Shared portfolio
Control — Market-Cap Top 5
Explore Control — Market-Cap Top 5 on NexusTrade: portfolio performance, risk metrics, and the creator's strategy notes.
Buy the five largest US companies by market cap, 20% in each. Every two weeks, re-sort the list and reset all five back to 20%: trim whatever ran up, add to whatever drifted down, and swap out anything that fell out of the top five. One rule, no settings to tune. Backtested January 2020 to August 2026, with dividends counted on both sides and trading costs charged at 0.1% per order. Taxes are not modelled. Resetting five positions every two weeks in a taxable account generates short-term gains, so a tax-advantaged account suits it better. Worst drawdown was 44.9%, which is deeper than the index.
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