Not financial advice. ThetaGrade is educational and informational only. Nothing here is a recommendation to buy or sell any security, and it is not tailored to anyone. Options involve substantial risk; read the OCC Characteristics and Risks of Standardized Options. Past performance does not guarantee future results. Methodology
Track Record
Hypothetical, rule-based record. Excludes costs, slippage and dividends. Nothing is ever deleted. All entries below are SAMPLE — the live record starts with the first published pick
Picks
5
Open
2
Avg return (all)
5.6%
Win rate (closed)
67%
| Ticker | Opened | Entry | Last/Exit | Return | Status | Method | Exit reason |
|---|---|---|---|---|---|---|---|
| MSFT | 2026-07-12 | $498 | $512 | 2.8% | open | v1.0 | |
| AVGO | 2026-08-02 | $302 | $345 | 14.2% | open | v1.0 | |
| UNH | 2026-06-14 | $302 | $338 (2026-09-20) | 11.9% | closed | v1.0 | Analyst turn: 3 net downgrades within 30 days |
| ADBE | 2026-06-28 | $384 | $351 (2026-09-13) | -8.6% | closed | v1.0 | Rating break: House Rating fell below 60 |
| HD | 2026-07-19 | $372 | $401 (2026-10-11) | 7.8% | closed | v1.0 | Time: 13-week review, not re-affirmed |
Method archive
When the method changes, the previous version’s scores are archived here unchanged (derived scores only), so past picks can be judged by the method in force at the time.
| Method | Week of | Superseded | A-list (cutoff) | Top 5 | CSP |
|---|---|---|---|---|---|
| v1.8 | 2026-10-19 | 2026-10-17 | MU, SNDK, NEM, NVDA, PM, BKNG, VRT, FIX, GOOGL, DXCM, PLTR, SYK, AVGO (66) | MU, SNDK, BKNG, VRT, GOOGL | MU, AVGO |
Full archived rows (249 scores) are kept in the repository.