Hold the three largest S&P 500 names by market cap, rebalance on a fixed cadence, and never sell unless they drop out of the top three. Toggle the inputs to explore the backtest. Educational, not financial advice.
Rebalance
Tax
Capital
Weighting
Window
How this works
Toggle changes pull a precomputed public backtest from cache. Logged-in users can additionally customize the lump-sum / DCA dollar amount, which kicks off a fresh run that is automatically saved for the next visitor with the same settings.
Universe: survivorship-bias-free SP500 ranked by market cap as of each rebalance day. Constituents are reconstructed from the historical change-log, so each rebalance only sees the tickers that were actually in the index on that day (including ones that have since fallen out). GOOG is collapsed into GOOGL; MSFT → GOOGL substitution applied to match the strategy's chosen deployment. Substitutes inherit the original's weight.