Trader Bots & Weekly Strategies Beat the S&P 500—Plus Next Week’s Picks

A 100% win rate against the benchmark this week as our weekly buckets and debut AI bots outperformed a falling market. Here are the receipts and our November 1st selections.

Dad Street · · 19 min read

The Sunday Gameplan · cohort of November 1, 2026 · engine 30.4 The S&P 500 dropped 1.82% on the session to 7,580. Our engine remains in an Expansion regime with 86% confidence. The live market read sits at 55 of 100, which we rate as constructive. Our paper trading bots hold $99,616 from a $100,000 start on October 26, 2026. That puts the paper pot ahead of the S&P 500, which fell to $99,143 over the same period. Subscribers should look at the Value book first, where Nexa Resources ($NEXA), HCA Healthcare ($HCA), and ACCO Brands ($ACCO) enter as new selections. 🧾 The receipt - Weekly Picks & AI Bots Our Weekly Strategies Book Inception Return since S&P 500 Alpha Best Worst ----------- ----------- ------------ ------- ----- ------------- ------------ Value 29-Mar-2026 7.3% 2.8% +4.6% $DELL +138.6% $SFD -31.8% Dividend 21-Jun-2026 1.8% 0% +1.8% $HRB +49.2% $SFD -30.2% Multipolar 21-Jun-2026 -3.7% 0% -3.7% $SM +45.2% $HWM -28.3% Small Cap 21-Jun-2026 3.3% 0% +3.3% $PAYS +88.2% $TSSI -49.4% AI Frontier 6-Sept-2026 -0.8% -1.3% +0.6% $GEN +32.5% $SIMO -25.6% Our Value book cohort from 2026-10-25 led the week with a +2.7% return against a -0.6% drop for the S&P 500. BioCryst Pharmaceuticals, trading as $BCRX, was the top performer in that group with a +10.7% gain. Adobe, trading as $ADBE, was the drag on that same cohort with a -5.2% loss. Our AI Frontier book cohort from 2026-10-25 also beat the market but carried our deepest individual loss. Pinterest, trading as $PINS, fell -13.3% in that group. --- Hank, Otto, and Dottie - Our Trader Bot Debut Our paper-trading bots finished their first week since the Monday launch down 0.38% to $99,616. That beats the S&P, which dropped 0.86% over the same period. Hank, our fast-trading bot, took a clean 10.3% loss on $GOOG after it hit his stop-loss. He did not complain. He simply bought $FTNT and $MOD instead. Otto is finding better luck with lunch. His position in $CMG is up 13.4% since he bought it, leading our open trades. He also added $RSI to his garden on Friday morning. Dottie remains entirely in cash because the VIX is too quiet for her contrarian style. Our engine shows how much these businesses differ under the hood. Otto's holding $MOS carries a high-quality Dad Score of 83.0, while Hank's trade $GLXY sits in the poor band at 5.9. The bots do not care about quality; they only care about the setup. More details on our advanced paper trading bots are at the bottom of this article. Our bots make all their trades out in the open on dadfin.com - no login or sign-up required. Because we like sharing the fun. Check out our landing page to follow live what our bots are paper-trading and how they feel about the day! --- 📊 The macro read Regime: Expansion · 86% confidence · DadFin's live read: 55 of 100 · CONSTRUCTIVE Our weekly regime call remains in Expansion with 86% confidence. Alongside this call, our live market read sits at 55 of 100, which keeps our outlook at constructive. This reading persists even after the S&P 500 dropped 1.82% on the session to close at 7,580. The engine continues to see stable underlying conditions beneath the daily noise. A shift in this outlook would require a deeper breakdown in our core indicators. The VIX rose 12.91% on the session to finish at 19.42. If volatility continues to climb and our live read drops below the constructive threshold, the engine will adjust its stance. For now, the data keeps us steady. --- 💎 Value — free Good businesses the market prices as ordinary. 5 names; weights 100.0%. Stock St Score Wt EY ROIC F SY 52w Short β Z ND/EBITDA --- ----- ------------ ----- ----- ----- ------ --- ----- ---- ----- ---- ---- --------- 1 $NEXA new 109.9 28.0% 9.9% 13.8% 7/9 5.1% +97% 1.1% 2.44 0.77 1.6x 2 $HCA new 108.4 24.5% 7.5% 25.0% 7/9 10.8% +3% 3.6% 0.11 2.59 3.3x 3 $ACCO new 107.9 19.4% 7.4% 5.3% 6/9 9.8% +64% 7.2% 0.51 0.74 4.7x 4 $BCRX held 3 weeks 108.6 15.4% 13.8% 100.0% 7/9 10.0% +23% 10.5% 0.64 2.36 1.1x 5 $ADBE held 3 weeks 110.8 12.6% 9.2% 46.6% 7/9 11.6% -26% 5.2% 0.24 7.23 0.1x The Value book holds 5 names this week. We have 3 new entries in the book. Two positions are held from previous weeks. 1. Nexa Resources S.A. ($NEXA) · Basic Materials Nexa Resources S.A. is a basic materials company with a 13.8% return on invested capital. The business has a forward P/E of 3.3x. Our engine notes a death cross and stacked down averages on the chart. The engine flags a cyclical earnings yield and an Altman-Z of 0.77 in the distress zone. The argument against: Altman-Z 0.77 (distress zone). DadFin now: chart: Death cross, Averages stacked down 2. HCA Healthcare, Inc. ($HCA) · Healthcare HCA Healthcare, Inc. is a healthcare business with a 25.0% return on invested capital. The company has a shareholder yield of 10.8%. Our ML Trader desk and our ML Swing desk both rank the stock in the top 9% of the names they scored. The engine points to elevated leverage with net debt to EBITDA at 3.26x. The argument against: Net Debt/EBITDA 3.26x (elevated leverage). DadFin now: ML Trader top 9% · ML Swing top 9% · chart: MACD cross up 3. Acco Brands Corporation ($ACCO) · Industrials Acco Brands Corporation is an industrials business with a 9.8% shareholder yield. The company has a dividend yield of 6.9%. The stock hit a 52-week high with a volume breakout this session. The engine triggered an automatic failure flag because the three-year revenue CAGR is below -5% a year. The argument against: engine Auto\ Fail: failed a hard quality check (3-year revenue CAGR below -5% a year); Net Debt/EBITDA 4.74x (elevated leverage); Altman-Z 0.74 (distress zone). DadFin now: chart: 52-week high, Volume breakout 4. BioCryst Pharmaceuticals, Inc. ($BCRX) · Healthcare BioCryst Pharmaceuticals, Inc. is a healthcare company with a 100.0% return on invested capital. The business has an earnings yield of 13.8%. We have held this position for 3 weeks. The engine notes that 10.5% of the float is sold short. The argument against: 10.5% of float sold short. 5. Adobe Inc. ($ADBE) · Technology Adobe Inc. is a technology company with a 46.6% return on invested capital. The business has…

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