Technology Returns
About this portfolio
Description
Technology holds up to 5 technology names above $500M. Selection weighs the model's positive score and its volatility score together.
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. There is no maximum holding period: a position exits when the model no longer selects it or when the stop is hit. Every position carries a 25% stop-loss: if the price touches it during the day, the position is sold there, at 75% 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
- $388,870
- Sep 25, 2026
Portfolio Value Over Time
- Max drawdown
- −13.59%
- From high
- −3.30%
- Under water
- 47 sessions
- Volatility
- 35.47%
- Sharpe
- 3.41
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.