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Index
AI Core 5 – Hyperscale Infrastructure Leaders
“AI Core 3 (Nvidia, microsoft, Amazon)” — by Sezen
built · 2026-04-25 01:46·rebalance · quarterly·next run · 2026-07-25
backtest · S&P 500 (SPX)·range
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risk-free raterf = 4.50%
vs S&P 500 (SPX) · 1M—
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no backtest data
sharpe ratio
| ticker | weight | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| NVDA | 28.0% | — | — | — | — | — |
| GOOGL | 24.0% | — | — | — | — | — |
| MSFT | 22.0% | — | — | — | — | — |
| AMZN | 16.0% | — | — | — | — | — |
| META | 10.0% | — | — | — | — | — |
| weighted | 100% | — | — | — | — | — |
attribution factsheet
holdings · 5
click a row to drill in ↗NameAllocation· cap 30%Rationale
NVDANvidia CorporationTechnology28.00%Largest market cap ($5.06T) and explosive 73% revenue growth from AI accelerators. Allocated 28% as the anchor holding, reflecting its hardware dominance while capping single-stock risk given elevated beta (2.34) and valuation.GOOGLAlphabet Inc.Communication Services24.00%Second-largest cap ($4.17T) with strongest 1Y return (113%) driven by AI search integration, TPU infrastructure, and Gemini. Allocated 24% for its balanced profile: high momentum, 18% revenue growth, and low beta (1.13).MSFTMicrosoft CorporationTechnology22.00%Third by cap ($3.16T) with Azure AI platform and OpenAI partnership. Allocated 22% for enterprise AI moat and lowest volatility (beta 1.11), providing portfolio stability despite modest 8% 1Y return.AMZNAmazon.com Inc.Consumer Cyclical16.00%Fourth by cap ($2.84T) with AWS AI services and logistics AI. Allocated 16% for diversified AI exposure and solid 40% 1Y return, weighted below top three due to lower revenue growth (13.6%) and higher beta (1.38).METAMeta Platforms Inc.Communication Services10.00%Smallest cap ($1.71T) but strong 24% revenue growth from AI-driven ad targeting and LLaMA open-source strategy. Allocated 10% as satellite position, reflecting smaller scale and moderate 23% 1Y return relative to peers.
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weighting · fixed · cap=30%
rebalance · quarterly
