InfluAlpha

Morningstar, Inc.

YouTube Creator • Market Analysis

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vs. index
−3.8%
−3.0% raw
Videos scored
16
Calls
87
Win rate · 86 calls
33%
Months active
2

Morningstar, Inc.: tracked call record. Across the full tracked record, 86 of 87 published calls are scored, with an average call return of -1.78%. Scored calls were published from 13 Jul 2026 to 16 Sep 2026, measured from each entry price to its latest available close (price dates: 04 Sep 2026 to 21 Sep 2026). Average benchmark excess is -2.95 percentage points, based on 86 of the 86 scored calls only. Unscored calls are excluded from averages. Holding periods and price freshness vary. These are averages of directional call returns, not an investable portfolio return; fees, dividends and execution costs are not included.

The headline above the call table is a separate stored metric: average video return -3.02% and benchmark excess -3.79 percentage points, for videos published within the trailing 12 months at the last calculation. Videos have equal weight; excess includes only benchmarked videos. Its exact calculation date and sample size are not stored. The tracked-video and total-call counts cover the full record.

Tracked calls

61 assets · 86 calls priced · market close 22 Sep 2026

  1. PLTR NASDAQ Buy Calls 1 Avg return +48.4% vs. index +45.2%
  2. CNH NYSE Buy Calls 1 Avg return +25.6% vs. index +27.0%
  3. MSFT NASDAQ Buy Calls 3 Avg return +19.6% vs. index +18.8%
  4. VZ NYSE Buy Calls 2 Avg return +10.2% vs. index +8.6%
  5. CAT NYSE Sell Calls 1 Avg return +8.7% vs. index +5.5%
  6. DVN NYSE Buy Calls 3 Avg return +8.5% vs. index +6.8%
  7. GEV NYSE Sell Calls 1 Avg return +8.2% vs. index +5.1%
  8. NVDA NASDAQ Buy Calls 2 Avg return +8.1% vs. index +5.5%
  9. MU NASDAQ Buy Calls 1 Avg return +5.4% vs. index +2.2%
  10. AMZN NASDAQ Buy Sell Calls 3 Avg return +4.7% vs. index +2.0%
  11. VTWO NASDAQ Sell Calls 1 Avg return +3.8% vs. index +4.0%
  12. SCHW NYSE Buy Calls 4 Avg return +3.3% vs. index +2.0%

Showing the 12 strongest of 61 assets called.

All Videos

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