5.0 Alex's Blue-Chip Stock Allocator
Today’s Change (Oct 22, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A simple momentum stock strategy: every month it buys the 16 strongest performers from a handpicked list of 50 global blue-chip companies, with equal money in each.
Each month, the strategy looks at 50 major global companies and asks: which 16 have gone up the most over the past year?
It buys those 16 and gives each the same size. A month later, it checks again and replaces weaker names with stronger recent performers. In simple terms: it keeps rotating into the market’s recent winners.
Out-of-sample edge: ~20.34% annualized return vs S&P ~12.13%, Sharpe ~1.61 vs ~1.26. Global blue-chip momentum—monthly, equal-weight 16 of 50—reduces mega-cap bias. Not an ETF; a stock picker targeting stronger risk-adjusted growth.
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 | |
|---|---|---|---|---|---|
| 370.74% | 15.03% | -0.05% | 3.57% | 0.88 | |
| 1,639.6% | 29.46% | -0.87% | -4.66% | 1.21 |
Initial Investment
$10,000.00
Final Value
$173,959.99Regulatory 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, large-cap stocks, momentum, monthly rebalance, equal-weight, top-n selection
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