How we count the record.
A plain-English explanation of what counts as a pick, how we price them, how AltIndex attribution works, and what the numbers on this site do and don't show.
What counts as a pick
A "pick" is any stock we framed constructively in a 2026 edition of Stocks & Income: a Stock of the Day, a buy-side setup, a bullish thesis, or a name we flagged as an opportunity. Neutral mentions, risk callouts, and stocks we covered negatively do not appear on this page as picks.
Every ticker shown was hand-curated against each edition it appeared in. If the same stock was covered on multiple dates, only the first constructive mention counts. We don't double-count re-runs.
How returns are calculated
For each pick, the "price at coverage" is the adjusted closing price on the date the edition was published. If that date fell on a weekend or market holiday, we use the next trading day's close. The "latest close" is the most recent adjusted close from Yahoo Finance as of the timestamp in the footer.
Returns are price-only and do not include dividends received while held. They are split- and dividend-adjusted by the data provider, which means historical prices reflect corporate actions but the percentage shown does not add back cash dividend income. Returns are also before any transaction costs, spreads, or taxes you'd incur in a real account.
"Days held" is simply the number of calendar days between the coverage date and the latest close. It is not a trading-day count and it is not a recommended holding period. We do not issue sell signals on this page.
AltIndex attribution
For each pick we tag an AltIndex attribution as either yes or no:
- Yes: the edition that covered this pick drew on AltIndex signal, a score, alternative-data callout, or AltIndex ranking that informed the thesis. Where the score is known, it's shown on the badge.
- No: the edition called the pick on fundamentals, valuation, thematic analysis, or a catalyst we saw elsewhere, without AltIndex input.
Attribution was done by hand, one pick at a time, against the edition that introduced each ticker. Every one of the 134 picks in the window is categorized. There is no "unknown" bucket. If a pick was genuinely borderline, we defaulted to no, which means the AltIndex stats on the case study page are if anything conservative.
Data sources
Editorial coverage dates are hand-compiled from the 2026 run of our newsletter, January 1 through the most recent trading day. Prices are pulled from Yahoo Finance's adjusted daily close via the public data feed. The pipeline refreshes three times per trading day during U.S. market hours, so the numbers on this page update throughout the day.
One note on RVI (Robinhood Ventures Fund): the ticker began trading after the coverage date shown on our site. For RVI, the "price at coverage" is the first available adjusted close after the IPO, not the coverage-date close. This is called out in the full track record row for that pick.
What the numbers don't show
This page tracks newsletter coverage, not a portfolio. We don't disclose position sizes (we don't maintain positions against the newsletter), we don't publish entry or exit prices beyond the coverage-date close, and we don't report drawdown between coverage and the current snapshot. A pick that's up today may have been down 20% in between; that volatility isn't visible here.
Hit rate and average return are calculated across every eligible pick in the window. We don't remove losers from the denominator, we don't reset the window to make the numbers look better, and we don't exclude picks that went sideways. The full list is sortable and filterable so you can audit the record yourself.
Compliance and what this is not
Stocks & Income is a publisher. The coverage tracked on this page is editorial commentary: not personalized investment advice, not a recommendation to buy or sell any security, and not an endorsement of any particular position size or holding period. We are not a registered investment advisor, broker-dealer, or licensed financial planner.
AltIndex is a separate service offered through Invested Inc., our parent company. Links on this site to AltIndex trials are affiliate links; a subscription started through them may benefit Invested Inc. commercially. Our editorial process stands on its own, but you deserve to know about the relationship.
Past performance does not guarantee future results. You should do your own research and, where appropriate, consult a licensed financial advisor before making investment decisions.
Corrections
If you spot an error (a misdated pick, a ticker mismatch, a miscalculated return), email us and we'll fix it and log the correction on this page. We take the accuracy of this record seriously.