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Trump Account Child Trust Fund Beneficiaries, Size & Growth Tilted
By nitsuaMade 1 Jul 20266 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 companies to benefit from the Trump Accounts for children receiving $1,000 on July 4th.
- How much of each
- Hand-picked amounts
- Most in one company
- 25%
- Refreshed
- Every 3 months, next 1 Oct 2026
What’s inside
6 companies. The biggest is BLK at 22%. No company can be more than 25%.
Percentages are target weights at the last rebalance.
Weighting: fixedLimit per company: 25%Rebalance: quarterly
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 Trump Account Child Trust Fund Beneficiaries, Size & Growth Tilted
What stocks are in Trump Account Child Trust Fund Beneficiaries, Size & Growth Tilted?
It holds 6 companies. The largest are BLK, SCHW, BK, STT and TROW, followed by NTRS.
How has Trump Account Child Trust Fund Beneficiaries, Size & Growth Tilted performed?
+1.0% since it was made, +20.7% over the past year against +20.2% for the S&P 500, +39.4% 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 Trump Account Child Trust Fund Beneficiaries, Size & Growth Tilted weighted?
Each company's share was set individually from the data. No company can be more than 25% of the portfolio. The biggest holding is BLK at 22.0%.
Can I invest in Trump Account Child Trust Fund Beneficiaries, Size & Growth Tilted?
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.