Megacap Returns
About this portfolio
Description
Megacap holds up to 8 names from the S&P 500. Selection follows the model's positive score.
Strategy
Equal capital goes into every recommendation. Recommendations are published a few hours before the open and placed as market orders, so buys and sells fill at the opening price. Positions are held for 12 to 17 days. Every position carries a 15% stop-loss: if the price touches it during the day, the position is sold there, at 85% of its entry price. Reported returns are measured from those opening prices and include every stop-loss exit.
- Started with
- $100,000
- Jun 25, 2025
- Worth now
- $260,720
- Sep 25, 2026
Portfolio Value Over Time
- Max drawdown
- −7.61%
- From high
- −0.93%
- Under water
- 31 sessions
- Volatility
- 21.74%
- Sharpe
- 3.83
Return Distributions
How often each size of move has happened, measured between the closes of each session, week and month. Each bar is labelled with the middle of its range: the white bar holds moves nearest to flat, losses sit to its left and gains to its right.