US Equity Index
$10,000 put in on 3 Oct 2023 would be worth $27,439 today. Left alone, the same basket would be at $27,581, with 49% of it in Nvidia instead of 25%.
- Left alone
- US Equity Index
- Rebalance
- Return
- +174.4% +175.8% left alone
- Deepest fall
- −35.2% −35.0% left alone
- Volatility, yearly
- 30.2% 31.3% left alone
- Rebalances
- 14 $42 in swap fees
Where the weights would be without rebalancing
- AAPL
- NVDA
- TSLA
- AMZN
Latest rebalances
| Date | What happened | Traded |
|---|---|---|
| 27 Jul 2026 | AAPL trimmed from 30.5% to 25.0% | 5.6% |
| 9 Apr 2026 | AMZN trimmed from 27.1% to 25.0% | 5.1% |
| 24 Sep 2025 | TSLA trimmed from 30.2% to 25.0% | 6.3% |
| 17 Jul 2025 | NVDA trimmed from 30.1% to 25.0% | 5.1% |
| 14 May 2025 | TSLA trimmed from 29.6% to 25.0% | 6.5% |
Backtest on daily closing prices of the underlying markets up to 7 Oct 2026, with a 0.30% swap fee on each rebalance. US10Y is tracked through the IEF fund and EURY through FXE. Past performance says nothing about future returns, and this is not investment advice.