Volatility across broader markets has not prevented concentrated strength from emerging inside the energy sector. Investors who were positioned ahead of the recent run in oil- and refining-related equities have seen substantial gains in a relatively short time.
One of the most pronounced examples is Occidental Petroleum (OXY). Since being selected by the model at the beginning of the year, OXY has advanced 56.2%. The stock is up 21.83% month-to-date and has recorded a roughly 6% gain this week. To illustrate the magnitude of the move, a hypothetical $10,000 investment made at the time of selection would now be worth approximately $15,620.
Other energy names highlighted by the model have also delivered notable returns over the recent period:
- Delek US Energy (DK) - +22.6% month-to-date, including +4.91% this week alone
- Par Pacific Holdings (PARR) - +47.67% month-to-date, including a 3% move in a single day
- PBF Energy Inc (PBF) - +41.94% in March alone
- ProFrac Holding Corp (ACDC) - +36.16% in March alone
- HF Sinclair Corp (DINO) - +28.18% in March alone
- Marathon Petroleum Corp (MPC) - +25.91% in March alone
Those gains are not presented as isolated occurrences. The investment model refreshes its stock lists at the start of each month and will be reset for April in a matter of days. Members who follow the model’s output receive up to 20 stock picks per strategy at the monthly refresh.
The model’s selection process blends a wide range of analytical inputs. Specifically, it relies on a combination of more than 150 established financial models compiled through machine learning applied to over 15 years of global financial data. Stocks may be added, held or removed as the model reassesses each company’s medium-term growth profile.
For consistency in tracking results, each strategy uses equal weighting across all selected stocks. That equal-weight approach serves as a benchmark for evaluating how effectively the model identifies opportunities across its portfolios, although individual investors are not required to replicate the exact weighting.
The track record presented for the model includes cumulative and relative performance metrics. Since launch, the model is reported to have returned +171.91%, representing a +116.95% outperformance versus the S&P 500 over the same period. For 2026, the model’s return is listed at +9,04%, which is a +13.14% outperformance versus the S&P 500 in that year. Specific strategy returns cited include the Mid-Cap Movers strategy, which is said to have produced a 58.2% return since inception while outperforming its benchmark by approximately 17 percentage points, and the Best of Buffett portfolio, which has delivered a 43.31% return since launch. Additionally, the Tech Titans portfolio is shown as having returned 167.28% since launch, beating its benchmark by more than 114%.
Users who subscribe to the service have access to model selections, performance tracking and portfolio placement guidance via a dashboard. The service also offers a Fair Value calculator that applies a mix of 17 industry valuation models to estimate the bottom line for individual stocks such as OXY as well as thousands of other securities.
Subscription pricing is mentioned as being available for less than $9 a month for those who have not joined yet. Current members are invited to review their latest selections inside the dashboard and monitor how the model’s picks perform over time.
How the monthly picker operates - key mechanics
- The AI refreshes strategies at the start of each month, generating up to 20 stock selections per strategy.
- Selections are derived from a blend of over 150 financial models and more than 15 years of global financial data.
- Equal-weighting is used to track strategy performance consistently across the selected stocks.
Investors should note that strength often emerges unevenly across markets - building first in certain sectors and names before widespread attention follows. The recent energy moves provide an example of that pattern: significant gains concentrated in a subset of stocks and segments rather than across the entire market.