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Hormuz Closure "Unexpected Winners" Index, Nuclear, Rail & Energy-Security Tilt
By Aman JhaMade 21 Aug 20269 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
If this war drags on and the hormuz stays shut for another year, build me an index of the best unexpected companies to invest in?
- How much of each
- Hand-picked amounts
- Most in one company
- 15%
- Refreshed
- Every 3 months, next 21 Nov 2026
What’s inside
9 companies. The biggest is GEV at 15%. No company can be more than 15%.
Percentages are target weights at the last rebalance.
Weighting: fixedLimit per company: 15%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 Hormuz Closure "Unexpected Winners" Index, Nuclear, Rail & Energy-Security Tilt
What stocks are in Hormuz Closure "Unexpected Winners" Index, Nuclear, Rail & Energy-Security Tilt?
It holds 9 companies. The largest are GEV, 7011.T, 6501.T, CAT and UNP, followed by CSX, EQNR, XOM and 1605.T.
How has Hormuz Closure "Unexpected Winners" Index, Nuclear, Rail & Energy-Security Tilt performed?
−1.8% since it was made, +28.0% over the past year against +14.4% for the S&P 500, +219.2% 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 Hormuz Closure "Unexpected Winners" Index, Nuclear, Rail & Energy-Security Tilt weighted?
Each company's share was set individually from the data. No company can be more than 15% of the portfolio. The biggest holding is GEV at 15.0%.
Can I invest in Hormuz Closure "Unexpected Winners" Index, Nuclear, Rail & Energy-Security Tilt?
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.
