Closelook Records · Analyst / strategist
Tom Lee — Fundstrat / FSInsight
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.
The record, as shown at the source
| Metric | Value | As of | Source |
|---|---|---|---|
| Record format | Dated public index targets + media appearances; no composite track record | 22 Oct 2026 | FSInsight ↗ |
| Reputation base | Among the most bullish — and most often right — S&P strategists of the 2023–2025 bull run | 22 Oct 2026 | FSInsight / public record ↗ |
Figures are quoted exactly as the named source showed them on the stated date; they move daily — verify at the source before relying on them.
The Closelook battery computed · v1
Computed by Closelooknet from GRNY daily adjusted closes, 2024-11-07 → 2026-10-21 (2y window) — not the platform's figures. v1 — daily adjusted closes; Sharpe/Sortino with rf = 0; annualisation ×√252; monthly stats from month-end closes.
| Metric | Value |
|---|---|
| CAGR (window) | +17.7% |
| Total return (window) | +37% |
| Trailing 1y | +9.0% |
| Volatility (ann.) | 22.0% |
| Sharpe (rf = 0) | 0.80 |
| Sortino (rf = 0) | 1.17 |
| Max drawdown | -24.2% (2025-01-23 → 2025-04-08) |
| Calmar | 0.73 |
| Winning months | 57% of 23 |
| Best month | +11.7% (Apr 2026) |
| Worst month | -6.9% (Mar 2025) |
Battery computed 2026-10-22. The two-level Closelook Rating built on this battery follows with the methodology page.
The Closelook read
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.
Strategist records are the hardest class in the catalogue: a target published in January and raised twice by September has no agreed score. Our approach is the same as for every entry here — date the call, source it, grade the verifiability, and track resolution in the Famous Calls Record rather than averaging the unaverageable. Lee's grade C is a statement about the record format, not the quality of the calls; the Granny Shots ETF now gives one slice of his process a daily NAV.
In the Famous Calls Record
Entry updated 22 Oct 2026 · All records · Famous Calls Record