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BIG MONEY · COPY-TRADE BACKTEST
If You Copied Caisse de dépôt (CDPQ)
Institutional fund · Pension
Every position below enters at the close on the disclosure date — the first day this was public — never the underlying trade date. A fund’s 13F only reveals a position once a quarter; the entry used here is the quarter’s report date, and the real public filing can trail that date by up to 45 days — see the caveat below.
See the disclosed holdings this is built fromCopying 30 disclosed buys since Jun 30, equal-weighted, held to 2026-09-06
−4.1%
Copy-trade return · 30 positions
+2.9%
S&P 500, same windows
−7.0%
Vs. index
Positions
| Ticker | Disclosed | Entry | Last | Return | Index, same window |
|---|---|---|---|---|---|
| AZN | Jun 30 | Jun 30 @ $189.62 | Sep 4 @ $162.70 | −14.2% | +2.9% |
| SCHW | Jun 30 | Jun 30 @ $92.27 | Sep 4 @ $109.29 | +18.4% | +2.9% |
| TT | Jun 30 | Jun 30 @ $491.16 | Sep 4 @ $447.90 | −8.8% | +2.9% |
| APP | Jun 30 | Jun 30 @ $515.23 | Sep 4 @ $320.56 | −37.8% | +2.9% |
| SRE | Jun 30 | Jun 30 @ $92.71 | Sep 4 @ $84.04 | −9.4% | +2.9% |
| PH | Jun 30 | Jun 30 @ $978.12 | Sep 4 @ $962.59 | −1.6% | +2.9% |
| DD | Jun 30 | Jun 30 @ $135.64 | Sep 4 @ $131.59 | −3.0% | +2.9% |
| SNDK | Jun 30 | Jun 30 @ $2273.73 | Sep 4 @ $1740.00 | −23.5% | +2.9% |
| CIEN | Jun 30 | Jun 30 @ $490.56 | Sep 4 @ $321.00 | −34.6% | +2.9% |
| NDSN | Jun 30 | Jun 30 @ $301.69 | Sep 4 @ $318.36 | +5.5% | +2.9% |
| NBIX | Jun 30 | Jun 30 @ $168.54 | Sep 4 @ $155.64 | −7.7% | +2.9% |
| CNC | Jun 30 | Jun 30 @ $64.19 | Sep 4 @ $67.04 | +4.4% | +2.9% |
| ORCL | Jun 30 | Jun 30 @ $146.55 | Sep 4 @ $158.78 | +8.3% | +2.9% |
| FTNT | Jun 30 | Jun 30 @ $153.62 | Sep 4 @ $156.29 | +1.7% | +2.9% |
| CCL | Jun 30 | Jun 30 @ $28.57 | Sep 4 @ $23.51 | −17.7% | +2.9% |
| DDOG | Jun 30 | Jun 30 @ $260.36 | Sep 4 @ $212.93 | −18.2% | +2.9% |
| GD | Jun 30 | Jun 30 @ $354.24 | Sep 4 @ $359.39 | +1.5% | +2.9% |
| ON | Jun 30 | Jun 30 @ $94.54 | Sep 4 @ $74.38 | −21.3% | +2.9% |
| KMI | Jun 30 | Jun 30 @ $31.97 | Sep 4 @ $31.40 | −1.8% | +2.9% |
| FTV | Jun 30 | Jun 30 @ $61.09 | Sep 4 @ $56.94 | −6.8% | +2.9% |
| NOW | Jun 30 | Jun 30 @ $99.28 | Sep 4 @ $141.26 | +42.3% | +2.9% |
| RPRX | Jun 30 | Jun 30 @ $56.07 | Sep 4 @ $63.96 | +14.1% | +2.9% |
| BLDR | Jun 30 | Jun 30 @ $89.48 | Sep 4 @ $65.79 | −26.5% | +2.9% |
| CCI | Jun 30 | Jun 30 @ $75.73 | Sep 4 @ $75.83 | +0.1% | +2.9% |
| BBY | Jun 30 | Jun 30 @ $75.88 | Sep 4 @ $90.27 | +19.0% | +2.9% |
| ROKU | Jun 30 | Jun 30 @ $138.14 | Sep 4 @ $155.59 | +12.6% | +2.9% |
| HONA | Jun 30 | Jun 30 @ $221.08 | Sep 4 @ $161.01 | −27.2% | +2.9% |
| PYPL | Jun 30 | Jun 30 @ $43.18 | Sep 4 @ $54.96 | +27.3% | +2.9% |
| TOL | Jun 30 | Jun 30 @ $164.75 | Sep 4 @ $141.73 | −14.0% | +2.9% |
| OGE | Jun 30 | Jun 30 @ $48.66 | Sep 4 @ $46.92 | −3.6% | +2.9% |
How to read this
- Entry is the close on (or the next trading day after) the disclosure date, never the underlying trade date — the whole point is honesty about when the public could actually act.
- Price return only — dividends are excluded on both sides (the backtest and the index), which understates total return, especially for dividend payers.
- Equal-weighted: every disclosed buy counts the same regardless of the actual dollar size of the trade or position.
- Buys only — disclosed sells are not mirrored or subtracted; this tracks "what if you bought and held," not the entity's actual net position over time.
- For funds, "disclosure date" is the quarter's report date, not the actual 13F filing date — real 13F filings can post up to 45 days after quarter-end, so a stricter forward-honest entry would be later than what's shown here (likely flattering the fund's copy-trade return somewhat).
- Past performance isn't predictive of future results. Not investment advice.