JUPPITR10
Fund I
Reg D 506(b) · LP
NAV
$29,692
Day
+0.88%
ITD
+15.52%
vs S&P
+5.07%
Snapshot
Jul 10, 2026
Friday close
Dashboard xSPI Board About Sign in
Performance · Inception to date

Methodology outperforms S&P 500 by +5.07%.

Methodology
+15.52% $29,692
S&P 500
+10.45% matched $
Outperformance
1.48× target 3.0×
Methodology NAV
S&P 500
Beat
Drawdown
Phase
Scale
wk 27 · paper
Inception
2026-01-02
189 days
Positions
25 / 25
10 core · 15 sleeve
Cost basis
$25,000
$1,000 per name
Cash
$812
2.7% of capital
xSPI median
7.63
floor 7.50
Locked tier
3 / 25
≥ 8.50 score

Core & Sleeve

Industrial Spine and Tech-Moat Overlay
— Core · Industrial Spine
The Compounding Backbone
+19.27%
Industrials, materials, and energy infrastructure. Cash-flow durable, capex-cycle correlated, dividend-anchored.
Stocks
10
Cost
$10,000
Allocation
40%
xSPI med.
7.63
— Sleeve · Tech-Moat Overlay
The Asymmetric Layer
+13.03%
Defense primes, healthcare leaders, AI/cybersecurity, and select biotech. Moat-graded, watch-listed quarterly.
Stocks
15
Cost
$15,000
Allocation
57%
xSPI med.
7.66

Milestones

Months beating S&P
1 of 6 · 17%
1
/ 6
Trailing rolling window · need a streak.
JANFEBMARAPRMAYJUN
Gain rate · target 66.7%
5 of 6 months · ON PACE
83.3%
/ 66.7%
Rolling 18-month window · need 12 of 18 minimum to advance.
JANAPRJULOCT
Outperformance vs S&P
1.48× of 3.0× · 49.5%
1.48×
/ 3.00×
Cumulative · trending toward the gate.
0× 1.0× 2.0× 3.0× target

Allocation

Six sector buckets · ±5% drift band · cash operational
By Sector
— actuals against drift band
25.2%
8.0%
8.1%
14.4%
26.9%
17.4%
2.7%
Industrials
25.2%
$7,264 · target 20
Materials
8.0%
$2,315 · target 12
Energy
8.1%
$2,347 · target 8
Defense
14.4%
$4,146 · target 16
Healthcare
26.9%
$7,775 · target 24
Tech/AI
17.4%
$5,033 · target 20
Cash
2.7%
$812 · cap 5%
Deployed vs Cash
— operational position
Deployed
$28,880
97.3% · 25 positions
Cash
$812
2.7% · operational
Cash position remains within operational band (target ≤ 5%). Reinvestment cadence runs quarterly against dividend distributions, deferred into existing core names by xSPI rank.

Top Movers

Inception-to-date · all 25 positions · sorted by gain
Holdings · best to worst
All Core Sleeve