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S&P500 Allocation (Price Change1M > 5%)
Principal: $100K
Adjusted Balance 1Y: $154489
Balance S&P 500 1Y: $132506
Comparison Adj/S&P 500 Ratio: 1.166
Sector: Communication Services, Weight: 9.02%
Sector: Utilities, Weight: 2.20%
Sector: Consumer Staples, Weight: 6.02%
Sector: Energy, Weight: 3.81%
Sector: Technology, Weight: 30.35%
Sector: Real Estate, Weight: 2.36%
Sector: Financials, Weight: 12.52%
Sector: Materials, Weight: 2.06%
Sector: Healthcare, Weight: 12.58%
Sector: Industrials, Weight: 8.15%
Sector: Consumer Discretionary, Weight: 10.48%

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105 stocks in this view

Symbol Adjusted Weight [↑↓] Name Sector Price 1M [↑↓] Price 1Y [↑↓] Action S&P 500 Weight Start Adj.Balance1Y Adj.Profit1Y Start S&P 500 Balance1Y S&P 500 Profit1Y
GLW 0.1% Corning Incorporated Technology 6.56% -6.13% KEEP 0.06% $100 $94 -$6 $60 $56 -$4
CEG 1.65% Constellation Energy Corporation Utilities 5.86% 42.92% KEEP 0.09% $1650 $2358 $708 $90 $129 $39
AAL 0.1% American Airlines Group Inc. Industrials 5.88% -11.83% KEEP 0.02% $100 $88 -$12 $20 $18 -$2
RCL 0.67% Royal Caribbean Cruises Ltd. Consumer Discretionary 6.13% 96.34% KEEP 0.07% $670 $1315 $645 $70 $137 $67
C 0.61% Citigroup Inc. Financials 6.6% 8.27% KEEP 0.26% $610 $660 $50 $260 $282 $22
BK 0.23% The Bank of New York Mellon Corporation Financials 6.99% 12.6% KEEP 0.1% $230 $259 $29 $100 $113 $13
J 0.21% Jacobs Engineering Group Inc. Industrials 5.31% 9.08% KEEP 0.04% $210 $229 $19 $40 $44 $4
FICO 0.11% Fair Isaac Corporation Technology 5.98% 80.02% KEEP 0.07% $110 $198 $88 $70 $126 $56
V 2.48% Visa Inc. Financials 5.56% 18.7% KEEP 1.06% $2480 $2944 $464 $1060 $1258 $198
VLO 1.06% Valero Energy Corporation Energy 6.31% -0.81% KEEP 0.12% $1060 $1051 -$9 $120 $119 -$1
LRCX 0.43% Lam Research Corporation Technology 10.13% 65.0% KEEP 0.27% $430 $710 $280 $270 $446 $176
CB 0.56% Chubb Limited Financials 7.76% 7.7% KEEP 0.24% $560 $603 $43 $240 $258 $18
NVDA 5.99% NVIDIA Corporation Technology 27.73% 214.93% KEEP 3.74% $5990 $18864 $12874 $3740 $11778 $8038
MTCH 0.04% Match Group Inc. Communication Services 5.99% -28.7% KEEP 0.02% $40 $29 -$11 $20 $14 -$6
DIS 0.95% The Walt Disney Company Communication Services 5.89% -11.47% KEEP 0.43% $950 $841 -$109 $430 $381 -$49
FAST 0.52% Fastenal Company Industrials 7.36% 34.98% KEEP 0.1% $520 $702 $182 $100 $135 $35
CHD 0.2% Church & Dwight Co. Inc. Consumer Staples 5.58% 23.49% KEEP 0.06% $200 $247 $47 $60 $74 $14
GPN 0.46% Global Payments Inc. Industrials 6.08% 19.68% KEEP 0.09% $460 $551 $91 $90 $108 $18
ADP 1.24% Automatic Data Processing Inc. Industrials 5.47% 9.02% KEEP 0.24% $1240 $1352 $112 $240 $262 $22
ACGL 0.16% Arch Capital Group Ltd. Financials 9.11% 28.1% KEEP 0.07% $160 $205 $45 $70 $90 $20
EG 0.09% Everest Group Ltd. Financials 6.43% 10.07% KEEP 0.04% $90 $99 $9 $40 $44 $4
MSCI 0.26% MSCI Inc. Financials 7.55% 12.46% KEEP 0.11% $260 $292 $32 $110 $124 $14
FOX 0.02% Fox Corporation Communication Services 6.65% -5.33% KEEP 0.01% $20 $19 -$1 $10 $9 -$1
FI 0.34% Fiserv Inc. Technology 6.94% 33.4% KEEP 0.21% $340 $454 $114 $210 $280 $70
WRB 0.09% W. R. Berkley Corporation Financials 13.81% 17.07% KEEP 0.04% $90 $105 $15 $40 $47 $7
DLR 2.36% Digital Realty Trust Inc. Real Estate 5.2% 24.11% KEEP 0.11% $2360 $2929 $569 $110 $137 $27
MSFT 11.73% Microsoft Corporation Technology 7.2% 60.44% KEEP 7.32% $11730 $18820 $7090 $7320 $11744 $4424
GE 1.81% General Electric Company Industrials 5.14% 64.54% KEEP 0.35% $1810 $2978 $1168 $350 $576 $226
GM 1.25% General Motors Company Consumer Discretionary 7.63% -1.32% KEEP 0.13% $1250 $1234 -$16 $130 $128 -$2
WST 0.2% West Pharmaceutical Services Inc. Healthcare 8.21% 42.06% KEEP 0.07% $200 $284 $84 $70 $99 $29
ISRG 0.92% Intuitive Surgical Inc. Healthcare 14.27% 53.94% KEEP 0.32% $920 $1416 $496 $320 $493 $173
CMG 1.54% Chipotle Mexican Grill Inc. Consumer Discretionary 7.31% 46.31% KEEP 0.16% $1540 $2253 $713 $160 $234 $74
IT 0.14% Gartner Inc. Technology 6.47% 39.71% KEEP 0.09% $140 $196 $56 $90 $126 $36
PGR 0.58% The Progressive Corporation Financials 10.49% 30.98% KEEP 0.25% $580 $760 $180 $250 $327 $77
MAR 1.35% Marriott International Inc. Consumer Discretionary 8.06% 37.63% KEEP 0.14% $1350 $1858 $508 $140 $193 $53
AMAT 0.54% Applied Materials Inc. Technology 6.43% 47.37% KEEP 0.34% $540 $796 $256 $340 $501 $161
FTV 0.1% Fortive Corporation Technology 8.39% 15.14% KEEP 0.06% $100 $115 $15 $60 $69 $9
URI 0.52% United Rentals Inc. Industrials 10.28% 41.83% KEEP 0.1% $520 $738 $218 $100 $142 $42
DPZ 0.38% Domino's Pizza Inc. Consumer Discretionary 5.23% 24.75% KEEP 0.04% $380 $474 $94 $40 $50 $10
FOXA 0.04% Fox Corporation Communication Services 7.97% -3.8% KEEP 0.02% $40 $38 -$2 $20 $19 -$1
VTRS 0.09% Viatris Inc. Healthcare 5.4% -1.27% KEEP 0.03% $90 $89 -$1 $30 $30 -$0
NFLX 1.3% Netflix Inc. Communication Services 20.41% 59.42% KEEP 0.59% $1300 $2072 $772 $590 $941 $351
KLAC 0.3% KLA Corporation Technology 6.0% 51.35% KEEP 0.19% $300 $454 $154 $190 $288 $98
GWW 0.52% W.W. Grainger Inc. Industrials 10.13% 51.94% KEEP 0.1% $520 $790 $270 $100 $152 $52
COR 0.26% Cencora Healthcare 11.58% 37.71% KEEP 0.09% $260 $358 $98 $90 $124 $34
RMD 0.2% ResMed Inc. Healthcare 11.12% -16.42% KEEP 0.07% $200 $167 -$33 $70 $59 -$11
MCK 0.46% McKesson Corporation Healthcare 5.83% 32.31% KEEP 0.16% $460 $609 $149 $160 $212 $52
ALL 0.23% The Allstate Corporation Financials 8.82% 22.26% KEEP 0.1% $230 $281 $51 $100 $122 $22
ANET 0.26% Arista Networks Inc. Technology 11.71% 105.27% KEEP 0.16% $260 $534 $274 $160 $328 $168
ABNB 1.54% Airbnb Inc. Consumer Discretionary 7.18% 29.73% KEEP 0.16% $1540 $1998 $458 $160 $208 $48
MA 2.08% Mastercard Incorporated Financials 6.48% 21.22% KEEP 0.89% $2080 $2521 $441 $890 $1079 $189
AMD 1.07% Advanced Micro Devices Inc. Technology 21.01% 123.14% KEEP 0.67% $1070 $2388 $1318 $670 $1495 $825
TRV 0.28% The Travelers Companies Inc. Financials 10.42% 10.59% KEEP 0.12% $280 $310 $30 $120 $133 $13
MDT 0.8% Medtronic plc Healthcare 5.96% 4.89% KEEP 0.28% $800 $839 $39 $280 $294 $14
ADSK 0.21% Autodesk Inc. Technology 8.82% 18.41% KEEP 0.13% $210 $249 $39 $130 $154 $24
CTLT 0.06% Catalent Inc. Healthcare 14.63% -3.57% KEEP 0.02% $60 $58 -$2 $20 $19 -$1
ORCL 0.71% Oracle Corporation Technology 7.34% 26.27% KEEP 0.44% $710 $897 $187 $440 $556 $116
SNPS 0.32% Synopsys Inc. Technology 6.83% 50.69% KEEP 0.2% $320 $482 $162 $200 $301 $101
CRM 1.07% Salesforce Inc. Technology 9.75% 67.35% KEEP 0.67% $1070 $1791 $721 $670 $1121 $451
AKAM 0.08% Akamai Technologies Inc. Technology 5.82% 39.05% KEEP 0.05% $80 $111 $31 $50 $70 $20
PG 2.98% The Procter & Gamble Company Consumer Staples 5.65% 10.37% KEEP 0.89% $2980 $3289 $309 $890 $982 $92
CDNS 0.3% Cadence Design Systems Inc. Technology 9.72% 57.78% KEEP 0.19% $300 $473 $173 $190 $300 $110
BRO 0.09% Brown & Brown Inc. Financials 9.63% 32.45% KEEP 0.04% $90 $119 $29 $40 $53 $13
AMGN 1.17% Amgen Inc. Healthcare 5.67% 24.51% KEEP 0.41% $1170 $1457 $287 $410 $510 $100
STX 0.06% Seagate Technology Holdings plc Technology 5.21% 28.36% KEEP 0.04% $60 $77 $17 $40 $51 $11
META 4.72% Meta Platforms Inc. Communication Services 12.66% 161.89% KEEP 2.14% $4720 $12361 $7641 $2140 $5604 $3464
BSX 0.63% Boston Scientific Corporation Healthcare 9.37% 36.78% KEEP 0.22% $630 $862 $232 $220 $301 $81
BLDR 0.26% Builders FirstSource Inc. Industrials 5.33% 118.57% KEEP 0.05% $260 $568 $308 $50 $109 $59
TXT 0.21% Textron Inc. Industrials 5.35% 16.31% KEEP 0.04% $210 $244 $34 $40 $47 $7
IBM 0.66% International Business Machines Corporation Technology 13.72% 36.32% KEEP 0.41% $660 $900 $240 $410 $559 $149
RTX 1.6% RTX Corp Industrials 6.92% -8.74% KEEP 0.31% $1600 $1460 -$140 $310 $283 -$27
JNPR 0.05% Juniper Networks Inc. Technology 25.97% 14.43% KEEP 0.03% $50 $57 $7 $30 $34 $4
TYL 0.06% Tyler Technologies Inc. Technology 5.85% 36.15% KEEP 0.04% $60 $82 $22 $40 $54 $14
VRTX 0.8% Vertex Pharmaceuticals Incorporated Healthcare 5.47% 34.13% KEEP 0.28% $800 $1073 $273 $280 $376 $96
ORLY 1.44% O'Reilly Automotive Inc. Consumer Discretionary 8.26% 29.12% KEEP 0.15% $1440 $1859 $419 $150 $194 $44
SYK 0.75% Stryker Corporation Healthcare 13.25% 32.18% KEEP 0.26% $750 $991 $241 $260 $344 $84
HCA 0.4% HCA Healthcare Inc. Healthcare 10.74% 19.54% KEEP 0.14% $400 $478 $78 $140 $167 $27
SYY 0.33% Sysco Corporation Consumer Staples 8.75% 4.48% KEEP 0.1% $330 $345 $15 $100 $104 $4
PSX 1.33% Phillips 66 Energy 7.46% 43.92% KEEP 0.15% $1330 $1914 $584 $150 $216 $66
NOW 0.62% ServiceNow Inc. Technology 11.33% 68.17% KEEP 0.39% $620 $1043 $423 $390 $656 $266
PTC 0.08% PTC Inc. Technology 7.97% 34.99% KEEP 0.05% $80 $108 $28 $50 $67 $17
VZ 0.95% Verizon Communications Inc. Communication Services 8.93% 1.88% KEEP 0.43% $950 $968 $18 $430 $438 $8
BRK.B 3.97% Berkshire Hathaway Inc. Financials 5.87% 23.18% KEEP 1.7% $3970 $4890 $920 $1700 $2094 $394
LLY 3.55% Eli Lilly and Company Healthcare 9.02% 87.6% KEEP 1.24% $3550 $6660 $3110 $1240 $2326 $1086
CMCSA 0.99% Comcast Corporation Communication Services 6.57% 18.27% KEEP 0.45% $990 $1171 $181 $450 $532 $82
AXP 0.65% American Express Company Financials 6.6% 14.75% KEEP 0.28% $650 $746 $96 $280 $321 $41
MPC 1.42% Marathon Petroleum Corporation Energy 8.69% 28.85% KEEP 0.16% $1420 $1830 $410 $160 $206 $46
NRG 0.55% NRG Energy Inc. Utilities 5.42% 61.04% KEEP 0.03% $550 $886 $336 $30 $48 $18
WDC 0.06% Western Digital Corporation Technology 12.56% 30.26% KEEP 0.04% $60 $78 $18 $40 $52 $12
GEN 0.05% Gen Digital Inc. Technology 5.18% 5.64% KEEP 0.03% $50 $53 $3 $30 $32 $2
FTNT 0.16% Fortinet Inc. Technology 11.61% 23.21% KEEP 0.1% $160 $197 $37 $100 $123 $23
AZO 1.15% AutoZone Inc. Consumer Discretionary 7.54% 13.26% KEEP 0.12% $1150 $1302 $152 $120 $136 $16
MRK 2.12% Merck & Co. Inc. Healthcare 6.66% 12.45% KEEP 0.74% $2120 $2384 $264 $740 $832 $92
QCOM 0.62% QUALCOMM Incorporated Technology 5.91% 11.49% KEEP 0.39% $620 $691 $71 $390 $435 $45
PANW 0.42% Palo Alto Networks Inc. Technology 17.16% 113.38% KEEP 0.26% $420 $896 $476 $260 $555 $295
NUE 2.06% Nucor Corporation Materials 6.56% 10.6% KEEP 0.11% $2060 $2278 $218 $110 $122 $12
HIG 0.14% The Hartford Financial Services Group Inc. Financials 6.83% 12.05% KEEP 0.06% $140 $157 $17 $60 $67 $7
CAH 0.17% Cardinal Health Inc. Healthcare 6.4% 41.35% KEEP 0.06% $170 $240 $70 $60 $85 $25
ADBE 1.11% Adobe Inc. Technology 6.5% 66.81% KEEP 0.69% $1110 $1852 $742 $690 $1151 $461
AVGO 2.05% Broadcom Inc. Technology 8.72% 101.71% KEEP 1.28% $2050 $4135 $2085 $1280 $2582 $1302
HLT 1.15% Hilton Worldwide Holdings Inc. Consumer Discretionary 7.41% 33.3% KEEP 0.12% $1150 $1533 $383 $120 $160 $40
COST 2.51% Costco Wholesale Corporation Consumer Staples 6.8% 35.95% KEEP 0.75% $2510 $3412 $902 $750 $1020 $270
TDG 0.72% TransDigm Group Incorporated Industrials 10.13% 52.24% KEEP 0.14% $720 $1096 $376 $140 $213 $73
UBER 0.53% Uber Technologies Inc. Technology 11.8% 111.03% KEEP 0.33% $530 $1118 $588 $330 $696 $366