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.
Closelook Rating v1 — Mixed
Scored on the NAV-verified series (GRNY, 2024-11-07 → 2026-11-11), not the person. Evidence length dampens short windows; the verifiability basis caps the score at 100. Published-method opinion over sourced facts — the full formula. A diary lens, not advice.
The Closelook battery computed · v1
Computed by Closelooknet from GRNY daily adjusted closes, 2024-11-07 → 2026-11-11 (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) | +14.5% |
| Total return (window) | +31% |
| Trailing 1y | +3.1% |
| Volatility (ann.) | 22.6% |
| Sharpe (rf = 0) | 0.64 |
| Sortino (rf = 0) | 0.92 |
| Max drawdown | -24.2% (2025-01-23 → 2025-04-08) |
| Calmar | 0.60 |
| Winning months | 54% of 24 |
| Best month | +11.7% (Apr 2026) |
| Worst month | -6.9% (Mar 2025) |
| Excess CAGR vs S&P 500 (SPY) | +0.6% (SPY: +13.9%) |
| Beta vs SPY | 1.25 |
| Correlation vs SPY | 0.93 |
Battery computed 2026-11-12. The quick-view rating above is built from these components — formula.
Fund holdings — Fundstrat Granny Shots US Large Cap ETF (GRNY)
$4.3B net assets across 44 positions, reported for 2026-07-31 and filed 2026-09-28 on Form N-PORT. Against 2026-04-30: 6 new, 3 exited, 9 added, 25 trimmed. Form N-PORT portfolio holdings as filed with the SEC; one month per quarter becomes public, about 60 days after the period end. Long and short positions as reported.
| # | Holding | Value | Weight |
|---|---|---|---|
| 1 | Arista Networks Inc | $0.1B | 2.9% |
| 2 | General Electric Co | $0.1B | 2.8% |
| 3 | JPMorgan Chase & Co | $0.1B | 2.7% |
| 4 | Packaging Corp of America | $0.1B | 2.7% |
| 5 | PNC Financial Services Group I | $0.1B | 2.6% |
| 6 | Eli Lilly & Co | $0.1B | 2.6% |
| 7 | Robinhood Markets Inc | $0.1B | 2.6% |
| 8 | Bank of New York Mellon Corp/T | $0.1B | 2.6% |
| 9 | Microsoft Corp | $0.1B | 2.5% |
| 10 | Monster Beverage Corp | $0.1B | 2.5% |
From the fund's filing at SEC EDGAR.
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
- Open S&P 500 closed at 7619.38 on 2026-11-11 — it needs +5.0% to reach the target. the entry →
Standings are computed nightly from closes under each entry's stated rule (as of 2026-11-12); the written verdict on the entry page is editorial.
Entry updated 22 Oct 2026 · All records · Famous Calls Record