The monthly Top 10, and the risks named against each pick
Ten high-conviction ideas, refreshed every month, each with a written thesis and the specific risks that would invalidate it. A good score on its own does not earn a place on the list.
Last updated October 12, 2026
The Top 10 is Returnolio's signature output: ten high-conviction ideas, refreshed every month, each with a written thesis (the case for owning the company) and the specific risks that would prove it wrong.
How a name makes the list
Seven places go to the companies our model rates highest, and a selection review asks more of them than a good score: a thesis we can write and defend, with the risks named against it. Up to three more places can go to Moonshot Detected Companies, names the market has kept repricing upward, when our reading of market conditions favors them. In other months all ten are core names.
The book is ten names, bought at equal weight and left to run, no more than four from one sector. A holding stays until a challenger clearly beats it.
Manual editorial step
For the core names, the model ranks and a person decides. If a name passes the model but we cannot write a thesis we believe, it does not make the list. Coverage breadth matters less than conviction.
How to use it
Use the Top 10 as a starting point for your own research, not a buy-list. Each entry links to the full ticker page where you can see the underlying Returnolio score, fair value and risks. Moonshot Detected names are badged on the page.
The live track record
The ten are a real portfolio, marked after every close. The record is on the Top 10 page in the app, and the same curve is on our home page.
Educational and proprietary. This explains what our research does, not the exact formula behind it, and it is not personalised investment advice. See the full disclaimer.
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