Back to Strategy Portfolios

Large Cap Improvers

Tradestie Score Based
59 Score

Large Cap Improvers targets undervalued basic materials stocks for 2026 growth

Unlocking potential in overlooked sectors, the Large Cap Improvers portfolio focuses on value investing in basic materials and industrials to deliver growth stocks for the 2026 market outlook. With concentrated holdings in AdvanSix Inc (ASIX), Allegheny Technologies Incorporated (ATI), and Alcoa Corp (AA), this score-based strategy seeks companies showing improvement in operations and valuations, serving as a compelling sector ETF alternative for investors eyeing current valuation opportunities amid recovering commodity demand. These stocks stand out for their potential rebound in aluminum, specialty chemicals, and advanced alloys, aligning with broader trends in sustainable manufacturing and infrastructure spending projected through Q1 2026. Ideal for passive income seekers and retirement portfolio builders looking beyond tech stocks to buy, this approach suits those prioritizing undervalued stocks in cyclical industries over aggressive growth. However, key considerations include elevated volatility from 67% basic materials exposure, commodity price swings, and limited diversification at just three holdings, making it less suitable for beginner investors during uncertain economic periods.

Medium Risk Value investors building retirement portfolios with basic materials exposure
Total Return
3.11%
YTD Return
5.07%
Daily Return
-2.42%
Holdings
3
Initial Value
$10000
Current Value
$10311
Tracking Since
Dec 26, 2025
Diversification
67
Sector Allocation
Basic Materials
67%
Industrials
33%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
ASIX 50.0% $21.48 -2.63% -4.28% -4.28% 56
ATI 25.0% $177.47 -2.00% +1.32% +9.10% 66
AA 25.0% $71.89 -7.86% -7.41% 0.00% 64

Rebalance History

2026-06-05
2026-05-29
APD (-1.0%) ASIX (Score: 55)
2026-05-07
2026-04-17
AA dropped Return: +3.19%
2026-03-30
ACLS dropped Return: +4.88%
ACLS dropped Return: +4.88%
2026-03-18
CAMT dropped Return: +0.39%
2026-03-17
AMRZ dropped Return: -11.53%
2026-03-13
CCK (-5.1%) AA (Score: 65)
2026-03-11
2026-03-06
MCHP dropped Return: -13.89%
ATI dropped Return: +22.72%
2026-03-04
FLEX dropped Return: +1.43%
2026-03-02
STX dropped Return: +24.84%
2026-02-13
2026-02-12
EMP dropped Return: -0.33%
BWXT dropped Return: -2.26%
2026-02-09
GCL dropped Return: -39.65%
2026-02-05
BURL dropped Return: -0.80%
2026-02-02
ASTS dropped Return: +7.04%
RKLB dropped Return: -12.61%
2026-02-01
ELSE (-1.3%) FLEX (Score: 65)
ADP dropped Return: -7.22%
CCC dropped Return: -10.30%
2026-01-30
VST (-4.8%) EMP (Score: 63)
2026-01-27
GTM (-16.2%) GCL (Score: 57)
2026-01-10
Q (+1.5%) ELSE (Score: 62)
FLEX (-0.3%) CCC (Score: 61)
BLSH (-6.7%) ADP (Score: 66)

Create Alert

AAPL