$100K Portfolio Simulation: 68 Stocks Tracked Daily
Equal-Weight Portfolio (68 Tickers, Simulation)
Last Updated: 2026-05-20
Disclaimer
This is a simulation (hypothetical trading) and not investment advice. Dividends not included. Past performance does not guarantee future results.
Inception Date
2025-11-11
Initial Capital
$100,000
Current Value
$122,701.71
Total Return
+22.7% ($+22,701.71)
Last Updated
2026-05-20
Portfolio Value Over Time
Sector Allocation
Sector Value Breakdown
Top 5 Performers
| Ticker | Sector | Shares | Cost Basis | Current Value | Return |
|---|---|---|---|---|---|
| INTC | Chip Supply Chain | 49 | $2,229.50 | $5,829.04 | +161.5% |
| MRVL | Chip Supply Chain | 23 | $1,859.78 | $4,296.40 | +131.0% |
| AMD | Chip Supply Chain | 7 | $1,390.34 | $3,133.06 | +125.3% |
| ARM | Chip Supply Chain | 13 | $1,616.81 | $3,337.49 | +106.4% |
| CRWD | Cybersecurity | 3 | $1,154.58 | $1,950.33 | +68.9% |
Bottom 5 Performers
| Ticker | Sector | Shares | Cost Basis | Current Value | Return |
|---|---|---|---|---|---|
| LMT | Defense & Aerospace | 2 | $1,353.40 | $1,045.18 | -22.8% |
| RTX | Defense & Aerospace | 7 | $1,485.12 | $1,223.95 | -17.6% |
| MCD | Food & Restaurant | 4 | $1,331.84 | $1,121.08 | -15.8% |
| AMGN | Biotech | 3 | $1,157.10 | $994.71 | -14.0% |
| UPS | Logistics | 15 | $1,716.30 | $1,483.05 | -13.6% |
Portfolio Events
2025-11-11
Inception
$100,000 -> 63 positions (0 zero-share), $99,325.94 invested, $674.06 cash
2025-12-31
Year-End Rebalance
Rebalanced $98,287.57 across 63 positions, $714.14 cash
2026-03-02
Ticker Added
Added INTC, HPE, CSCO, MCHP, TXN. Rebalanced $104,679.75 across 68 positions (68 tickers), $767.07 cash
Disclaimer
This is a simulation (hypothetical trading) and not investment advice. Dividends not included. Past performance does not guarantee future results.