 | MOUNT INFLECTION PRO |
Real company names; all decisions, ranks, gains, losses and allocations are made up to illustrate the layout. Example issue: October 2, 2026.
Signals · fictional example
Close the held quantity.
Signal 2026-10-02 · Effective 2026-10-05
Why: Momentum fade
Close the held quantity.
Signal 2026-10-02 · Effective 2026-10-05
Why: Short selection ended
Entry size 4.00% of the sizing base.
Signal 2026-10-02 · Effective 2026-10-05
Why: Positive momentum setup · persistence confirmation
Original setup September 28; persistence confirmed October 2.
Underlying trigger 2026-09-28
Entry size 1.50% of the sizing base.
Signal 2026-10-02 · Effective 2026-10-05
Why: Short-selection entry
Strategy stats · fictional example
1-day change +0.36% | 7-day change +1.42% |
YTD return +8.24% | YTD max drawdown -6.80% |
Illustrative numbers, not MI performance. Day: Oct 1–2 · 7 days: Sep 25–Oct 2 · YTD: Jan 2–Oct 2, 2026. These invented values do not represent a backtest or account and have no modeled cost or tax basis.
Holdings · fictional example
Illustrative close 2026-10-02. Largest holding weights first. Holding weight is current position value as a share of strategy-model equity.
Long holdings 103.50% − short holdings 12.50% + cash 9.00% ≈ 100% after rounding. Gross exposure can exceed 100%.
Long holdings · fictional example
Rank: Core is the main signal list; Trend is the trend list. Trend overlay is the long side of the long/short sleeve. Each list has its own #1; lower ranks are stronger within that list. A dash means no current rank.
| Rank | Company | Status | Price P/L / age | Holding weight |
|---|---|---|---|---|
| #7Core | AAPLApple Inc. | Long held | +46.80%140 days | 14.25% |
| #1Core | MSFTMicrosoft Corporation | Long held | +18.40%63 days | 12.40% |
| #1Trend | AMZNAmazon.com Inc. | Long held | +3.20%28 days | 10.60% |
| #12Core | GOOGLAlphabet Inc. | Long held | -4.10%14 days | 9.15% |
| #3Trend | METAMeta Platforms Inc. | Long held | +0.30%3 days | 8.80% |
| #2Core | NVDANVIDIA Corporation | Long held | -12.60%35 days | 8.20% |
| #24Core | COSTCostco Wholesale Corporation | Long held | +9.50%56 days | 7.60% |
| #8Trend | WMTWalmart Inc. | Long held | +27.10%92 days | 7.10% |
| #9Core | JPMJP Morgan Chase & Co. | Long held | -0.80%7 days | 6.80% |
| #6Trend overlay | VVisa Inc. | Long held | +2.75%21 days | 5.40% |
| #12Trend | MAMastercard Incorporated | Long held | -7.40%14 days | 4.55% |
| #38Core | UNHUnitedHealth Group Incorporated | Long held | +0.10%1 days | 3.90% |
| #6Core | DISWalt Disney Company (The) | Sell pending | +61.25%112 days | 2.80% |
| #27Trend | BTC-USDBitcoin | Long held | -1.90%3 days | 1.95% |
Short holdings · fictional example
Short rank: #1 leads the short-selection list. Lower ranks are stronger short candidates; a dash means no current rank.
| Rank | Company | Status | Price P/L / age | Holding weight |
|---|---|---|---|---|
| #1Short | TSLATesla Inc. | Short held | +8.40%21 days | 4.20% |
| #4Short | INTCIntel Corporation | Short held | -5.70%7 days | 3.50% |
| #9Short | PYPLPayPal Holdings Inc. | Cover pending | +19.20%35 days | 2.80% |
| #17Short | NKENike Inc. | Short held | +0.25%1 days | 2.00% |
Rank date 2026-10-02. Price P/L is since model entry, before costs and taxes; age is days held. Rank does not set position size. Holding weights change with prices and do not authorize resizing.
Pro sector balance
At 2026-10-02 close, before pending next-open signals. Percentages use total strategy-model equity. Long − Short + Cash = 100%; rounding may affect displayed totals.
| Sector | Long | Short | Net |
|---|---|---|---|
| Technology | 52.80% | 3.50% | 49.30% |
| Consumer Discretionary | 38.05% | 2.00% | 36.05% |
| Industrials | 0.00% | 7.00% | -7.00% |
| Finance | 6.80% | 0.00% | 6.80% |
| Health Care | 3.90% | 0.00% | 3.90% |
| Unclassified | 1.95% | 0.00% | 1.95% |
| Cash | 0.00% | 0.00% | 9.00% |
| Total | 103.50% | 12.50% | 100.00% |
Current model exposure. Sector labels use the 2026-10-17 company snapshot; unmapped names remain Unclassified. These weights do not instruct rebalancing.
From MI on YouTube
One entry per published video; cross-posts are combined. Latest-feed check incomplete; only verified published videos are listed. New uploads may be missing; check the MI YouTube channel for the latest list.
Reading this sample
18 example holdings and four example signals. Exits apply to held positions; new entries are separate. Holding weights are measured sizes, not rebalance instructions.
The companies are real; the selections and figures are fictional. This page contains no actual MI portfolio, subscriber instructions or brokerage results.
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