zoop's Portfolio
Today’s Change (Mar 17, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
An equal-weighted basket of 10 U.S. stock ETFs, blending growth/momentum with income-focused funds, held with no automatic rebalancing. Aims for broad exposure and steady income, with a tech-growth tilt.
- The plan uses 10 stock ETFs to build a single, diversified basket of U.S. stocks.
- It attempts to allocate roughly the same amount of money to each ETF (an equal-weight approach), so no single fund dominates the portfolio.
- Some ETFs focus on growth and momentum (e.g., SCHG, IWY, MGK, QQQ, SPMO, SPY), giving the portfolio a tilt toward faster-growing, tech-leaning areas of the market.
- The other ETFs (JEPI, JEPQ, GPIX, GPIQ) aim to generate income by using options-based strategies while still holding stock exposure, which can provide a steady yield but may cap upside in strong bull markets.
- Rebalancing is not automatic in this setup (rebalance = none). If a rebalancing decision were made, the target would be to keep weights within a 1% band, but currently no automatic rebalancing occurs.
- The result is a simple, transparent portfolio that seeks long-term growth with some income generation, while being exposed to a technology and growth tilt due to its ETF choices. These ETFs are all U.S.-focused and cover broad market exposure as well as specialized growth and income strategies.
Out-of-sample, this 10-ETF basket targets near-SPY growth with higher risk-adjusted returns: Sharpe ~2.27 and Calmar ~4.75, plus income from options-based ETFs. Diversified, simple to own, and less idiosyncratic than a pure tech bet.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| -0 | 1.05 | 0.96 | 0.98 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 67.29% | 24.21% | -1.77% | 0.2% | 1.46 | |
| 71.28% | 25.46% | -0.61% | -0.09% | 1.43 |
Initial Investment
$10,000.00
Final Value
$17,128.48Regulatory Fees
$0.06
Total Slippage
$1.19
Invest in this strategy
OOS Start Date
May 26, 2025
Trading Setting
Threshold 1%
Type
Stocks
Category
Equities, etf basket, growth & momentum tilt, income-generating etfs, equal-weighted, no automatic rebalancing
Tickers in this symphonyThis symphony trades 10 assets in total
Ticker
Type
GPIQ
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
Stocks
GPIX
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
Stocks
IWY
iShares Russell Top 200 Growth ETF
Stocks
JEPI
JPMorgan Equity Premium Income ETF
Stocks
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
Stocks
MGK
Vanguard Mega Cap Growth ETF
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
SCHG
Schwab U.S. Large-Cap Growth ETF
Stocks
SPMO
Invesco S&P 500 Momentum ETF
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks