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Global Top 5 Mega-Cap Index, Market-Cap Weighted, Monthly Rebalance
By JamesMade 21 May 20265 companies
Key numbers
For the time range selected above.
- vs the S&P 500
- Average per year
- Biggest drop
- Ups and downs
About this portfolio
top largest 5 companies in the world, rotated monthly against spy
- How much of each
- Bigger companies get a bigger share
- Refreshed
- Not refreshed, next 21 May 2027
What’s inside
5 companies across 3 industries. The biggest is NVIDIA Corporation at 26%.
Percentages are target weights at the last rebalance.
Weighting: market_capRebalance: none
Company pages
Each company’s price history, and the other portfolios that hold it.
More detail
Everything else we know about this portfolio. Open any section to dig in.Pro view: every section is open. Switch to Simple at the top of the page to tidy them away.
Risk-adjusted returns for each company, what drove the results, and how the AI built this portfolio are in Pro view.
The Sharpe ratio for each company, a suggested re-weighting and what drove the returns come with the Pro plan.
See ProAbout Global Top 5 Mega-Cap Index, Market-Cap Weighted, Monthly Rebalance
What stocks are in Global Top 5 Mega-Cap Index, Market-Cap Weighted, Monthly Rebalance?
It holds 5 companies. The largest are NVIDIA Corporation (NVDA), Alphabet Inc. (GOOG), Apple Inc. (AAPL), Microsoft Corporation (MSFT) and Amazon.com, Inc. (AMZN). Most of the money is in technology, communication services and consumer cyclical.
How has Global Top 5 Mega-Cap Index, Market-Cap Weighted, Monthly Rebalance performed?
−2.4% since it was made, +18.4% over the past year against +14.4% for the S&P 500, +475.7% over five years in the backtest. Results before the creation date are simulated from real past prices and leave out fees and taxes. Past performance is not a guide to the future.
How is Global Top 5 Mega-Cap Index, Market-Cap Weighted, Monthly Rebalance weighted?
Bigger companies get a bigger share, in line with their market value. The biggest holding is NVIDIA Corporation (NVDA) at 26.0%.
Can I invest in Global Top 5 Mega-Cap Index, Market-Cap Weighted, Monthly Rebalance?
It is not a fund you can buy. It is a list of shares you can buy yourself at your broker, and Arithmos shows you how for more than 40 brokers, or creates it as a Trading 212 pie. Arithmos is a research tool, not investment advice.
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Discussion
Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.
