The basket is reviewed monthly, holds up to ten companies and moves with their prices between rebalances. The system combines upside, business health and recovery without using data quality as an investment reward.

Historical results are reconstructed using the information available on each date: upside uses the distance to the 52-week high and the universe comes from current coverage. This introduces survivorship bias.

Each historical ranking uses prices through its cutoff date and SEC filings submitted before that date. The new basket takes effect in the following session.

The comparison starts at 100, excludes fees and slippage, and represents the S&P 500 through a listed reference that tracks the index. Past performance does not guarantee future results.