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built · 2026-05-18 09:18·rebalance · quarterly·next run · 2026-08-18
backtest · S&P 500 (SPX)·range
CAGR—
Annual vol—
Sharpe—
Sortino—
Max drawdown—
Best year—
Worst year—
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 | 21.2% | — | — | — | — | — |
| GOOG | 18.5% | — | — | — | — | — |
| AAPL | 17.1% | — | — | — | — | — |
| MSFT | 12.2% | — | — | — | — | — |
| AMZN | 11.0% | — | — | — | — | — |
| AVGO | 7.8% | — | — | — | — | — |
| META | 6.1% | — | — | — | — | — |
| AMD | 2.7% | — | — | — | — | — |
| ORCL | 2.1% | — | — | — | — | — |
| PLTR | 1.3% | — | — | — | — | — |
| weighted | 100% | — | — | — | — | — |
attribution factsheet
holdings · 10
click a row to drill in ↗NameAllocation· cap 15%Rationale
NVDANVIDIA CorporationTechnology21.22%Dominant AI chip provider with 73% revenue growth and $5.5T market cap; capped at 15% to maintain diversification despite being the largest AI pure-play.GOOGAlphabet Inc.Communication Services18.53%Leading AI research (DeepMind, Gemini) and cloud AI services with $4.8T market cap and 22% revenue growth; second-largest weight reflects scale and AI R&D leadership.AAPLApple Inc.Technology17.11%Apple Intelligence platform bringing on-device AI to billions of users; $4.4T market cap and exceptional ROE of 141% justify third-largest allocation.MSFTMicrosoft CorporationTechnology12.16%Azure AI and OpenAI partnership leader with $3.1T market cap and 18% revenue growth; weight reflects strong fundamentals despite recent -8% 1Y return.AMZNAmazon.com, Inc.Consumer Cyclical11.03%AWS Bedrock and AI services powerhouse with $2.8T market cap; weight proportional to market presence in cloud AI infrastructure.AVGOBroadcom Inc.Technology7.78%Custom AI chip and networking infrastructure provider with $2.0T market cap, 30% revenue growth, and 84% 1Y return; weight reflects critical AI infrastructure role.METAMeta Platforms, Inc.Communication Services6.08%Open-source Llama models and massive AI infrastructure investment with $1.6T market cap and 33% revenue growth; weight reflects AI platform strategy.AMDAdvanced Micro Devices, Inc.Technology2.69%MI300 AI accelerator challenger with 38% revenue growth and exceptional 270% 1Y return; smaller weight reflects emerging position vs. NVDA dominance.ORCLOracle CorporationTechnology2.12%Cloud AI infrastructure and database AI services with 22% revenue growth; weight reflects specialized enterprise AI database position.PLTRPalantir Technologies Inc.Technology1.27%Pure-play AI analytics platform with industry-leading 85% revenue growth and 84% gross margin; smallest weight reflects $321B market cap but highest growth trajectory.
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weighting · market_cap · cap=15%
rebalance · quarterly
