LAG7 supporting long-history result reported by Ram Ahluwalia — tweet
LAG7 supporting long-history result reported by Ram Ahluwalia — tweet
· @ramahluwalia
Tweet
X displays this post at 8:07 AM on September 25, 2026 (timezone not established). Ram reports that Lumida tested Sheel Mohnot's monthly worst-rank Mag 7 rotation back to 2015, claiming it beat equal-weight Mag 7 and simple ownership of the basket. The post embeds the original Pitdesi claim and four chart images, and discloses that rebalance transaction costs and taxes are excluded. Treat this as a secondary, unverified result; it does not replace the frozen reconstruction or establish costs, fills, or the chart inputs.
Takeaway
X displays this post at 8:07 AM on September 25, 2026 (timezone not established). Ram reports that Lumida tested Sheel Mohnot's monthly worst-rank Mag 7 rotation back to 2015, claiming it beat equal-weight Mag 7 and simple ownership of the basket. The post embeds the original Pitdesi claim and four chart images, and discloses that rebalance transaction costs and taxes are excluded. Treat this as a secondary, unverified result; it does not replace the frozen reconstruction or establish costs, fills, or the chart inputs.
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