STOCK BOTS vs S&P 500

UPDATED OCT 16, 10:31 PM PT
#5 of 7

Ladder Bot Trader

Ranked boxes, each a fixed %; rebalanced every quarter

−4.05%−$2,026 · now $47,974
VS S&P 500−2.1% −$1,046 vs the same money in the S&P
S&P SAME DAYS−2.0%
POSITIONS80
DAYS IN RACE7

Next quarterly review: Nov 15, 2026

Ladder Bot Trader vs S&P 500

Started with $50,000. The dashed line is the same money in the S&P 500.

Simulated results: no real trades, commissions, taxes or slippage, and every trade gets that day's exact closing price. Past or simulated performance does not predict future results. Disclaimer

How it trades

Fixed rules. Nobody steps in by hand.

Buys
Ranks every stock that passes (newest earnings score 80 or higher, valuation grade B or better, up 25%+ over 1 year and 125%+ over 5 years) into 80 boxes, best first. Box 1 always holds 2.00% of the portfolio, each next box a little less, down to 0.50% for box 80.
Reviews
Every quarter, after earnings season (first market day on or after Feb 15, May 15, Aug 15 and Nov 15): re-ranks, sells what dropped out, trims what grew above its box and tops up the rest. Between reviews it just holds.
Sells
Only at reviews: anything that drops out of the boxes or stops passing the rules.
Prices
Every buy and sell happens at that day's closing price.

Where the scores and grades come from: how it works.

Scorecard

Sales count as won when they made money.

WIN RATE–
TRADES80 buys, 0 sales
BEST SALE–
WORST SALE–
AVG DAYS HELD–
TOP HOLDING NOWHALO +10.3%
CASH$0 (0%)
WORST DROP−4.3%

Money by sector

  • Technology 26%
  • Financial Services 24%
  • Energy 24%
  • Basic Materials 11%
  • Industrials 6.8%
  • Healthcare 5.7%
  • Communication Services 1.2%
  • Consumer Defensive 1.2%
  • Consumer Cyclical 0.6%

Holdings

Tap a ticker for its page on Yahoo Finance.

BoxStockSectorBoughtBuy priceNowGainGain $ValueShareHook
1JBLTechnologyOct 9, 2026$306.28$278.30−9.1%−$91$9091.9%–
2STTFinancial ServicesOct 9, 2026$174.96$165.72−5.3%−$52$9382.0%–
3TNKEnergyOct 9, 2026$106.14$96.81−8.8%−$86$8951.9%–
4AMGFinancial ServicesOct 9, 2026$387.26$383.93−0.9%−$8$9632.0%–
5INDVHealthcareOct 9, 2026$35.83$32.45−9.4%−$91$8711.8%–
6STNGEnergyOct 9, 2026$85.14$81.45−4.3%−$41$9111.9%–
7EZPWFinancial ServicesOct 9, 2026$31.96$33.01+3.3%+$31$9742.0%–
8ADITechnologyOct 9, 2026$406.19$395.33−2.7%−$25$9091.9%–
9LLYHealthcareOct 9, 2026$1,179.27$1,257.32+6.6%+$61$9852.1%–
10AVTTechnologyOct 9, 2026$99.36$89.99−9.4%−$86$8281.7%–
11STRLIndustrialsOct 9, 2026$513.00$424.85−17.2%−$156$7501.6%–
12NVDATechnologyOct 9, 2026$229.28$214.13−6.6%−$59$8361.7%–
13CLSTechnologyOct 9, 2026$362.16$303.66−16.2%−$143$7431.5%–
14KEYSTechnologyOct 9, 2026$382.75$331.28−13.4%−$118$7591.6%–
15ARISBasic MaterialsOct 9, 2026$17.33$17.45+0.7%+$6$8731.8%–
16IAGBasic MaterialsOct 9, 2026$18.80$18.08−3.8%−$33$8251.7%–
17UVEFinancial ServicesOct 9, 2026$45.85$47.11+2.7%+$23$8711.8%–
18CSCOTechnologyOct 9, 2026$118.39$107.38−9.3%−$78$7611.6%–
19MUTechnologyOct 9, 2026$1,029.00$878.67−14.6%−$121$7081.5%–
20APHTechnologyOct 9, 2026$87.24$79.36−9.0%−$74$7461.6%–
21HALOHealthcareOct 9, 2026$110.42$121.83+10.3%+$84$8941.9%–
22PBREnergyOct 9, 2026$25.30$26.01+2.8%+$22$8231.7%–
23NVECTechnologyOct 9, 2026$113.82$99.13−12.9%−$102$6891.4%–
24ATROIndustrialsOct 9, 2026$64.22$61.47−4.3%−$33$7481.6%–
25CVXEnergyOct 9, 2026$211.98$224.98+6.1%+$47$8201.7%–
26DHTEnergyOct 9, 2026$24.64$23.59−4.3%−$32$7301.5%–
27PARREnergyOct 9, 2026$81.89$83.46+1.9%+$14$7681.6%–
28NTAPTechnologyOct 9, 2026$237.15$203.73−14.1%−$105$6391.3%–
29FCFSFinancial ServicesOct 9, 2026$213.70$215.22+0.7%+$5$7391.5%–
30TSMTechnologyOct 9, 2026$453.31$412.51−9.0%−$65$6591.4%–
31SNXTechnologyOct 9, 2026$273.37$246.72−9.7%−$70$6451.3%–
32ENVAFinancial ServicesOct 9, 2026$178.07$178.010.0%$0$7051.5%–
33PSXEnergyOct 9, 2026$278.18$293.16+5.4%+$37$7341.5%–
34ITRNTechnologyOct 9, 2026$52.22$49.59−5.0%−$35$6521.4%–
35BWFGFinancial ServicesOct 9, 2026$64.72$65.49+1.2%+$8$6851.4%–
36NUEBasic MaterialsOct 9, 2026$250.33$256.33+2.4%+$16$6841.4%–
37RGAFinancial ServicesOct 9, 2026$255.98$266.67+4.2%+$27$6861.4%–
38TPCIndustrialsOct 9, 2026$83.36$77.65−6.8%−$44$6041.3%–
39RSBasic MaterialsOct 9, 2026$402.45$411.02+2.1%+$14$6531.4%–
40SNEXFinancial ServicesOct 9, 2026$61.24$57.13−6.7%−$42$5871.2%–
41LPGEnergyOct 9, 2026$57.64$53.67−6.9%−$43$5781.2%–
42GOOGLCommunication ServicesOct 9, 2026$351.66$340.59−3.1%−$19$5921.2%–
43HRTGFinancial ServicesOct 9, 2026$34.83$35.78+2.7%+$16$6181.3%–
44DINOEnergyOct 9, 2026$121.30$125.30+3.3%+$20$6111.3%–
45IESCIndustrialsOct 9, 2026$297.52$251.87−15.3%−$89$4931.0%–
46ANDEConsumer DefensiveOct 9, 2026$63.89$64.92+1.6%+$9$5821.2%–
47HCCBasic MaterialsOct 9, 2026$93.07$89.98−3.3%−$19$5451.1%–
48HLBasic MaterialsOct 9, 2026$17.07$15.30−10.4%−$58$4961.0%–
49STLDBasic MaterialsOct 9, 2026$238.38$240.52+0.9%+$5$5491.1%–
50ZETATechnologyOct 9, 2026$33.09$31.80−3.9%−$21$5141.1%–
51SANMTechnologyOct 9, 2026$217.49$175.67−19.2%−$101$4240.9%–
52JXNFinancial ServicesOct 9, 2026$129.71$130.58+0.7%+$3$5191.1%–
53VCTRFinancial ServicesOct 9, 2026$112.44$108.57−3.4%−$17$4891.0%–
54MFGFinancial ServicesOct 9, 2026$10.61$10.16−4.2%−$21$4761.0%–
55TKEnergyOct 9, 2026$15.27$14.05−8.0%−$39$4480.9%–
56MPCEnergyOct 9, 2026$455.03$478.07+5.1%+$24$5021.0%–
57HPETechnologyOct 9, 2026$73.46$55.13−25.0%−$117$3510.7%–
58TGBBasic MaterialsOct 9, 2026$8.85$7.96−10.1%−$46$4130.9%–
59BNYFinancial ServicesOct 9, 2026$142.71$143.25+0.4%+$2$4510.9%–
60KBFinancial ServicesOct 9, 2026$123.07$118.93−3.4%−$15$4250.9%–
61INSWEnergyOct 9, 2026$119.82$110.07−8.1%−$35$3950.8%–
62SUEnergyOct 9, 2026$72.23$78.08+8.1%+$34$4550.9%–
63WTFinancial ServicesOct 9, 2026$22.61$21.39−5.4%−$22$3890.8%–
64VLOEnergyOct 9, 2026$433.75$444.83+2.6%+$10$4120.9%–
65BWLPEnergyOct 9, 2026$26.00$24.73−4.9%−$19$3730.8%–
66GEOIndustrialsOct 9, 2026$31.13$28.65−8.0%−$31$3520.7%–
67CVEEnergyOct 9, 2026$31.39$32.96+5.0%+$19$3920.8%–
68EQNREnergyOct 9, 2026$43.01$46.99+9.2%+$34$3980.8%–
69CIBFinancial ServicesOct 9, 2026$94.81$97.95+3.3%+$12$3660.8%–
70AMATTechnologyOct 9, 2026$507.03$409.29−19.3%−$66$2780.6%–
71CNOFinancial ServicesOct 9, 2026$52.99$54.72+3.3%+$11$3460.7%–
72AMALFinancial ServicesOct 9, 2026$46.58$47.11+1.1%+$4$3300.7%–
73TENEnergyOct 9, 2026$51.40$51.19−0.4%−$1$3150.7%–
74AIRIndustrialsOct 9, 2026$100.43$98.79−1.6%−$5$3020.6%–
75TRMDEnergyOct 9, 2026$39.94$38.21−4.3%−$13$2850.6%–
76STXTechnologyOct 9, 2026$783.00$645.40−17.6%−$51$2370.5%–
77YPFEnergyOct 9, 2026$50.04$52.09+4.1%+$11$2900.6%–
78UGPEnergyOct 9, 2026$7.90$7.80−1.3%−$3$2660.6%–
79MUSAConsumer CyclicalOct 9, 2026$529.14$547.67+3.5%+$9$2690.6%–
80REXBasic MaterialsOct 9, 2026$42.09$41.72−0.9%−$2$2480.5%–

Earnings Wire: this bot's stocks

New reports for stocks this bot holds or traded this week.

worseno big changebettervs the company's previous reports

  1. BNY Bank of New York Mellon CorpScore 84 vs 84 avg · Grade B

    Ace bought; Rex bought; held by Max, Ladder

    Revenue grew 12% and EPS 24% year over year, well above typical large-bank and custody peers. Pre-tax margin was 38.5% and ROTCE 29%, with broad-based segment growth and positive operating leverage year over year. Sequentially, revenue was flat while EPS fell …

    Report Oct 15, 2026 · 1−year gain +31% · Financial Services · BNY on Yahoo Finance

  2. STT STATE STREET CORPScore 86 vs 83 avg · Grade A

    Ace bought; Rex bought; Cloud bought; held by Max, Ladder

    State Street grew total revenue 12.9% YoY to $4.0B, well above the typical custody-bank growth rate. Fee revenue rose 11.0% and NII rose 20.8%, with positive operating leverage of 531 bps. Pre-tax margin expanded 3.5 pts to 34.6%, diluted EPS rose 32.7% to $3.…

    Report Oct 14, 2026 · 1−year gain +56% · Financial Services · STT on Yahoo Finance

Up next

Trade log

Every buy, sell and skip, newest first, with the reason.

DateActionStockAmountGainWhy
Oct 9, 2026BUYREX$250review 2026-10-09: box 80 (0.50%) = $250; score 80, grade B
Oct 9, 2026BUYMUSA$259review 2026-10-09: box 79 (0.52%) = $259; score 80, grade B
Oct 9, 2026BUYUGP$269review 2026-10-09: box 78 (0.54%) = $269; score 82, grade B
Oct 9, 2026BUYYPF$278review 2026-10-09: box 77 (0.56%) = $278; score 84, grade B
Oct 9, 2026BUYSTX$288review 2026-10-09: box 76 (0.58%) = $288; score 95, grade B
Oct 9, 2026BUYTRMD$297review 2026-10-09: box 75 (0.59%) = $297; score 88, grade B
Oct 9, 2026BUYAIR$307review 2026-10-09: box 74 (0.61%) = $307; score 82, grade B
Oct 9, 2026BUYTEN$316review 2026-10-09: box 73 (0.63%) = $316; score 86, grade A
Oct 9, 2026BUYAMAL$326review 2026-10-09: box 72 (0.65%) = $326; score 80, grade A
Oct 9, 2026BUYCNO$335review 2026-10-09: box 71 (0.67%) = $335; score 84, grade B
Oct 9, 2026BUYAMAT$345review 2026-10-09: box 70 (0.69%) = $345; score 90, grade B
Oct 9, 2026BUYCIB$354review 2026-10-09: box 69 (0.71%) = $354; score 82, grade A
Oct 9, 2026BUYEQNR$364review 2026-10-09: box 68 (0.73%) = $364; score 84, grade B
Oct 9, 2026BUYCVE$373review 2026-10-09: box 67 (0.75%) = $373; score 84, grade B
Oct 9, 2026BUYGEO$383review 2026-10-09: box 66 (0.77%) = $383; score 82, grade B
Oct 9, 2026BUYBWLP$392review 2026-10-09: box 65 (0.78%) = $392; score 80, grade A
Oct 9, 2026BUYVLO$402review 2026-10-09: box 64 (0.80%) = $402; score 90, grade B
Oct 9, 2026BUYWT$411review 2026-10-09: box 63 (0.82%) = $411; score 84, grade B
Oct 9, 2026BUYSU$421review 2026-10-09: box 62 (0.84%) = $421; score 84, grade B
Oct 9, 2026BUYINSW$430review 2026-10-09: box 61 (0.86%) = $430; score 93, grade B
Oct 9, 2026BUYKB$440review 2026-10-09: box 60 (0.88%) = $440; score 80, grade A
Oct 9, 2026BUYBNY$449review 2026-10-09: box 59 (0.90%) = $449; score 86, grade B
Oct 9, 2026BUYTGB$459review 2026-10-09: box 58 (0.92%) = $459; score 84, grade B
Oct 9, 2026BUYHPE$468review 2026-10-09: box 57 (0.94%) = $468; score 93, grade B
Oct 9, 2026BUYMPC$478review 2026-10-09: box 56 (0.96%) = $478; score 88, grade B
Oct 9, 2026BUYTK$487review 2026-10-09: box 55 (0.97%) = $487; score 84, grade A
Oct 9, 2026BUYMFG$497review 2026-10-09: box 54 (0.99%) = $497; score 84, grade B
Oct 9, 2026BUYVCTR$506review 2026-10-09: box 53 (1.01%) = $506; score 86, grade B
Oct 9, 2026BUYJXN$516review 2026-10-09: box 52 (1.03%) = $516; score 82, grade A
Oct 9, 2026BUYSANM$525review 2026-10-09: box 51 (1.05%) = $525; score 84, grade B
Oct 9, 2026BUYZETA$535review 2026-10-09: box 50 (1.07%) = $535; score 88, grade B
Oct 9, 2026BUYSTLD$544review 2026-10-09: box 49 (1.09%) = $544; score 84, grade B
Oct 9, 2026BUYHL$554review 2026-10-09: box 48 (1.11%) = $554; score 84, grade B
Oct 9, 2026BUYHCC$563review 2026-10-09: box 47 (1.13%) = $563; score 84, grade B
Oct 9, 2026BUYANDE$573review 2026-10-09: box 46 (1.15%) = $573; score 84, grade B
Oct 9, 2026BUYIESC$582review 2026-10-09: box 45 (1.16%) = $582; score 88, grade B
Oct 9, 2026BUYDINO$592review 2026-10-09: box 44 (1.18%) = $592; score 88, grade B
Oct 9, 2026BUYHRTG$601review 2026-10-09: box 43 (1.20%) = $601; score 82, grade A
Oct 9, 2026BUYGOOGL$611review 2026-10-09: box 42 (1.22%) = $611; score 88, grade B
Oct 9, 2026BUYLPG$620review 2026-10-09: box 41 (1.24%) = $620; score 88, grade B
Oct 9, 2026BUYSNEX$630review 2026-10-09: box 40 (1.26%) = $630; score 86, grade B
Oct 9, 2026BUYRS$639review 2026-10-09: box 39 (1.28%) = $639; score 85, grade B
Oct 9, 2026BUYTPC$649review 2026-10-09: box 38 (1.30%) = $649; score 86, grade B
Oct 9, 2026BUYRGA$658review 2026-10-09: box 37 (1.32%) = $658; score 86, grade A
Oct 9, 2026BUYNUE$668review 2026-10-09: box 36 (1.34%) = $668; score 86, grade B
Oct 9, 2026BUYBWFG$677review 2026-10-09: box 35 (1.35%) = $677; score 86, grade B
Oct 9, 2026BUYITRN$687review 2026-10-09: box 34 (1.37%) = $687; score 85, grade A
Oct 9, 2026BUYPSX$696review 2026-10-09: box 33 (1.39%) = $696; score 88, grade B
Oct 9, 2026BUYENVA$706review 2026-10-09: box 32 (1.41%) = $706; score 86, grade A
Oct 9, 2026BUYSNX$715review 2026-10-09: box 31 (1.43%) = $715; score 82, grade A
Oct 9, 2026BUYTSM$725review 2026-10-09: box 30 (1.45%) = $725; score 86, grade A
Oct 9, 2026BUYFCFS$734review 2026-10-09: box 29 (1.47%) = $734; score 88, grade B
Oct 9, 2026BUYNTAP$744review 2026-10-09: box 28 (1.49%) = $744; score 88, grade B
Oct 9, 2026BUYPARR$753review 2026-10-09: box 27 (1.51%) = $753; score 88, grade A
Oct 9, 2026BUYDHT$763review 2026-10-09: box 26 (1.53%) = $763; score 92, grade B
Oct 9, 2026BUYCVX$772review 2026-10-09: box 25 (1.54%) = $772; score 88, grade B
Oct 9, 2026BUYATRO$782review 2026-10-09: box 24 (1.56%) = $782; score 88, grade B
Oct 9, 2026BUYNVEC$791review 2026-10-09: box 23 (1.58%) = $791; score 88, grade B
Oct 9, 2026BUYPBR$801review 2026-10-09: box 22 (1.60%) = $801; score 84, grade A
Oct 9, 2026BUYHALO$810review 2026-10-09: box 21 (1.62%) = $810; score 90, grade A
Oct 9, 2026BUYAPH$820review 2026-10-09: box 20 (1.64%) = $820; score 93, grade B
Oct 9, 2026BUYMU$829review 2026-10-09: box 19 (1.66%) = $829; score 97, grade A
Oct 9, 2026BUYCSCO$839review 2026-10-09: box 18 (1.68%) = $839; score 90, grade B
Oct 9, 2026BUYUVE$848review 2026-10-09: box 17 (1.70%) = $848; score 84, grade A
Oct 9, 2026BUYIAG$858review 2026-10-09: box 16 (1.72%) = $858; score 84, grade A
Oct 9, 2026BUYARIS$867review 2026-10-09: box 15 (1.73%) = $867; score 84, grade A
Oct 9, 2026BUYKEYS$877review 2026-10-09: box 14 (1.75%) = $877; score 93, grade B
Oct 9, 2026BUYCLS$886review 2026-10-09: box 13 (1.77%) = $886; score 93, grade B
Oct 9, 2026BUYNVDA$896review 2026-10-09: box 12 (1.79%) = $896; score 93, grade A
Oct 9, 2026BUYSTRL$905review 2026-10-09: box 11 (1.81%) = $905; score 92, grade B
Oct 9, 2026BUYAVT$915review 2026-10-09: box 10 (1.83%) = $915; score 86, grade A
Oct 9, 2026BUYLLY$924review 2026-10-09: box 9 (1.85%) = $924; score 93, grade B
Oct 9, 2026BUYADI$934review 2026-10-09: box 8 (1.87%) = $934; score 93, grade B
Oct 9, 2026BUYEZPW$943review 2026-10-09: box 7 (1.89%) = $943; score 88, grade A
Oct 9, 2026BUYSTNG$953review 2026-10-09: box 6 (1.91%) = $953; score 88, grade A
Oct 9, 2026BUYINDV$962review 2026-10-09: box 5 (1.92%) = $962; score 88, grade A
Oct 9, 2026BUYAMG$972review 2026-10-09: box 4 (1.94%) = $972; score 88, grade A
Oct 9, 2026BUYTNK$981review 2026-10-09: box 3 (1.96%) = $981; score 90, grade A
Oct 9, 2026BUYSTT$991review 2026-10-09: box 2 (1.98%) = $991; score 90, grade A
Oct 9, 2026BUYJBL$1,000review 2026-10-09: box 1 (2.00%) = $1,000; score 90, grade A