Updated Jun 2, 2026
Selected portfolio
Balanced
Top 20 · Quarterly · Equal
Rank #23
Risk
Balanced
Risk
Balanced
Stocks included
Top 20
Stocks included
Top 20
Rebalance
Quarterly
Rebalance
Quarterly
Weighting
Equal weight
Weighting
Equal weight
Key metrics
Since Feb 17, 2026
- $12,327 (+23.3%)
Portfolio value
- +12.1%
Performance vs S&P 500
- 3.29
Sharpe ratio
- +107.0%
CAGR
- -11.2%
Max drawdown
What you are looking at
Starting capital: $10,000 simulated. Disclaimer
| # | Stock | Value | Cost basis |
|---|---|---|---|
Returns
Risk
Consistency
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See the full methodology, portfolio-ranking rules, and scientific grounding.
Not investment advice. Past performance does not guarantee future results. Full disclaimer