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Top 100 Stocks by Market Cap and Filtered Rebalancing Strategies
Analysis of the top 100 stocks by market capitalization as of August 2025, followed by the creation of two distinct rebalancing strategies based on market cap, moving averages, and position gains.
User: What are the top 100 stocks by market cap?
Aurora: Of course. Here is a summary and analysis of the top 100 stocks by market capitalization as of August 15, 2025. ### Top 100 Stocks by Market Capitalization This table displays the 100 largest companies by market capitalization, based on the latest available trading data from Friday, August 15, 2025. | Ticker | Market Cap (USD) | Price Date | | :--- | :--- | :--- | | [NVDA](https://nexustrade.io/stock/NVDA) | $4,458,197,700,000 | 2025-08-15 | | [MSFT](https://nexustrade.io/stock/MSFT) | $3,880,988,370,000 | 2025-08-15 | | [AAPL](https://nexustrade.io/stock/AAPL) | $3,486,849,841,470 | 2025-08-15 | | [GOOG](https://nexustrade.io/stock/GOOG) | $2,518,548,810,000 | 2025-08-15 | | [GOOGL](https://nexustrade.io/stock/GOOGL) | $2,506,134,900,000 | 2025-08-15 | | [AMZN](https://nexustrade.io/stock/AMZN) | $2,493,506,790,000 | 2025-08-15 | | [META](https://nexustrade.io/stock/META) | $2,033,745,700,000 | 2025-08-15 | | [AVGO](https://nexustrade.io/stock/AVGO) | $1,481,460,240,000 | 2025-08-15 | | [TSM](https://nexustrade.io/stock/TSM) | $1,238,783,904,000 | 2025-08-15 | | [TSLA](https://nexustrade.io/stock/TSLA) | $1,163,901,760,000 | 2025-08-15 | | [BRK-A](https://nexustrade.io/stock/BRK-…
User: create this strategy. Every month, rebalance the new 100 stocks by market cap excluding BRK-A and GOOG. Filter to only include * stocks below the 200 day SMA OR * we have positions in our portfolio and the positions percent gain is less than 10% Limit 7. The only condition is every 30 days
Aurora: **Description**: This portfolio implements a monthly rebalancing strategy using the provided list of the top 100 stocks by market cap as of August 2025, with BRK-A and GOOG excluded. The portfolio starts with an initial value of $10,000. The strategy is designed to systematically invest in large-cap stocks that are either showing signs of being undervalued or are existing holdings that have not yet reached a significant gain. The rebalancing action is triggered every 30 days. At that time, the portfolio will be adjusted to hold equal-weighted positions in all stocks from the universe that meet at least one of the following two conditions: 1. The stock's current price is below its 200-day Simple Moving Average (`Price(asset) < SimpleMovingAverage(asset, 200)`). This rule targets fundamentally sound, large-cap companies that are currently in a price downturn, offering a potential value entry point. 2. The portfolio already holds a position in the stock, and its unrealized gain is less than 10% (`PositionValue(asset) > 0 AND PositionPercentChange(asset) < 10`). This condition serves as a "hold" signal, preventing the strategy from selling a recently acquired stock before it has had a…
User: create another strategy. Only include the top 25 stocks by market cap from this list. Every month, rebalance the stocks by market cap excluding BRK-A and GOOG. Filter to only include * stocks below the 200 day SMA OR * we have positions in our portfolio and the positions percent gain is less than 10% Limit 7. The only condition is every 30 days
Aurora: **Description**: This portfolio implements a monthly rebalancing strategy focused on the top 25 largest companies by market cap from the previously provided list, excluding BRK-A and GOOG. The portfolio starts with an initial value of $10,000 and aims to systematically invest in a concentrated selection of market leaders that are either in a price pullback or are existing holdings yet to realize significant gains. The rebalancing action occurs every 30 days. During each rebalance, the strategy first filters the 25-stock universe to identify all companies that meet one of two conditions: 1. The stock's current price is below its 200-day Simple Moving Average (`Price(asset) < SimpleMovingAverage(asset, 200)`), targeting potential value opportunities. 2. The portfolio already holds the stock, and its unrealized gain is less than 10% (`PositionValue(asset) > 0 AND PositionPercentChange(asset) < 10`), which prevents the premature sale of a position. From this filtered group, the strategy then selects the top 7 stocks with the highest market capitalization and rebalances the portfolio to hold these 7 stocks, weighted proportionally by their market cap. The full list of 25 stocks conside…