Stock Portfolio Strategy

EXCAVO Stocks

Data-driven US stock portfolio with full lifecycle management — entry, rebalance, exit — delivered directly to your Telegram

+19.3%

Per Year

Average annual return

+448%

Total Return

Since 2016

10-Year

Track Record

Net of fees & slippage

US StocksS&P 500 · Monthly rebalance · 22 positions
Total: +448%
Per Year: +19.3%
Max DD: -22.1%
Underwater: 15 mo
EXCAVOS&P 500START = 100
max drawdown -22.1%

How It Works

The strategy selects 22 stocks from the S&P 500 based on a rules-based ranking system that evaluates momentum, value, and quality factors. Each position is weighted between 2.22% and 6.67% of the portfolio — enough concentration to matter, enough diversification to manage risk.

Every month, approximately a third of the portfolio is refreshed. Stocks that no longer meet the criteria are replaced; those that still qualify remain. This gradual rotation avoids the whiplash of full portfolio turnover while keeping the portfolio aligned with current market conditions.

All results are shown net of estimated transaction costs and slippage. Drawdowns and losing years are displayed — 2018 and 2022 were negative. The strategy is transparent by design: every position change is timestamped and verifiable.

MarketUS Stocks (S&P 500)
Positions22 stocks
Weight range2.22–6.67% each
RebalanceMonthly (⅓ refreshed)
Max drawdown-22.1%
Longest underwater15 mo

Yearly Returns vs S&P 500

YearEXCAVOS&P 500
2026+41.0%+8.5%
2025+37.1%+14.6%
2024+31.2%+22.9%
2023+16.1%+18.7%
2022-5.3%-13.6%
2021+27.1%+30.1%
2020+9.7%+18.4%
2019+29.2%+21.5%
2018-8.4%-9.7%
2017+18.9%+19.6%
2016+0.1%+5.8%

22 S&P 500 names, 2.22–6.67% each, a third of the book refreshed every month.

How it works

Signal fires

New position or rebalance alert arrives in Telegram

Review the setup

Entry price, allocation weight, and rationale

Portfolio updates

Trailing stops, weight adjustments, rebalance alerts

Exit notification

Close position with full P&L breakdown

How We Measure

All returns are calculated net of estimated transaction costs and slippage. The strategy is tested over 10+ years of historical data, including drawdowns and slower years — 2018 (-8.4%) and 2022 (-5.3%) are shown honestly.

Benchmark comparison uses the S&P 500 total return index over the same period. Both curves start at 100 for direct comparison. Maximum drawdown (-22.1%) and longest underwater period (15 mo) are measured on the equity curve, not individual trades.

Setups are delivered via Telegram through @ExcavoPulseBot — the same bot that handles EXCAVO Pulse. You receive entry alerts, portfolio updates, and exit notifications. You act at your own discretion and risk.

Get Stocks

Full stock portfolio strategy with entry, rebalance, and exit — delivered to Telegram.

Early Access

Pricing coming soon

Contact us to join the waitlist and get early access pricing

Contact via Telegram

Individual Plan

Custom terms & pricing

Contact us for quarterly, annual, or tailored options

Important: Past performance does not guarantee future results. EXCAVO Stocks provides trade setups — not financial advice. All returns are based on historical testing with estimated fees and slippage applied. You trade at your own risk and discretion. Markets can and do lose value, including extended periods of negative returns. Never invest more than you can afford to lose. See our full disclaimer for details.