Metrics + Calculations

The ranking system for evaluating social media financial influencers based on the performance of their stock tips involves a multifaceted approach designed to ensure accuracy, transparency, and fairness.

1. Stock Performance Tracking: To begin, we continuously monitor and record the stock recommendations made by each subscription service, including the date of the recommendation, the specific stock mentioned, and whether it was a buy, hold, or sell call.

2. Portfolio Simulation: We simulate portfolios based on the strategies' recommendations, taking into account factors like portfolio diversification, risk tolerance, and investment horizon. This step helps us assess how research would have fared in a real-world investment scenario.

3. Benchmarking: We compare the performance of the simulated portfolios against relevant market benchmarks, such as stock indices or sector-specific indices. This allows us to measure whether the researcher's advice outperforms or underperforms the broader market.

4. Risk-Adjusted Returns: We adjust the performance rankings for risk by considering metrics like standard deviation and beta to determine if a strategy generates higher positive probabilities while managing down-side risk effectively.

5. Consistency and Frequency: Research is also assessed on the consistency of their recommendations and their frequency of engagement with their audience. Consistency in delivering accurate information over time is highly valued.

6. Transparency and Disclosure: Strategies that provide transparent knowledge regarding investment information, potential conflicts of interest, and disclaimers are given higher rankings for ethical and responsible advice.

7. Community Feedback: We may incorporate community feedback, subscription reviews, and sentiment analysis to gauge the satisfaction of the subscription's analysis and assess the real-world impact of their recommendations.

8. Long-Term vs. Short-Term Performance: Strategies are evaluated on both short-term and long-term performance, recognizing that some research may have immediate impact while others take time to materialize.

9. Educational Content: Besides performance, researchers and educators who provide educational content to empower their followers with financial literacy are rewarded, as this contributes to a more informed investor community.

10. Dynamic Ranking: The ranking system is dynamic and regularly updated to reflect changing market conditions and the influencers' ongoing performance.

Our ranking system is a dynamic tool, currently in its beta phase, under constant refinement and enhancement. We are dedicated to continuous development, prioritizing accuracy and transparency at every step. This commitment ensures that our club members receive the most reliable and valuable insights, empowering them in their investment decisions. To see a proposed list of future metrics please see here and here.

By employing a dynamic ranking system that considers various dimensions of research and strategy performance, we aim to provide a valuable resource for members seeking trustworthy and insightful financial advice in the realm of social media. This approach ensures that research is evaluated fairly and objectively based on their ability to deliver valuable financial insights to their subscribers.

Metrics Continued

1. Net profit

2. Profit factor

3. Win ratio

4. Average winner

5. Average loser

6. Holding time

7. Expected Value

8. Expectation

9. Biggest winner

10. Biggest loser

11. Max. Drawdown

12. Winning Streak

13. Losing streak

14. Risk reward

15. Avg. MFA

16. Avg. MFE

17. Avg. ETD

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PREMIUM_TRACKING_1.xlsx