Portfolio mode — weighted basket
Portfolio mode combines up to five tickers into one basket. Assign a weight to each (or hit Equal to split evenly); weights must sum to 100%. Optionally turn on Monthly rebalance to reset to your target weights each month.
The thick line is the combined portfolio value; the dashed line is the same cash invested entirely in the S&P 500, so every basket is judged against simply owning the index. The table shows each holding's target weight, final allocation, drift, and final value.
With Monthly rebalance off, holdings drift with prices. With it on, the basket is reset to your target weights at each monthly close — selling winners and topping up laggards. Want a rule that also re-picks the holdings, not just re-weights them? See the Quantitative Backtest guides.