InvestCG CHASING GIANTS CAPITAL

US Stocks · Crypto · Retirement

Five Algorithms: One Portfolio

We built five trading algorithms. Then we stress-tested every idea we had against a decade of survivorship-free market data: about thirty experiments, and most of them died. Everything that survived is rolled into one machine: Flagship. It puts 70% on the market's strongest large companies, riding each on a leash that tightens as it wins. It puts 30% into small-cap swing trades behind a gate that steps to cash before crashes. Every idle dollar earns T-bill interest (SGOV) instead of sitting dead, and when the mix drifts, it prints the exact rebalance orders. Flagship is your dashboard from the moment you sign in: it sizes every order for your exact portfolio, from the live boards, every day. Every order is yours to place, at your own broker.

$10K→$71KFlagship · +609% (23.1%/yr) over the full 2017 to mid-2026 backtest, while the S&P 500 made $38K (+281%)
UP +2%2022, the bear year · the market fell 18% and spent months down 25%. Flagship finished the year green.
−35%Worst drop · the honest number, measured daily, a touch deeper than the S&P's −34%, for 1.9x the ending money. Size for it.

The straight version: this is a backtest, not a live track record. The worst stretch ran about 3 years underwater (an early-2021 high not durably reclaimed until early 2024), and its lost years are the steady index melt-ups: 2019, 2021 and 2023 all trailed the S&P, and the fast crash of late 2018 hit it harder than the market (−10% vs −5% on the year). It beat the S&P in 6 of 10 years, not all 10. Both sleeves ride momentum, so they can fall together. Every rule inside (the picking, the gate, the leash, the rebalance, the T-bill parking) survived hostile testing; the ideas that did not are buried in our research notes, and we stopped counting at twenty.

Under the hood: the five algorithms Flagship was born from. Two of them are its working sleeves; all five run live behind the paywall, each explorable on its own page. One clock so you can compare them: the same six and a half years, start of 2020 through mid-2026, all in backtest. Over that same stretch the S&P 500 gained about +150%, turning $10,000 into about $25,000.

+109%CG-1 · $10K→$21K · buys the market's two strongest movers, steps to cash before crashes, and the waiting cash earns T-bill interest (SGOV). Made +109% against the S&P's +150% while in the market less than half the days — the price of all that defense.
+645%Moonshot · $10K→$75K · rode Bitcoin's boom with about half the worst drop (−38% vs −77%). On this section's shared clock (start of 2020 to mid-2026) just holding made a bit more; measured since 2014, Moonshot is the one ahead ($2.8M vs $1.5M) because it sat out two crypto winters. Either way, the win it promises is the calmer ride.
+566%Pathfinder · $10K→$67K · almost four times the S&P's gain, earned by taking more risk, not proven skill. See the numbers →
+497%Ascension · $10K→$60K · Flagship's ride sleeve: the strongest large caps on the tightening leash (the trade-off: it rides crashes rather than dodging them, worst drop −41% on this window)
~+360%†Ignition (watch-only lab) · $10K→~$46K · † the dream ceiling if you timed every rocket perfectly, not a tracked return. Fewer than half these breakouts ever fire and no one can call them live, so we watch it, we do not trade it.

What they did in the 2025 dip: when the market fell hard in early 2025, CG-1 and Moonshot were already in cash and lost far less than the market. Ascension dropped harder but bounced back about twice as fast and finished the year up 46%.

Here is the straight version, because honesty is the whole point of this place. CG-1 is built to protect you: it moved to cash before four separate crashes in the test (2018, 2020, 2022, 2025) and lost 0% in the 2020 and 2022 crashes while the market fell 20 to 40%. The honest cost is that it plays so much defense it earns less than the market over the long run, so you buy it for downside protection, not for beating the S&P. Moonshot grew $10,000 into about $2.8M since 2014, more than just holding Bitcoin ($1.5M) and at half the drops, because it sits out the crashes; start the clock at the 2015 low instead and holding edges ahead, so the real gift is the calmer ride. Pathfinder buys the strongest large and mid-cap stocks and beat the S&P in 6 of 8 backtest years, though by taking more risk than the market, not by proven skill. Ascension swings for the big winners on a leash that tightens as they climb, more than tripling the S&P on the same clock; the price is that it rides crashes rather than dodging them. And Ignition is a watch-only lab: the prize is huge but under half the rockets ever fire and no one can time them live, so we only watch it. You place every trade yourself at your own broker. Every CG-1 call is on the record in the doctrine.

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The Track Record

$10,000, ten years, five ways

Flagship against the index funds most people already own. One portfolio, every idle dollar working, a leash that tightens as the winners run.

Flagship QQQ (Nasdaq 100) SPY (S&P 500) DIA (Dow) IWM (small caps)
$10k $20k $40k $60k $80k start ’17 ’18 ’19 ’20 ’21 ’22 ’23 ’24 ’25 ’26 IWM $24.4K · +144% DIA $31.7K · +217% SPY $38.6K · +286% QQQ $63.5K · +535% Flagship $70.9K · +609%

Growth of $10,000, 2017 to 2026. Flagship is the audited, survivorship-free backtest through mid-2026; the index lines are live market total return. A backtest is not a live track record. Research tool, not investment advice.

Flagship

Your portfolio manager

Flagship is your portfolio manager, not a chatbot guessing. Every market day it reads the live boards from all five algorithms, sets your target mix, sizes every order against the budget you set, and tells you what to do in plain terms: what to buy, what to hold, and when to step aside.

The boundary is fixed. Flagship advises, you decide, and every trade happens at your own broker. It never places an order and it never touches your money.

The Daily Routine

I

Reads

Reads the live boards from all five algorithms after every close.

II

Targets

Sets the mix: large-cap trends, small-cap swings behind the crash gate, idle cash in T-bills.

III

Sizes

Works out the exact orders to move your portfolio to target, for the budget you set.

IV

Guides

Says what to do next in plain terms, from buy-in to step-aside.

Process

How it works

Flagship runs a fixed process. Every decision is made by a rule set in advance, and the same three steps repeat every day.

I

Build

It sets the target portfolio.

Every market day, Flagship reads the boards and sets your target mix: 70% on the strongest large companies riding a leash that tightens as they win, 30% in small-cap swing trades behind a gate that steps to cash before crashes, and every idle dollar in T-bills (SGOV).

II

Order

You place it at the open.

Flagship prints the exact orders to reach that target: the stock, the number of shares, and the estimated cost, sized to the budget you set once. You place them at your own broker at the open. There are no mid-day alerts to chase.

III

Manage

It holds, rebalances, and steps aside.

Every close, Flagship re-checks the mix and the exit rules and tells you what changed: what to rebalance, what to keep holding, and when a position or the whole book steps to cash. Until it says otherwise, you hold.

Custody

Where your money sits

Flagship sends you research. You take action.

Where your money sits Funds move only between you and your broker. Flagship sends signals and guidance to you and reads market data. Flagship has no connection to your money. MARKET DATA Flagship reads prices. Read only. FLAGSHIP Research and guidance YOU Your decisions, your account YOUR BROKER Holds your cash and your shares SIGNALS Sized orders, exit guidance YOUR ORDERS FUNDS Money moves only between you and your broker. Flagship never holds, moves, or touches funds. There is no brokerage connection and no custody. Where your money sits Funds move only between you and your broker. Flagship sends signals and guidance to you and reads market data. Flagship has no connection to your money. MARKET DATA FLAGSHIP Research and guidance SIGNALS Sized orders, exit guidance YOU Your decisions, your account YOUR ORDERS FUNDS YOUR BROKER Holds your cash and your shares Money moves only between you and your broker. Flagship never holds, moves, or touches funds. There is no brokerage connection and no custody.

Monitoring

Position monitoring

You place the trades. Flagship watches every position you log against its exit rules after every market close. The moment a position stops meeting the rules, it says get out. The goal is plain: hold what keeps working, cut what stops working.

Any-Stock Monitoring

Monitoring is not limited to Flagship's picks. Log any US-listed stock you hold, with your share count and the price you paid, and Flagship checks it against the exit rules after every close. Any stock, anytime, it watches.

The Strongest Leg

Flagship's ride sleeve leans into the strongest part of a trend, the kind of move that goes nearly straight up when it comes. It aims to put you in before that move, then tightens the leash as the winner runs.

Product

What you get

Flagship is the portfolio. The five algorithms are its engine, each explorable on its own page. You place every order yourself, at your own broker.

Flagship The portfolio

Flagship rolls all five algorithms into one plan and manages it for you: 70% riding the strongest large companies on a leash that tightens as they win, 30% in small-cap swing trades behind a crash gate, and every idle dollar earning T-bill interest. It sizes every order to your budget and tells you when to buy in and step aside. In the 2017 to mid-2026 backtest it turned $10,000 into about $71,000 (+609%), beat the S&P 500 in 6 of 10 years, and finished 2022 up while the market fell 18%. A backtest, not a live record.

CG-1 Bear-aware

Every market day it looks at about 3,400 smaller US companies and buys its two strongest-momentum leaders, printing the exact orders for the next morning. When danger comes it steps to cash, and the cash is not lazy: it waits in SGOV, a Treasury-bill fund that keeps paying interest until the next buy. In the 2016 to 2026 backtest that turned $10,000 into about $32,000, dodging four separate crashes and losing 0% in the 2020 COVID crash and the 2022 bear while the market fell 20 to 40%. The honest part: that was a strong stretch for momentum, it still trailed the S&P over the full decade, and it holds just two names at a time, so expect big swings and real single-stock risk. Aggressive growth with a crash-dodging brake, not a steady index-beater.

Pathfinder Roth IRA

Pathfinder buys the 20 strongest large and mid-size US stocks by 12-month momentum and refreshes them every few months, held in your Roth. You place every order yourself.

The honest numbers. In the 2019 to 2026 backtest it earned about 32% a year and beat the S&P 500 in 6 of 8 years, turning $10,000 into roughly $75,000 while the S&P made about $31,000. But it did that by taking more risk, it swings harder than the market, not by any proven skill. A rough year can be brutal, real momentum crashes have run 40 to 65%. It is a strong backtest, not a promise, with no live record yet, so size it for big swings.

Moonshot Calmer ride

It watches Bitcoin and Ethereum and tells you when to ride and when to step aside. Put $10,000 in and follow it from 2014 and you would have about $2.8M today, more than just holding Bitcoin ($1.5M), at half the worst drop (58% vs 84%) and only −5% the year Bitcoin crashed 65%. One honest note: it comes out ahead of holding partly because it sat out an early decline that holding rode down, and the settings were tuned on this history, so treat the number as the goal, not a promise. The real gift is the calmer ride.

Ascension Aggressive

Ascension is Flagship's ride sleeve: it chases the biggest, strongest trends in large US companies, holds the top ten on a leash that tightens as each one wins, and drops the ones that fade. Over the full 2017 to mid-2026 test it turned $10,000 into about $81,000, while the S&P 500 made about $38,000. The catch: it rides crashes rather than dodging them, so the drops are deep (about 43% at its worst), and one of them lasted 18 months.

Ignition Watch-only

Ignition hunts for the red dot: a big company whose long flat base is just breaking to a new high on a fresh, steep push, the possible start of a parabola. It is a watching lab, not a tested edge, so most of these breakouts stall and no one can call the winners live. Ignition shows you the shape to study; it never tells you to buy.

Exact Open Orders

The stock, the share count, and the estimated cost, computed from the last close and sized to the budget you set, ready before the bell.

Exit Monitoring ANY STOCK

Every stock you log is checked daily against both exit rules, not just Flagship's picks. Watch any US-listed stock you hold, with a clear warning that stops you from selling before your cash has cleared and getting your account restricted.

The Backtest, In Full

Every trade in the backtest is open to subscribers, month by month, against the S&P 500. When research improves the method, the new record is published right beside the old one, in full.

Doctrine

The doctrine

These are the principles behind Flagship and the algorithms inside it. Subscribers read the full mechanics behind the paywall; the principles below are public, and we hold to them. When the evidence demands a change, we make it in the open and show our work.

Last reviewed · June 2026 Changes · published with the evidence

Article I. One setup, and the discipline to sit out.

CG-1 trades a single setup: a brief dip inside a clear uptrend, in US small & mid caps. The one judgment it adds is when to stop. When smaller companies as a group start falling, it stops buying and sits in cash, the way a disciplined trader stops fishing in a falling market. It will not bolt a second setup, a sentiment feed, or a discretionary override onto that engine. Every algorithm in the subscription holds the same rule: one tested job, done with discipline, so the results are clean and easy to trust.

Article II. Entries only at the next open, pre-sized.

Signals are computed on the last close. Orders are placed at the next open, with share counts fixed in advance against the budget you set. You never buy in the middle of the day, chase alerts, or add to a trade you already own.

Article III. Two exit rules.

Every trade closes by exactly one of two rules, checked daily. It never moves the exit just to lock in zero, never sells only because time passed, and never swaps you into a different stock. Winners are held until one of the two rules closes the trade. No tinkering, no second-guessing.

Article IV. The radar fires only when the setup is real.

No trades are manufactured to look busy. When the radar fires, the order is ready before the bell, sized and ranked.

Article V. We improve only on evidence, in the open.

Subscribers see every rule, every threshold, and every line of the doctrine. Nothing is a black box once you subscribe. We keep the exact parameters off the public page so the edge stays yours, not the whole internet's. We do not re-tune on noise or a hunch. When new research earns a change, we make it and publish what changed and why. The cash-in-a-downtrend filter that sailed through the 2022 crash is the most recent example.

Footnotes

  1. The record. Flagship's backtest runs 2017 to mid-2026, turning $10,000 into about $71,000. Subscribers see every trade, month by month.
  2. Research tool, not investment advice. Flagship publishes signals and monitors rules. It does not know your situation, and nothing here is a recommendation to buy or sell any security.

Subscription

Pricing

There are no tiers and no locked features. Every subscriber gets the same product, billed monthly or yearly.

Monthly
$29/mo
Cancel anytime.
  • Flagship: the five algorithms rolled into one portfolio, sized to your money, with buy-in and step-aside calls every day
  • CG-1: ~3,400 smaller US stocks scanned daily
  • Pathfinder: the tested small-company picker for your Roth
  • Moonshot: when to be in Bitcoin and Ethereum, and when to step aside
  • Ascension: the big-trend large-company basket
  • Ignition: the watch-only breakout lab
  • Exact orders and daily exit alerts
  • The full backtest and the rules behind it
Start Monthly
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Yearly
$290/yr
≈ $24.17/mo, billed annually.
  • Everything in monthly
  • Price fixed for 12 months
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Cancel from the billing portal at any time. Access runs to the end of the period you paid for.

Questions

Frequently asked questions

Do I need to connect my broker?

No. Flagship has no broker integration. You place every order yourself at whatever broker you already use, then log the fill so the exit monitor can track the position. We never hold your money, your credentials, or your positions.

Can Flagship touch my money?

No. There is no brokerage connection and no custody. Flagship never holds, moves, or touches funds. Money moves only between you and your broker, and you place every order yourself.

Can Flagship monitor stocks it did not pick?

Yes. Any US-listed stock you log is checked daily against the exit rules, whether or not Flagship surfaced it. Enter the stock's symbol, how many shares you own, and the price you paid, and the monitor treats it like any other holding.

Why won't you show the exact rules before I pay?

A quantified edge published in full stops being an edge. What we publish instead is everything that constrains us: the doctrine articles and the full backtest. Once you subscribe, every rule and every threshold is open to you. Nothing inside is a black box.

How much time does this take each day?

A few minutes before the open. Signals are computed on the last close and published before the bell, so you place any orders at the open and you are done for the day. There are no mid-day alerts. Exit checks run on each close, and the dashboard tells you when a rule fires.

Can I cancel anytime?

Yes. Monthly is $29 and yearly is $290, which is $58 less than twelve months of monthly. Both cancel from the billing portal, and you keep access through the period you paid for.

Is this investment advice?

No. Flagship is a research tool: it builds the plan, sizes the orders, and monitors by fixed rules. It knows nothing about your finances, taxes, or risk tolerance. You decide what to trade.

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