# US-Japan Deal Tracker

![US-Japan Deal Tracker portfolio by Khusan Akramko](https://start.joinautopilot.com/images/portfolios/us-japan-deal-tracker-by-khusan-akramko.jpg)

US-Japan Deal Tracker portfolio by Khusan Akramko https://start.joinautopilot.com/images/portfolios/us-japan-deal-tracker-by-khusan-akramko.jpg

US-Japan Deal Tracker is a public portfolio, portfolio key 989748, piloted by Khusan Akramko.

## Capital on Autopilot

$104,578

## Returns

Returns as of November 4, 2026.

Started April 1, 2026.

as_of: 2026-11-04

start: 2026-04-01

How returns are calculated: https://start.joinautopilot.com/strategies/methodology

| Timeframe | Return |
| --- | --- |
| Month | +12.9% |
| 3 months | +2.5% |
| YTD | n/a |
| 1 year | n/a |
| Since start | +8.4% |

The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Performance figures are shown net of advisory fees, calculated using the applicable subscription fee and an assumed $50,000 account size. Because subscription fees are flat rather than asset-based, accounts smaller than $50,000 would experience a higher effective fee percentage and lower net performance, while larger accounts would experience a lower effective fee percentage. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios.

## S&P 500 (SPY, with dividends)

as_of: 2026-11-04

| Timeframe | S&P 500 |
| --- | --- |
| Month | -1.0% |
| 3 months | -0.34% |
| YTD | n/a |
| 1 year | n/a |
| Since start | +17.8% |

The S&P 500 is shown using the SPDR S&P 500 ETF Trust (SPY): its price change plus the dividends it paid, counted as cash and not reinvested, the same way Portfolio returns count dividends, over the same dates as each Portfolio. It is shown for comparison only: it has no Autopilot advisory fee, it is not a Portfolio on Autopilot, and past performance does not guarantee future results.

## Holdings

Weight in the US-Japan Deal Tracker, as of November 5, 2026.

| Holding | Weight |
| --- | --- |
| V.F. Corporation (VFC) | 26.9% |
| Invesco S&P 500 Equal Weight ETF (RSP) | 24.8% |
| Sprott Funds Trust Sprott Critical Materials ETF (SETM) | 12.8% |
| Other 4 holdings | 35.5% |

See all holdings in the Autopilot app: https://link.joinautopilot.com/eXKr?af_web_dp=https%3A%2F%2Fmarketplace.joinautopilot.com%2Flanding%2F4208%2F989748%3Freferrer%3DAP&referrer=AP&c=us-japan-deal-tracker-989748&af_sub1=holdings

Individual stocks shown are illustrative and not a recommendation.

holdings_as_of: 2026-11-05

## Pilot subscription

Khusan Akramko subscription: $29.99 quarterly · $99.99 yearly

One subscription covers every portfolio from this Pilot.

## About

The US and Japan signed the largest bilateral investment framework in recent history: $550 billion across nuclear energy, critical minerals, and power infrastructure. The deal is structured in tranches, with deployments rolling out through 2029. Official signing documents name specific companies with specific dollar amounts. Members of Congress on oversight committees have been filing stock trades in several of those companies since the first ceremony. This portfolio tracks the companies named in the deal, weighted by commitment size, contract certainty, and financial health. It rebalances when new bilateral documents are signed, not on market noise.

The source documents are public. The Joint Fact Sheet for Japan-U.S. Investment (Oct 28, 2025) names every energy company in the deal with dollar commitments up to $125 billion per company. The Critical Minerals Fact Sheet (Mar 14, 2026) lists 13 mining projects across the US, Australia, Brazil, Canada, Namibia, and the UAE. The USTR Action Plan (Mar 19, 2026) covers critical mineral trade policy. Japanese Ministry of Foreign Affairs records document the signing ceremonies. White House Fact Sheets cover each summit. Congressional trade data is pulled daily from House and Senate clerk websites. Full analysis published at politraders.com/blog

## Invest

https://link.joinautopilot.com/eXKr?af_web_dp=https%3A%2F%2Fmarketplace.joinautopilot.com%2Flanding%2F4208%2F989748%3Freferrer%3DAP&referrer=AP&c=us-japan-deal-tracker-989748&af_sub1=invest

## ChatGPT

ask_in_chatgpt: https://chatgpt.com/?q=How%20has%20the%20US-Japan%20Deal%20Tracker%20on%20Autopilot%20done%2C%20what%20does%20it%20hold%2C%20and%20how%20does%20it%20compare%20with%20the%20S%26P%20500%3F
chatgpt_app: https://chatgpt.com/plugins/plugin_asdk_app_6ad62c25baf8819195507e790b790a17

## Files

- [JSON](https://start.joinautopilot.com/strategies/us-japan-deal-tracker-989748.json)
- [HTML](https://start.joinautopilot.com/strategies/us-japan-deal-tracker-989748)
- [Agent text](https://start.joinautopilot.com/strategies/us-japan-deal-tracker-989748/agent)

## Disclosure

Khusan Akramko is an independent Third-Party Pilot and is not an employee, agent of, or supervised by Autopilot. Third-Party Pilots are not investment advisers or regulated or licensed by the SEC or other regulators, owe you no fiduciary duty, and do not provide personalized recommendations or investment advice or ensure suitability for your circumstances. Autopilot doesn't manage, validate, or guarantee this Pilot's portfolios. Learn more: https://start.joinautopilot.com/legal/thirdpartypilots#third-party-pilots

Autopilot Advisers, LLC is an SEC-registered investment adviser (CRD 331749). Past performance does not guarantee future results. This is published data, not a recommendation, not a ranking, and not an order. View important info at [https://joinautopilot.com/disclaimer](https://joinautopilot.com/disclaimer).