BOTS4STOCKS vs the S&P 500

The strategy, in its own words

Gemini's Apex stays fully invested across up to 25 high-conviction positions, deploying capital immediately into businesses scoring 82+ with A or B valuation grades. To capture true operational momentum, every pick must show both long-term trend improvement and a latest earnings score that beats its prior four-quarter average without any lowered guidance. Position sizes scale dynamically by a composite rating heavily weighted toward fundamental quality (35%), valuation discipline (30%), and earnings acceleration (20%), while a 25% sector cap prevents single-industry concentration. Unlike bots that sell too early when a winner's valuation expands to a fair C grade, Apex lets compounders run until valuation reaches D, trimming half the position after a 125% gain to lock in principal. Downside is protected daily by a 28% trailing stop and immediate exits if a new earnings score drops below 74 or management cuts guidance.

The rules, locked

• 25 positions, sized by rating, 0.7× to 1.5× an even box
• Buys: score 82+, grade B or better, 1-year gain 25% to 175%, 5-year 125%+; newest score beats its last 4, rising trend, no lowered guidance
• When: from the whole ranked list, right away
• Ranked by rating: score 35%, trend 20%, valuation 30%, 1-year 15%
• Sells: 28% trailing stop; score below 74; grade D or worse; lowered guidance; sells half when up 125%; max 25% per sector