Equity Excellence Series: US Stocks
A knowledge series for investors who want to build and test their own strategies. Submit a backtested strategy, see how it stands against others across four ways of judging a portfolio, and learn what separates a good strategy from a lucky one.
Every user is gifted 10 complimentary backtests for this series.
Finished the usage? You can also add more backtests here →
Four categories to take part in
The Wealth Creator
The Capital Protector
The Consistent Performer
The Master Portfolio
Rules For Qualification
Checked automatically when you submit.
- $10,000 minimum portfolio value. The strategy must be built and tested on a portfolio of at least $10,000.
- 7-year minimum backtest. Long enough to cover a full market cycle. Shorter tests cannot be judged fairly.
- 10 stocks minimum. A concentrated bet is not a strategy, so 10 or more must be in the construction.
- Maximum three entries per category. You can run up to three strategies in any one category.
- Return with currency impact. Every result is judged on the return in rupees, so the currency move counts.
- Backtested against S&P 500. Every entry is judged on the same benchmark, so results compare like for like.
Backtested performance is hypothetical and based on historical data. Actual future results may differ from the results calculated here. Past performance is no indicator of future returns. Nothing in this series is a recommendation to buy or sell any security.
How to take part
Build a strategy
Use the Strategy Builder, or start from a suggested strategy and make it your own.
Backtest over 7 years
On a portfolio of $10,000 or more, holding at least 10 stocks.
Submit and pick categories
We check the rules for you, then you choose which of the four to enter.
Follow the results
See where your strategy stands on the results page as new entries arrive.
The series recognises strategy design. Nothing of monetary value is awarded.