SP500 Low-10 Monthly Portfolio
Auto-updated • Data as of 2026-05-29 • Benchmark: ^GSPC
Latest rebalance signal: 2026-05-29 • Portfolio effective from: 2026-06-01
Current Holding Set (Top 10 — Low Alignment)
PODD REGN TSCO MDT T ABT ZTS AWK MKC ISRG
MTD Performance (month of latest data)
Portfolio: -4.06% | S&P 500: 5.15%
Cumulative Returns (Log, Start=100)
Last 6 Months — Monthly Returns
| Month | Portfolio | S&P 500 |
|---|---|---|
2025-12 | 2.50% | -0.05% |
2026-01 | 4.15% | 1.37% |
2026-02 | -2.98% | -0.87% |
2026-03 | -7.13% | -5.09% |
2026-04 | -0.36% | 10.42% |
2026-05 (MTD) | -4.06% | 5.15% |
Strategy: Monthly rebalance (BME), equal-weight among 10 lowest Alignment(EMA60) names. Transaction cost: 0.04% applied on first holding day after signal.