Strategy detail
Defensive Compounders
A lower-volatility research basket for durable businesses with steady operating quality.
Rebalance: Monthly
Benchmark: S&P 500
Live tracking
Return History
Daily close indexed to the latest rebalance date.
Return history will appear after the daily return cron has enough price data for this tracker.
Current Strategy Holdings
Weights reflect the latest stored rebalance.
| Ticker | Company | Weight | Score | Reason | Sector |
|---|---|---|---|---|---|
| ABBV | AbbVie Inc | 5.0% | 9,147 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Healthcare |
| AVAH | Aveanna Healthcare Holdings Inc | 5.0% | 394.8 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Healthcare |
| AX | Axos Financial | 5.0% | 285.7 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Financial Services |
| BIIB | Biogen Inc | 5.0% | 59,689 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Healthcare |
| BKU | BankUnited | 5.0% | 499.7 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Financial Services |
| BMNR | BITMINE IMMERSION TECHNOLOGIES, INC. | 5.0% | 2,159 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Financial Services |
| CAT | Caterpillar Inc | 5.0% | 152,315 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Industrials |
| CHH | CHOICE HOTELS INTERNATIONAL INC /DE | 5.0% | 338.3 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Consumer Cyclical |
| CL | Colgate-Palmolive Company | 5.0% | 977.8 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Consumer Defensive |
| CPT | Camden Property Trust | 5.0% | 1,200 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Real Estate |
| FINV | FinVolution Group | 5.0% | 7,516 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Financial Services |
| ISBC | Investors Bancorp, Inc. | 5.0% | 454.9 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | - |
| MCB | MCB Bank Ltd | 5.0% | 273.8 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Financial Services |
| MPLX | MPLX LP | 5.0% | 28,078 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Energy |
| PEG | Public Service Enterprise Group Inc | 5.0% | 21,128 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Utilities |
| TRTN | Triton International | 5.0% | 321.4 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Transportation |
| VRSK | Verisk Analytics Inc | 5.0% | 290.1 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Industrials |
| WAFD | Washington Federal Inc | 5.0% | 300.5 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Financial Services |
| WAL | WESTERN ALLIANCE BANCORPORATION | 5.0% | 292.8 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Financial Services |
| WETG | WeTrade Group Inc | 5.0% | 528.6 | Latest live fundamentals show positive profitability and cash-flow support for defensive research screening. | Technology |
Recent Events
Rebalances and strategy updates.
20 holdings were written for research tracking.
20 holdings were written for research tracking.
20 holdings were written for research tracking.
20 holdings were written for research tracking.
Research and Risk Disclosure
This page is for informational research and decision support only. It is not personalized financial advice and does not say that any user should buy or sell a security. 13F investor data reflects last disclosed public filings and may be delayed, incomplete, amended, or no longer current. Strategy returns are historical model output or live tracking only when explicitly marked live. Review benchmark, time period, rebalancing frequency, data assumptions, fees, slippage, drawdown, and survivorship-bias handling before relying on any performance comparison.