SP500 Low-10 Monthly Portfolio
Auto-updated • Data as of 2025-12-31 • Benchmark: ^GSPC
Latest rebalance signal: 2025-12-31 • Portfolio effective from: 2026-01-02
Current Holding Set (Top 10 — Low Alignment)
POOL VICI PODD DVA COST RMD TT AZO CARR BBY
MTD Performance (month of latest data)
Portfolio: 2.50% | S&P 500: -0.05%
Cumulative Returns (Log, Start=100)
Last 6 Months — Monthly Returns
| Month | Portfolio | S&P 500 |
|---|---|---|
2025-07 | 1.14% | 2.17% |
2025-08 | 2.10% | 1.91% |
2025-09 | -1.06% | 3.53% |
2025-10 | -4.97% | 2.27% |
2025-11 | 1.31% | 0.13% |
2025-12 (MTD) | 2.50% | -0.05% |
Strategy: Monthly rebalance (BME), equal-weight among 10 lowest Alignment(EMA60) names. Transaction cost: 0.04% applied on first holding day after signal.