OCONS7 · EquitiesT2ConvictionKYCS 0.26
Consumer & Mobility 7
A cross-section of US consumer behavior. Costco for the bulk-staples loyalty machine. Netflix for streaming pricing power. Coca-Cola as the textbook defensive holding. Uber for the mobility duopoly outcome. PayPal as the legacy payments rebound bet. Rivian for the EV-platform call option. GameStop kept small because narrative momentum is its own asset class. Not pure defensive, not pure growth, deliberately mixed.
Launch NAV
450.00USD
Static reference NAV from the methodology rulebook. Live NAV, order book and depth are available on the trade view.
Family
Equities
Risk profile
Moderate
Weighting
Liq · 25% cap
Constituents
7
Backtest summary
1653d window
Sharpe
0.26
Max drawdown
−48.7%
Annualised vol
+21.6%
Beta vs BTC
0.17
Total return
+28.0%
BTC reference · Sharpe 0.33, MaxDD -76.6%
OCBE100 reference · Sharpe 0.34, MaxDD -61.1%
95% VaR
1-week−6%
1-month−11%
Max expected loss, 95% confidence, historical.
Performance across timeframes
WindowReturnSharpevs BTCAll (2y)+28.0%0.26+0.171 year−9.1%-0.76+0.076 months−2.9%-0.48+0.203 months+3.6%1.24-2.49
BTC reference · all 0.33 · 1y -0.83 · 6m -0.68 · 3m 3.41 · 1m -0.21
Constituents
7 assets
Weights · sorted high to low
| Symbol | Weight |
|---|---|
| COSTon | 22% |
| NFLXon | 20% |
| KOon | 18% |
| UBERon | 13% |
| PYPLon | 11% |
| RIVNon | 9% |
| GMEon | 7% |
Further reading
Tokenized-equity trading
Single stocks route through Dinari, ETF coverage through Backed Finance, settling on Base once KYC clears. The live execution surface for the equity family arrives with v2 of OLTA · composition, backtest and NAV above reflect the current methodology.