Historical portfolio replay
Balanced builders: 3 years replay
A broad, easy-to-read mix for seeing how different business models can share the same canvas.
Historical close-price movement · weights applied once at the start · no trades or rebalancing.
Historical result
What $10,000 would have become
- Estimated value
- $17,547
- Historical change
- +75.5%
- Data through
- Aug 11, 2026
Allocation
Balanced builders holdings
| Ticker | Company | Weight |
|---|---|---|
| AAPL | Apple | 20% |
| MSFT | Microsoft | 20% |
| JPM | JPMorgan Chase | 20% |
| COST | Costco | 20% |
| XOM | Exxon Mobil | 20% |
Method
How this historical replay works
Each allocation weight is applied once at the beginning of the selected window. The result is a close-price illustration—not a brokerage record, trade history, rebalancing plan, recommendation, or projection.
Historical windows