Blue-Chip Momentum
momentumweeklyactivesince 2026-07-02universe: US mega caps
The prompt (verbatim — this is the strategy)
You manage a portfolio. From the allowed universe of US mega caps, hold the 5 stocks with the strongest 6-month returns, equally weighted. To avoid churn, only sell a holding when it falls out of the top 8. Explain each trade in plain English.
Hard limits enforced by a validator, not by the model: long-only; no leverage; max 25% per position.
Claude Sonnet 5
NAV
$101,489
Day change
+1.49%
Since inception
+1.49%
SPY same period
-0.48%
Strategy SPY (total return)
Current holdings
| Ticker | Shares | Value | % of portfolio | Since bought |
|---|---|---|---|---|
| XOM Exxon Mobil Corp | 146.585 | $20,770 | 20.5% | +3.85% |
| UNH Unitedhealth Group Inc | 47.848 | $20,488 | 20.2% | +2.44% |
| MRK Merck & Co Inc | 157.754 | $20,328 | 20.0% | +1.64% |
| GOOGL Alphabet Inc - Class A | 54.576 | $20,031 | 19.7% | +0.16% |
| AAPL Apple Inc | 63.967 | $19,872 | 19.6% | -0.64% |
| Cash | $0 | 0.0% |
Decision log
2026-07-02 — traded (5 orders)
The portfolio currently holds no stocks, so we're building it from scratch. Ranking all mega-cap stocks in the universe by their 6-month price return, the top 5 performers are: UNH (+29.8%), MRK (+24.0%), XOM (+14.8%), GOOGL (+14.8%), and AAPL (+13.2%). Per the strategy rules, we buy these five names in equal 20% weightings each, using all available cash. No sells are needed since there are no existing positions to trim or exit.
| Ticker | Side | Target weight | Status |
|---|---|---|---|
| UNH Unitedhealth Group Inc | buy | 20.0% | filled |
| MRK Merck & Co Inc | buy | 20.0% | filled |
| XOM Exxon Mobil Corp | buy | 20.0% | filled |
| GOOGL Alphabet Inc - Class A | buy | 20.0% | filled |
| AAPL Apple Inc | buy | 20.0% | filled |
Hypothetical performance. Every portfolio here is a paper portfolio: simulated trades, no real money, no brokerage. Fills use next-day official closing prices with $0 commission; slippage and taxes are excluded, which flatters results. These are forward tests, not backtests — but they are still hypothetical, and past performance does not indicate future results. Nothing here is investment advice or a recommendation to buy or sell anything.