Settings

Thesis configuration, manual actions, and scheduler

Manual Actions

Scheduler

Next Evaluation

Aug 07, 11:00 AM EDT

Price Refresh

Aug 02, 06:30 PM EDT

Full Refresh

Aug 08, 10:00 AM EDT

Thesis Configuration

Outpick Strategy

ACTIVE ALPACA

Analyst revision counts + growth + profitability predict near-term outperformance. The original strategy.

Factor Weights

valuation 5%

growth 35%

profitability 15%

momentum 15%

revisions 30%

Buy Criteria

Revisions ≥ B+

Growth ≥ B

Profitability ≥ D

Valuation ≥ C-

Quant Rating ≥ 4.0

Portfolio Parameters

MAX POS: 50 HOLD DAYS: 180 FREQ: biweekly

Buffettology

INACTIVE ALPACA

Replicate Buffett factor exposure: cheap, safe, high-quality. Earnings quality (accrual ratio), ROIC stability, gross margin durability, balance sheet fortress, low volatility overlay.

Factor Weights

valuation 15%

growth 10%

profitability 40%

momentum 10%

revisions 25%

Buy Criteria

Revisions ≥ C

Growth ≥ C

Profitability ≥ A-

Valuation ≥ D+

Quant Rating ≥ 3.5

Portfolio Parameters

MAX POS: 40 HOLD DAYS: 240 FREQ: biweekly