5.0 Alex's Blue-Chip Stock Allocator
Today’s Change (Aug 23, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
From 50 global blue chips, it buys the 16 with the strongest last‑12‑month gains and gives each an equal weight. Rebalanced monthly so it stays with current leaders. The 50‑stock list is lightly updated 1–2x per year to keep it current.
Start with a hand‑picked list of 50 big, global companies (a “ticker” is a stock’s code, like AAPL for Apple).
At each month‑end, look back about 1 year and rank them by gains.
Buy the top 16 and split money equally across them.
Next month, repeat. The 50‑stock list is refreshed 1–2x/yr.
Momentum sleeve: invest in 16 current leaders (global mega-caps), monthly rebalanced, equal-weighted. Seeks to capture leadership and diversify a core S&P 500. Note: out-of-sample results are negative so far; best used as a satellite, not core exposure.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.11 | 1.15 | 0.72 | 0.85 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 365.09% | 15.15% | 2.33% | 3.36% | 0.89 | |
| 1,649.72% | 30.04% | -4.1% | -3.5% | 1.22 |
Initial Investment
$10,000.00
Final Value
$174,972.40Regulatory Fees
$31.98
Total Slippage
$262.10
Invest in this strategy
OOS Start Date
Jul 20, 2026
Trading Setting
Monthly
Type
Stocks
Category
Equities,momentum,global large-cap,monthly rebalance,concentrated,rule-based
Tickers in this symphonyThis symphony trades 50 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
ABBV
ABBVIE INC.
Stocks
ADBE
Adobe Inc.
Stocks
AMAT
Applied Materials Inc
Stocks
AMD
Advanced Micro Devices
Stocks
AMZN
Amazon.Com Inc
Stocks
ASML
ASML Holding NV
Stocks
AVGO
Broadcom Inc. Common Stock
Stocks
BABA
Alibaba Group Holding Limited American Depositary Shares, each represents eight Ordinary Shares
Stocks
BRK/B
BERKSHIRE HATHAWAY Class B
Stocks