Asset Allocation
Find the right asset allocation for Kids
Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
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Performance Chart
The chart shows the growth of an initial investment of $10,000 in Kids, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.
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Returns By Period
| Position | 1D | 1M | 6M | YTD | 1Y | 3Y* | 5Y* | 10Y* | ALL TIME* |
|---|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | -0.19% | -0.76% | 7.25% | 8.73% | 18.21% | 17.95% | 11.30% | 13.09% | 8.08% |
Portfolio Kids | 0.63% | -19.21% | 92.63% | 139.14% | 354.19% | — | — | — | 249.21% |
| Portfolio components: | |||||||||
AMAT Applied Materials, Inc. | -0.75% | -14.81% | 61.16% | 105.07% | 178.07% | 58.07% | 31.77% | 36.36% | 20.75% |
AVGO Broadcom Inc. | 1.98% | -7.92% | 7.92% | 9.67% | 34.44% | 63.51% | 54.04% | 40.73% | 40.58% |
BE Bloom Energy Corporation | -8.33% | -40.09% | 31.81% | 126.79% | 688.56% | 123.84% | 54.27% | — | 34.30% |
CAT Caterpillar Inc. | -1.63% | -12.16% | 34.42% | 51.79% | 111.57% | 51.81% | 34.91% | 29.78% | 10.57% |
CCJ Cameco Corporation | -0.90% | -20.32% | -27.13% | -7.26% | 7.66% | 37.77% | 37.80% | 24.55% | 9.23% |
COST Costco Wholesale Corporation | -0.54% | -1.64% | -2.61% | 8.82% | -1.04% | 20.42% | 18.94% | 20.81% | 16.93% |
CW Curtiss-Wright Corporation | 0.17% | -8.15% | 6.88% | 28.70% | 45.56% | 55.08% | 43.83% | 23.94% | 16.21% |
EME EMCOR Group, Inc. | -0.02% | -11.02% | 6.60% | 21.81% | 31.82% | 57.90% | 44.10% | 31.20% | 20.96% |
FIX Comfort Systems USA, Inc. | 2.28% | -12.97% | 53.02% | 83.62% | 209.65% | 118.96% | 87.12% | 50.21% | 18.34% |
GE General Electric Company | -2.16% | -4.45% | 5.26% | 11.10% | 30.30% | 57.94% | 39.92% | 9.52% | 8.81% |
Monthly Returns
Based on dividend-adjusted daily data since Feb 24, 2025, Kids's average daily return is +0.54%, while the average monthly return is +11.34%. At this rate, an investment would double in approximately 0.5 years.
Historically, 78% of months were positive and 22% were negative. The best month was Apr 2026 with a return of +38.9%, while the worst month was Jul 2026 at -19.1%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 2 months.
On a daily basis, Kids closed higher 63% of trading days. The best single day was Apr 9, 2025 with a return of +13.3%, while the worst single day was Apr 3, 2025 at -11.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 37.62% | 9.18% | -5.46% | 38.92% | 24.53% | 20.32% | -19.12% | 139.14% | |||||
| 2025 | -3.50% | -7.97% | 1.46% | 17.31% | 17.00% | 7.28% | 2.16% | 34.45% | 21.56% | 4.63% | 3.76% | 140.51% |
Benchmark Metrics
Kids has an annualized alpha of 185.88%, beta of 1.90, and R2 of 0.48 versus S&P 500 Index. Calculated based on daily prices since February 24, 2025.
- This portfolio captured 1396.42% of S&P 500 Index gains but only 42.97% of its losses - a favorable profile for investors.
- R2 of 0.48 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 185.88%
- Beta
- 1.90
- R²
- 0.48
- Upside Capture
- 1,396.42%
- Downside Capture
- 42.97%
Expense Ratio
Kids has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
Risk / Return Rank
Kids ranks 99 for risk / return — in the top 99% of Portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below presents risk-adjusted performance metrics for Kids and compares them with S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 7.12 | 1.45 | +5.67 |
| Sortino ratioReturn per unit of downside risk | 5.16 | 2.03 | +3.13 |
| Omega ratioGain probability vs. loss probability | 1.73 | 1.26 | +0.46 |
| Calmar ratioReturn relative to maximum drawdown | 16.21 | 2.01 | +14.20 |
| Martin ratioReturn relative to average drawdown | 64.96 | 8.68 | +56.28 |
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Position | Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio |
|---|---|---|---|---|---|---|
AMAT Applied Materials, Inc. | 96 | 3.20 | 3.20 | 1.44 | 6.57 | 21.87 |
AVGO Broadcom Inc. | 68 | 0.73 | 1.28 | 1.16 | 1.21 | 2.49 |
BE Bloom Energy Corporation | 98 | 6.25 | 4.01 | 1.50 | 15.13 | 42.66 |
CAT Caterpillar Inc. | 96 | 2.95 | 3.58 | 1.45 | 6.00 | 21.63 |
CCJ Cameco Corporation | 51 | 0.14 | 0.64 | 1.07 | 0.21 | 0.53 |
COST Costco Wholesale Corporation | 40 | -0.05 | 0.06 | 1.01 | -0.06 | -0.14 |
CW Curtiss-Wright Corporation | 84 | 1.36 | 1.90 | 1.24 | 3.53 | 9.77 |
EME EMCOR Group, Inc. | 69 | 0.80 | 1.23 | 1.17 | 1.27 | 2.83 |
FIX Comfort Systems USA, Inc. | 98 | 3.68 | 3.85 | 1.50 | 11.11 | 35.03 |
GE General Electric Company | 73 | 0.95 | 1.44 | 1.18 | 1.46 | 3.90 |
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Dividends
Dividend yield
Kids provided a 0.34% dividend yield over the last twelve months.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.34% | 0.49% | 0.85% | 0.91% | 1.25% | 0.82% | 1.33% | 1.52% | 2.21% | 1.60% | 2.65% | 2.09% |
| Portfolio components: | ||||||||||||
AMAT Applied Materials, Inc. | 0.36% | 0.69% | 0.93% | 0.75% | 1.05% | 0.60% | 1.01% | 1.36% | 2.14% | 0.78% | 1.24% | 2.14% |
AVGO Broadcom Inc. | 0.67% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
BE Bloom Energy Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CAT Caterpillar Inc. | 0.89% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
CCJ Cameco Corporation | 0.20% | 0.19% | 0.22% | 0.20% | 0.39% | 0.29% | 0.46% | 0.67% | 0.53% | 4.33% | 3.82% | 3.24% |
COST Costco Wholesale Corporation | 0.57% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
CW Curtiss-Wright Corporation | 0.14% | 0.17% | 0.23% | 0.35% | 0.45% | 0.51% | 0.58% | 0.47% | 0.59% | 0.46% | 0.53% | 0.76% |
EME EMCOR Group, Inc. | 0.19% | 0.16% | 0.20% | 0.32% | 0.36% | 0.41% | 0.35% | 0.37% | 0.54% | 0.39% | 0.45% | 0.67% |
FIX Comfort Systems USA, Inc. | 0.15% | 0.21% | 0.28% | 0.41% | 0.49% | 0.49% | 0.81% | 0.79% | 0.76% | 0.68% | 0.83% | 0.88% |
GE General Electric Company | 0.49% | 0.47% | 0.67% | 0.25% | 0.38% | 0.34% | 0.37% | 4.12% | 4.89% | 4.81% | 2.94% | 2.95% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Kids. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Kids was 26.67%, occurring on Apr 4, 2025. Recovery took 25 trading sessions.
The current Kids drawdown is 21.52%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-26.67%Apr 2025 | 1mo 9d | 1mo 8d | 2mo 17dFeb 2025 - May 2025 | 2025 selloff2025 |
-22.02%Jul 2026 | 24d | — | 28dJun 2026 - now | — |
-15.67%Mar 2026 | 10d | 9d | 19dMar 2026 - Apr 2026 | — |
-14.36%Nov 2025 | 9d | 20d | 29dNov 2025 - Dec 2025 | — |
-13.03%Mar 2026 | 8d | 11d | 19dFeb 2026 - Mar 2026 | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 27 assets, with an effective number of assets of 14.01, reflecting the diversification based on asset allocation. Your allocation shows noticeable concentration: a few holdings carry significantly more weight than the rest. Rebalancing toward more even weights — or adding less correlated assets — could reduce risk.
Diversification Ratio
1Y | All Time | |
|---|---|---|
Diversification Ratio | 1.31 | 1.29 |
The portfolio has a diversification ratio of 1.29, in line with the typical range across portfolios. There's room to improve by adding less correlated assets.
Kids correlation to the S&P 500 Index
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2025 | 0.67 |
Benchmark Correlations
Correlation vs. S&P 500 Index. LRCX has the highest benchmark correlation at 0.66, while XOM has the lowest at -0.04.
Asset Correlations Table
Find what Kids is missing
See which holdings overlap, where Kids is concentrated, and which low-correlation assets could fill the gaps.
Analyze Diversification