Tech & AI Index
$10,000 put in on 3 Oct 2023 would be worth $39,860 today. Left alone, the same basket would be at $40,598, with 40% of it in AMD instead of 25%.
- Left alone
- Tech & AI Index
- Rebalance
- Return
- +298.6% +306.0% left alone
- Deepest fall
- −34.5% −33.5% left alone
- Volatility, yearly
- 30.7% 33.6% left alone
- Rebalances
- 14 $53 in swap fees
Where the weights would be without rebalancing
- NVDA
- AMD
- MSFT
- GOOGL
Latest rebalances
| Date | What happened | Traded |
|---|---|---|
| 30 Jul 2026 | MSFT trimmed from 30.8% to 25.0% | 5.8% |
| 25 Jun 2026 | AMD trimmed from 30.1% to 25.0% | 5.1% |
| 22 May 2026 | AMD trimmed from 30.0% to 25.0% | 5.0% |
| 24 Apr 2026 | AMD trimmed from 30.8% to 25.0% | 5.8% |
| 8 Apr 2026 | AMD trimmed from 28.4% to 25.0% | 5.2% |
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.