THEMATIC BASKETS

Agent-curated S&P 500 theme baskets. Every membership decision is dated and carries a written rationale; the changelog is part of the product. Equal-weighted, monthly-rebalanced, buy-and-hold between rebalances — same discipline as the factor portfolios.

Performance table

All baskets, watchlist-style. Click a column to sort; toggle the value between raw return, vs S&P, and σ (the move z-scored vs the basket's own trailing year — computed horizons only). Click a name to jump to its members.

Performance

Rebased to 0% at the start of the selected window. Click legend entries to toggle. Series before a basket's creation date are a backtest of the membership at creation. Powered by TradingView Lightweight Charts.

Baskets by category

Horizon