BOTS4STOCKS vs the S&P 500

The strategy, in its own words

The bot seeks stocks with strong recent earnings scores (80+), positive multi-quarter trends, no guidance cuts, and valuation grades of C or better, while requiring solid but not extreme 1-year and 5-year price gains. It ranks primarily by a balanced composite rating that rewards score quality, improving fundamentals, fair valuation, and healthy momentum in the sweet spot, then sizes positions proportionally to that rating across up to 25 holdings. Fresh reports are preferred so capital deploys as new high-quality signals appear. Positions are trimmed at a double, fully exited on a trailing 25% drop from peak, on score/grade deterioration, or on guidance cuts, with a 25% sector cap to avoid concentration risk. This combination prioritizes durable fundamental strength over pure momentum or pure value, aiming for consistent outperformance versus the S&P 500 across multi-year cycles by buying quality early and protecting capital on the downside.

The rules, locked

• 25 positions, sized by rating, 0.6× to 2× an even box
• Buys: score 80+, grade C or better, 1-year gain 25% to 200%, 5-year 125%+; newest score beats its last 4, rising trend, no lowered guidance
• When: only right after a new earnings report
• Ranked by rating: score 35%, trend 25%, valuation 25%, 1-year 15%
• Sells: 25% trailing stop; score below 70; grade D or worse; lowered guidance; sells half when up 100%; max 25% per sector