Params / metadata
| date | 2026-09-30 |
| ivMult | 1 |
| since | 2016-01-01T00:00:00.000Z |
| bucket | a. <30% (defensive) |
| n | 27 |
| wheelAnn | 6.673 |
| bhAnn | 9.3087 |
| dd | 40.839 |
| names | DIS, AAPL, MSFT, GOOGL, JPM, XOM, UNH, HDB, KO, PEP, JNJ, PG, WMT, HD, COST, V, MA, BAC, WFC, C, CSCO, PFE, T, VZ, CVX, IBM, ABBV |
| bucket | b. 30–50% (large-cap growth) |
| n | 13 |
| wheelAnn | 13.0107 |
| bhAnn | 20.394 |
| dd | 66.6607 |
| names | NFLX, NVDA, AMZN, META, AVGO, CRM, ORCL, QCOM, MU, INTC, ANET, F, GM |
| bucket | c. 50–80% (volatile) |
| n | 8 |
| wheelAnn | 12.4963 |
| bhAnn | 34.9208 |
| dd | 106.0185 |
| names | SOFI, SMCI, TSLA, AMD, PLTR, HOOD, SHOP, APP |
| bucket | d. ≥80% (speculative) |
| n | 2 |
| wheelAnn | 5.1485 |
| bhAnn | -5.9331 |
| dd | 87.2599 |
| names | MARA, COIN |