monthly rebalance · Benchmark: SPY · 2012-11-30 to 2026-08-17
Growth of $10,000 — logarithmic scale
Decline from the prior peak, on daily equity
| Metric | Hot Stocks | SPY |
|---|---|---|
| Start Balance | $10,000 | $10,000 |
| End Balance | $3,102,340 | $68,320 |
| Annualized Return (CAGR) | 52.18% | 15.10% |
| Standard Deviation | 30.36% | 14.17% |
| Best Year | 152.78% | 32.31% |
| Worst Year | -3.68% | -18.18% |
| Maximum Drawdown (Daily) | -44.08% (2020-03-18) | -33.72% (2020-03-23) |
| Maximum Drawdown (Monthly) | -25.23% (2022-09-30) | -23.93% (2022-09-30) |
| Sharpe Ratio | 1.48 | 0.94 |
| Sortino Ratio | 2.68 | 1.34 |
| Benchmark Correlation | 0.62 | 1.00 |
Sharpe and Sortino use returns in excess of the 3-month T-bill (FRED DGS3MO), averaging 1.83% a year over this window; Sortino's downside deviation is measured below that same rate.
| Year | Strategy Return | Balance | SPY Return | Balance |
|---|---|---|---|---|
| 2026 | 54.23% | $2,958,783 | 10.13% | $66,644 |
| 2025 | 9.71% | $1,918,403 | 17.72% | $60,514 |
| 2024 | 31.02% | $1,748,666 | 24.89% | $51,405 |
| 2023 | 62.66% | $1,334,628 | 26.18% | $41,162 |
| 2022 | -3.68% | $820,503 | -18.18% | $32,622 |
| 2021 | 52.83% | $851,893 | 28.73% | $39,869 |
| 2020 | 151.50% | $557,422 | 18.33% | $30,971 |
| 2019 | 37.75% | $221,637 | 31.22% | $26,173 |
| 2018 | 33.73% | $160,903 | -4.57% | $19,945 |
| 2017 | 30.39% | $120,315 | 21.71% | $20,900 |
| 2016 | 116.23% | $92,275 | 12.00% | $17,173 |
| 2015 | 24.92% | $42,674 | 1.23% | $15,333 |
| 2014 | 32.82% | $34,162 | 13.46% | $15,146 |
| 2013 | 152.78% | $25,721 | 32.31% | $13,349 |
| 2012 | 1.75% | $10,175 | 0.89% | $10,089 |
| Year | Month | Strategy | Balance | SPY | Balance | Holdings |
|---|---|---|---|---|---|---|
| 2026 | 2026-08 | 6.69% | $3,156,594 | 3.43% | $68,930 | AMD 29%, CROX 14%, CSCO 10%, INTC 19%, MU 24%, UNH 5% |
| 2026 | 2026-07 | -23.19% | $2,958,783 | 0.03% | $66,644 | AMD 19%, CAT 14%, CROX 5%, CSCO 10%, INTC 24%, MU 29% |
| 2026 | 2026-06 | 14.75% | $3,851,975 | -1.03% | $66,621 | AMD 19%, CAT 10%, CROX 5%, CSCO 14%, INTC 24%, MU 29% |
| 2026 | 2026-05 | 32.66% | $3,356,883 | 5.26% | $67,314 | AMD 14%, CAT 19%, GOOGL 5%, INTC 29%, MU 24%, XOM 10% |
| 2026 | 2026-04 | 16.40% | $2,530,499 | 10.51% | $63,948 | BMY 10%, CAT 19%, CVX 5%, MRK 14%, MU 29%, XOM 24% |
| 2026 | 2026-03 | -8.44% | $2,173,973 | -4.94% | $57,869 | CAT 19%, GOOGL 10%, INTC 24%, LLY 5%, MRK 14%, MU 29% |
| 2026 | 2026-02 | 1.01% | $2,374,474 | -0.86% | $60,875 | CAT 14%, GOOGL 19%, INTC 24%, LLY 5%, MRK 10%, MU 29% |
| 2026 | 2026-01 | 22.53% | $2,350,692 | 1.47% | $61,406 | AMD 14%, CAT 10%, GOOGL 24%, INTC 19%, MU 29%, TSLA 5% |
| 2025 | 2025-12 | 1.82% | $1,918,403 | 0.08% | $60,514 | AMD 19%, AVGO 10%, CAT 5%, GOOGL 14%, INTC 24%, MU 29% |
| 2025 | 2025-11 | -1.03% | $1,884,136 | 0.20% | $60,465 | AMD 24%, AVGO 14%, CAT 10%, INTC 19%, MU 29%, NVDA 5% |
| 2025 | 2025-10 | 17.77% | $1,903,728 | 2.38% | $60,348 | AMD 5%, AVGO 29%, GOOGL 10%, MU 24%, NVDA 19%, TSLA 14% |
| 2025 | 2025-09 | 1.93% | $1,616,537 | 3.56% | $58,943 | AMD 29%, AVGO 24%, BA 10%, CDNS 19%, NVDA 14%, SNPS 5% |
| 2025 | 2025-08 | -2.80% | $1,585,923 | 2.05% | $56,915 | AMD 29%, AVGO 19%, BA 10%, CDNS 5%, MSFT 14%, NVDA 24% |
| 2025 | 2025-07 | -8.21% | $1,631,617 | 2.30% | $55,771 | GS 10%, IBM 19%, JPM 5%, META 14%, MU 24%, NFLX 29% |
| 2025 | 2025-06 | 7.85% | $1,777,474 | 5.14% | $54,515 | ABT 5%, AVGO 29%, BA 19%, IBM 10%, NFLX 24%, V 14% |
| 2025 | 2025-05 | 7.26% | $1,648,135 | 6.28% | $51,851 | ABT 5%, BA 24%, IBM 10%, NFLX 29%, V 19%, WMT 14% |
| 2025 | 2025-04 | 2.01% | $1,536,650 | -0.87% | $48,785 | ABT 5%, BMY 19%, CSCO 10%, JPM 14%, NFLX 29%, V 24% |
| 2025 | 2025-03 | -7.14% | $1,506,327 | -5.57% | $49,212 | CSCO 14%, META 10%, NFLX 29%, TSLA 24%, V 19%, WMT 5% |
| 2025 | 2025-02 | -9.27% | $1,622,124 | -1.27% | $52,116 | AVGO 10%, IBM 5%, META 19%, NFLX 24%, TSLA 29%, WMT 14% |
| 2025 | 2025-01 | 2.25% | $1,787,925 | 2.69% | $52,786 | AVGO 24%, BMY 19%, CRM 5%, NFLX 10%, TSLA 29%, WMT 14% |
| 2024 | 2024-12 | 3.47% | $1,748,666 | -2.41% | $51,405 | BMY 24%, CRM 19%, IBM 10%, NFLX 5%, TSLA 29%, WMT 14% |
| 2024 | 2024-11 | 13.54% | $1,690,086 | 5.96% | $52,673 | AAPL 10%, META 5%, NFLX 19%, NVDA 29%, TSLA 14%, WMT 24% |
| 2024 | 2024-10 | -0.33% | $1,488,537 | -0.89% | $49,708 | AAPL 24%, AVGO 10%, GS 5%, NVDA 14%, TSLA 29%, WMT 19% |
| 2024 | 2024-09 | 0.38% | $1,493,447 | 2.10% | $50,156 | AAPL 10%, AVGO 5%, GS 19%, LLY 14%, NVDA 29%, WMT 24% |
| 2024 | 2024-08 | 1.23% | $1,487,769 | 2.34% | $49,124 | AVGO 24%, AXP 5%, CROX 14%, GS 19%, MU 10%, NVDA 29% |
| 2024 | 2024-07 | -8.14% | $1,469,664 | 1.21% | $48,002 | AVGO 10%, CROX 24%, LLY 19%, META 5%, MU 14%, NVDA 29% |
| 2024 | 2024-06 | 7.32% | $1,599,900 | 3.53% | $47,428 | AVGO 14%, AXP 5%, CROX 19%, META 10%, MU 24%, NVDA 29% |
| 2024 | 2024-05 | 8.90% | $1,490,746 | 5.06% | $45,812 | AMD 10%, AVGO 5%, AXP 14%, BLDR 19%, MU 24%, NVDA 29% |
| 2024 | 2024-04 | -8.56% | $1,368,851 | -4.03% | $43,606 | AMD 24%, BLDR 14%, CROX 10%, META 5%, MU 19%, NVDA 29% |
| 2024 | 2024-03 | 1.28% | $1,496,932 | 3.27% | $45,438 | AMD 29%, AVGO 14%, AXP 10%, CRM 5%, META 24%, NVDA 19% |
| 2024 | 2024-02 | 10.21% | $1,477,964 | 5.22% | $43,999 | AMD 29%, AMGN 19%, AVGO 14%, IBM 5%, LLY 24%, NVDA 10% |
| 2024 | 2024-01 | 0.48% | $1,341,095 | 1.59% | $41,817 | AMD 10%, AMGN 19%, AVGO 14%, IBM 5%, INTC 29%, MU 24% |
| 2023 | 2023-12 | 3.40% | $1,334,628 | 4.57% | $41,162 | ADBE 29%, AMGN 10%, IBM 14%, INTC 24%, LLY 19%, NVDA 5% |
| 2023 | 2023-11 | 12.44% | $1,290,741 | 9.13% | $39,364 | ADBE 24%, AMZN 5%, AVGO 14%, LLY 19%, NVDA 29%, SNPS 10% |
| 2023 | 2023-10 | -1.88% | $1,147,959 | -2.17% | $36,070 | ADBE 10%, AVGO 5%, BLDR 14%, LLY 29%, META 19%, NVDA 24% |
| 2023 | 2023-09 | -8.14% | $1,170,005 | -4.74% | $36,870 | ADBE 19%, AVGO 5%, BLDR 14%, LLY 24%, META 10%, NVDA 29% |
| 2023 | 2023-08 | -0.32% | $1,273,723 | -1.63% | $38,706 | AMD 5%, AVGO 14%, BLDR 19%, META 24%, NVDA 29%, TSLA 10% |
| 2023 | 2023-07 | 7.26% | $1,277,813 | 3.27% | $39,345 | AMD 10%, BLDR 14%, CRM 5%, META 24%, NVDA 29%, TSLA 19% |
| 2023 | 2023-06 | 8.49% | $1,191,304 | 6.48% | $38,098 | AMD 14%, AVGO 10%, BLDR 19%, CRM 5%, META 29%, NVDA 24% |
| 2023 | 2023-05 | 16.04% | $1,098,095 | 0.46% | $35,780 | AMD 10%, BA 5%, BLDR 14%, CROX 19%, META 29%, NVDA 24% |
| 2023 | 2023-04 | 0.34% | $946,299 | 1.60% | $35,615 | AMD 10%, BA 19%, BLDR 5%, CROX 24%, META 14%, NVDA 29% |
| 2023 | 2023-03 | 6.87% | $943,114 | 3.71% | $35,055 | BLDR 19%, CAT 10%, CROX 29%, JPM 5%, NFLX 14%, NVDA 24% |
| 2023 | 2023-02 | -3.72% | $882,504 | -2.51% | $33,802 | BA 19%, CAT 14%, CROX 29%, JPM 10%, MRK 5%, NFLX 24% |
| 2023 | 2023-01 | 11.71% | $916,559 | 6.29% | $34,674 | BA 19%, CAT 14%, CROX 29%, CVX 5%, NFLX 24%, XOM 10% |
| 2022 | 2022-12 | 1.59% | $820,503 | -5.76% | $32,622 | BA 19%, CROX 29%, GS 10%, LLY 5%, MRK 14%, NFLX 24% |
| 2022 | 2022-11 | 3.74% | $807,668 | 5.56% | $34,617 | AMGN 14%, CVX 10%, LLY 19%, MRK 5%, NFLX 29%, XOM 24% |
| 2022 | 2022-10 | 13.49% | $778,523 | 8.13% | $32,794 | CDNS 5%, LLY 29%, MRK 14%, UNH 10%, VRTX 24%, XOM 19% |
| 2022 | 2022-09 | -1.54% | $685,969 | -9.24% | $30,329 | CDNS 14%, CVX 5%, LLY 19%, MRK 10%, VRTX 24%, XOM 29% |
| 2022 | 2022-08 | -4.68% | $696,699 | -4.08% | $33,419 | CDNS 14%, CVX 19%, LLY 29%, SNPS 10%, UNH 5%, XOM 24% |
| 2022 | 2022-07 | 4.62% | $730,937 | 9.21% | $34,840 | BMY 19%, CVX 14%, LLY 5%, MRK 10%, VRTX 24%, XOM 29% |
| 2022 | 2022-06 | -6.16% | $698,677 | -8.25% | $31,902 | AMGN 10%, BMY 14%, CVX 24%, LLY 5%, VRTX 19%, XOM 29% |
| 2022 | 2022-05 | 5.31% | $744,579 | 0.23% | $34,769 | BMY 14%, CVX 24%, KO 10%, LLY 5%, VRTX 29%, XOM 19% |
| 2022 | 2022-04 | -5.78% | $707,012 | -8.78% | $34,691 | AVGO 5%, CVX 29%, NVDA 10%, TSLA 14%, VRTX 19%, XOM 24% |
| 2022 | 2022-03 | 2.60% | $750,397 | 3.76% | $38,029 | AVGO 10%, BLDR 19%, CVX 29%, MU 14%, TSLA 5%, XOM 24% |
| 2022 | 2022-02 | 3.37% | $731,402 | -2.95% | $36,651 | AVGO 5%, BLDR 29%, CVX 14%, NVDA 10%, TSLA 24%, XOM 19% |
| 2022 | 2022-01 | -16.94% | $707,571 | -5.27% | $37,766 | AMD 19%, AVGO 10%, BLDR 29%, CDNS 5%, NVDA 14%, TSLA 24% |
| 2021 | 2021-12 | -7.14% | $851,893 | 4.62% | $39,869 | AMD 24%, BLDR 10%, CDNS 5%, CROX 14%, NVDA 29%, TSLA 19% |
| 2021 | 2021-11 | 13.27% | $917,386 | -0.80% | $38,106 | AMD 14%, CROX 24%, LLY 10%, NVDA 29%, SNPS 5%, TSLA 19% |
| 2021 | 2021-10 | 15.39% | $809,898 | 7.02% | $38,415 | AMD 19%, CRM 10%, CROX 29%, GOOGL 14%, LLY 5%, NVDA 24% |
| 2021 | 2021-09 | -6.74% | $701,904 | -4.66% | $35,896 | ADBE 14%, CROX 29%, GOOGL 10%, META 19%, NVDA 24%, SNPS 5% |
| 2021 | 2021-08 | 6.89% | $752,637 | 2.98% | $37,651 | AXP 19%, CROX 29%, GOOGL 14%, GS 10%, META 5%, NVDA 24% |
| 2021 | 2021-07 | 3.15% | $704,115 | 2.44% | $36,563 | AXP 5%, CROX 29%, GOOGL 10%, GS 14%, NVDA 19%, XOM 24% |
| 2021 | 2021-06 | 5.36% | $682,631 | 2.24% | $35,692 | CAT 10%, CROX 29%, GS 24%, JPM 14%, LLY 5%, XOM 19% |
| 2021 | 2021-05 | 0.25% | $647,924 | 0.66% | $34,909 | AXP 5%, CROX 29%, GS 24%, MU 10%, TSLA 19%, XOM 14% |
| 2021 | 2021-04 | 7.93% | $646,334 | 5.29% | $34,681 | CAT 5%, CROX 29%, GS 14%, JPM 10%, MU 24%, XOM 19% |
| 2021 | 2021-03 | 1.92% | $598,869 | 4.54% | $32,938 | CAT 14%, CROX 24%, DIS 5%, GS 19%, JPM 10%, MU 29% |
| 2021 | 2021-02 | 3.95% | $587,600 | 2.78% | $31,508 | AVGO 10%, BLDR 19%, CROX 24%, DIS 5%, MU 14%, TSLA 29% |
| 2021 | 2021-01 | 1.41% | $565,277 | -1.02% | $30,655 | AMD 19%, BLDR 24%, CROX 14%, DIS 10%, HON 5%, TSLA 29% |
| 2020 | 2020-12 | 10.36% | $557,422 | 3.70% | $30,971 | AAPL 5%, AMD 14%, BLDR 19%, CROX 24%, NVDA 10%, TSLA 29% |
| 2020 | 2020-11 | 22.88% | $505,089 | 10.88% | $29,865 | AAPL 10%, AMD 5%, BLDR 14%, CROX 24%, NVDA 19%, TSLA 29% |
| 2020 | 2020-10 | -2.16% | $411,028 | -2.49% | $26,935 | AAPL 10%, AMD 5%, BLDR 24%, CROX 19%, NVDA 14%, TSLA 29% |
| 2020 | 2020-09 | -8.54% | $420,082 | -3.74% | $27,623 | AAPL 14%, AMD 24%, AMZN 10%, CDNS 5%, NVDA 19%, TSLA 29% |
| 2020 | 2020-08 | 32.50% | $459,324 | 6.98% | $28,698 | AMD 19%, AMZN 14%, CDNS 10%, NFLX 5%, NVDA 24%, TSLA 29% |
| 2020 | 2020-07 | 16.82% | $346,655 | 5.89% | $26,826 | AMZN 19%, CDNS 5%, NFLX 14%, NVDA 24%, SNPS 10%, TSLA 29% |
| 2020 | 2020-06 | 12.64% | $296,752 | 1.77% | $25,334 | AMD 19%, AMZN 14%, LLY 5%, NFLX 10%, NVDA 24%, TSLA 29% |
| 2020 | 2020-05 | 5.49% | $263,456 | 4.76% | $24,892 | AMD 24%, AMZN 10%, LLY 5%, NFLX 19%, NVDA 14%, TSLA 29% |
| 2020 | 2020-04 | 22.22% | $249,742 | 12.70% | $23,760 | AMD 24%, LLY 5%, NFLX 10%, NVDA 19%, TSLA 29%, VRTX 14% |
| 2020 | 2020-03 | -7.83% | $204,342 | -12.49% | $21,083 | AAPL 14%, AMD 19%, BMY 5%, NFLX 10%, NVDA 24%, TSLA 29% |
| 2020 | 2020-02 | -9.96% | $221,693 | -7.92% | $24,091 | AAPL 14%, AMD 19%, BLDR 10%, BMY 5%, CROX 24%, TSLA 29% |
| 2020 | 2020-01 | 11.09% | $246,215 | -0.04% | $26,163 | AAPL 10%, AMD 19%, BLDR 14%, BMY 5%, CROX 29%, TSLA 24% |
| 2019 | 2019-12 | 13.62% | $221,637 | 2.91% | $26,173 | AAPL 10%, BLDR 24%, CROX 29%, MU 5%, NVDA 14%, TSLA 19% |
| 2019 | 2019-11 | 5.97% | $195,072 | 3.62% | $25,434 | AAPL 10%, AMD 5%, BLDR 29%, BMY 19%, CROX 14%, TSLA 24% |
| 2019 | 2019-10 | 3.27% | $184,090 | 2.21% | $24,546 | AAPL 5%, BLDR 29%, HD 19%, PG 14%, SNPS 10%, WMT 24% |
| 2019 | 2019-09 | -0.00% | $178,256 | 1.95% | $24,015 | AMD 19%, BLDR 29%, HD 14%, MSFT 10%, PG 5%, SNPS 24% |
| 2019 | 2019-08 | 1.25% | $178,263 | -1.67% | $23,556 | AAPL 5%, BLDR 10%, CDNS 29%, MSFT 14%, SNPS 24%, V 19% |
| 2019 | 2019-07 | 1.42% | $176,065 | 1.51% | $23,958 | AMD 29%, BLDR 19%, CDNS 24%, META 10%, NFLX 5%, SNPS 14% |
| 2019 | 2019-06 | 10.02% | $173,605 | 6.96% | $23,601 | AMD 24%, CDNS 29%, DIS 5%, META 14%, NFLX 10%, SNPS 19% |
| 2019 | 2019-05 | -11.71% | $157,794 | -6.38% | $22,065 | AMD 24%, AVGO 19%, CDNS 29%, CROX 14%, META 5%, SNPS 10% |
| 2019 | 2019-04 | 3.61% | $178,720 | 4.09% | $23,568 | AVGO 19%, CDNS 29%, CROX 10%, LLY 14%, MRK 5%, PG 24% |
| 2019 | 2019-03 | 0.90% | $172,492 | 1.81% | $22,643 | AVGO 24%, BA 29%, CDNS 14%, CROX 19%, LLY 5%, PG 10% |
| 2019 | 2019-02 | -2.16% | $170,955 | 3.24% | $22,241 | AMD 24%, AVGO 19%, CROX 29%, LLY 14%, MCD 5%, PG 10% |
| 2019 | 2019-01 | 8.59% | $174,727 | 8.01% | $21,542 | ABT 5%, AMD 14%, CROX 29%, LLY 24%, MRK 19%, PG 10% |
| 2018 | 2018-12 | -6.53% | $160,903 | -8.80% | $19,945 | AMD 24%, CROX 29%, LLY 19%, MRK 14%, PG 10%, VZ 5% |
| 2018 | 2018-11 | 9.87% | $172,140 | 1.85% | $21,871 | AAPL 19%, AMD 29%, CROX 14%, LLY 24%, MRK 10%, PG 5% |
| 2018 | 2018-10 | -17.40% | $156,675 | -6.91% | $21,473 | AAPL 10%, AMD 29%, AMZN 19%, CRM 14%, LLY 24%, MRK 5% |
| 2018 | 2018-09 | 7.81% | $189,672 | 0.59% | $23,067 | AAPL 5%, AMD 29%, AMZN 14%, CRM 10%, CROX 24%, LLY 19% |
| 2018 | 2018-08 | 17.31% | $175,939 | 3.19% | $22,930 | ADBE 5%, AMD 24%, AMZN 10%, CROX 29%, LLY 14%, NFLX 19% |
| 2018 | 2018-07 | 2.70% | $149,972 | 3.70% | $22,221 | ADBE 10%, AMD 24%, AMZN 19%, CRM 5%, CROX 14%, NFLX 29% |
| 2018 | 2018-06 | 2.36% | $146,028 | 0.58% | $21,427 | ADBE 14%, AMZN 19%, BA 5%, CROX 24%, MU 10%, NFLX 29% |
| 2018 | 2018-05 | 8.09% | $142,662 | 2.43% | $21,305 | ADBE 5%, AMZN 19%, BA 10%, CROX 24%, CSCO 14%, NFLX 29% |
| 2018 | 2018-04 | 1.87% | $131,982 | 0.52% | $20,799 | ADBE 14%, AMZN 19%, CROX 29%, INTC 10%, MU 5%, NFLX 24% |
| 2018 | 2018-03 | -1.61% | $129,560 | -2.74% | $20,692 | AMZN 24%, BA 19%, INTC 5%, MU 14%, NFLX 29%, NVDA 10% |
| 2018 | 2018-02 | 1.38% | $131,675 | -3.64% | $21,275 | AMZN 5%, BA 10%, CROX 29%, MU 24%, NFLX 14%, NVDA 19% |
| 2018 | 2018-01 | 7.95% | $129,885 | 5.64% | $22,078 | BA 24%, BLDR 14%, CAT 19%, CROX 29%, INTC 10%, MU 5% |
| 2017 | 2017-12 | 7.09% | $120,315 | 1.21% | $20,900 | BA 19%, BLDR 24%, CAT 5%, CROX 29%, MU 10%, NVDA 14% |
| 2017 | 2017-11 | 1.64% | $112,345 | 3.06% | $20,650 | BA 14%, CAT 10%, CDNS 5%, CROX 24%, MU 19%, NVDA 29% |
| 2017 | 2017-10 | 6.35% | $110,535 | 2.36% | $20,037 | BA 24%, CAT 10%, CROX 14%, MU 5%, NVDA 29%, VRTX 19% |
| 2017 | 2017-09 | 3.28% | $103,930 | 2.01% | $19,576 | BA 10%, CROX 5%, MU 14%, NVDA 24%, TSLA 19%, VRTX 29% |
| 2017 | 2017-08 | 3.30% | $100,626 | 0.29% | $19,189 | AMD 5%, BA 24%, BLDR 14%, CDNS 10%, NVDA 19%, VRTX 29% |
| 2017 | 2017-07 | 3.56% | $97,415 | 2.06% | $19,134 | ADBE 14%, BLDR 19%, MU 10%, NVDA 5%, TSLA 24%, VRTX 29% |
| 2017 | 2017-06 | 1.17% | $94,068 | 0.64% | $18,748 | AAPL 5%, AVGO 10%, MU 24%, NVDA 19%, TSLA 29%, VRTX 14% |
| 2017 | 2017-05 | -2.41% | $92,980 | 1.41% | $18,630 | AMD 29%, BLDR 24%, MU 19%, NVDA 5%, TSLA 14%, VRTX 10% |
| 2017 | 2017-04 | -3.88% | $95,273 | 0.99% | $18,370 | AMD 29%, BA 5%, GS 10%, MU 24%, NFLX 14%, NVDA 19% |
| 2017 | 2017-03 | 3.22% | $99,123 | 0.13% | $18,190 | AMD 29%, BA 5%, GS 19%, MU 10%, NFLX 14%, NVDA 24% |
| 2017 | 2017-02 | 4.33% | $96,032 | 3.93% | $18,167 | AMD 14%, GS 10%, JPM 5%, MU 24%, NFLX 19%, NVDA 29% |
| 2017 | 2017-01 | -0.24% | $92,051 | 1.79% | $17,480 | AMD 24%, GS 19%, JPM 10%, MU 14%, NFLX 5%, NVDA 29% |
| 2016 | 2016-12 | 14.73% | $92,275 | 2.03% | $17,173 | AMD 24%, CAT 10%, GS 14%, JPM 5%, MU 19%, NVDA 29% |
| 2016 | 2016-11 | 15.54% | $80,431 | 3.68% | $16,832 | AAPL 5%, AMD 29%, MU 19%, NFLX 14%, NVDA 24%, SNPS 10% |
| 2016 | 2016-10 | 0.48% | $69,613 | -1.73% | $16,234 | AMD 29%, AMZN 14%, MRK 5%, MU 19%, NVDA 24%, SNPS 10% |
| 2016 | 2016-09 | -0.33% | $69,281 | 0.01% | $16,520 | AMD 29%, AMZN 10%, AVGO 5%, BLDR 19%, MU 14%, NVDA 24% |
| 2016 | 2016-08 | 5.30% | $69,508 | 0.12% | $16,519 | AMD 29%, BLDR 19%, CAT 14%, CSCO 5%, IBM 10%, NVDA 24% |
| 2016 | 2016-07 | 14.12% | $66,009 | 3.65% | $16,499 | AMD 29%, NVDA 24%, UNH 10%, VZ 19%, WMT 5%, XOM 14% |
| 2016 | 2016-06 | 5.74% | $57,844 | 0.35% | $15,919 | AMD 29%, AVGO 10%, NVDA 24%, UNH 14%, VZ 5%, WMT 19% |
| 2016 | 2016-05 | 17.22% | $54,701 | 1.70% | $15,864 | AMD 29%, AVGO 19%, META 5%, NVDA 24%, TSLA 10%, WMT 14% |
| 2016 | 2016-04 | 6.21% | $46,667 | 0.39% | $15,598 | AMD 29%, MCD 19%, META 10%, MSFT 5%, NVDA 24%, VZ 14% |
| 2016 | 2016-03 | 11.40% | $43,936 | 6.73% | $15,537 | AMD 10%, MCD 24%, META 19%, MSFT 14%, NVDA 29%, PG 5% |
| 2016 | 2016-02 | -1.65% | $39,442 | -0.08% | $14,558 | AMD 5%, GOOGL 10%, MCD 24%, META 14%, MSFT 19%, NVDA 29% |
| 2016 | 2016-01 | -6.02% | $40,104 | -4.98% | $14,570 | AMZN 24%, GOOGL 19%, MCD 10%, META 5%, MSFT 14%, NVDA 29% |
| 2015 | 2015-12 | 0.54% | $42,674 | -1.73% | $15,333 | AMZN 29%, GOOGL 19%, META 10%, NFLX 14%, NKE 5%, NVDA 24% |
| 2015 | 2015-11 | 6.65% | $42,446 | 0.37% | $15,603 | AMZN 29%, GOOGL 19%, META 10%, NFLX 24%, NKE 14%, NVDA 5% |
| 2015 | 2015-10 | 2.44% | $39,800 | 8.51% | $15,546 | AMZN 19%, BLDR 29%, NFLX 24%, NKE 10%, NVDA 5%, TSLA 14% |
| 2015 | 2015-09 | -8.28% | $38,851 | -2.55% | $14,327 | AMZN 19%, BLDR 29%, CROX 14%, LLY 5%, NFLX 24%, TSLA 10% |
| 2015 | 2015-08 | -3.77% | $42,357 | -6.09% | $14,703 | AMZN 19%, BLDR 29%, CROX 14%, DIS 10%, NFLX 24%, TSLA 5% |
| 2015 | 2015-07 | 14.04% | $44,014 | 2.26% | $15,657 | AMZN 19%, AVGO 14%, BLDR 24%, LLY 10%, NFLX 29%, UNH 5% |
| 2015 | 2015-06 | 0.80% | $38,594 | -2.03% | $15,311 | AMZN 14%, AVGO 19%, BLDR 29%, CRM 5%, NFLX 24%, UNH 10% |
| 2015 | 2015-05 | 6.19% | $38,288 | 1.29% | $15,628 | AMZN 19%, AVGO 14%, BLDR 29%, CSCO 5%, DIS 10%, NFLX 24% |
| 2015 | 2015-04 | -4.51% | $36,057 | 0.98% | $15,430 | AAPL 10%, AVGO 29%, BMY 19%, HD 14%, UNH 24%, V 5% |
| 2015 | 2015-03 | 0.01% | $37,760 | -1.57% | $15,280 | AAPL 10%, AVGO 29%, NKE 5%, UNH 24%, V 19%, VRTX 14% |
| 2015 | 2015-02 | 12.78% | $37,758 | 5.62% | $15,524 | AAPL 10%, AVGO 29%, BA 5%, HD 19%, UNH 24%, VRTX 14% |
| 2015 | 2015-01 | -2.00% | $33,479 | -2.96% | $14,697 | AMGN 24%, AVGO 29%, HD 19%, NKE 5%, V 10%, VRTX 14% |
| 2014 | 2014-12 | -0.80% | $34,162 | -0.25% | $15,146 | AAPL 10%, AMGN 24%, AVGO 14%, INTC 19%, NKE 5%, VRTX 29% |
| 2014 | 2014-11 | 6.27% | $34,438 | 2.75% | $15,185 | AAPL 14%, AMGN 24%, AVGO 19%, INTC 10%, NKE 5%, VRTX 29% |
| 2014 | 2014-10 | -0.85% | $32,405 | 2.36% | $14,779 | AAPL 10%, AVGO 14%, INTC 19%, META 5%, MU 24%, VRTX 29% |
| 2014 | 2014-09 | 1.66% | $32,684 | -1.38% | $14,439 | AAPL 24%, AVGO 14%, CSCO 5%, INTC 29%, MSFT 10%, MU 19% |
| 2014 | 2014-08 | 9.01% | $32,151 | 3.95% | $14,641 | AAPL 24%, AVGO 14%, CDNS 5%, INTC 29%, MU 19%, TSLA 10% |
| 2014 | 2014-07 | -5.75% | $29,494 | -1.34% | $14,085 | AVGO 19%, CDNS 10%, LLY 5%, MU 24%, TSLA 29%, VRTX 14% |
| 2014 | 2014-06 | 9.16% | $31,295 | 2.06% | $14,277 | AVGO 24%, CDNS 10%, META 14%, MU 19%, NVDA 5%, TSLA 29% |
| 2014 | 2014-05 | 4.80% | $28,669 | 2.32% | $13,988 | AVGO 24%, CAT 10%, CROX 5%, MRK 19%, MU 29%, TSLA 14% |
| 2014 | 2014-04 | -3.50% | $27,355 | 0.70% | $13,671 | ADBE 10%, AVGO 24%, BLDR 29%, DIS 5%, GOOGL 14%, MU 19% |
| 2014 | 2014-03 | -5.22% | $28,346 | 0.83% | $13,576 | ADBE 5%, AVGO 19%, BLDR 10%, META 24%, MU 29%, NFLX 14% |
| 2014 | 2014-02 | 7.82% | $29,908 | 4.55% | $13,465 | AVGO 14%, BLDR 5%, CRM 10%, META 24%, MU 29%, NFLX 19% |
| 2014 | 2014-01 | 7.84% | $27,738 | -3.52% | $12,878 | AAPL 5%, AMZN 10%, CRM 14%, META 29%, MU 19%, NFLX 24% |
| 2013 | 2013-12 | 6.11% | $25,721 | 2.59% | $13,349 | ADBE 5%, AMZN 14%, BA 10%, META 29%, MU 24%, NFLX 19% |
| 2013 | 2013-11 | -0.29% | $24,240 | 2.96% | $13,012 | AVGO 5%, BA 10%, META 19%, MU 24%, NFLX 14%, TSLA 29% |
| 2013 | 2013-10 | -4.75% | $24,310 | 4.63% | $12,637 | AMD 10%, BA 5%, META 24%, MU 19%, NFLX 14%, TSLA 29% |
| 2013 | 2013-09 | 15.70% | $25,524 | 3.16% | $12,078 | BA 5%, META 14%, MU 24%, NFLX 10%, TSLA 29%, VRTX 19% |
| 2013 | 2013-08 | 7.48% | $22,061 | -3.00% | $11,707 | AMD 10%, BA 5%, MU 19%, NFLX 14%, TSLA 29%, VRTX 24% |
| 2013 | 2013-07 | 8.59% | $20,525 | 5.17% | $12,069 | AMD 10%, BMY 5%, MU 19%, NFLX 24%, TSLA 29%, VRTX 14% |
| 2013 | 2013-06 | 4.44% | $18,901 | -1.33% | $11,476 | AMD 10%, BMY 5%, MU 14%, NFLX 24%, TSLA 29%, VRTX 19% |
| 2013 | 2013-05 | 27.60% | $18,097 | 2.36% | $11,631 | AMD 5%, MU 19%, NFLX 29%, NKE 10%, TSLA 24%, VRTX 14% |
| 2013 | 2013-04 | 7.22% | $14,182 | 1.92% | $11,363 | ADBE 19%, GS 14%, HON 5%, MU 24%, NFLX 29%, TSLA 10% |
| 2013 | 2013-03 | -0.38% | $13,227 | 3.80% | $11,149 | BLDR 14%, GS 19%, JPM 5%, META 24%, MU 10%, NFLX 29% |
| 2013 | 2013-02 | 1.24% | $13,278 | 1.28% | $10,741 | BLDR 24%, CRM 10%, GS 19%, META 14%, NFLX 29%, TSLA 5% |
| 2013 | 2013-01 | 28.90% | $13,115 | 5.12% | $10,606 | CDNS 10%, GOOGL 5%, GS 24%, JPM 19%, NFLX 29%, V 14% |
| 2012 | 2012-12 | 1.75% | $10,175 | 0.89% | $10,089 | AMGN 14%, BLDR 24%, HD 29%, JPM 5%, NFLX 10%, V 19% |
| Signal Date | Earn Date | Allocation | Period Return |
|---|---|---|---|
| 2026-07-31 | 2026-08-31 | AMD 29%, CROX 14%, CSCO 10%, INTC 19%, MU 24%, UNH 5% | 6.69% |
| 2026-06-30 | 2026-07-31 | AMD 19%, CAT 14%, CROX 5%, CSCO 10%, INTC 24%, MU 29% | -23.19% |
| 2026-05-31 | 2026-06-30 | AMD 19%, CAT 10%, CROX 5%, CSCO 14%, INTC 24%, MU 29% | 14.75% |
| 2026-04-30 | 2026-05-31 | AMD 14%, CAT 19%, GOOGL 5%, INTC 29%, MU 24%, XOM 10% | 32.66% |
| 2026-03-31 | 2026-04-30 | BMY 10%, CAT 19%, CVX 5%, MRK 14%, MU 29%, XOM 24% | 16.40% |
| 2026-02-28 | 2026-03-31 | CAT 19%, GOOGL 10%, INTC 24%, LLY 5%, MRK 14%, MU 29% | -8.44% |
| 2026-01-31 | 2026-02-28 | CAT 14%, GOOGL 19%, INTC 24%, LLY 5%, MRK 10%, MU 29% | 1.01% |
| 2025-12-31 | 2026-01-31 | AMD 14%, CAT 10%, GOOGL 24%, INTC 19%, MU 29%, TSLA 5% | 22.53% |
| 2025-11-30 | 2025-12-31 | AMD 19%, AVGO 10%, CAT 5%, GOOGL 14%, INTC 24%, MU 29% | 1.82% |
| 2025-10-31 | 2025-11-30 | AMD 24%, AVGO 14%, CAT 10%, INTC 19%, MU 29%, NVDA 5% | -1.03% |
| 2025-09-30 | 2025-10-31 | AMD 5%, AVGO 29%, GOOGL 10%, MU 24%, NVDA 19%, TSLA 14% | 17.77% |
| 2025-08-31 | 2025-09-30 | AMD 29%, AVGO 24%, BA 10%, CDNS 19%, NVDA 14%, SNPS 5% | 1.93% |
| 2025-07-31 | 2025-08-31 | AMD 29%, AVGO 19%, BA 10%, CDNS 5%, MSFT 14%, NVDA 24% | -2.80% |
| 2025-06-30 | 2025-07-31 | GS 10%, IBM 19%, JPM 5%, META 14%, MU 24%, NFLX 29% | -8.21% |
| 2025-05-31 | 2025-06-30 | ABT 5%, AVGO 29%, BA 19%, IBM 10%, NFLX 24%, V 14% | 7.85% |
| 2025-04-30 | 2025-05-31 | ABT 5%, BA 24%, IBM 10%, NFLX 29%, V 19%, WMT 14% | 7.26% |
| 2025-03-31 | 2025-04-30 | ABT 5%, BMY 19%, CSCO 10%, JPM 14%, NFLX 29%, V 24% | 2.01% |
| 2025-02-28 | 2025-03-31 | CSCO 14%, META 10%, NFLX 29%, TSLA 24%, V 19%, WMT 5% | -7.14% |
| 2025-01-31 | 2025-02-28 | AVGO 10%, IBM 5%, META 19%, NFLX 24%, TSLA 29%, WMT 14% | -9.27% |
| 2024-12-31 | 2025-01-31 | AVGO 24%, BMY 19%, CRM 5%, NFLX 10%, TSLA 29%, WMT 14% | 2.25% |
| 2024-11-30 | 2024-12-31 | BMY 24%, CRM 19%, IBM 10%, NFLX 5%, TSLA 29%, WMT 14% | 3.47% |
| 2024-10-31 | 2024-11-30 | AAPL 10%, META 5%, NFLX 19%, NVDA 29%, TSLA 14%, WMT 24% | 13.54% |
| 2024-09-30 | 2024-10-31 | AAPL 24%, AVGO 10%, GS 5%, NVDA 14%, TSLA 29%, WMT 19% | -0.33% |
| 2024-08-31 | 2024-09-30 | AAPL 10%, AVGO 5%, GS 19%, LLY 14%, NVDA 29%, WMT 24% | 0.38% |
| 2024-07-31 | 2024-08-31 | AVGO 24%, AXP 5%, CROX 14%, GS 19%, MU 10%, NVDA 29% | 1.23% |
| 2024-06-30 | 2024-07-31 | AVGO 10%, CROX 24%, LLY 19%, META 5%, MU 14%, NVDA 29% | -8.14% |
| 2024-05-31 | 2024-06-30 | AVGO 14%, AXP 5%, CROX 19%, META 10%, MU 24%, NVDA 29% | 7.32% |
| 2024-04-30 | 2024-05-31 | AMD 10%, AVGO 5%, AXP 14%, BLDR 19%, MU 24%, NVDA 29% | 8.90% |
| 2024-03-31 | 2024-04-30 | AMD 24%, BLDR 14%, CROX 10%, META 5%, MU 19%, NVDA 29% | -8.56% |
| 2024-02-29 | 2024-03-31 | AMD 29%, AVGO 14%, AXP 10%, CRM 5%, META 24%, NVDA 19% | 1.28% |
| 2024-01-31 | 2024-02-29 | AMD 29%, AMGN 19%, AVGO 14%, IBM 5%, LLY 24%, NVDA 10% | 10.21% |
| 2023-12-31 | 2024-01-31 | AMD 10%, AMGN 19%, AVGO 14%, IBM 5%, INTC 29%, MU 24% | 0.48% |
| 2023-11-30 | 2023-12-31 | ADBE 29%, AMGN 10%, IBM 14%, INTC 24%, LLY 19%, NVDA 5% | 3.40% |
| 2023-10-31 | 2023-11-30 | ADBE 24%, AMZN 5%, AVGO 14%, LLY 19%, NVDA 29%, SNPS 10% | 12.44% |
| 2023-09-30 | 2023-10-31 | ADBE 10%, AVGO 5%, BLDR 14%, LLY 29%, META 19%, NVDA 24% | -1.88% |
| 2023-08-31 | 2023-09-30 | ADBE 19%, AVGO 5%, BLDR 14%, LLY 24%, META 10%, NVDA 29% | -8.14% |
| 2023-07-31 | 2023-08-31 | AMD 5%, AVGO 14%, BLDR 19%, META 24%, NVDA 29%, TSLA 10% | -0.32% |
| 2023-06-30 | 2023-07-31 | AMD 10%, BLDR 14%, CRM 5%, META 24%, NVDA 29%, TSLA 19% | 7.26% |
| 2023-05-31 | 2023-06-30 | AMD 14%, AVGO 10%, BLDR 19%, CRM 5%, META 29%, NVDA 24% | 8.49% |
| 2023-04-30 | 2023-05-31 | AMD 10%, BA 5%, BLDR 14%, CROX 19%, META 29%, NVDA 24% | 16.04% |
| 2023-03-31 | 2023-04-30 | AMD 10%, BA 19%, BLDR 5%, CROX 24%, META 14%, NVDA 29% | 0.34% |
| 2023-02-28 | 2023-03-31 | BLDR 19%, CAT 10%, CROX 29%, JPM 5%, NFLX 14%, NVDA 24% | 6.87% |
| 2023-01-31 | 2023-02-28 | BA 19%, CAT 14%, CROX 29%, JPM 10%, MRK 5%, NFLX 24% | -3.72% |
| 2022-12-31 | 2023-01-31 | BA 19%, CAT 14%, CROX 29%, CVX 5%, NFLX 24%, XOM 10% | 11.71% |
| 2022-11-30 | 2022-12-31 | BA 19%, CROX 29%, GS 10%, LLY 5%, MRK 14%, NFLX 24% | 1.59% |
| 2022-10-31 | 2022-11-30 | AMGN 14%, CVX 10%, LLY 19%, MRK 5%, NFLX 29%, XOM 24% | 3.74% |
| 2022-09-30 | 2022-10-31 | CDNS 5%, LLY 29%, MRK 14%, UNH 10%, VRTX 24%, XOM 19% | 13.49% |
| 2022-08-31 | 2022-09-30 | CDNS 14%, CVX 5%, LLY 19%, MRK 10%, VRTX 24%, XOM 29% | -1.54% |
| 2022-07-31 | 2022-08-31 | CDNS 14%, CVX 19%, LLY 29%, SNPS 10%, UNH 5%, XOM 24% | -4.68% |
| 2022-06-30 | 2022-07-31 | BMY 19%, CVX 14%, LLY 5%, MRK 10%, VRTX 24%, XOM 29% | 4.62% |
| 2022-05-31 | 2022-06-30 | AMGN 10%, BMY 14%, CVX 24%, LLY 5%, VRTX 19%, XOM 29% | -6.16% |
| 2022-04-30 | 2022-05-31 | BMY 14%, CVX 24%, KO 10%, LLY 5%, VRTX 29%, XOM 19% | 5.31% |
| 2022-03-31 | 2022-04-30 | AVGO 5%, CVX 29%, NVDA 10%, TSLA 14%, VRTX 19%, XOM 24% | -5.78% |
| 2022-02-28 | 2022-03-31 | AVGO 10%, BLDR 19%, CVX 29%, MU 14%, TSLA 5%, XOM 24% | 2.60% |
| 2022-01-31 | 2022-02-28 | AVGO 5%, BLDR 29%, CVX 14%, NVDA 10%, TSLA 24%, XOM 19% | 3.37% |
| 2021-12-31 | 2022-01-31 | AMD 19%, AVGO 10%, BLDR 29%, CDNS 5%, NVDA 14%, TSLA 24% | -16.94% |
| 2021-11-30 | 2021-12-31 | AMD 24%, BLDR 10%, CDNS 5%, CROX 14%, NVDA 29%, TSLA 19% | -7.14% |
| 2021-10-31 | 2021-11-30 | AMD 14%, CROX 24%, LLY 10%, NVDA 29%, SNPS 5%, TSLA 19% | 13.27% |
| 2021-09-30 | 2021-10-31 | AMD 19%, CRM 10%, CROX 29%, GOOGL 14%, LLY 5%, NVDA 24% | 15.39% |
| 2021-08-31 | 2021-09-30 | ADBE 14%, CROX 29%, GOOGL 10%, META 19%, NVDA 24%, SNPS 5% | -6.74% |
| 2021-07-31 | 2021-08-31 | AXP 19%, CROX 29%, GOOGL 14%, GS 10%, META 5%, NVDA 24% | 6.89% |
| 2021-06-30 | 2021-07-31 | AXP 5%, CROX 29%, GOOGL 10%, GS 14%, NVDA 19%, XOM 24% | 3.15% |
| 2021-05-31 | 2021-06-30 | CAT 10%, CROX 29%, GS 24%, JPM 14%, LLY 5%, XOM 19% | 5.36% |
| 2021-04-30 | 2021-05-31 | AXP 5%, CROX 29%, GS 24%, MU 10%, TSLA 19%, XOM 14% | 0.25% |
| 2021-03-31 | 2021-04-30 | CAT 5%, CROX 29%, GS 14%, JPM 10%, MU 24%, XOM 19% | 7.93% |
| 2021-02-28 | 2021-03-31 | CAT 14%, CROX 24%, DIS 5%, GS 19%, JPM 10%, MU 29% | 1.92% |
| 2021-01-31 | 2021-02-28 | AVGO 10%, BLDR 19%, CROX 24%, DIS 5%, MU 14%, TSLA 29% | 3.95% |
| 2020-12-31 | 2021-01-31 | AMD 19%, BLDR 24%, CROX 14%, DIS 10%, HON 5%, TSLA 29% | 1.41% |
| 2020-11-30 | 2020-12-31 | AAPL 5%, AMD 14%, BLDR 19%, CROX 24%, NVDA 10%, TSLA 29% | 10.36% |
| 2020-10-31 | 2020-11-30 | AAPL 10%, AMD 5%, BLDR 14%, CROX 24%, NVDA 19%, TSLA 29% | 22.88% |
| 2020-09-30 | 2020-10-31 | AAPL 10%, AMD 5%, BLDR 24%, CROX 19%, NVDA 14%, TSLA 29% | -2.16% |
| 2020-08-31 | 2020-09-30 | AAPL 14%, AMD 24%, AMZN 10%, CDNS 5%, NVDA 19%, TSLA 29% | -8.54% |
| 2020-07-31 | 2020-08-31 | AMD 19%, AMZN 14%, CDNS 10%, NFLX 5%, NVDA 24%, TSLA 29% | 32.50% |
| 2020-06-30 | 2020-07-31 | AMZN 19%, CDNS 5%, NFLX 14%, NVDA 24%, SNPS 10%, TSLA 29% | 16.82% |
| 2020-05-31 | 2020-06-30 | AMD 19%, AMZN 14%, LLY 5%, NFLX 10%, NVDA 24%, TSLA 29% | 12.64% |
| 2020-04-30 | 2020-05-31 | AMD 24%, AMZN 10%, LLY 5%, NFLX 19%, NVDA 14%, TSLA 29% | 5.49% |
| 2020-03-31 | 2020-04-30 | AMD 24%, LLY 5%, NFLX 10%, NVDA 19%, TSLA 29%, VRTX 14% | 22.22% |
| 2020-02-29 | 2020-03-31 | AAPL 14%, AMD 19%, BMY 5%, NFLX 10%, NVDA 24%, TSLA 29% | -7.83% |
| 2020-01-31 | 2020-02-29 | AAPL 14%, AMD 19%, BLDR 10%, BMY 5%, CROX 24%, TSLA 29% | -9.96% |
| 2019-12-31 | 2020-01-31 | AAPL 10%, AMD 19%, BLDR 14%, BMY 5%, CROX 29%, TSLA 24% | 11.09% |
| 2019-11-30 | 2019-12-31 | AAPL 10%, BLDR 24%, CROX 29%, MU 5%, NVDA 14%, TSLA 19% | 13.62% |
| 2019-10-31 | 2019-11-30 | AAPL 10%, AMD 5%, BLDR 29%, BMY 19%, CROX 14%, TSLA 24% | 5.97% |
| 2019-09-30 | 2019-10-31 | AAPL 5%, BLDR 29%, HD 19%, PG 14%, SNPS 10%, WMT 24% | 3.27% |
| 2019-08-31 | 2019-09-30 | AMD 19%, BLDR 29%, HD 14%, MSFT 10%, PG 5%, SNPS 24% | -0.00% |
| 2019-07-31 | 2019-08-31 | AAPL 5%, BLDR 10%, CDNS 29%, MSFT 14%, SNPS 24%, V 19% | 1.25% |
| 2019-06-30 | 2019-07-31 | AMD 29%, BLDR 19%, CDNS 24%, META 10%, NFLX 5%, SNPS 14% | 1.42% |
| 2019-05-31 | 2019-06-30 | AMD 24%, CDNS 29%, DIS 5%, META 14%, NFLX 10%, SNPS 19% | 10.02% |
| 2019-04-30 | 2019-05-31 | AMD 24%, AVGO 19%, CDNS 29%, CROX 14%, META 5%, SNPS 10% | -11.71% |
| 2019-03-31 | 2019-04-30 | AVGO 19%, CDNS 29%, CROX 10%, LLY 14%, MRK 5%, PG 24% | 3.61% |
| 2019-02-28 | 2019-03-31 | AVGO 24%, BA 29%, CDNS 14%, CROX 19%, LLY 5%, PG 10% | 0.90% |
| 2019-01-31 | 2019-02-28 | AMD 24%, AVGO 19%, CROX 29%, LLY 14%, MCD 5%, PG 10% | -2.16% |
| 2018-12-31 | 2019-01-31 | ABT 5%, AMD 14%, CROX 29%, LLY 24%, MRK 19%, PG 10% | 8.59% |
| 2018-11-30 | 2018-12-31 | AMD 24%, CROX 29%, LLY 19%, MRK 14%, PG 10%, VZ 5% | -6.53% |
| 2018-10-31 | 2018-11-30 | AAPL 19%, AMD 29%, CROX 14%, LLY 24%, MRK 10%, PG 5% | 9.87% |
| 2018-09-30 | 2018-10-31 | AAPL 10%, AMD 29%, AMZN 19%, CRM 14%, LLY 24%, MRK 5% | -17.40% |
| 2018-08-31 | 2018-09-30 | AAPL 5%, AMD 29%, AMZN 14%, CRM 10%, CROX 24%, LLY 19% | 7.81% |
| 2018-07-31 | 2018-08-31 | ADBE 5%, AMD 24%, AMZN 10%, CROX 29%, LLY 14%, NFLX 19% | 17.31% |
| 2018-06-30 | 2018-07-31 | ADBE 10%, AMD 24%, AMZN 19%, CRM 5%, CROX 14%, NFLX 29% | 2.70% |
| 2018-05-31 | 2018-06-30 | ADBE 14%, AMZN 19%, BA 5%, CROX 24%, MU 10%, NFLX 29% | 2.36% |
| 2018-04-30 | 2018-05-31 | ADBE 5%, AMZN 19%, BA 10%, CROX 24%, CSCO 14%, NFLX 29% | 8.09% |
| 2018-03-31 | 2018-04-30 | ADBE 14%, AMZN 19%, CROX 29%, INTC 10%, MU 5%, NFLX 24% | 1.87% |
| 2018-02-28 | 2018-03-31 | AMZN 24%, BA 19%, INTC 5%, MU 14%, NFLX 29%, NVDA 10% | -1.61% |
| 2018-01-31 | 2018-02-28 | AMZN 5%, BA 10%, CROX 29%, MU 24%, NFLX 14%, NVDA 19% | 1.38% |
| 2017-12-31 | 2018-01-31 | BA 24%, BLDR 14%, CAT 19%, CROX 29%, INTC 10%, MU 5% | 7.95% |
| 2017-11-30 | 2017-12-31 | BA 19%, BLDR 24%, CAT 5%, CROX 29%, MU 10%, NVDA 14% | 7.09% |
| 2017-10-31 | 2017-11-30 | BA 14%, CAT 10%, CDNS 5%, CROX 24%, MU 19%, NVDA 29% | 1.64% |
| 2017-09-30 | 2017-10-31 | BA 24%, CAT 10%, CROX 14%, MU 5%, NVDA 29%, VRTX 19% | 6.35% |
| 2017-08-31 | 2017-09-30 | BA 10%, CROX 5%, MU 14%, NVDA 24%, TSLA 19%, VRTX 29% | 3.28% |
| 2017-07-31 | 2017-08-31 | AMD 5%, BA 24%, BLDR 14%, CDNS 10%, NVDA 19%, VRTX 29% | 3.30% |
| 2017-06-30 | 2017-07-31 | ADBE 14%, BLDR 19%, MU 10%, NVDA 5%, TSLA 24%, VRTX 29% | 3.56% |
| 2017-05-31 | 2017-06-30 | AAPL 5%, AVGO 10%, MU 24%, NVDA 19%, TSLA 29%, VRTX 14% | 1.17% |
| 2017-04-30 | 2017-05-31 | AMD 29%, BLDR 24%, MU 19%, NVDA 5%, TSLA 14%, VRTX 10% | -2.41% |
| 2017-03-31 | 2017-04-30 | AMD 29%, BA 5%, GS 10%, MU 24%, NFLX 14%, NVDA 19% | -3.88% |
| 2017-02-28 | 2017-03-31 | AMD 29%, BA 5%, GS 19%, MU 10%, NFLX 14%, NVDA 24% | 3.22% |
| 2017-01-31 | 2017-02-28 | AMD 14%, GS 10%, JPM 5%, MU 24%, NFLX 19%, NVDA 29% | 4.33% |
| 2016-12-31 | 2017-01-31 | AMD 24%, GS 19%, JPM 10%, MU 14%, NFLX 5%, NVDA 29% | -0.24% |
| 2016-11-30 | 2016-12-31 | AMD 24%, CAT 10%, GS 14%, JPM 5%, MU 19%, NVDA 29% | 14.73% |
| 2016-10-31 | 2016-11-30 | AAPL 5%, AMD 29%, MU 19%, NFLX 14%, NVDA 24%, SNPS 10% | 15.54% |
| 2016-09-30 | 2016-10-31 | AMD 29%, AMZN 14%, MRK 5%, MU 19%, NVDA 24%, SNPS 10% | 0.48% |
| 2016-08-31 | 2016-09-30 | AMD 29%, AMZN 10%, AVGO 5%, BLDR 19%, MU 14%, NVDA 24% | -0.33% |
| 2016-07-31 | 2016-08-31 | AMD 29%, BLDR 19%, CAT 14%, CSCO 5%, IBM 10%, NVDA 24% | 5.30% |
| 2016-06-30 | 2016-07-31 | AMD 29%, NVDA 24%, UNH 10%, VZ 19%, WMT 5%, XOM 14% | 14.12% |
| 2016-05-31 | 2016-06-30 | AMD 29%, AVGO 10%, NVDA 24%, UNH 14%, VZ 5%, WMT 19% | 5.74% |
| 2016-04-30 | 2016-05-31 | AMD 29%, AVGO 19%, META 5%, NVDA 24%, TSLA 10%, WMT 14% | 17.22% |
| 2016-03-31 | 2016-04-30 | AMD 29%, MCD 19%, META 10%, MSFT 5%, NVDA 24%, VZ 14% | 6.21% |
| 2016-02-29 | 2016-03-31 | AMD 10%, MCD 24%, META 19%, MSFT 14%, NVDA 29%, PG 5% | 11.40% |
| 2016-01-31 | 2016-02-29 | AMD 5%, GOOGL 10%, MCD 24%, META 14%, MSFT 19%, NVDA 29% | -1.65% |
| 2015-12-31 | 2016-01-31 | AMZN 24%, GOOGL 19%, MCD 10%, META 5%, MSFT 14%, NVDA 29% | -6.02% |
| 2015-11-30 | 2015-12-31 | AMZN 29%, GOOGL 19%, META 10%, NFLX 14%, NKE 5%, NVDA 24% | 0.54% |
| 2015-10-31 | 2015-11-30 | AMZN 29%, GOOGL 19%, META 10%, NFLX 24%, NKE 14%, NVDA 5% | 6.65% |
| 2015-09-30 | 2015-10-31 | AMZN 19%, BLDR 29%, NFLX 24%, NKE 10%, NVDA 5%, TSLA 14% | 2.44% |
| 2015-08-31 | 2015-09-30 | AMZN 19%, BLDR 29%, CROX 14%, LLY 5%, NFLX 24%, TSLA 10% | -8.28% |
| 2015-07-31 | 2015-08-31 | AMZN 19%, BLDR 29%, CROX 14%, DIS 10%, NFLX 24%, TSLA 5% | -3.77% |
| 2015-06-30 | 2015-07-31 | AMZN 19%, AVGO 14%, BLDR 24%, LLY 10%, NFLX 29%, UNH 5% | 14.04% |
| 2015-05-31 | 2015-06-30 | AMZN 14%, AVGO 19%, BLDR 29%, CRM 5%, NFLX 24%, UNH 10% | 0.80% |
| 2015-04-30 | 2015-05-31 | AMZN 19%, AVGO 14%, BLDR 29%, CSCO 5%, DIS 10%, NFLX 24% | 6.19% |
| 2015-03-31 | 2015-04-30 | AAPL 10%, AVGO 29%, BMY 19%, HD 14%, UNH 24%, V 5% | -4.51% |
| 2015-02-28 | 2015-03-31 | AAPL 10%, AVGO 29%, NKE 5%, UNH 24%, V 19%, VRTX 14% | 0.01% |
| 2015-01-31 | 2015-02-28 | AAPL 10%, AVGO 29%, BA 5%, HD 19%, UNH 24%, VRTX 14% | 12.78% |
| 2014-12-31 | 2015-01-31 | AMGN 24%, AVGO 29%, HD 19%, NKE 5%, V 10%, VRTX 14% | -2.00% |
| 2014-11-30 | 2014-12-31 | AAPL 10%, AMGN 24%, AVGO 14%, INTC 19%, NKE 5%, VRTX 29% | -0.80% |
| 2014-10-31 | 2014-11-30 | AAPL 14%, AMGN 24%, AVGO 19%, INTC 10%, NKE 5%, VRTX 29% | 6.27% |
| 2014-09-30 | 2014-10-31 | AAPL 10%, AVGO 14%, INTC 19%, META 5%, MU 24%, VRTX 29% | -0.85% |
| 2014-08-31 | 2014-09-30 | AAPL 24%, AVGO 14%, CSCO 5%, INTC 29%, MSFT 10%, MU 19% | 1.66% |
| 2014-07-31 | 2014-08-31 | AAPL 24%, AVGO 14%, CDNS 5%, INTC 29%, MU 19%, TSLA 10% | 9.01% |
| 2014-06-30 | 2014-07-31 | AVGO 19%, CDNS 10%, LLY 5%, MU 24%, TSLA 29%, VRTX 14% | -5.75% |
| 2014-05-31 | 2014-06-30 | AVGO 24%, CDNS 10%, META 14%, MU 19%, NVDA 5%, TSLA 29% | 9.16% |
| 2014-04-30 | 2014-05-31 | AVGO 24%, CAT 10%, CROX 5%, MRK 19%, MU 29%, TSLA 14% | 4.80% |
| 2014-03-31 | 2014-04-30 | ADBE 10%, AVGO 24%, BLDR 29%, DIS 5%, GOOGL 14%, MU 19% | -3.50% |
| 2014-02-28 | 2014-03-31 | ADBE 5%, AVGO 19%, BLDR 10%, META 24%, MU 29%, NFLX 14% | -5.22% |
| 2014-01-31 | 2014-02-28 | AVGO 14%, BLDR 5%, CRM 10%, META 24%, MU 29%, NFLX 19% | 7.82% |
| 2013-12-31 | 2014-01-31 | AAPL 5%, AMZN 10%, CRM 14%, META 29%, MU 19%, NFLX 24% | 7.84% |
| 2013-11-30 | 2013-12-31 | ADBE 5%, AMZN 14%, BA 10%, META 29%, MU 24%, NFLX 19% | 6.11% |
| 2013-10-31 | 2013-11-30 | AVGO 5%, BA 10%, META 19%, MU 24%, NFLX 14%, TSLA 29% | -0.29% |
| 2013-09-30 | 2013-10-31 | AMD 10%, BA 5%, META 24%, MU 19%, NFLX 14%, TSLA 29% | -4.75% |
| 2013-08-31 | 2013-09-30 | BA 5%, META 14%, MU 24%, NFLX 10%, TSLA 29%, VRTX 19% | 15.70% |
| 2013-07-31 | 2013-08-31 | AMD 10%, BA 5%, MU 19%, NFLX 14%, TSLA 29%, VRTX 24% | 7.48% |
| 2013-06-30 | 2013-07-31 | AMD 10%, BMY 5%, MU 19%, NFLX 24%, TSLA 29%, VRTX 14% | 8.59% |
| 2013-05-31 | 2013-06-30 | AMD 10%, BMY 5%, MU 14%, NFLX 24%, TSLA 29%, VRTX 19% | 4.44% |
| 2013-04-30 | 2013-05-31 | AMD 5%, MU 19%, NFLX 29%, NKE 10%, TSLA 24%, VRTX 14% | 27.60% |
| 2013-03-31 | 2013-04-30 | ADBE 19%, GS 14%, HON 5%, MU 24%, NFLX 29%, TSLA 10% | 7.22% |
| 2013-02-28 | 2013-03-31 | BLDR 14%, GS 19%, JPM 5%, META 24%, MU 10%, NFLX 29% | -0.38% |
| 2013-01-31 | 2013-02-28 | BLDR 24%, CRM 10%, GS 19%, META 14%, NFLX 29%, TSLA 5% | 1.24% |
| 2012-12-31 | 2013-01-31 | CDNS 10%, GOOGL 5%, GS 24%, JPM 19%, NFLX 29%, V 14% | 28.90% |
| 2012-11-30 | 2012-12-31 | AMGN 14%, BLDR 24%, HD 29%, JPM 5%, NFLX 10%, V 19% | 1.75% |