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Index
AI Core 5 — Growth & Momentum Tilted Mega-Cap
“AI Core 3 (Nvidia, microsoft, Amazon)” — by Sezen
built · 2026-04-25 01:14·rebalance · quarterly·next run · 2026-07-25
backtest · S&P 500 (SPX)·range
CAGR—
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Sharpe—
Sortino—
Max drawdown—
Best year—
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risk-free raterf = 4.50%
vs S&P 500 (SPX) · 1M—
vs S&P 500 (SPX) · 1Y—
vs S&P 500 (SPX) · 2Y—
vs S&P 500 (SPX) · 3Y—
vs S&P 500 (SPX) · 5Y—
vs S&P 500 (SPX) · 10Y—
no backtest data
sharpe ratio
| ticker | weight | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| NVDA | 30.0% | — | — | — | — | — |
| GOOGL | 25.0% | — | — | — | — | — |
| MSFT | 20.0% | — | — | — | — | — |
| META | 15.0% | — | — | — | — | — |
| AMZN | 10.0% | — | — | — | — | — |
| weighted | 100% | — | — | — | — | — |
attribution factsheet
holdings · 5
click a row to drill in ↗NameAllocation· cap 30%Rationale
NVDANVIDIA CorporationTechnology30.00%AI chip leader with 73.2% revenue growth and 87.6% 1Y return; highest weight (30%) reflects unmatched AI infrastructure dominance, 71% gross margin, and 101% ROE despite elevated beta (2.34).GOOGLAlphabet Inc.Communication Services25.00%Second-largest market cap ($4.17T) and strongest 1Y momentum (112.6% return) in the set; 25% weight driven by Google Cloud growth, DeepMind AI leadership, and low beta (1.13) for a mega-cap growth name.MSFTMicrosoft CorporationTechnology20.00%Largest market cap ($3.16T) and lowest beta (1.11) provide portfolio stability; 20% weight balances Azure cloud scale, OpenAI partnership, and diversified AI exposure across enterprise software.METAMeta Platforms Inc.Communication Services15.00%Highest gross margin (82%) and strong 23.8% revenue growth; 15% weight reflects AI infrastructure investment (Llama models, ad targeting) and solid 23.3% 1Y return, though smaller cap ($1.71T) than top three.AMZNAmazon.com Inc.Consumer Cyclical10.00%AWS cloud infrastructure essential to AI workloads; smallest weight (10%) reflects slowest revenue growth (13.6%) and lowest gross margin (50.3%) in the set, despite $2.84T cap and 39.7% 1Y return.
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weighting · fixed · cap=30%
rebalance · quarterly
