Portfolio Growth
PDX Quant Strategy vs SPY Benchmark
PDX Quant Account
Key Performance Metrics
Annual Return
Volatility
Sharpe Ratio
Max Drawdown
Win Rate
PDXQuant vs SPY Correlation
Drawdown
Current Holdings
| Ticker | Weight |
|---|---|
| NVDA | 6.1% |
| MSFT | 5.4% |
| META | 5.2% |
| AAPL | 4.9% |
Systematic Equity Strategy
PDX Quant uses a quantitative model to identify companies with strong financials, operational health, credible reporting, and positive price momentum.
- financial strength
- operational health
- reporting credibility
- positive momentum
The portfolio is rebalanced monthly using objective signals drawn from company fundamentals, financial quality, and market trends.
Strategy History
2021
Innitial strategy developed
2021 - 2025
Live testing with personal, friends, and family capital
2025
Research and backtesting expanded across 10+ years of market data
2026
Public launch of live portfolio
Monthly Return Breakdown
| Year | Jan | Feb | Mar | Apr | May | Jun |
|---|---|---|---|---|---|---|
| 2024 | 3.5% | 1.0% | 0.9% | 6.2% | 3.1% | 7.1% |
| 2025 | 3.2% | 2.1% | -1.0% | 3.3% | 7.1% | 2.6% |
Current Holdings
| Ticker | Weight |
|---|---|
| NVDA | 6.1% |
| MSFT | 5.4% |
| META | 5.2% |
| AAPL | 4.9% |