← All strategies

Becky 10 (lifestyle brands)

✕ Avoid

Fixed basket — ADBE, AAPL, CMG, ETSY, META, LULU, NFLX, PINS, PTON, SHOP

The 'Basic Becky' meme portfolio — Trackinsight's S&P Becky 10 of premium lifestyle brands sold to affluent women: Adobe, Apple, Chipotle, Etsy, Meta, Lululemon, Netflix, Pinterest, Peloton and Shopify. Buy and hold, equal weight.

Tested offline (manage.py rolling_backtest) — no in-app backtest.

How it works

An illustration of the rules on made-up prices, not real data.

Long-run result — Jan 2021–Oct 2026, after the list was published

Annual return

-0.6%

SPY 15.0%

Worst drawdown

-57.6%

SPY -24.5%

Reproduces the famous +1,000% for 2015–20, but from the day the list was fixed it lost money while SPY made 15%/yr — and trailed consumer discretionary (XLY) and QQQ too.

Growth of $100,000 vs the same amount in SPY, 2021–2026

From the latest backtest run (to 2026-10-19): -0.4%/yr vs SPY 14.7%/yr; worst drop -57.6% vs -24.5%. Log scale, so equal percentage moves look the same size. Hover for values.

Rules

  1. Hold all ten stocks in equal weight (Pinterest and Peloton join after their 2019 IPOs)
  2. Rebalance back to equal weight each April
  3. No exits, no timing

Assessment

  • + Simple, low-turnover — one decision a year
  • + Brands with pricing power and loyal customers
  • + Famous for +1,079% vs the S&P 500's +84% over 2015–2020
  • − That record was picked in hindsight — the list was drawn up after these names had already won
  • − Concentrated in consumer discretionary and growth tech — no diversification
  • − Peloton, Etsy, Pinterest and Lululemon collapsed after the 2020–21 boom