Side-by-side comparison

Compare investment strategies

15-Stock Tech-Tilted Portfolio with Treasury Ballast vs Quantum Computing Leaders Monthly Custom-Weighted

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (OOS, Model). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

9.4%

26.2%Best

14.5%

40.8%Best

11.7%

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1.21

—

-9.1%Best

-33.2%

Minimum investment

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$100

Each source uses its own scale

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2.64(Surmount risk score)

Inception

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2024-06-05

Holdings

—

40%

91%Best

Growth of $10,000

Each line starts at $10,000 on the first date all of them share, using the strategy's own published history. Bases are labelled and never mixed within a line.

Quantum Computing Leaders Monthly Custom-WeightedModelup 177.9%
S&P 500 ETFup 42.9%

No published history to chart: 15-Stock Tech-Tilted Portfolio with Treasury Ballast.

Every published figureShow 22 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

consumer staples, defense, diversified u.s. equities, healthcare, large-cap tech tilt, monthly rebalance, partial bond hedge, sector etfs

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Asset classes / instruments

equities

equity

Returns

Annual return (Surmount tracking) (model tracking)

—

40.78%

Return, 1 year (Surmount tracking) (model tracking)

—

26.24%

Return, 3 months (Surmount tracking) (model tracking)

—

9.76%

Return, out-of-sample period (annualized) (out-of-sample)

14.46%

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Return, out-of-sample period (cumulative) (out-of-sample)

17.19%

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Return, trailing 1 month (out-of-sample)

0.93%

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Return, trailing 1 year (out-of-sample)

9.43%

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Return, trailing 3 months (out-of-sample)

4.54%

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Return, year to date (Surmount tracking) (model tracking)

—

30.68%

Total return (Surmount tracking) (model tracking)

—

449.20%

Risk metrics

Calmar ratio, out-of-sample period (out-of-sample)

1.59

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Maximum drawdown (Surmount tracking) (model tracking)

—

-33.23%

Maximum drawdown, out-of-sample period (out-of-sample)

-9.07%

—

Sharpe ratio, out-of-sample period (out-of-sample)

1.21

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Standard deviation, out-of-sample period (out-of-sample)

11.72%

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Holdings

Industry weights (Surmount)

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Technology: 74.0% · Industrials: 5.2% · Consumer Cyclical: 10.4% · Communication Services: 10.4%

Popularity

Investors following (Surmount)

—

Cost & access

Minimum investment

—

$100

Construction

Rebalance frequency

monthly

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Risk score

Risk score (Surmount)

—

2.64

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources