Sample Investment Trades

Investment trades are held three months and beyond. These closed positions are shown in the exact format members see in the trade room — entry, stop and objective, thesis, invalidation, realized R and Lisa's pinned announcement.

These are samples only. A paid membership is required to access all live trades, Lisa's recorded audio announcements, the full outcome archive and every backtested strategy.

XLI

Closed

Investment

Sector Trend Rotation

Entry

128.60

Stop

118.90

Target

154.00

Exit

151.20

Realized

+2.33R

Move

+17.57%

Thesis

Industrials held the top sector-momentum rank with price above a rising 200-day average for 8 straight weeks.

Invalidation

Monthly close below the 200-day average or a drop out of the top three sector ranks.

Expected hold

90–400d

Held

254d

Risk

1.00R

Size

6.0%

Long XLI — sector trend rotation, core allocation

“This is Lisa with an investment allocation from the Sector Trend Rotation book. We are long XLI at 128.60. Stop is 118.90, objective 154.00. Investment classification, expected hold three months and beyond…”

Lisa's recorded audio is unlocked for members.

2025-06-18EntryAnnouncement recorded and pinned to the trade room.
2026-02-27ExitTarget filled — outcome archived permanently.

QQQ

Closed

Investment

Core Trend Allocation

Entry

421.80

Stop

392.50

Target

505.00

Exit

498.40

Realized

+2.62R

Move

+18.16%

Thesis

Weekly close above a rising 40-week average with breadth thrust confirmation across the Nasdaq 100.

Invalidation

Weekly close below the 40-week average or a monthly drawdown beyond 12 percent.

Expected hold

90–500d

Held

283d

Risk

1.00R

Size

8.0%

Long QQQ — core trend allocation

“This is Lisa with a core allocation. Long QQQ at 421.80, stop 392.50, objective 505.00. Investment classification, expected hold three months and beyond…”

Lisa's recorded audio is unlocked for members.

2025-04-22EntryAnnouncement recorded and pinned to the trade room.
2026-01-30ExitTarget filled — outcome archived permanently.

Hypothetical / backtested results — pre-launch demonstration data

The performance shown here is generated by replaying LisaQuant's signal rules over historical daily bars and by marking paper positions to delayed prices. It is not an audited record of live-money trading. The visible trade set is curated for pre-launch marketing preview and may exclude positions that distort the demo narrative. Hypothetical performance has inherent limitations: trades were not actually executed, so results do not reflect slippage, commissions, liquidity, or the emotional pressure of real capital, and they benefit from hindsight on the ruleset. Past or simulated performance does not guarantee future results. Education only — not investment advice.