Shared conversation on NexusTrade
NVIDIA Portfolio Creation and Backtesting
A detailed conversation about creating and backtesting stock portfolios based on the top stocks of 2021 and 2022, including market capitalizations and investment strategies.
Aurora: Hello. Would you like to create a new portfolio?
User: What are the 100 best stocks in the market in 2021? Also show their market cap as of March 1st 2022
Aurora: Here’s a summary of the top stocks from 2021 along with their market capitalizations as of March 1, 2022. The stocks are ranked based on their ratings from the GPT-Stock Report, which is a subjective measure and may not reflect the absolute best or worst investments. Always consider multiple factors when making investment decisions. ### Top Stocks of 2021 | Symbol | Company Name | Rating | Market Cap (USD) | Date | |--------|--------------|--------|-------------------|------| | [BRK-A](https://nexustrade.io/stock/BRK-A) | Berkshire Hathaway Inc - Class A | 5.0 | 715,742,305,665 | 2022-02-28 | | [AAPL](https://nexustrade.io/stock/AAPL) | Apple Inc | 4.5 | 2,755,461,630,720 | 2022-02-28 | | [OC](https://nexustrade.io/stock/OC) | Owens Corning | 4.5 | 9,364,351,100 | 2022-02-28 | | [STLD](https://nexustrade.io/stock/STLD) | Steel Dynamics Inc | 4.5 | 14,288,921,000 | 2022-02-28 | | [ODFL](https://nexustrade.io/stock/ODFL) | Old Dominion Freight Line Inc | 4.5 | 36,241,362,220 | 2022-02-28 | | [CHKP](https://nexustrade.io/stock/CHKP) | Check Point Software Technologies Ltd | 4.5 | 18,877,864,000 | 2022-02-28 | | [HOLX](https://nexustrade.io/stock/HOLX) | Hologic Inc | 4.5 | 18,139,524…
User: Create a portfolio called Top Stocks of 2021. Initial value is $10k. Strategy should be to buy and hold. For the strategies, you should find the top 5 stocks by rating. In the case of a tie, use market cap (descending) to break the tie.
Aurora: For the portfolio named "Top Stocks of 2021," we will implement a buy-and-hold strategy for the top 5 stocks based on their ratings. In the case of a tie, we will use market capitalization as the tiebreaker. The selected stocks are as follows: 1. **Berkshire Hathaway Inc - Class A (BRK-A)** - Rating: 5.0, Market Cap: $715 billion 2. **Apple Inc (AAPL)** - Rating: 4.5, Market Cap: $2.76 trillion 3. **Meta Platforms Inc - Class A (META)** - Rating: 4.5, Market Cap: $593.84 billion 4. **Texas Instruments Inc (TXN)** - Rating: 4.5, Market Cap: $156.9 billion 5. **Microsoft Corporation (MSFT)** - Rating: 4.5, Market Cap: $2.25 trillion This portfolio aims to capitalize on the long-term growth potential of these high-rated stocks by holding them over time. Here’s the portfolio setup: This portfolio is designed to provide exposure to some of the best-performing stocks in 2021, focusing on their potential for long-term appreciation.
User: Backtest this portfolio from March 1st 2022 to March 1st 2023
User: What are the 100 best stocks in the market in 2022? Also show their market cap as of March 1st 2023
Aurora: Here’s a summary of the top stocks from 2022 along with their market capitalizations as of March 1, 2023. The stocks are ranked based on their ratings from the GPT-Stock Report, which is a subjective measure and may not reflect the absolute best or worst investments. Always consider multiple factors when making investment decisions. ### Top Stocks of 2022 | Symbol | Company Name | Rating | Market Cap (USD) | Date | |--------|--------------|--------|-------------------|------| | [ODFL](https://nexustrade.io/stock/ODFL) | Old Dominion Freight Line Inc | 4.5 | 38,112,736,755 | 2023-02-28 | | [WTM](https://nexustrade.io/stock/WTM) | White Mountains Insurance Group Ltd | 4.5 | 3,717,031,070 | 2023-02-28 | | [PLAB](https://nexustrade.io/stock/PLAB) | Photronics Inc | 4.5 | 1,072,952,280 | 2023-02-28 | | [CEIX](https://nexustrade.io/stock/CEIX) | Consol Energy Inc | 4.5 | 1,906,826,804 | 2023-02-28 | | [CTRA](https://nexustrade.io/stock/CTRA) | Coterra Energy Inc | 4.5 | 9,973,511,108 | 2023-02-28 | | [SU](https://nexustrade.io/stock/SU) | Suncor Energy Inc | 4.5 | 49,996,800,000 | 2023-02-28 | | [PSA](https://nexustrade.io/stock/PSA) | Public Storage | 4.5 | 52,542,687,286 | 2023-02-28…
User: Sort these stocks by rating. If there is a tie-breaker, sort by market cap
Aurora: Here’s a sorted list of the top stocks from 2022, first by rating and then by market capitalization in case of a tie. This list provides a clearer view of the best-performing stocks based on the GPT-Stock Report ratings and their market cap as of March 1, 2023. ### Top Stocks of 2022 (Sorted by Rating and Market Cap) | Symbol | Company Name | Rating | Market Cap (USD) | Date | |--------|--------------|--------|-------------------|------| | [AAPL](https://nexustrade.io/stock/AAPL) | Apple Inc | 4.5 | 2,342,746,297,430 | 2023-02-28 | | [GOOG](https://nexustrade.io/stock/GOOG) | Alphabet Inc - Class C | 4.5 | 1,205,775,357,387 | 2023-02-28 | | [MSFT](https://nexustrade.io/stock/MSFT) | Microsoft Corporation | 4.5 | 1,858,428,420,000 | 2023-02-28 | | [TSM](https://nexustrade.io/stock/TSM) | Taiwan Semiconductor Manufacturing | 4.5 | 451,527,606,000 | 2023-02-28 | | [XOM](https://nexustrade.io/stock/XOM) | Exxon Mobil Corp | 4.5 | 453,512,135,897 | 2023-02-28 | | [CVX](https://nexustrade.io/stock/CVX) | Chevron Corp | 4.5 | 306,535,986,054 | 2023-02-28 | | [V](https://nexustrade.io/stock/V) | Visa Inc - Class A | 4.5 | 417,226,180,000 | 2023-02-28 | | [NTES](https://nexustrade.io/stock…
User: These don't look fully sorted (but close). Continue sorting the list
Aurora: Here is the fully sorted list of the top stocks from 2022, first by rating and then by market capitalization in case of a tie: ### Top Stocks of 2022 (Fully Sorted by Rating and Market Cap) | Symbol | Company Name | Rating | Market Cap (USD) | Date | |--------|--------------|--------|-------------------|------| | [AAPL](https://nexustrade.io/stock/AAPL) | Apple Inc | 4.5 | 2,342,746,297,430 | 2023-02-28 | | [MSFT](https://nexustrade.io/stock/MSFT) | Microsoft Corporation | 4.5 | 1,858,428,420,000 | 2023-02-28 | | [GOOG](https://nexustrade.io/stock/GOOG) | Alphabet Inc - Class C | 4.5 | 1,205,775,357,387 | 2023-02-28 | | [XOM](https://nexustrade.io/stock/XOM) | Exxon Mobil Corp | 4.5 | 453,512,135,897 | 2023-02-28 | | [TSM](https://nexustrade.io/stock/TSM) | Taiwan Semiconductor Manufacturing | 4.5 | 451,527,606,000 | 2023-02-28 | | [V](https://nexustrade.io/stock/V) | Visa Inc - Class A | 4.5 | 417,226,180,000 | 2023-02-28 | | [CVX](https://nexustrade.io/stock/CVX) | Chevron Corp | 4.5 | 306,535,986,054 | 2023-02-28 | | [NTES](https://nexustrade.io/stock/NTES) | NetEase Inc | 4.5 | 260,042,374,524 | 2023-02-28 | | [PFE](https://nexustrade.io/stock/PFE) | Pfizer Inc | 4.5 | 227,800…
User: create a portfolio with the top 5 stocks on the list
Aurora: For the portfolio named "Top 5 Stocks of 2022," we will implement a buy-and-hold strategy for the top 5 stocks based on their ratings and market capitalizations. The selected stocks are as follows: 1. **Apple Inc (AAPL)** - Rating: 4.5, Market Cap: $2.34 trillion 2. **Microsoft Corporation (MSFT)** - Rating: 4.5, Market Cap: $1.86 trillion 3. **Alphabet Inc - Class C (GOOG)** - Rating: 4.5, Market Cap: $1.21 trillion 4. **Exxon Mobil Corp (XOM)** - Rating: 4.5, Market Cap: $453.51 billion 5. **Taiwan Semiconductor Manufacturing (TSM)** - Rating: 4.5, Market Cap: $451.53 billion ### Portfolio Setup This portfolio aims to capitalize on the long-term growth potential of these high-rated stocks by holding them over time. **Description**: The "Top 5 Stocks of 2022" portfolio is designed to provide exposure to some of the best-performing stocks based on their ratings and market capitalizations. By implementing a buy-and-hold strategy, this portfolio seeks to benefit from the long-term appreciation of these companies, which are leaders in their respective industries. **JSON Representation**: This portfolio setup includes a strategy for buying and holding each of the top 5 stocks, aiming…
User: Backtest this portfolio from March 1st 2023 to March 1st 2024