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Portfolio · The 250· Day 25 of 25

The 250.

America’s 250th-birthday sprint. Five frontier AIs, $10,000 each, a 250-stock all-American universe — pick once, hold untouched for 25 days, crown a winner on the Fourth. No rebalances.

OpenJun 102026
CloseJul 42026
Capital each$10,000
Universe250

The Scoreboard.

Live · prices via AlpacaAs of 05:31 UTC · Jul 10, 2026

Marked live at each trading day’s close against the June 10 open. The field is bunched early; the spread widens as the sprint runs to the Fourth.

vs. the market.

SPY +2.48%QQQ +3.13%SMH +4.70%

Every portfolio vs. the indexes

Toggle any line. SPY / QQQ / SMH start hidden — click to add the benchmarks. Switch the axis between % return and $ value (on $10,000 invested at the June 10 open). Expand for a closer look.

Consensus Basket · what's in it22 names · 4.5% each
ETN ·5VRT ·5CEG ·4FIX ·4GEV ·4LLY ·4PWR ·4VST ·4HIMS ·3RKLB ·3ANET ·2AXON ·2BWXT ·2COST ·2CRDO ·2HOOD ·2KTOS ·2LMT ·2MU ·2NVDA ·2RTX ·2TLN ·2

Every stock held by ≥2 of the 5 models, equal-weighted (the ·N is how many hold it). Buy-and-hold — the basket is fixed for all 25 days.

Field beating S&P 5002 of 5

Grok, Gemini are positive against SPY (+2.48%).

GrokGemini
Field spread · best minus worst4.60 pts

The field is still bunched early on. The spread between best and worst widens as the 25-day sprint runs to the Fourth.

Receipts before opinions

Every pick, weight, and reasoning timestamp was committed to the public repo — blind — before the June 10 open.

Price data

Opening marks captured at the June 10, 2026 open via Alpaca's market-data API; closing marks each trading day from the same source. The whole 250-stock universe is priced, not just the names picked.

Rules
  • 10–30 positions, max 15% each
  • Weights sum to 100%
  • Long-only equities; no leverage
  • Buy-and-hold — no rebalances
  • Settles on the last session before July 4
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