Shanker_Sharma

Last updated Jun 2, 2023

Asset Allocation

Position	Category/Sector	Weight
AAPL Apple Inc.	Technology	2.38%
AMZN Amazon.com, Inc.	Consumer Cyclical	2.38%
BAC Bank of America Corporation	Financial Services	2.38%
CAT Caterpillar Inc.	Industrials	2.38%
CIM Chimera Investment Corporation	Real Estate	2.38%
COWZ Pacer US Cash Cows 100 ETF	All Cap Equities	2.38%
CRM salesforce.com, inc.	Technology	2.38%
CSCO Cisco Systems, Inc.	Technology	2.38%
CVX Chevron Corporation	Energy	2.38%
DOW Dow Inc.	Basic Materials	2.38%
EMR Emerson Electric Co.	Industrials	2.38%
FCX Freeport-McMoRan Inc.	Basic Materials	2.38%
GIS General Mills, Inc.	Consumer Defensive	2.38%
GOOGL Alphabet Inc.	Communication Services	2.38%
HAL Halliburton Company	Energy	2.38%
JNJ Johnson & Johnson	Healthcare	2.38%
KHC The Kraft Heinz Company	Consumer Defensive	2.38%
KO The Coca-Cola Company	Consumer Defensive	2.38%
LVHI Legg Mason International Low Volatility High Dividend ETF	Volatility Hedged Equity, Dividend	2.38%
META Meta Platforms, Inc.	Communication Services	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%

Benchmark

Rebalance portfolio

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

Shanker_Sharma

Benchmark (^GSPC)

Portfolio components

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

The table below shows the correlation coefficients between the assets in the portfolio.

	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

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Shanker_Sharma Sharpe ratio is 0.24. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.

Shanker_Sharma

Benchmark (^GSPC)

Portfolio components

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.

COWZ

Pacer US Cash Cows 100 ETF

0.49%

0.00%2.15%

LVHI

Legg Mason International Low Volatility High Dividend ETF

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 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.

Shanker_Sharma

Benchmark (^GSPC)

Portfolio components

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.

Shanker_Sharma

Benchmark (^GSPC)

Portfolio components