S&M
Private performance dashboardTracking Algo 4.0 for a small circle of friends.

A clean, honest view into how the S&M portfolios are really performing.

A clear, data-driven look at how the strategy performs without the noise, bias, or hand-waving.

+72.0% · Algo 4.0 gain (2025)
+27.48% · SPY/QQQ benchmark
+44.52% · Outperformance vs market

Built for education & accountability, not financial advice. Numbers shown are real results from live and simulated trades run through your scripts.

Algo 4.0 total gain (2025)
+72.0%

If you put $100 into each of the Top 10 recommendations.

SPY/QQQ benchmark (2025)
+27.48%

Same capital split across SPY and QQQ instead.

Outperformance vs market
+44.52%

How much Algo 4.0 beat SPY/QQQ over the same period.

What is Algo 4.0?

Algo 4.0 scans a universe of 500+ U.S. equities and ranks them on momentum, trend strength, and volatility. It outputs the Top 10 highest-conviction ideas, then tracks performance over time so you can see how the ruleset behaves through rallies, chop, and drawdowns.

What you'll see inside the dashboard

PERFORMANCE

Performance

Clean equity curves for the S&M portfolio and benchmarks; plus YTD, since-inception, and rolling 3-month returns.

Everything benchmarked against SPY and QQQ so you can see if it's worth the effort.

RISK & DISCIPLINE

Risk & discipline

Win rate, average return per trade, max drawdown, and biggest losing streak so you don't lie to yourself.

Helps you decide position size and whether to keep running the algo.

TRADE LOG

Trade log

Eventually: ticker-level history, screenshots, tags (A-grade vs B-grade setups), and notes on psychology.

Designed so every friend can audit results without needing your spreadsheets.

Disclaimer: Past performance is not indicative of future results. This dashboard is for educational and accountability purposes only and does not constitute investment advice. You are responsible for your own trading decisions.

© 2025 S&M Investing · Built by Michael O'Shaughnessy · For friends & educational purposes only.