Historical portfolio replay
Quality at scale: 1 month replay
A diversified view of large companies with recognizable brands and a long record of execution.
Historical close-price movement · weights applied once at the start · no trades or rebalancing.
Historical result
What $10,000 would have become
- Estimated value
- $10,441
- Historical change
- +4.4%
- Data through
- Aug 11, 2026
Allocation
Quality at scale holdings
| Ticker | Company | Weight |
|---|---|---|
| COST | Costco | 20% |
| V | Visa | 20% |
| MSFT | Microsoft | 20% |
| AAPL | Apple | 20% |
| UNH | UnitedHealth | 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