SP500 Low-10 Monthly Portfolio
Auto-updated • Data as of 2026-07-16 • Benchmark: ^GSPC
Latest rebalance signal: 2026-06-30 • Portfolio effective from: 2026-07-01
Current Holding Set (Top 10 — Low Alignment)
ICE T HII ISRG MKTX CME NFLX ACN INTU ZTS
MTD Performance (month of latest data)
Portfolio: 6.98% | S&P 500: 0.71%
Cumulative Returns (Log, Start=100)
Last 6 Months — Monthly Returns
| Month | Portfolio | S&P 500 |
|---|---|---|
2026-02 | -2.98% | -0.87% |
2026-03 | -7.13% | -5.09% |
2026-04 | -0.36% | 10.42% |
2026-05 | -4.06% | 5.15% |
2026-06 | 2.35% | -1.06% |
2026-07 (MTD) | 6.98% | 0.71% |
Strategy: Monthly rebalance (BME), equal-weight among 10 lowest Alignment(EMA60) names. Transaction cost: 0.04% applied on first holding day after signal.