The Call Sheet

ENTRY = closing price the first trading day after each call (static cost basis). LAST = live price via a third-party market feed, auto-refreshed. YTD measures from the first close of the calendar year. Closed positions show the realized return at exit. Click a column header to sort.

BASKETS are valued as an index: 100 = the close on the call date, the published weights held buy-and-hold in USD. The AI-Science Basket's holdings, weights and per-name returns are on its live tracker.

THE BEP CALL INDEX is one equal-weight line for every call on this sheet, the AI-Science Basket counted as a single call. Each call joins at its entry close with an equal share of the index; holdings then ride their prices, and every new call (or exit) re-splits the index equally across the calls then open. Closed calls leave at their exit-date close. The index and the SPY, QQQ and SMH lines use split- and dividend-adjusted daily closes, so unlike the table they include dividends, and each line is rebased to 0% at the start of the selected window. CALLS AHEAD OF SPY compares each call's adjusted return from its entry close with SPY's over the same dates. The index is a hypothetical record computed from published calls, not a fund or actual trading results.

Disclosures — important, please read

BEP Research publishes investment research and opinion for informational and educational purposes only. Nothing here is investment advice, a recommendation, or an offer or solicitation to buy or sell any security. "Calls" reflect the thesis of a published article as of the date shown and are tracked for transparency; they are not a model portfolio, trade signals, or personalized advice.

Returns are illustrative and derived from third-party closing prices, which may be delayed, incomplete, or contain errors; they exclude dividends, fees, taxes, and slippage, and do not represent actual trading results. Past performance is not indicative of future results. Ben Pouladian and/or BEP Research may hold positions in securities mentioned. Do your own research and consult a licensed financial advisor before making any investment decision.