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Shanker_Sharma

Last updated Dec 7, 2023

Asset Allocation


AAPL 2.38%AMZN 2.38%BAC 2.38%CAT 2.38%CIM 2.38%COWZ 2.38%CRM 2.38%CSCO 2.38%CVX 2.38%DOW 2.38%EMR 2.38%FCX 2.38%GIS 2.38%GOOGL 2.38%HAL 2.38%JNJ 2.38%KHC 2.38%KO 2.38%LVHI 2.38%META 2.38%MRVL 2.38%MSFT 2.38%NVDA 2.38%PFE 2.38%PM 2.38%PYPL 2.38%QCOM 2.38%ROBT 2.38%SHOP 2.38%TMO 2.38%TSLA 2.38%U 2.38%UBER 2.38%UNH 2.38%VGT 2.38%VIG 2.38%VOO 2.38%VWAGY 2.38%WFC 2.38%XLE 2.38%XLI 2.38%XOM 2.38%EquityEquity
PositionCategory/SectorWeight
AAPL
Apple Inc.
Technology2.38%
AMZN
Amazon.com, Inc.
Consumer Cyclical2.38%
BAC
Bank of America Corporation
Financial Services2.38%
CAT
Caterpillar Inc.
Industrials2.38%
CIM
Chimera Investment Corporation
Real Estate2.38%
COWZ
Pacer US Cash Cows 100 ETF
All Cap Equities2.38%
CRM
salesforce.com, inc.
Technology2.38%
CSCO
Cisco Systems, Inc.
Technology2.38%
CVX
Chevron Corporation
Energy2.38%
DOW
Dow Inc.
Basic Materials2.38%
EMR
Emerson Electric Co.
Industrials2.38%
FCX
Freeport-McMoRan Inc.
Basic Materials2.38%
GIS
General Mills, Inc.
Consumer Defensive2.38%
GOOGL
Alphabet Inc.
Communication Services2.38%
HAL
Halliburton Company
Energy2.38%
JNJ
Johnson & Johnson
Healthcare2.38%
KHC
The Kraft Heinz Company
Consumer Defensive2.38%
KO
The Coca-Cola Company
Consumer Defensive2.38%
LVHI
Legg Mason International Low Volatility High Dividend ETF
Volatility Hedged Equity, Dividend2.38%
META
Meta Platforms, Inc.
Communication Services2.38%
MRVL
2.38%
MSFT
2.38%
NVDA
2.38%
PFE
2.38%
PM
2.38%
PYPL
2.38%
QCOM
2.38%
ROBT
2.38%
SHOP
2.38%
TMO
2.38%
TSLA
2.38%
U
2.38%
UBER
2.38%
UNH
2.38%
VGT
2.38%
VIG
2.38%
VOO
2.38%
VWAGY
2.38%
WFC
2.38%
XLE
2.38%
XLI
2.38%
XOM
2.38%

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


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
4.99%
6.60%
Shanker_Sharma
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Mar 20, 2019, corresponding to the inception date of DOW

Returns


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
N/AN/AN/AN/AN/AN/A
Shanker_Sharma22.55%4.48%4.99%19.32%N/AN/A
AAPL
Apple Inc.
48.85%7.44%8.44%35.33%36.71%27.11%
AMZN
Amazon.com, Inc.
72.05%3.42%19.21%63.76%12.18%22.31%
BAC
Bank of America Corporation
-4.95%8.63%5.26%-4.60%6.29%9.05%
CAT
Caterpillar Inc.
9.04%7.42%9.77%14.42%18.58%14.75%
CIM
Chimera Investment Corporation
2.62%3.89%3.18%-11.48%-13.58%2.03%
COWZ
Pacer US Cash Cows 100 ETF
9.48%1.57%7.25%7.13%15.37%N/A
CRM
salesforce.com, inc.
87.90%20.11%21.10%86.94%12.91%16.58%
CSCO
Cisco Systems, Inc.
3.20%-10.49%-2.75%1.18%3.64%11.87%
CVX
Chevron Corporation
-17.47%-2.02%-9.02%-13.88%9.01%5.91%
DOW
Dow Inc.
6.47%4.56%-3.01%5.09%N/AN/A
EMR
Emerson Electric Co.
-6.51%-3.83%5.30%-4.82%9.66%5.71%
FCX
Freeport-McMoRan Inc.
-3.20%2.49%-2.76%-4.35%28.72%1.92%
GIS
General Mills, Inc.
-19.04%1.03%-17.75%-20.49%15.16%5.99%
GOOGL
Alphabet Inc.
47.36%-0.18%6.14%34.07%20.02%17.15%
HAL
Halliburton Company
-10.22%-11.79%7.52%-2.08%5.11%-2.02%
JNJ
Johnson & Johnson
-8.65%4.07%0.32%-8.36%4.29%8.10%
KHC
The Kraft Heinz Company
-7.05%10.00%0.29%-4.00%-1.24%0.18%
KO
The Coca-Cola Company
-4.97%3.68%-0.38%-4.71%6.91%7.13%
LVHI
Legg Mason International Low Volatility High Dividend ETF
15.87%3.22%7.18%14.29%8.67%N/A
META
Meta Platforms, Inc.
163.79%0.52%20.43%178.17%18.28%20.84%
MRVL
N/AN/AN/AN/AN/AN/A
MSFT
N/AN/AN/AN/AN/AN/A
NVDA
N/AN/AN/AN/AN/AN/A
PFE
N/AN/AN/AN/AN/AN/A
PM
N/AN/AN/AN/AN/AN/A
PYPL
N/AN/AN/AN/AN/AN/A
QCOM
N/AN/AN/AN/AN/AN/A
ROBT
N/AN/AN/AN/AN/AN/A
SHOP
N/AN/AN/AN/AN/AN/A
TMO
N/AN/AN/AN/AN/AN/A
TSLA
N/AN/AN/AN/AN/AN/A
U
N/AN/AN/AN/AN/AN/A
UBER
N/AN/AN/AN/AN/AN/A
UNH
N/AN/AN/AN/AN/AN/A
VGT
N/AN/AN/AN/AN/AN/A
VIG
N/AN/AN/AN/AN/AN/A
VOO
N/AN/AN/AN/AN/AN/A
VWAGY
N/AN/AN/AN/AN/AN/A
WFC
N/AN/AN/AN/AN/AN/A
XLE
N/AN/AN/AN/AN/AN/A
XLI
N/AN/AN/AN/AN/AN/A
XOM
N/AN/AN/AN/AN/AN/A

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20231.46%7.94%5.36%-3.43%-4.07%-5.67%9.99%

Sharpe Ratio

The current Shanker_Sharma Sharpe ratio is 1.02. A Sharpe ratio greater than 1.0 is considered acceptable.

-1.000.001.002.003.001.02

The Sharpe ratio of Shanker_Sharma lies between the 25th and 75th percentiles. It indicates that the portfolio's risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.


Rolling 12-month Sharpe Ratio0.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
1.02
1.00
Shanker_Sharma
Benchmark (^GSPC)
Portfolio components

Dividend yield

Shanker_Sharma granted a 2.82% dividend yield in the last twelve months.


TTM20222021202020192018201720162015201420132012
Shanker_Sharma2.82%2.65%1.81%2.35%2.28%2.40%1.79%1.91%2.22%1.98%1.76%1.76%
AAPL
Apple Inc.
0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%2.10%1.00%
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
3.01%2.60%1.75%2.38%1.87%2.19%1.32%1.13%1.19%0.67%0.26%0.34%
CAT
Caterpillar Inc.
1.95%1.93%2.07%2.26%2.56%2.58%1.97%3.32%4.33%2.84%1.89%2.77%
CIM
Chimera Investment Corporation
16.14%20.36%8.55%13.66%9.73%11.22%10.82%14.34%14.08%17.61%11.61%14.56%
COWZ
Pacer US Cash Cows 100 ETF
2.05%1.96%1.48%2.54%1.96%1.67%1.95%0.13%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.
3.25%3.17%2.32%3.20%2.88%2.95%2.95%3.28%3.02%2.66%2.27%2.54%
CVX
Chevron Corporation
4.24%3.16%4.52%6.11%3.95%4.12%3.45%3.64%4.76%3.75%3.12%3.25%
DOW
Dow Inc.
5.50%5.56%4.94%5.05%3.84%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EMR
Emerson Electric Co.
2.38%2.15%2.18%2.49%2.58%3.26%2.76%3.42%3.94%2.85%2.37%3.04%
FCX
Freeport-McMoRan Inc.
1.65%1.56%0.53%0.19%1.50%1.43%0.00%0.00%8.29%5.23%6.76%3.48%
GIS
General Mills, Inc.
3.43%2.50%3.03%3.37%3.66%5.03%3.27%3.01%3.00%3.02%2.85%3.14%
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
2.18%1.22%0.79%1.67%2.94%2.71%1.47%1.33%2.12%1.60%1.03%1.04%
JNJ
Johnson & Johnson
3.00%2.52%2.45%2.53%2.57%2.74%2.38%2.73%2.87%2.64%2.83%3.42%
KHC
The Kraft Heinz Company
4.42%3.93%4.46%4.62%4.98%5.81%3.15%2.69%3.09%3.43%3.80%1.10%
KO
The Coca-Cola Company
3.14%2.77%2.84%2.99%2.89%3.29%3.23%3.38%3.07%2.89%2.71%2.81%
LVHI
Legg Mason International Low Volatility High Dividend ETF
7.28%7.74%4.13%3.97%6.67%10.67%3.38%2.02%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
0.48%0.65%0.21%0.50%0.90%1.48%1.12%1.73%2.72%1.66%1.67%2.48%
MSFT
0.76%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%2.59%3.11%
NVDA
0.04%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%1.94%0.61%
PFE
5.70%3.12%2.64%3.91%3.68%3.12%3.53%3.69%3.47%3.34%3.13%3.51%
PM
5.61%4.98%5.16%5.73%5.43%6.73%3.99%4.50%4.60%4.76%4.11%3.01%
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
2.42%2.67%1.47%1.69%2.81%4.27%3.50%3.17%3.72%2.17%1.75%1.56%
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
0.27%0.22%0.16%0.19%0.23%0.30%0.32%0.43%0.42%0.48%0.54%0.85%
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
1.33%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%1.39%1.40%1.47%
VGT
0.70%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%1.12%1.05%1.21%
VIG
1.92%1.96%1.55%1.63%1.71%2.08%1.88%2.14%2.34%1.95%1.84%2.37%
VOO
1.49%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%1.84%2.18%
VWAGY
21.44%17.23%1.99%2.72%2.75%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WFC
2.92%2.66%1.25%4.04%3.57%3.56%2.54%2.75%2.71%2.46%2.53%2.57%
XLE
3.70%3.68%4.21%5.62%5.73%3.54%3.03%2.26%3.39%2.35%1.73%1.78%
XLI
1.57%1.63%1.25%1.55%1.94%2.15%1.77%2.07%2.15%1.85%1.68%2.27%
XOM
3.71%3.22%5.70%8.44%4.92%4.74%3.66%3.30%3.69%2.92%2.43%2.52%

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.


0.49%
0.00%2.15%
0.40%
0.00%2.15%

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AAPL
Apple Inc.
1.46
AMZN
Amazon.com, Inc.
1.73
BAC
Bank of America Corporation
-0.33
CAT
Caterpillar Inc.
0.44
CIM
Chimera Investment Corporation
-0.37
COWZ
Pacer US Cash Cows 100 ETF
0.34
CRM
salesforce.com, inc.
2.88
CSCO
Cisco Systems, Inc.
-0.02
CVX
Chevron Corporation
-0.68
DOW
Dow Inc.
0.21
EMR
Emerson Electric Co.
-0.25
FCX
Freeport-McMoRan Inc.
-0.15
GIS
General Mills, Inc.
-1.16
GOOGL
Alphabet Inc.
1.00
HAL
Halliburton Company
-0.10
JNJ
Johnson & Johnson
-0.59
KHC
The Kraft Heinz Company
-0.26
KO
The Coca-Cola Company
-0.35
LVHI
Legg Mason International Low Volatility High Dividend ETF
1.47
META
Meta Platforms, Inc.
3.86
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

Asset Correlations Table

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

GISKHCPFEJNJUNHVWAGYPMXOMHALKOCVXTSLAUTMOXLEUBERSHOPMETAAMZNCRMFCXCIMPYPLWFCDOWCATNVDABACMSFTMRVLGOOGLAAPLCSCOQCOMLVHIEMRROBTVGTXLICOWZVIGVOO
GIS1.000.610.210.390.320.020.340.070.030.500.07-0.07-0.030.130.06-0.08-0.090.030.000.010.020.07-0.020.120.100.09-0.080.110.08-0.050.010.110.210.010.230.15-0.010.030.210.180.310.17
KHC0.611.000.180.320.240.140.370.200.160.480.220.060.010.090.210.02-0.010.110.070.080.140.220.070.240.270.250.000.220.140.030.100.150.270.100.310.260.120.120.310.310.370.27
PFE0.210.181.000.470.320.130.280.160.120.300.200.070.110.370.170.100.070.140.130.110.150.220.130.220.210.220.120.220.220.140.200.190.310.160.310.240.210.200.270.330.360.31
JNJ0.390.320.471.000.460.130.410.150.110.500.180.040.040.300.150.070.020.140.130.120.150.210.100.220.200.220.070.230.240.100.220.240.390.130.340.300.190.220.340.320.500.37
UNH0.320.240.320.461.000.110.300.210.180.420.240.120.060.330.220.120.080.180.170.180.190.200.150.280.190.230.160.280.330.190.270.300.360.220.370.330.200.300.390.370.540.43
VWAGY0.020.140.130.130.111.000.250.220.250.210.240.240.200.130.260.260.210.220.200.190.310.350.230.360.360.360.250.380.190.240.250.230.250.280.410.380.380.290.390.420.350.36
PM0.340.370.280.410.300.251.000.300.250.520.310.100.080.230.310.120.090.190.120.170.290.340.210.380.360.330.110.370.200.150.220.230.350.220.430.390.250.250.440.440.480.41
XOM0.070.200.160.150.210.220.301.000.800.220.900.070.070.060.940.170.030.080.080.130.510.360.140.450.580.580.090.490.070.160.160.140.290.220.380.510.240.180.470.610.370.36
HAL0.030.160.120.110.180.250.250.801.000.190.790.100.110.050.880.210.070.110.090.130.550.380.150.470.590.620.150.510.090.210.170.140.280.240.380.550.280.210.520.630.370.37
KO0.500.480.300.500.420.210.520.220.191.000.240.130.080.310.230.130.080.200.220.240.220.330.170.330.330.330.130.330.330.170.300.320.450.220.460.450.260.330.500.420.610.49
CVX0.070.220.200.180.240.240.310.900.790.241.000.090.100.110.940.180.060.110.090.140.520.380.150.470.570.600.130.510.110.190.210.170.310.240.410.540.260.210.500.640.400.39
TSLA-0.070.060.070.040.120.240.100.070.100.130.091.000.520.340.110.410.520.420.490.480.310.330.490.290.200.240.540.290.470.520.450.530.310.480.300.250.620.600.360.360.410.56
U-0.030.010.110.040.060.200.080.070.110.080.100.521.000.360.100.500.670.470.540.540.310.330.600.230.230.190.530.260.470.530.460.480.310.470.270.230.670.610.360.370.400.53
TMO0.130.090.370.300.330.130.230.060.050.310.110.340.361.000.090.280.410.370.390.420.280.290.430.220.170.200.420.260.500.450.440.460.430.430.350.350.520.550.410.370.570.57
XLE0.060.210.170.150.220.260.310.940.880.230.940.110.100.091.000.220.070.120.110.160.570.410.170.510.620.630.150.550.100.220.200.170.320.260.430.560.300.230.540.700.410.41
UBER-0.080.020.100.070.120.260.120.170.210.130.180.410.500.280.221.000.540.450.490.480.370.350.510.350.290.280.480.360.390.470.440.390.280.410.370.310.600.530.430.430.440.54
SHOP-0.09-0.010.070.020.080.210.090.030.070.080.060.520.670.410.070.541.000.540.630.620.310.330.660.250.200.210.630.280.530.610.520.530.310.530.310.260.710.680.380.370.450.59
META0.030.110.140.140.180.220.190.080.110.200.110.420.470.370.120.450.541.000.630.570.300.360.600.260.270.230.600.290.630.560.680.590.420.560.400.320.630.700.430.430.540.67
AMZN0.000.070.130.130.170.200.120.080.090.220.090.490.540.390.110.490.630.631.000.630.310.370.590.260.240.200.630.290.700.590.690.670.420.580.350.330.660.750.410.400.540.70
CRM0.010.080.110.120.180.190.170.130.130.240.140.480.540.420.160.480.620.570.631.000.290.360.600.270.240.210.610.290.650.590.590.580.440.570.390.340.690.750.430.420.550.67
FCX0.020.140.150.150.190.310.290.510.550.220.520.310.310.280.570.370.310.300.310.291.000.400.350.490.630.640.350.520.290.400.360.310.390.410.460.580.520.430.600.650.510.54
CIM0.070.220.220.210.200.350.340.360.380.330.380.330.330.290.410.350.330.360.370.360.401.000.380.490.480.460.340.540.340.390.370.380.410.420.500.480.540.470.600.610.570.59
PYPL-0.020.070.130.100.150.230.210.140.150.170.150.490.600.430.170.510.660.600.590.600.350.381.000.320.270.260.570.360.550.560.550.550.380.550.370.320.680.690.440.440.530.65
WFC0.120.240.220.220.280.360.380.450.470.330.470.290.230.220.510.350.250.260.260.270.490.490.321.000.560.530.290.830.270.350.330.290.400.350.530.550.450.390.640.650.580.57
DOW0.100.270.210.200.190.360.360.580.590.330.570.200.230.170.620.290.200.270.240.240.630.480.270.561.000.690.250.610.230.320.300.260.420.350.510.660.430.360.700.730.560.53
CAT0.090.250.220.220.230.360.330.580.620.330.600.240.190.200.630.280.210.230.200.210.640.460.260.530.691.000.290.610.210.340.280.250.430.360.510.730.430.370.760.700.580.54
NVDA-0.080.000.120.070.160.250.110.090.150.130.130.540.530.420.150.480.630.600.630.610.350.340.570.290.250.291.000.300.680.750.620.630.430.680.350.350.710.820.440.420.540.69
BAC0.110.220.220.230.280.380.370.490.510.330.510.290.260.260.550.360.280.290.290.290.520.540.360.830.610.610.301.000.260.360.350.290.440.370.570.610.490.400.690.690.610.60
MSFT0.080.140.220.240.330.190.200.070.090.330.110.470.470.500.100.390.530.630.700.650.290.340.550.270.230.210.680.261.000.620.760.740.530.620.400.360.660.870.460.430.670.78
MRVL-0.050.030.140.100.190.240.150.160.210.170.190.520.530.450.220.470.610.560.590.590.400.390.560.350.320.340.750.360.621.000.570.590.520.730.420.430.730.780.510.520.580.70
GOOGL0.010.100.200.220.270.250.220.160.170.300.210.450.460.440.200.440.520.680.690.590.360.370.550.330.300.280.620.350.760.571.000.670.510.580.420.410.640.760.490.470.610.76
AAPL0.110.150.190.240.300.230.230.140.140.320.170.530.480.460.170.390.530.590.670.580.310.380.550.290.260.250.630.290.740.590.671.000.540.650.400.370.660.850.500.470.650.77
CSCO0.210.270.310.390.360.250.350.290.280.450.310.310.310.430.320.280.310.420.420.440.390.410.380.400.420.430.430.440.530.520.510.541.000.490.520.550.570.630.630.620.730.70
QCOM0.010.100.160.130.220.280.220.220.240.220.240.480.470.430.260.410.530.560.580.570.410.420.550.350.350.360.680.370.620.730.580.650.491.000.440.430.700.790.520.540.620.73
LVHI0.230.310.310.340.370.410.430.380.380.460.410.300.270.350.430.370.310.400.350.390.460.500.370.530.510.510.350.570.400.420.420.400.520.441.000.560.540.500.640.650.680.65
EMR0.150.260.240.300.330.380.390.510.550.450.540.250.230.350.560.310.260.320.330.340.580.480.320.550.660.730.350.610.360.430.410.370.550.430.561.000.520.490.820.730.720.66
ROBT-0.010.120.210.190.200.380.250.240.280.260.260.620.670.520.300.600.710.630.660.690.520.540.680.450.430.430.710.490.660.730.640.660.570.700.540.521.000.850.660.660.720.84
VGT0.030.120.200.220.300.290.250.180.210.330.210.600.610.550.230.530.680.700.750.750.430.470.690.390.360.370.820.400.870.780.760.850.630.790.500.490.851.000.630.600.780.91
XLI0.210.310.270.340.390.390.440.470.520.500.500.360.360.410.540.430.380.430.410.430.600.600.440.640.700.760.440.690.460.510.490.500.630.520.640.820.660.631.000.830.880.82
COWZ0.180.310.330.320.370.420.440.610.630.420.640.360.370.370.700.430.370.430.400.420.650.610.440.650.730.700.420.690.430.520.470.470.620.540.650.730.660.600.831.000.790.78
VIG0.310.370.360.500.540.350.480.370.370.610.400.410.400.570.410.440.450.540.540.550.510.570.530.580.560.580.540.610.670.580.610.650.730.620.680.720.720.780.880.791.000.93
VOO0.170.270.310.370.430.360.410.360.370.490.390.560.530.570.410.540.590.670.700.670.540.590.650.570.530.540.690.600.780.700.760.770.700.730.650.660.840.910.820.780.931.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.42%
-5.15%
Shanker_Sharma
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Shanker_Sharma. 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 Shanker_Sharma was 26.64%, occurring on Sep 30, 2022. Recovery took 195 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-26.64%Jan 13, 2022180Sep 30, 2022195Jul 13, 2023375
-13.85%Aug 1, 202363Oct 27, 2023
-7.1%Oct 13, 202014Oct 30, 20204Nov 5, 202018
-5.85%Nov 17, 202110Dec 1, 202117Dec 27, 202127
-4.37%Sep 3, 202111Sep 20, 202119Oct 15, 202130

Volatility Chart

The current Shanker_Sharma volatility is 3.65%, 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.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.65%
2.92%
Shanker_Sharma
Benchmark (^GSPC)
Portfolio components
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