Compare AI portfolios
Compare one systematic methodology across five stock universes.
Selection rules, target holdings, equal weighting, and starting notional are identical; only universe membership changes. Performance begins after each portfolio's selection date.
Simulated return
- AI Discovery
- AI Select
- AI Leaders
- AI Premier
- AI 500
| Universe | Holdings | Model value | P/L | Return | Coverage |
|---|---|---|---|---|---|
| All Stocks | 10 | $10,497.68 | $497.68 | 4.98% | 100.00% |
| Over $1B | 10 | $10,394.67 | $394.67 | 3.95% | 100.00% |
| Over $5B | 9 | $10,216.01 | $216.01 | 2.16% | 100.00% |
| Over $10B | 8 | $10,227.85 | $227.85 | 2.28% | 100.00% |
| Biggest 500 | 8 | $10,224.74 | $224.74 | 2.25% | 100.00% |
Approximate values apply today's holdings to historical prices; constituents were not necessarily held during the displayed period.
How to use this page
- •Select universe variants to compare.
- •Change the range to update chart and table values together.
- •Open a universe for holding-level P/L.
Method summary
All five portfolios use the same corrected trend, liquidity, risk, and diversification rules, ten target holdings, equal weights, and forward-only model performance. Only the eligible universe differs.
Data sources
Market/price data: Marketstack. Model outputs + aggregates: AI Stock Platform pipelines. News context: sources listed on the News page.