TradingAlgo Mosaic
USA100 Monthly Report
Benchmark: SPY
Current Selection
| Ticker | Name | Sector | Industry | Entry Price | Held Since | Open P&L % |
|---|---|---|---|---|---|---|
| MU | Micron Technology, Inc. | Technology | Semiconductors | 823.03 | 2026-07-31 | 31.50% |
| GEV | GE Vernova Inc. | Industrials | Specialty Industrial Machinery | 911.93 | 2026-08-28 | 5.01% |
| CSCO | Cisco Systems, Inc. | Technology | Communication Equipment | 115.99 | 2026-07-31 | -8.01% |
| FDX | FedEx Corporation | Industrials | Integrated Freight & Logistics | 306.20 | 2026-07-31 | -6.65% |
| MRK | Merck & Company, Inc. | Healthcare | Drug Manufacturers - General | 146.87 | 2026-09-18 | 1.30% |
Portfolio Changes
Equity, Drawdown & Exposure
Equity / Drawdown / Exposure
Performance Table
| Metric | Long | Benchmark |
|---|---|---|
| CAGR | 64.38% | 21.19% |
| MaxDD | -23.43% | -16.88% |
| Sharpe | 1.82 | 1.41 |
| Information Ratio | 1.57 | - |
Month / Year Performance
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year Total | Benchmark | Excess |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 8.93% | 11.08% | 0.25% | -8.75% | 5.19% | 4.20% | -4.97% | 5.67% | 6.64% | 6.21% | 12.88% | 0.27% | 56.18% | 28.79% | 27.39% |
| 2025 | 5.87% | -0.24% | -7.59% | 10.03% | 13.16% | 3.10% | 9.24% | -0.31% | 2.02% | 2.65% | -4.01% | 9.57% | 50.28% | 17.38% | 32.90% |
| 2026 | 7.96% | -2.71% | -7.38% | 38.80% | 22.63% | 8.30% | -10.78% | 1.54% | 0.92% | - | - | - | 63.96% | 11.20% | 52.76% |