Top Patent Approvals 2010-2017
Today’s Change (Oct 22, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
Owns an equal-sized basket of companies with the strongest long-term patent approval records, betting that persistent innovation leads to stronger businesses and stock returns.
This strategy buys a basket of companies that were consistently near the top in getting patents approved from 2010–2017. A patent is a legal protection for an invention, so the idea is to own businesses with lots of proven R&D output.
Every 3 months, it resets the portfolio so each stock has about the same weight. It mainly holds technology and industrial companies, with some healthcare and consumer names.
Patent-driven innovation: equal-weight global basket, quarterly rebalance. OOS return ~24.8% vs SPY ~22%; Calmar ~1.05, drawdown ~23.6% vs ~18.8%. Diversified, patent-led winners offer stronger long-run upside than the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.01 | 1.13 | 0.87 | 0.93 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 753.58% | 14.45% | -0.05% | 3.57% | 0.88 | |
| 1,062.55% | 16.7% | -2.81% | 2.24% | 0.86 |
Initial Investment
$10,000.00
Final Value
$116,254.96Regulatory Fees
$5.01
Total Slippage
$29.64
Invest in this strategy
OOS Start Date
Mar 24, 2023
Trading Setting
Quarterly
Type
Stocks
Category
Innovation, patents, equal-weight, quarterly rebalance, tech-heavy, large-cap, global equities
Tickers in this symphonyThis symphony trades 24 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
AMAT
Applied Materials Inc
Stocks
AVGO
Broadcom Inc. Common Stock
Stocks
BA
Boeing Company
Stocks
BKR
Baker Hughes Company
Stocks
GE
GE Aerospace
Stocks
HMC
Honda Motor Co., Ltd. American Depositary Share, each representing three (3) shares of Common Stock
Stocks
HON
Honeywell International, Inc.
Stocks
IBM
International Business Machines Corporation
Stocks
INTC
Intel Corp
Stocks