Nasdaq Select 15
Prices as of Oct 6, 2026 · Market closed
Strategy
The Nasdaq Select 15 is a concentrated portfolio of 15 carefully selected companies drawn from the innovation-driven segments of the market. The strategy focuses on businesses with strong growth potential, industry leadership, and exposure to long-term technological and economic trends.
Designed for investors seeking enhanced growth opportunities, the portfolio embraces a higher level of concentration and volatility than broad market indexes. By maintaining a focused allocation to a select group of high-conviction holdings, the primary objective is to outperform the S&P 500 (SPY) over the long term while providing targeted exposure to some of the market's most dynamic sectors.
Year to date
- Nasdaq Select 15
- SPY
Jan 2, 2026 to Oct 6, 2026Range -10.74% to +77.43%
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.44% | -6.73% | -4.85% | +22.63% | +19.17% | -0.98% | -5.32% | +6.34% | +6.71% | – | – | – |
| 2025 | +2.51% | -6.50% | -8.84% | +4.52% | +11.29% | +8.35% | +2.15% | +0.53% | +5.64% | +8.70% | -3.60% | -1.03% |