LIVE INSTITUTIONAL LEDGER • SEC EDGAR AUDITED
Verdicts
Investment Verdicts & Accuracy Tracker
Real-time quantitative performance across all published AllWallSt equity dossiers. Multi-factor fundamental models, options open interest pinning, and secondary market valuations benchmarked point-in-time against S&P 500 (SPY).
Benchmark Anchor
SPY: $752.58
•
November 05, 2026
Active Universe
57
100% Verified Published Equities
Conviction Win Rate
56.0%
14 of 25 Buys & Sells Beat SPY / Profitable
Conviction Alpha Spread
+3.41%
Point-in-Time Excess vs. S&P 500
Conviction Profit Factor
1.81x
$1.81 Won per $1.00 Loss
Portfolio Simulator
Hypothetical Capital Performance vs. S&P 500
Invest per Call:
$
Total Capital Invested
$25,000
Equal-weighted across 25 conviction calls
AllWallSt Portfolio
$25,539
+2.15% Total Net Gain
S&P 500 Strategy
$24,686
-1.26% S&P 500 Return
Net Alpha vs. S&P 500
+$853
+3.41% Excess Spread over SPY
| Company ⇅ | Desk Lead | Verdict • Wall St ⓘ ⇅ | Date ⇅ | Initial ⇅ | Current ⇅ | Return ⓘ ⇅ | Alpha ⓘ ⇅ | Est. P&L ⓘ ⇅ | Brief |
|---|---|---|---|---|---|---|---|---|---|
|
AAPL
|
Maya Sterling
Tech & AI
|
HOLD
Wall St: Strong Buy
✓ REAFFIRMED
|
2026-11-02 | $344.63 | $349.30 | +1.36% |
+1.29%
vs SPY +0.1%
|
— (Hold) | |
|
ABBV
|
Dr. Julian Thorne
Healthcare
|
BUY
Wall St: Overweight
✓ REAFFIRMED
|
2026-10-30 | $290.79 | $301.14 | +3.56% |
+3.97%
vs SPY -0.4%
|
$+35.59 | |
|
ABT
|
Dr. Julian Thorne
Healthcare
|
SELL
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-21 | $99.66 | $116.64 | -17.04% (Drag) |
-14.38%
vs SPY -2.7%
|
$-170.38 | |
|
AMD
|
Maya Sterling
Tech & AI
|
BUY
Wall St: Overweight
✓ REAFFIRMED
|
2026-11-02 | $490.00 | $426.61 | -12.94% |
-13.00%
vs SPY +0.1%
|
$-129.37 | |
|
AMGN
|
Dr. Julian Thorne
Healthcare
|
HOLD
Wall St: Market Wt
✓ REAFFIRMED
|
2026-11-03 | $463.68 | $481.79 | +3.91% |
+4.14%
vs SPY -0.2%
|
— (Hold) | |
|
AMZN
|
Maya Sterling
Tech & AI
|
BUY
Wall St: Strong Buy
✓ REAFFIRMED
|
2026-11-05 | $266.03 | $261.20 | -1.82% |
-1.81%
vs SPY -0.0%
|
$-18.16 | |
|
ARKK
|
Arthur Montgomery
Macro & ETFs
|
SELL
Wall St: Unconstrained
✓ REAFFIRMED
|
2026-10-29 | $86.56 | $74.55 | +13.87% (Hedged) |
+16.06%
vs SPY -2.2%
|
$+138.75 | |
|
ARM
|
Maya Sterling
Tech & AI
|
HOLD
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-07 | $294.37 | $169.83 | -42.31% |
-39.14%
vs SPY -3.2%
|
— (Hold) | |
|
ASML
|
Maya Sterling
Tech & AI
|
HOLD
Wall St: Overweight
✓ REAFFIRMED
|
2026-11-02 | $1581.65 | $1402.02 | -11.36% |
-11.42%
vs SPY +0.1%
|
— (Hold) | |
|
AVGO
|
Maya Sterling
Tech & AI
|
HOLD
Wall St: Strong Buy
✓ REAFFIRMED
|
2026-10-23 | $321.68 | $306.98 | -4.57% |
-3.60%
vs SPY -1.0%
|
— (Hold) | |
|
BA
|
Devon Cross
Industrials & Defense
|
SELL
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-27 | $188.31 | $172.40 | +8.45% (Hedged) |
+10.67%
vs SPY -2.2%
|
$+84.49 | |
|
BAC
|
Elena Rostova
Financials
|
HOLD
Wall St: Overweight
✓ REAFFIRMED
|
2026-10-26 | $51.14 | $51.74 | +1.17% |
+2.84%
vs SPY -1.7%
|
— (Hold) | |
|
CARR
|
Alexander Sterling
Tech & AI
|
BUY
Wall St: Unconstrained
✓ REAFFIRMED
|
2026-11-03 | $55.37 | $54.99 | -0.69% |
-0.45%
vs SPY -0.2%
|
$-6.86 | |
|
CEG
|
Dr. Aris Thorne
Energy & Power
|
SELL
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-09 | $298.28 | $235.93 | +20.90% (Hedged) |
+24.24%
vs SPY -3.3%
|
$+209.03 | |
|
COIN
|
Alexander Sterling
Financials
|
HOLD
Wall St: Unconstrained
✓ REAFFIRMED
|
2026-11-02 | $137.83 | $140.69 | +2.08% |
+2.01%
vs SPY +0.1%
|
— (Hold) | |
|
COP
|
Silas Thorne
Energy & Power
|
BUY
Wall St: Market Wt
✓ REAFFIRMED
|
2026-11-04 | $135.95 | $140.39 | +3.27% |
+5.12%
vs SPY -1.9%
|
$+32.66 | |
|
CRWD
|
Maya Sterling
Tech & AI
|
HOLD
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-23 | $257.57 | $220.88 | -14.24% |
-13.27%
vs SPY -1.0%
|
— (Hold) | |
|
CRWV
|
Maya Sterling
Tech & AI
|
HOLD
Wall St: Unconstrained
✓ REAFFIRMED
|
2026-10-13 | $77.81 | $44.33 | -43.03% |
-39.76%
vs SPY -3.3%
|
— (Hold) | |
|
EQIX
|
Arthur Montgomery
Macro & ETFs
|
SELL
Wall St: Market Wt
✓ REAFFIRMED
|
2026-11-01 | $1013.70 | $1011.16 | +0.25% (Hedged) |
+0.67%
vs SPY -0.4%
|
$+2.51 | |
|
FCX
|
Evander Cole
Materials
|
HOLD
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-14 | $69.56 | $58.61 | -15.74% |
-13.53%
vs SPY -2.2%
|
— (Hold) | |
|
FSLR
|
Alexander Sterling
Tech & AI
|
BUY
Wall St: Unconstrained
✓ REAFFIRMED
|
2026-11-04 | $194.51 | $189.47 | -2.59% |
-0.74%
vs SPY -1.9%
|
$-25.91 | |
|
GE
|
Devon Cross
Industrials & Defense
|
HOLD
Wall St: Overweight
✓ REAFFIRMED
|
2026-10-20 | $311.28 | $322.48 | +3.60% |
+5.74%
vs SPY -2.1%
|
— (Hold) | |
|
GOOGL
|
Maya Sterling
Tech & AI
|
HOLD
Wall St: Strong Buy
✓ REAFFIRMED
|
2026-10-28 | $324.15 | $285.74 | -11.85% |
-9.29%
vs SPY -2.6%
|
— (Hold) | |
|
GS
|
Elena Rostova
Financials
|
HOLD
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-19 | $882.35 | $893.59 | +1.27% |
+3.09%
vs SPY -1.8%
|
— (Hold) | |
|
HD
|
Chloe Sinclair
Consumer & Retail
|
BUY
Wall St: Overweight
✓ REAFFIRMED
|
2026-10-31 | $329.20 | $356.36 | +8.25% |
+8.67%
vs SPY -0.4%
|
$+82.50 | |
|
HON
|
Devon Cross
Industrials & Defense
|
SELL
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-22 | $215.15 | $223.63 | -3.94% (Drag) |
-2.45%
vs SPY -1.5%
|
$-39.41 | |
|
INTC
|
Maya Sterling
Tech & AI
|
SELL
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-28 | $94.03 | $53.75 | +42.84% (Hedged) |
+45.39%
vs SPY -2.6%
|
$+428.37 | |
|
IREN
|
Marcus Wolfe
Forensics & Quants
|
HOLD
Wall St: Unconstrained
✓ REAFFIRMED
|
2026-10-08 | $35.73 | $19.17 | -46.35% |
-43.59%
vs SPY -2.8%
|
— (Hold) | |
|
ISRG
|
Dr. Julian Thorne
Healthcare
|
HOLD
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-19 | $432.10 | $481.15 | +11.35% |
+13.17%
vs SPY -1.8%
|
— (Hold) | |
|
JNJ
|
Dr. Julian Thorne
Healthcare
|
BUY
Wall St: Overweight
✓ REAFFIRMED
|
2026-11-03 | $269.92 | $280.89 | +4.06% |
+4.30%
vs SPY -0.2%
|
$+40.64 | |
|
JPM
|
Elena Rostova
Financials
|
HOLD
Wall St: Overweight
✓ REAFFIRMED
|
2026-10-28 | $339.30 | $348.56 | +2.73% |
+5.28%
vs SPY -2.6%
|
— (Hold) | |
|
KO
|
Chloe Sinclair
Consumer & Retail
|
HOLD
Wall St: Overweight
✓ REAFFIRMED
|
2026-10-26 | $92.30 | $96.86 | +4.94% |
+6.61%
vs SPY -1.7%
|
— (Hold) | |
|
LLY
|
Dr. Julian Thorne
Healthcare
|
HOLD
Wall St: Strong Buy
✓ REAFFIRMED
|
2026-10-13 | $1166.51 | $1450.90 | +24.38% |
+27.65%
vs SPY -3.3%
|
— (Hold) | |
|
LMT
|
Devon Cross
Industrials & Defense
|
BUY
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-30 | $636.95 | $601.08 | -5.63% |
-5.22%
vs SPY -0.4%
|
$-56.32 | |
|
MA
|
Elena Rostova
Financials
|
SELL
Wall St: Overweight
✓ REAFFIRMED
|
2026-10-29 | $636.16 | $676.65 | -6.36% (Drag) |
-4.18%
vs SPY -2.2%
|
$-63.65 | |
|
MCD
|
Chloe Sinclair
Consumer & Retail
|
BUY
Wall St: Market Wt
✓ REAFFIRMED
|
2026-11-04 | $275.95 | $280.95 | +1.81% |
+3.67%
vs SPY -1.9%
|
$+18.12 | |
|
META
|
Marcus Wolfe
Forensics & Quants
|
HOLD
Wall St: Strong Buy
✓ REAFFIRMED
|
2026-10-21 | $694.25 | $601.56 | -13.35% |
-10.70%
vs SPY -2.7%
|
— (Hold) | |
|
MS
|
Elena Rostova
Financials
|
HOLD
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-27 | $186.38 | $188.71 | +1.25% |
+3.47%
vs SPY -2.2%
|
— (Hold) | |
|
MSFT
|
Maya Sterling
Tech & AI
|
HOLD
Wall St: Strong Buy
✓ REAFFIRMED
|
2026-10-29 | $524.22 | $544.64 | +3.90% |
+6.08%
vs SPY -2.2%
|
— (Hold) | |
|
MSTR
|
Marcus Wolfe
Forensics & Quants
|
HOLD
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-08 | $151.47 | $132.68 | -12.41% |
-9.65%
vs SPY -2.8%
|
— (Hold) | |
|
NFLX
|
Maya Sterling
Tech & AI
|
HOLD
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-19 | $70.53 | $65.94 | -6.51% |
-4.69%
vs SPY -1.8%
|
— (Hold) | |
|
NVDA
|
Maya Sterling
Tech & AI
|
HOLD
Wall St: Strong Buy
✓ REAFFIRMED
|
2026-10-29 | $213.66 | $189.16 | -11.47% |
-9.29%
vs SPY -2.2%
|
— (Hold) | |
|
ORCL
|
Maya Sterling
Tech & AI
|
HOLD
Wall St: Overweight
✓ REAFFIRMED
|
2026-10-08 | $141.47 | $118.75 | -16.06% |
-13.30%
vs SPY -2.8%
|
— (Hold) | |
|
PFE
|
Dr. Julian Thorne
Healthcare
|
BUY
Wall St: Market Wt
✓ REAFFIRMED
|
2026-11-03 | $30.67 | $31.35 | +2.22% |
+2.45%
vs SPY -0.2%
|
$+22.17 | |
|
PG
|
Chloe Sinclair
Consumer & Retail
|
HOLD
Wall St: Overweight
✓ REAFFIRMED
|
2026-10-22 | $156.84 | $169.61 | +8.14% |
+9.63%
vs SPY -1.5%
|
— (Hold) | |
|
PLTR
|
Maya Sterling
Tech & AI
|
HOLD
Wall St: Overweight
✓ REAFFIRMED
|
2026-10-22 | $200.66 | $158.04 | -21.24% |
-19.75%
vs SPY -1.5%
|
— (Hold) | |
|
QCOM
|
Alexander Sterling
Tech & AI
|
BUY
Wall St: Market Wt
✓ REAFFIRMED
|
2026-11-05 | $157.63 | $157.48 | -0.10% |
-0.09%
vs SPY -0.0%
|
$-0.95 | |
|
RTX
|
Devon Cross
Industrials & Defense
|
HOLD
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-20 | $190.56 | $198.14 | +3.98% |
+6.12%
vs SPY -2.1%
|
— (Hold) | |
|
SCHW
|
Elena Rostova
Financials
|
BUY
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-16 | $92.40 | $93.33 | +1.01% |
+2.40%
vs SPY -1.4%
|
$+10.06 | |
|
SLB
|
Silas Thorne
Energy & Power
|
HOLD
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-23 | $53.16 | $51.25 | -3.59% |
-2.62%
vs SPY -1.0%
|
— (Hold) | |
|
SMCI
|
Marcus Wolfe
Tech & AI
|
SELL
Wall St: Unconstrained
✓ REAFFIRMED
|
2026-11-05 | $27.37 | $27.30 | +0.26% (Hedged) |
+0.26%
vs SPY -0.0%
|
$+2.56 | |
|
SNOW
|
Marcus Wolfe
Forensics & Quants
|
HOLD
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-09 | $368.89 | $272.97 | -26.00% |
-22.66%
vs SPY -3.3%
|
— (Hold) | |
|
TSLA
|
Marcus Wolfe
Forensics & Quants
|
SELL
Wall St: Strong Buy
✓ REAFFIRMED
|
2026-10-21 | $386.85 | $348.46 | +9.92% (Hedged) |
+12.58%
vs SPY -2.7%
|
$+99.24 | |
|
TSM
|
Alexander Sterling
Tech & AI
|
BUY
Wall St: Strong Buy
✓ REAFFIRMED
|
2026-10-15 | $430.00 | $368.61 | -14.28% |
-11.79%
vs SPY -2.5%
|
$-142.77 | |
|
TXN
|
Marcus Wolfe
Tech & AI
|
BUY
Wall St: Market Wt
✓ REAFFIRMED
|
2026-10-31 | $300.84 | $296.53 | -1.43% |
-1.02%
vs SPY -0.4%
|
$-14.33 | |
|
V
|
Elena Rostova
Financials
|
HOLD
Wall St: Overweight
✓ REAFFIRMED
|
2026-10-27 | $401.02 | $437.64 | +9.13% |
+11.35%
vs SPY -2.2%
|
— (Hold) | |
|
XOM
|
Silas Thorne
Energy & Power
|
HOLD
Wall St: Overweight
✓ REAFFIRMED
|
2026-10-30 | $185.78 | $172.49 | -7.15% |
-6.74%
vs SPY -0.4%
|
— (Hold) |
Showing all 57 covered equities • Self-Managing Capacity Active
ⓘ Performance Ledger Methodology & Terminology Guide
Long & Short Return Mechanics
• BUY / HOLD: Evaluates directional appreciation. Positive return when the stock rises, negative when it declines.
• SELL (Hedged vs Drag): Evaluates capital preservation. When a SELL-rated stock falls, the avoided loss is credited as +(Hedged). If a SELL-rated stock rallies, the missed upside is recorded as -(Drag).
Alpha Spread & S&P 500 Benchmark
• Point-in-Time Alpha: Measures net outperformance against the SPDR S&P 500 ETF (SPY) over the exact identical holding period from call date to live tape.
• Conviction Only: Filters to decisive directional recommendations (BUY & SELL), excluding neutral baseline allocations (HOLD).
Benchmark Gravity & Wall Street Consensus
• The Career-Risk Mandate: Quantifies passive index weight pressure on sell-side Wall Street analysts. Mega-caps (> $1.0T, e.g., MSFT, NVDA, AAPL) command Maximum Gravity (~5%–10% SPY), where institutional funds face severe benchmark tracking penalties if underweight, forcing consensus ‘Strong Buy’ ratings regardless of Free Cash Flow yield.
• Independent Conviction: Reflects unconstrained fundamental cash flow, ROIC hurdles, and forensic accounting scrutiny (Alexander Sterling & Marcus Wolfe) unburdened by benchmark conformity.
Revisit Cycles & Regulatory Audits
• Quarterly SEC Revisit: Covered positions are audited upon every Form 10-Q / 10-K filing to re-verify capital allocation, balance-sheet leverage, and thesis continuity.
• Horizon: Conviction horizons span 12–18 months for core compounders and 6–12 months for tactical market-structure setups.
Institutional Governance Protocol: All ratings represent multi-factor fundamental audits and dealer options gamma pinning models conducted under the AllWallSt charter. Initial prices reflect closing market prices on the date of initial publication. Performance and Alpha spreads are measured point-in-time against the SPDR S&P 500 ETF Trust (SPY). Ratings on covered equities are revisited quarterly upon official SEC Form 10-Q/10-K filings or immediately upon material Form 8-K disclosures. Past performance does not guarantee future results.