Funds
Model Balanced 30
As of Oct 26, 202630 holdingsNext rebalance Oct 30Benchmark SPYLargest sector 46.7%
30 picks · equal ranking · equal weight (3.33% each)
Paper returns from adjusted closes. The fund's record is after a trading cost of 10 basis points one way on each rebalance's turnover; the current holdings' returns are before it.
Since inception-5.9%
Vs SPY-4.2%
Holdings
| Ticker | Rank at pick | Weight | Since entry | 1M price | 3M price | YTD price |
|---|---|---|---|---|---|---|
| DINOOpen DINO on Seeking Alpha in a new tab. | #1 | 3.3% | 0.0% | +17.3% | +42.7% | +178.1% |
| VLOOpen VLO on Seeking Alpha in a new tab. | #2 | 3.3% | 0.0% | +10.2% | +41.6% | +166.0% |
| MUOpen MU on Seeking Alpha in a new tab. | #3 | 3.3% | 0.0% | -16.5% | -1.9% | +216.9% |
| MPCOpen MPC on Seeking Alpha in a new tab. | #4 | 3.3% | 0.0% | +19.6% | +52.6% | +192.8% |
| PSXOpen PSX on Seeking Alpha in a new tab. | #5 | 3.3% | 0.0% | +12.9% | +40.4% | +128.5% |
| SMCIOpen SMCI on Seeking Alpha in a new tab. | #6 | 3.3% | 0.0% | -24.4% | +8.6% | +11.7% |
| CNCOpen CNC on Seeking Alpha in a new tab. | #7 | 3.3% | 0.0% | +10.0% | +7.3% | +65.3% |
| SNDKOpen SNDK on Seeking Alpha in a new tab. | #8 | 3.3% | 0.0% | -29.4% | -12.6% | +428.9% |
| HPEOpen HPE on Seeking Alpha in a new tab. | #9 | 3.3% | 0.0% | -6.7% | +23.4% | +147.4% |
| BBYOpen BBY on Seeking Alpha in a new tab. | #10 | 3.3% | 0.0% | +8.2% | +15.9% | +52.1% |
| DELLOpen DELL on Seeking Alpha in a new tab. | #11 | 3.3% | 0.0% | -16.9% | +6.9% | +275.0% |
| ALABOpen ALAB on Seeking Alpha in a new tab. | #12 | 3.3% | 0.0% | -28.8% | -11.0% | +56.0% |
| PRUOpen PRU on Seeking Alpha in a new tab. | #13 | 3.3% | 0.0% | -3.1% | -2.4% | +6.6% |
| NBISOpen NBIS on Seeking Alpha in a new tab. | #14 | 3.3% | 0.0% | -35.4% | -18.4% | +83.1% |
| INTCOpen INTC on Seeking Alpha in a new tab. | #15 | 3.3% | 0.0% | -26.4% | -2.0% | +145.2% |
| PAAOpen PAA on Seeking Alpha in a new tab. | #16 | 3.3% | 0.0% | +10.0% | +11.0% | +58.2% |
| DLTROpen DLTR on Seeking Alpha in a new tab. | #17 | 3.3% | 0.0% | +9.5% | +3.7% | +1.6% |
| TWLOOpen TWLO on Seeking Alpha in a new tab. | #18 | 3.3% | 0.0% | -4.4% | +37.7% | +85.4% |
| ROKUOpen ROKU on Seeking Alpha in a new tab. | #19 | 3.3% | 0.0% | +3.0% | +10.7% | +44.9% |
| ARWOpen ARW on Seeking Alpha in a new tab. | #20 | 3.3% | 0.0% | -7.9% | +1.0% | +94.6% |
| HPQOpen HPQ on Seeking Alpha in a new tab. | #21 | 3.3% | 0.0% | +8.9% | +33.7% | +58.9% |
| BEOpen BE on Seeking Alpha in a new tab. | #22 | 3.3% | 0.0% | -29.4% | +10.3% | +134.7% |
| THCOpen THC on Seeking Alpha in a new tab. | #23 | 3.3% | 0.0% | +3.6% | +15.3% | +35.3% |
| ADMOpen ADM on Seeking Alpha in a new tab. | #24 | 3.3% | 0.0% | -2.6% | -7.5% | +40.3% |
| PLTROpen PLTR on Seeking Alpha in a new tab. | #25 | 3.3% | 0.0% | +4.8% | +61.8% | +11.9% |
| CRBGOpen CRBG on Seeking Alpha in a new tab. | #26 | 3.3% | 0.0% | -0.6% | +11.6% | +17.9% |
| NUEOpen NUE on Seeking Alpha in a new tab. | #27 | 3.3% | 0.0% | +4.3% | +4.2% | +59.1% |
| POpen P on Seeking Alpha in a new tab. | #28 | 3.3% | 0.0% | +4.2% | +76.1% | +96.0% |
| NTAPOpen NTAP on Seeking Alpha in a new tab. | #29 | 3.3% | 0.0% | +10.7% | +32.7% | +110.6% |
| RSOpen RS on Seeking Alpha in a new tab. | #30 | 3.3% | 0.0% | +8.9% | +3.7% | +47.6% |
Performance
SPY-1.7%Fund vs SPY -4.2%
QQQ-5.2%Fund vs QQQ -0.7%
Risk and sectors9 sectors
Largest holding3.3%
Top 5 holdings16.7%
Largest sector46.7%
Priced holdings30/30