My stocks
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in My stocks, 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 Quarterly
The earliest data available for this chart is Nov 19, 2014, corresponding to the inception date of PGRE
Returns By Period
Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
S&P 500 | 22.29% | 1.65% | 15.83% | 39.98% | 13.99% | 11.23% |
My stocks | 5.17% | -3.05% | 7.83% | 21.36% | 8.61% | N/A |
Portfolio components: | ||||||
Berkshire Hathaway Inc. | 27.47% | -0.62% | 14.59% | 34.74% | 16.48% | 12.52% |
Aflac Incorporated | 35.59% | -0.53% | 32.89% | 45.28% | 18.59% | 16.74% |
Paramount Group, Inc. | -2.16% | 0.61% | 8.16% | 17.06% | -15.05% | N/A |
Costamare Inc. | 33.56% | -13.02% | 13.64% | 52.11% | 17.24% | 2.26% |
Macy's, Inc. | -20.31% | 2.10% | -13.72% | 34.54% | 4.24% | -8.63% |
Kohl's Corporation | -29.55% | -9.67% | -17.29% | -6.33% | -13.44% | -5.55% |
British American Tobacco p.l.c. | 25.88% | -6.46% | 22.35% | 26.57% | 8.03% | 1.40% |
General Motors Company | 44.65% | 10.89% | 16.34% | 90.45% | 7.77% | 7.82% |
FedEx Corporation | 10.41% | 2.80% | 6.16% | 18.50% | 14.52% | 6.52% |
Fidelity National Financial, Inc. | 20.94% | -1.75% | 23.49% | 59.49% | 10.89% | 15.13% |
Foot Locker, Inc. | -25.81% | -12.50% | 10.84% | 12.46% | -9.19% | -6.01% |
Huntsman Corporation | -8.68% | -9.45% | -4.76% | -0.32% | 3.40% | 2.06% |
Intel Corporation | -53.82% | -4.22% | -24.06% | -34.76% | -14.36% | -1.24% |
International Paper Company | 35.36% | -3.57% | 38.24% | 48.67% | 9.70% | 3.20% |
Pfizer Inc. | 3.29% | -2.17% | 14.35% | -1.35% | -0.73% | 3.99% |
PotlatchDeltic Corporation | -14.92% | -10.21% | 3.40% | -1.06% | 4.70% | 4.85% |
Shell plc | 2.21% | -1.26% | -7.17% | 2.79% | 6.79% | 4.02% |
-2.91% | -3.71% | -22.56% | 3.87% | 7.59% | N/A | |
16.93% | -6.49% | 8.03% | 27.34% | -2.08% | N/A | |
11.39% | -2.21% | -2.18% | 30.75% | -4.04% | N/A | |
Invesco QQQ | 22.66% | 2.76% | 18.15% | 44.21% | 21.34% | 18.30% |
SPDR Dow Jones Industrial Average ETF | 13.62% | -0.07% | 12.67% | 30.61% | 11.48% | 11.65% |
Vanguard Mega Cap Value ETF | 18.68% | -0.25% | 12.12% | 33.14% | 11.95% | 10.77% |
23.64% | 1.79% | 16.67% | 42.02% | 15.81% | N/A | |
14.60% | -0.19% | 10.84% | 33.70% | 12.42% | N/A | |
20.32% | 1.26% | 0.77% | 14.65% | 17.36% | N/A |
Monthly Returns
The table below presents the monthly returns of My stocks, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.82% | 2.21% | 4.30% | -7.76% | 5.54% | 0.00% | 4.48% | -1.15% | 1.83% | 5.17% | |||
2023 | 6.37% | -5.17% | 1.92% | -0.32% | -5.17% | 7.71% | 4.17% | -3.28% | -3.99% | -1.81% | 9.36% | 4.74% | 13.87% |
2022 | -0.27% | -0.86% | 1.48% | -6.39% | 2.79% | -9.65% | 3.00% | -4.24% | -10.57% | 9.51% | 6.24% | -4.54% | -14.55% |
2021 | 0.84% | 4.05% | 6.52% | 2.65% | 1.83% | -0.91% | -0.31% | 2.62% | -2.25% | 3.09% | 0.37% | 6.89% | 28.02% |
2020 | -2.51% | -10.31% | -14.34% | 11.95% | 3.01% | 0.33% | 1.47% | 6.95% | -1.26% | -2.24% | 14.40% | 4.10% | 8.12% |
2019 | 7.42% | 3.48% | 1.93% | 1.03% | -9.32% | 7.63% | 0.46% | -2.89% | 4.75% | 2.38% | 3.15% | 3.30% | 24.55% |
2018 | 4.69% | -4.35% | -1.46% | 0.48% | 2.27% | -0.52% | 3.13% | 0.39% | -1.34% | -5.60% | 0.91% | -8.17% | -9.86% |
2017 | 0.62% | 4.44% | 1.15% | 0.40% | -0.28% | 0.63% | 2.06% | -0.43% | 4.09% | 3.69% | 3.30% | 2.27% | 24.11% |
2016 | -5.29% | 0.82% | 8.92% | 2.77% | -0.05% | 0.85% | 5.58% | 1.05% | 0.21% | -3.42% | 4.20% | 1.95% | 18.19% |
2015 | -2.68% | 5.50% | -1.60% | 0.94% | 0.84% | -3.30% | 0.81% | -7.06% | -4.67% | 10.30% | -0.35% | -3.16% | -5.45% |
2014 | 1.40% | -2.05% | -0.68% |
Expense Ratio
My stocks has an expense ratio of 0.03%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of My stocks is 13, indicating that it is in the bottom 13% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
---|---|---|---|---|---|
Berkshire Hathaway Inc. | 2.78 | 3.68 | 1.48 | 4.15 | 13.56 |
Aflac Incorporated | 2.38 | 2.84 | 1.48 | 4.23 | 15.50 |
Paramount Group, Inc. | 0.51 | 1.06 | 1.12 | 0.27 | 1.32 |
Costamare Inc. | 1.53 | 2.15 | 1.26 | 1.17 | 5.25 |
Macy's, Inc. | 0.76 | 1.43 | 1.18 | 0.49 | 2.37 |
Kohl's Corporation | -0.10 | 0.24 | 1.03 | -0.08 | -0.28 |
British American Tobacco p.l.c. | 1.56 | 2.08 | 1.31 | 0.79 | 6.43 |
General Motors Company | 2.85 | 3.65 | 1.50 | 1.55 | 17.43 |
FedEx Corporation | 0.71 | 1.11 | 1.20 | 1.05 | 2.27 |
Fidelity National Financial, Inc. | 2.74 | 3.20 | 1.46 | 2.98 | 16.44 |
Foot Locker, Inc. | 0.28 | 0.84 | 1.11 | 0.26 | 0.75 |
Huntsman Corporation | 0.01 | 0.22 | 1.02 | 0.01 | 0.03 |
Intel Corporation | -0.70 | -0.72 | 0.89 | -0.50 | -0.96 |
International Paper Company | 1.71 | 2.46 | 1.31 | 1.37 | 9.09 |
Pfizer Inc. | 0.00 | 0.18 | 1.02 | 0.00 | 0.01 |
PotlatchDeltic Corporation | -0.03 | 0.15 | 1.02 | -0.03 | -0.08 |
Shell plc | 0.13 | 0.30 | 1.04 | 0.22 | 0.49 |
0.11 | 0.35 | 1.04 | 0.09 | 0.17 | |
1.52 | 2.11 | 1.30 | 0.95 | 8.38 | |
1.49 | 2.07 | 1.27 | 0.63 | 6.09 | |
Invesco QQQ | 2.67 | 3.42 | 1.47 | 3.38 | 12.40 |
SPDR Dow Jones Industrial Average ETF | 3.08 | 4.19 | 1.57 | 4.46 | 17.50 |
Vanguard Mega Cap Value ETF | 3.52 | 4.89 | 1.65 | 4.32 | 23.77 |
3.62 | 4.77 | 1.68 | 4.14 | 23.93 | |
3.43 | 4.84 | 1.63 | 3.64 | 22.06 | |
0.77 | 1.20 | 1.14 | 0.80 | 3.04 |
Dividends
Dividend yield
My stocks provided a 3.53% dividend yield over the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
My stocks | 3.53% | 3.61% | 3.84% | 3.28% | 3.01% | 3.10% | 4.25% | 2.69% | 3.02% | 3.20% | 2.60% | 2.44% |
Portfolio components: | ||||||||||||
Berkshire Hathaway 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% |
Aflac Incorporated | 1.75% | 2.04% | 2.22% | 2.26% | 2.52% | 2.04% | 2.28% | 1.98% | 2.39% | 2.64% | 2.46% | 2.13% |
Paramount Group, Inc. | 2.11% | 3.54% | 5.23% | 3.36% | 4.09% | 2.87% | 3.18% | 2.40% | 2.38% | 2.31% | 0.00% | 0.00% |
Costamare Inc. | 3.43% | 4.42% | 10.31% | 3.29% | 4.68% | 4.07% | 8.83% | 8.45% | 16.78% | 10.69% | 6.11% | 5.73% |
Macy's, Inc. | 4.41% | 3.28% | 3.06% | 1.15% | 3.36% | 8.89% | 5.08% | 6.00% | 4.17% | 3.98% | 1.81% | 1.78% |
Kohl's Corporation | 10.59% | 6.97% | 7.92% | 2.02% | 1.73% | 5.26% | 3.68% | 4.06% | 4.05% | 3.78% | 2.56% | 2.47% |
British American Tobacco p.l.c. | 8.48% | 9.57% | 7.40% | 7.98% | 7.22% | 6.35% | 8.52% | 4.18% | 3.77% | 4.21% | 4.55% | 4.04% |
General Motors Company | 0.87% | 1.00% | 0.54% | 0.00% | 0.91% | 4.15% | 4.54% | 3.71% | 4.36% | 4.06% | 3.44% | 0.00% |
FedEx Corporation | 1.92% | 1.95% | 2.42% | 1.12% | 1.00% | 1.72% | 1.52% | 0.76% | 0.78% | 0.64% | 0.43% | 0.41% |
Fidelity National Financial, Inc. | 3.20% | 3.59% | 4.57% | 2.99% | 3.45% | 3.54% | 3.82% | 2.07% | 2.59% | 2.31% | 1.93% | 2.04% |
Foot Locker, Inc. | 0.00% | 5.14% | 3.97% | 1.95% | 2.30% | 3.81% | 2.53% | 2.57% | 1.52% | 1.49% | 1.53% | 1.88% |
Huntsman Corporation | 4.44% | 3.78% | 3.09% | 2.08% | 2.59% | 2.69% | 3.37% | 1.50% | 2.62% | 4.40% | 2.19% | 2.03% |
Intel Corporation | 2.18% | 1.47% | 5.52% | 2.70% | 2.65% | 2.11% | 2.56% | 2.33% | 2.87% | 2.79% | 2.48% | 3.47% |
International Paper Company | 3.91% | 5.12% | 5.34% | 9.01% | 1.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Pfizer Inc. | 5.87% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.54% | 3.70% | 3.48% | 3.34% | 3.14% |
PotlatchDeltic Corporation | 4.44% | 3.67% | 6.18% | 9.42% | 3.22% | 3.70% | 16.25% | 3.06% | 3.60% | 4.96% | 3.40% | 3.07% |
Shell plc | 4.18% | 3.76% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 4.72% | 4.25% |
1.63% | 2.45% | 2.90% | 2.45% | 2.74% | 2.86% | 3.40% | 2.96% | 3.23% | 2.96% | 2.57% | 2.08% | |
6.47% | 6.96% | 6.53% | 4.85% | 4.21% | 3.95% | 4.22% | 4.39% | 4.26% | 4.79% | 4.57% | 4.22% | |
3.36% | 3.59% | 2.99% | 2.06% | 2.65% | 2.11% | 2.39% | 1.48% | 1.09% | 0.84% | 0.81% | 0.67% | |
Invesco QQQ | 0.61% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
SPDR Dow Jones Industrial Average ETF | 1.63% | 1.81% | 1.91% | 1.58% | 1.87% | 2.09% | 2.24% | 1.97% | 2.26% | 2.33% | 2.02% | 2.08% |
Vanguard Mega Cap Value ETF | 2.29% | 2.48% | 2.45% | 2.17% | 2.47% | 2.69% | 2.65% | 2.34% | 2.53% | 2.59% | 2.26% | 2.29% |
1.27% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% | |
1.97% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% | 1.98% | 1.97% | |
3.24% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% | 2.43% |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the My stocks. 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 My stocks was 36.02%, occurring on Mar 23, 2020. Recovery took 167 trading sessions.
The current My stocks drawdown is 3.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-36.02% | Jan 21, 2020 | 44 | Mar 23, 2020 | 167 | Nov 17, 2020 | 211 |
-25.34% | Jan 18, 2022 | 178 | Sep 30, 2022 | 448 | Jul 16, 2024 | 626 |
-21.34% | Jan 29, 2018 | 229 | Dec 24, 2018 | 220 | Nov 7, 2019 | 449 |
-18.64% | May 22, 2015 | 167 | Jan 20, 2016 | 108 | Jun 23, 2016 | 275 |
-7.97% | Jul 18, 2024 | 15 | Aug 7, 2024 | 33 | Sep 24, 2024 | 48 |
Volatility
Volatility Chart
The current My stocks volatility is 2.52%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
PFE | VZ | BTI | TSN | CMRE | M | KSS | FL | SHEL | TM | INTC | FNF | PGRE | PCH | XOM | HUN | FDX | GM | QQQ | IP | AFL | BRK-B | VOO | DIA | MGV | VOOV | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFE | 1.00 | 0.33 | 0.29 | 0.25 | 0.16 | 0.15 | 0.14 | 0.18 | 0.22 | 0.24 | 0.25 | 0.27 | 0.24 | 0.28 | 0.26 | 0.24 | 0.26 | 0.26 | 0.33 | 0.30 | 0.34 | 0.40 | 0.42 | 0.45 | 0.50 | 0.45 |
VZ | 0.33 | 1.00 | 0.31 | 0.33 | 0.14 | 0.17 | 0.19 | 0.22 | 0.23 | 0.25 | 0.23 | 0.27 | 0.31 | 0.27 | 0.28 | 0.21 | 0.27 | 0.24 | 0.22 | 0.32 | 0.37 | 0.41 | 0.37 | 0.43 | 0.49 | 0.46 |
BTI | 0.29 | 0.31 | 1.00 | 0.29 | 0.19 | 0.19 | 0.18 | 0.23 | 0.35 | 0.33 | 0.26 | 0.27 | 0.29 | 0.30 | 0.29 | 0.27 | 0.26 | 0.28 | 0.30 | 0.31 | 0.33 | 0.36 | 0.40 | 0.42 | 0.45 | 0.44 |
TSN | 0.25 | 0.33 | 0.29 | 1.00 | 0.20 | 0.25 | 0.29 | 0.29 | 0.23 | 0.25 | 0.24 | 0.32 | 0.34 | 0.31 | 0.30 | 0.29 | 0.30 | 0.31 | 0.24 | 0.37 | 0.36 | 0.36 | 0.36 | 0.41 | 0.44 | 0.45 |
CMRE | 0.16 | 0.14 | 0.19 | 0.20 | 1.00 | 0.29 | 0.29 | 0.29 | 0.39 | 0.30 | 0.26 | 0.26 | 0.30 | 0.32 | 0.37 | 0.42 | 0.32 | 0.36 | 0.30 | 0.36 | 0.34 | 0.32 | 0.38 | 0.38 | 0.42 | 0.44 |
M | 0.15 | 0.17 | 0.19 | 0.25 | 0.29 | 1.00 | 0.73 | 0.53 | 0.27 | 0.25 | 0.28 | 0.30 | 0.37 | 0.33 | 0.31 | 0.38 | 0.37 | 0.42 | 0.30 | 0.37 | 0.34 | 0.36 | 0.41 | 0.44 | 0.44 | 0.48 |
KSS | 0.14 | 0.19 | 0.18 | 0.29 | 0.29 | 0.73 | 1.00 | 0.54 | 0.28 | 0.25 | 0.29 | 0.32 | 0.37 | 0.34 | 0.31 | 0.38 | 0.36 | 0.43 | 0.31 | 0.40 | 0.34 | 0.36 | 0.42 | 0.44 | 0.44 | 0.49 |
FL | 0.18 | 0.22 | 0.23 | 0.29 | 0.29 | 0.53 | 0.54 | 1.00 | 0.25 | 0.27 | 0.27 | 0.35 | 0.36 | 0.36 | 0.29 | 0.37 | 0.38 | 0.42 | 0.32 | 0.38 | 0.36 | 0.37 | 0.43 | 0.46 | 0.47 | 0.50 |
SHEL | 0.22 | 0.23 | 0.35 | 0.23 | 0.39 | 0.27 | 0.28 | 0.25 | 1.00 | 0.37 | 0.31 | 0.28 | 0.31 | 0.29 | 0.72 | 0.43 | 0.33 | 0.37 | 0.30 | 0.37 | 0.42 | 0.42 | 0.45 | 0.49 | 0.54 | 0.54 |
TM | 0.24 | 0.25 | 0.33 | 0.25 | 0.30 | 0.25 | 0.25 | 0.27 | 0.37 | 1.00 | 0.38 | 0.35 | 0.33 | 0.34 | 0.33 | 0.37 | 0.40 | 0.46 | 0.48 | 0.38 | 0.40 | 0.44 | 0.55 | 0.54 | 0.53 | 0.54 |
INTC | 0.25 | 0.23 | 0.26 | 0.24 | 0.26 | 0.28 | 0.29 | 0.27 | 0.31 | 0.38 | 1.00 | 0.32 | 0.30 | 0.34 | 0.31 | 0.37 | 0.43 | 0.39 | 0.65 | 0.37 | 0.34 | 0.43 | 0.64 | 0.58 | 0.57 | 0.58 |
FNF | 0.27 | 0.27 | 0.27 | 0.32 | 0.26 | 0.30 | 0.32 | 0.35 | 0.28 | 0.35 | 0.32 | 1.00 | 0.43 | 0.40 | 0.30 | 0.38 | 0.37 | 0.38 | 0.40 | 0.40 | 0.49 | 0.46 | 0.51 | 0.53 | 0.54 | 0.54 |
PGRE | 0.24 | 0.31 | 0.29 | 0.34 | 0.30 | 0.37 | 0.37 | 0.36 | 0.31 | 0.33 | 0.30 | 0.43 | 1.00 | 0.43 | 0.32 | 0.37 | 0.38 | 0.42 | 0.34 | 0.42 | 0.43 | 0.41 | 0.48 | 0.49 | 0.52 | 0.54 |
PCH | 0.28 | 0.27 | 0.30 | 0.31 | 0.32 | 0.33 | 0.34 | 0.36 | 0.29 | 0.34 | 0.34 | 0.40 | 0.43 | 1.00 | 0.31 | 0.42 | 0.41 | 0.38 | 0.41 | 0.44 | 0.40 | 0.44 | 0.52 | 0.52 | 0.53 | 0.56 |
XOM | 0.26 | 0.28 | 0.29 | 0.30 | 0.37 | 0.31 | 0.31 | 0.29 | 0.72 | 0.33 | 0.31 | 0.30 | 0.32 | 0.31 | 1.00 | 0.43 | 0.37 | 0.38 | 0.28 | 0.40 | 0.48 | 0.50 | 0.47 | 0.54 | 0.61 | 0.60 |
HUN | 0.24 | 0.21 | 0.27 | 0.29 | 0.42 | 0.38 | 0.38 | 0.37 | 0.43 | 0.37 | 0.37 | 0.38 | 0.37 | 0.42 | 0.43 | 1.00 | 0.47 | 0.48 | 0.41 | 0.54 | 0.44 | 0.48 | 0.54 | 0.57 | 0.59 | 0.62 |
FDX | 0.26 | 0.27 | 0.26 | 0.30 | 0.32 | 0.37 | 0.36 | 0.38 | 0.33 | 0.40 | 0.43 | 0.37 | 0.38 | 0.41 | 0.37 | 0.47 | 1.00 | 0.47 | 0.50 | 0.49 | 0.44 | 0.53 | 0.60 | 0.61 | 0.62 | 0.63 |
GM | 0.26 | 0.24 | 0.28 | 0.31 | 0.36 | 0.42 | 0.43 | 0.42 | 0.37 | 0.46 | 0.39 | 0.38 | 0.42 | 0.38 | 0.38 | 0.48 | 0.47 | 1.00 | 0.43 | 0.50 | 0.46 | 0.49 | 0.55 | 0.59 | 0.60 | 0.63 |
QQQ | 0.33 | 0.22 | 0.30 | 0.24 | 0.30 | 0.30 | 0.31 | 0.32 | 0.30 | 0.48 | 0.65 | 0.40 | 0.34 | 0.41 | 0.28 | 0.41 | 0.50 | 0.43 | 1.00 | 0.39 | 0.39 | 0.51 | 0.90 | 0.74 | 0.66 | 0.68 |
IP | 0.30 | 0.32 | 0.31 | 0.37 | 0.36 | 0.37 | 0.40 | 0.38 | 0.37 | 0.38 | 0.37 | 0.40 | 0.42 | 0.44 | 0.40 | 0.54 | 0.49 | 0.50 | 0.39 | 1.00 | 0.49 | 0.52 | 0.54 | 0.58 | 0.63 | 0.64 |
AFL | 0.34 | 0.37 | 0.33 | 0.36 | 0.34 | 0.34 | 0.34 | 0.36 | 0.42 | 0.40 | 0.34 | 0.49 | 0.43 | 0.40 | 0.48 | 0.44 | 0.44 | 0.46 | 0.39 | 0.49 | 1.00 | 0.69 | 0.60 | 0.68 | 0.72 | 0.71 |
BRK-B | 0.40 | 0.41 | 0.36 | 0.36 | 0.32 | 0.36 | 0.36 | 0.37 | 0.42 | 0.44 | 0.43 | 0.46 | 0.41 | 0.44 | 0.50 | 0.48 | 0.53 | 0.49 | 0.51 | 0.52 | 0.69 | 1.00 | 0.70 | 0.77 | 0.81 | 0.80 |
VOO | 0.42 | 0.37 | 0.40 | 0.36 | 0.38 | 0.41 | 0.42 | 0.43 | 0.45 | 0.55 | 0.64 | 0.51 | 0.48 | 0.52 | 0.47 | 0.54 | 0.60 | 0.55 | 0.90 | 0.54 | 0.60 | 0.70 | 1.00 | 0.92 | 0.88 | 0.89 |
DIA | 0.45 | 0.43 | 0.42 | 0.41 | 0.38 | 0.44 | 0.44 | 0.46 | 0.49 | 0.54 | 0.58 | 0.53 | 0.49 | 0.52 | 0.54 | 0.57 | 0.61 | 0.59 | 0.74 | 0.58 | 0.68 | 0.77 | 0.92 | 1.00 | 0.94 | 0.93 |
MGV | 0.50 | 0.49 | 0.45 | 0.44 | 0.42 | 0.44 | 0.44 | 0.47 | 0.54 | 0.53 | 0.57 | 0.54 | 0.52 | 0.53 | 0.61 | 0.59 | 0.62 | 0.60 | 0.66 | 0.63 | 0.72 | 0.81 | 0.88 | 0.94 | 1.00 | 0.96 |
VOOV | 0.45 | 0.46 | 0.44 | 0.45 | 0.44 | 0.48 | 0.49 | 0.50 | 0.54 | 0.54 | 0.58 | 0.54 | 0.54 | 0.56 | 0.60 | 0.62 | 0.63 | 0.63 | 0.68 | 0.64 | 0.71 | 0.80 | 0.89 | 0.93 | 0.96 | 1.00 |