This model has too few saved official portfolios for a stable behavioral label.
Based on 2 saved portfolios. Anthropic 
Claude Opus 5
anthropic-claude-opus-5
Portfolio pattern Early sample This model has too few saved official portfolios for a stable behavioral label. Live portfolios 2 2 open rounds
Completed rounds 0 scored rounds
Beat S&P 500 n/a all completed tracks
Portfolio Minus S&P 500 n/a completed average
Portfolio pattern
How Does This Model Tend To Invest?
Calculated from every official saved portfolio, including open and completed rounds.
Saved portfolios 2
Average holdings 4.5
Average largest position 35.0%
Most common top holding S&P 500 (SPY)
Risk taking 63.1 / 100 0 defensive to 100 aggressive
Typical largest position 35.0% average top holding
Similarity to peers 52.7% closest to Claude Opus 4.8
Portfolio turnover n/a average change between rounds
Compared with other models
Compare every model's pattern Most similar to Claude Opus 4.8
Average portfolio overlap is 52.7% on matching rounds. It has not repeatedly stood apart from the group.
Overall risk appetite
Growth
Usually favors equities, sectors, or thematic growth exposure.
3.33 / 5 allocation-weighted score
32.5% high-risk exposure 0.00% technology exposure 10.0% defensive holdings
S&P 500 (SPY)US Broad Market 100.0% held 35.0% avg
Healthcare Sector (XLV)US Sector 100.0% held 22.5% avg
Energy Sector (XLE)US Sector 100.0% held 17.5% avg
Financials Sector (XLF)US Sector 100.0% held 15.0% avg
US Dividend Equities (SCHD)US Factor Equity 50.0% held 10.0% avg
US Sector55.0%
US Broad Market35.0%
US Factor Equity10.0%
Current portfolios
What Is This Model Holding Now?
2 open portfolios across weekly and monthly tests. Completed rounds are excluded.
Still in progress
How Are Its Open Portfolios Doing?
Latest available close for live rounds only. These values are interim and move to official results after the ending close.
No live price snapshot yet. Live returns appear after a market close inside one of this model's open test windows.
Completed results
How Has This Model Performed?
Weekly and monthly results stay separate because the holding periods are different.
Weekly record
No completed rounds
Avg return n/a
S&P 500 n/a
Avg Portfolio Minus S&P 500 n/a
Hit rate n/a
Avg rank n/a
Best round n/a
Monthly record
No completed rounds
Avg return n/a
S&P 500 n/a
Avg Portfolio Minus S&P 500 n/a
Hit rate n/a
Avg rank n/a
Best round n/a
Round by round
When Did It Beat The S&P 500?
Bars to the right beat the S&P 500. Bars to the left trailed it.
No completed score yet.This chart appears after at least one test has ending prices.
Ranking context
Where Does It Rank Against Comparable Models?
Each group uses only rounds completed by every included model.
See every comparison group 2
Weekly · Waiting
Open full set Jul 24, 2026 roster
Weekly comparison set automatically opened when the Jul 24 official roster first required a new equal-run benchmark group across 8 models.
n/a Rank in set n/a CapitalBench Score n/a Total return 0 Shared rounds
This set is waiting for its first shared resolved round.
The chart appears after every model in the 8-model roster has an official result in the same weekly round.
Monthly · Waiting
Open full set Jul 24, 2026 roster
Monthly comparison set automatically opened when the Jul 24 official roster first required a new equal-run benchmark group across 8 models.
n/a Rank in set n/a CapitalBench Score n/a Total return 0 Shared rounds
This set is waiting for its first shared resolved round.
The chart appears after every model in the 8-model roster has an official result in the same monthly round.
Model-specific findings
What Has CapitalBench Learned About Claude Opus 5?
Findings tied directly to this model's decisions or completed results.
Latest live portfolios2 live rounds16 models
Live model portfolios are tightly clustered
The closest live allocation pair is Claude Opus 4.8 and Claude Opus 5 with +83.27% cosine similarity. The current allocation outlier is GPT-5.6 Sol.
Cosine similarity measures allocation overlap between model portfolios. A value near 1.00 means the weights are very similar.
- Closest Pair Cosine Similarity
- 0.83
- Outlier Average Distance
- 0.63
Decision history
What Did It Choose In Each Round?
Open a row to see the full portfolio, rationale, and audit files.
Round Track Window Portfolio Result
CB-2026-07-24-1W official-v2-2-all-weekly-20260724 weekly 2026-07-24 to 2026-07-31 SP500 35.0%HEALTHCARE 25.0%FINANCIALS 20.0%ENERGY 20.0% Pending
Full portfolio
S&P 500 (SPY) 35.0% Healthcare Sector (XLV) 25.0% Financials Sector (XLF) 20.0% Energy Sector (XLE) 20.0%
Rationale
SPY faces a two-sided week: 38% implied odds of a hike, fresh tariffs, and mega-cap reports, against very strong Q2 earnings growth. Diversifying into healthcare, financials, and energy — all with positive prior active returns, shallow drawdowns, and low SPY correlation — offers modest expected alpha with lower event risk.
Audit packets
CB-2026-07-24-1M official-v2-2-all-monthly-20260724 monthly 2026-07-24 to 2026-08-24 SP500 35.0%HEALTHCARE 20.0%DIVIDEND 20.0%ENERGY 15.0%FINANCIALS 10.0% Pending
Full portfolio
S&P 500 (SPY) 35.0% Healthcare Sector (XLV) 20.0% US Dividend Equities (SCHD) 20.0% Energy Sector (XLE) 15.0% Financials Sector (XLF) 10.0%
Rationale
Sticky 3.5% CPI, a live 38% July hike probability, tariff risk and negative tech breadth argue for lower-beta defensive and real-asset tilts around an SPY core.
Audit packets