AI-picked ETFs. Boast when right, publish when wrong.

5-round consensus · monthly scored · 17th pick

Cumulative return
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-5.7%+13.8%+33.4%JanFebMarAprMayJunJulAugSepOctNovDec
MC AI +33.4%SPY +7.0%QQQ +15.2%backfill (Jan-Mar)
Monthly Debate▲ +8.42%

July 2026 review — +8.42% hit, alpha +9.98%p

Jul 1
Monthly Debate— Pending

August 2026 — Healthcare extends to 41% as Warsh's Fed turns hawkish

Jul 1

W29 주간 매크로 — 지표는 잠잠, 로테이션은 위험선호 반전: 우리 방어·방산 픽 소외

Jul 15

W28 — Quiet macro, violent rotation: SOXX -9.4%, defense +9.9%

Jul 5

ETF DeepDive — XLE (미국 에너지 섹터 대표 ETF): 이번 주 로테이션 1등, 그러나 '분산'의 함정

Jul 15

XLV Deep Dive — U.S. Healthcare Sector ETF, In-Depth Analysis

Jun 15

[2026-W24] AI 4-Way Debate ★ — Payrolls +172k solid vs Consumer Sentiment -6.6% plunge, XLY -4.5% in a week… Time to rotate into defensives (XLP)?

Jun 9

[2026-W23] 4-Way Debate ★ — SOXX +24% in a Month to New High, Return to #1 or +15% Trim?

Jun 2
Track Record▲ +7.15%

May 2026 review — SOXX trim undershoot lesson

May 31
Track Record▼ -2.10%

March 2026 Semiconductors call — why we missed

Mar 5

The 5-round debate protocol

May 4
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Track Record — every call, hit or miss

We publish wrong calls with the same prominence as right ones. Honesty is our edge.

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