5.0 Alex's Blue-Chip Stock Allocator
Today’s Change (Oct 8, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A simple, rules‑based momentum portfolio: from 50 global blue‑chips, it buys the 16 best performers over the last year, equally weighted, and rebalances monthly. Built to ride winners; expect shifting sector tilts and concentrated risk.
Start with 50 giant, well‑known global companies. Each month, measure each stock’s total gain over roughly the last 12 months. Pick the 16 with the biggest gains and invest the same dollar amount in each (~6.25%). Rebalance monthly. Refresh the 50‑stock list 1–2× per year to stay current.
Out-of-sample momentum strategy on 50 global leaders delivers stronger, lower-risk upside vs the S&P 500: Sharpe ~9 vs ~4; OOS return ~173% vs ~43%; beta ~0.80; max drawdown ~1.15% vs ~1.41%; Calmar ~150.
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 | |
|---|---|---|---|---|---|
| 373.25% | 15.14% | 1.72% | 4.21% | 0.89 | |
| 1,699.59% | 29.98% | 3.39% | -1.65% | 1.22 |
Initial Investment
$10,000.00
Final Value
$179,958.73Regulatory Fees
$33.78
Total Slippage
$274.53
Invest in this strategy
OOS Start Date
Sep 17, 2026
Trading Setting
Monthly
Type
Stocks
Category
Global equities, momentum (12‑month), large‑cap blue chips, equal‑weight, concentrated (16 stocks), monthly rebalance, 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