PUBLIC SCORECARD · EVERY PICK · EVEN THE MISSES

Public scorecard

Every stock that appears in the digest is recorded, none left out. Korea and the U.S. are different markets with different benchmarks, so they are scored completely separately — the numbers are never mixed.

Last updated 2026-10-16 07:56 PDT

Korea — at a glance

Only stocks from the Korea digest, compared with the KOSPI. Pick a horizon to see only the stocks that have a result for it — each is measured from the close on the day it ran.

Well-grounded picks that beat the index

70%

27 picks · median excess +4.08%p

All picks that beat the index

54%

98 picks · median +0.81%p

D+5 (5 trading days) verdict

Verdict in

Sample 98 · threshold 60

Verdict (D+5): Not shown to beat the index. Grade and result did not line up.

Results by evidence grade

Well grounded

70% 27

Grounded

62% 21

Needs checking

41% 46

Thin

100% 1 · small sample

No basis / excluded

33% 3 · small sample

Evidence grade	n	Beat the index	Median excess
Well grounded	27	70%	+4.08%p
Grounded	21	62%	+2.23%p
Needs checking	46	41%	-1.21%p
Thin	1	100%	+7.22%p
No basis / excluded	3	33%	-4.03%p

Grey = fewer than 5 picks; don't read those as numbers. D+20 is still a small sample.

Korea ledger — 98 with results

Stock	Grade	D0 close	D+5 return	KOSPI D+5	Excess
Ran 2026-10-07
포스코퓨처엠 003670	Needs checking	190,100	-10.78%	-18.37%	+7.58%p
삼성SDI 006400	Grounded	557,000	-5.75%	-18.37%	+12.62%p
주성엔지니어링 036930	Well grounded	251,500	-21.63%	-18.37%	-3.26%p
Ran 2026-10-06
이오테크닉스 039030	Needs checking	547,000	-14.63%	-13.44%	-1.19%p
LG전자 066570	Well grounded	233,000	-23.95%	-13.44%	-10.51%p
삼성전기 009150	Well grounded	1,684,000	-18.23%	-13.44%	-4.80%p
Ran 2026-10-05
SK이노베이션 096770	Needs checking	151,300	+2.64%	-13.83%	+16.47%p
안랩 053800	Needs checking	78,400	+11.73%	-13.83%	+25.56%p
에쓰오일 010950	Well grounded	164,900	-4.31%	-13.83%	+9.52%p
Ran 2026-10-03
일진전기 103590	Needs checking	86,000	-13.60%	-13.83%	+0.22%p
SFA반도체 036540	Grounded	11,460	-0.61%	-13.83%	+13.22%p
엑시콘 092870	Well grounded	53,000	+8.87%	-13.83%	+22.69%p
오킨스전자 080580	Well grounded	29,150	+2.40%	-13.83%	+16.23%p
삼성전기 009150	Well grounded	1,577,000	-12.43%	-13.83%	+1.40%p
Ran 2026-10-02
두산에너빌리티 034020	Needs checking	81,400	-14.25%	-13.83%	-0.42%p
대덕전자 353200	Grounded	149,200	-1.21%	-13.83%	+12.62%p
삼화콘덴서 001820	Well grounded	157,800	-8.56%	-13.83%	+5.27%p
LG전자 066570	Well grounded	215,500	-17.26%	-13.83%	-3.44%p
Ran 2026-10-01
넥스틸 092790	Needs checking	13,920	-10.13%	-8.42%	-1.71%p
LX인터내셔널 001120	Needs checking	42,600	+2.70%	-8.42%	+11.12%p
포스코인터내셔널 047050	Needs checking	55,600	-1.44%	-8.42%	+6.98%p
LS에코에너지 229640	Needs checking	63,900	-0.47%	-8.42%	+7.95%p
Ran 2026-09-30
이오테크닉스 039030	Needs checking	515,000	+0.78%	-3.10%	+3.88%p
삼성전자 005930	Grounded	269,500	-2.41%	-3.10%	+0.69%p
DB하이텍 000990	Grounded	137,700	-0.87%	-3.10%	+2.23%p
가온전선 000500	Well grounded	316,000	-5.22%	-3.10%	-2.12%p
주성엔지니어링 036930	Well grounded	232,500	+13.33%	-3.10%	+16.44%p
Ran 2026-09-25
우리금융지주 316140	Needs checking	35,500	-4.93%	-1.09%	-3.84%p
KB금융 105560	Needs checking	174,100	-3.27%	-1.09%	-2.18%p
신한지주 055550	Needs checking	110,100	-3.81%	-1.09%	-2.72%p
한화생명 088350	Needs checking	5,680	-6.34%	-1.09%	-5.25%p
Ran 2026-09-24
일진전기 103590	Needs checking	81,800	+5.13%	-1.09%	+6.22%p
에쓰오일 010950	Well grounded	156,500	+5.37%	-1.09%	+6.46%p
가온전선 000500	Well grounded	318,000	+2.99%	-1.09%	+4.08%p
Ran 2026-09-23
포스코퓨처엠 003670	Needs checking	180,600	+3.43%	-1.09%	+4.52%p
삼아알미늄 006110	Needs checking	54,100	+16.27%	-1.09%	+17.36%p
원익IPS 240810	Grounded	132,400	+5.29%	-1.09%	+6.38%p
주성엔지니어링 036930	Well grounded	209,500	+14.32%	-1.09%	+15.41%p
LG전자 066570	Well grounded	210,500	+2.38%	-1.09%	+3.47%p
Ran 2026-09-22
SK이노베이션 096770	Needs checking	141,300	-0.14%	-0.66%	+0.52%p
대한항공 003490	Needs checking	31,650	-1.90%	-0.66%	-1.23%p
두산에너빌리티 034020	Needs checking	86,600	-4.97%	-0.66%	-4.30%p
한전기술 052690	Needs checking	137,400	-8.81%	-0.66%	-8.14%p
에쓰오일 010950	Well grounded	153,200	-1.24%	-0.66%	-0.58%p
삼화콘덴서 001820	Well grounded	147,600	+7.66%	-0.66%	+8.32%p
Ran 2026-09-21
원익QnC 074600	Thin	29,150	+4.80%	-2.42%	+7.22%p
이오테크닉스 039030	Needs checking	487,000	+5.75%	-2.42%	+8.17%p
ISC 095340	Needs checking	199,400	+6.82%	-2.42%	+9.24%p
두산에너빌리티 034020	Needs checking	86,500	-5.32%	-2.42%	-2.90%p
두산 000150	Needs checking	1,445,000	-5.19%	-2.42%	-2.77%p
티에스이 131290	Grounded	269,500	+7.05%	-2.42%	+9.47%p
삼성전기 009150	Grounded	1,432,000	+5.73%	-2.42%	+8.15%p
PSK홀딩스 031980	Well grounded	170,000	+5.06%	-2.42%	+7.48%p
Ran 2026-09-19
현대차 005380	No basis / excluded	366,500	-4.37%	-0.34%	-4.03%p
한화오션 042660	Needs checking	83,500	-5.27%	-0.34%	-4.93%p
대한항공 003490	Grounded	29,150	+8.23%	-0.34%	+8.57%p
SFA반도체 036540	Well grounded	8,990	+19.35%	-0.34%	+19.69%p
삼화콘덴서 001820	Well grounded	143,900	+10.35%	-0.34%	+10.69%p
Ran 2026-09-18
두산 000150	Needs checking	1,449,000	-3.52%	-0.34%	-3.18%p
한화시스템 272210	Needs checking	79,900	-9.76%	-0.34%	-9.42%p
우리금융지주 316140	Grounded	36,150	+0.28%	-0.34%	+0.62%p
대한광통신 010170	Well grounded	18,400	-7.83%	-0.34%	-7.49%p
Ran 2026-09-17
LS ELECTRIC 010120	Needs checking	203,000	+0.00%	+2.60%	-2.60%p
산일전기 062040	Needs checking	203,000	-1.53%	+2.60%	-4.12%p
LIG디펜스앤에어로스페이스 079550	Needs checking	711,000	-2.95%	+2.60%	-5.55%p
한전기술 052690	Needs checking	138,200	-9.55%	+2.60%	-12.15%p
DB하이텍 000990	Grounded	125,000	+0.48%	+2.60%	-2.12%p
삼성E&A 028050	Grounded	51,400	-2.92%	+2.60%	-5.51%p
대우건설 047040	Grounded	18,600	+0.11%	+2.60%	-2.49%p
가온전선 000500	Well grounded	264,000	+13.07%	+2.60%	+10.47%p
Ran 2026-09-16
신한지주 055550	Needs checking	112,600	-2.22%	+5.40%	-7.62%p
LS ELECTRIC 010120	Needs checking	199,000	+4.02%	+5.40%	-1.38%p
효성중공업 298040	Needs checking	2,797,000	+3.40%	+5.40%	-2.01%p
우리금융지주 316140	Grounded	36,300	-2.20%	+5.40%	-7.61%p
대한항공 003490	Grounded	29,250	+7.69%	+5.40%	+2.29%p
가온전선 000500	Well grounded	247,000	+28.74%	+5.40%	+23.34%p
Ran 2026-09-15
한화에어로스페이스 012450	No basis / excluded	1,066,000	-0.38%	+5.89%	-6.27%p
팬오션 028670	Needs checking	5,710	+1.23%	+5.89%	-4.67%p
한미반도체 042700	Needs checking	225,000	+6.89%	+5.89%	+0.99%p
SFA반도체 036540	Needs checking	8,650	+22.89%	+5.89%	+17.00%p
LIG디펜스앤에어로스페이스 079550	Needs checking	669,000	+5.83%	+5.89%	-0.07%p
안랩 053800	Needs checking	63,300	+13.43%	+5.89%	+7.53%p
아모레퍼시픽 090430	Grounded	144,100	-1.73%	+5.89%	-7.63%p
HMM 011200	Grounded	20,750	+2.17%	+5.89%	-3.73%p
한국콜마 161890	Well grounded	144,700	+0.90%	+5.89%	-5.00%p
Ran 2026-09-14
두산에너빌리티 034020	Needs checking	85,600	+1.05%	+4.84%	-3.79%p
우리금융지주 316140	Grounded	36,800	-0.95%	+4.84%	-5.79%p
한화생명 088350	Grounded	6,060	-4.95%	+4.84%	-9.79%p
에쓰오일 010950	Well grounded	145,500	+5.77%	+4.84%	+0.94%p
Ran 2026-09-12
HD현대마린솔루션 443060	Needs checking	247,000	-1.21%	-0.23%	-0.99%p
한화엔진 082740	Needs checking	50,300	+2.58%	-0.23%	+2.81%p
풍산 103140	Needs checking	77,500	+2.84%	-0.23%	+3.07%p
삼성E&A 028050	Well grounded	51,000	+2.16%	-0.23%	+2.38%p
Ran 2026-09-10
대한항공 003490	No basis / excluded	29,550	+0.00%	-4.53%	+4.53%p
금호타이어 073240	Needs checking	7,680	-8.46%	-4.53%	-3.94%p
한화생명 088350	Grounded	5,980	+1.67%	-4.53%	+6.20%p
우리금융지주 316140	Grounded	34,000	+7.06%	-4.53%	+11.59%p
현대해상 001450	Well grounded	50,400	-2.28%	-4.53%	+2.25%p

Well-grounded picks that beat the index

50%

2 picks · median excess +0.14%p

All picks that beat the index

44%

9 picks · median -1.15%p

D+20 (20 trading days) verdict

9/60

Sample 9 · threshold 60

Verdict (D+20): Verdict once 60 are in. 9 so far.

Results by evidence grade

Well grounded

50% 2 · small sample

Grounded

50% 2 · small sample

Needs checking

25% 4 · small sample

No basis / excluded

100% 1 · small sample

Evidence grade	n	Beat the index	Median excess
Well grounded	2	50%	+0.14%p
Grounded	2	50%	+0.01%p
Needs checking	4	25%	-1.75%p
No basis / excluded	1	100%	+16.27%p

Grey = fewer than 5 picks; don't read those as numbers. D+20 is still a small sample.

Same picks — 5 days vs 20 days (9 picks)

	D+5	D+20
Median excess	+2.81%p	-1.15%p
Beat the index	7/9	4/9

The same stocks measured at two points. Small sample — for reference, not a verdict.

Korea ledger — 9 with results

Stock	Grade	D0 close	D+20 return	KOSPI D+20	Excess
Ran 2026-09-12
HD현대마린솔루션 443060	Needs checking	247,000	-13.16%	-19.62%	+6.46%p
한화엔진 082740	Needs checking	50,300	-28.43%	-19.62%	-8.81%p
풍산 103140	Needs checking	77,500	-20.77%	-19.62%	-1.15%p
삼성E&A 028050	Well grounded	51,000	-18.14%	-19.62%	+1.48%p
Ran 2026-09-10
대한항공 003490	No basis / excluded	29,550	+1.69%	-14.57%	+16.27%p
금호타이어 073240	Needs checking	7,680	-16.93%	-14.57%	-2.35%p
한화생명 088350	Grounded	5,980	-20.74%	-14.57%	-6.16%p
우리금융지주 316140	Grounded	34,000	-8.38%	-14.57%	+6.19%p
현대해상 001450	Well grounded	50,400	-15.77%	-14.57%	-1.20%p

Show 33 still being scored

Ran on	Stock	Grade	D0 close	Status
2026-10-16	대한항공 003490	Needs checking		Awaiting first close
2026-10-16	KT&G 033780	Needs checking		Awaiting first close
2026-10-16	에쓰오일 010950	Well grounded		Awaiting first close
2026-10-16	SK이노베이션 096770	Well grounded		Awaiting first close
2026-10-15	한온시스템 018880	Needs checking	3,735	Awaiting 5th trading day
2026-10-15	롯데에너지머티리얼즈 020150	Grounded	50,500	Awaiting 5th trading day
2026-10-15	팬오션 028670	Grounded	6,730	Awaiting 5th trading day
2026-10-14	안랩 053800	Needs checking	88,400	Awaiting 5th trading day
2026-10-14	LS머트리얼즈 417200	Needs checking	16,320	Awaiting 5th trading day
2026-10-14	산일전기 062040	Needs checking	210,500	Awaiting 5th trading day
2026-10-14	롯데손해보험 000400	Needs checking	2,665	Awaiting 5th trading day
2026-10-13	HMM 011200	Needs checking	21,950	Awaiting 5th trading day
2026-10-13	팬오션 028670	Needs checking	6,560	Awaiting 5th trading day
2026-10-13	대덕전자 353200	Well grounded	147,400	Awaiting 5th trading day
2026-10-13	하나마이크론 067310	Well grounded	50,200	Awaiting 5th trading day
2026-10-13	가온전선 000500	Well grounded	281,000	Awaiting 5th trading day
2026-10-12	LG에너지솔루션 373220	Needs checking	396,500	Awaiting 5th trading day
2026-10-12	KB금융 105560	Needs checking	162,200	Awaiting 5th trading day
2026-10-12	한양이엔지 045100	Needs checking	31,450	Awaiting 5th trading day
2026-10-12	삼성SDI 006400	Grounded	561,000	Awaiting 5th trading day
2026-10-10	두산 000150	Needs checking	1,331,000	Awaiting 5th trading day
2026-10-10	하나머티리얼즈 166090	Needs checking	64,300	Awaiting 5th trading day
2026-10-10	삼성전기 009150	Grounded	1,559,000	Awaiting 5th trading day
2026-10-10	대덕전자 353200	Grounded	157,600	Awaiting 5th trading day
2026-10-09	LG에너지솔루션 373220	Needs checking	403,000	Awaiting 5th trading day
2026-10-09	이수페타시스 007660	Needs checking	125,000	Awaiting 5th trading day
2026-10-09	HD현대마린솔루션 443060	Needs checking	218,000	Awaiting 5th trading day
2026-10-09	삼성SDI 006400	Grounded	567,000	Awaiting 5th trading day
2026-10-09	주성엔지니어링 036930	Well grounded	263,500	Awaiting 5th trading day
2026-10-08	아모레퍼시픽 090430	Needs checking	133,900	Awaiting 5th trading day
2026-10-08	한미약품 128940	Needs checking	482,000	Awaiting 5th trading day
2026-10-08	코스맥스 192820	Grounded	303,500	Awaiting 5th trading day
2026-10-08	가온전선 000500	Well grounded	299,500	Awaiting 5th trading day

U.S. — at a glance

Only stocks from the U.S. digest, compared with the S&P 500. Pick a horizon to see only the stocks that have a result for it — each is measured from the close on the day it ran.

Well-grounded picks that beat the index

55%

62 picks · median excess +0.25%p

All picks that beat the index

46%

135 picks · median -0.27%p

D+5 (5 trading days) verdict

Verdict in

Sample 135 · threshold 60

Verdict (D+5): Not shown to beat the index. Grade and result did not line up.

Results by evidence grade

Well grounded

55% 62

Grounded

54% 28

Needs checking

38% 34

No basis / excluded

0% 11

Evidence grade	n	Beat the index	Median excess
Well grounded	62	55%	+0.25%p
Grounded	28	54%	+0.25%p
Needs checking	34	38%	-0.86%p
No basis / excluded	11	0%	-2.11%p

Grey = fewer than 5 picks; don't read those as numbers. D+20 is still a small sample.

U.S. ledger — 135 with results

Stock	Grade	D0 close	D+5 return	S&P 500 D+5	Excess
Ran 2026-10-08
Sandisk SNDK	Needs checking	$1,609.46	-13.34%	-0.27%	-13.06%p
애브비 ABBV	Needs checking	$272.42	+4.03%	-0.27%	+4.30%p
Eli Lilly LLY	Needs checking	$1,169.60	+7.01%	-0.27%	+7.29%p
암젠 AMGN	Needs checking	$407.44	+6.53%	-0.27%	+6.80%p
NetApp NTAP	Well grounded	$231.05	-7.08%	-0.27%	-6.80%p
Ran 2026-10-07
Quanta Services PWR	Needs checking	$701.07	-5.78%	-1.06%	-4.72%p
Wesco International WCC	Needs checking	$366.12	-4.00%	-1.06%	-2.93%p
Arista Networks ANET	Needs checking	$215.83	-9.46%	-1.06%	-8.39%p
Amphenol APH	Needs checking	$87.55	-5.55%	-1.06%	-4.49%p
Bloom Energy BE	Grounded	$291.29	-17.83%	-1.06%	-16.77%p
Astera Labs ALAB	Well grounded	$382.25	-21.44%	-1.06%	-20.38%p
Ran 2026-10-06
TSMC TSM	Needs checking	$482.30	-7.71%	-0.17%	-7.54%p
Advanced Micro Devices AMD	Well grounded	$649.42	-6.76%	-0.17%	-6.59%p
Charles River Laboratories CRL	Well grounded	$304.96	-1.95%	-0.17%	-1.78%p
XP XP	Well grounded	$29.73	+5.55%	-0.17%	+5.72%p
Guardant Health GH	Well grounded	$170.69	-5.04%	-0.17%	-4.87%p
Ran 2026-10-05
Exxon Mobil XOM	Needs checking	$164.00	+4.97%	+0.43%	+4.54%p
Dynatrace DT	Needs checking	$60.21	+8.37%	+0.43%	+7.94%p
SpaceX SPCX	Grounded	$171.09	-4.48%	+0.43%	-4.91%p
DHT Holdings DHT	Well grounded	$23.82	+10.08%	+0.43%	+9.65%p
Datadog DDOG	Well grounded	$276.42	+3.93%	+0.43%	+3.51%p
Ran 2026-10-03
Nvidia NVDA	Needs checking	$233.95	-2.00%	+1.15%	-3.15%p
Bloom Energy BE	Grounded	$289.15	-2.99%	+1.15%	-4.14%p
Arm 홀딩스 ARM	Well grounded	$307.49	-13.40%	+1.15%	-14.55%p
마벨 테크놀로지 MRVL	Well grounded	$272.29	+1.10%	+1.15%	-0.05%p
Palo Alto Networks PANW	Well grounded	$403.24	+3.85%	+1.15%	+2.70%p
Okta OKTA	Well grounded	$211.49	+9.76%	+1.15%	+8.61%p
Ran 2026-10-02
Scorpio Tankers STNG	Needs checking	$86.23	-1.26%	+1.15%	-2.41%p
Frontline FRO	Grounded	$52.74	+6.37%	+1.15%	+5.22%p
Seagate Technology STX	Well grounded	$848.99	-7.77%	+1.15%	-8.92%p
Lumentum Holdings LITE	Well grounded	$1,085.42	+1.65%	+1.15%	+0.50%p
Avnet AVT	Well grounded	$106.94	-7.09%	+1.15%	-8.24%p
Micron Technology MU	Well grounded	$1,074.89	-4.27%	+1.15%	-5.42%p
Ran 2026-10-01
Hewlett Packard Enterprise HPE	Grounded	$64.58	+9.94%	+1.29%	+8.65%p
Valero Energy VLO	Grounded	$408.46	+8.65%	+1.29%	+7.36%p
CVR Energy CVI	Grounded	$54.36	+9.53%	+1.29%	+8.24%p
Advanced Micro Devices AMD	Well grounded	$615.73	+0.80%	+1.29%	-0.49%p
Palo Alto Networks PANW	Well grounded	$396.25	+0.57%	+1.29%	-0.72%p
Snowflake SNOW	Well grounded	$341.99	+0.41%	+1.29%	-0.88%p
Ran 2026-09-30
CarMax KMX	Needs checking	$55.11	-3.32%	+1.96%	-5.28%p
Sandisk SNDK	Grounded	$1,739.89	-2.73%	+1.96%	-4.69%p
Micron Technology MU	Grounded	$1,065.11	+2.15%	+1.96%	+0.19%p
Bloom Energy BE	Grounded	$276.98	+5.17%	+1.96%	+3.20%p
Seagate Technology STX	Well grounded	$922.34	-12.44%	+1.96%	-14.41%p
Ran 2026-09-29
Nvidia NVDA	Needs checking	$227.21	+5.29%	+1.93%	+3.36%p
Phillips 66 PSX	Grounded	$252.25	+6.95%	+1.93%	+5.02%p
Valero Energy VLO	Well grounded	$387.72	+8.12%	+1.93%	+6.19%p
Advanced Micro Devices AMD	Well grounded	$607.57	+6.89%	+1.93%	+4.96%p
Ran 2026-09-25
Bloom Energy BE	Grounded	$288.70	+0.16%	-0.27%	+0.42%p
Natera NTRA	Well grounded	$412.56	-0.54%	-0.27%	-0.27%p
Frontline FRO	Well grounded	$47.73	+10.50%	-0.27%	+10.76%p
International Seaways INSW	Well grounded	$105.64	+9.63%	-0.27%	+9.89%p
Guardant Health GH	Well grounded	$177.25	+0.31%	-0.27%	+0.58%p
Everpure P	Well grounded	$126.00	+11.22%	-0.27%	+11.49%p
Ran 2026-09-24
Avnet AVT	Needs checking	$100.91	+1.32%	-0.49%	+1.81%p
TD Synnex SNX	Grounded	$259.47	+4.74%	-0.49%	+5.23%p
CrowdStrike CRWD	Well grounded	$259.67	+2.47%	-0.49%	+2.96%p
Palo Alto Networks PANW	Well grounded	$389.92	+1.62%	-0.49%	+2.11%p
Okta OKTA	Well grounded	$206.64	+2.90%	-0.49%	+3.39%p
NetApp NTAP	Well grounded	$197.24	+9.03%	-0.49%	+9.52%p
Ran 2026-09-23
찰스 슈왑 SCHW	Needs checking	$99.50	-1.77%	-0.71%	-1.06%p
Sandisk SNDK	Grounded	$1,816.57	-4.22%	-0.71%	-3.51%p
TG 테라퓨틱스 TGTX	Grounded	$56.00	-0.39%	-0.71%	+0.31%p
Ran 2026-09-22
메타 플랫폼스 META	Needs checking	$736.60	+0.30%	-1.21%	+1.51%p
워너브러더스디스커버리 WBD	Needs checking	$30.83	+0.06%	-1.21%	+1.27%p
파라마운트 스카이댄스 PSKY	Needs checking	$10.11	-1.19%	-1.21%	+0.02%p
인텔 INTC	Grounded	$123.86	-6.40%	-1.21%	-5.19%p
Sandisk SNDK	Grounded	$1,887.04	-8.33%	-1.21%	-7.13%p
Hewlett Packard Enterprise HPE	Well grounded	$61.03	+0.75%	-1.21%	+1.96%p
Ran 2026-09-21
Scorpio Tankers STNG	Needs checking	$86.21	-3.50%	-1.04%	-2.46%p
토름 TRMD	Grounded	$37.12	-4.58%	-1.04%	-3.54%p
Okeanis Eco Tankers ECO	Well grounded	$82.63	-4.19%	-1.04%	-3.14%p
Frontline FRO	Well grounded	$49.81	-3.43%	-1.04%	-2.39%p
International Seaways INSW	Well grounded	$109.10	-0.72%	-1.04%	+0.32%p
Valero Energy VLO	Well grounded	$393.27	-0.94%	-1.04%	+0.10%p
티케이탱커스 TNK	Well grounded	$98.76	-3.09%	-1.04%	-2.04%p
DHT Holdings DHT	Well grounded	$22.45	-2.45%	-1.04%	-1.41%p
Ran 2026-09-19
넷플릭스 NFLX	No basis / excluded	$71.79	-0.89%	+1.21%	-2.11%p
알파벳 GOOGL	No basis / excluded	$349.54	-1.61%	+1.21%	-2.82%p
로빈후드 마켓츠 HOOD	Needs checking	$119.82	-0.35%	+1.21%	-1.57%p
코인베이스 글로벌 COIN	Grounded	$194.25	+0.44%	+1.21%	-0.77%p
CrowdStrike CRWD	Well grounded	$237.65	+6.09%	+1.21%	+4.88%p
Palo Alto Networks PANW	Well grounded	$363.58	+3.07%	+1.21%	+1.85%p
Halozyme Therapeutics HALO	Well grounded	$112.45	+1.29%	+1.21%	+0.07%p
TG 테라퓨틱스 TGTX	Well grounded	$56.87	+0.98%	+1.21%	-0.23%p
Ran 2026-09-18
제너랙 GNRC	No basis / excluded	$207.44	+0.34%	+1.21%	-0.88%p
록히드마틴 LMT	No basis / excluded	$533.38	-2.59%	+1.21%	-3.81%p
쿠퍼 COO	No basis / excluded	$55.29	+0.16%	+1.21%	-1.05%p
Scorpio Tankers STNG	Grounded	$87.16	-6.51%	+1.21%	-7.72%p
셈테크 SMTC	Well grounded	$185.00	-1.46%	+1.21%	-2.67%p
Hewlett Packard Enterprise HPE	Well grounded	$60.76	+3.59%	+1.21%	+2.37%p
Ran 2026-09-17
제너랙 GNRC	No basis / excluded	$207.23	-4.43%	+0.87%	-5.30%p
인텔 INTC	Needs checking	$108.80	+17.09%	+0.87%	+16.22%p
NetApp NTAP	Grounded	$196.92	+0.16%	+0.87%	-0.71%p
Valero Energy VLO	Well grounded	$412.53	-7.19%	+0.87%	-8.06%p
Ran 2026-09-16
뉴몬트 NEM	Needs checking	$121.76	+1.47%	+2.04%	-0.57%p
마렉스그룹 MRX	Needs checking	$72.38	-1.09%	+2.04%	-3.13%p
버투파이낸셜 VIRT	Needs checking	$57.25	-7.41%	+2.04%	-9.45%p
에이피에이 APA	Well grounded	$44.79	-2.43%	+2.04%	-4.48%p
CVR Energy CVI	Well grounded	$53.05	-2.36%	+2.04%	-4.40%p
센테라골드 CGAU	Well grounded	$21.92	+3.15%	+2.04%	+1.11%p
Ran 2026-09-15
Palo Alto Networks PANW	Grounded	$375.09	-0.14%	+2.36%	-2.50%p
Okta OKTA	Grounded	$190.45	+3.24%	+2.36%	+0.88%p
CrowdStrike CRWD	Well grounded	$242.49	+3.12%	+2.36%	+0.76%p
Okeanis Eco Tankers ECO	Well grounded	$82.73	-6.27%	+2.36%	-8.63%p
Frontline FRO	Well grounded	$51.59	-7.11%	+2.36%	-9.47%p
International Seaways INSW	Well grounded	$107.74	-3.52%	+2.36%	-5.88%p
Ran 2026-09-14
NetApp NTAP	Needs checking	$188.28	+5.24%	+1.90%	+3.34%p
Arista Networks ANET	Grounded	$187.81	+9.38%	+1.90%	+7.48%p
Hewlett Packard Enterprise HPE	Well grounded	$55.41	+11.44%	+1.90%	+9.54%p
Phillips 66 PSX	Well grounded	$257.06	+1.82%	+1.90%	-0.07%p
Valero Energy VLO	Well grounded	$382.95	+2.69%	+1.90%	+0.80%p
Ran 2026-09-12
Arista Networks ANET	Needs checking	$199.59	-0.10%	-0.08%	-0.02%p
NetApp NTAP	Needs checking	$199.28	-0.75%	-0.08%	-0.66%p
International Seaways INSW	Grounded	$103.65	+7.24%	-0.08%	+7.32%p
애플 AAPL	Grounded	$332.27	+1.16%	-0.08%	+1.25%p
HF시노클레어 DINO	Well grounded	$107.84	+7.47%	-0.08%	+7.56%p
티케이탱커스 TNK	Well grounded	$100.83	+0.09%	-0.08%	+0.17%p
Ran 2026-09-11
어도비 ADBE	No basis / excluded	$252.23	-1.31%	-0.08%	-1.23%p
오라클 ORCL	No basis / excluded	$150.28	-1.78%	-0.08%	-1.69%p
프리포트맥모란 FCX	Needs checking	$71.07	+0.66%	-0.08%	+0.75%p
Valero Energy VLO	Well grounded	$390.42	+5.86%	-0.08%	+5.94%p
Phillips 66 PSX	Well grounded	$259.47	+5.26%	-0.08%	+5.35%p
아틀라시안 TEAM	Well grounded	$179.70	+6.86%	-0.08%	+6.94%p
Ran 2026-09-10
EQT · 익스팬드에너지 EXE	No basis / excluded	$96.87	-8.82%	+0.61%	-9.42%p
츄이 CHWY	No basis / excluded	$21.08	-0.85%	+0.61%	-1.46%p
셰니어에너지 LNG	Needs checking	$277.84	-2.88%	+0.61%	-3.48%p
아날로그디바이시스 ADI	Needs checking	$361.25	+0.39%	+0.61%	-0.22%p
EQT EQT	Needs checking	$54.96	-8.39%	+0.61%	-8.99%p
윌리엄스 WMB	Grounded	$72.82	-1.39%	+0.61%	-1.99%p
Ran 2026-09-09
뉴욕멜론 BNY	No basis / excluded	$162.51	-5.56%	-1.11%	-4.46%p
오션니어링 OII	Needs checking	$48.49	-3.88%	-1.11%	-2.77%p
에이피에이 APA	Grounded	$44.84	-0.11%	-1.11%	+1.00%p
HF시노클레어 DINO	Well grounded	$108.14	+5.39%	-1.11%	+6.50%p
도리안 LPG LPG	Well grounded	$53.63	+7.89%	-1.11%	+8.99%p

Well-grounded picks that beat the index

94%

18 picks · median excess +8.06%p

All picks that beat the index

61%

44 picks · median +4.15%p

D+20 (20 trading days) verdict

44/60

Sample 44 · threshold 60

Verdict (D+20): Verdict once 60 are in. 44 so far.

Results by evidence grade

Well grounded

94% 18

Grounded

62% 8

Needs checking

42% 12

No basis / excluded

0% 6

Evidence grade	n	Beat the index	Median excess
Well grounded	18	94%	+8.06%p
Grounded	8	62%	+5.30%p
Needs checking	12	42%	-3.79%p
No basis / excluded	6	0%	-9.24%p

Grey = fewer than 5 picks; don't read those as numbers. D+20 is still a small sample.

Same picks — 5 days vs 20 days (44 picks)

	D+5	D+20
Median excess	-0.40%p	+4.15%p
Beat the index	19/44	27/44

The same stocks measured at two points. Small sample — for reference, not a verdict.

U.S. ledger — 44 with results

Stock	Grade	D0 close	D+20 return	S&P 500 D+20	Excess
Ran 2026-09-17
제너랙 GNRC	No basis / excluded	$207.23	-4.26%	+1.39%	-5.65%p
인텔 INTC	Needs checking	$108.80	-12.34%	+1.39%	-13.74%p
NetApp NTAP	Grounded	$196.92	+9.03%	+1.39%	+7.64%p
Valero Energy VLO	Well grounded	$412.53	+7.64%	+1.39%	+6.25%p
Ran 2026-09-16
뉴몬트 NEM	Needs checking	$121.76	-8.38%	+2.21%	-10.59%p
마렉스그룹 MRX	Needs checking	$72.38	-4.14%	+2.21%	-6.36%p
버투파이낸셜 VIRT	Needs checking	$57.25	-3.09%	+2.21%	-5.30%p
에이피에이 APA	Well grounded	$44.79	+5.76%	+2.21%	+3.55%p
CVR Energy CVI	Well grounded	$53.05	+16.80%	+2.21%	+14.58%p
센테라골드 CGAU	Well grounded	$21.92	-3.88%	+2.21%	-6.09%p
Ran 2026-09-15
Palo Alto Networks PANW	Grounded	$375.09	+5.85%	+2.90%	+2.95%p
Okta OKTA	Grounded	$190.45	+18.94%	+2.90%	+16.05%p
CrowdStrike CRWD	Well grounded	$242.49	+7.72%	+2.90%	+4.82%p
Okeanis Eco Tankers ECO	Well grounded	$82.73	+19.98%	+2.90%	+17.08%p
Frontline FRO	Well grounded	$51.59	+14.44%	+2.90%	+11.54%p
International Seaways INSW	Well grounded	$107.74	+16.06%	+2.90%	+13.16%p
Ran 2026-09-14
NetApp NTAP	Needs checking	$188.28	+27.03%	+2.46%	+24.58%p
Arista Networks ANET	Grounded	$187.81	+12.28%	+2.46%	+9.83%p
Hewlett Packard Enterprise HPE	Well grounded	$55.41	+26.93%	+2.46%	+24.47%p
Phillips 66 PSX	Well grounded	$257.06	+9.50%	+2.46%	+7.04%p
Valero Energy VLO	Well grounded	$382.95	+13.85%	+2.46%	+11.40%p
Ran 2026-09-12
Arista Networks ANET	Needs checking	$199.59	+8.59%	+2.02%	+6.57%p
NetApp NTAP	Needs checking	$199.28	+19.00%	+2.02%	+16.98%p
International Seaways INSW	Grounded	$103.65	+15.60%	+2.02%	+13.58%p
애플 AAPL	Grounded	$332.27	+1.32%	+2.02%	-0.70%p
HF시노클레어 DINO	Well grounded	$107.84	+12.48%	+2.02%	+10.46%p
티케이탱커스 TNK	Well grounded	$100.83	+5.27%	+2.02%	+3.25%p
Ran 2026-09-11
어도비 ADBE	No basis / excluded	$252.23	-3.95%	+2.02%	-5.97%p
오라클 ORCL	No basis / excluded	$150.28	-5.91%	+2.02%	-7.93%p
프리포트맥모란 FCX	Needs checking	$71.07	+3.69%	+2.02%	+1.67%p
Valero Energy VLO	Well grounded	$390.42	+11.10%	+2.02%	+9.08%p
Phillips 66 PSX	Well grounded	$259.47	+7.21%	+2.02%	+5.19%p
아틀라시안 TEAM	Well grounded	$179.70	+15.08%	+2.02%	+13.06%p
Ran 2026-09-10
EQT · 익스팬드에너지 EXE	No basis / excluded	$96.87	-8.27%	+2.29%	-10.56%p
츄이 CHWY	No basis / excluded	$21.08	-10.29%	+2.29%	-12.58%p
셰니어에너지 LNG	Needs checking	$277.84	+0.01%	+2.29%	-2.27%p
아날로그디바이시스 ADI	Needs checking	$361.25	+12.37%	+2.29%	+10.08%p
EQT EQT	Needs checking	$54.96	-3.68%	+2.29%	-5.96%p
윌리엄스 WMB	Grounded	$72.82	-0.66%	+2.29%	-2.95%p
Ran 2026-09-09
뉴욕멜론 BNY	No basis / excluded	$162.51	-12.18%	+2.17%	-14.34%p
오션니어링 OII	Needs checking	$48.49	-9.88%	+2.17%	-12.04%p
에이피에이 APA	Grounded	$44.84	-2.30%	+2.17%	-4.46%p
HF시노클레어 DINO	Well grounded	$108.14	+6.93%	+2.17%	+4.76%p
도리안 LPG LPG	Well grounded	$53.63	+4.81%	+2.17%	+2.64%p

Show 29 still being scored

Ran on	Stock	Grade	D0 close	Status
2026-10-16	eBay EBAY	Needs checking		Awaiting first close
2026-10-16	Veeva Systems VEEV	Grounded		Awaiting first close
2026-10-16	Paycom Software PAYC	Well grounded		Awaiting first close
2026-10-15	Eli Lilly LLY	Needs checking	$1,251.61	Awaiting 5th trading day
2026-10-15	Exxon Mobil XOM	Needs checking	$174.68	Awaiting 5th trading day
2026-10-15	Halozyme Therapeutics HALO	Grounded	$121.51	Awaiting 5th trading day
2026-10-15	Humana HUM	Well grounded	$432.20	Awaiting 5th trading day
2026-10-14	Veeva Systems VEEV	Needs checking	$297.35	Awaiting 5th trading day
2026-10-14	Mastercard Incorporated MA	Needs checking	$603.24	Awaiting 5th trading day
2026-10-14	Visa V	Needs checking	$391.43	Awaiting 5th trading day
2026-10-14	Paycom Software PAYC	Well grounded	$239.00	Awaiting 5th trading day
2026-10-13	Exxon Mobil XOM	Needs checking	$174.08	Awaiting 5th trading day
2026-10-13	메타 플랫폼스 META	Needs checking	$762.50	Awaiting 5th trading day
2026-10-13	애플 AAPL	Needs checking	$341.27	Awaiting 5th trading day
2026-10-13	에이피에이 APA	Well grounded	$48.01	Awaiting 5th trading day
2026-10-13	페트로브라스 PBR	Well grounded	$25.50	Awaiting 5th trading day
2026-10-12	Nvidia NVDA	Needs checking	$226.32	Awaiting 5th trading day
2026-10-12	Frontline FRO	Well grounded	$59.19	Awaiting 5th trading day
2026-10-12	DHT Holdings DHT	Well grounded	$26.22	Awaiting 5th trading day
2026-10-12	International Seaways INSW	Well grounded	$124.22	Awaiting 5th trading day
2026-10-10	TSMC TSM	Needs checking	$453.31	Awaiting 5th trading day
2026-10-10	ASML ASML	Needs checking	$1,780.34	Awaiting 5th trading day
2026-10-10	뉴타닉스 NTNX	Needs checking	$74.63	Awaiting 5th trading day
2026-10-10	Lumentum Holdings LITE	Well grounded	$1,103.35	Awaiting 5th trading day
2026-10-09	Palantir PLTR	Needs checking	$209.05	Awaiting 5th trading day
2026-10-09	Snowflake SNOW	Grounded	$368.89	Awaiting 5th trading day
2026-10-09	Valero Energy VLO	Well grounded	$433.75	Awaiting 5th trading day
2026-10-09	Phillips 66 PSX	Well grounded	$278.18	Awaiting 5th trading day
2026-10-09	Okeanis Eco Tankers ECO	Well grounded	$93.11	Awaiting 5th trading day

Details

Definitions — D0 · D+5 · D+20 · D+60

D0 · base price: The close on the day the stock ran in the digest. For a weekend or holiday issue, the last close before it. Once set, it never changes.
D+5 · 5-day result: Return from the D0 close to the close on the 5th trading day after. Moves in between are ignored.
D+20 · 20-day result: D0 close → close on the 20th trading day. Cumulative, including the first 5 days — not “day 5 to day 20”.
D+60 · 60-day result: D0 close → close on the 60th trading day. About three months.
Excess vs. index: Minus the index return (KOSPI / S&P 500) between the same two dates, in percentage points. Above 0 = beat the index.
Trading day: A day the stock actually traded. Weekends and that market’s holidays don’t count. Korean stocks use the Korean calendar, U.S. stocks the U.S. one.
No result yet: Left blank until the D+N close exists. Never filled with 0.

E.g. HPE ran at the 9/14 (Mon) close of $55.41 → 5th trading day 9/21 (Mon) close $61.75 = +11.4%. S&P 500 over the same two dates +1.9% → +9.5%p vs. the index.

Rules — frozen before we started

Every stock in the digest is included, even ones we marked as excluded themes.
A stock that ran in both the Korean and English editions on the same day counts once.
The base is the close on the day it ran; the comparison is the index over the same span.
No number is called a verdict before 60 are in. The rules were set on September 11, 2026, before looking at any data, and have not been changed.
Tests: sign test vs. the index, Spearman correlation for grade order. Significance 0.05 split across three horizons: 0.0167.
The original September 11, 2026 pre-registration was designed to pool both markets into one verdict. Pooling two markets with different benchmarks was a design mistake, so that verdict is not used. Scoring by market was registered as an addition on October 1, 2026, after some results had already been seen. The original pooled verdict is kept unchanged in the pre-registration record.

This scorecard is a public record of stocks featured in the newsletter, not the operator's actual account performance. Trading costs and taxes are not included. For information only, not investment advice. Past records do not guarantee future returns.

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