10% Owner Accumulation strategy backtest
How the 10% Owner Accumulation strategy works
Follow 10%+ shareholders adding positions (major exchanges only) Backtested since 2020, the strategy returned +155.7% in total (+14.8% a year) across 11,375 trades with a 47% win rate. It beat the S&P 500 in 4 of 7 calendar years.
Trades enter at the first close on or after the filing became public, never before. Positions are held about 30 days. Results include a 0.30% round-trip trading cost.
Other backtested strategies
Backtested results are hypothetical and do not guarantee future returns.