Top 100 Stocks by Market Cap in 2014 and a Quarterly Rebalancing Strategy

Analysis of the top 100 stocks by market capitalization as of December 31, 2014, and the creation of a quarterly rebalancing strategy for the top 10 stocks, backtested over the past 10 years.

Aurora: Hello. Would you like to perform some financial analysis? Maybe on Meta or Microsoft?

User: In 2014, what were the top 100 stocks by market cap

Aurora: Here's a summary of the top 100 stocks by market capitalization as of December 31, 2014. ### Top 100 Stocks by Market Cap on 2014-12-31 | Ticker | Market Cap (USD) | Price Date | | :----- | :----------------- | :----------- | | [AAPL](https://nexustrade.io/stock/AAPL) | 643,003,600,840 | 2014-12-31 | | [XOM](https://nexustrade.io/stock/XOM) | 388,382,450,000 | 2014-12-31 | | [MSFT](https://nexustrade.io/stock/MSFT) | 381,726,100,000 | 2014-12-31 | | [GOOG](https://nexustrade.io/stock/GOOG) | 358,042,540,800 | 2014-12-31 | | [JNJ](https://nexustrade.io/stock/JNJ) | 292,702,970,554 | 2014-12-31 | | [WFC](https://nexustrade.io/stock/WFC) | 284,385,574,158 | 2014-12-31 | | [WMT](https://nexustrade.io/stock/WMT) | 276,839,780,082 | 2014-12-31 | | [V](https://nexustrade.io/stock/V) | 256,759,350,000 | 2014-12-31 | | [GE](https://nexustrade.io/stock/GE) | 254,151,832,283 | 2014-12-31 | | [PG](https://nexustrade.io/stock/PG) | 245,989,444,423 | 2014-12-31 | | [JPM](https://nexustrade.io/stock/JPM) | 232,472,184,000 | 2014-12-31 | | [META](https://nexustrade.io/stock/META) | 218,221,940,000 | 2014-12-31 | | [CVX](https://nexustrade.io/stock/CVX) | 212,067,807,509 | 2014-12-31 | | [PFE](htt…

User: Create a strategy that rebalances the top 10 stocks by market cap every 3 months. Remember to include all 100 stocks

Aurora: **Description**: This portfolio implements a quarterly rebalancing strategy for the top 10 stocks by market capitalization from a list of the top 100 stocks by market cap as of December 31, 2014. The strategy will automatically rebalance the portfolio every three months (approximately 90 days) to maintain proportional allocation based on these companies' market capitalizations. This approach ensures that your investment remains concentrated in the largest companies, which often have greater stability and liquidity. The portfolio will check if at least 90 days have passed since the last order (buy or sell) for any of these stocks before executing the rebalance, ensuring a consistent quarterly schedule. With an initial value of $10,000, this strategy provides a disciplined approach to investing in market leaders while maintaining proportional exposure to their relative sizes. For transparency, the full list of stocks includes AAPL, XOM, MSFT, GOOG, JNJ, WFC, WMT, V, GE, PG, JPM, META, CVX, PFE, ORCL, VZ, BAC, KO, INTC, T, C, CP, CVS, MRK, DIS, IBM, AMZN, CSCO, GILD, PEP, HD, PM, CMCSA, QCOM, AMGN, VOD, SLB, UNP, RTX, MMM, ABBV, UPS, MA, BMY, MO, UNH, AXP, BA, DD, MCD, KMI, COP, GS,…

User: Backtest across the past 10 years