Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AMZN Amazon.com, Inc | Consumer Cyclical | 16.67% |
HD The Home Depot, Inc. | Consumer Cyclical | 16.67% |
AAPL Apple Inc | Technology | 16.67% |
MSFT Microsoft Corporation | Technology | 16.67% |
CAT Caterpillar Inc. | Industrials | 16.67% |
DE Deere & Company | Industrials | 16.67% |
Find the right asset allocation for 2026 Stock to Bet On
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Performance Chart
The chart shows the growth of an initial investment of $10,000 in 2026 Stock to Bet On, 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
As of Jun 13, 2026, the 2026 Stock to Bet On returned 11.61% Year-To-Date and 26.00% of annualized return in the last 10 years.
| Position | 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.50% | 0.31% | 8.56% | 8.85% | 24.33% | 19.37% | 11.84% | 13.61% |
Portfolio 2026 Stock to Bet On | 0.16% | -1.20% | 11.61% | 9.39% | 29.58% | 22.24% | 16.99% | 26.00% |
| Portfolio components: | ||||||||
AAPL Apple Inc | -1.52% | -3.03% | 7.29% | 4.81% | 48.78% | 17.21% | 18.59% | 29.36% |
AMZN Amazon.com, Inc | -1.23% | -9.69% | 3.35% | 5.46% | 12.47% | 23.49% | 7.35% | 20.83% |
CAT Caterpillar Inc. | 1.44% | 2.51% | 59.62% | 52.94% | 157.79% | 57.16% | 35.17% | 31.33% |
DE Deere & Company | 1.55% | 2.79% | 24.40% | 19.88% | 14.81% | 14.77% | 12.54% | 23.07% |
HD The Home Depot, Inc. | 0.73% | 11.21% | -3.21% | -7.39% | -4.95% | 5.70% | 3.66% | 12.81% |
MSFT Microsoft Corporation | 0.10% | -7.19% | -18.85% | -17.98% | -17.07% | 6.16% | 9.56% | 24.39% |
Monthly Returns
Based on dividend-adjusted daily data since May 15, 1997, 2026 Stock to Bet On's average daily return is +0.10%, while the average monthly return is +2.08%. At this rate, an investment would double in approximately 2.8 years.
Historically, 64% of months were positive and 36% were negative. The best month was Jun 1998 with a return of +28.2%, while the worst month was Oct 2008 at -18.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, 2026 Stock to Bet On closed higher 55% of trading days. The best single day was Oct 13, 2008 with a return of +13.1%, while the worst single day was Mar 16, 2020 at -12.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.23% | 3.22% | -6.80% | 12.61% | 2.46% | -3.53% | 11.61% | ||||||
| 2025 | 3.71% | -3.82% | -6.11% | -1.81% | 7.78% | 5.14% | 5.29% | 0.25% | 3.19% | 5.59% | -1.84% | -1.30% | 16.12% |
| 2024 | 1.00% | 4.80% | 3.72% | -6.18% | 3.15% | 5.07% | 1.15% | 1.06% | 6.38% | -2.99% | 8.97% | -3.04% | 24.42% |
| 2023 | 7.38% | -3.40% | 5.73% | 0.17% | 1.35% | 10.72% | 4.03% | -0.28% | -6.54% | -2.31% | 9.22% | 6.61% | 35.94% |
| 2022 | -3.86% | -5.28% | 7.88% | -9.55% | -1.96% | -11.33% | 15.17% | -3.28% | -9.59% | 10.00% | 5.76% | -5.00% | -14.01% |
| 2021 | 2.09% | 4.16% | 6.29% | 5.14% | -2.04% | 2.46% | 1.55% | 3.46% | -6.33% | 8.09% | 2.99% | 2.51% | 33.97% |
Benchmark Metrics
2026 Stock to Bet On has an annualized alpha of 16.25%, beta of 1.12, and R2 of 0.71 versus S&P 500 Index. Calculated based on daily prices since May 15, 1997.
- This portfolio captured 178.41% of S&P 500 Index gains but only 98.48% of its losses - a favorable profile for investors.
- This portfolio generated an annualized alpha of 16.25% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.12 and R2 of 0.71, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 16.25%
- Beta
- 1.12
- R²
- 0.71
- Upside Capture
- 178.41%
- Downside Capture
- 98.48%
Expense Ratio
2026 Stock to Bet On 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
2026 Stock to Bet On ranks 37 for risk / return — below 37% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below presents risk-adjusted performance metrics for 2026 Stock to Bet On 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 | 1.79 | 1.86 | -0.07 |
| Sortino ratioReturn per unit of downside risk | 2.53 | 2.53 | -0.01 |
| Omega ratioGain probability vs. loss probability | 1.31 | 1.34 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | 2.53 | -0.04 |
| Martin ratioReturn relative to average drawdown | 10.10 | 11.37 | -1.27 |
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 |
|---|---|---|---|---|---|---|
AAPL Apple Inc | 87 | 2.07 | 2.93 | 1.38 | 3.40 | 8.47 |
AMZN Amazon.com, Inc | 53 | 0.40 | 0.76 | 1.09 | 0.55 | 1.29 |
CAT Caterpillar Inc. | 98 | 4.43 | 5.03 | 1.65 | 11.24 | 36.80 |
DE Deere & Company | 56 | 0.44 | 0.89 | 1.11 | 0.67 | 1.38 |
HD The Home Depot, Inc. | 30 | -0.30 | -0.29 | 0.97 | -0.25 | -0.50 |
MSFT Microsoft Corporation | 17 | -0.70 | -0.84 | 0.89 | -0.53 | -1.08 |
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Dividends
Dividend yield
2026 Stock to Bet On provided a 0.98% dividend yield over the last twelve months.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.98% | 1.03% | 1.06% | 1.11% | 1.19% | 0.99% | 1.20% | 1.51% | 1.72% | 1.45% | 2.00% | 2.25% |
| Portfolio components: | ||||||||||||
AAPL Apple Inc | 0.36% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
AMZN Amazon.com, Inc | 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. | 0.66% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
DE Deere & Company | 1.12% | 1.39% | 1.42% | 1.33% | 1.05% | 1.14% | 1.13% | 1.75% | 1.84% | 1.53% | 2.33% | 3.15% |
HD The Home Depot, Inc. | 2.82% | 2.67% | 2.31% | 2.41% | 2.41% | 1.59% | 2.26% | 2.49% | 2.40% | 1.88% | 2.06% | 1.78% |
MSFT Microsoft Corporation | 0.91% | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% |
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 2026 Stock to Bet On. 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 2026 Stock to Bet On was 53.79%, occurring on Nov 20, 2008. Recovery took 245 trading sessions.
The current 2026 Stock to Bet On drawdown is 3.83%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -53.79%Nov 2008 | 10mo 29d | 11mo 26d | 1y 10moDec 2007 - Nov 2009 |
Dot-com crash2000–2002 | -49.76%Oct 2000 | 9mo 17d | 2y 11mo | 3y 8moJan 2000 - Sep 2003 |
COVID crash2020 | -28.51%Mar 2020 | 1mo 6d | 2mo 15d | 3mo 21dFeb 2020 - Jun 2020 |
1998 bear market1998 | -25.07%Oct 1998 | 2mo 19d | 1mo 11d | 4moJul 1998 - Nov 1998 |
Bear market2022 | -24.36%Jun 2022 | 5mo 26d | 11mo 17d | 1y 5moJan 2022 - Jun 2023 |
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 6 assets, with an effective number of assets of 6.00, reflecting the diversification based on asset allocation. Your capital is spread almost evenly across your holdings, indicating a well-balanced allocation. Note that true diversification also depends on the correlations between assets — check the diversification ratio below.
Diversification Ratio
1Y | 3Y | 5Y | 10Y | All Time | |
|---|---|---|---|---|---|
Diversification Ratio | 1.80 | 1.51 | 1.43 | 1.35 | 1.46 |
The portfolio has a diversification ratio of 1.46, in line with the typical range across portfolios. There's room to improve by adding less correlated assets.
2026 Stock to Bet On correlation to the S&P 500 Index
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since May 15, 1997 | 0.81 |
Benchmark Correlations
Correlation vs. S&P 500 Index. MSFT has the highest benchmark correlation at 0.68, while DE has the lowest at 0.53.
Asset Correlations Table
Find what 2026 Stock to Bet On is missing
See which holdings overlap, where 2026 Stock to Bet On is concentrated, and which low-correlation assets could fill the gaps.
Analyze Diversification