SP500 Low-10 Monthly Portfolio
Auto-updated • Data as of 2026-04-15 • Benchmark: ^GSPC
Latest rebalance signal: 2026-03-31 • Portfolio effective from: 2026-04-01
Current Holding Set (Top 10 — Low Alignment)
GEN PODD DIS BXP SAP XYL NKE ISRG QCOM MDB
MTD Performance (month of latest data)
Portfolio: 1.16% | S&P 500: 7.57%
Cumulative Returns (Log, Start=100)
Last 6 Months — Monthly Returns
| Month | Portfolio | S&P 500 |
|---|---|---|
2025-11 | 1.31% | 0.13% |
2025-12 | 2.48% | -0.05% |
2026-01 | 4.20% | 1.37% |
2026-02 | -2.99% | -0.87% |
2026-03 | -7.28% | -5.09% |
2026-04 (MTD) | 1.16% | 7.57% |
Strategy: Monthly rebalance (BME). Buy & Hold within month (weights drift). Transaction cost: 0.04% applied on first holding day after signal.