Ten largest, equal weight
The ten biggest US companies, 10% each.
Return per year
+20.1%
vs S&P 500
+6.6 pts
Worst fall
−44.4%
Backtested, not traded
Dec 1, 2014 to Nov 11, 2026
Ten largest, equal weight+791.1%S&P 500 fund (SPY)+345.8%
Both lines start at 100. The scale is logarithmic, so the same percentage move is the same height anywhere on the chart.
Typical yearly swing
23.0%
Worst year
−41.0%
2022
Best year
+59.4%
2024
Mix traded a year
87%
sold and rebought
It beat the S&P 500 in nine of 11 full years.
Basket held now · 10 stocks
chosen at the close on Oct 30, 2026
What it holds now is part of Pro
The rules, the backtest and older rebalances are free. Today's basket and the latest changes to it come with Pro.
The trial asks for a card.What is in Pro
Year by year
Backtested
Rebalance history
last 18 of 144, backtested
- Nov 2, 2026Names on Pro4%
- Oct 1, 2026Names on Pro3%
- Sep 1, 2026Names on Pro4%
- Aug 3, 2026Names on Pro6%
- Jul 1, 2026Names on Pro14%
- Jun 1, 2026Names on Pro12%
- May 1, 2026No names changed. Weights reset.4%
- Apr 1, 2026No names changed. Weights reset.1%
- Mar 2, 2026No names changed. Weights reset.2%
- Feb 2, 2026In WMTOut LLY12%
- Jan 2, 2026No names changed. Weights reset.2%
- Dec 1, 2025In LLYOut WMT14%
- Nov 3, 2025No names changed. Weights reset.3%
- Oct 1, 2025No names changed. Weights reset.4%
- Sep 2, 2025No names changed. Weights reset.3%
- Aug 1, 2025No names changed. Weights reset.2%
- Jul 1, 2025No names changed. Weights reset.2%
- Jun 2, 2025In WMTOut LLY13%
Backtested, not traded. The stock list is today's list; company size in the past is estimated; costs are counted, taxes are not.
Research, not advice.