Historical portfolio replay
Sector-balanced anchors: 1 year replay
A deliberately spread mix across technology, financials, healthcare, energy, consumer, and industrial businesses.
Historical close-price movement · weights applied once at the start · no trades or rebalancing.
Historical result
What $10,000 would have become
- Estimated value
- $13,941
- Historical change
- +39.4%
- Data through
- Aug 11, 2026
Allocation
Sector-balanced anchors holdings
| Ticker | Company | Weight |
|---|---|---|
| AAPL | Apple | 18% |
| MSFT | Microsoft | 18% |
| JPM | JPMorgan Chase | 15% |
| LLY | Eli Lilly | 14% |
| XOM | Exxon Mobil | 12% |
| COST | Costco | 12% |
| CAT | Caterpillar | 11% |
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