BEST OF THE BEST MODEL - SINCE 1977
Forty-nine years of taking the emotion
out of stock picking.
The Best of the Best Model is a rules-based equity model built from more than thirty independent, proprietary screens. A stock earns one of ten portfolio slots only when separate systems agree on it — reconstituted every season, judged only by the record it leaves behind.
30-Year CAGR - Best of the Best
18.22%
30-Year CAGR - S&P 500 TR
10.30%
Annual win rate, since inception
91.8%
Data as of May 31, 2026. Model returns reflect a 0.50% annual trading expense. Hypothetical, simulated model performance — see important disclosures at the bottom of this page.
49
Years of track record, 1977–2025
45 / 4
Positive vs. negative calendar years
0.76
Beta — less volatility than the index
11.44
Alpha — annualized excess return
-40.15%
Max drawdown vs. -52.38% for the S&P 500
THE MODEL
Consensus, not conviction.
The model isn't trying to be the smartest voice in the room. It's trying to be the most agreed-upon one.
Objective
Find the ten best stocks, every quarter.
Each season the model identifies the ten stocks - drawn from the global, all-cap universe - it judges best positioned to outperform the total return of the S&P 500 over the long run. The premise: a stock flagged by several independent models carries a stronger signal than one flagged by just one.
Method
Thirty-plus screens vote. The portfolio listens.
More than thirty independent, proprietary quantitative models scan for the stocks best positioned for the quarter ahead. A name earns a place in the ten-stock, equal-weighted portfolio only where multiple unrelated systems converge. The full slate turns over on the first trading day of February, May, August, and November.
THE LEDGER
Growth of $10,000, since 1977.
A hypothetical $10,000 invested at inception, compounding through every reconstitution, every drawdown, every recovery — plotted on a log scale so five decades of growth fit on one page.
Trailing returns, by period.
Compound annual growth rate across rolling periods, compared against the S&P 500
Total Return Index and the broader S&P 1500.
| Period | Best of the Best | S&P 500 TR | S&P 1500 | Spread vs. S&P 500 |
|---|---|---|---|---|
| 3 Year | 26.38% | 23.09% | 21.42% | +3.29 pts |
| 5 Year | 17.01% | 14.15% | 11.96% | +2.86 pts |
| 10 Year | 19.76% | 15.27% | 13.36% | +4.49 pts |
| 15 Year | 20.16% | 14.00% | 11.96% | +6.16 pts |
| 20 Year | 18.73% | 11.32% | 9.27% | +7.41 pts |
| 25 Year | 18.33% | 10.51% | 7.60% | +7.82 pts |
| 30 Year | 18.22% | 10.30% | 8.54% | +7.92 pts |
RISK & CONSISTENCY
Higher return doesn't have to mean wilder rides.
A model that only wins big in good years isn't disciplined — it's lucky. These figures describe how the Best of the Best Model has behaved across the bad years too.
EDUCATION
Why rules, and not instinct.
GBJS Wealth is an education-only brand. Here's the thinking behind quantitative,
rules-based investing - not as a pitch, but as the framework the model is built on.
Quantitative Investing
A rules-based approach to selecting investments that leans on historical data and statistical method rather than gut feel, aiming to remove the emotional biases - fear, greed, overconfidence - that tend to work against investors at exactly the wrong moments.
Emotionless Investing
Sometimes called systematic or rule-based investing: decisions are made by predefined criteria, not by reacting to headlines. The discipline is in sticking to the strategy through volatility, rather than panic-selling on the way down or chasing on the way up.
Backtesting
Before a strategy is trusted, it's run against decades of historical data to see how it would have actually performed - including through recessions, bubbles, and crashes - not just in friendly markets.
Reconstitution
The model's ten holdings are rebuilt every season, not held indefinitely. As market and economic conditions shift, the portfolio is designed to shift with them - rather than anchoring to names that made sense a year ago but may not today.
ABOUT
GBJS Wealth
GBJS Wealth is the educational brand of GBJ Scott Financial, Inc., founded by George B J Scott and based in Seal Beach, California. The Best of the Best Model is presented for educational purposes — to show, in plain numbers, what a disciplined, rules-based approach to equity selection has looked like across nearly five decades of markets.
OFFICE
LOCATION
Seal Beach, CA 90740
Investment advisory and financial planning services are offered through Belpointe Asset Management LLC ("Belpointe"), an investment advisor registered with the U.S. Securities and Exchange Commission. SEC registration does not imply any particular level of skill or training. This page is intended to be educational only and does not constitute a recommendation; readers should seek personal advice from their own financial, tax, or legal advisors before acting on anything described here.
The Best of the Best Model's historical results are simulated and hypothetical, applied retroactively with the full benefit of hindsight. They do not reflect actual trading, and actual portfolios — had they been managed — are not guaranteed to have achieved similar results. Past performance never guarantees future outcomes.
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- The current ten-stock list, refreshed every reconstitution
- The full data card — CAGR, drawdowns, and risk metrics — each quarter
- Cancel any time, directly from your Stripe billing portal
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[email protected] · gbjswealth.com · Seal Beach, CA
For educational purposes only. Does not constitute investment advice or a recommendation to buy or sell any security. Returns shown represent simulated, hypothetical Best of the Best Model performance, applied retroactively with the benefit of hindsight, and do not represent actual trading; actual results may differ materially, and if real portfolios had been managed, there is no guarantee they would have achieved similar results.
Model returns reflect a 0.50% annual trading expense on total portfolio value, which may be higher or lower than actual trading costs, and assume an equal weighting across the ten-stock portfolio. Actual performance investing alongside the model will vary, in part because an actual portfolio may not be fully invested at all times. Some years' results were meaningfully stronger than the S&P 500; the model can also underperform or post negative results in other years. Investing in common stocks carries risk, including the risk of recession and deterioration in the financial condition of issuers or the broader market. Historical data provided by iQuant.pro.
ABOUT
GBJS Wealth is the educational brand name of GBJ Scott Financial, Inc. George B J Scott is the founder of the brand. GBJ Scott Financial offers investment advisory and financial planning services through Belpointe Asset Management LLC ("Belpointe"), an investment advisor registered with the Securities and Exchange Commission ("SEC"). Registration with the SEC does not imply any level of skill or training.
CA Insurance License #0725050 · IARD #133763 · CRD #1721936. Check the background of your financial professional on FINRA's BrokerCheck. As of January 1, 2020, the California Consumer Privacy Act (CCPA) provides residents the right to request that their personal information not be sold.
Subscription billing is processed securely by Stripe, Inc. GBJS Wealth does not collect or store payment card numbers. Plans renew automatically at the cadence shown at checkout until canceled; you may cancel at any time through your Stripe billing portal or by contacting [email protected]. Subscribing to receive the model's stock list does not constitute investment advice or a personal recommendation.
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george@gbjswealth.net · gbjswealth.com · Seal Beach, CA