Best Company of the Year
A 20-year annual-winner study: select the prior calendar year's strongest available S&P 500 company, hold it for the next year, and record the outcome beside SPY and QQQ.
2006-2025 annual observations
Model library
Focused research questions where the point is to show the full evidence, including the inconvenient parts.
A 20-year annual-winner study: select the prior calendar year's strongest available S&P 500 company, hold it for the next year, and record the outcome beside SPY and QQQ.
2006-2025 annual observations
A US$1,000,000 twenty-year paper record built around a US$10,000 monthly income reference: five equal high-income ETF sleeves tracking cash distributions, capital, overlap, tax classification, and drawdowns beside simple reference portfolios.
2026-2045 twenty-year paper testimony
A historical paper story that launches the same cash-secured-put idea in 2003, 2004, and 2005. Real market backdrops meet fictional trades, with an actual T-bill reserve for every possible assignment.
2003–2005 independent cohorts