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.

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](https://nexustrade.io/stock/BRK-A) | Berkshire Hathaway Inc - Class A | 5 | 715,742,305,665 | 2022-02-28 | | [AAPL](https://nexustrade.io/stock/AAPL) | Apple Inc | 4.5 | 2,755,461,631,720 | 2022-02-28 | | [MSFT](https://nexustrade.io/stock/MSFT) | Microsoft Corporation | 4.5 | 2,250,359,160,093 | 2022-02-28 | | [GOOG](https://nexustrade.io/stock/GOOG) | Alphabet Inc - Class C | 4.5 | 1,796,081,932,400 | 2022-02-28 | | [META](https://nexustrade.io/stock/META) | Meta Platforms Inc - Class A | 4.5 | 593,838,420,000 | 2022-02-28 | | [RIO](https://nexustrade.io/stock/RIO) | Rio Tinto plc | 4.5 | 512,373,032,000 | 2022-02-28 | | [TXN](https://nexustrade.io/stock/TXN) | Texas Instruments Inc | 4.5 | 156,900,770,000 | 2022-02-28 | | [SPGI](https://n…

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: 1. **Berkshire Hathaway Inc - Class A (BRK-A)** 2. **Apple Inc (AAPL)** 3. **Microsoft Corporation (MSFT)** 4. **Alphabet Inc - Class C (GOOG)** 5. **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](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/NTE…

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: 1. **Apple Inc (AAPL)** 2. **Microsoft Corporation (MSFT)** 3. **Alphabet Inc - Class C (GOOG)** 4. **Exxon Mobil Corp (XOM)** 5. **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](https://nexustrade.io/stock/MSFT) | Microsoft Corporation | 4.5 | 3,073,525,641,764 | 2024-02-29 | | [AAPL](https://nexustrade.io/stock/AAPL) | Apple Inc | 4.5 | 2,791,119,990,750 | 2024-02-29 | | [NVDA](https://nexustrade.io/stock/NVDA) | NVIDIA Corp | 4.5 | 1,977,750,000,000 | 2024-02-29 | | [GOOG](https://nexustrade.io/stock/GOOG) | Alphabet Inc - Class C | 4.5 | 1,758,572,180,000 | 2024-02-29 | | [META](https://nexustrade.io/stock/META) | Meta Platforms Inc - Class A | 4.5 | 1,249,539,924,604 | 2024-02-29 | | [BRK-A](https://nexustrade.io/stock/BRK-A) | Berkshire Hathaway Inc - Class A | 4.5 | 906,700,425,697 | 2024-02-29 | | [TSM](https://nexustrade.io/stock/TSM) | Taiwan Semiconductor Manufacturing | 4.5 | 667,256,886,000 | 2024-02-29 |…

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: 1. **Microsoft Corporation (MSFT)** 2. **Apple Inc (AAPL)** 3. **NVIDIA Corp (NVDA)** 4. **Alphabet Inc - Class C (GOOG)** 5. **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…

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 1. **Initial Value (March 1, 2022)**: $10,000 2. **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 1. **Initial Value (March 1, 2022)**: $10,000 2. **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.