Mike's mix vs the S&P 500: return over the last 12 months, every month since 1997

source: Each point: % gain or loss over the 12 months to that month-end (Jan 1997 to Oct 12 2026). Shaded: the mix's 12 months beat SPY's; Mike's mix: at each Jan and Jul month-end, 50% in the S&P 500 stock with the biggest 3-month gain, 25% each in the top two by 6-month gain (excluding that one); held 6 months untouched, 0.2% fee per trade. Starts Jan 31 1996; Prices: Yahoo month-end closes with dividends, plus dead S&P members patched in from free sources (QSTK 2000-12, sp500-data/Tiingo, a 2000-22 closes file without dividends). Still missing: most members before 2000. Before tax • drawn 2026-10-12 20:16 UTC