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.
Pro combines a research reconstruction with private paper continuation. These are not customer or funded-account results.
 | MOUNT INFLECTION PRO |
Action Summary
Day change -0.31% | Cash 25.70% | Holdings 39 |
Gross 83.21% · net 74.30%. Existing-position allocation estimates are separate below.
Pending Trades
Pending position entries/exits. Expected trade dates can change; reference prices are not fills.
| Expected date / Action | Position / Reason | Price / P/L | Size / Hold |
|---|---|---|---|
| 2026-09-28BUYSignal | SUOpen net Pro exposure | $68.19 ref.Price P/L — | 0.30%Hold 0 daysPlanned entry 2026-09-28 |
Allocation Estimates
Existing positions stay open. These projected weight changes are separate from new entries and full exits.
| Ticker | Now | Estimate | Change |
|---|---|---|---|
| XOM | 1.82% | 2.11% | +0.30 pp |
| GNW | 0.58% | 0.29% | -0.28 pp |
| PR | 0.84% | 0.56% | -0.28 pp |
Showing changes of at least 0.10 percentage point. 36 smaller changes are omitted from this summary. This display filter does not change the model’s rebalancing.
Execution Rails
Daily signals combine the core model with staged long and long/short components. Pro allocation estimates include component rebalancing and valuation effects. Weight differences alone are not verified share-order quantities. Opening prices, costs and cash constraints can change sizing. Size is a share of model equity. No funded or live orders are authorized.
MI Strategy Review
Pro research reconstruction with private paper continuation. Cumulative returns, not annualized; maximum drawdown appears beneath each return.
| Period | Pro | SPY | QQQ |
|---|---|---|---|
| YTD | 43.30%DD -17.66% | 14.00%DD -8.88% | 21.61%DD -11.72% |
| 1Y | 69.20%DD -17.66% | 18.48%DD -8.88% | 26.03%DD -11.96% |
| 3Y | 266.94%DD -17.66% | 85.05%DD -18.76% | 110.56%DD -22.77% |
| 5Y | 379.71%DD -18.08% | 85.78%DD -24.50% | 105.47%DD -35.12% |
| Period | Opening | Ending | Sessions |
|---|---|---|---|
| YTD | 2025-12-31 | 2026-09-25 | 184 |
| 1Y | 2025-09-25 | 2026-09-25 | 251 |
| 3Y | 2023-09-25 | 2026-09-25 | 753 |
| 5Y | 2021-09-24 | 2026-09-25 | 1255 |
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.
The Free hypothetical model and Pro reconstruction above remain separate from brokerage-account results.
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.
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 |
|---|---|---|---|
| WYNN SHORT2026-09-24 | -0.14% | 1 | -0.44% |
| RCL SHORT2026-09-24 | -3.59% | 1 | -0.46% |
| PBR-A2026-09-24 | -3.64% | 1 | 0.42% |
| NCLH SHORT2026-09-24 | -4.32% | 1 | -0.46% |
| CRH SHORT2026-09-24 | -0.47% | 1 | -0.44% |
| XOM2026-09-15 | -2.88% | 10 | 1.82% |
| PTEN2026-09-14 | -15.30% | 11 | 2.71% |
| UPST SHORT2026-09-10 | 6.44% | 15 | -0.43% |
| ET2026-09-10 | -7.34% | 15 | 0.43% |
| CCL SHORT2026-09-10 | 0.67% | 15 | -0.46% |
| ATI2026-09-09 | -9.85% | 16 | 2.88% |
| COP2026-09-04 | -5.42% | 21 | 1.76% |
| BWA2026-09-04 | -6.60% | 21 | 2.92% |
| GNW2026-09-03 | -9.33% | 22 | 0.58% |
| CF2026-09-03 | -17.27% | 22 | 0.56% |
| CVX2026-09-02 | -2.87% | 23 | 2.85% |
| AES2026-09-01 | 0.81% | 24 | 2.15% |
| PR2026-08-28 | -7.92% | 28 | 0.84% |
| WING SHORT2026-08-26 | 11.98% | 30 | -0.45% |
| JOBY SHORT2026-08-26 | 11.98% | 30 | -0.45% |
| RUN SHORT2026-08-12 | 21.87% | 44 | -0.44% |
| APA2026-08-11 | 5.56% | 45 | 2.78% |
| MAR2026-08-07 | -1.70% | 49 | 3.18% |
| FDX2026-08-07 | -8.92% | 49 | 2.92% |
| MT2026-08-04 | -4.09% | 52 | 3.14% |
| LXP2026-07-24 | -0.36% | 63 | 3.52% |
| PBF2026-07-22 | 10.11% | 65 | 2.46% |
| EOG2026-07-22 | -3.37% | 65 | 3.04% |
| VLO2026-07-16 | 31.50% | 71 | 3.50% |
| AAPL2026-07-16 | 4.07% | 71 | 3.22% |
| PAA2026-07-15 | 5.25% | 72 | 0.44% |
| PSX2026-07-14 | 28.55% | 73 | 3.45% |
| MPC2026-07-10 | 37.82% | 77 | 3.46% |
| GGB2026-07-07 | 16.69% | 80 | 3.66% |
| DINO2026-07-07 | 43.62% | 80 | 3.44% |
| XPEV SHORT2026-06-15 | 29.62% | 102 | -0.43% |
| INTC2026-05-26 | 0.74% | 122 | 11.91% |
| NOK2026-05-22 | -29.32% | 126 | 2.47% |
| TER2025-10-16 | 181.09% | 344 | 2.25% |
Net Pro exposure after component offsets. Entry date is the first session of the current uninterrupted long or short exposure; additions and trims keep that date. P/L is the direction-adjusted price change from that entry-open reference, excluding resizing, costs and carry. It is not a cost-basis or account return. Historical reference prices use the authenticated Pro model series. Holding days are calendar days; entry day is zero.
Top Ranks
| Rank / Ticker | Status | P/L % | Hold (days) |
|---|---|---|---|
| 1 TER | OPEN | 181.09% | 344 |
| 2 ASML | CLOSED | -1.56% | 74 |
| 3 CIEN | CLOSED | 443.48% | 287 |
| 4 BB | NOT HELD | — | — |
| 5 TXN | NOT HELD | — | — |
| 6 THC | NOT HELD | — | — |
| 7 GGB | OPEN | 16.69% | 80 |
| 8 BTC-USD | NOT HELD | — | — |
| 9 INTC | OPEN | 0.74% | 122 |
| 10 FTI | NOT HELD | — | — |
| 11 TEX | NOT HELD | — | — |
| 12 SOL-USD | NOT HELD | — | — |
| 13 STT | CLOSED | 3.28% | 61 |
| 14 IVZ | NOT HELD | — | — |
| 15 A | CLOSED | 6.38% | 29 |
| 16 BEN | CLOSED | -2.95% | 34 |
| 17 KMX | CLOSED | 8.04% | 57 |
| 18 PFG | CLOSED | -7.42% | 55 |
| 19 CAR | NOT HELD | — | — |
| 20 ATI | OPEN | -9.85% | 16 |
| 21 SCCO | CLOSED | -5.05% | 71 |
| 22 AMD | CLOSED | 14.39% | 95 |
| 23 WBD | NOT HELD | — | — |
| 24 FDX | OPEN | -8.92% | 49 |
| 25 ZION | CLOSED | -0.77% | 99 |
| 26 BFH | NOT HELD | — | — |
| 27 MAS | CLOSED | 3.07% | 78 |
| 28 FCX | CLOSED | 5.67% | 12 |
| 29 LTC-USD | NOT HELD | — | — |
| 30 MT | OPEN | -4.09% | 52 |
| 31 PRU | NOT HELD | — | — |
| 32 EXPE | CLOSED | -16.65% | 17 |
Top Ranks shows Pro’s daily ranking universe. Other Pro components use separate selection rules. Status, P/L and Hold refer to the combined net Pro exposure. A high rank is context, not a buy instruction. When not held, only exposure exits within the last 200 days are shown; otherwise the trade fields show a dash.
— means no trade observation. CLOSED P/L and hold refer to the last recorded exit; OPEN refers to the current position.
Completed Trades
Trade dates below show when each hypothetical model action occurred. History: 2026-09-17 through 2026-09-25. Do not repeat completed actions.
| Trade date / Action | Position / Reason | Price / P/L | Size / Hold |
|---|---|---|---|
| 2026-09-24SHORTSignal | WYNNNet exposure opened | $81.01 ref.Price P/L — | 0.43%Hold 0 daysPosition entry 2026-09-24 |
| 2026-09-24COVERSignal | TTDNet exposure closed | $12.75 ref.Price P/L 5.27% | 0.41%Hold 43 daysPosition entry 2026-08-12 |
| 2026-09-24COVERSignal | STLANet exposure closed | $4.67 ref.Price P/L 20.71% | 0.39%Hold 71 daysPosition entry 2026-07-15 |
| 2026-09-24SHORTSignal | RCLNet exposure opened | $234.30 ref.Price P/L — | 0.45%Hold 0 daysPosition entry 2026-09-24 |
| 2026-09-24BUYSignal | PBR-ANet exposure opened | $19.22 ref.Price P/L — | 0.43%Hold 0 daysPosition entry 2026-09-24 |
| 2026-09-24SHORTSignal | NCLHNet exposure opened | $14.01 ref.Price P/L — | 0.44%Hold 0 daysPosition entry 2026-09-24 |
| 2026-09-24COVERSignal | LINet exposure closed | $11.98 ref.Price P/L 5.26% | 0.45%Hold 43 daysPosition entry 2026-08-12 |
| 2026-09-24SHORTSignal | CRHNet exposure opened | $84.64 ref.Price P/L — | 0.43%Hold 0 daysPosition entry 2026-09-24 |
| 2026-09-24COVERSignal | APPNet exposure closed | $315.50 ref.Price P/L -2.01% | 0.47%Hold 29 daysPosition entry 2026-08-26 |
| 2026-09-22SELLSignal | CAHNet exposure closed | $227.17 ref.Price P/L -6.90% | 0.27%Hold 47 daysPosition entry 2026-08-06 |
| 2026-09-21SELLSignal | UBSNet exposure closed | $51.47 ref.Price P/L -4.30% | 0.27%Hold 20 daysPosition entry 2026-09-01 |
| 2026-09-18SELLSignal | ZIONCore signal: Trend breakdown signal | $65.80 ref.Price P/L -0.77% | 3.00%Hold 99 daysPosition entry 2026-06-11 |
| 2026-09-17SELLSignal | SNOWNet exposure closed | $334.00 ref.Price P/L 1.10% | 0.31%Hold 20 daysPosition entry 2026-08-28 |
| 2026-09-17SELLSignal | BNYCore signal: Trend breakdown signal | $154.52 ref.Price P/L -5.81% | 3.06%Hold 22 daysPosition entry 2026-08-26 |
System Pulse
| Window | Closed / Win | Avg P/L / Hold | Open / P/L / Hold |
|---|---|---|---|
| 30 days | 25 closedWin 52.00% | -0.26%43 days | 20 open · -3.25%15 days |
| 100 days | 79 closedWin 48.10% | 0.43%45 days | 35 open · 3.47%36 days |
| 200 days | 172 closedWin 44.19% | 3.53%44 days | 38 open · 3.23%42 days |
Continuous net exposure episodes: an exit or side reversal closes an episode. Closed columns cover exits within each calendar-day window; open columns cover current episodes no older than that window. Price P/L excludes resizing, fees and short carry; these are signal diagnostics, not realized portfolio returns.
Vintage Review · Upstream Pro Source
| Vintage / account | One-day change | Cash | Holdings |
|---|---|---|---|
| 2016 | -0.84% | 16.95% | 13 |
| 2017 | -0.94% | 21.09% | 12 |
| 2018 | -0.94% | 18.57% | 13 |
| 2019 | -0.81% | 16.42% | 13 |
| 2020 | -1.18% | 16.34% | 13 |
| 2021 | -0.98% | 17.74% | 12 |
| 2022 | -0.92% | 7.54% | 15 |
| 2023 | -0.29% | 17.62% | 22 |
| 2024 | -0.19% | 26.79% | 14 |
| 2025 | -0.38% | 16.49% | 17 |
| Selected source | -0.93% | 21.07% | 12 |
Model Notes
Pro combines the core model with staged long and long/short components.
Upstream vintage accounts are monitored before the final Pro portfolio is formed. They are research inputs, not separate customer portfolios.
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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