Deterministic weekly Top-20 equal-weight strategy (no discretionary overrides, no retroactive edits). Benchmarks shown side-by-side: Nasdaq-100 cap-weight, Nasdaq-100 equal-weight, and S&P 500.
Strategy
AI Top-20 Nasdaq-100
ai-top20-nasdaq100-v1-0-0-m2-0
Rebalance
Monday (weekly)
20 holdings
Transaction cost
15 bps turnover
Applied weekly
Policy
No historical backtests
Any simulation must be labeled as simulated.
Retail-facing metrics for how effectively the strategy compounds and controls risk.
Ending value
$10,088.02
Total return
+1.03%
CAGR
+33.43%
Max drawdown
-0.03%
Sharpe ratio
3.17
% months beating Nasdaq-100
+0.0%
Outperformance vs Nasdaq-100 (cap-weight)
-1.26%
Values are cumulative portfolio/index levels. Divergence over time indicates persistent relative edge.
How each benchmark compounded over the same live period.
Nasdaq-100 (Cap Weight)
$10,228.81
Total: +2.29%
Nasdaq-100 (Equal Weight)
$10,366.99
Total: +3.67%
S&P 500
$10,157.6
Total: +1.58%
Exactly 20 names, equal-weighted at 5% each.
| Rank | Symbol | Company | Weight | Score | Latent rank |
|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation Common Stock | +5.0% | 2 | 0.7800 |
| 2 | ADI | Analog Devices, Inc. Common Stock | +5.0% | 3 | 0.7400 |
| 3 | AMAT | Applied Materials, Inc. Common Stock | +5.0% | 3 | 0.7400 |
| 4 | MPWR | Monolithic Power Systems, Inc. Common Stock | +5.0% | 3 | 0.7400 |
| 5 | TTWO | Take-Two Interactive Software, Inc. Common Stock | +5.0% | 3 | 0.7400 |
| 6 | WDC | Western Digital Corporation Common Stock | +5.0% | 3 | 0.7400 |
| 7 | CDNS | Cadence Design Systems, Inc. Common Stock | +5.0% | 2 | 0.7400 |
| 8 | AVGO | Broadcom Inc. Common Stock | +5.0% | 2 | 0.7300 |
| 9 | CTAS | Cintas Corporation Common Stock | +5.0% | 2 | 0.7300 |
| 10 | GOOG | Alphabet Inc. Class C Capital Stock | +5.0% | 2 | 0.7300 |
| 11 | LRCX | Lam Research Corporation Common Stock | +5.0% | 2 | 0.7300 |
| 12 | META | Meta Platforms, Inc. Class A Common Stock | +5.0% | 2 | 0.7300 |
| 13 | MU | Micron Technology, Inc. Common Stock | +5.0% | 2 | 0.7300 |
| 14 | PLTR | Palantir Technologies Inc. Class A Common Stock | +5.0% | 2 | 0.7300 |
| 15 | REGN | Regeneron Pharmaceuticals, Inc. Common Stock | +5.0% | 2 | 0.7300 |
| 16 | HON | Honeywell International Inc. Common Stock | +5.0% | 3 | 0.7200 |
| 17 | SNPS | Synopsys, Inc. Common Stock | +5.0% | 2 | 0.7200 |
| 18 | STX | Seagate Technology Holdings PLC Ordinary Shares (Ireland) | +5.0% | 2 | 0.7100 |
| 19 | AMGN | Amgen Inc. Common Stock | +5.0% | 2 | 0.6800 |
| 20 | FTNT | Fortinet, Inc. Common Stock | +5.0% | 2 | 0.6800 |
Deterministic enters/exits from the weekly rebalance. Index exits are explicitly labeled.
FTNT
Entered Top-20
Prev weight: +0.0% · New weight: +5.0%
HON
Entered Top-20
Prev weight: +0.0% · New weight: +5.0%
NVDA
Entered Top-20
Prev weight: +0.0% · New weight: +5.0%
TTWO
Entered Top-20
Prev weight: +0.0% · New weight: +5.0%
ASML
Exited Top-20
Prev weight: +5.0% · New weight: +0.0%
BKR
Exited Top-20
Prev weight: +5.0% · New weight: +0.0%
TRI
Exited Top-20
Prev weight: +5.0% · New weight: +0.0%
VRTX
Exited Top-20
Prev weight: +5.0% · New weight: +0.0%
Signal-strength validation: weekly quintiles, 4-week non-overlapping quintiles, and cross-sectional regression.
Weekly Q5-Q1 spread
-1.72%
Formation date 2026-02-23
4-week Q5-Q1 spread
N/A
Awaiting 4-week quintile data
Regression beta
-0.0032
Run date 2026-02-23, n=101
Not investment advice. Past performance does not guarantee future results.