MI 2.1 · PREVIEW BEFORE LAUNCH
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September 25, 2026 model data · MI 2.1 is in testing before launch. This dated example is not today’s instructions.
Free follows a continuing hypothetical model. These are not customer or funded-account results.
 | MOUNT INFLECTION FREE |
Action Summary
Day change 0.16% | Cash 24.81% | Holdings 15 |
Risk state Normal · 5.00% starting allocation per newly added name.
Weekly Decision Details
Review date: 2026-09-24 · next observed open: 2026-09-25.
The weekly review completed normally. The selected set and risk state were unchanged, so existing model positions remain open with no additions or removals.
Execution Rails
Thursday-close decisions for the next observed open. Hypothetical model actions use the next observed open with stated modeled costs. Alpaca paper-account synchronization is separate and can require seed orders that are not subscriber signals. Size is a share of model equity. No funded or live orders are authorized.
MI Strategy Review
Free is shown as one continuing hypothetical model. The frozen research history runs through December 31, 2025; the same portfolio rules continue afterward. Alpaca paper-account fills are a separate execution test.
Same-period historical research comparison ending December 31, 2025. Free is a hypothetical simulation; Pro is a current-rule research reconstruction. Returns are cumulative, not annualized, and maximum drawdowns use identical daily market dates for every series.
| Period | Free | Pro |
|---|---|---|
| 1Y | 50.60%DD -13.91% | 55.88%DD -16.25% |
| 3Y | 151.92%DD -13.91% | 183.84%DD -16.25% |
| 5Y | 221.52%DD -13.91% | 334.89%DD -18.08% |
| Period | SPY | QQQ |
|---|---|---|
| 1Y | 17.72%DD -18.76% | 20.77%DD -22.77% |
| 3Y | 85.50%DD -18.76% | 134.86%DD -22.77% |
| 5Y | 95.39%DD -24.50% | 101.77%DD -35.12% |
| Period | Opening | Ending | Sessions |
|---|---|---|---|
| 1Y | 2024-12-31 | 2025-12-31 | 250 |
| 3Y | 2022-12-30 | 2025-12-31 | 752 |
| 5Y | 2020-12-31 | 2025-12-31 | 1255 |
Free cost basis: The hypothetical research simulation includes 5 bps slippage plus 1 bp commission per fill. Subscription fees, taxes, cash interest and additional market impact are excluded.
Pro cost basis: Includes 12 bps per one-way turnover at applicable component and allocation layers, 3% annual short carry, and 5% annual financing on funded allocation above one unit of capital. Pro uses leverage and shorts; short locates, actual borrow availability and brokerage execution are not established by this paper test.
| Period | Free | SPY | QQQ |
|---|---|---|---|
| 2012–2025 | 1366.40%DD -16.19% | 584.77%DD -33.72% | 1119.45%DD -35.12% |
Calendar-time CAGR 21.13% · maximum drawdown -16.19% · 680 active weekly reviews of 731 total.
Hypothetical model continuation since 2026-01-02: 16.69% return, -10.28% maximum drawdown across 184 completed session(s).
The hypothetical research simulation includes 5 bps slippage plus 1 bp commission per fill. Subscription fees, taxes, cash interest and additional market impact are excluded.
Model results are not customer or brokerage returns. Subscription fees and taxes are excluded. SPY and QQQ are unlevered adjusted-price buy-and-hold comparisons. Research selection, hindsight, current-survivor/founder-universe and no-untouched-holdout limitations apply.
Open Positions
| Position / Entry | P/L % | Hold (days) | Weight |
|---|---|---|---|
| PTEN2026-09-18 | -8.60% | 7 | 4.67% |
| MAR2026-09-18 | 5.40% | 7 | 5.38% |
| LXP2026-09-18 | 0.11% | 7 | 5.11% |
| PSX2026-09-11 | -1.16% | 14 | 5.06% |
| ATI2026-09-11 | -8.24% | 14 | 4.69% |
| VLO2026-09-04 | 5.02% | 21 | 5.33% |
| MPC2026-09-04 | 1.87% | 21 | 5.17% |
| DINO2026-09-04 | 1.55% | 21 | 5.15% |
| BWA2026-09-04 | -6.64% | 21 | 4.74% |
| AAPL2026-08-28 | 7.59% | 28 | 5.50% |
| EOG2026-08-21 | -7.89% | 35 | 4.67% |
| MT2026-08-07 | -4.21% | 49 | 4.85% |
| FDX2026-08-07 | -8.96% | 49 | 4.60% |
| GGB2026-07-31 | -1.24% | 56 | 4.96% |
| INTC2026-06-12 | 4.70% | 105 | 5.31% |
Continuing MI 2.1 Free hypothetical model positions at the completed close. Entry dates come from the model history, not from Alpaca account initialization. Holding days are calendar days; entry day is zero. New subscribers follow later additions and do not backfill earlier entries.
Top 10 Ranks
| Rank / Ticker | Status | P/L % | Hold (days) |
|---|---|---|---|
| 1 INTC | OPEN | 4.70% | 105 |
| 2 GGB | OPEN | -1.24% | 56 |
| 3 AAPL | OPEN | 7.59% | 28 |
| 4 MAR | OPEN | 5.40% | 7 |
| 5 MT | OPEN | -4.21% | 49 |
| 6 LXP | OPEN | 0.11% | 7 |
| 7 EOG | OPEN | -7.89% | 35 |
| 8 VLO | OPEN | 5.02% | 21 |
| 9 MPC | OPEN | 1.87% | 21 |
| 10 PSX | OPEN | -1.16% | 14 |
Top Ranks shows the weekly long-only candidates used by Free. Only the first 10 names are published in Free. A rank is context, not an order.
— means no trade observation. CLOSED P/L and hold refer to the last recorded exit; OPEN refers to the current position.
Completed Model Actions
Trade dates below show when each hypothetical model action occurred. History: 2026-08-21 through 2026-09-25. Do not repeat completed actions.
| Trade date / Action | Position / Reason | Price / P/L | Size / Hold |
|---|---|---|---|
| 2026-09-18SELLSignal | ZIONWeekly rotation exit | $65.77P/L -4.40% | 4.71%Hold 49 daysPosition entry 2026-07-31 |
| 2026-09-18BUYSignal | PTENWeekly rotation entry | $11.94P/L — | 5.00%Hold 0 daysPosition entry 2026-09-18 |
| 2026-09-18SELLSignal | NOVWeekly rotation exit | $20.40P/L 6.12% | 5.23%Hold 49 daysPosition entry 2026-07-31 |
| 2026-09-18BUYSignal | MARWeekly rotation entry | $334.68P/L — | 5.00%Hold 0 daysPosition entry 2026-09-18 |
| 2026-09-18BUYSignal | LXPWeekly rotation entry | $60.81P/L — | 5.00%Hold 0 daysPosition entry 2026-09-18 |
| 2026-09-18SELLSignal | BNYWeekly rotation exit | $152.18P/L -6.49% | 4.69%Hold 21 daysPosition entry 2026-08-28 |
| 2026-09-11BUYSignal | PSXWeekly rotation entry | $258.76P/L — | 5.00%Hold 0 daysPosition entry 2026-09-11 |
| 2026-09-11SELLSignal | MARWeekly rotation exit | $334.79P/L -6.75% | 4.62%Hold 35 daysPosition entry 2026-08-07 |
| 2026-09-11SELLSignal | KMXWeekly rotation exit | $61.39P/L 5.10% | 5.17%Hold 42 daysPosition entry 2026-07-31 |
| 2026-09-11BUYSignal | ATIWeekly rotation entry | $202.14P/L — | 5.00%Hold 0 daysPosition entry 2026-09-11 |
| 2026-09-04BUYSignal | VLOWeekly rotation entry | $368.68P/L — | 5.00%Hold 0 daysPosition entry 2026-09-04 |
| 2026-09-04SELLSignal | VALEWeekly rotation exit | $15.15P/L -0.88% | 5.00%Hold 7 daysPosition entry 2026-08-28 |
| 2026-09-04SELLSignal | PANWWeekly rotation exit | $329.50P/L -12.70% | 4.40%Hold 7 daysPosition entry 2026-08-28 |
| 2026-09-04BUYSignal | MPCWeekly rotation entry | $386.29P/L — | 5.00%Hold 0 daysPosition entry 2026-09-04 |
| 2026-09-04BUYSignal | DINOWeekly rotation entry | $105.19P/L — | 5.00%Hold 0 daysPosition entry 2026-09-04 |
| 2026-09-04SELLSignal | CSXWeekly rotation exit | $48.89P/L -2.59% | 4.83%Hold 35 daysPosition entry 2026-07-31 |
| 2026-09-04BUYSignal | BWAWeekly rotation entry | $65.86P/L — | 5.00%Hold 0 daysPosition entry 2026-09-04 |
| 2026-09-04SELLSignal | AWeekly rotation exit | $148.90P/L 5.23% | 5.25%Hold 28 daysPosition entry 2026-08-07 |
| 2026-08-28SELLSignal | VLOWeekly rotation exit | $347.86P/L 16.48% | 5.77%Hold 21 daysPosition entry 2026-08-07 |
| 2026-08-28BUYSignal | VALEWeekly rotation entry | $15.29P/L — | 5.00%Hold 0 daysPosition entry 2026-08-28 |
| 2026-08-28SELLSignal | PSXWeekly rotation exit | $241.10P/L 4.13% | 5.23%Hold 14 daysPosition entry 2026-08-14 |
| 2026-08-28BUYSignal | PANWWeekly rotation entry | $377.45P/L — | 5.00%Hold 0 daysPosition entry 2026-08-28 |
| 2026-08-28SELLSignal | MPCWeekly rotation exit | $363.56P/L 2.07% | 5.12%Hold 14 daysPosition entry 2026-08-14 |
| 2026-08-28SELLSignal | DINOWeekly rotation exit | $96.95P/L 4.33% | 5.24%Hold 14 daysPosition entry 2026-08-14 |
| 2026-08-28BUYSignal | BNYWeekly rotation entry | $162.75P/L — | 5.00%Hold 0 daysPosition entry 2026-08-28 |
| 2026-08-28BUYSignal | AAPLWeekly rotation entry | $317.01P/L — | 5.00%Hold 0 daysPosition entry 2026-08-28 |
| 2026-08-21SELLSignal | PANWWeekly rotation exit | $352.22P/L -3.68% | 4.81%Hold 14 daysPosition entry 2026-08-07 |
| 2026-08-21BUYSignal | EOGWeekly rotation entry | $152.37P/L — | 5.00%Hold 0 daysPosition entry 2026-08-21 |
System Pulse
| Window | Closed / Win | Avg P/L / Hold | Open / P/L / Hold |
|---|---|---|---|
| 30 days | 13 closedWin 53.85% | 0.74%26 days | 10 open · -0.31%16 days |
| 100 days | 54 closedWin 53.70% | 2.60%27 days | 14 open · -1.81%25 days |
| 200 days | 111 closedWin 55.86% | 8.32%33 days | 15 open · -1.38%30 days |
Hypothetical model actions and open episodes. The frozen research history runs through December 31, 2025 and the same model rules continue afterward. Brokerage-account seed orders are excluded.
Model Notes
Free selects up to 15 long positions from the weekly ranking process. It runs independently from Pro.
Research and hypothetical model results are educational. Market risk, execution differences and modeled costs affect outcomes; past results do not predict future performance.
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