An equal-weight portfolio of Apple, Microsoft, Google, Amazon, and Tesla (20% each). It only rebalances when a holding moves outside a ~15–25% band around its target. Simple, low-maintenance, but very concentrated in U.S. mega-cap tech/growth.

It splits your money evenly across five stocks—Apple, Microsoft, Google (Alphabet), Amazon, and Tesla (20% each). It stays put most of the time. Only when a stock drifts far from its 20% target—below ~15% or above ~25%—does it trade: trim what’s too big and add to what’s too small to get back near 20%.

Out-of-sample, this 5-name mega-cap tech strategy delivers superior risk-adjusted gains vs the S&P: oos Sharpe ~1.54 vs ~1.09, oos annualized return ~55% vs ~24%, Calmar ~3.0. Threshold rebalancing lowers churn and captures alpha.