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Comprehensive Stock Portfolio Analysis and Backtesting
Explore a detailed analysis of stock portfolios created based on the top-rated stocks from 2021 to 2023, including backtesting results and performance comparisons with SPY.
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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. Sort by rating descending. if there's a tie, sort by market cap descending
Aurora
Here’s a summary of the top stocks based on their ratings for the fiscal year 2021, along with their market capitalization as of March 1, 2022. The stocks are sorted by rating in descending order, and in case of ties, by market cap in descending order.
Top Stocks and Market Capitalization (as of March 1, 2022)
| Symbol | Company Name | Rating | Market Cap (USD) | Date |
|---|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc - Class A | 5 | 715,742,305,665 | 2022-02-28 |
| AAPL | Apple Inc | 4.5 | 2,755,461,631,720 | 2022-02-28 |
| MSFT | Microsoft Corporation | 4.5 | 2,250,359,160,093 | 2022-02-28 |
| GOOG | Alphabet Inc - Class C | 4.5 | 1,796,081,932,400 | 2022-02-28 |
| META | Meta Platforms Inc - Class A | 4.5 | 593,838,420,000 | 2022-02-28 |
| RIO | Rio Tinto plc | 4.5 | 512,373,032,000 | 2022-02-28 |
| TXN | Texas Instruments Inc | 4.5 | 156,900,770,000 | 2022-02-28 |
| SPGI | S&P Global Inc | 4.5 | 90,506,130,000 | 2022-02-28 |
| EOG | EOG Resources Inc | 4.5 | 66,768,520,000 | 2022-02-28 |
| REGN | Regeneron Pharmaceuticals Inc | 4.5 | 65,669,832,000 | 2022-02-28 |
| MRNA | Moderna Inc | 4.5 | 62,054,400,000 | 2022-02-28 |
| VRTX | Vertex Pharmaceuticals Inc | 4.5 | 59,316,637,520 | 2022-02-28 |
| SCCO | Southern Copper Corporation | 4.5 | 53,645,409,000 | 2022-02-28 |
| NUE | Nucor Corp | 4.5 | 38,236,926,200 | 2022-02-28 |
| ODFL | Old Dominion Freight Line Inc | 4.5 | 36,241,362,220 | 2022-02-28 |
| TROW | T. Rowe Price Group Inc | 4.5 | 32,511,544,000 | 2022-02-28 |
| WY | Weyerhaeuser Company | 4.5 | 29,121,897,600 | 2022-02-28 |
| VICI | VICI Properties Inc | 4.5 | 20,925,001,987 | 2022-02-28 |
| TER | Teradyne Inc | 4.5 | 19,193,720,480 | 2022-02-28 |
| CHKP | Check Point Software Technologies Ltd | 4.5 | 18,877,864,000 | 2022-02-28 |
| HOLX | Hologic Inc | 4.5 | 18,139,524,920 | 2022-02-28 |
| STLD | Steel Dynamics Inc | 4.5 | 14,288,921,000 | 2022-02-28 |
| SNA | Snap-on Inc | 4.5 | 11,307,684,000 | 2022-02-28 |
| WFG | West Fraser Timber Co. Ltd | 4.5 | 10,872,664,330 | 2022-02-28 |
| OC | Owens Corning | 4.5 | 9,364,351,100 | 2022-02-28 |
| X | United States Steel Corp | 4.5 | 7,351,461,750 | 2022-02-28 |
| GNTX | Gentex Corp | 4.5 | 7,078,084,136 | 2022-02-28 |
| WOR | Worthington Enterprises Inc | 4.5 | 2,836,354,662 | 2022-02-28 |
| TPG | TPG Inc - Class A | 4.5 | 2,430,630,275 | 2022-02-28 |
| INVA | Innoviva Inc | 4.5 | 1,334,288,180 | 2022-02-28 |
| DMLP | Dorchester Minerals LP | 4.5 | 870,621,580 | 2022-02-28 |
| SWBI | Smith & Wesson Brands Inc | 4.5 | 848,831,610 | 2022-02-28 |
| USLM | United States Lime & Minerals Inc | 4.5 | 664,984,740 | 2022-02-28 |
| DHIL | Diamond Hill Investment Group Inc - Class A | 4.5 | 614,897,400 | 2022-02-28 |
| SD | Sandridge Energy Inc New | 4.5 | 489,034,490 | 2022-02-28 |
| NVEC | NVE Corp | 4.5 | 276,460,870 | 2022-02-28 |
| OVID | Ovid Therapeutics Inc | 4.5 | 231,061,217 | 2022-02-28 |
| CODX | Co-Diagnostics Inc | 4.5 | 167,859,871 | 2022-02-28 |
| TSLA | Tesla Inc | 4 | 868,679,160,000 | 2022-02-28 |
| NVDA | NVIDIA Corp | 4 | 610,725,600,000 | 2022-02-28 |
| TSM | Taiwan Semiconductor Manufacturing | 4 | 554,962,002,498 | 2022-02-28 |
| V | Visa Inc - Class A | 4 | 462,382,541,246 | 2022-02-28 |
| UNH | Unitedhealth Group Inc | 4 | 448,198,754,338 | 2022-02-28 |
| PG | Procter & Gamble Company | 4 | 381,655,009,010 | 2022-02-28 |
| WMT | Walmart Inc | 4 | 374,230,350,000 | 2022-02-28 |
| XOM | Exxon Mobil Corp | 4 | 334,416,057,698 | 2022-02-28 |
| NTES | NetEase Inc | 4 | 319,325,605,192 | 2022-02-28 |
| BABA | Alibaba Group Holding Ltd | 4 | 284,696,735,000 | 2022-02-28 |
| CVX | Chevron Corp | 4 | 275,823,360,000 | 2022-02-28 |
| PFE | Pfizer Inc | 4 | 263,615,040,000 | 2022-02-28 |
| ABBV | Abbvie Inc | 4 | 261,239,696,313 | 2022-02-28 |
| AVGO | Broadcom Inc | 4 | 241,799,872,223 | 2022-02-28 |
| LLY | Lilly(Eli) & Company | 4 | 239,099,420,550 | 2022-02-28 |
| CSCO | Cisco Systems Inc | 4 | 235,126,320,000 | 2022-02-28 |
| COST | Costco Wholesale Corp | 4 | 229,417,013,862 | 2022-02-28 |
| PEP | PepsiCo Inc | 4 | 226,288,680,000 | 2022-02-28 |
| ADBE | Adobe Inc | 4 | 222,522,144,000 | 2022-02-28 |
| NKE | Nike Inc - Class B | 4 | 215,612,450,000 | 2022-02-28 |
| CMCSA | Comcast Corp - Class A | 4 | 214,534,880,000 | 2022-02-28 |
| TMO | Thermo Fisher Scientific Inc | 4 | 214,336,000,000 | 2022-02-28 |
| ABT | Abbott Laboratories | 4 | 213,290,774,201 | 2022-02-28 |
| ORCL | Oracle Corp | 4 | 204,663,180,000 | 2022-02-28 |
| ACN | Accenture plc - Class A | 4 | 200,213,252,427 | 2022-02-28 |
| DHR | Danaher Corp | 4 | 196,230,591,000 | 2022-02-28 |
| QCOM | Qualcomm Inc | 4 | 194,176,710,000 | 2022-02-28 |
| INTC | Intel Corp | 4 | 193,995,900,000 | 2022-02-28 |
| UPS | United Parcel Service Inc - Class B | 4 | 184,117,500,000 | 2022-02-28 |
| SCHW | Charles Schwab Corp | 4 | 159,798,320,000 | 2022-02-28 |
| UNP | Union Pacific Corp | 4 | 159,547,765,000 | 2022-02-28 |
| RTX | RTX Corp | 4 | 153,074,350,000 | 2022-02-28 |
| BMY | Bristol-Myers Squibb Company | 4 | 152,378,730,000 | 2022-02-28 |
| LIN | Linde Plc. | 4 | 151,068,157,560 | 2022-02-28 |
| AMD | Advanced Micro Devices Inc | 4 | 149,734,760,000 | 2022-02-28 |
| AXP | American Express Company | 4 | 149,406,720,000 | 2022-02-28 |
| INTU | Intuit Inc | 4 | 134,246,710,000 | 2022-02-28 |
| TTE | TotalEnergies SE | 4 | 133,420,893,994 | 2022-02-28 |
| PYPL | PayPal Holdings Inc | 4 | 131,405,820,000 | 2022-02-28 |
| HON | Honeywell International Inc | 4 | 131,041,350,000 | 2022-02-28 |
| AMGN | AMGEN Inc | 4 | 128,414,160,000 | 2022-02-28 |
| COP | Conoco Phillips | 4 | 124,762,243,500 | 2022-02-28 |
| AMAT | Applied Materials Inc | 4 | 120,511,600,000 | 2022-02-28 |
| C | Citigroup Inc | 4 | 117,530,089,000 | 2022-02-28 |
| BLK | Blackrock Inc | 4 | 112,939,035,699 | 2022-02-28 |
| DE | Deere & Company | 4 | 111,282,182,000 | 2022-02-28 |
| ELV | Elevance Health Inc | 4 | 109,670,626,351 | 2022-02-28 |
| PLD | Prologis Inc | 4 | 107,847,178,150 | 2022-02-28 |
| EL | Estee Lauder Cos. Inc - Class A | 4 | 107,330,726,000 | 2022-02-28 |
| ISRG | Intuitive Surgical Inc | 4 | 103,589,743,710 | 2022-02-28 |
| DHI | D.R. Horton Inc | 4 | 101,777,773,292 | 2022-02-28 |
| CAT | Caterpillar Inc | 4 | 101,049,346,000 | 2022-02-28 |
| MU | Micron Technology Inc | 4 | 99,400,905,359 | 2022-02-28 |
| SYK | Stryker Corp | 4 | 99,309,285,000 | 2022-02-28 |
| TGT | Target Corp | 4 | 98,506,587,000 | 2022-02-28 |
| BX | Blackstone Inc | 4 | 92,599,970,409 | 2022-02-28 |
| ZTS | Zoetis Inc - Class A | 4 | 91,790,100,000 | 2022-02-28 |
| MDLZ | Mondelez International Inc - Class A | 4 | 91,342,775,203 | 2022-02-28 |
| BKNG | Booking Holdings Inc | 4 | 89,209,963,000 | 2022-02-28 |
| CB | Chubb Ltd | 4 | 86,867,246,708 | 2022-02-28 |
| ADP | Automatic Data Processing Inc | 4 | 86,151,016,000 | 2022-02-28 |
| CME | CME Group Inc - Class A | 4 | 84,763,600,390 | 2022-02-28 |
Observations
- Top Performer: Berkshire Hathaway Inc - Class A (BRK-A) has the highest rating of 5 and a substantial market cap of approximately $715.74 billion.
- Tech Giants: Apple Inc (AAPL), Microsoft Corporation (MSFT), and Alphabet Inc (GOOG) are among the top-rated stocks, reflecting their strong market positions and growth potential.
- Diverse Industries: The list includes companies from various sectors, including technology, healthcare, consumer goods, and finance, indicating a well-rounded selection of stocks.
Important Note
Please remember to double-check all financial data and observations generated by AI. While I strive for accuracy, it's always best to verify information from reliable sources before making any financial decisions.
Clarification on "Best" and "Worst" Stocks
When determining the "best" or "worst" stocks, I rely on the ratings provided in the GPT-Stock Report. However, it's important to note that these ratings are subjective and can vary based on different analyses and market conditions. There isn't a definitive "best" or "worst" stock; rather, these terms are relative and depend on individual investment goals and risk tolerance. Always consider multiple factors and conduct thorough research before making investment decisions.
User
Create a portfolio. The strategy will be to buy and hold the first 5 stocks on this list
Aurora
The portfolio will be created to implement a buy-and-hold strategy for the first five stocks from the provided list. These stocks are:
- Berkshire Hathaway Inc - Class A (BRK-A)
- Apple Inc (AAPL)
- Microsoft Corporation (MSFT)
- Alphabet Inc - Class C (GOOG)
- Meta Platforms Inc - Class A (META)
This strategy aims to capitalize on the long-term growth potential of these well-established companies. The portfolio will have an initial value of $10,000, and the strategy will involve purchasing equal amounts of each stock and holding them for the long term.
Here’s the portfolio setup:
Description:
This portfolio is named "Top 5 Stocks Buy and Hold" and focuses on investing in five of the highest-rated companies. The strategy is straightforward: buy and hold these stocks to benefit from their long-term growth potential. Each stock represents a strong market position, and the buy-and-hold approach allows for capitalizing on their performance over time.
JSON:
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. Sort by rating descending. if there's a tie, sort by market cap descending
Aurora
Here’s a summary of the top stocks based on their ratings for the fiscal year 2022, along with their market capitalization as of March 1, 2023. The stocks are sorted by rating in descending order, and in case of ties, by market cap in descending order.
Top Stocks and Market Capitalization (as of March 1, 2023)
| Symbol | Company Name | Rating | Market Cap (USD) | Date |
|---|---|---|---|---|
| AAPL | Apple Inc | 4.5 | 2,342,746,297,430 | 2023-02-28 |
| MSFT | Microsoft Corporation | 4.5 | 1,858,428,420,000 | 2023-02-28 |
| GOOG | Alphabet Inc - Class C | 4.5 | 1,205,775,357,387 | 2023-02-28 |
| XOM | Exxon Mobil Corp | 4.5 | 453,512,135,897 | 2023-02-28 |
| TSM | Taiwan Semiconductor Manufacturing | 4.5 | 451,527,606,000 | 2023-02-28 |
| V | Visa Inc - Class A | 4.5 | 417,226,180,000 | 2023-02-28 |
| CVX | Chevron Corp | 4.5 | 306,535,986,054 | 2023-02-28 |
| NTES | NetEase Inc | 4.5 | 260,042,374,524 | 2023-02-28 |
| PFE | Pfizer Inc | 4.5 | 227,800,550,000 | 2023-02-28 |
| DHR | Danaher Corp | 4.5 | 180,325,605,000 | 2023-02-28 |
| ACN | Accenture plc - Class A | 4.5 | 167,332,949,924 | 2023-02-28 |
| QCOM | Qualcomm Inc | 4.5 | 138,600,660,000 | 2023-02-28 |
| COP | Conoco Phillips | 4.5 | 128,079,277,950 | 2023-02-28 |
| BLK | Blackrock Inc | 4.5 | 103,439,260,189 | 2023-02-28 |
| AMAT | Applied Materials Inc | 4.5 | 98,146,750,000 | 2023-02-28 |
| REGN | Regeneron Pharmaceuticals Inc | 4.5 | 81,364,940,000 | 2023-02-28 |
| ABNB | Airbnb Inc - Class A | 4.5 | 78,159,520,000 | 2023-02-28 |
| VRTX | Vertex Pharmaceuticals Inc | 4.5 | 74,575,501,000 | 2023-02-28 |
| LRCX | Lam Research Corp | 4.5 | 66,106,108,180 | 2023-02-28 |
| EOG | EOG Resources Inc | 4.5 | 65,664,620,000 | 2023-02-28 |
| MRNA | Moderna Inc | 4.5 | 53,441,850,000 | 2023-02-28 |
| OXY | Occidental Petroleum Corp | 4.5 | 53,037,792,000 | 2023-02-28 |
| PSA | Public Storage | 4.5 | 52,542,687,286 | 2023-02-28 |
| SU | Suncor Energy Inc | 4.5 | 49,996,800,000 | 2023-02-28 |
| NUE | Nucor Corp | 4.5 | 42,764,510,880 | 2023-02-28 |
| ODFL | Old Dominion Freight Line Inc | 4.5 | 38,112,736,755 | 2023-02-28 |
| DVN | Devon Energy Corp | 4.5 | 36,503,840,000 | 2023-02-28 |
| ON | ON Semiconductor Corp | 4.5 | 33,456,602,000 | 2023-02-28 |
| ULTA | Ulta Beauty Inc | 4.5 | 26,263,731,200 | 2023-02-28 |
| STLD | Steel Dynamics Inc | 4.5 | 22,032,173,660 | 2023-02-28 |
| NVR | NVR Inc | 4.5 | 17,000,051,320 | 2023-02-28 |
| CF | CF Industries Holdings Inc | 4.5 | 16,885,974,000 | 2023-02-28 |
| RS | Reliance Steel & Aluminum Company | 4.5 | 14,556,138,880 | 2023-02-28 |
| PHM | PulteGroup Inc | 4.5 | 14,175,110,950 | 2023-02-28 |
| BLDR | Builders Firstsource Inc | 4.5 | 13,730,968,800 | 2023-02-28 |
| SNA | Snap-on Inc | 4.5 | 13,229,776,000 | 2023-02-28 |
| WSO | Watsco Inc - Class A | 4.5 | 11,803,301,103 | 2023-02-28 |
| UTHR | United Therapeutics Corp | 4.5 | 11,194,820,000 | 2023-02-28 |
| CTRA | Coterra Energy Inc | 4.5 | 9,973,511,108 | 2023-02-28 |
| RHI | Robert Half Inc | 4.5 | 8,624,727,600 | 2023-02-28 |
| CGNX | Cognex Corp | 4.5 | 8,222,959,940 | 2023-02-28 |
| SEIC | SEI Investments Company | 4.5 | 8,220,208,750 | 2023-02-28 |
| ATKR | Atkore Inc | 4.5 | 6,152,959,512 | 2023-02-28 |
| DDS | Dillard's Inc - Class A | 4.5 | 6,094,611,000 | 2023-02-28 |
| CIVI | Civitas Resources Inc New | 4.5 | 5,628,326,227 | 2023-02-28 |
| UFPI | UFP Industries Inc | 4.5 | 5,349,215,635 | 2023-02-28 |
| MTSI | MACOM Technology Solutions Holdings Inc | 4.5 | 4,830,767,740 | 2023-02-28 |
| ESNT | Essent Group Ltd | 4.5 | 4,604,454,750 | 2023-02-28 |
| DIOD | Diodes Inc | 4.5 | 4,156,307,700 | 2023-02-28 |
| BTU | Peabody Energy Corp New | 4.5 | 3,928,470,000 | 2023-02-28 |
| WTM | White Mountains Insurance Group Ltd | 4.5 | 3,717,031,070 | 2023-02-28 |
| RDN | Radian Group Inc | 4.5 | 3,380,921,950 | 2023-02-28 |
| BSM | Black Stone Minerals L.P. | 4.5 | 3,255,890,100 | 2023-02-28 |
| KLIC | Kulicke & Soffa Industries Inc | 4.5 | 3,040,818,300 | 2023-02-28 |
| ARCH | Arch Resources Inc - Class A | 4.5 | 2,696,349,600 | 2023-02-28 |
| AMR | Alpha Metallurgical Resources Inc | 4.5 | 2,670,972,329 | 2023-02-28 |
| CVCO | Cavco Industries Inc | 4.5 | 2,528,111,025 | 2023-02-28 |
| CORT | Corcept Therapeutics Inc | 4.5 | 2,213,999,870 | 2023-02-28 |
| CEIX | Consol Energy Inc | 4.5 | 1,906,826,804 | 2023-02-28 |
| CPRX | Catalyst Pharmaceuticals Inc | 4.5 | 1,576,641,409 | 2023-02-28 |
| DMLP | Dorchester Minerals LP | 4.5 | 1,182,225,699 | 2023-02-28 |
| PLAB | Photronics Inc | 4.5 | 1,072,952,280 | 2023-02-28 |
| RGR | Sturm Ruger & Co. Inc | 4.5 | 1,028,398,490 | 2023-02-28 |
| NRP | Natural Resource Partners LP | 4.5 | 707,340,025 | 2023-02-28 |
| SD | Sandridge Energy Inc New | 4.5 | 536,868,230 | 2023-02-28 |
| DHIL | Diamond Hill Investment Group Inc - Class A | 4.5 | 525,625,792 | 2023-02-28 |
| UTMD | Utah Medical Products Inc | 4.5 | 332,956,455 | 2023-02-28 |
| SMLR | Semler Scientific Inc | 4.5 | 147,210,932 | 2023-02-28 |
| OCUP | Ocuphire Pharma Inc | 4.5 | 71,786,682 | 2023-02-28 |
| TSLA | Tesla Inc | 4 | 608,490,180,000 | 2023-02-28 |
| NVDA | NVIDIA Corp | 4 | 572,140,800,000 | 2023-02-28 |
| META | Meta Platforms Inc - Class A | 4 | 461,491,720,000 | 2023-02-28 |
| UNH | Unitedhealth Group Inc | 4 | 450,715,180,000 | 2023-02-28 |
| PG | Procter & Gamble Company | 4 | 341,313,872,000 | 2023-02-28 |
| LLY | Lilly(Eli) & Company | 4 | 280,315,854,000 | 2023-02-28 |
| BAC | Bank Of America Corp | 4 | 277,428,690,000 | 2023-02-28 |
| ABBV | Abbvie Inc | 4 | 272,169,150,181 | 2023-02-28 |
| AVGO | Broadcom Inc | 4 | 244,253,190,000 | 2023-02-28 |
| PEP | PepsiCo Inc | 4 | 239,471,400,000 | 2023-02-28 |
| BABA | Alibaba Group Holding Ltd | 4 | 234,849,223,750 | 2023-02-28 |
| COST | Costco Wholesale Corp | 4 | 214,896,998,660 | 2023-02-28 |
| TMO | Thermo Fisher Scientific Inc | 4 | 211,828,160,000 | 2023-02-28 |
| CSCO | Cisco Systems Inc | 4 | 198,667,260,000 | 2023-02-28 |
| NKE | Nike Inc - Class B | 4 | 185,193,610,000 | 2023-02-28 |
| WFC | Wells Fargo & Company | 4 | 177,436,026,000 | 2023-02-28 |
| ABT | Abbott Laboratories | 4 | 177,356,324,596 | 2023-02-28 |
| LIN | Linde Plc. | 4 | 171,973,547,240 | 2023-02-28 |
| TTE | TotalEnergies SE | 4 | 162,150,417,854 | 2023-02-28 |
| UPS | United Parcel Service Inc - Class B | 4 | 159,496,260,000 | 2023-02-28 |
| TXN | Texas Instruments Inc | 4 | 156,533,850,000 | 2023-02-28 |
| ADBE | Adobe Inc | 4 | 150,636,750,000 | 2023-02-28 |
| SCHW | Charles Schwab Corp | 4 | 147,035,040,000 | 2023-02-28 |
| BMY | Bristol-Myers Squibb Company | 4 | 145,367,680,000 | 2023-02-28 |
| RTX | RTX Corp | 4 | 143,750,895,000 | 2023-02-28 |
| NFLX | Netflix Inc | 4 | 143,412,276,000 | 2023-02-28 |
| AXP | American Express Company | 4 | 129,622,550,000 | 2023-02-28 |
| HON | Honeywell International Inc | 4 | 128,406,488,000 | 2023-02-28 |
| UNP | Union Pacific Corp | 4 | 127,000,456,000 | 2023-02-28 |
| AMD | Advanced Micro Devices Inc | 4 | 126,749,540,000 | 2023-02-28 |
| DE | Deere & Company | 4 | 124,765,824,000 | 2023-02-28 |
Observations
- Top Performer: Apple Inc (AAPL) leads the list with a rating of 4.5 and a substantial market cap of approximately $2.34 trillion.
- Tech Dominance: Major technology companies like Microsoft (MSFT), Alphabet (GOOG), and Exxon Mobil (XOM) also feature prominently, reflecting their strong market positions.
- Diverse Sectors: The list includes companies from various sectors, including technology, energy, healthcare, and finance, indicating a well-rounded selection of stocks.
Important Note
Please remember to double-check all financial data and observations generated by AI. While I strive for accuracy, it's always best to verify information from reliable sources before making any financial decisions.
Clarification on "Best" and "Worst" Stocks
When determining the "best" or "worst" stocks, I rely on the ratings provided in the GPT-Stock Report. However, it's important to note that these ratings are subjective and can vary based on different analyses and market conditions. There isn't a definitive "best" or "worst" stock; rather, these terms are relative and depend on individual investment goals and risk tolerance. Always consider multiple factors and conduct thorough research before making investment decisions.
Summary
The table above summarizes the top 100 stocks based on their ratings for 2022, along with their market capitalization as of March 1, 2023. The stocks are sorted by rating and market cap, providing a clear view of the leading companies in the market.
User
Create a portfolio. The strategy will be to buy and hold the first 5 stocks on this list
Aurora
For the portfolio, we will implement a buy-and-hold strategy for the first five stocks from the provided list. These stocks are:
- Apple Inc (AAPL)
- Microsoft Corporation (MSFT)
- Alphabet Inc - Class C (GOOG)
- Exxon Mobil Corp (XOM)
- Taiwan Semiconductor Manufacturing (TSM)
This strategy aims to capitalize on the long-term growth potential of these well-established companies. The portfolio will have an initial value of $10,000, and the strategy will involve purchasing equal amounts of each stock and holding them for the long term.
Description
This portfolio is named "Top 5 Stocks Buy and Hold" and focuses on investing in five of the highest-rated companies. The strategy is straightforward: buy and hold these stocks to benefit from their long-term growth potential. Each stock represents a strong market position, and the buy-and-hold approach allows for capitalizing on their performance over time.
JSON
User
Backtest this portfolio from March 1st 2023 to March 1st 2024
User
What are the 100 best stocks in the market in 2023? Also show their market cap as of March 1st 2024. Sort by rating descending. if there's a tie, sort by market cap descending
Aurora
Here’s a summary of the top stocks based on their ratings for the fiscal year 2023, along with their market capitalization as of March 1, 2024. The stocks are sorted by rating in descending order, and in case of ties, by market cap in descending order.
Top Stocks and Market Capitalization (as of March 1, 2024)
| Symbol | Company Name | Rating | Market Cap (USD) | Date |
|---|---|---|---|---|
| MSFT | Microsoft Corporation | 4.5 | 3,073,525,641,764 | 2024-02-29 |
| AAPL | Apple Inc | 4.5 | 2,791,119,990,750 | 2024-02-29 |
| NVDA | NVIDIA Corp | 4.5 | 1,977,750,000,000 | 2024-02-29 |
| GOOG | Alphabet Inc - Class C | 4.5 | 1,758,572,180,000 | 2024-02-29 |
| META | Meta Platforms Inc - Class A | 4.5 | 1,249,539,924,604 | 2024-02-29 |
| BRK-A | Berkshire Hathaway Inc - Class A | 4.5 | 906,700,425,697 | 2024-02-29 |
| TSM | Taiwan Semiconductor Manufacturing | 4.5 | 667,256,886,000 | 2024-02-29 |
| V | Visa Inc - Class A | 4.5 | 582,836,052,738 | 2024-02-29 |
| NTES | NetEase Inc | 4.5 | 346,507,716,577 | 2024-02-29 |
| CRM | Salesforce Inc | 4.5 | 300,173,040,000 | 2024-02-29 |
| AMAT | Applied Materials Inc | 4.5 | 167,525,524,917 | 2024-02-29 |
| COP | Conoco Phillips | 4.5 | 132,392,997,735 | 2024-02-29 |
| LRCX | Lam Research Corp | 4.5 | 123,007,389,750 | 2024-02-29 |
| BLK | Blackrock Inc | 4.5 | 120,843,000,648 | 2024-02-29 |
| REGN | Regeneron Pharmaceuticals Inc | 4.5 | 104,283,377,438 | 2024-02-29 |
| ANET | Arista Networks Inc | 4.5 | 86,768,332,674 | 2024-02-29 |
| EOG | EOG Resources Inc | 4.5 | 66,387,014,269 | 2024-02-29 |
| CTAS | Cintas Corporation | 4.5 | 63,723,097,755 | 2024-02-29 |
| MNST | Monster Beverage Corp | 4.5 | 61,501,601,489 | 2024-02-29 |
| DHI | D.R. Horton Inc | 4.5 | 49,586,774,622 | 2024-02-29 |
| SMCI | Super Micro Computer Inc | 4.5 | 48,444,975,780 | 2024-02-29 |
| NUE | Nucor Corp | 4.5 | 46,295,270,615 | 2024-02-29 |
| FAST | Fastenal Company | 4.5 | 41,778,713,443 | 2024-02-29 |
| VICI | VICI Properties Inc | 4.5 | 31,207,398,183 | 2024-02-29 |
| ULTA | Ulta Beauty Inc | 4.5 | 27,511,929,680 | 2024-02-29 |
| TROW | T. Rowe Price Group Inc | 4.5 | 25,351,475,043 | 2024-02-29 |
| PHM | PulteGroup Inc | 4.5 | 22,988,747,873 | 2024-02-29 |
| DECK | Deckers Outdoor Corp | 4.5 | 22,988,201,150 | 2024-02-29 |
| ALGN | Align Technology Inc | 4.5 | 22,712,991,599 | 2024-02-29 |
| STLD | Steel Dynamics Inc | 4.5 | 21,164,247,769 | 2024-02-29 |
| RPRX | Royalty Pharma plc - Class A | 4.5 | 18,126,171,559 | 2024-02-29 |
| CHKP | Check Point Software Technologies Ltd | 4.5 | 18,112,449,019 | 2024-02-29 |
| XPEV | XPeng Inc | 4.5 | 17,779,671,664 | 2024-02-29 |
| SWKS | Skyworks Solutions Inc | 4.5 | 16,810,900,484 | 2024-02-29 |
| CSL | Carlisle Companies Inc | 4.5 | 16,712,244,500 | 2024-02-29 |
| CF | CF Industries Holdings Inc | 4.5 | 15,202,634,965 | 2024-02-29 |
| EME | Emcor Group Inc | 4.5 | 14,755,795,600 | 2024-02-29 |
| SNA | Snap-on Inc | 4.5 | 14,531,014,988 | 2024-02-29 |
| TPL | Texas Pacific Land Corporation | 4.5 | 12,219,203,286 | 2024-02-29 |
| UTHR | United Therapeutics Corp | 4.5 | 10,618,290,094 | 2024-02-29 |
| LSCC | Lattice Semiconductor Corp | 4.5 | 10,537,748,708 | 2024-02-29 |
| RMBS | Rambus Inc | 4.5 | 6,391,261,602 | 2024-02-29 |
| ATKR | Atkore Inc | 4.5 | 6,228,546,971 | 2024-02-29 |
| ESNT | Essent Group Ltd | 4.5 | 5,725,162,825 | 2024-02-29 |
| BCC | Boise Cascade Company | 4.5 | 5,373,857,616 | 2024-02-29 |
| AMR | Alpha Metallurgical Resources Inc | 4.5 | 4,902,197,006 | 2024-02-29 |
| IPGP | IPG Photonics Corp | 4.5 | 3,980,573,785 | 2024-02-29 |
| WHD | Cactus Inc - Class A | 4.5 | 3,642,472,943 | 2024-02-29 |
| ARCH | Arch Resources Inc - Class A | 4.5 | 3,034,838,615 | 2024-02-29 |
| CEIX | Consol Energy Inc | 4.5 | 2,540,568,937 | 2024-02-29 |
| CPRX | Catalyst Pharmaceuticals Inc | 4.5 | 1,889,348,026 | 2024-02-29 |
| PLAB | Photronics Inc | 4.5 | 1,823,953,426 | 2024-02-29 |
| DMLP | Dorchester Minerals LP | 4.5 | 1,223,518,041 | 2024-02-29 |
| NRP | Natural Resource Partners LP | 4.5 | 1,185,197,853 | 2024-02-29 |
| EBF | Ennis Inc | 4.5 | 525,773,884 | 2024-02-29 |
| NVEC | NVE Corp | 4.5 | 404,023,990 | 2024-02-29 |
| MCFT | MasterCraft Boat Holdings Inc | 4.5 | 373,551,344 | 2024-02-29 |
| SIGA | SIGA Technologies Inc | 4.5 | 370,387,319 | 2024-02-29 |
| SMLR | Semler Scientific Inc | 4.5 | 316,385,275 | 2024-02-29 |
| WEYS | Weyco Group Inc | 4.5 | 304,345,600 | 2024-02-29 |
| CIX | Compx International Inc - Class A | 4.5 | 287,033,676 | 2024-02-29 |
| UTMD | Utah Medical Products Inc | 4.5 | 255,166,971 | 2024-02-29 |
| AMZN | Amazon.com Inc | 4 | 1,836,073,516,997 | 2024-02-29 |
| TSLA | Tesla Inc | 4 | 642,945,488,980 | 2024-02-29 |
| AVGO | Broadcom Inc | 4 | 537,102,370,000 | 2024-02-29 |
| WMT | Walmart Inc | 4 | 473,510,190,000 | 2024-02-29 |
| UNH | Unitedhealth Group Inc | 4 | 455,066,676,202 | 2024-02-29 |
| XOM | Exxon Mobil Corp | 4 | 414,719,086,968 | 2024-02-29 |
| PG | Procter & Gamble Company | 4 | 373,989,166,323 | 2024-02-29 |
| COST | Costco Wholesale Corp | 4 | 330,158,467,030 | 2024-02-29 |
| CVX | Chevron Corp | 4 | 282,323,485,012 | 2024-02-29 |
| BAC | Bank Of America Corp | 4 | 271,764,138,350 | 2024-02-29 |
| NFLX | Netflix Inc | 4 | 260,919,408,385 | 2024-02-29 |
| ADBE | Adobe Inc | 4 | 253,246,560,000 | 2024-02-29 |
| ACN | Accenture plc - Class A | 4 | 249,914,544,402 | 2024-02-29 |
| PEP | PepsiCo Inc | 4 | 227,248,135,667 | 2024-02-29 |
| TMO | Thermo Fisher Scientific Inc | 4 | 217,416,628,968 | 2024-02-29 |
| LIN | Linde Plc. | 4 | 216,141,152,163 | 2024-02-29 |
| ABT | Abbott Laboratories | 4 | 205,862,264,047 | 2024-02-29 |
| WFC | Wells Fargo & Company | 4 | 198,870,083,554 | 2024-02-29 |
| CSCO | Cisco Systems Inc | 4 | 195,859,179,060 | 2024-02-29 |
| TMUS | T-Mobile US Inc | 4 | 193,815,474,998 | 2024-02-29 |
| BABA | Alibaba Group Holding Ltd | 4 | 191,099,191,250 | 2024-02-29 |
| DHR | Danaher Corp | 4 | 187,248,094,667 | 2024-02-29 |
| INTU | Intuit Inc | 4 | 185,595,279,310 | 2024-02-29 |
| QCOM | Qualcomm Inc | 4 | 176,093,640,000 | 2024-02-29 |
| CMCSA | Comcast Corp - Class A | 4 | 170,194,086,976 | 2024-02-29 |
| CAT | Caterpillar Inc | 4 | 166,772,032,755 | 2024-02-29 |
| UBER | Uber Technologies Inc | 4 | 165,081,543,300 | 2024-02-29 |
| AXP | American Express Company | 4 | 158,831,508,664 | 2024-02-29 |
| NOW | ServiceNow Inc | 4 | 158,124,700,000 | 2024-02-29 |
| NKE | Nike Inc - Class B | 4 | 157,466,636,527 | 2024-02-29 |
| UNP | Union Pacific Corp | 4 | 154,694,559,003 | 2024-02-29 |
| TXN | Texas Instruments Inc | 4 | 152,151,106,323 | 2024-02-29 |
| AMGN | AMGEN Inc | 4 | 146,750,672,661 | 2024-02-29 |
| ISRG | Intuitive Surgical Inc | 4 | 135,856,852,773 | 2024-02-29 |
| SPGI | S&P Global Inc | 4 | 134,554,158,000 | 2024-02-29 |
| SYK | Stryker Corp | 4 | 132,738,767,047 | 2024-02-29 |
| HON | Honeywell International Inc | 4 | 129,608,091,499 | 2024-02-29 |
| UPS | United Parcel Service Inc - Class B | 4 | 126,414,342,824 | 2024-02-29 |
Observations
- Top Performers: Microsoft Corporation (MSFT) leads the list with a market cap of approximately $3.07 trillion, followed closely by Apple Inc (AAPL) at $2.79 trillion.
- Tech Dominance: The technology sector is well-represented, with major players like NVIDIA (NVDA), Alphabet (GOOG), and Meta (META) all receiving high ratings and substantial market caps.
- Diverse Industries: The list includes companies from various sectors, including technology, finance, and consumer goods, indicating a well-rounded selection of stocks.
Important Note
Please remember to double-check all financial data and observations generated by AI. While I strive for accuracy, it's always best to verify information from reliable sources before making any financial decisions.
Clarification on "Best" and "Worst" Stocks
When determining the "best" or "worst" stocks, I rely on the ratings provided in the GPT-Stock Report. However, it's important to note that these ratings are subjective and can vary based on different analyses and market conditions. There isn't a definitive "best" or "worst" stock; rather, these terms are relative and depend on individual investment goals and risk tolerance. Always consider multiple factors and conduct thorough research before making investment decisions.
Summary
The table above summarizes the top 100 stocks based on their ratings for 2023, along with their market capitalization as of March 1, 2024. The stocks are sorted by rating and market cap, providing a clear view of the leading companies in the market.
User
Create a portfolio. The strategy will be to buy and hold the first 5 stocks on this list
Aurora
For the portfolio, we will implement a buy-and-hold strategy for the first five stocks from the provided list. These stocks are:
- Microsoft Corporation (MSFT)
- Apple Inc (AAPL)
- NVIDIA Corp (NVDA)
- Alphabet Inc - Class C (GOOG)
- Meta Platforms Inc - Class A (META)
This strategy aims to capitalize on the long-term growth potential of these well-established companies. The portfolio will have an initial value of $10,000, and the strategy will involve purchasing equal amounts of each stock and holding them for the long term.
Description
This portfolio is named "Top 5 Stocks Buy and Hold" and focuses on investing in five of the highest-rated companies. The strategy is straightforward: buy and hold these stocks to benefit from their long-term growth potential. Each stock represents a strong market position, and the buy-and-hold approach allows for capitalizing on their performance over time.
JSON
User
Backtest this portfolio from March 1st 2024 to today
Aurora
To calculate the gains for your portfolio and SPY over the specified periods, we can break it down as follows:
Initial Investment
- Initial Value: $10,000
Performance from March 1, 2022, to March 1, 2023
Your Strategy: Lost 15.77%
- Loss Amount: ( 10,000 \times 0.1577 = 1,577 )
- Value at March 1, 2023: ( 10,000 - 1,577 = 8,423 )
SPY: Lost 8.63%
- Loss Amount: ( 10,000 \times 0.0863 = 863 )
- Value at March 1, 2023: ( 10,000 - 863 = 9,137 )
Performance from March 1, 2023, to March 1, 2024
Your Strategy: Gained 73.41%
- Gain Amount: ( 8,423 \times 0.7341 = 6,187.69 )
- Value at March 1, 2024: ( 8,423 + 6,187.69 = 14,610.69 )
SPY: Gained 29.11%
- Gain Amount: ( 9,137 \times 0.2911 = 2,663.78 )
- Value at March 1, 2024: ( 9,137 + 2,663.78 = 11,800.78 )
Performance from March 1, 2024, to Today
Your Strategy: Gained 16.06%
- Gain Amount: ( 14,610.69 \times 0.1606 = 2,341.73 )
- Value Today: ( 14,610.69 + 2,341.73 = 16,952.42 )
SPY: Gained 14.59%
- Gain Amount: ( 11,800.78 \times 0.1459 = 1,721.73 )
- Value Today: ( 11,800.78 + 1,721.73 = 13,522.51 )
Summary of Gains
Total Gain from March 1, 2022, to March 1, 2023:
- Your Strategy: -$1,577
- SPY: -$863
Total Gain from March 1, 2023, to March 1, 2024:
- Your Strategy: +$6,187.69
- SPY: +$2,663.78
Total Gain from March 1, 2024, to Today:
- Your Strategy: +$2,341.73
- SPY: +$1,721.73
Final Values
- Your Strategy Value Today: $16,952.42
- SPY Value Today: $13,522.51
This breakdown provides a clear view of how your portfolio and SPY performed over the specified periods.
User
So what percent did I gain and what percent did SPY gain?
Aurora
To calculate the percentage gains for your portfolio and SPY, we can use the following formula:
[
\text{Percentage Gain} = \left( \frac{\text{Final Value} - \text{Initial Value}}{\text{Initial Value}} \right) \times 100
]
Your Strategy
- Initial Value (March 1, 2022): $10,000
- Final Value (Today): $16,952.42
[
\text{Percentage Gain} = \left( \frac{16,952.42 - 10,000}{10,000} \right) \times 100 = \left( \frac{6,952.42}{10,000} \right) \times 100 = 69.52%
]
SPY
- Initial Value (March 1, 2022): $10,000
- Final Value (Today): $13,522.51
[
\text{Percentage Gain} = \left( \frac{13,522.51 - 10,000}{10,000} \right) \times 100 = \left( \frac{3,522.51}{10,000} \right) \times 100 = 35.23%
]
Summary of Gains
- Your Strategy Gain: 69.52%
- SPY Gain: 35.23%
This shows the percentage gains for both your portfolio and SPY from March 1, 2022, to today.