Model Portfolio
paper model portfolio (no client accounts, no trade execution). Research tool. Not personalized advice.Model portfolio for research built from top-rated companies, rebalanced weekly
Inception: Jul 18, 2025
Last updated: 2026-10-02
Total Return
+53.7%
Since inception (Jul 18, 2025)
YTD Return
+24.8%
Year to date
Sharpe Ratio
1.62
Risk-adjusted
Max Drawdown
-17.3%
Peak to trough
Beta
1.24
vs. SPY
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Performance vs. SPY
No chart data available
Historical performance data is being collected. Please check back later.
Sector Allocation
No holdings data available
Current Holdings
| Ticker | Company | Sector | Weight | AI Rating | Entry Date |
|---|---|---|---|---|---|
| ETN | Eaton Corporation plc | Industrials | 4.0% | 7.0 | 2026-10-05 |
| WRB | W. R. Berkley Corporation | Financial Services | 4.0% | 7.0 | 2026-10-05 |
| HNGE | Hinge Health, Inc. | Healthcare | 4.0% | 7.0 | 2026-10-05 |
| ALAB | Astera Labs, Inc. Common Stock | Technology | 4.0% | 7.0 | 2026-10-05 |
| DHT | DHT Holdings, Inc. | Energy | 4.0% | 7.0 | 2026-10-05 |
| HOOD | Robinhood Markets, Inc. | Technology | 4.0% | 7.0 | 2026-10-05 |
| COF | Capital One Financial Corporation | Financial Services | 4.0% | 7.0 | 2026-10-05 |
| INSW | International Seaways, Inc. | Energy | 4.0% | 7.0 | 2026-10-05 |
| MGNI | Magnite, Inc. | Communication Services | 4.0% | 7.0 | 2026-10-05 |
| NVGS | Navigator Holdings Ltd. | Energy | 4.0% | 7.0 | 2026-10-05 |
| WST | West Pharmaceutical Services, Inc. | Healthcare | 4.0% | 7.0 | 2026-10-05 |
| A | Agilent Technologies, Inc. | Healthcare | 4.0% | 7.0 | 2026-10-05 |
| AMD | Advanced Micro Devices, Inc. | Technology | 4.0% | 7.0 | 2026-10-05 |
| TMO | Thermo Fisher Scientific Inc. | Healthcare | 4.0% | 7.0 | 2026-10-05 |
| EHC | Encompass Health Corporation | Healthcare | 4.0% | 7.0 | 2026-10-05 |
| AAPL | Apple Inc. | Technology | 4.0% | 7.0 | 2026-10-05 |
| TRV | The Travelers Companies, Inc. | Financial Services | 4.0% | 7.0 | 2026-10-05 |
| MDT | Medtronic plc | Healthcare | 4.0% | 7.0 | 2026-10-05 |
| NWG | NatWest Group plc | Financial Services | 4.0% | 7.0 | 2026-10-05 |
| CLS | Celestica Inc. | Technology | 4.0% | 7.0 | 2026-10-05 |
| NVDA | NVIDIA Corporation | Technology | 4.0% | 8.0 | 2026-10-05 |
| BAP | Credicorp Ltd. | Financial Services | 4.0% | 7.0 | 2026-10-05 |
| ANIP | ANI Pharmaceuticals, Inc. | Healthcare | 4.0% | 7.0 | 2026-10-05 |
| AIZ | Assurant, Inc. | Financial Services | 4.0% | 7.0 | 2026-10-05 |
| CON | Concentra Group Holdings Parent, Inc. | Healthcare | 4.0% | 7.0 | 2026-10-05 |
Portfolio Rules & Method
Selection Criteria
- Top 30 companies by AI Rating (minimum rating of 7.5)
Rebalancing
- Weekly rebalancing
- Equal weight allocation to all holdings
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