Shanker_Sharma
Asset Allocation
Performance
The chart shows the growth of an initial investment of $10,000 in Shanker_Sharma, 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
Returns
As of Jun 2, 2023, the Shanker_Sharma returned 14.30% Year-To-Date and 16.78% of annualized return in the last 10 years.
1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
Benchmark | 3.18% | 9.94% | 3.67% | 1.06% | 9.33% | 9.33% |
Shanker_Sharma | 5.09% | 14.30% | 6.46% | 4.03% | 16.78% | 16.78% |
Portfolio components: | ||||||
AAPL Apple Inc. | 7.70% | 39.01% | 22.19% | 19.81% | 22.13% | 22.13% |
AMZN Amazon.com, Inc. | 18.45% | 46.15% | 30.43% | -2.18% | -6.64% | -6.64% |
BAC Bank of America Corporation | -0.29% | -15.58% | -22.51% | -22.86% | 5.80% | 5.80% |
CAT Caterpillar Inc. | -3.05% | -11.84% | -10.55% | -2.68% | 14.99% | 14.99% |
CIM Chimera Investment Corporation | -5.74% | -6.60% | -23.02% | -42.20% | -9.05% | -9.05% |
COWZ Pacer US Cash Cows 100 ETF | -1.04% | -2.92% | -8.54% | -9.49% | 20.00% | 20.00% |
CRM salesforce.com, inc. | 10.53% | 60.57% | 47.27% | 13.00% | -4.76% | -4.76% |
CSCO Cisco Systems, Inc. | 8.22% | 6.03% | 1.64% | 12.34% | 12.07% | 12.07% |
CVX Chevron Corporation | -2.03% | -13.64% | -14.37% | -10.44% | 33.83% | 33.83% |
DOW Dow Inc. | -6.22% | -0.15% | -2.40% | -24.08% | 3.98% | 3.98% |
EMR Emerson Electric Co. | -4.73% | -16.37% | -17.07% | -9.58% | 8.51% | 8.51% |
FCX Freeport-McMoRan Inc. | -2.37% | -6.01% | -11.19% | -13.45% | 32.88% | 32.88% |
GIS General Mills, Inc. | -5.56% | 1.31% | -1.82% | 25.44% | 18.81% | 18.81% |
GOOGL Alphabet Inc. | 17.37% | 40.22% | 23.18% | 5.18% | 21.90% | 21.90% |
HAL Halliburton Company | 2.92% | -23.43% | -22.23% | -26.04% | 32.56% | 32.56% |
JNJ Johnson & Johnson | -4.40% | -11.22% | -12.33% | -10.30% | 4.08% | 4.08% |
KHC The Kraft Heinz Company | -5.12% | -5.20% | -3.11% | 8.27% | 14.10% | 14.10% |
KO The Coca-Cola Company | -5.73% | -4.95% | -6.04% | -3.07% | 9.68% | 9.68% |
LVHI Legg Mason International Low Volatility High Dividend ETF | -1.09% | 6.77% | 5.51% | 5.09% | 13.83% | 13.83% |
META Meta Platforms, Inc. | 15.01% | 126.53% | 120.75% | 37.09% | 2.88% | 2.88% |
MRVL | 54.61% | 65.47% | 37.06% | 0.03% | 19.29% | 19.29% |
MSFT | 9.50% | 39.33% | 31.03% | 22.29% | 21.81% | 21.81% |
NVDA | 43.05% | 172.18% | 135.70% | 103.18% | 55.23% | 55.23% |
PFE | -0.05% | -24.31% | -23.82% | -25.17% | 7.38% | 7.38% |
PM | -5.95% | -9.72% | -11.28% | -10.52% | 11.41% | 11.41% |
PYPL | -11.73% | -11.47% | -15.55% | -28.61% | -31.69% | -31.69% |
QCOM | 3.37% | 6.74% | -6.62% | -18.77% | 3.87% | 3.87% |
ROBT | 10.06% | 23.74% | 14.15% | 3.88% | 5.15% | 5.15% |
SHOP | 25.22% | 66.93% | 34.56% | 45.26% | -15.13% | -15.13% |
TMO | -5.64% | -5.62% | -7.64% | -8.69% | 7.56% | 7.56% |
TSLA | 29.21% | 68.47% | 6.50% | -19.67% | 13.54% | 13.54% |
U | 20.53% | 5.35% | -26.43% | -31.78% | -26.22% | -26.22% |
UBER | 1.69% | 55.60% | 33.84% | 55.54% | 1.34% | 1.34% |
UNH | 0.86% | -6.56% | -7.60% | 1.62% | 20.63% | 20.63% |
VGT | 11.49% | 32.14% | 21.86% | 14.97% | 14.63% | 14.63% |
VIG | -0.38% | 2.26% | -1.59% | 2.02% | 9.18% | 9.18% |
VOO | 3.39% | 10.77% | 4.55% | 2.79% | 11.05% | 11.05% |
VWAGY | -2.45% | 3.39% | -5.51% | -20.81% | 4.08% | 4.08% |
WFC | 4.46% | -1.60% | -11.56% | -9.17% | 21.37% | 21.37% |
XLE | -1.84% | -10.43% | -12.35% | -8.44% | 42.96% | 42.96% |
XLI | -1.03% | 0.29% | -3.29% | 4.11% | 10.20% | 10.20% |
XOM | -3.40% | -4.75% | -4.37% | 9.51% | 53.87% | 53.87% |
Returns over 1 year are annualized |
Asset Correlations Table
GIS | KHC | PFE | JNJ | VWAGY | PM | UNH | XOM | HAL | KO | TSLA | U | CVX | TMO | UBER | XLE | SHOP | FCX | META | CAT | PYPL | WFC | CRM | AMZN | DOW | CIM | BAC | NVDA | MRVL | LVHI | CSCO | MSFT | QCOM | AAPL | GOOGL | EMR | ROBT | VGT | XLI | COWZ | VIG | VOO | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
GIS | 1.00 | 0.62 | 0.23 | 0.41 | 0.02 | 0.37 | 0.32 | 0.05 | 0.03 | 0.51 | -0.07 | -0.03 | 0.06 | 0.13 | -0.10 | 0.05 | -0.09 | 0.01 | 0.05 | 0.11 | -0.04 | 0.13 | 0.02 | 0.02 | 0.12 | 0.10 | 0.11 | -0.05 | -0.02 | 0.24 | 0.25 | 0.10 | 0.02 | 0.13 | 0.03 | 0.17 | 0.00 | 0.05 | 0.22 | 0.19 | 0.32 | 0.19 |
KHC | 0.62 | 1.00 | 0.19 | 0.32 | 0.14 | 0.40 | 0.26 | 0.20 | 0.18 | 0.49 | 0.05 | -0.01 | 0.23 | 0.07 | 0.01 | 0.22 | -0.01 | 0.13 | 0.12 | 0.26 | 0.06 | 0.25 | 0.07 | 0.08 | 0.30 | 0.25 | 0.23 | 0.02 | 0.06 | 0.33 | 0.30 | 0.14 | 0.10 | 0.16 | 0.11 | 0.28 | 0.12 | 0.13 | 0.34 | 0.33 | 0.38 | 0.28 |
PFE | 0.23 | 0.19 | 1.00 | 0.50 | 0.11 | 0.31 | 0.36 | 0.17 | 0.13 | 0.32 | 0.06 | 0.11 | 0.19 | 0.35 | 0.09 | 0.17 | 0.07 | 0.15 | 0.16 | 0.22 | 0.11 | 0.20 | 0.12 | 0.12 | 0.21 | 0.20 | 0.20 | 0.13 | 0.14 | 0.33 | 0.31 | 0.23 | 0.15 | 0.21 | 0.20 | 0.25 | 0.20 | 0.21 | 0.27 | 0.32 | 0.37 | 0.31 |
JNJ | 0.41 | 0.32 | 0.50 | 1.00 | 0.14 | 0.43 | 0.49 | 0.16 | 0.13 | 0.52 | 0.03 | 0.04 | 0.19 | 0.31 | 0.07 | 0.15 | 0.03 | 0.14 | 0.16 | 0.23 | 0.12 | 0.23 | 0.13 | 0.14 | 0.23 | 0.23 | 0.23 | 0.09 | 0.14 | 0.37 | 0.42 | 0.27 | 0.15 | 0.27 | 0.24 | 0.32 | 0.21 | 0.24 | 0.36 | 0.34 | 0.52 | 0.39 |
VWAGY | 0.02 | 0.14 | 0.11 | 0.14 | 1.00 | 0.24 | 0.14 | 0.25 | 0.27 | 0.21 | 0.23 | 0.17 | 0.26 | 0.12 | 0.25 | 0.28 | 0.19 | 0.31 | 0.23 | 0.36 | 0.21 | 0.37 | 0.19 | 0.19 | 0.38 | 0.35 | 0.38 | 0.25 | 0.23 | 0.40 | 0.26 | 0.19 | 0.28 | 0.24 | 0.26 | 0.40 | 0.36 | 0.29 | 0.40 | 0.42 | 0.35 | 0.36 |
PM | 0.37 | 0.40 | 0.31 | 0.43 | 0.24 | 1.00 | 0.33 | 0.32 | 0.26 | 0.52 | 0.07 | 0.05 | 0.32 | 0.21 | 0.09 | 0.31 | 0.05 | 0.27 | 0.18 | 0.32 | 0.18 | 0.36 | 0.16 | 0.11 | 0.36 | 0.33 | 0.35 | 0.12 | 0.14 | 0.42 | 0.38 | 0.22 | 0.21 | 0.24 | 0.22 | 0.40 | 0.22 | 0.25 | 0.43 | 0.44 | 0.48 | 0.40 |
UNH | 0.32 | 0.26 | 0.36 | 0.49 | 0.14 | 0.33 | 1.00 | 0.23 | 0.19 | 0.45 | 0.13 | 0.08 | 0.26 | 0.38 | 0.14 | 0.24 | 0.10 | 0.22 | 0.20 | 0.26 | 0.16 | 0.30 | 0.19 | 0.19 | 0.23 | 0.25 | 0.31 | 0.19 | 0.21 | 0.42 | 0.39 | 0.35 | 0.25 | 0.32 | 0.32 | 0.36 | 0.24 | 0.33 | 0.43 | 0.41 | 0.57 | 0.46 |
XOM | 0.05 | 0.20 | 0.17 | 0.16 | 0.25 | 0.32 | 0.23 | 1.00 | 0.82 | 0.24 | 0.10 | 0.07 | 0.90 | 0.06 | 0.19 | 0.95 | 0.04 | 0.53 | 0.11 | 0.60 | 0.16 | 0.46 | 0.15 | 0.11 | 0.60 | 0.40 | 0.50 | 0.14 | 0.18 | 0.40 | 0.29 | 0.11 | 0.24 | 0.17 | 0.20 | 0.53 | 0.25 | 0.22 | 0.49 | 0.61 | 0.38 | 0.39 |
HAL | 0.03 | 0.18 | 0.13 | 0.13 | 0.27 | 0.26 | 0.19 | 0.82 | 1.00 | 0.22 | 0.11 | 0.10 | 0.81 | 0.06 | 0.23 | 0.89 | 0.09 | 0.57 | 0.12 | 0.63 | 0.16 | 0.49 | 0.15 | 0.11 | 0.62 | 0.41 | 0.52 | 0.17 | 0.22 | 0.39 | 0.29 | 0.10 | 0.25 | 0.15 | 0.20 | 0.56 | 0.29 | 0.23 | 0.53 | 0.64 | 0.38 | 0.39 |
KO | 0.51 | 0.49 | 0.32 | 0.52 | 0.21 | 0.52 | 0.45 | 0.24 | 0.22 | 1.00 | 0.12 | 0.07 | 0.27 | 0.31 | 0.12 | 0.24 | 0.06 | 0.21 | 0.21 | 0.36 | 0.16 | 0.34 | 0.23 | 0.23 | 0.36 | 0.36 | 0.33 | 0.16 | 0.19 | 0.47 | 0.49 | 0.36 | 0.24 | 0.34 | 0.32 | 0.48 | 0.26 | 0.35 | 0.53 | 0.46 | 0.63 | 0.51 |
TSLA | -0.07 | 0.05 | 0.06 | 0.03 | 0.23 | 0.07 | 0.13 | 0.10 | 0.11 | 0.12 | 1.00 | 0.52 | 0.11 | 0.37 | 0.42 | 0.12 | 0.52 | 0.30 | 0.42 | 0.23 | 0.49 | 0.30 | 0.50 | 0.50 | 0.20 | 0.35 | 0.30 | 0.56 | 0.53 | 0.30 | 0.32 | 0.48 | 0.50 | 0.54 | 0.45 | 0.26 | 0.63 | 0.61 | 0.37 | 0.38 | 0.42 | 0.56 |
U | -0.03 | -0.01 | 0.11 | 0.04 | 0.17 | 0.05 | 0.08 | 0.07 | 0.10 | 0.07 | 0.52 | 1.00 | 0.09 | 0.38 | 0.51 | 0.10 | 0.69 | 0.30 | 0.50 | 0.16 | 0.61 | 0.22 | 0.57 | 0.58 | 0.20 | 0.33 | 0.24 | 0.57 | 0.55 | 0.24 | 0.30 | 0.50 | 0.48 | 0.51 | 0.49 | 0.22 | 0.67 | 0.63 | 0.36 | 0.37 | 0.40 | 0.54 |
CVX | 0.06 | 0.23 | 0.19 | 0.19 | 0.26 | 0.32 | 0.26 | 0.90 | 0.81 | 0.27 | 0.11 | 0.09 | 1.00 | 0.10 | 0.20 | 0.95 | 0.06 | 0.54 | 0.15 | 0.62 | 0.15 | 0.48 | 0.15 | 0.12 | 0.60 | 0.42 | 0.52 | 0.17 | 0.21 | 0.43 | 0.31 | 0.15 | 0.25 | 0.19 | 0.25 | 0.56 | 0.27 | 0.24 | 0.52 | 0.64 | 0.41 | 0.42 |
TMO | 0.13 | 0.07 | 0.35 | 0.31 | 0.12 | 0.21 | 0.38 | 0.06 | 0.06 | 0.31 | 0.37 | 0.38 | 0.10 | 1.00 | 0.28 | 0.08 | 0.43 | 0.28 | 0.42 | 0.19 | 0.45 | 0.21 | 0.45 | 0.44 | 0.16 | 0.28 | 0.24 | 0.47 | 0.49 | 0.36 | 0.44 | 0.56 | 0.45 | 0.50 | 0.47 | 0.36 | 0.54 | 0.59 | 0.41 | 0.38 | 0.58 | 0.60 |
UBER | -0.10 | 0.01 | 0.09 | 0.07 | 0.25 | 0.09 | 0.14 | 0.19 | 0.23 | 0.12 | 0.42 | 0.51 | 0.20 | 0.28 | 1.00 | 0.23 | 0.55 | 0.38 | 0.46 | 0.27 | 0.51 | 0.37 | 0.49 | 0.49 | 0.30 | 0.37 | 0.38 | 0.50 | 0.48 | 0.36 | 0.28 | 0.40 | 0.42 | 0.40 | 0.44 | 0.32 | 0.61 | 0.54 | 0.43 | 0.45 | 0.44 | 0.54 |
XLE | 0.05 | 0.22 | 0.17 | 0.15 | 0.28 | 0.31 | 0.24 | 0.95 | 0.89 | 0.24 | 0.12 | 0.10 | 0.95 | 0.08 | 0.23 | 1.00 | 0.07 | 0.59 | 0.15 | 0.64 | 0.17 | 0.51 | 0.17 | 0.12 | 0.64 | 0.44 | 0.55 | 0.18 | 0.23 | 0.44 | 0.32 | 0.13 | 0.27 | 0.19 | 0.24 | 0.57 | 0.30 | 0.25 | 0.55 | 0.69 | 0.41 | 0.43 |
SHOP | -0.09 | -0.01 | 0.07 | 0.03 | 0.19 | 0.05 | 0.10 | 0.04 | 0.09 | 0.06 | 0.52 | 0.69 | 0.06 | 0.43 | 0.55 | 0.07 | 1.00 | 0.30 | 0.55 | 0.18 | 0.68 | 0.25 | 0.63 | 0.63 | 0.19 | 0.33 | 0.27 | 0.65 | 0.63 | 0.28 | 0.31 | 0.54 | 0.52 | 0.53 | 0.52 | 0.26 | 0.71 | 0.68 | 0.38 | 0.38 | 0.44 | 0.58 |
FCX | 0.01 | 0.13 | 0.15 | 0.14 | 0.31 | 0.27 | 0.22 | 0.53 | 0.57 | 0.21 | 0.30 | 0.30 | 0.54 | 0.28 | 0.38 | 0.59 | 0.30 | 1.00 | 0.31 | 0.64 | 0.34 | 0.49 | 0.30 | 0.31 | 0.63 | 0.40 | 0.51 | 0.36 | 0.39 | 0.45 | 0.38 | 0.30 | 0.41 | 0.31 | 0.37 | 0.58 | 0.51 | 0.43 | 0.60 | 0.65 | 0.50 | 0.54 |
META | 0.05 | 0.12 | 0.16 | 0.16 | 0.23 | 0.18 | 0.20 | 0.11 | 0.12 | 0.21 | 0.42 | 0.50 | 0.15 | 0.42 | 0.46 | 0.15 | 0.55 | 0.31 | 1.00 | 0.22 | 0.63 | 0.28 | 0.58 | 0.63 | 0.28 | 0.37 | 0.32 | 0.60 | 0.56 | 0.41 | 0.44 | 0.64 | 0.59 | 0.60 | 0.69 | 0.34 | 0.65 | 0.70 | 0.44 | 0.46 | 0.56 | 0.68 |
CAT | 0.11 | 0.26 | 0.22 | 0.23 | 0.36 | 0.32 | 0.26 | 0.60 | 0.63 | 0.36 | 0.23 | 0.16 | 0.62 | 0.19 | 0.27 | 0.64 | 0.18 | 0.64 | 0.22 | 1.00 | 0.24 | 0.54 | 0.20 | 0.20 | 0.70 | 0.46 | 0.62 | 0.30 | 0.33 | 0.49 | 0.42 | 0.22 | 0.35 | 0.25 | 0.29 | 0.73 | 0.40 | 0.35 | 0.76 | 0.69 | 0.58 | 0.53 |
PYPL | -0.04 | 0.06 | 0.11 | 0.12 | 0.21 | 0.18 | 0.16 | 0.16 | 0.16 | 0.16 | 0.49 | 0.61 | 0.15 | 0.45 | 0.51 | 0.17 | 0.68 | 0.34 | 0.63 | 0.24 | 1.00 | 0.31 | 0.63 | 0.63 | 0.25 | 0.39 | 0.35 | 0.61 | 0.58 | 0.36 | 0.39 | 0.59 | 0.57 | 0.58 | 0.57 | 0.32 | 0.69 | 0.72 | 0.43 | 0.44 | 0.53 | 0.65 |
WFC | 0.13 | 0.25 | 0.20 | 0.23 | 0.37 | 0.36 | 0.30 | 0.46 | 0.49 | 0.34 | 0.30 | 0.22 | 0.48 | 0.21 | 0.37 | 0.51 | 0.25 | 0.49 | 0.28 | 0.54 | 0.31 | 1.00 | 0.27 | 0.28 | 0.57 | 0.51 | 0.84 | 0.31 | 0.36 | 0.55 | 0.41 | 0.29 | 0.35 | 0.31 | 0.36 | 0.57 | 0.44 | 0.40 | 0.65 | 0.65 | 0.58 | 0.58 |
CRM | 0.02 | 0.07 | 0.12 | 0.13 | 0.19 | 0.16 | 0.19 | 0.15 | 0.15 | 0.23 | 0.50 | 0.57 | 0.15 | 0.45 | 0.49 | 0.17 | 0.63 | 0.30 | 0.58 | 0.20 | 0.63 | 0.27 | 1.00 | 0.64 | 0.24 | 0.38 | 0.29 | 0.64 | 0.61 | 0.38 | 0.45 | 0.69 | 0.59 | 0.60 | 0.61 | 0.35 | 0.70 | 0.76 | 0.44 | 0.44 | 0.56 | 0.68 |
AMZN | 0.02 | 0.08 | 0.12 | 0.14 | 0.19 | 0.11 | 0.19 | 0.11 | 0.11 | 0.23 | 0.50 | 0.58 | 0.12 | 0.44 | 0.49 | 0.12 | 0.63 | 0.31 | 0.63 | 0.20 | 0.63 | 0.28 | 0.64 | 1.00 | 0.25 | 0.38 | 0.30 | 0.64 | 0.60 | 0.34 | 0.43 | 0.72 | 0.60 | 0.69 | 0.70 | 0.34 | 0.68 | 0.76 | 0.42 | 0.43 | 0.56 | 0.71 |
DOW | 0.12 | 0.30 | 0.21 | 0.23 | 0.38 | 0.36 | 0.23 | 0.60 | 0.62 | 0.36 | 0.20 | 0.20 | 0.60 | 0.16 | 0.30 | 0.64 | 0.19 | 0.63 | 0.28 | 0.70 | 0.25 | 0.57 | 0.24 | 0.25 | 1.00 | 0.50 | 0.62 | 0.27 | 0.32 | 0.51 | 0.43 | 0.25 | 0.35 | 0.29 | 0.32 | 0.67 | 0.42 | 0.37 | 0.71 | 0.73 | 0.57 | 0.54 |
CIM | 0.10 | 0.25 | 0.20 | 0.23 | 0.35 | 0.33 | 0.25 | 0.40 | 0.41 | 0.36 | 0.35 | 0.33 | 0.42 | 0.28 | 0.37 | 0.44 | 0.33 | 0.40 | 0.37 | 0.46 | 0.39 | 0.51 | 0.38 | 0.38 | 0.50 | 1.00 | 0.54 | 0.36 | 0.39 | 0.50 | 0.43 | 0.37 | 0.42 | 0.39 | 0.41 | 0.49 | 0.54 | 0.49 | 0.61 | 0.63 | 0.59 | 0.61 |
BAC | 0.11 | 0.23 | 0.20 | 0.23 | 0.38 | 0.35 | 0.31 | 0.50 | 0.52 | 0.33 | 0.30 | 0.24 | 0.52 | 0.24 | 0.38 | 0.55 | 0.27 | 0.51 | 0.32 | 0.62 | 0.35 | 0.84 | 0.29 | 0.30 | 0.62 | 0.54 | 1.00 | 0.33 | 0.36 | 0.56 | 0.45 | 0.29 | 0.36 | 0.32 | 0.39 | 0.63 | 0.47 | 0.41 | 0.69 | 0.69 | 0.62 | 0.61 |
NVDA | -0.05 | 0.02 | 0.13 | 0.09 | 0.25 | 0.12 | 0.19 | 0.14 | 0.17 | 0.16 | 0.56 | 0.57 | 0.17 | 0.47 | 0.50 | 0.18 | 0.65 | 0.36 | 0.60 | 0.30 | 0.61 | 0.31 | 0.64 | 0.64 | 0.27 | 0.36 | 0.33 | 1.00 | 0.77 | 0.37 | 0.45 | 0.70 | 0.72 | 0.64 | 0.63 | 0.38 | 0.75 | 0.83 | 0.47 | 0.47 | 0.56 | 0.71 |
MRVL | -0.02 | 0.06 | 0.14 | 0.14 | 0.23 | 0.14 | 0.21 | 0.18 | 0.22 | 0.19 | 0.53 | 0.55 | 0.21 | 0.49 | 0.48 | 0.23 | 0.63 | 0.39 | 0.56 | 0.33 | 0.58 | 0.36 | 0.61 | 0.60 | 0.32 | 0.39 | 0.36 | 0.77 | 1.00 | 0.42 | 0.52 | 0.64 | 0.75 | 0.61 | 0.59 | 0.44 | 0.74 | 0.80 | 0.52 | 0.54 | 0.59 | 0.71 |
LVHI | 0.24 | 0.33 | 0.33 | 0.37 | 0.40 | 0.42 | 0.42 | 0.40 | 0.39 | 0.47 | 0.30 | 0.24 | 0.43 | 0.36 | 0.36 | 0.44 | 0.28 | 0.45 | 0.41 | 0.49 | 0.36 | 0.55 | 0.38 | 0.34 | 0.51 | 0.50 | 0.56 | 0.37 | 0.42 | 1.00 | 0.55 | 0.43 | 0.43 | 0.42 | 0.44 | 0.56 | 0.52 | 0.50 | 0.64 | 0.65 | 0.69 | 0.65 |
CSCO | 0.25 | 0.30 | 0.31 | 0.42 | 0.26 | 0.38 | 0.39 | 0.29 | 0.29 | 0.49 | 0.32 | 0.30 | 0.31 | 0.44 | 0.28 | 0.32 | 0.31 | 0.38 | 0.44 | 0.42 | 0.39 | 0.41 | 0.45 | 0.43 | 0.43 | 0.43 | 0.45 | 0.45 | 0.52 | 0.55 | 1.00 | 0.55 | 0.51 | 0.56 | 0.53 | 0.56 | 0.57 | 0.64 | 0.65 | 0.64 | 0.75 | 0.72 |
MSFT | 0.10 | 0.14 | 0.23 | 0.27 | 0.19 | 0.22 | 0.35 | 0.11 | 0.10 | 0.36 | 0.48 | 0.50 | 0.15 | 0.56 | 0.40 | 0.13 | 0.54 | 0.30 | 0.64 | 0.22 | 0.59 | 0.29 | 0.69 | 0.72 | 0.25 | 0.37 | 0.29 | 0.70 | 0.64 | 0.43 | 0.55 | 1.00 | 0.65 | 0.76 | 0.77 | 0.40 | 0.69 | 0.88 | 0.50 | 0.47 | 0.69 | 0.80 |
QCOM | 0.02 | 0.10 | 0.15 | 0.15 | 0.28 | 0.21 | 0.25 | 0.24 | 0.25 | 0.24 | 0.50 | 0.48 | 0.25 | 0.45 | 0.42 | 0.27 | 0.52 | 0.41 | 0.59 | 0.35 | 0.57 | 0.35 | 0.59 | 0.60 | 0.35 | 0.42 | 0.36 | 0.72 | 0.75 | 0.43 | 0.51 | 0.65 | 1.00 | 0.68 | 0.61 | 0.45 | 0.71 | 0.81 | 0.53 | 0.56 | 0.64 | 0.74 |
AAPL | 0.13 | 0.16 | 0.21 | 0.27 | 0.24 | 0.24 | 0.32 | 0.17 | 0.15 | 0.34 | 0.54 | 0.51 | 0.19 | 0.50 | 0.40 | 0.19 | 0.53 | 0.31 | 0.60 | 0.25 | 0.58 | 0.31 | 0.60 | 0.69 | 0.29 | 0.39 | 0.32 | 0.64 | 0.61 | 0.42 | 0.56 | 0.76 | 0.68 | 1.00 | 0.69 | 0.39 | 0.68 | 0.86 | 0.51 | 0.51 | 0.66 | 0.79 |
GOOGL | 0.03 | 0.11 | 0.20 | 0.24 | 0.26 | 0.22 | 0.32 | 0.20 | 0.20 | 0.32 | 0.45 | 0.49 | 0.25 | 0.47 | 0.44 | 0.24 | 0.52 | 0.37 | 0.69 | 0.29 | 0.57 | 0.36 | 0.61 | 0.70 | 0.32 | 0.41 | 0.39 | 0.63 | 0.59 | 0.44 | 0.53 | 0.77 | 0.61 | 0.69 | 1.00 | 0.45 | 0.67 | 0.78 | 0.51 | 0.51 | 0.64 | 0.78 |
EMR | 0.17 | 0.28 | 0.25 | 0.32 | 0.40 | 0.40 | 0.36 | 0.53 | 0.56 | 0.48 | 0.26 | 0.22 | 0.56 | 0.36 | 0.32 | 0.57 | 0.26 | 0.58 | 0.34 | 0.73 | 0.32 | 0.57 | 0.35 | 0.34 | 0.67 | 0.49 | 0.63 | 0.38 | 0.44 | 0.56 | 0.56 | 0.40 | 0.45 | 0.39 | 0.45 | 1.00 | 0.52 | 0.51 | 0.84 | 0.74 | 0.74 | 0.68 |
ROBT | 0.00 | 0.12 | 0.20 | 0.21 | 0.36 | 0.22 | 0.24 | 0.25 | 0.29 | 0.26 | 0.63 | 0.67 | 0.27 | 0.54 | 0.61 | 0.30 | 0.71 | 0.51 | 0.65 | 0.40 | 0.69 | 0.44 | 0.70 | 0.68 | 0.42 | 0.54 | 0.47 | 0.75 | 0.74 | 0.52 | 0.57 | 0.69 | 0.71 | 0.68 | 0.67 | 0.52 | 1.00 | 0.86 | 0.65 | 0.67 | 0.71 | 0.84 |
VGT | 0.05 | 0.13 | 0.21 | 0.24 | 0.29 | 0.25 | 0.33 | 0.22 | 0.23 | 0.35 | 0.61 | 0.63 | 0.24 | 0.59 | 0.54 | 0.25 | 0.68 | 0.43 | 0.70 | 0.35 | 0.72 | 0.40 | 0.76 | 0.76 | 0.37 | 0.49 | 0.41 | 0.83 | 0.80 | 0.50 | 0.64 | 0.88 | 0.81 | 0.86 | 0.78 | 0.51 | 0.86 | 1.00 | 0.64 | 0.63 | 0.78 | 0.91 |
XLI | 0.22 | 0.34 | 0.27 | 0.36 | 0.40 | 0.43 | 0.43 | 0.49 | 0.53 | 0.53 | 0.37 | 0.36 | 0.52 | 0.41 | 0.43 | 0.55 | 0.38 | 0.60 | 0.44 | 0.76 | 0.43 | 0.65 | 0.44 | 0.42 | 0.71 | 0.61 | 0.69 | 0.47 | 0.52 | 0.64 | 0.65 | 0.50 | 0.53 | 0.51 | 0.51 | 0.84 | 0.65 | 0.64 | 1.00 | 0.84 | 0.88 | 0.82 |
COWZ | 0.19 | 0.33 | 0.32 | 0.34 | 0.42 | 0.44 | 0.41 | 0.61 | 0.64 | 0.46 | 0.38 | 0.37 | 0.64 | 0.38 | 0.45 | 0.69 | 0.38 | 0.65 | 0.46 | 0.69 | 0.44 | 0.65 | 0.44 | 0.43 | 0.73 | 0.63 | 0.69 | 0.47 | 0.54 | 0.65 | 0.64 | 0.47 | 0.56 | 0.51 | 0.51 | 0.74 | 0.67 | 0.63 | 0.84 | 1.00 | 0.80 | 0.80 |
VIG | 0.32 | 0.38 | 0.37 | 0.52 | 0.35 | 0.48 | 0.57 | 0.38 | 0.38 | 0.63 | 0.42 | 0.40 | 0.41 | 0.58 | 0.44 | 0.41 | 0.44 | 0.50 | 0.56 | 0.58 | 0.53 | 0.58 | 0.56 | 0.56 | 0.57 | 0.59 | 0.62 | 0.56 | 0.59 | 0.69 | 0.75 | 0.69 | 0.64 | 0.66 | 0.64 | 0.74 | 0.71 | 0.78 | 0.88 | 0.80 | 1.00 | 0.94 |
VOO | 0.19 | 0.28 | 0.31 | 0.39 | 0.36 | 0.40 | 0.46 | 0.39 | 0.39 | 0.51 | 0.56 | 0.54 | 0.42 | 0.60 | 0.54 | 0.43 | 0.58 | 0.54 | 0.68 | 0.53 | 0.65 | 0.58 | 0.68 | 0.71 | 0.54 | 0.61 | 0.61 | 0.71 | 0.71 | 0.65 | 0.72 | 0.80 | 0.74 | 0.79 | 0.78 | 0.68 | 0.84 | 0.91 | 0.82 | 0.80 | 0.94 | 1.00 |
Dividend yield
Shanker_Sharma granted a 3.76% dividend yield in the last twelve months.
TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Shanker_Sharma | 3.76% | 2.71% | 1.94% | 2.63% | 2.66% | 2.93% | 2.31% | 2.47% | 3.11% | 3.11% | 2.81% | 3.14% |
Portfolio components: | ||||||||||||
AAPL Apple Inc. | 0.77% | 0.70% | 0.49% | 0.62% | 1.06% | 1.86% | 1.53% | 2.06% | 2.11% | 1.86% | 2.39% | 1.16% |
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% |
BAC Bank of America Corporation | 4.68% | 2.61% | 1.81% | 2.49% | 2.02% | 2.42% | 1.48% | 1.29% | 1.38% | 0.79% | 0.30% | 0.41% |
CAT Caterpillar Inc. | 3.36% | 1.95% | 2.14% | 2.39% | 2.78% | 2.89% | 2.25% | 3.91% | 5.31% | 3.61% | 2.47% | 3.69% |
CIM Chimera Investment Corporation | 27.38% | 21.22% | 10.28% | 17.93% | 14.61% | 18.64% | 20.08% | 23.44% | 32.80% | 46.79% | 36.93% | 52.06% |
COWZ Pacer US Cash Cows 100 ETF | 2.50% | 1.97% | 1.52% | 2.64% | 2.11% | 1.83% | 2.17% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% |
CRM salesforce.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% |
CSCO Cisco Systems, Inc. | 4.58% | 3.22% | 2.43% | 3.45% | 3.21% | 3.39% | 3.49% | 4.01% | 3.82% | 3.47% | 3.06% | 3.50% |
CVX Chevron Corporation | 5.72% | 3.22% | 4.78% | 6.79% | 4.64% | 5.03% | 4.38% | 4.81% | 6.55% | 5.40% | 4.66% | 5.00% |
DOW Dow Inc. | 8.57% | 5.71% | 5.33% | 5.69% | 4.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EMR Emerson Electric Co. | 3.91% | 2.18% | 2.26% | 2.64% | 2.82% | 3.66% | 3.19% | 4.08% | 4.88% | 3.66% | 3.12% | 4.12% |
FCX Freeport-McMoRan Inc. | 2.52% | 1.58% | 0.55% | 0.20% | 1.56% | 1.51% | 0.00% | 0.00% | 8.86% | 5.75% | 7.67% | 4.29% |
GIS General Mills, Inc. | 3.79% | 2.54% | 3.16% | 3.63% | 4.08% | 5.84% | 3.96% | 3.77% | 3.87% | 4.02% | 3.91% | 4.45% |
GOOGL Alphabet 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% |
HAL Halliburton Company | 2.13% | 1.23% | 0.80% | 1.71% | 3.08% | 2.93% | 1.62% | 1.49% | 2.41% | 1.86% | 1.21% | 1.23% |
JNJ Johnson & Johnson | 4.38% | 2.56% | 2.55% | 2.70% | 2.82% | 3.09% | 2.75% | 3.25% | 3.51% | 3.32% | 3.66% | 4.56% |
KHC The Kraft Heinz Company | 5.24% | 3.97% | 4.69% | 5.07% | 5.77% | 7.10% | 4.02% | 3.53% | 4.17% | 4.77% | 5.48% | 1.65% |
KO The Coca-Cola Company | 3.70% | 2.79% | 2.94% | 3.20% | 3.20% | 3.76% | 3.81% | 4.12% | 3.87% | 3.76% | 3.64% | 3.88% |
LVHI Legg Mason International Low Volatility High Dividend ETF | 7.71% | 7.77% | 4.47% | 4.48% | 7.84% | 13.41% | 4.70% | 2.90% | 0.00% | 0.00% | 0.00% | 0.00% |
META Meta Platforms, 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% |
MRVL | 0.59% | 0.65% | 0.21% | 0.51% | 0.92% | 1.52% | 1.16% | 1.83% | 2.93% | 1.82% | 1.87% | 2.83% |
MSFT | 1.17% | 1.06% | 0.69% | 0.96% | 1.24% | 1.78% | 1.98% | 2.58% | 2.61% | 2.85% | 3.07% | 3.79% |
NVDA | 0.05% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.23% | 1.77% | 2.06% | 0.66% |
PFE | 6.37% | 3.19% | 2.78% | 4.28% | 4.19% | 3.68% | 4.32% | 4.70% | 4.58% | 4.55% | 4.43% | 5.12% |
PM | 7.00% | 5.05% | 5.51% | 6.44% | 6.51% | 8.54% | 5.35% | 6.26% | 6.67% | 7.26% | 6.56% | 5.00% |
PYPL | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QCOM | 3.87% | 2.70% | 1.52% | 1.78% | 3.04% | 4.79% | 4.08% | 3.85% | 4.67% | 2.80% | 2.31% | 2.10% |
ROBT | 0.31% | 0.35% | 0.06% | 0.17% | 0.42% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SHOP | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TMO | 0.30% | 0.22% | 0.16% | 0.19% | 0.24% | 0.31% | 0.32% | 0.43% | 0.43% | 0.49% | 0.56% | 0.88% |
TSLA | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
U | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBER | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UNH | 1.63% | 1.21% | 1.13% | 1.42% | 1.48% | 1.48% | 1.41% | 1.63% | 1.78% | 1.58% | 1.61% | 1.73% |
VGT | 0.87% | 0.91% | 0.64% | 0.84% | 1.14% | 1.35% | 1.04% | 1.40% | 1.39% | 1.23% | 1.17% | 1.35% |
VIG | 2.41% | 1.97% | 1.59% | 1.70% | 1.82% | 2.25% | 2.08% | 2.42% | 2.69% | 2.30% | 2.22% | 2.91% |
VOO | 1.92% | 1.70% | 1.27% | 1.60% | 1.99% | 2.22% | 1.95% | 2.25% | 2.40% | 2.16% | 2.18% | 2.64% |
VWAGY | 23.78% | 18.24% | 2.45% | 3.41% | 3.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WFC | 4.24% | 2.70% | 1.30% | 4.25% | 3.91% | 4.05% | 2.97% | 3.31% | 3.37% | 3.15% | 3.33% | 3.48% |
XLE | 5.18% | 3.72% | 4.43% | 6.20% | 6.74% | 4.40% | 3.88% | 2.99% | 4.60% | 3.28% | 2.46% | 2.59% |
XLI | 2.04% | 1.64% | 1.27% | 1.61% | 2.05% | 2.32% | 1.94% | 2.31% | 2.46% | 2.16% | 2.00% | 2.76% |
XOM | 5.20% | 3.27% | 6.03% | 9.47% | 5.96% | 6.01% | 4.84% | 4.53% | 5.25% | 4.29% | 3.67% | 3.91% |
Expense Ratio
The Shanker_Sharma has an expense ratio of 0.05% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
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 | Ulcer Index | |
---|---|---|---|---|---|
AAPL Apple Inc. | 0.69 | ||||
AMZN Amazon.com, Inc. | 0.05 | ||||
BAC Bank of America Corporation | -0.78 | ||||
CAT Caterpillar Inc. | -0.03 | ||||
CIM Chimera Investment Corporation | -0.85 | ||||
COWZ Pacer US Cash Cows 100 ETF | -0.40 | ||||
CRM salesforce.com, inc. | 0.77 | ||||
CSCO Cisco Systems, Inc. | 0.61 | ||||
CVX Chevron Corporation | -0.32 | ||||
DOW Dow Inc. | -0.83 | ||||
EMR Emerson Electric Co. | -0.31 | ||||
FCX Freeport-McMoRan Inc. | -0.15 | ||||
GIS General Mills, Inc. | 1.16 | ||||
GOOGL Alphabet Inc. | 0.23 | ||||
HAL Halliburton Company | -0.51 | ||||
JNJ Johnson & Johnson | -0.71 | ||||
KHC The Kraft Heinz Company | 0.20 | ||||
KO The Coca-Cola Company | -0.16 | ||||
LVHI Legg Mason International Low Volatility High Dividend ETF | 0.48 | ||||
META Meta Platforms, Inc. | 0.70 | ||||
MRVL | N/A | ||||
MSFT | N/A | ||||
NVDA | N/A | ||||
PFE | N/A | ||||
PM | N/A | ||||
PYPL | N/A | ||||
QCOM | N/A | ||||
ROBT | N/A | ||||
SHOP | N/A | ||||
TMO | N/A | ||||
TSLA | N/A | ||||
U | N/A | ||||
UBER | N/A | ||||
UNH | N/A | ||||
VGT | N/A | ||||
VIG | N/A | ||||
VOO | N/A | ||||
VWAGY | N/A | ||||
WFC | N/A | ||||
XLE | N/A | ||||
XLI | N/A | ||||
XOM | N/A |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Shanker_Sharma. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Shanker_Sharma is 26.64%, recorded on Sep 30, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-26.64% | Jan 13, 2022 | 180 | Sep 30, 2022 | — | — | — |
-7.1% | Oct 13, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
-5.85% | Nov 17, 2021 | 10 | Dec 1, 2021 | 17 | Dec 27, 2021 | 27 |
-4.37% | Sep 3, 2021 | 11 | Sep 20, 2021 | 19 | Oct 15, 2021 | 30 |
-4.22% | Feb 25, 2021 | 6 | Mar 4, 2021 | 5 | Mar 11, 2021 | 11 |
Volatility Chart
The current Shanker_Sharma volatility is 4.60%, 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.