Cromulent

Portfolios

Values marked to market as of 2026-09-22 (last price in database).

#PortfolioWhoInception DecisionsLast rebalanceCadence Holdings (SGD)Cash (SGD) NAV (SGD)P&L (SGD) ReturnCAGR VolSharpe SortinoMaxDD
1IT+Comms - Technological Disruption / Future InvestorAI2026-09-1512026-09-15monthly1,047,7332,6411,050,37456,7925.72%1546.91%20.46%13.85658.44-0.06%
2IT+Comms - Exceptional CompounderAI2026-09-1512026-09-15monthly1,020,9223,9371,024,86032,7033.30%412.68%16.90%9.7760.92-0.37%
3IT+Comms - Defensive Quality / Capital Preservation InvestorAI2026-09-1512026-09-15monthly1,007,3513,3141,010,66520,0612.03%174.69%11.48%8.8728.76-0.50%
4IT+Comms - Valuation / Margin-of-Safety InvestorAI2026-09-1512026-09-15monthly991,500426991,9277280.07%3.77%22.55%0.250.36-2.24%
5AI Vertical Stack - Technological Disruption / Future InvestorAI2026-09-2112026-09-21monthly1,014,2223,7001,017,9221830.02%4.64%0.00%0.000.000.00%
6AI Vertical Stack - Valuation / Margin-of-Safety InvestorAI2026-09-2112026-09-21monthly1,000,5295911,001,1201640.02%4.21%0.00%0.000.000.00%
7AI Vertical Stack - Defensive Quality / Capital Preservation InvestorAI2026-09-2112026-09-21monthly1,008,1621,7501,009,913450.00%1.13%0.00%0.000.000.00%
8AI Vertical Stack - Exceptional CompounderAI2026-09-2112026-09-21monthly1,013,2103,5431,016,753-1,770-0.17%-35.48%0.00%0.000.00-0.17%
-NASDAQ-100 (^NDX)bench--------84.25%25.38%21.00%1.181.76-22.93%
-S&P 500 (^GSPC)bench--------63.71%20.01%15.31%1.271.88-18.90%
-MSCI World (URTH)bench--------58.97%18.71%14.66%1.241.85-16.94%
-VanEck Semiconductor ETF (SMH)bench--------252.74%59.44%38.20%1.412.07-36.02%

Portfolio NAV — all track records

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