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Sector Balanced Improvers

Tradestie Score Based
57 Score

Discover Sector Balanced Improvers for diversified growth in 2026.

Looking for a smarter way to invest in the best growth stocks for 2026? The Sector Balanced Improvers portfolio offers a compelling sector ETF alternative, designed to achieve steady growth through a diversified mix of undervalued stocks and emerging leaders across multiple industries. With a Diversification Score of 95.4/100 and a focused strategy on 11 holdings, this portfolio balances risk and reward, targeting long-term value investing while capturing upside potential in key sectors like technology, healthcare, and consumer cyclical for the Q1 2026 market outlook.

At the heart of this portfolio are carefully selected companies showing promise based on current valuations and sector trends. Leading the pack are Amesite Operating Co (AMST) at 10.9% in the technology sector, Burlington Stores Inc (BURL) at 10.9% in consumer cyclical, and Aptorum Group Ltd Class A (APM) at 10.9% in healthcare stocks. Other notable holdings include Fathom Holdings Inc (FTHM) in real estate and Armstrong World Industries Inc (AWI) in industrials, both at 8.9%, showcasing resilience and growth potential. These picks are chosen for their innovative approaches and undervalued status, making them some of the best growth stocks to buy for 2026, alongside diversified exposure to financial services with AMTD IDEA Group (AMTD) and energy with Vaalco Energy Inc (EGY). However, investors should note market risks like sector-specific volatility in tech stocks or economic downturns impacting consumer cyclical holdings. This portfolio suits beginner investors and passive income seekers building a retirement portfolio with an eye on aggressive growth, but it requires awareness of broader market fluctuations and interest rate changes affecting real estate and industrials in the 2026 market outlook.

Total Return
4.56%
YTD Return
5.19%
Daily Return
0.49%
Holdings
11
Initial Value
$10000
Current Value
$10456
Tracking Since
Dec 26, 2025
Diversification
95
Sector Allocation
Technology
11%
Consumer Cyclical
11%
Healthcare
11%
Real Estate
9%
Industrials
9%
Financial Services
9%
Basic Materials
9%
Energy
8%
Communication Services
8%
Utilities
8%
Consumer Defensive
8%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
AMST 10.9% $1.83 -1.08% -10.29% -12.86% 59
BURL 10.9% $295.86 +1.15% -0.70% -3.11% 60
APM 10.9% $0.95 +16.24% -1.58% -3.80% 48
FTHM 8.9% $1.06 -6.19% -21.48% -17.19% 57
AWI 8.9% $183.74 -0.21% -1.89% -8.36% 63
AMTD 8.9% $0.98 -2.97% -2.98% -2.97% 64
CHNR 8.9% $4.27 +0.71% -2.95% 0.00% 59
EGY 7.9% $5.14 -0.58% +8.21% +40.82% 56
GCL 7.9% $1.19 +11.21% +7.21% -2.46% 61
EMP 7.9% $20.90 +0.29% -0.19% 0.00% 63
SJM 7.9% $104.86 +1.33% +2.27% +0.08% 55

Rebalance History

This portfolio is automatically rebalanced when holdings underperform (score below 60 for 10+ consecutive market days).

2026-01-30
BIOX (-37.0%) CHNR (Score: 59)
VST (-4.8%) EMP (Score: 63)
2026-01-29
RILY (+31.4%) AMTD (Score: 66)
2026-01-27
GTM (-16.2%) GCL (Score: 57)
2026-01-26
ALBT (-28.6%) FTHM (Score: 60)
2026-01-22
RGC (-32.8%) APM (Score: 59)
2026-01-16
FTK (-9.8%) BIOX (Score: 58)
2026-01-16
GRND (-2.3%) AMST (Score: 65)
2026-01-10
FCEL (-10.6%) AWI (Score: 69)
DBRG (-0.2%) ALBT (Score: 62)

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