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BIG MONEY · COPY-TRADE BACKTEST
If You Copied CPP Investments
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 26 disclosed buys since Jun 30, equal-weighted, held to 2026-09-06
−0.9%
Copy-trade return · 26 positions
+2.9%
S&P 500, same windows
−3.8%
Vs. index
Positions
| Ticker | Disclosed | Entry | Last | Return | Index, same window |
|---|---|---|---|---|---|
| RTX | Jun 30 | Jun 30 @ $189.73 | Sep 4 @ $200.79 | +5.8% | +2.9% |
| MO | Jun 30 | Jun 30 @ $71.95 | Sep 4 @ $68.88 | −4.3% | +2.9% |
| PBA | Jun 30 | Jun 30 @ $46.25 | Sep 4 @ $48.41 | +4.7% | +2.9% |
| CVE | Jun 30 | Jun 30 @ $24.81 | Sep 4 @ $32.37 | +30.5% | +2.9% |
| ALAB | Jun 30 | Jun 30 @ $483.02 | Sep 4 @ $310.40 | −35.7% | +2.9% |
| UDR | Jun 30 | Jun 30 @ $39.92 | Sep 4 @ $36.38 | −8.9% | +2.9% |
| PYPL | Jun 30 | Jun 30 @ $43.18 | Sep 4 @ $54.96 | +27.3% | +2.9% |
| FRVO | Jun 30 | Jun 30 @ $29.23 | Sep 4 @ $18.16 | −37.9% | +2.9% |
| ALL | Jun 30 | Jun 30 @ $237.94 | Sep 4 @ $259.57 | +9.1% | +2.9% |
| HONA | Jun 30 | Jun 30 @ $221.08 | Sep 4 @ $161.01 | −27.2% | +2.9% |
| KLRA | Jun 30 | Jun 30 @ $22.03 | Sep 4 @ $16.23 | −26.3% | +2.9% |
| SO | Jun 30 | Jun 30 @ $95.71 | Sep 4 @ $88.11 | −7.9% | +2.9% |
| ECHO | Jun 30 | Jun 30 @ $101.50 | Sep 4 @ $89.80 | −11.5% | +2.9% |
| KMX | Jun 30 | Jun 30 @ $52.89 | Sep 4 @ $63.29 | +19.7% | +2.9% |
| NET | Jun 30 | Jun 30 @ $245.28 | Sep 4 @ $278.92 | +13.7% | +2.9% |
| HWM | Jun 30 | Jun 30 @ $268.86 | Sep 4 @ $259.27 | −3.6% | +2.9% |
| URI | Jun 30 | Jun 30 @ $1132.89 | Sep 4 @ $1009.86 | −10.9% | +2.9% |
| NTSK | Jun 30 | Jun 30 @ $10.94 | Sep 4 @ $13.94 | +27.4% | +2.9% |
| AFL | Jun 30 | Jun 30 @ $117.25 | Sep 4 @ $117.21 | −0.0% | +2.9% |
| MSCI | Jun 30 | Jun 30 @ $560.04 | Sep 4 @ $573.01 | +2.3% | +2.9% |
| TSEM | Jun 30 | Jun 30 @ $260.64 | Sep 4 @ $222.34 | −14.7% | +2.9% |
| PCAR | Jun 30 | Jun 30 @ $120.12 | Sep 4 @ $124.70 | +3.8% | +2.9% |
| CNC | Jun 30 | Jun 30 @ $64.19 | Sep 4 @ $67.04 | +4.4% | +2.9% |
| KKR | Jun 30 | Jun 30 @ $91.78 | Sep 4 @ $107.73 | +17.4% | +2.9% |
| UNM | Jun 30 | Jun 30 @ $89.40 | Sep 4 @ $95.85 | +7.2% | +2.9% |
| MAC | Jun 30 | Jun 30 @ $25.19 | Sep 4 @ $23.24 | −7.7% | +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.