Mindful Stewards publishes SwingHunter’s performance to provide a clear and transparent record of how the system performs over time.
Results are based on completed SwingHunter trades and are presented using standardized portfolio-allocation models so performance can be viewed consistently from month to month.
For additional context, we also compare SwingHunter’s results with the S&P 500, one of the most widely used benchmarks for the U.S. stock market. This provides a simple reference point for how SwingHunter’s modeled performance compares with broad U.S. equity-market participation over the same periods.
The sections below explain our methodology and provide an ongoing month-by-month record of SwingHunter’s performance.
For additional context, Mindful Stewards compares SwingHunter’s monthly performance with the S&P 500, one of the most widely used benchmarks for the U.S. stock market.
The comparison is intended to provide a simple reference point for how SwingHunter’s modeled performance compares with broad U.S. equity-market participation over the same period.
The S&P 500 is a benchmark only. It does not replicate SwingHunter’s stock universe, trading strategy, position sizing, risk profile, or entry and exit methodology.
At the end of each month, we calculate the combined net percentage result of all SwingHunter trades closed during that reporting period.
To translate those trade results into standardized portfolio-level performance, Mindful Stewards reports two allocation models:
10% Allocation Model: Each trade is modeled at 10% of total account value, consistent with the initial position-sizing framework described in the Mindful Stewards Member Handbook.
12.5% Allocation Model: Each trade is modeled at 12.5% of total account value, providing a second standardized view using a higher allocation per position.
For example, if SwingHunter’s completed trades produce a combined net result of +80% during a month, the standardized models would produce approximately +8.0% at a 10% allocation and +10.0% at a 12.5% allocation.
S&P 500 Benchmark: S&P 500 performance is calculated using the index’s closing value on the final trading day immediately preceding the reporting month and its closing value on the final trading day of the reporting month. This captures the full price change in the S&P 500 during each monthly reporting period and provides a consistent broad U.S. stock-market benchmark from month to month. It is shown solely as a market benchmark and is not incorporated into SwingHunter’s performance calculations.
These figures are standardized mathematical models rather than the performance of an individual brokerage account. Actual results will vary based on position sizing, available capital, execution prices, timing, skipped trades, brokerage differences, use of margin, and other factors.
| Month | 10% Allocation | 12.5% Allocation | S&P 500 Benchmark |
|---|---|---|---|
| August 2026 | +8.7% | +10.9% | +2.6% |
| September 2026 | — | — | — |
| October 2026 | — | — | — |
Trading involves substantial financial risk, including the possible loss of capital. Past performance does not guarantee future results. Performance information is provided for informational and educational purposes and does not constitute personalized investment advice. Modeled results do not represent the actual performance of any individual member account. Actual results may differ materially.
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