43.84% | 2026-10-13 |
| Heart Attack Index (Collective2) | 18 |
| Average leverage | 0.74 | ||
| Average position time | 196,243 | ||
| Maximum daily leverage | 1.41 | 2026-10-20 | |
| Number of trades | 336 | 2026-10-20 | |
| Percent of trades profitable | 57.23% | ||
| Profit factor | 2.77 | ||
| Win:loss ratio | 2.77 |
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