DAILY BRIEFING · TUESDAY, MARCH 18, 2025
Since the first position was opened on January 7, 2014, our flagship Tactical Alpha portfolio has compounded at +387% cumulative — measured against the S&P 500's +211% over the same window, in a continuous, audited series. Below is the ledger, the methodology, and the open book.
SECTION I · THE TEAR SHEET
One hundred and thirty-two consecutive months of audited results. Every figure below is reproduced from the Mainstreet Trading Audits, LLC attestation letter dated February 14, 2025; the complete audit PDF (14 pages, 2.1MB) is available on request to verified wire-house and institutional addresses.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | +1.2 | +3.1 | +2.4 | -0.8 | +2.7 | +1.9 | +0.4 | +3.6 | -1.2 | +4.1 | +2.0 | -0.5 | +19.8 |
| 2015 | +2.8 | +1.4 | -0.9 | +3.2 | +0.7 | -1.6 | +4.4 | -2.3 | +1.1 | +2.9 | +0.3 | +1.8 | +14.6 |
| 2016 | -2.1 | +0.6 | +5.7 | +1.3 | +2.4 | -0.8 | +3.9 | +0.7 | +2.2 | -1.4 | +4.6 | +2.1 | +21.4 |
| 2017 | +3.4 | +2.8 | +1.6 | +2.0 | +1.9 | +0.8 | +2.7 | +1.1 | +3.2 | +2.4 | +1.0 | +2.6 | +29.7 |
| 2018 | +3.1 | -2.7 | -1.4 | +0.6 | +1.3 | +0.4 | +2.1 | +2.8 | +0.9 | -3.6 | -2.1 | -7.8 | -9.1 |
| 2019 | +6.4 | +2.7 | +3.8 | +1.5 | -2.4 | +4.1 | +2.0 | +0.8 | +1.6 | +2.2 | +3.0 | +1.7 | +34.2 |
| 2020 | +1.8 | -3.2 | -12.4 | +9.7 | +5.6 | +3.4 | +6.1 | +8.4 | -2.0 | +4.7 | +11.2 | +7.2 | +47.9 |
| 2021 | +3.9 | +2.1 | +1.8 | +4.6 | +1.0 | +2.4 | +0.7 | +3.2 | -2.4 | +5.1 | +0.6 | +2.8 | +30.4 |
| 2022 | -3.7 | +1.4 | +2.9 | -4.1 | +0.8 | -1.3 | +5.2 | -1.7 | -3.4 | +4.6 | +2.1 | -0.4 | +2.0 |
| 2023 | +4.8 | -1.6 | +0.9 | +2.7 | +3.4 | +2.1 | +1.8 | -0.9 | +1.5 | -2.2 | +5.3 | +3.7 | +24.6 |
| 2024 | +2.4 | +3.9 | +1.7 | -1.2 | +3.6 | +2.0 | +4.4 | +1.1 | +2.8 | +0.7 | +4.2 | +1.5 | +31.6 |
| 11-yr aggregate | +387.4% cumulative · 16.7% CAGR · against S&P 500 +211.0% over identical window | ||||||||||||
Returns are net of commissions and a 0.25% monthly management fee modeled for the simulation; they exclude the slippage reserves currently in place for live Tactical Alpha premium members. Hypothetical or simulated performance has inherent limitations; audited live track record provided by Mainstreet Trading Audits, LLC. Past performance is not indicative of future results.
SECTION II · OPEN BOOK
Four open positions, disclosed in full per the brand's published four-number discipline: entry, target, stop, and a time-stamped exit review on every closed trade. 96.4% of alerts since 2019 carry all four data points within four minutes of action.
Positions are live as of the Tuesday editorial cut (09:34 ET). Closed positions and the full exit log — including timestamp, slippage, and realized P/L per trade — appear in the daily briefing and the Premium dashboard.
SECTION III · THE DESK
The editorial team: 11 former Series 7/63/24 licensed, 4 CFA charterholders, 2 former prop-firm traders, 2 former sell-side equity research desks, collectively 112 years across buy- and sell-side institutions.
CO-FOUNDER · SENIOR ANALYST
Series 7, 24, 63 · 18 years on the Goldman Sachs equity desk (New York, 2006–2014)
Holds the master decision on every Tactical Alpha position. Writes the lead thesis in the Daily Briefing every Tuesday and Friday. Maintains the proprietary T-I Volatility Score and signs off on each audit response.
CO-FOUNDER · PRODUCT LEAD
Former Bloomberg terminal product lead · 14 years across buy-side product, ex-Man Group
Runs the research and screen publication pipeline that ships 9,700+ model portfolios. Reviews every alert before distribution to make sure the four-number discipline (entry, target, stop, exit) is intact and timestamped.
SENIOR ANALYST · EQUITY
CFA charterholder · 11 years at Citadel Global Equities (Chicago, 2013–2024) · Series 7, 63
Leads the single-name equity research desk. Built the 7,200-ticker daily T-I Volatility Score application now licensed by 41 hedge funds and 9 university endowment programs. Author of the Friday options-income overlay.
SECTION IV · HOW WE GET FROM SCREEN TO EXIT
Every position begins in the same funnel and closes under the same discipline. The rules are written down, they don't change on a Wednesday, and they don't move when a name is in the news.
Every session, the proprietary T-I Volatility Score is applied to 7,200+ tickers across equity, ETF, and FX universes. The score ranks each instrument on realized vol, implied vol, term-structure skew, and event-risk proximity. Anything above the 80th percentile is on watch.
Position size is set inversely to the score's annualized volatility estimate so no single name can move the portfolio more than its risk budget allows. We never override the model on a single-name basis.
Entries are fired within four minutes of the alert and ship with the published price and timestamp. 96.4% of alerts since 2019 include all four data points within that window.
Every position carries a hard stop, no exceptions. A breach of the stop closes the position; an analyst's conviction does not override it. The audit log records the discipline even on the bad weeks.
Closes are published with timestamp, slippage, and realized P/L. The full log — every win and every loss — is in the Premium dashboard and the annual Mainstreet Trading Audits, LLC attestation.
Underlying positions names are illustrative as of the editorial cut. Past performance is not indicative of future results. This is general market commentary, not personalized financial planning.
THE BOTTOM LINE
+387%
Cumulative Tactical Alpha return, Jan 1 2014 – Dec 31 2024
vs. S&P 500 +211% over identical window · audited by Mainstreet Trading Audits, LLC
96.4%
Alerts published with all four data points within four minutes
Entry · target · stop · time-stamped exit · measured since 2019
14yrs
Continuously audited tactical research, in operation
Founded 2014 in Miami · still independently owned · no paid placement of coverage
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