Shanker_Sharma

Last updated Dec 7, 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

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

Returns

	Year-To-Date	1 month	6 months	1 year	5 years (annualized)	10 years (annualized)
^GSPC	N/A	N/A	N/A	N/A	N/A	N/A
Shanker_Sharma	22.55%	4.48%	4.99%	19.32%	N/A	N/A
Portfolio components:
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/A	N/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/A	N/A	N/A	N/A	N/A	N/A
MSFT	N/A	N/A	N/A	N/A	N/A	N/A
NVDA	N/A	N/A	N/A	N/A	N/A	N/A
PFE	N/A	N/A	N/A	N/A	N/A	N/A
PM	N/A	N/A	N/A	N/A	N/A	N/A
PYPL	N/A	N/A	N/A	N/A	N/A	N/A
QCOM	N/A	N/A	N/A	N/A	N/A	N/A
ROBT	N/A	N/A	N/A	N/A	N/A	N/A
SHOP	N/A	N/A	N/A	N/A	N/A	N/A
TMO	N/A	N/A	N/A	N/A	N/A	N/A
TSLA	N/A	N/A	N/A	N/A	N/A	N/A
U	N/A	N/A	N/A	N/A	N/A	N/A
UBER	N/A	N/A	N/A	N/A	N/A	N/A
UNH	N/A	N/A	N/A	N/A	N/A	N/A
VGT	N/A	N/A	N/A	N/A	N/A	N/A
VIG	N/A	N/A	N/A	N/A	N/A	N/A
VOO	N/A	N/A	N/A	N/A	N/A	N/A
VWAGY	N/A	N/A	N/A	N/A	N/A	N/A
WFC	N/A	N/A	N/A	N/A	N/A	N/A
XLE	N/A	N/A	N/A	N/A	N/A	N/A
XLI	N/A	N/A	N/A	N/A	N/A	N/A
XOM	N/A	N/A	N/A	N/A	N/A	N/A

Monthly Returns Heatmap

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2023					1.46%	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.

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.

Shanker_Sharma

Benchmark (^GSPC)

Portfolio components

Dividend yield

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

	TTM	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012
Shanker_Sharma	2.82%	2.65%	1.81%	2.35%	2.28%	2.40%	1.79%	1.91%	2.22%	1.98%	1.76%	1.76%
Portfolio components:
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.

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.	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.

	GIS	KHC	PFE	JNJ	UNH	VWAGY	PM	XOM	HAL	KO	CVX	TSLA	U	TMO	XLE	UBER	SHOP	META	AMZN	CRM	FCX	CIM	PYPL	WFC	DOW	CAT	NVDA	BAC	MSFT	MRVL	GOOGL	AAPL	CSCO	QCOM	LVHI	EMR	ROBT	VGT	XLI	COWZ	VIG	VOO
GIS	1.00	0.61	0.21	0.39	0.32	0.02	0.34	0.07	0.03	0.50	0.07	-0.07	-0.03	0.13	0.06	-0.08	-0.09	0.03	0.00	0.01	0.02	0.07	-0.02	0.12	0.10	0.09	-0.08	0.11	0.08	-0.05	0.01	0.11	0.21	0.01	0.23	0.15	-0.01	0.03	0.21	0.18	0.31	0.17
KHC	0.61	1.00	0.18	0.32	0.24	0.14	0.37	0.20	0.16	0.48	0.22	0.06	0.01	0.09	0.21	0.02	-0.01	0.11	0.07	0.08	0.14	0.22	0.07	0.24	0.27	0.25	0.00	0.22	0.14	0.03	0.10	0.15	0.27	0.10	0.31	0.26	0.12	0.12	0.31	0.31	0.37	0.27
PFE	0.21	0.18	1.00	0.47	0.32	0.13	0.28	0.16	0.12	0.30	0.20	0.07	0.11	0.37	0.17	0.10	0.07	0.14	0.13	0.11	0.15	0.22	0.13	0.22	0.21	0.22	0.12	0.22	0.22	0.14	0.20	0.19	0.31	0.16	0.31	0.24	0.21	0.20	0.27	0.33	0.36	0.31
JNJ	0.39	0.32	0.47	1.00	0.46	0.13	0.41	0.15	0.11	0.50	0.18	0.04	0.04	0.30	0.15	0.07	0.02	0.14	0.13	0.12	0.15	0.21	0.10	0.22	0.20	0.22	0.07	0.23	0.24	0.10	0.22	0.24	0.39	0.13	0.34	0.30	0.19	0.22	0.34	0.32	0.50	0.37
UNH	0.32	0.24	0.32	0.46	1.00	0.11	0.30	0.21	0.18	0.42	0.24	0.12	0.06	0.33	0.22	0.12	0.08	0.18	0.17	0.18	0.19	0.20	0.15	0.28	0.19	0.23	0.16	0.28	0.33	0.19	0.27	0.30	0.36	0.22	0.37	0.33	0.20	0.30	0.39	0.37	0.54	0.43
VWAGY	0.02	0.14	0.13	0.13	0.11	1.00	0.25	0.22	0.25	0.21	0.24	0.24	0.20	0.13	0.26	0.26	0.21	0.22	0.20	0.19	0.31	0.35	0.23	0.36	0.36	0.36	0.25	0.38	0.19	0.24	0.25	0.23	0.25	0.28	0.41	0.38	0.38	0.29	0.39	0.42	0.35	0.36
PM	0.34	0.37	0.28	0.41	0.30	0.25	1.00	0.30	0.25	0.52	0.31	0.10	0.08	0.23	0.31	0.12	0.09	0.19	0.12	0.17	0.29	0.34	0.21	0.38	0.36	0.33	0.11	0.37	0.20	0.15	0.22	0.23	0.35	0.22	0.43	0.39	0.25	0.25	0.44	0.44	0.48	0.41
XOM	0.07	0.20	0.16	0.15	0.21	0.22	0.30	1.00	0.80	0.22	0.90	0.07	0.07	0.06	0.94	0.17	0.03	0.08	0.08	0.13	0.51	0.36	0.14	0.45	0.58	0.58	0.09	0.49	0.07	0.16	0.16	0.14	0.29	0.22	0.38	0.51	0.24	0.18	0.47	0.61	0.37	0.36
HAL	0.03	0.16	0.12	0.11	0.18	0.25	0.25	0.80	1.00	0.19	0.79	0.10	0.11	0.05	0.88	0.21	0.07	0.11	0.09	0.13	0.55	0.38	0.15	0.47	0.59	0.62	0.15	0.51	0.09	0.21	0.17	0.14	0.28	0.24	0.38	0.55	0.28	0.21	0.52	0.63	0.37	0.37
KO	0.50	0.48	0.30	0.50	0.42	0.21	0.52	0.22	0.19	1.00	0.24	0.13	0.08	0.31	0.23	0.13	0.08	0.20	0.22	0.24	0.22	0.33	0.17	0.33	0.33	0.33	0.13	0.33	0.33	0.17	0.30	0.32	0.45	0.22	0.46	0.45	0.26	0.33	0.50	0.42	0.61	0.49
CVX	0.07	0.22	0.20	0.18	0.24	0.24	0.31	0.90	0.79	0.24	1.00	0.09	0.10	0.11	0.94	0.18	0.06	0.11	0.09	0.14	0.52	0.38	0.15	0.47	0.57	0.60	0.13	0.51	0.11	0.19	0.21	0.17	0.31	0.24	0.41	0.54	0.26	0.21	0.50	0.64	0.40	0.39
TSLA	-0.07	0.06	0.07	0.04	0.12	0.24	0.10	0.07	0.10	0.13	0.09	1.00	0.52	0.34	0.11	0.41	0.52	0.42	0.49	0.48	0.31	0.33	0.49	0.29	0.20	0.24	0.54	0.29	0.47	0.52	0.45	0.53	0.31	0.48	0.30	0.25	0.62	0.60	0.36	0.36	0.41	0.56
U	-0.03	0.01	0.11	0.04	0.06	0.20	0.08	0.07	0.11	0.08	0.10	0.52	1.00	0.36	0.10	0.50	0.67	0.47	0.54	0.54	0.31	0.33	0.60	0.23	0.23	0.19	0.53	0.26	0.47	0.53	0.46	0.48	0.31	0.47	0.27	0.23	0.67	0.61	0.36	0.37	0.40	0.53
TMO	0.13	0.09	0.37	0.30	0.33	0.13	0.23	0.06	0.05	0.31	0.11	0.34	0.36	1.00	0.09	0.28	0.41	0.37	0.39	0.42	0.28	0.29	0.43	0.22	0.17	0.20	0.42	0.26	0.50	0.45	0.44	0.46	0.43	0.43	0.35	0.35	0.52	0.55	0.41	0.37	0.57	0.57
XLE	0.06	0.21	0.17	0.15	0.22	0.26	0.31	0.94	0.88	0.23	0.94	0.11	0.10	0.09	1.00	0.22	0.07	0.12	0.11	0.16	0.57	0.41	0.17	0.51	0.62	0.63	0.15	0.55	0.10	0.22	0.20	0.17	0.32	0.26	0.43	0.56	0.30	0.23	0.54	0.70	0.41	0.41
UBER	-0.08	0.02	0.10	0.07	0.12	0.26	0.12	0.17	0.21	0.13	0.18	0.41	0.50	0.28	0.22	1.00	0.54	0.45	0.49	0.48	0.37	0.35	0.51	0.35	0.29	0.28	0.48	0.36	0.39	0.47	0.44	0.39	0.28	0.41	0.37	0.31	0.60	0.53	0.43	0.43	0.44	0.54
SHOP	-0.09	-0.01	0.07	0.02	0.08	0.21	0.09	0.03	0.07	0.08	0.06	0.52	0.67	0.41	0.07	0.54	1.00	0.54	0.63	0.62	0.31	0.33	0.66	0.25	0.20	0.21	0.63	0.28	0.53	0.61	0.52	0.53	0.31	0.53	0.31	0.26	0.71	0.68	0.38	0.37	0.45	0.59
META	0.03	0.11	0.14	0.14	0.18	0.22	0.19	0.08	0.11	0.20	0.11	0.42	0.47	0.37	0.12	0.45	0.54	1.00	0.63	0.57	0.30	0.36	0.60	0.26	0.27	0.23	0.60	0.29	0.63	0.56	0.68	0.59	0.42	0.56	0.40	0.32	0.63	0.70	0.43	0.43	0.54	0.67
AMZN	0.00	0.07	0.13	0.13	0.17	0.20	0.12	0.08	0.09	0.22	0.09	0.49	0.54	0.39	0.11	0.49	0.63	0.63	1.00	0.63	0.31	0.37	0.59	0.26	0.24	0.20	0.63	0.29	0.70	0.59	0.69	0.67	0.42	0.58	0.35	0.33	0.66	0.75	0.41	0.40	0.54	0.70
CRM	0.01	0.08	0.11	0.12	0.18	0.19	0.17	0.13	0.13	0.24	0.14	0.48	0.54	0.42	0.16	0.48	0.62	0.57	0.63	1.00	0.29	0.36	0.60	0.27	0.24	0.21	0.61	0.29	0.65	0.59	0.59	0.58	0.44	0.57	0.39	0.34	0.69	0.75	0.43	0.42	0.55	0.67
FCX	0.02	0.14	0.15	0.15	0.19	0.31	0.29	0.51	0.55	0.22	0.52	0.31	0.31	0.28	0.57	0.37	0.31	0.30	0.31	0.29	1.00	0.40	0.35	0.49	0.63	0.64	0.35	0.52	0.29	0.40	0.36	0.31	0.39	0.41	0.46	0.58	0.52	0.43	0.60	0.65	0.51	0.54
CIM	0.07	0.22	0.22	0.21	0.20	0.35	0.34	0.36	0.38	0.33	0.38	0.33	0.33	0.29	0.41	0.35	0.33	0.36	0.37	0.36	0.40	1.00	0.38	0.49	0.48	0.46	0.34	0.54	0.34	0.39	0.37	0.38	0.41	0.42	0.50	0.48	0.54	0.47	0.60	0.61	0.57	0.59
PYPL	-0.02	0.07	0.13	0.10	0.15	0.23	0.21	0.14	0.15	0.17	0.15	0.49	0.60	0.43	0.17	0.51	0.66	0.60	0.59	0.60	0.35	0.38	1.00	0.32	0.27	0.26	0.57	0.36	0.55	0.56	0.55	0.55	0.38	0.55	0.37	0.32	0.68	0.69	0.44	0.44	0.53	0.65
WFC	0.12	0.24	0.22	0.22	0.28	0.36	0.38	0.45	0.47	0.33	0.47	0.29	0.23	0.22	0.51	0.35	0.25	0.26	0.26	0.27	0.49	0.49	0.32	1.00	0.56	0.53	0.29	0.83	0.27	0.35	0.33	0.29	0.40	0.35	0.53	0.55	0.45	0.39	0.64	0.65	0.58	0.57
DOW	0.10	0.27	0.21	0.20	0.19	0.36	0.36	0.58	0.59	0.33	0.57	0.20	0.23	0.17	0.62	0.29	0.20	0.27	0.24	0.24	0.63	0.48	0.27	0.56	1.00	0.69	0.25	0.61	0.23	0.32	0.30	0.26	0.42	0.35	0.51	0.66	0.43	0.36	0.70	0.73	0.56	0.53
CAT	0.09	0.25	0.22	0.22	0.23	0.36	0.33	0.58	0.62	0.33	0.60	0.24	0.19	0.20	0.63	0.28	0.21	0.23	0.20	0.21	0.64	0.46	0.26	0.53	0.69	1.00	0.29	0.61	0.21	0.34	0.28	0.25	0.43	0.36	0.51	0.73	0.43	0.37	0.76	0.70	0.58	0.54
NVDA	-0.08	0.00	0.12	0.07	0.16	0.25	0.11	0.09	0.15	0.13	0.13	0.54	0.53	0.42	0.15	0.48	0.63	0.60	0.63	0.61	0.35	0.34	0.57	0.29	0.25	0.29	1.00	0.30	0.68	0.75	0.62	0.63	0.43	0.68	0.35	0.35	0.71	0.82	0.44	0.42	0.54	0.69
BAC	0.11	0.22	0.22	0.23	0.28	0.38	0.37	0.49	0.51	0.33	0.51	0.29	0.26	0.26	0.55	0.36	0.28	0.29	0.29	0.29	0.52	0.54	0.36	0.83	0.61	0.61	0.30	1.00	0.26	0.36	0.35	0.29	0.44	0.37	0.57	0.61	0.49	0.40	0.69	0.69	0.61	0.60
MSFT	0.08	0.14	0.22	0.24	0.33	0.19	0.20	0.07	0.09	0.33	0.11	0.47	0.47	0.50	0.10	0.39	0.53	0.63	0.70	0.65	0.29	0.34	0.55	0.27	0.23	0.21	0.68	0.26	1.00	0.62	0.76	0.74	0.53	0.62	0.40	0.36	0.66	0.87	0.46	0.43	0.67	0.78
MRVL	-0.05	0.03	0.14	0.10	0.19	0.24	0.15	0.16	0.21	0.17	0.19	0.52	0.53	0.45	0.22	0.47	0.61	0.56	0.59	0.59	0.40	0.39	0.56	0.35	0.32	0.34	0.75	0.36	0.62	1.00	0.57	0.59	0.52	0.73	0.42	0.43	0.73	0.78	0.51	0.52	0.58	0.70
GOOGL	0.01	0.10	0.20	0.22	0.27	0.25	0.22	0.16	0.17	0.30	0.21	0.45	0.46	0.44	0.20	0.44	0.52	0.68	0.69	0.59	0.36	0.37	0.55	0.33	0.30	0.28	0.62	0.35	0.76	0.57	1.00	0.67	0.51	0.58	0.42	0.41	0.64	0.76	0.49	0.47	0.61	0.76
AAPL	0.11	0.15	0.19	0.24	0.30	0.23	0.23	0.14	0.14	0.32	0.17	0.53	0.48	0.46	0.17	0.39	0.53	0.59	0.67	0.58	0.31	0.38	0.55	0.29	0.26	0.25	0.63	0.29	0.74	0.59	0.67	1.00	0.54	0.65	0.40	0.37	0.66	0.85	0.50	0.47	0.65	0.77
CSCO	0.21	0.27	0.31	0.39	0.36	0.25	0.35	0.29	0.28	0.45	0.31	0.31	0.31	0.43	0.32	0.28	0.31	0.42	0.42	0.44	0.39	0.41	0.38	0.40	0.42	0.43	0.43	0.44	0.53	0.52	0.51	0.54	1.00	0.49	0.52	0.55	0.57	0.63	0.63	0.62	0.73	0.70
QCOM	0.01	0.10	0.16	0.13	0.22	0.28	0.22	0.22	0.24	0.22	0.24	0.48	0.47	0.43	0.26	0.41	0.53	0.56	0.58	0.57	0.41	0.42	0.55	0.35	0.35	0.36	0.68	0.37	0.62	0.73	0.58	0.65	0.49	1.00	0.44	0.43	0.70	0.79	0.52	0.54	0.62	0.73
LVHI	0.23	0.31	0.31	0.34	0.37	0.41	0.43	0.38	0.38	0.46	0.41	0.30	0.27	0.35	0.43	0.37	0.31	0.40	0.35	0.39	0.46	0.50	0.37	0.53	0.51	0.51	0.35	0.57	0.40	0.42	0.42	0.40	0.52	0.44	1.00	0.56	0.54	0.50	0.64	0.65	0.68	0.65
EMR	0.15	0.26	0.24	0.30	0.33	0.38	0.39	0.51	0.55	0.45	0.54	0.25	0.23	0.35	0.56	0.31	0.26	0.32	0.33	0.34	0.58	0.48	0.32	0.55	0.66	0.73	0.35	0.61	0.36	0.43	0.41	0.37	0.55	0.43	0.56	1.00	0.52	0.49	0.82	0.73	0.72	0.66
ROBT	-0.01	0.12	0.21	0.19	0.20	0.38	0.25	0.24	0.28	0.26	0.26	0.62	0.67	0.52	0.30	0.60	0.71	0.63	0.66	0.69	0.52	0.54	0.68	0.45	0.43	0.43	0.71	0.49	0.66	0.73	0.64	0.66	0.57	0.70	0.54	0.52	1.00	0.85	0.66	0.66	0.72	0.84
VGT	0.03	0.12	0.20	0.22	0.30	0.29	0.25	0.18	0.21	0.33	0.21	0.60	0.61	0.55	0.23	0.53	0.68	0.70	0.75	0.75	0.43	0.47	0.69	0.39	0.36	0.37	0.82	0.40	0.87	0.78	0.76	0.85	0.63	0.79	0.50	0.49	0.85	1.00	0.63	0.60	0.78	0.91
XLI	0.21	0.31	0.27	0.34	0.39	0.39	0.44	0.47	0.52	0.50	0.50	0.36	0.36	0.41	0.54	0.43	0.38	0.43	0.41	0.43	0.60	0.60	0.44	0.64	0.70	0.76	0.44	0.69	0.46	0.51	0.49	0.50	0.63	0.52	0.64	0.82	0.66	0.63	1.00	0.83	0.88	0.82
COWZ	0.18	0.31	0.33	0.32	0.37	0.42	0.44	0.61	0.63	0.42	0.64	0.36	0.37	0.37	0.70	0.43	0.37	0.43	0.40	0.42	0.65	0.61	0.44	0.65	0.73	0.70	0.42	0.69	0.43	0.52	0.47	0.47	0.62	0.54	0.65	0.73	0.66	0.60	0.83	1.00	0.79	0.78
VIG	0.31	0.37	0.36	0.50	0.54	0.35	0.48	0.37	0.37	0.61	0.40	0.41	0.40	0.57	0.41	0.44	0.45	0.54	0.54	0.55	0.51	0.57	0.53	0.58	0.56	0.58	0.54	0.61	0.67	0.58	0.61	0.65	0.73	0.62	0.68	0.72	0.72	0.78	0.88	0.79	1.00	0.93
VOO	0.17	0.27	0.31	0.37	0.43	0.36	0.41	0.36	0.37	0.49	0.39	0.56	0.53	0.57	0.41	0.54	0.59	0.67	0.70	0.67	0.54	0.59	0.65	0.57	0.53	0.54	0.69	0.60	0.78	0.70	0.76	0.77	0.70	0.73	0.65	0.66	0.84	0.91	0.82	0.78	0.93	1.00

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 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, 2022	180	Sep 30, 2022	195	Jul 13, 2023	375
-13.85%	Aug 1, 2023	63	Oct 27, 2023	—	—	—
-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

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.

Shanker_Sharma

Benchmark (^GSPC)

Portfolio components

Shanker_Sharma

Asset Allocation

Performance

Returns

Monthly Returns Heatmap

Dividend yield

Expense Ratio

Risk-Adjusted Performance

Asset Correlations Table

Drawdowns Chart

Worst Drawdowns

Volatility Chart

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