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: 2026-03-25
Total Return
+18.9%
Since inception (Jul 18, 2025)
YTD Return
+-4.0%
Year to date
Sharpe Ratio
1.25
Risk-adjusted
Max Drawdown
-15.9%
Peak to trough
Beta
1.29
vs. SPY
Get portfolio and news updates by email.
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 |
|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 8.3% | 8.0 | 2026-03-26 |
| GRMN | Garmin Ltd. | Technology | 8.3% | 8.0 | 2026-03-26 |
| PLMR | Palomar Holdings, Inc. | Financial Services | 8.3% | 8.0 | 2026-03-26 |
| GOOGL | Alphabet Inc. | Communication Services | 8.3% | 8.0 | 2026-03-26 |
| DAC | Danaos Corporation | Industrials | 8.3% | 8.0 | 2026-03-26 |
| CRUS | Cirrus Logic, Inc. | Technology | 8.3% | 8.0 | 2026-03-26 |
| UTHR | United Therapeutics Corporation | Healthcare | 8.3% | 8.0 | 2026-03-26 |
| VRTX | Vertex Pharmaceuticals Incorporated | Healthcare | 8.3% | 8.0 | 2026-03-26 |
| NVDA | NVIDIA Corporation | Technology | 8.3% | 8.0 | 2026-03-26 |
| MRVL | Marvell Technology, Inc. | Technology | 8.3% | 8.0 | 2026-03-26 |
| FAF | First American Financial Corporation | Financial Services | 8.3% | 8.0 | 2026-03-26 |
| V | Visa Inc. | Financial Services | 8.3% | 8.0 | 2026-03-26 |
TSM
Taiwan Semiconductor Manufacturing Company Limited
8.3%
Weight
Technology
Rating: 8.0
Entry: 2026-03-26
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
Get portfolio and news updates by email.