A research experiment

A rules-based strategy. Weighed for three decades.

Three filters. Five to seven names, chosen once each April and held for the year. The rulebook, the twenty-nine-year record, and the live ledger — all published, in full.

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Mīzān Since 1 Apr 2025 S&P 500 benchmark Same period
Weighing, live
The premise
The mīzān is a system of measurement that produces decisions. The operator does not overrule the scales. They are set; one reads what they say.
29-year backtest
+70.30% CAGR
Concentrated rule, 1996–2024 · backtested — read the caveats
First live year
+68.92%
Real money, Apr 2025 → Apr 2026 · S&P 500 +16.80% over the same window
Independently verified
4th · $1M+ stock division
U.S. Investing Championship (Money Manager Verified Ratings), +22.7% YTD — as published by the organiser, 30 Apr 2026 · live standings →

Three ways to read the experiment.

Updated ·