Three 32s PORTFOLIOSLAB

Asset Allocation

Position	Category/Sector	Target Weight
ACFN Acorn Energy, Inc.	Technology	3.70%
ADOOY Adaro Energy Tbk PT ADR	Energy	3.70%
ANET Arista Networks, Inc.	Technology	3.70%
APLD Applied Digital Corporation	Financial Services	3.70%
ARES Ares Management Corporation	Financial Services	3.70%
ATEYY Advantest Corp DRC	Technology	3.70%
ATLC Atlanticus Holdings Corporation	Financial Services	3.70%
AVGO Broadcom Inc.	Technology	3.70%
AXON Axon Enterprise, Inc.	Industrials	3.70%
CCOEY Capcom Co Ltd ADR	Communication Services	3.70%
COKE Coca-Cola Consolidated, Inc.	Consumer Defensive	3.70%
CORT Corcept Therapeutics Incorporated	Healthcare	3.70%
ESOA Energy Services Of America Corp	Industrials	3.70%
FICO Fair Isaac Corporation	Technology	3.70%
FIX Comfort Systems USA, Inc.	Industrials	3.70%
FTNT Fortinet, Inc.	Technology	3.70%
HUBS HubSpot, Inc.	Technology	3.70%
IESC IES Holdings, Inc.	Industrials	3.70%
JPSWY Japan Steel Works Ltd ADR	Industrials	3.70%
NOW ServiceNow, Inc	Technology	3.70%
NVDA NVIDIA Corporation	Technology	3.70%
NVMI Nova Ltd	Technology	3.70%
RNMBY Rheinmetall AG ADR	Industrials	3.70%
SMID Smith-Midland Corporation	Basic Materials	3.70%
STRL Sterling Construction Company, Inc.	Industrials	3.70%
TPL Texas Pacific Land Corporation	Energy	3.70%
TSLA Tesla, Inc.	Consumer Cyclical	3.70%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Three 32s PORTFOLIOSLAB, 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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The earliest data available for this chart is Jul 24, 2025, corresponding to the inception date of ACFN

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-4.18%	-3.84%	-1.98%	21.98%	16.86%	10.37%	12.29%
Portfolio Three 32s PORTFOLIOSLAB	-0.42%	-8.37%	5.43%	-2.32%	—	—	—	—
Portfolio components:
ACFN Acorn Energy, Inc.	6.34%	-20.81%	13.91%	-41.26%	—	—	—	—
ADOOY Adaro Energy Tbk PT ADR	0.00%	6.75%	53.63%	52.60%	60.70%	17.88%	37.46%	25.56%
ANET Arista Networks, Inc.	1.47%	-6.04%	-3.32%	-12.93%	77.75%	44.56%	45.76%	41.41%
APLD Applied Digital Corporation	0.29%	-14.28%	0.16%	-7.43%	333.92%	118.64%	77.86%	76.51%
ARES Ares Management Corporation	-3.19%	-10.66%	-35.76%	-31.10%	-18.54%	10.98%	15.80%	26.24%
ATEYY Advantest Corp DRC	-5.81%	-17.91%	7.37%	27.06%	234.17%	83.54%	42.69%	51.60%
ATLC Atlanticus Holdings Corporation	-1.16%	-6.60%	-20.16%	-5.78%	13.80%	25.58%	11.93%	32.73%
AVGO Broadcom Inc.	0.34%	-0.73%	-8.93%	-6.67%	105.89%	72.07%	48.84%	38.50%
AXON Axon Enterprise, Inc.	-2.54%	-27.55%	-27.31%	-42.31%	-23.51%	21.99%	23.61%	36.33%
CCOEY Capcom Co Ltd ADR	-2.16%	-8.77%	-7.50%	-26.79%	-12.36%	5.88%	5.51%	13.89%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jul 25, 2025, Three 32s PORTFOLIOSLAB's average daily return is +0.09%, while the average monthly return is +1.46%. At this rate, your investment would double in approximately 4.0 years.

Historically, 70% of months were positive and 30% were negative. The best month was Sep 2025 with a return of +8.9%, while the worst month was Mar 2026 at -8.2%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 2 months.

On a daily basis, Three 32s PORTFOLIOSLAB closed higher 55% of trading days. The best single day was Feb 6, 2026 with a return of +5.8%, while the worst single day was Nov 6, 2025 at -4.0%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	6.09%	7.58%	-8.24%	0.67%									5.43%
2025							2.47%	3.27%	8.86%	5.29%	-7.27%	-4.11%	7.85%

Benchmark Metrics

Three 32s PORTFOLIOSLAB has an annualized alpha of 13.40%, beta of 1.64, and R² of 0.63 versus S&P 500 Index. Calculated based on daily prices since July 25, 2025.

This portfolio captured 170.67% of S&P 500 Index gains but only 49.26% of its losses — a favorable profile for investors.
This portfolio generated an annualized alpha of 13.40% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
Beta of 1.64 means this portfolio moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

Alpha: 13.40%

Beta: 1.64

R²: 0.63

Upside Capture: 170.67%

Downside Capture: 49.26%

Expense Ratio

Three 32s PORTFOLIOSLAB 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.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Return / Risk — by metrics

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
ACFN Acorn Energy, Inc.	—	—	—	—	—	—
ADOOY Adaro Energy Tbk PT ADR	75	1.01	1.73	1.29	2.26	4.40
ANET Arista Networks, Inc.	73	1.08	1.68	1.21	2.17	4.76
APLD Applied Digital Corporation	92	2.35	3.04	1.38	6.03	13.73
ARES Ares Management Corporation	13	-0.68	-0.75	0.90	-0.59	-1.46
ATEYY Advantest Corp DRC	94	3.22	3.35	1.42	6.59	19.59
ATLC Atlanticus Holdings Corporation	40	0.02	0.40	1.05	0.13	0.25
AVGO Broadcom Inc.	84	1.76	2.49	1.32	3.08	7.50
AXON Axon Enterprise, Inc.	21	-0.49	-0.45	0.94	-0.44	-0.89
CCOEY Capcom Co Ltd ADR	27	-0.33	-0.20	0.97	-0.30	-0.53

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for Three 32s PORTFOLIOSLAB. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

Three 32s PORTFOLIOSLAB provided a 0.79% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	0.79%	0.93%	2.22%	1.41%	0.74%	0.36%	0.72%	0.79%	0.69%	0.92%	1.05%	0.64%
Portfolio components:
ACFN Acorn Energy, 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%
ADOOY Adaro Energy Tbk PT ADR	12.54%	16.18%	51.11%	28.65%	9.32%	1.97%	7.86%	3.87%	3.56%	4.51%	3.89%	4.83%
ANET Arista Networks, 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%
APLD Applied Digital 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%
ARES Ares Management Corporation	5.42%	3.29%	2.10%	2.59%	3.57%	2.31%	3.40%	3.59%	7.50%	5.65%	4.32%	6.81%
ATEYY Advantest Corp DRC	0.00%	0.11%	0.22%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	1.18%	1.24%	0.00%
ATLC Atlanticus Holdings 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%
AVGO Broadcom Inc.	0.79%	0.70%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%
AXON Axon Enterprise, 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%
CCOEY Capcom Co Ltd ADR	0.00%	0.64%	0.53%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.73%	0.97%	0.00%

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 Three 32s PORTFOLIOSLAB. 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 Three 32s PORTFOLIOSLAB was 13.30%, occurring on Nov 20, 2025. Recovery took 64 trading sessions.

The current Three 32s PORTFOLIOSLAB drawdown is 8.70%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-13.3%	Oct 30, 2025	16	Nov 20, 2025	64	Feb 25, 2026	80
-12.72%	Mar 3, 2026	20	Mar 30, 2026	—	—	—
-3.68%	Oct 9, 2025	2	Oct 10, 2025	10	Oct 24, 2025	12
-3.44%	Aug 14, 2025	5	Aug 20, 2025	4	Aug 26, 2025	9
-3.36%	Sep 23, 2025	3	Sep 25, 2025	7	Oct 6, 2025	10

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 27.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	ADOOY	COKE	JPSWY	FICO	RNMBY	SMID	TPL	ACFN	CORT	HUBS	NOW	ATLC	CCOEY	ESOA	FTNT	ARES	AXON	APLD	TSLA	AVGO	NVDA	ANET	IESC	NVMI	STRL	ATEYY	FIX	Portfolio
Benchmark	1.00	0.04	0.04	-0.08	0.23	0.20	0.31	0.23	0.21	0.35	0.26	0.25	0.42	0.38	0.46	0.43	0.46	0.38	0.45	0.60	0.56	0.61	0.53	0.51	0.61	0.57	0.67	0.61	0.79
ADOOY	0.04	1.00	-0.02	0.00	0.06	0.15	-0.01	0.08	0.04	0.10	0.04	0.07	0.04	0.08	0.02	0.07	0.08	-0.02	0.06	-0.01	-0.04	0.10	0.06	-0.05	-0.00	-0.01	0.04	0.01	0.14
COKE	0.04	-0.02	1.00	0.04	0.08	0.08	0.01	0.03	-0.02	0.09	-0.05	-0.04	-0.03	0.04	0.04	-0.10	-0.11	-0.05	-0.08	0.09	-0.06	-0.04	-0.17	-0.07	-0.03	-0.02	-0.04	0.03	0.03
JPSWY	-0.08	0.00	0.04	1.00	-0.04	0.05	-0.09	-0.12	0.03	-0.08	0.02	0.03	-0.15	-0.07	-0.06	0.01	-0.00	0.15	-0.02	-0.02	-0.04	0.09	-0.04	0.03	0.02	-0.07	-0.14	-0.01	0.07
FICO	0.23	0.06	0.08	-0.04	1.00	0.03	0.13	0.06	0.11	0.20	0.32	0.32	0.17	0.16	0.10	0.34	0.15	0.14	-0.03	0.09	0.03	-0.06	0.09	-0.03	-0.04	-0.13	0.14	-0.11	0.22
RNMBY	0.20	0.15	0.08	0.05	0.03	1.00	0.05	0.11	0.17	0.10	0.16	0.10	0.01	0.15	0.06	0.12	0.12	0.19	0.25	0.11	0.14	0.16	0.16	0.15	0.13	0.18	0.24	0.19	0.35
SMID	0.31	-0.01	0.01	-0.09	0.13	0.05	1.00	0.25	0.21	0.03	0.13	0.15	0.23	0.18	0.17	0.17	0.26	0.08	0.00	0.14	0.10	0.01	0.16	0.16	0.14	0.16	0.21	0.15	0.30
TPL	0.23	0.08	0.03	-0.12	0.06	0.11	0.25	1.00	0.06	0.13	-0.04	-0.07	-0.03	0.20	0.24	0.05	0.16	0.10	0.18	0.14	0.11	0.10	0.10	0.26	0.29	0.25	0.23	0.26	0.34
ACFN	0.21	0.04	-0.02	0.03	0.11	0.17	0.21	0.06	1.00	0.10	0.11	0.11	0.11	0.18	0.18	0.21	0.23	0.22	0.11	0.11	0.18	0.22	0.17	0.25	0.16	0.18	0.11	0.21	0.40
CORT	0.35	0.10	0.09	-0.08	0.20	0.10	0.03	0.13	0.10	1.00	0.13	0.11	0.04	0.17	0.17	0.20	0.19	0.06	0.21	0.16	0.09	0.11	0.15	0.16	0.25	0.20	0.30	0.21	0.32
HUBS	0.26	0.04	-0.05	0.02	0.32	0.16	0.13	-0.04	0.11	0.13	1.00	0.72	0.17	0.15	0.06	0.53	0.29	0.37	0.02	0.13	0.03	-0.00	0.12	-0.04	-0.03	-0.09	0.16	-0.11	0.25
NOW	0.25	0.07	-0.04	0.03	0.32	0.10	0.15	-0.07	0.11	0.11	0.72	1.00	0.21	0.15	0.06	0.53	0.24	0.33	-0.01	0.18	0.08	0.02	0.11	-0.10	-0.03	-0.16	0.10	-0.13	0.24
ATLC	0.42	0.04	-0.03	-0.15	0.17	0.01	0.23	-0.03	0.11	0.04	0.17	0.21	1.00	0.12	0.17	0.23	0.39	0.20	0.16	0.29	0.26	0.20	0.14	0.18	0.20	0.23	0.18	0.20	0.33
CCOEY	0.38	0.08	0.04	-0.07	0.16	0.15	0.18	0.20	0.18	0.17	0.15	0.15	0.12	1.00	0.13	0.25	0.20	0.25	0.22	0.21	0.22	0.19	0.18	0.22	0.29	0.20	0.31	0.22	0.40
ESOA	0.46	0.02	0.04	-0.06	0.10	0.06	0.17	0.24	0.18	0.17	0.06	0.06	0.17	0.13	1.00	0.14	0.29	0.11	0.16	0.32	0.16	0.19	0.33	0.31	0.36	0.38	0.39	0.36	0.49
FTNT	0.43	0.07	-0.10	0.01	0.34	0.12	0.17	0.05	0.21	0.20	0.53	0.53	0.23	0.25	0.14	1.00	0.31	0.27	0.21	0.30	0.22	0.23	0.29	0.13	0.17	0.17	0.31	0.19	0.45
ARES	0.46	0.08	-0.11	-0.00	0.15	0.12	0.26	0.16	0.23	0.19	0.29	0.24	0.39	0.20	0.29	0.31	1.00	0.31	0.22	0.28	0.18	0.23	0.23	0.24	0.33	0.24	0.31	0.21	0.48
AXON	0.38	-0.02	-0.05	0.15	0.14	0.19	0.08	0.10	0.22	0.06	0.37	0.33	0.20	0.25	0.11	0.27	0.31	1.00	0.33	0.21	0.28	0.34	0.35	0.33	0.24	0.30	0.28	0.30	0.55
APLD	0.45	0.06	-0.08	-0.02	-0.03	0.25	0.00	0.18	0.11	0.21	0.02	-0.01	0.16	0.22	0.16	0.21	0.22	0.33	1.00	0.35	0.33	0.41	0.37	0.39	0.43	0.48	0.45	0.42	0.58
TSLA	0.60	-0.01	0.09	-0.02	0.09	0.11	0.14	0.14	0.11	0.16	0.13	0.18	0.29	0.21	0.32	0.30	0.28	0.21	0.35	1.00	0.35	0.42	0.37	0.29	0.45	0.38	0.45	0.40	0.56
AVGO	0.56	-0.04	-0.06	-0.04	0.03	0.14	0.10	0.11	0.18	0.09	0.03	0.08	0.26	0.22	0.16	0.22	0.18	0.28	0.33	0.35	1.00	0.57	0.53	0.41	0.51	0.43	0.46	0.53	0.55
NVDA	0.61	0.10	-0.04	0.09	-0.06	0.16	0.01	0.10	0.22	0.11	-0.00	0.02	0.20	0.19	0.19	0.23	0.23	0.34	0.41	0.42	0.57	1.00	0.48	0.38	0.52	0.48	0.47	0.52	0.59
ANET	0.53	0.06	-0.17	-0.04	0.09	0.16	0.16	0.10	0.17	0.15	0.12	0.11	0.14	0.18	0.33	0.29	0.23	0.35	0.37	0.37	0.53	0.48	1.00	0.35	0.45	0.45	0.53	0.50	0.59
IESC	0.51	-0.05	-0.07	0.03	-0.03	0.15	0.16	0.26	0.25	0.16	-0.04	-0.10	0.18	0.22	0.31	0.13	0.24	0.33	0.39	0.29	0.41	0.38	0.35	1.00	0.52	0.74	0.43	0.75	0.64
NVMI	0.61	-0.00	-0.03	0.02	-0.04	0.13	0.14	0.29	0.16	0.25	-0.03	-0.03	0.20	0.29	0.36	0.17	0.33	0.24	0.43	0.45	0.51	0.52	0.45	0.52	1.00	0.55	0.57	0.63	0.64
STRL	0.57	-0.01	-0.02	-0.07	-0.13	0.18	0.16	0.25	0.18	0.20	-0.09	-0.16	0.23	0.20	0.38	0.17	0.24	0.30	0.48	0.38	0.43	0.48	0.45	0.74	0.55	1.00	0.53	0.80	0.68
ATEYY	0.67	0.04	-0.04	-0.14	0.14	0.24	0.21	0.23	0.11	0.30	0.16	0.10	0.18	0.31	0.39	0.31	0.31	0.28	0.45	0.45	0.46	0.47	0.53	0.43	0.57	0.53	1.00	0.48	0.70
FIX	0.61	0.01	0.03	-0.01	-0.11	0.19	0.15	0.26	0.21	0.21	-0.11	-0.13	0.20	0.22	0.36	0.19	0.21	0.30	0.42	0.40	0.53	0.52	0.50	0.75	0.63	0.80	0.48	1.00	0.70
Portfolio	0.79	0.14	0.03	0.07	0.22	0.35	0.30	0.34	0.40	0.32	0.25	0.24	0.33	0.40	0.49	0.45	0.48	0.55	0.58	0.56	0.55	0.59	0.59	0.64	0.64	0.68	0.70	0.70	1.00

The correlation results are calculated based on daily price changes starting from Jul 25, 2025