Stonk Tortoise
Backtest results
Metrics
1Y · since Oct 2025Stonk Tortoise | |
|---|---|
| Total Return | +102.84% |
| CAGR | +104.00% |
| Sharpe | 2.58 |
| Calmar | 9.21 |
| Max DD | -11.29% |
| Volatility | 29.38% |
| Win Rate | 57.8% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
A balanced, equal-weight mix of 14 individual stocks, including tech leaders like NVIDIA (NVDA) and Microsoft (MSFT), healthcare names such as Eli Lilly (LLY) and Moderna (MRNA), and industrials like ASML (ASML) and Steel Dynamics (STLD). The portfolio stays flat, rebalancing periodically to maintain the 1/14 allocation and avoid market timing or volatility swings.
Current allocation
What the rules select as of Oct 30, 2026.
- ASML7.1%
ASML Holding N.V. New York Registry Shares
- BRK.B7.1%
BERKSHIRE HATHAWAY Class B
- FLNG7.1%
FLEX LNG Ltd. Ordinary Shares
- KLAC7.1%
KLA Corporation Common Stock
- KNSL7.1%
Kinsale Capital Group, Inc.
- LLY7.1%
Eli Lilly & Co.
- MNST7.1%
Monster Beverage Corporation
- MRK7.1%
Merck & Co., Inc.
- MRNA7.1%
Moderna, Inc. Common Stock
- MSFT7.1%
Microsoft Corporation Common Stock
- NVDA7.1%
NVIDIA Corporation Common Stock
- SGML7.1%
Sigma Lithium Corporation Common Shares
- STLD7.1%
Steel Dynamics, Inc.
- ULTA7.1%
Ulta Beauty, Inc. Common Stock
Frequently asked questions
What is Stonk Tortoise?
A balanced, equal-weight mix of 14 individual stocks, including tech leaders like NVIDIA (NVDA) and Microsoft (MSFT), healthcare names such as Eli Lilly (LLY) and Moderna (MRNA), and industrials like ASML (ASML) and Steel Dynamics (STLD). The portfolio stays flat, rebalancing periodically to maintain the 1/14 allocation and avoid market timing or volatility swings.
What is Stonk Tortoise holding today?
As of Oct 30, 2026, Stonk Tortoise allocates to ASML 7.1%, BRK.B 7.1%, FLNG 7.1%, KLAC 7.1%, KNSL 7.1%, LLY 7.1%, MNST 7.1%, MRK 7.1%, MRNA 7.1%, MSFT 7.1%, NVDA 7.1%, SGML 7.1%, STLD 7.1%, ULTA 7.1%.
How has Stonk Tortoise performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Stonk Tortoise returned +98.9% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Stonk Tortoise?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Stonk Tortoise in a hypothetical backtest was -11.3%.
How do I use Stonk Tortoise?
Open Stonk Tortoise in Quantly to rerun the backtest, adjust the rules, and paper trade it. You can also connect a supported brokerage to trade your version live.
Backtest results are hypothetical and do not guarantee future returns. Strategies are shared by Quantly users for research only and are not investment advice.