Why Build Your Own Basket?
- Zero Fees: ETFs charge 0.5-0.75% annually. DIY basket = $0 management fees
- Tax Control: Harvest losses individually. ETFs trigger capital gains at fund level
- Custom Weighting: Overweight Nvidia, underweight Tesla—your choice
- Rebalancing Control: Choose when/how often to rebalance
- Performance: Equal-weight often outperforms cap-weight over long periods
Build Your Basket
Step 1: Select Weighting Method
Step 2: Select Stocks for Your Basket
Your Custom Basket Summary
Equal Weight vs Cap Weight: Which Wins?
| Strategy | 5Y Return | Best Stock Impact | Worst Stock Impact | Pros |
|---|---|---|---|---|
| Equal Weight | +652% | All stocks contribute equally | Apple underweight (largest cap) | Better diversification, often outperforms |
| Cap Weight | +487% | Apple 28%, Nvidia 23% drive returns | Palantir only 1.3% weight | Mirrors market, less rebalancing needed |
| High-Conviction | +892% | 50% Nvidia, 30% Tesla = huge gains | Concentrated risk | Maximum returns if you pick right |
Winner: Equal-weight historically outperforms cap-weight for Bro Billionaire stocks. Small-cap names (PLTR) outperform mega-caps (AAPL) over time, and equal-weight captures that.
FAQ
How often should I rebalance my basket?
Annual: Most tax-efficient (long-term cap gains)
Quarterly: Better performance but more taxes
Never: Let winners run (highest returns but concentrated risk)
Can I automate this basket?
Some brokers (Fidelity, Schwab) offer basket trading. You can buy all 7 stocks in one order with specified weights. Or use fractional shares to manually build your basket.
What about dividend reinvestment?
Turn on DRIP (Dividend Reinvestment Plan) for Apple and Microsoft. This auto-buys more shares with dividends, compounding returns.
Build Your Own ETF
ETFs charge fees and restrict control. Build your own Bro Billionaire basket with zero fees, custom weighting, and full tax control. Equal-weight historically wins.
Design. Rebalance. Compound. Beat The ETFs.