Params / metadata
| date | 2026-09-30 |
| ivMult | 1 |
| since | 2016-01-01T00:00:00.000Z |
| bucket | a. falling (<0%/yr) |
| n | 6 |
| wheelAnn | 2.3708 |
| bhAnn | -3.5192 |
| dd | 62.6302 |
| names | MARA, SOFI, COIN, PFE, T, VZ |
| bucket | b. flat-ish (0–10%/yr) |
| n | 12 |
| wheelAnn | 4.7969 |
| bhAnn | 5.4071 |
| dd | 43.9211 |
| names | DIS, XOM, HDB, KO, PEP, JNJ, PG, HD, WFC, F, CVX, IBM |
| bucket | c. rising (10–25%/yr) |
| n | 21 |
| wheelAnn | 9.4331 |
| bhAnn | 16.4061 |
| dd | 52.1434 |
| names | NFLX, MSFT, AMZN, META, GOOGL, CRM, ORCL, QCOM, INTC, HOOD, JPM, UNH, WMT, COST, V, MA, BAC, C, CSCO, GM, ABBV |
| bucket | d. strong (≥25%/yr) |
| n | 11 |
| wheelAnn | 17.8636 |
| bhAnn | 46.1939 |
| dd | 90.3362 |
| names | SMCI, AAPL, NVDA, TSLA, AVGO, AMD, MU, ANET, PLTR, SHOP, APP |