Key insights
- A comparison of two hypothetical portfolios shows similar returns over 12 months. Portfolio 1, consisting of value stocks, was driven by GOOG. Portfolio 2, consisting of meme stocks, was driven by INTC and TSLA. The analysis highlights that individual stock performance can significantly impact portfolio returns, regardless of investment strategy. This suggests a moderately bullish sentiment as both portfolios outperformed broader market averages.
Portfolio 1: GOOG, META, NVO, UNH, BRK.B
Your portfolio would have gained roughly +23% over the past 12 months.
What drove performance?
- GOOG was the entire engine, with a massive +155% 1‑year return.
- META was flat to slightly positive.
- NVO, UNH, and BRK.B all declined, with NVO the biggest drag.
📌 Summary Table
| Stock | 1‑Year Return | Contribution (20% weight) |
|-------|---------------|----------------------------|
| GOOG | +154.93% | +30.99% |
| META | +1.94% | +0.39% |
| NVO | –28.96% | –5.79% |
| UNH | –1.44% | –0.29% |
| BRK.B | –7.27% | –1.45% |
| Total Portfolio Return | — | ≈ +23% |
Portfolio 2: INTC, TSLA, PLTR, GME, MSTR
Your portfolio would have gained roughly +24% over the past 12 months.
What drove the performance?
- Intel (INTC) was the monster winner (+116%), contributing the majority of gains.
- Tesla (TSLA) added strong upside (+50%).
- Palantir (PLTR) was a mild positive.
- GameStop (GME) slightly dragged performance.
- Strategy/MicroStrategy (MSTR) was the biggest drag (–55%) due to Bitcoin volatility and accounting losses.
📌 Summary Table
| Stock | 1‑Year Return | Contribution (20% weight) |
|-------|---------------|----------------------------|
| TSLA | +50.39% | +10.08% |
| PLTR | +15.65% | +3.13% |
| INTC | +116.61% | +23.32% |
| GME | –9.34% | –1.87% |
| MSTR | –54.73% | –10.95% |
| Total Portfolio Return | — | ≈ +23.7% |