This weekly strategy selects up to 20 stocks from a fixed list of 116 US stocks. Stocks above their 200-day simple moving average qualify; qualifying held stocks receive priority. Each stock target uses 5% of portfolio value, with a 2% rebalance band.
Reconstructed 116-stock version. The original example selected from 125 US stocks. This executable version and its clones select from 116 stocks after removing ATVI, DISH, EA, FRC, JWN, MMC, UTX, WBA and XLNX because their stored price or corporate-action histories were incomplete. These exclusions were assessed retrospectively in September 2026 and introduce data-availability selection bias. This is a fixed historical universe, not a point-in-time universe or a complete backtest of all 125 original stocks.
Simulated monitoring
- Recorded period
- 2005-07-01 to 2026-10-02
- Currency
- USD
- Recorded status
- Completed
- Universe coverage
- Selected instruments
- Statistics scope
- Full recorded period
- Costs
- Cost breakdown unavailable in this summary. Review recorded assumptions below.
Read return alongside volatility and drawdown. Review the recorded period, costs and data coverage before comparing strategies. Missing assumptions are unavailable, never assumed to be zero.
How to interpret this result
Chart window controls change the visible history. Full-period statistics remain tied to their recorded period. Simulated allocations and order notifications require your review; they are not evidence of brokerage execution.
Methodology: Backtesting methodology and limitations.
Performance and strategy calculations use adjusted close, including split and dividend adjustments. Quantities are adjusted simulation units.
Statistics cover the full recorded period; chart zoom changes only the visible history.
How does it work?
This weekly strategy selects up to 20 stocks from a fixed list of 116 US stocks. Stocks above their 200-day simple moving average qualify; qualifying held stocks receive priority. Each stock target uses 5% of portfolio value, with a 2% rebalance band.
When fewer than 20 stocks qualify, the unused allocation remains in cash. This version does not apply the market-breadth cash overlay.
Performance and data limitations
Reconstructed 116-stock version. The original example selected from 125 US stocks. This executable version and its clones select from 116 stocks after removing ATVI, DISH, EA, FRC, JWN, MMC, UTX, WBA and XLNX because their stored price or corporate-action histories were incomplete. These exclusions were assessed retrospectively in September 2026 and introduce data-availability selection bias. This is a fixed historical universe, not a point-in-time universe or a complete backtest of all 125 original stocks.
The Performance and Statistics tabs show the current verified adjusted-price simulation in USD, with SPY as the benchmark. Both the historical calculation and live refresh have been checked for this 116-stock definition. The simulation retains TWTR and its evidenced cash exit on 28 October 2022. Historical performance does not establish future returns.
Simulated positions
The Positions tab shows dated, sampled simulated allocations, including cash. Quantities use adjusted simulation units. A sampled positions date can precede the final daily portfolio-value date shown in Performance.
