Recommended Portfolio for 2026

Generated using 2025 data available in December 2025

NVDA - Nvidia
CTRA - Coterra
APA - APA Corporation
HWM - Howmet Aerospace
MU - Micron Technology
FANG - Diamondback Energy
EQT - EQT Corporation
AMD - Advanced Micro Devices
LYV - Live Nation Entertainment
NFLX - Netflix
ANET - Arista Networks
BKNG - Booking Holdings
FCX - Freeport-McMoRan
UBER - Uber
KKR - KKR & Co.
OKE - Oneok
PANW - Palo Alto Networks
NOW - ServiceNow
INTU - Intuit
AXP - American Express

Performance Analysis

Rule 1 Parameters - 5yr

Rule 2 Parameters 2yr

Portfolio Filters

Weight Adjustments

Recent Price Filter


Enter minus values betwen -1 and 0
If checked it will override filters !!!
My 1 USD in here : nan USD
Compound Return : nan %
Annualized Return : nan %
My 1 USD in SP500 : 15.6051 USD
SP500 Comp Return : 1460.5143 %
Annualized Return : 14.7264 %
Outperformance: nan %

Performance Summary

Strategy vs SP500

nan%
Cumulative Outperformance

Strategy CAGR

nan%
Compound Annual Growth

SP500 CAGR

1460.51%
Benchmark Growth

Final Value

$nan
From $1 Investment

Annualized Return

nan %
vs SP500
14.73 %

Win RateVolatility

50.0%

Volatility

nan%

Max Drawdown

42.9%

Sharpe Ratio

0.00
Risk-Adjusted Return

Sortino Ratio

nan
Downside Risk Adjusted

Calmar Ratio

nan
Return vs Max DD

Max Drawdown

42.9%
Worst Decline

Yearly Analysis
Show Return Prices (For Debug)
Show Filtered Candidates Details(For Debug)

1990

Strategy: 0.00% SP500: 0.00% Out: 0.00%

1991

Strategy: 0.00% SP500: 0.00% Out: 0.00%

1992

Strategy: 0.00% SP500: 0.00% Out: 0.00%

1993

Strategy: 0.00% SP500: 6.03% Out: -6.03%

1994

Strategy: 0.00% SP500: -2.21% Out: 2.21%

1995

Strategy: 0.00% SP500: 34.94% Out: -34.94%

1996

Strategy: 0.00% SP500: 20.10% Out: -20.10%

1997

Strategy: 0.00% SP500: 31.45% Out: -31.45%

1998

Strategy: 0.00% SP500: 27.05% Out: -27.05%

1999

Strategy: 0.00% SP500: 19.11% Out: -19.11%

2000

Strategy: 0.00% SP500: -10.68% Out: 10.68%

2001

Strategy: 0.00% SP500: -12.87% Out: 12.87%

2002

Strategy: 0.00% SP500: -22.81% Out: 22.81%

2003

Strategy: 0.00% SP500: 26.12% Out: -26.12%

2004

Strategy: 0.00% SP500: 8.62% Out: -8.62%

2005

Strategy: 7.49% SP500: 3.01% Out: 4.48%

2006

Strategy: 9.26% SP500: 13.74% Out: -4.48%

2007

Strategy: 17.78% SP500: 3.24% Out: 14.54%

2008

Strategy: -42.88% SP500: -38.28% Out: -4.60%

2009

Strategy: 72.33% SP500: 23.49% Out: 48.84%

2010

Strategy: 30.53% SP500: 12.84% Out: 17.69%

2011

Strategy: 3.64% SP500: -0.20% Out: 3.83%

2012

Strategy: 22.95% SP500: 13.47% Out: 9.47%

2013

Strategy: 42.99% SP500: 29.69% Out: 13.30%

2014

Strategy: 11.97% SP500: 11.29% Out: 0.68%

2015

Strategy: -3.58% SP500: -0.81% Out: -2.76%

2016

Strategy: 8.98% SP500: 9.64% Out: -0.66%

2017

Strategy: 26.52% SP500: 19.38% Out: 7.14%

2018

Strategy: -9.05% SP500: -6.35% Out: -2.70%

2019

Strategy: 37.53% SP500: 28.79% Out: 8.74%

2020

Strategy: 29.17% SP500: 16.16% Out: 13.01%

2021

Strategy: 43.37% SP500: 27.04% Out: 16.34%

2022

Strategy: -18.84% SP500: -19.48% Out: 0.64%

2023

Strategy: 54.45% SP500: 24.29% Out: 30.17%

2024

Strategy: 15.42% SP500: 23.30% Out: -7.88%

2025

Strategy: 4.72% SP500: 17.00% Out: -12.28%

2026

Strategy: 0.00% SP500: 0.00% Out: 0.00%