Portfolio · as of
Our portfolio against the S&P 500.
A model portfolio run on the research, published in percent. Since 5 October 2026 it is −2.4% against the S&P 500's +0.5%.
Portfolio
−2.4%
since 5 October 2026
S&P 500
+0.5%
same days, dividends included
Difference
−2.8 pp
percentage points
Closed trades
3
0 gained, 3 lost
The portfolio against the S&P 500
Both start at 100 on the portfolio's first day and move with every daily close.
Show the daily figures
| Session | Portfolio | S&P 500 |
|---|---|---|
| 97.6 | 100.5 | |
| 97.4 | 99.9 | |
| 100.0 | 100.3 | |
| 99.7 | 100.5 | |
| 100.0 | 100.0 |
What it holds
Every stock in the portfolio, with the day it entered and its return since, best first. Each is held as one of three kinds: a growth inflection — a company whose revenue growth, in the report it filed with the SEC, passed 25% and was faster than the quarter before, while its shares traded near their high; a momentum leader — one of the ten strongest twelve-month trends among the thirty most-traded US stocks; or a company Claude chose on its own research.
| Stock | Held as | Since | Return |
|---|---|---|---|
| DELL Dell Technologies Inc. Momentum leader | Momentum leader | +6.1% | |
| LLY Eli Lilly and Company Chosen by Claude | Chosen by Claude | +2.1% | |
| MRVL Marvell Technology, Inc. Momentum leader | Momentum leader | +1.5% | |
| GOOGL Alphabet Inc. Chosen by Claude | Chosen by Claude | +1.3% | |
| LITE Lumentum Holdings Inc. Momentum leader | Momentum leader | +1.1% | |
| ANET Arista Networks, Inc. Chosen by Claude | Chosen by Claude | +0.1% | |
| MS Morgan Stanley Chosen by Claude | Chosen by Claude | −0.1% | |
| SNX TD SYNNEX Corporation Growth inflection | Growth inflection | −0.8% | |
| MU Micron Technology, Inc. Momentum leader | Momentum leader | −3.3% | |
| AMD Advanced Micro Devices, Inc. Momentum leader | Momentum leader | −3.7% | |
| NVDA NVIDIA Corporation Chosen by Claude | Chosen by Claude | −3.9% | |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. Chosen by Claude | Chosen by Claude | −6.3% | |
| SNDK Sandisk Corporation Momentum leader | Momentum leader | −7.2% | |
| STX Seagate Technology Holdings PLC Momentum leader | Momentum leader | −11.7% |
Closed trades
Every stock the portfolio has sold, with its result from entry to sale. Most recent first.
Common questions
- What is a model portfolio?
- A portfolio run at real market prices: Claude decides each trade, code places the orders under fixed limits, and the same research published on this site informs every decision. Every buy and sell is recorded as it happens, and the results are published in percent.
- Why only percentages?
- Returns in percent are comparable with the S&P 500 and with each other. Share counts, dollar amounts and position sizes are not published.
- How is it compared with the S&P 500?
- Both the portfolio and the S&P 500 (SPY, dividends included) are set to 100 on the portfolio's first day and move with each daily close, so the two lines can be read against each other directly.
- How does the portfolio relate to the scoreboard?
- The scoreboard grades every medium-or-higher conviction pick against the S&P 500, whether or not the portfolio bought it. The portfolio is a separate test: Claude decides what it holds, and its results are shown here.
- What decides what the portfolio buys and sells?
- Claude does. Each trading morning it reviews every holding and every proposal from two fixed rules, with the research, filings and news, then accepts, resizes or rejects each proposal and adds companies of its own. Code places the orders under fixed limits: no borrowing, no short sales, no new money into a stock that is already a quarter of the portfolio, and no stock sold on the day it was bought. The rules it reviews: about a fifth of the rules' portfolio holds every US company whose latest quarterly report shows revenue up at least 25% on the year and growing faster than the quarter before, while its shares trade within 15% of their 52-week high with six-month strength in the top fifth of the market. The rule buys each the next trading day at an equal share and sells it six months later unless a new report renews it. The rest holds the ten strongest twelve-month trends among the thirty most-traded US stocks, re-chosen at the end of each month. There are no stop-losses and no index funds.