Monthly pick, quarterly holdInception Aug 22, 2026
Insideredges.com Monthly Portfolio
Three monthly picks held as three overlapping monthly cohorts.
Total return+187.01%
Avg. annual+28.00%5 full years
CAGR+20.46%Since inception
Performance vs. S&P 500
Sep 4, 2026Active holdings
| Ticker | Company | Cohort | Entry | Entry px | Weight | Return |
|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp | 2026-07, 2026-08, 2026-09 | Jul 1, 2026 | $450.01 | 33.3% | +14.12% |
| NVDA | NVIDIA Corp | 2026-07, 2026-08, 2026-09 | Jul 1, 2026 | $205.26 | 33.3% | +5.99% |
| AMZN | Amazon.com Inc | 2026-07, 2026-08, 2026-09 | Jul 1, 2026 | $256.07 | 33.3% | +4.05% |
Closed positions
Rotated out
| Ticker | Company | Cohort | Entry | Entry px | Weight | Return |
|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp | 2021-01, 2021-02, 2021-03, 2021-04, 2021-05, 2021-06, 2021-07, 2021-08, 2021-09, 2021-10, 2021-11, 2021-12, 2022-01, 2022-02, 2022-03, 2022-04, 2022-05, 2022-06, 2022-07, 2022-08, 2022-09, 2022-10, 2022-11, 2022-12, 2023-01, 2023-02, 2023-03, 2023-04, 2023-05, 2023-06, 2023-07, 2023-08, 2023-09, 2023-10, 2023-11, 2023-12, 2024-01, 2024-02, 2024-03, 2024-04, 2024-05, 2024-06, 2024-07, 2024-08, 2024-11, 2024-12, 2025-01, 2025-02, 2025-03, 2025-04, 2025-05, 2025-06, 2025-07, 2025-08, 2025-09, 2025-10, 2025-11, 2025-12, 2026-01, 2026-02, 2026-03, 2026-04, 2026-05, 2026-06 | Jan 1, 2021 | $351.65 | — | — |
| AMZN | Amazon.com Inc | 2021-01, 2021-02, 2021-03, 2021-04, 2021-05, 2021-06, 2021-07, 2021-08, 2021-09, 2021-10, 2021-11, 2021-12, 2022-01, 2022-02, 2022-03, 2022-04, 2022-05, 2022-06, 2022-07, 2022-08, 2022-09, 2022-10, 2022-11, 2022-12, 2023-01, 2023-02, 2023-03, 2023-04, 2023-05, 2023-06, 2023-07, 2023-08, 2023-09, 2023-10, 2023-11, 2023-12, 2024-01, 2024-02, 2024-03, 2024-04, 2024-05, 2024-06, 2024-07, 2024-08, 2024-09, 2024-10, 2024-11, 2024-12, 2025-01, 2025-02, 2025-03, 2025-04, 2025-05, 2025-06, 2025-07, 2025-08, 2025-09, 2025-10, 2025-11, 2025-12, 2026-01, 2026-02, 2026-03, 2026-04, 2026-05, 2026-06 | Jan 1, 2021 | $996.43 | — | — |
| NVDA | NVIDIA Corp | 2023-12, 2024-01, 2024-02, 2024-03, 2024-04, 2024-12, 2025-01, 2025-02, 2025-03, 2025-04, 2025-05, 2025-06, 2025-07, 2025-08, 2025-09, 2025-10, 2025-11, 2025-12, 2026-01, 2026-06 | Dec 1, 2023 | $283.78 | — | — |
| META | Meta Platforms Inc | 2024-05, 2026-02, 2026-03, 2026-04, 2026-05 | May 1, 2024 | $598.37 | — | — |
| AAPL | Apple Inc | 2021-09, 2021-10, 2021-11, 2021-12, 2022-01, 2024-08, 2024-09, 2024-10, 2024-11 | Sep 1, 2021 | $186.99 | — | — |
| XOM | Exxon Mobil Corp | 2024-09, 2024-10 | Sep 1, 2024 | $118.94 | — | — |
| GOOGL | Alphabet Inc | 2022-05, 2022-06, 2022-07, 2022-08, 2022-09, 2022-10, 2022-11, 2022-12, 2023-01, 2023-02, 2023-03, 2023-04, 2023-05, 2023-06, 2023-07, 2023-08, 2023-09, 2023-10, 2023-11, 2024-06, 2024-07 | May 1, 2022 | $421.90 | — | — |
| JPM | JPMorgan Chase & Co | 2021-01, 2022-04 | Jan 1, 2021 | $131.19 | — | — |
| JNJ | Johnson & Johnson | 2021-05, 2021-06, 2021-07, 2021-08, 2022-02, 2022-03 | May 1, 2021 | $166.88 | — | — |
| V | Visa Inc | 2021-02, 2021-03, 2021-04 | Feb 1, 2021 | $210.62 | — | — |