Nasdaq Select 15
Prices as of Oct 26, 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.
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026Nasdaq Select 15 | +0.27%+0.44%net +0.27% | -6.89%-6.73%net -6.89% | -5.01%-4.85%net -5.01% | +22.43%+22.63%net +22.43% | +18.97%+19.17%net +18.97% | -1.15%-0.98%net -1.15% | -5.48%-5.32%net -5.48% | +6.16%+6.34%net +6.16% | +6.53%+6.71%net +6.53% | – | – | – | +36.51%+38.57%net +36.51%Jan–Sep |
| S&P 500 | +1.47% | -0.86% | -5.20% | +10.51% | +5.26% | -1.28% | +0.03% | +2.68% | -0.58% | – | – | – | +11.84% |
| 2025Nasdaq Select 15 | +2.34%+2.51%net +2.34% | -6.66%-6.50%net -6.66% | -8.99%-8.84%net -8.99% | +4.35%+4.52%net +4.35% | +11.10%+11.29%net +11.10% | +8.17%+8.35%net +8.17% | +1.98%+2.15%net +1.98% | +0.36%+0.53%net +0.36% | +5.46%+5.64%net +5.46% | +8.52%+8.70%net +8.52% | -3.76%-3.60%net -3.76% | -1.19%-1.03%net -1.19% | +21.44%+23.89%net +21.44% |
| S&P 500 | +2.69% | -1.27% | -5.86% | -0.87% | +6.28% | +4.83% | +2.30% | +2.05% | +3.28% | +2.38% | +0.20% | -0.22% | +16.35% |
Showing net of a 2% annual model fee.Showing gross, before fees.
Net returns deduct a 2% annual model fee, the highest fee we charge, taken as one twelfth each month and compounded. Gross returns are before any fees.
These are model portfolio returns, calculated from target holdings and market prices. No client account earned them, and the 2025 figures were calculated after the fact. Your own returns would differ. The S&P 500 is an unmanaged index with no fees, and you cannot invest in it directly. Past performance does not guarantee future results.