Basic Materials
Basic Materials holds up to 6 names from basic materials above $200M: miners, chemicals and metals.
- Worst drawdown
- -10.1%
- vs S&P 500
- —
- Risk
- High
- Holds
- Up to 6 names
PortfoliosEarly pre-market signals, updated daily.Algorithmically optimized portfolios
Portfolios
Early pre-market signals, updated daily.
Algorithmically optimized portfolios
Diversified
Diversified holds up to 5 names from all sectors above $500M, with no more than one per industry at any time.
- Worst drawdown
- -9.6%
- vs S&P 500
- —
- Risk
- Medium-High
- Holds
- Up to 5 names
Energy
Energy holds up to 5 names from energy stocks above $200M.
- Worst drawdown
- -9.2%
- vs S&P 500
- —
- Risk
- High
- Holds
- Up to 5 names
Financial Services
Financial Services holds up to 4 names from financial services above $200M.
- Worst drawdown
- -10.9%
- vs S&P 500
- —
- Risk
- Medium-High
- Holds
- Up to 4 names
Healthcare
Healthcare holds up to 5 names from healthcare stocks above $200M.
- Worst drawdown
- -17.4%
- vs S&P 500
- —
- Risk
- High
- Holds
- Up to 5 names
Largecap
Largecap holds up to 5 large caps above $5B.
- Worst drawdown
- -5.9%
- vs S&P 500
- —
- Risk
- Medium
- Holds
- Up to 5 names
Megacap
Megacap holds up to 8 names from the S&P 500.
- Worst drawdown
- -7.6%
- vs S&P 500
- —
- Risk
- Medium-Low
- Holds
- Up to 8 names
Midcap
Midcap holds up to 5 mid caps above $2B, drawn from the most volatile third of the band by the model's volatility score.
- Worst drawdown
- -10.6%
- vs S&P 500
- —
- Risk
- High
- Holds
- Up to 5 names
Smallcap
Smallcap holds up to 12 small caps above $200M trading at $1 or more.
- Worst drawdown
- -6.8%
- vs S&P 500
- —
- Risk
- High
- Holds
- Up to 12 names
Technology
Technology holds up to 5 technology names above $500M.
- Worst drawdown
- -13.6%
- vs S&P 500
- —
- Risk
- High
- Holds
- Up to 5 names