The Lazy One
Buys one Nasdaq-100 fund and one S&P 500 fund in equal halves on day one and never touches them again. This portfolio is the yardstick: it shows what doing no selecting at all would have produced — under the same cost and cash rules as everything else.
This portfolio buys shares.
- Performance
- +0.87%
- Lead over QQQ
- +0.01%
- Largest drawdown
- −2.15%
- Win rate
- —
- Cash ratio
- 0.0%
- Portfolio value
- $100,866
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Gain | Value | Share |
|---|---|---|---|---|---|---|
| QQQ | 73.30 | $682.10 | $688.00 | +0.86% | $50,432 | 50.0% |
| SPY | 67.51 | $739.10 | $747.03 | +1.07% | $50,435 | 50.0% |
| Cash | — | — | — | — | $0 | 0.0% |
The rules of this portfolio
- Buys
- on the start date only
- Maximum positions
- 2
- Sells
- checked every trading day: rating turned red, stop-loss hit, holding period over, or the stock dropped out of the selection.
Every trade with its reason
The complete history of this portfolio, most recent trade first. It is never truncated — it doubles as the recommendation history required by Art. 4(1)(i) of Delegated Regulation (EU) 2016/958.
| Date | Stock | Action | Shares | Price | Reason |
|---|---|---|---|---|---|
| 07/27/2026 | SPY | Buy | 67.51 | $739.10 | Newly selected |
| 07/27/2026 | QQQ | Buy | 73.30 | $682.10 | Newly selected |