Fundamental Price Targets
A live, equal-weighted mirror of the fundamental price targets desk
Auto-rebalanced equal-weight basket of every active long and short fundamental price target from the desk.
Fundamental Price Targets
Value-added index computed from rebalance weights and daily prices. Dashed lines mark rebalances.
Philosophy
A live, mechanical mirror of the fundamental price targets. No discretion, no overrides — if it's an open target, it's in the basket at an equal weight.
Holdings rebalance automatically each time a fundamental target is opened or closed. Each open target contributes an equal slice; longs contribute positive exposure, shorts contribute inverse exposure. Hit signals/stopped/closed auto exit.
Holdings
The exchange-listed stocks held in Fundamental Price Targets, with their target allocation. Sector and industry data sourced from Yahoo Finance.
Live from latest rebalance · 5/4/2026
- Advanced Micro Devices, Inc.4.5%
- Allbirds, Inc.Short−4.5%
- Beyond Meat, Inc.Short−4.5%
- Cal-Maine Foods, Inc.4.5%
- Trump Media & Technology Group Corp.Short−4.5%
- Deswell Industries, Inc.4.5%
- Ecopetrol S.A.4.5%
- General Motors Company4.5%
- Alphabet Inc.4.5%
- Intel Corporation4.5%
- Lithium Americas Corp.4.5%
- Meta Platforms, Inc.4.5%
- M/I Homes, Inc.4.5%
- Strategy IncShort−4.5%
- Micron Technology, Inc.4.5%
- NVIDIA Corporation4.5%
- Petróleo Brasileiro S.A. - Petrobras4.5%
- Reddit, Inc.4.5%
- Rithm Capital Corp.4.5%
- Sandisk Corporation4.5%
- Tesla, Inc.Short−4.5%
- ZIM Integrated Shipping Services Ltd.4.5%
Weights reflect the most recent rebalance recorded in our tracker. They drift with market prices between rebalances.
What it looks like in practice
Three plausible paths from here. Real outcomes will sit somewhere along this distribution.
High levels of concentration in high conviction positions can lead to extremely high returns
High levels of concentration and conviction often leads to outperformance in typical markets
The extent to which this portfolio is concentrated in select names opens it up to large drawdowns
Is this you?
An honest fit check. We'd rather you pick the right strategy than the most exciting one.
- Investors looking to speculate
- Investors with high risk tolerance
- Investors looking for exposure to high return opportunities
- You need the money soon
- You cannot afford large drawdowns
Historical context
Built on top of the price targets research stream. Rebalances each time one opens or closes.
* Past performance does not guarantee future results. All investments carry risk of loss.
License or access Fundamental Price Targets
Subscribe for data access — live holdings, price targets, and API — or license this portfolio to redistribute it under your firm. Self-serve checkout in a minute, or contact us for AUM-based licensing.
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