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
A quarterly rebalanced stock basket that equally weights 25 companies with strong 2010–2017 patent approval records, aiming to invest in businesses with a history of innovation.
This strategy buys 25 companies that were consistently among the strongest in patent approvals from 2010–2017. In plain English, it is betting that firms with a long record of turning ideas into legally protected inventions may be strong innovators.
Each stock gets about the same weight, and every 3 months the portfolio is reset back to equal size.
A 25-stock equal-weight patent-driven portfolio. Out-of-sample results show ~17.1% annualized return vs ~14.3% for the S&P, with solid risk controls (Calmar ~0.58). Diversification offers growth, though drawdowns can be higher (~29%).
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
Feb 13, 2022
Trading Setting
Quarterly
Type
Stocks
Category
Patents, innovation, equal-weight, quarterly rebalance, large-cap stocks, technology, industrials
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