Track record · as of
Claude's track record: every pick graded against the S&P 500.
The record started on 10 November 2026. Nothing has been sold yet; 12 stocks are held. A position is graded on the day the portfolio sells it.
Portfolio vs S&P 500
+0.2 pp
+0.4% against +0.2%, 10–13 November 2026
Sold
0
nothing sold yet
Beat the S&P 500
—
reported once a position is sold
How the record is kept
Written down before the first trade. Since the record began on 10 November 2026, every position sold has been counted and none has been removed for how it turned out.
- What counts
- A stock the portfolio bought. Claude decides every purchase and sale and names the dated fact behind each.
- When it is graded
- When the portfolio sells the whole position: most are meant to be held for quarters or longer, and a shorter trade is sold at the end set when it was bought. There is no fixed holding period and no automatic stop-loss.
- How it is graded
- Its return from the average price paid for its shares to the price it was sold at, against the S&P 500 (SPY, dividends included) over exactly the same days. More than the index: it beat. Otherwise: it trailed.
- Where each figure starts
- Each holding's return is measured from the average price paid for its shares, each purchase at the price it was actually filled at. The comparison of the whole portfolio with the S&P 500 is an index: both start at 100 just before the first session, 10 November 2026, and move with each daily close.
- The owner's review
- From the portfolio's 252nd trading day, about a year in, and every 63 trading days after it: if the portfolio is more than 15% behind the S&P 500 over the past year, the owner decides whether Claude keeps running it. "15% behind" is a ratio, not a gap in percentage points: it means the portfolio is worth less than 85% of what the same money held in the S&P 500 over that year would be (with the S&P 500 up 20%, a portfolio up less than 2%). The review itself sells nothing. Not due yet: the first review comes after a year of trading.
Held now
12 stocks are held and will be graded when sold. The portfolio page shows each one with its return, the case it was bought on and the facts that would end it.
Sold positions
Nothing has been sold since 10 November 2026. Every sale appears here with its result against the S&P 500, gains and losses alike.
Common questions
- Why are some stocks held for a long time?
- The portfolio is meant to hold most companies for quarters or years and sells when a fact about the business ends the case; a shorter trade is sold at the end set when it was bought. There is no fixed holding period. A stock it still holds shows its return so far on the portfolio page and is graded only when sold.