JUPPITR10
Fund I
Reg D 506(b) · LP
NAV
$35,366
Day
+3.78%
ITD
+38.22%
vs S&P
+24.32%
Snapshot
Oct 9, 2026
Friday close
Dashboard xSPI Board About Sign in
Performance · Inception to date

Methodology outperforms S&P 500 by +24.32%.

Methodology
+38.22% $35,366
S&P 500
+13.90% matched $
Outperformance
2.75× target 3.0×
Methodology NAV
S&P 500
Beat
Drawdown
Phase
Scale
wk 40 · paper
Inception
2026-01-02
280 days
Positions
25 / 25
10 core · 15 sleeve
Cost basis
$25,000
$1,000 per name
Cash
$812
2.3% 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
+12.98%
Industrials, materials, and energy infrastructure. Cash-flow durable, capex-cycle correlated, dividend-anchored.
Stocks
10
Cost
$10,000
Allocation
32%
xSPI med.
7.63
— Sleeve · Tech-Moat Overlay
The Asymmetric Layer
+55.04%
Defense primes, healthcare leaders, AI/cybersecurity, and select biotech. Moat-graded, watch-listed quarterly.
Stocks
15
Cost
$15,000
Allocation
66%
xSPI med.
7.66

Milestones

Months beating S&P
2 of 6 · 33%
2
/ 6
Trailing rolling window · need a streak.
APRMAYJUNJULAUGSEP
Gain rate · target 66.7%
7 of 9 months · ON PACE
77.8%
/ 66.7%
Rolling 18-month window · need 12 of 18 minimum to advance.
JANAPRJULOCT
Outperformance vs S&P
2.75× of 3.0× · 91.7%
2.75×
/ 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
19.6%
6.1%
6.9%
10.9%
38.3%
18.2%
2.3%
Industrials
19.6%
$6,789 · target 20
Materials
6.1%
$2,119 · target 12
Energy
6.9%
$2,390 · target 8
Defense
10.9%
$3,761 · target 16
Healthcare
38.3%
$13,220 · target 24
Tech/AI
18.2%
$6,274 · target 20
Cash
2.3%
$812 · cap 5%
Deployed vs Cash
— operational position
Deployed
$34,554
97.7% · 25 positions
Cash
$812
2.3% · 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