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Index
Magnificent 7 Equal-Weight Index
official“Equal-weighted exposure to the seven mega-cap US tech companies that drive global earnings — Apple, Microsoft, Alphabet, Amazon, Meta, NVIDIA, and Tesla — rebalanced quarterly to avoid single-name concentration risk.” — by Diego Tran
built · 2026-04-30 21:02·rebalance · quarterly·next run · 2026-07-30
backtest · S&P 500 (SPX)·range
CAGR—
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Sharpe—
Sortino—
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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 |
|---|---|---|---|---|---|---|
| AAPL | 14.3% | — | — | — | — | — |
| MSFT | 14.3% | — | — | — | — | — |
| GOOGL | 14.3% | — | — | — | — | — |
| AMZN | 14.3% | — | — | — | — | — |
| META | 14.3% | — | — | — | — | — |
| NVDA | 14.3% | — | — | — | — | — |
| TSLA | 14.3% | — | — | — | — | — |
| weighted | 100% | — | — | — | — | — |
attribution factsheet
holdings · 7
click a row to drill in ↗NameAllocationRationale
AAPLAppleTechnology14.29%Largest consumer hardware+services platform; ~2.2B installed base of premium devices.MSFTMicrosoftTechnology14.29%Enterprise software + Azure cloud + OpenAI; broadest AI distribution surface.GOOGLAlphabetCommunication Services14.29%Search monopoly + YouTube + Google Cloud + Gemini frontier model + TPU silicon.TSLATeslaConsumer Discretionary14.29%EV + energy + autonomy + Optimus optionality; vertically integrated manufacturing.AMZNAmazonConsumer Discretionary14.28%AWS cloud leader plus dominant US e-commerce flywheel and ad business.METAMeta PlatformsCommunication Services14.28%3.5B daily users across Facebook/Instagram/WhatsApp; Llama open-weights moat.NVDANVIDIATechnology14.28%AI compute monopoly powering every hyperscaler buildout.
weighting · equal
rebalance · quarterly
