Updated Jun 2, 2026
Selected portfolio
Balanced
Top 20 · Quarterly · Cap
Rank #32
Risk
Balanced
Risk
Balanced
Stocks included
Top 20
Stocks included
Top 20
Rebalance
Quarterly
Rebalance
Quarterly
Weighting
Cap weight
Weighting
Cap weight
Key metrics
Since Feb 17, 2026
- $12,051 (+20.5%)
Portfolio value
- +9.3%
Performance vs S&P 500
- 2.62
Sharpe ratio
- +91.4%
CAGR
- -12.2%
Max drawdown
What you are looking at
Starting capital: $10,000 simulated. Disclaimer
| # | Stock | Value | Cost basis |
|---|---|---|---|
Returns
Risk
Consistency
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Not investment advice. Past performance does not guarantee future results. Full disclaimer