{
  "title": "Closelook Records — the cross-platform record catalogue",
  "description": "Public track records of traders, managers, funds, CTAs and analysts — documented, dated, sourced and graded by verifiability (A = platform-verified real account, B = timestamped/modelled fills or manager-reported in a regulated wrapper, C = public datable calls without a computed track record). Subjects have not contributed. Figures are quoted as shown at the named source on the stated date. Coverage, not endorsement; a diary, not advice.",
  "url": "https://closelook.net/records/",
  "humanPage": "https://closelook.net/records/",
  "publisher": "Closelooknet",
  "count": 15,
  "generated": "2026-10-22",
  "records": [
    {
      "slug": "c2-ares-systemtrading",
      "url": "https://closelook.net/records/c2-ares-systemtrading/",
      "name": "ares_Systemtrading — \"ares\"",
      "type": "trader",
      "platform": "Collective2",
      "platformUrl": "https://collective2.eu/details-list/131145247",
      "assetFocus": "Micro Nasdaq (MNQ) futures, long and short",
      "style": "Automated short-term trend following — 1% risk per trade, no overnight positions, every trade stopped",
      "since": "since Sep 2020 (74 months)",
      "grade": "B",
      "gradeBasis": "Collective2 timestamps every signal and computes the track record platform-side — but fills are hypothetical by design, so execution quality is modelled rather than proven.",
      "metrics": [
        {
          "label": "Annual return (hypothetical fills)",
          "value": "+32.4%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Collective2 strategy page",
          "sourceUrl": "https://collective2.eu/details-list/131145247"
        },
        {
          "label": "Max drawdown",
          "value": "14.1% (Oct–Nov 2021)",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Collective2 strategy page",
          "sourceUrl": "https://collective2.eu/details-list/131145247"
        },
        {
          "label": "Winning months",
          "value": "64.9%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Collective2 strategy page",
          "sourceUrl": "https://collective2.eu/details-list/131145247"
        },
        {
          "label": "Subscription",
          "value": "$100/month",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Collective2 strategy page",
          "sourceUrl": "https://collective2.eu/details-list/131145247"
        }
      ],
      "summary": "The best risk/return profile we found on the Collective2 leaderboard: six years of timestamped Nasdaq-futures signals with a 14% maximum drawdown against a 32% hypothetical annual return — and clean risk rules stated up front.",
      "famousCalls": [],
      "updated": "2026-10-22",
      "computed": null
    },
    {
      "slug": "ark-invest-cathie-wood",
      "url": "https://closelook.net/records/ark-invest-cathie-wood/",
      "name": "ARK Invest — Cathie Wood",
      "type": "manager",
      "platform": "ARK Funds (SEC-regulated ETF issuer)",
      "platformUrl": "https://www.ark-funds.com/funds/arkk",
      "assetFocus": "Disruptive-innovation equities — ARKK flagship plus thematic sister ETFs",
      "style": "High-conviction, concentrated active management; every trade disclosed daily by email and on the fund site",
      "since": "ARKK inception 31 Oct 2014 (~12y)",
      "grade": "A-",
      "gradeBasis": "An SEC-regulated ETF with a daily-priced NAV is the most verifiable record format there is; the minus reflects that the headline story depends entirely on the start date you choose on that record.",
      "metrics": [
        {
          "label": "Record format",
          "value": "Daily NAV, SEC-regulated ETF, all trades disclosed next day",
          "asOf": "22 Oct 2026",
          "sourceLabel": "ARK Funds ARKK page",
          "sourceUrl": "https://www.ark-funds.com/funds/arkk"
        },
        {
          "label": "Signature year",
          "value": "ARKK +152.5% in 2020",
          "asOf": "FY 2020",
          "sourceLabel": "ARK Funds performance data",
          "sourceUrl": "https://www.ark-funds.com/funds/arkk"
        },
        {
          "label": "Signature drawdown",
          "value": "≈−80% peak-to-trough, Feb 2021 – Dec 2022",
          "asOf": "Dec 2022",
          "sourceLabel": "ARKK NAV history",
          "sourceUrl": "https://www.ark-funds.com/funds/arkk"
        }
      ],
      "summary": "The most transparent large active record in the catalogue — a regulated ETF with daily NAV and next-day trade disclosure — and the clearest case study in how the same record tells opposite stories depending on the window you cut.",
      "famousCalls": [
        {
          "href": "/external-insights/2026-10-22-ark-daily-disclosures/",
          "label": "ARK's daily disclosures — the boldest transparency bet in asset management"
        }
      ],
      "updated": "2026-10-22",
      "computed": {
        "slug": "ark-invest-cathie-wood",
        "source": "closelook-lake",
        "symbol": "ARKK",
        "currency": "USD",
        "window": {
          "from": "2022-10-03",
          "to": "2026-10-21",
          "points": 1017,
          "years": 4
        },
        "computedAt": "2026-10-22",
        "method": "v1 — daily adjusted closes; Sharpe/Sortino with rf = 0; annualisation ×√252; monthly stats from month-end closes",
        "battery": [
          {
            "label": "CAGR (window)",
            "value": "+22.2%"
          },
          {
            "label": "Total return (window)",
            "value": "+125%"
          },
          {
            "label": "Trailing 1y",
            "value": "-5.1%"
          },
          {
            "label": "Volatility (ann.)",
            "value": "41.4%"
          },
          {
            "label": "Sharpe (rf = 0)",
            "value": "0.54"
          },
          {
            "label": "Sortino (rf = 0)",
            "value": "0.81"
          },
          {
            "label": "Max drawdown",
            "value": "-39.6% (2025-02-14 → 2025-04-08)"
          },
          {
            "label": "Calmar",
            "value": "0.56"
          },
          {
            "label": "Winning months",
            "value": "48% of 48"
          },
          {
            "label": "Best month",
            "value": "+31.4% (Nov 2023)"
          },
          {
            "label": "Worst month",
            "value": "-16.6% (Dec 2022)"
          }
        ]
      }
    },
    {
      "slug": "intelligent-matrix-trend-christian-jagd",
      "url": "https://closelook.net/records/intelligent-matrix-trend-christian-jagd/",
      "name": "Christian Jagd — Intelligent Matrix Trend",
      "type": "trader",
      "platform": "wikifolio",
      "platformUrl": "https://www.wikifolio.com/de/de/w/wfimatrend",
      "assetFocus": "Global multi-asset with US focus — stocks plus long/short ETFs",
      "style": "Trend following — trend channels and breakouts, medium- to long-term, signals from a self-built tool",
      "since": "since 25 Mar 2014 (~12.5y)",
      "grade": "A",
      "gradeBasis": "Platform-recorded certificate trading on wikifolio — performance computed platform-side from real portfolio moves.",
      "metrics": [
        {
          "label": "Performance since inception",
          "value": "+773.6%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wfimatrend"
        },
        {
          "label": "Average p.a.",
          "value": "+18.7%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wfimatrend"
        },
        {
          "label": "Invested capital",
          "value": "€18.9M",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wfimatrend"
        }
      ],
      "summary": "A twelve-year systematic trend record run from a self-built signal tool, with short ETFs used for risk management — the closest thing on the wikifolio platform to a published trading system with a verified live record.",
      "famousCalls": [],
      "updated": "2026-10-22",
      "computed": null
    },
    {
      "slug": "alpha-ai-leaders-christoph-gum",
      "url": "https://closelook.net/records/alpha-ai-leaders-christoph-gum/",
      "name": "Christoph Gum — Alpha AI Leaders",
      "type": "manager",
      "platform": "wikifolio",
      "platformUrl": "https://www.wikifolio.com/de/de/w/wfpaailead",
      "assetFocus": "Global AI megatrend equities — 10–20 names, US focus",
      "style": "AI-model-proposed allocation (the firm's CAESAR model), quarterly rebalance, manual execution",
      "since": "since 20 Feb 2023 (~3.7y)",
      "grade": "A",
      "gradeBasis": "Platform-recorded certificate trading on wikifolio — performance computed platform-side; the shortest record in our wikifolio set, which the grade measures separately from verification.",
      "metrics": [
        {
          "label": "Performance since inception",
          "value": "+186.6%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wfpaailead"
        },
        {
          "label": "Average p.a.",
          "value": "+33.1%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wfpaailead"
        },
        {
          "label": "1-year volatility",
          "value": "40.4%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wfpaailead"
        },
        {
          "label": "Invested capital",
          "value": "€18.1M",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wfpaailead"
        }
      ],
      "summary": "An AI-model-driven AI-stock portfolio with institutional backing and €18M invested — verified since early 2023, which means the record covers one great AI year and the current repricing, but not yet a full cycle.",
      "famousCalls": [],
      "updated": "2026-10-22",
      "computed": null
    },
    {
      "slug": "dan-ives-wedbush",
      "url": "https://closelook.net/records/dan-ives-wedbush/",
      "name": "Dan Ives — Wedbush Securities",
      "type": "analyst",
      "platform": "Wedbush Securities (sell-side research & media calls)",
      "platformUrl": "https://www.wedbush.com/",
      "assetFocus": "US technology — Tesla, Apple, Microsoft, Palantir, the AI complex",
      "style": "Sell-side price targets with high media cadence; persistent tech bull; since 2025 the namesake of the Dan IVES Wedbush AI Revolution ETF (IVES)",
      "since": "covering technology on the sell side since the 1990s; at Wedbush since 2018",
      "grade": "C",
      "gradeBasis": "Sell-side price targets are public, dated and archived by aggregators — but there is no composite return series, targets are revised freely, and no platform computes an outcome record. The IVES ETF (since mid-2025) adds a first NAV-verifiable slice.",
      "metrics": [
        {
          "label": "Record format",
          "value": "Dated public price targets + rating changes; aggregator-tracked, no composite record",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Wedbush / public record",
          "sourceUrl": "https://www.wedbush.com/"
        },
        {
          "label": "Signature position",
          "value": "Most prominent Tesla and AI-complex bull in US financial media",
          "asOf": "22 Oct 2026",
          "sourceLabel": "public record",
          "sourceUrl": "https://www.wedbush.com/"
        }
      ],
      "summary": "The loudest tech bull on the sell side. Every target is public and datable — and like all analyst records, the sum of them is unscored. The Famous Calls Record takes them one at a time.",
      "famousCalls": [
        {
          "href": "/external-insights/2026-10-22-dan-ives-tesla-600/",
          "label": "Dan Ives' $600 Tesla target — tracked in the Famous Calls Record"
        }
      ],
      "updated": "2026-10-22",
      "computed": {
        "slug": "dan-ives-wedbush",
        "source": "closelook-lake",
        "symbol": "IVES",
        "currency": "USD",
        "window": {
          "from": "2025-06-04",
          "to": "2026-10-21",
          "points": 348,
          "years": 1.4
        },
        "computedAt": "2026-10-22",
        "method": "v1 — daily adjusted closes; Sharpe/Sortino with rf = 0; annualisation ×√252; monthly stats from month-end closes",
        "battery": [
          {
            "label": "CAGR (window)",
            "value": "+39.0%"
          },
          {
            "label": "Total return (window)",
            "value": "+58%"
          },
          {
            "label": "Trailing 1y",
            "value": "+19.2%"
          },
          {
            "label": "Volatility (ann.)",
            "value": "26.9%"
          },
          {
            "label": "Sharpe (rf = 0)",
            "value": "1.45"
          },
          {
            "label": "Sortino (rf = 0)",
            "value": "2.14"
          },
          {
            "label": "Max drawdown",
            "value": "-22.6% (2025-10-29 → 2026-03-30)"
          },
          {
            "label": "Calmar",
            "value": "1.72"
          },
          {
            "label": "Winning months",
            "value": "56% of 16"
          },
          {
            "label": "Best month",
            "value": "+22.0% (May 2026)"
          },
          {
            "label": "Worst month",
            "value": "-7.6% (Feb 2026)"
          }
        ]
      }
    },
    {
      "slug": "cta-drury-diversified",
      "url": "https://closelook.net/records/cta-drury-diversified/",
      "name": "Drury Capital — Diversified Trend-Following",
      "type": "cta",
      "platform": "IASG (NFA-regulated CTA)",
      "platformUrl": "https://www.iasg.com/groups/drury-capital/programs/diversified-trend-following-program",
      "assetFocus": "Metals, agriculture, FX, stock indices, energy and financial futures",
      "style": "Systematic trend following — sponsor-stated target of about 20% a year at 17% volatility",
      "since": "client funds since May 1997 (~29y)",
      "grade": "B",
      "gradeBasis": "NFA-regulated CTA with a 29-year client-money record; database figures are manager-reported and the full series is registration-gated.",
      "metrics": [
        {
          "label": "YTD 2026",
          "value": "+23.18%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "IASG CTA Index rankings",
          "sourceUrl": "https://www.iasg.com/en/indexes/iasg-cta-index/rankings"
        },
        {
          "label": "Terms",
          "value": "$5,000,000 minimum · 2% management / 20% performance",
          "asOf": "22 Oct 2026",
          "sourceLabel": "IASG programme page",
          "sourceUrl": "https://www.iasg.com/groups/drury-capital/programs/diversified-trend-following-program"
        }
      ],
      "summary": "Twenty-nine years of client money in a classic diversified trend programme, running +23% in 2026 — a professional-tier record with an institutional minimum to match.",
      "famousCalls": [],
      "updated": "2026-10-22",
      "computed": null
    },
    {
      "slug": "cta-dunn-wma",
      "url": "https://closelook.net/records/cta-dunn-wma/",
      "name": "DUNN Capital — World Monetary & Agriculture (WMA)",
      "type": "cta",
      "platform": "IASG (NFA-regulated CTA)",
      "platformUrl": "https://www.iasg.com/groups/dunn-capital-management/programs/world-monetary-and-agriculture-program-wma-",
      "assetFocus": "Financial, energy, metal and agricultural futures",
      "style": "Fully diversified, 100% systematic medium- to long-term trend following (the programme's own description)",
      "since": "inception 1 Nov 1984 (~42y) — firm founded 1974",
      "grade": "B",
      "gradeBasis": "NFA-regulated managed-futures programme (NFA ID 0000526) with a four-decade public record; database figures on IASG are manager-reported, and the full CAROR/drawdown series sits behind the database's registration — hence B rather than A at catalogue level.",
      "metrics": [
        {
          "label": "YTD 2026",
          "value": "+18.40%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "IASG CTA Index rankings",
          "sourceUrl": "https://www.iasg.com/en/indexes/iasg-cta-index/rankings"
        },
        {
          "label": "Terms",
          "value": "$100,000 minimum · 0% management / 25% performance",
          "asOf": "22 Oct 2026",
          "sourceLabel": "IASG programme page",
          "sourceUrl": "https://www.iasg.com/groups/dunn-capital-management/programs/world-monetary-and-agriculture-program-wma-"
        }
      ],
      "summary": "One of the longest live systematic records in existence: forty-two years of trend following under NFA regulation, with the rare 0/25 fee structure that only a manager confident in the long run offers.",
      "famousCalls": [],
      "updated": "2026-10-22",
      "computed": null
    },
    {
      "slug": "c2-easy-value",
      "url": "https://closelook.net/records/c2-easy-value/",
      "name": "Easy Value Team — \"Easy Value\"",
      "type": "trader",
      "platform": "Collective2",
      "platformUrl": "https://collective2.eu/details-list/132169961",
      "assetFocus": "US stocks",
      "style": "Value investing — whole-portfolio, buy below estimated intrinsic value",
      "since": "since Nov 2020 (72 months)",
      "grade": "B",
      "gradeBasis": "Collective2 timestamps every signal and computes the record platform-side; fills are hypothetical by design.",
      "metrics": [
        {
          "label": "Annual return (incl. costs)",
          "value": "+22.3%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Collective2 strategy page",
          "sourceUrl": "https://collective2.eu/details-list/132169961"
        },
        {
          "label": "Max drawdown",
          "value": "31.8% (Mar–Sep 2022)",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Collective2 strategy page",
          "sourceUrl": "https://collective2.eu/details-list/132169961"
        },
        {
          "label": "Trade win rate",
          "value": "57.7%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Collective2 strategy page",
          "sourceUrl": "https://collective2.eu/details-list/132169961"
        },
        {
          "label": "Last activity",
          "value": "trade closed 19 Oct 2026",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Collective2 strategy page",
          "sourceUrl": "https://collective2.eu/details-list/132169961"
        }
      ],
      "summary": "Six years of timestamped value investing in US stocks — the current Collective2 leaderboard leader, with a 2022 drawdown of 31.8% sitting honestly in the middle of the record.",
      "famousCalls": [],
      "updated": "2026-10-22",
      "computed": null
    },
    {
      "slug": "darwin-tha-finbou",
      "url": "https://closelook.net/records/darwin-tha-finbou/",
      "name": "finbou — DARWIN THA",
      "type": "trader",
      "platform": "Darwinex",
      "platformUrl": "https://www.darwinex.com/darwin/THA",
      "assetFocus": "Forex, indices and commodity CFDs",
      "style": "Systematic short-term — 18,756 trades, average hold under three hours",
      "since": "investable since 21 Jan 2017; the page header counts a 12-year track including imported pre-listing history",
      "grade": "A-",
      "gradeBasis": "Platform-computed from a real account on regulated Darwinex; the grade is a notch below A because part of the stated 12-year history predates the on-platform listing and needs separate verification.",
      "metrics": [
        {
          "label": "Return (12 years, as stated)",
          "value": "+834.21% (gross)",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Darwinex DARWIN page",
          "sourceUrl": "https://www.darwinex.com/darwin/THA"
        },
        {
          "label": "Annualised return",
          "value": "+20.47% (gross)",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Darwinex DARWIN page",
          "sourceUrl": "https://www.darwinex.com/darwin/THA"
        },
        {
          "label": "Trade win rate",
          "value": "30.6%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Darwinex DARWIN page",
          "sourceUrl": "https://www.darwinex.com/darwin/THA"
        },
        {
          "label": "Investors / allocated",
          "value": "452 / $10.3M",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Darwinex DARWIN page",
          "sourceUrl": "https://www.darwinex.com/darwin/THA"
        }
      ],
      "summary": "One of Darwinex's two flagship long records: a high-frequency systematic programme with over $10M allocated and a 30% win rate that works — because the average winner is built to outweigh the average loser.",
      "famousCalls": [],
      "updated": "2026-10-22",
      "computed": null
    },
    {
      "slug": "tsi-nasdaq-florian-riediger",
      "url": "https://closelook.net/records/tsi-nasdaq-florian-riediger/",
      "name": "Florian Riediger — TSI Strategie Nasdaq-Werte",
      "type": "trader",
      "platform": "wikifolio",
      "platformUrl": "https://www.wikifolio.com/de/de/w/wf0tsinsdq",
      "assetFocus": "US technology — Nasdaq small and mid caps",
      "style": "Relative-strength momentum (TSI) combined with fundamentals",
      "since": "since 13 Jan 2017 (~9.8y)",
      "grade": "A",
      "gradeBasis": "Platform-recorded certificate trading on wikifolio — performance computed platform-side from real portfolio moves.",
      "metrics": [
        {
          "label": "Performance since inception",
          "value": "+701.5%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wf0tsinsdq"
        },
        {
          "label": "Average p.a.",
          "value": "+23.7%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wf0tsinsdq"
        },
        {
          "label": "1-year return",
          "value": "−20.4%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wf0tsinsdq"
        },
        {
          "label": "1-year volatility",
          "value": "72.8%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wf0tsinsdq"
        }
      ],
      "summary": "Nearly a decade of momentum trading in Nasdaq small and mid caps — a platform-verified record whose current numbers show exactly what the strategy costs in a chip bear market: a −20% trailing year at 73% volatility.",
      "famousCalls": [],
      "updated": "2026-10-22",
      "computed": null
    },
    {
      "slug": "darwin-oos-pepewin",
      "url": "https://closelook.net/records/darwin-oos-pepewin/",
      "name": "pepewin — DARWIN OOS",
      "type": "trader",
      "platform": "Darwinex",
      "platformUrl": "https://www.darwinex.com/darwin/OOS",
      "assetFocus": "Forex, index and commodity CFDs",
      "style": "Short-term systematic — 2,766 trades, average hold around eight hours, 47.7% wins",
      "since": "investable since 25 Feb 2019 (~7.7y)",
      "grade": "A",
      "gradeBasis": "Platform-computed from a real account on regulated Darwinex; repeated seed allocations from the platform's own DarwinIA programme add a second verification layer.",
      "metrics": [
        {
          "label": "Return since inception",
          "value": "+42.37% (gross)",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Darwinex DARWIN page",
          "sourceUrl": "https://www.darwinex.com/darwin/OOS"
        },
        {
          "label": "Annualised return",
          "value": "+4.51% (gross)",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Darwinex DARWIN page",
          "sourceUrl": "https://www.darwinex.com/darwin/OOS"
        },
        {
          "label": "DarwinIA seed capital (historical)",
          "value": "≈€1.39M since 01/2019",
          "asOf": "Nov 2025 recap",
          "sourceLabel": "Darwinex DarwinIA recap PDF",
          "sourceUrl": "https://blog.darwinex.com/hubfs/DarwinIA_SILVER_GOLD_Darwinex/RecapNovember25.pdf"
        }
      ],
      "summary": "A modest-return, long-duration systematic record that the platform itself has repeatedly funded through its DarwinIA allocation programme — proof that verified consistency attracts capital even without headline numbers.",
      "famousCalls": [],
      "updated": "2026-10-22",
      "computed": null
    },
    {
      "slug": "umbrella-richard-dobetsberger",
      "url": "https://closelook.net/records/umbrella-richard-dobetsberger/",
      "name": "Richard Dobetsberger — UMBRELLA",
      "type": "trader",
      "platform": "wikifolio",
      "platformUrl": "https://www.wikifolio.com/de/de/w/wfumbrella",
      "assetFocus": "Global equities — pharma and new tech, US-heavy, 6–12 positions",
      "style": "Concentrated long-term stock picking",
      "since": "since 16 Sep 2012 (~14y)",
      "grade": "A",
      "gradeBasis": "wikifolio records every trade in the certificate platform-side — the performance figures are computed by the platform from real portfolio moves, not self-reported.",
      "metrics": [
        {
          "label": "Performance since inception",
          "value": "+3,064.8%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wfumbrella"
        },
        {
          "label": "Average p.a.",
          "value": "+27.7%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wfumbrella"
        },
        {
          "label": "1-year return",
          "value": "−24.7%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wfumbrella"
        },
        {
          "label": "1-year volatility",
          "value": "21.7%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wfumbrella"
        },
        {
          "label": "Invested capital",
          "value": "€103.4M",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wfumbrella"
        }
      ],
      "summary": "The flagship of the wikifolio platform: fourteen years of platform-recorded trading, a triple-digit-million certificate, and a record currently deep in a one-year drawdown — which is exactly what a verified record is for: it shows both sides.",
      "famousCalls": [],
      "updated": "2026-10-22",
      "computed": null
    },
    {
      "slug": "darwin-syo-sersan-sistemas",
      "url": "https://closelook.net/records/darwin-syo-sersan-sistemas/",
      "name": "Sersan Sistemas — DARWIN SYO",
      "type": "trader",
      "platform": "Darwinex",
      "platformUrl": "https://www.darwinex.com/darwin/SYO",
      "assetFocus": "Forex, index and commodity CFDs",
      "style": "Systematic / algorithmic (run by the Spanish systems firm Sersan Sistemas)",
      "since": "investable since 19 Feb 2018 (~8.7y)",
      "grade": "A",
      "gradeBasis": "Darwinex is an FCA/CNMV-regulated broker: DARWIN performance is computed by the platform from a real underlying brokerage account.",
      "metrics": [
        {
          "label": "Annualised return",
          "value": "+15.15% (gross, before 1.2%/20% fees)",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Darwinex DARWIN page",
          "sourceUrl": "https://www.darwinex.com/darwin/SYO"
        },
        {
          "label": "10-year return",
          "value": "+309.71% (gross)",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Darwinex DARWIN page",
          "sourceUrl": "https://www.darwinex.com/darwin/SYO"
        },
        {
          "label": "Investors",
          "value": "554",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Darwinex DARWIN page",
          "sourceUrl": "https://www.darwinex.com/darwin/SYO"
        },
        {
          "label": "Allocated capital",
          "value": "$13.6M",
          "asOf": "22 Oct 2026",
          "sourceLabel": "Darwinex DARWIN page",
          "sourceUrl": "https://www.darwinex.com/darwin/SYO"
        }
      ],
      "summary": "A systematic FX/CFD programme with nearly nine investable years on a regulated platform, $13.6M of third-party capital and a mid-teens gross annualised return — the kind of unglamorous, verified consistency leaderboards rarely rank first.",
      "famousCalls": [],
      "updated": "2026-10-22",
      "computed": null
    },
    {
      "slug": "szew-grundinvestment-simon-weishar",
      "url": "https://closelook.net/records/szew-grundinvestment-simon-weishar/",
      "name": "Simon Weishar — Szew Grundinvestment",
      "type": "trader",
      "platform": "wikifolio",
      "platformUrl": "https://www.wikifolio.com/de/de/w/wf00szew01",
      "assetFocus": "German and European equities only — no ETFs, no leverage",
      "style": "Value, dividends and turnarounds, 6–12-month holding periods, own valuation algorithm",
      "since": "since 30 Dec 2014 (~12y)",
      "grade": "A",
      "gradeBasis": "Platform-recorded certificate trading on wikifolio — performance computed platform-side from real portfolio moves.",
      "metrics": [
        {
          "label": "Performance since inception",
          "value": "+1,260.7%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wf00szew01"
        },
        {
          "label": "Average p.a.",
          "value": "+24.7%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wf00szew01"
        },
        {
          "label": "1-year volatility",
          "value": "23.6%",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wf00szew01"
        },
        {
          "label": "Invested capital",
          "value": "€21.0M",
          "asOf": "22 Oct 2026",
          "sourceLabel": "wikifolio profile",
          "sourceUrl": "https://www.wikifolio.com/de/de/w/wf00szew01"
        }
      ],
      "summary": "Twelve years of German-and-European-only stock picking with a steady platform-verified record — a value discipline rare in the certificate world, where most long records lean on US tech beta.",
      "famousCalls": [],
      "updated": "2026-10-22",
      "computed": null
    },
    {
      "slug": "tom-lee-fundstrat",
      "url": "https://closelook.net/records/tom-lee-fundstrat/",
      "name": "Tom Lee — Fundstrat / FSInsight",
      "type": "analyst",
      "platform": "Fundstrat Global Advisors (public research & media calls)",
      "platformUrl": "https://fsinsight.com/",
      "assetFocus": "US equities — S&P 500 index targets, plus bitcoin and thematic calls",
      "style": "Published year-ahead and mid-year index targets, revised intra-year; high media cadence (CNBC) — since 2024 also co-manager of the Granny Shots ETF (GRNY)",
      "since": "Fundstrat founded 2014; JPMorgan chief equity strategist before that",
      "grade": "C",
      "gradeBasis": "Media and research calls carry no platform-computed track record: targets are public and datable, but there is no NAV, no fill, and no standard scoring convention for revised targets — self-reported by construction. The GRNY ETF (since Nov 2024) is the first NAV-verifiable slice of the record.",
      "metrics": [
        {
          "label": "Record format",
          "value": "Dated public index targets + media appearances; no composite track record",
          "asOf": "22 Oct 2026",
          "sourceLabel": "FSInsight",
          "sourceUrl": "https://fsinsight.com/"
        },
        {
          "label": "Reputation base",
          "value": "Among the most bullish — and most often right — S&P strategists of the 2023–2025 bull run",
          "asOf": "22 Oct 2026",
          "sourceLabel": "FSInsight / public record",
          "sourceUrl": "https://fsinsight.com/"
        }
      ],
      "summary": "The best-known bull of the post-2022 cycle. His S&P targets are public and datable — which makes them gradable call by call, even though no composite track record exists.",
      "famousCalls": [
        {
          "href": "/external-insights/2026-10-22-tom-lee-sp500-8000/",
          "label": "Tom Lee's S&P 500 8,000 call — tracked in the Famous Calls Record"
        }
      ],
      "updated": "2026-10-22",
      "computed": {
        "slug": "tom-lee-fundstrat",
        "source": "closelook-lake",
        "symbol": "GRNY",
        "currency": "USD",
        "window": {
          "from": "2024-11-07",
          "to": "2026-10-21",
          "points": 489,
          "years": 2
        },
        "computedAt": "2026-10-22",
        "method": "v1 — daily adjusted closes; Sharpe/Sortino with rf = 0; annualisation ×√252; monthly stats from month-end closes",
        "battery": [
          {
            "label": "CAGR (window)",
            "value": "+17.7%"
          },
          {
            "label": "Total return (window)",
            "value": "+37%"
          },
          {
            "label": "Trailing 1y",
            "value": "+9.0%"
          },
          {
            "label": "Volatility (ann.)",
            "value": "22.0%"
          },
          {
            "label": "Sharpe (rf = 0)",
            "value": "0.80"
          },
          {
            "label": "Sortino (rf = 0)",
            "value": "1.17"
          },
          {
            "label": "Max drawdown",
            "value": "-24.2% (2025-01-23 → 2025-04-08)"
          },
          {
            "label": "Calmar",
            "value": "0.73"
          },
          {
            "label": "Winning months",
            "value": "57% of 23"
          },
          {
            "label": "Best month",
            "value": "+11.7% (Apr 2026)"
          },
          {
            "label": "Worst month",
            "value": "-6.9% (Mar 2025)"
          }
        ]
      }
    }
  ]
}