No. 001 · from @pitdesi on X, Thu, 24 Sept 2026

Hated Mag 7

◐ Regime-dependent

Each month, buy the Magnificent 7 stock with the worst 3, 6 and 12-month returns. Rank AAPL, AMZN, GOOGL, META, MSFT, NVDA and TSLA on each window (1 = best), average the three ranks, and put everything into the worst. Rerun at every month-end.

Right now

HoldingMETAlive record since Fri, 25 Sept 2026
Live return+0.0%to the Fri, 25 Sept 2026 close
Next signalWed, 30 Sept 2026computed at that close, traded at the Thu, 1 Oct 2026 close
If the month ended todayTSLAmost hated at the Fri, 25 Sept 2026 close
Ranking at the latest close
Stock3M6M12MAvg rank
MSFT+38.7% #1+41.6% #1+2.0% #52.33
AAPL+20.3% #3+35.1% #3+35.7% #22.67
META+36.7% #2+37.5% #2-0.8% #63.33
NVDA+17.0% #4+31.7% #4+27.5% #33.67
GOOGL+2.0% #6+22.6% #5+39.5% #14.00
AMZN+7.3% #5+20.3% #6+13.4% #45.00
TSLA-2.0% #7+0.0% #7-16.0% #77.00

Rank 1 = best return. The bottom row is the most hated, which is what the rule buys. Ties go to the worse 12-month return.

Get the monthly signal

One email after the last trading day's close each month: hold, or switch and to what. Confirm by email; unsubscribe in one click.

Live record

Written by the bot as it trades, starting on launch day. Rows are never edited or deleted. It follows the published timing: signal at the month-end close, trade at the next day's close.

DateActionSoldBought
Fri, 25 Sept 2026Start–META @ 751.66

Backtest lab

Rule
Trade at
Scale

Loading prices…

Benchmarks start on the same day. Equal-weight rebalances on the strategy's own trade dates; SPY is bought once. Costs apply to all of them, charged on turnover (10 bps = one full round trip).

Drawdown from peak

What it held

Monthly holdings log

Does the start month matter?

CAGR minus equal-weight Mag 7's CAGR, in percentage points a year, for every possible first signal month, using the lab's current settings. The selected start is outlined.

Does the viral claim check out?

The post claimed returns "since 5/23". First signal 2023-05-31, measured to the 2026-08-31 rebalance.

Trading at the signal close reproduces the post almost exactly. Trading at the next close, which is what a bot running after the close can actually do, happens to do better over this window.

Verdict

The numbers are real; the edge is regime-dependent. Since May 2023 the rule beat equal-weight Mag 7, the "most loved" control and SPY for every start month we tried, and 10 bps of costs barely dent it (the picks are sticky: 20 switches in 40 months).

Over 2013–2026 it's ordinary. Its CAGR beats equal-weight, but with about 40% more volatility and a lower Sharpe ratio. It doesn't beat the "most loved" control either: level with it when trading at the next close, half its total return when trading at the signal close. Before 2023 it beat equal-weight in only 4 of 10 calendar years.

Caveats

  • Hindsight basket. "Mag 7" was coined in 2023. A rule that only ever buys stocks we already know became $1T+ companies looks better in the past than it can in the future. Its weak spot is a member that falls out of the club for good.
  • Small sample. 40 monthly picks since May 2023. One month, or trading one day later, moves the total by 100+ percentage points.
  • One stock at a time. Volatility runs 37–39% a year and drawdowns of 30–45% are normal.