An equal-weight, quarterly-rebalanced basket of 10 large U.S. stocks inspired by disciplined leadership. Simple, risk-aware exposure to tech/consumer/finance leaders with built-in rebalancing and stop-loss protections.

What you get is a simple, equal-weight basket of 10 big U.S. stocks. Each stock gets 10% of the portfolio. Every three months, the owner re-touches the positions to restore the 10% allocation, selling or buying as needed. The plan mentions trailing stops to limit losses and quarterly reviews to adjust rules, which helps protect gains and reduce drawdowns. The idea behind the theme is that disciplined, resilient leadership (the “deadlift” mindset) might translate into steadier company performance, but the actual picks are broad market names rather than a follower of a specific leadership metric. In short: you own 10 well-known stocks, evenly split, and you refresh them every quarter while watching for big downside moves.

An equal-weight basket of 10 large U.S. stocks, rebalanced quarterly with trailing stops. A disciplined, risk-managed approach that aims for solid out-of-sample risk-adjusted returns (Sharpe ~0.61, Calmar ~0.50) versus the S&P 500.