GBIRA
Asset Allocation
Position | Category/Sector | Target Weight |
---|---|---|
AAPL Apple Inc | Technology | 3.70% |
ACLS Axcelis Technologies, Inc. | Technology | 3.70% |
ACN Accenture plc | Technology | 3.70% |
CMG Chipotle Mexican Grill, Inc. | Consumer Cyclical | 3.70% |
COP ConocoPhillips Company | Energy | 3.70% |
DHI D.R. Horton, Inc. | Consumer Cyclical | 3.70% |
DHR Danaher Corporation | Healthcare | 3.70% |
FANG Diamondback Energy, Inc. | Energy | 3.70% |
FTNT Fortinet, Inc. | Technology | 3.70% |
GOOG Alphabet Inc | Communication Services | 3.70% |
ISRG Intuitive Surgical, Inc. | Healthcare | 3.70% |
KRE SPDR S&P Regional Banking ETF | Financials Equities | 3.70% |
LMT Lockheed Martin Corporation | Industrials | 3.70% |
MCD McDonald's Corporation | Consumer Cyclical | 3.70% |
MCO Moody's Corporation | Financial Services | 3.70% |
MRK Merck & Co., Inc. | Healthcare | 3.70% |
MSFT Microsoft Corporation | Technology | 3.70% |
NFLX Netflix, Inc. | Communication Services | 3.70% |
NVDA NVIDIA Corporation | Technology | 3.70% |
PANW | 3.70% | |
QQQ | 3.70% | |
RWL | 3.70% | |
SCHD | 3.70% | |
UNH | 3.70% | |
VRTX | 3.70% | |
VTV | 3.70% | |
XOM | 3.70% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in GBIRA, 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 Every 3 months.
The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG
Returns By Period
As of May 9, 2025, the GBIRA returned -4.99% Year-To-Date and 21.49% of annualized return in the last 10 years.
YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.70% | 13.67% | -5.18% | 9.18% | 14.14% | 10.43% |
GBIRA | -4.99% | 10.91% | -8.83% | 4.41% | 23.60% | 21.49% |
Portfolio components: | ||||||
AAPL Apple Inc | -21.05% | 14.54% | -12.99% | 8.58% | 21.29% | 21.49% |
ACLS Axcelis Technologies, Inc. | -15.76% | 37.91% | -32.42% | -47.19% | 17.59% | 17.16% |
ACN Accenture plc | -11.39% | 10.31% | -13.58% | 0.76% | 12.07% | 14.29% |
CMG Chipotle Mexican Grill, Inc. | -14.68% | 11.90% | -11.61% | -19.19% | 22.76% | 15.04% |
COP ConocoPhillips Company | -9.71% | 7.45% | -19.78% | -25.99% | 19.65% | 6.42% |
DHI D.R. Horton, Inc. | -10.88% | 7.94% | -25.70% | -15.32% | 21.35% | 18.53% |
DHR Danaher Corporation | -15.00% | 11.56% | -20.62% | -21.56% | 6.81% | 19.06% |
FANG Diamondback Energy, Inc. | -16.29% | 14.20% | -24.10% | -30.68% | 32.27% | 8.23% |
FTNT Fortinet, Inc. | 3.45% | 10.88% | 16.80% | 63.91% | 29.10% | 28.85% |
GOOG Alphabet Inc | -18.12% | 6.26% | -14.36% | -8.57% | 17.71% | 19.36% |
ISRG Intuitive Surgical, Inc. | 3.10% | 17.60% | 2.65% | 41.48% | 24.68% | 25.65% |
KRE SPDR S&P Regional Banking ETF | -5.17% | 16.47% | -10.85% | 16.58% | 12.44% | 5.67% |
LMT Lockheed Martin Corporation | -1.63% | 7.03% | -12.83% | 4.47% | 7.52% | 12.57% |
MCD McDonald's Corporation | 8.77% | 4.56% | 7.65% | 19.61% | 14.24% | 15.29% |
MCO Moody's Corporation | -0.17% | 18.90% | 1.68% | 20.03% | 14.39% | 17.27% |
MRK Merck & Co., Inc. | -21.27% | -1.65% | -21.97% | -38.29% | 4.44% | 6.31% |
MSFT Microsoft Corporation | 4.16% | 23.58% | 3.41% | 7.55% | 19.98% | 26.84% |
NFLX Netflix, Inc. | 28.40% | 31.48% | 43.68% | 87.77% | 21.39% | 29.88% |
NVDA NVIDIA Corporation | -12.59% | 21.88% | -21.15% | 29.85% | 72.35% | 72.94% |
PANW | 3.61% | 23.60% | -2.57% | 24.44% | 39.67% | 22.30% |
QQQ | -4.34% | 17.36% | -4.62% | 11.64% | 17.57% | 17.21% |
RWL | 1.19% | 10.87% | -1.90% | 9.48% | 17.01% | 10.94% |
SCHD | -4.79% | 6.00% | -9.18% | 2.30% | 12.67% | 10.38% |
UNH | -23.46% | -30.29% | -35.80% | -22.16% | 7.68% | 14.66% |
VRTX | 6.68% | -9.05% | -14.50% | 2.57% | 9.63% | 13.26% |
VTV | 0.00% | 9.53% | -4.18% | 7.95% | 14.41% | 9.81% |
XOM | -0.51% | 5.26% | -10.94% | -5.60% | 23.92% | 6.52% |
Monthly Returns
The table below presents the monthly returns of GBIRA, 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 2.24% | -2.44% | -3.93% | -1.39% | 0.56% | -4.99% | |||||||
2024 | 3.41% | 3.20% | 3.54% | -3.36% | 4.07% | 4.28% | 2.59% | 3.61% | -0.23% | -1.66% | 4.71% | -4.57% | 20.74% |
2023 | 8.32% | -1.07% | 5.12% | 2.66% | 3.10% | 7.12% | 3.13% | -1.91% | -4.67% | -1.62% | 8.17% | 5.11% | 37.77% |
2022 | -4.69% | 0.87% | 3.62% | -10.15% | 2.58% | -7.51% | 10.45% | -3.41% | -7.27% | 12.26% | 5.62% | -5.82% | -6.18% |
2021 | 0.87% | 5.09% | 4.76% | 6.17% | 0.76% | 4.85% | 2.21% | 5.04% | -2.37% | 9.21% | 0.21% | 5.46% | 50.68% |
2020 | 0.62% | -8.20% | -12.10% | 18.43% | 7.45% | 1.80% | 5.12% | 5.61% | -4.67% | -4.52% | 13.16% | 5.99% | 27.45% |
2019 | 9.91% | 5.28% | 2.67% | 2.51% | -8.00% | 6.96% | 1.96% | -1.32% | 1.07% | 3.28% | 6.09% | 4.13% | 39.03% |
2018 | 8.10% | -1.86% | -1.03% | 2.78% | 3.28% | 1.22% | 2.88% | 5.47% | 1.37% | -9.01% | 1.34% | -8.95% | 4.17% |
2017 | 4.86% | 3.55% | 1.94% | 1.78% | 4.10% | -0.32% | 3.33% | 0.90% | 3.56% | 4.78% | 3.03% | 0.39% | 36.77% |
2016 | -6.29% | -0.82% | 7.78% | 0.39% | 3.37% | -1.46% | 6.77% | 1.64% | 2.23% | -1.67% | 4.26% | 0.97% | 17.65% |
2015 | -0.98% | 6.76% | -1.17% | 2.70% | 3.11% | -1.43% | 4.63% | -3.75% | -2.46% | 6.98% | 2.98% | -3.21% | 14.22% |
2014 | -2.88% | 5.27% | 5.01% | -2.02% | 4.82% | -0.40% | 2.24% | 2.43% | 0.88% | 16.03% |
Expense Ratio
GBIRA has an expense ratio of 0.04%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GBIRA is 15, meaning it’s performing worse than 85% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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 | |
---|---|---|---|---|---|
AAPL Apple Inc | 0.27 | 0.63 | 1.09 | 0.28 | 0.95 |
ACLS Axcelis Technologies, Inc. | -0.85 | -1.24 | 0.85 | -0.61 | -1.05 |
ACN Accenture plc | 0.03 | 0.33 | 1.04 | 0.09 | 0.25 |
CMG Chipotle Mexican Grill, Inc. | -0.57 | -0.65 | 0.92 | -0.59 | -1.08 |
COP ConocoPhillips Company | -0.81 | -1.01 | 0.86 | -0.72 | -1.73 |
DHI D.R. Horton, Inc. | -0.45 | -0.56 | 0.94 | -0.42 | -0.79 |
DHR Danaher Corporation | -0.75 | -0.89 | 0.88 | -0.52 | -1.24 |
FANG Diamondback Energy, Inc. | -0.79 | -0.97 | 0.87 | -0.74 | -1.67 |
FTNT Fortinet, Inc. | 1.53 | 2.67 | 1.37 | 2.14 | 9.22 |
GOOG Alphabet Inc | -0.28 | -0.15 | 0.98 | -0.27 | -0.59 |
ISRG Intuitive Surgical, Inc. | 1.23 | 1.89 | 1.26 | 1.56 | 4.96 |
KRE SPDR S&P Regional Banking ETF | 0.52 | 0.98 | 1.13 | 0.45 | 1.61 |
LMT Lockheed Martin Corporation | 0.20 | 0.44 | 1.07 | 0.17 | 0.33 |
MCD McDonald's Corporation | 0.97 | 1.41 | 1.18 | 1.12 | 3.63 |
MCO Moody's Corporation | 0.77 | 1.29 | 1.19 | 0.92 | 3.09 |
MRK Merck & Co., Inc. | -1.47 | -1.94 | 0.74 | -0.91 | -1.66 |
MSFT Microsoft Corporation | 0.30 | 0.57 | 1.07 | 0.29 | 0.63 |
NFLX Netflix, Inc. | 2.74 | 3.60 | 1.48 | 4.79 | 15.67 |
NVDA NVIDIA Corporation | 0.51 | 1.02 | 1.13 | 0.74 | 1.85 |
PANW | 0.68 | 1.20 | 1.15 | 0.95 | 2.88 |
QQQ | 0.47 | 0.81 | 1.11 | 0.51 | 1.67 |
RWL | 0.61 | 1.00 | 1.14 | 0.69 | 2.73 |
SCHD | 0.14 | 0.35 | 1.05 | 0.17 | 0.57 |
UNH | -0.59 | -0.50 | 0.91 | -0.55 | -1.53 |
VRTX | 0.09 | 0.47 | 1.07 | 0.29 | 0.77 |
VTV | 0.52 | 0.86 | 1.12 | 0.58 | 2.15 |
XOM | -0.24 | -0.19 | 0.98 | -0.32 | -0.72 |
Dividends
Dividend yield
GBIRA provided a 1.47% dividend yield over the last twelve months.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | 1.47% | 1.35% | 1.36% | 1.44% | 1.18% | 1.52% | 1.21% | 1.36% | 1.16% | 2.63% | 1.54% | 1.39% |
Portfolio components: | ||||||||||||
AAPL Apple Inc | 0.51% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
ACLS Axcelis Technologies, 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% |
ACN Accenture plc | 1.86% | 1.52% | 1.33% | 1.51% | 0.87% | 1.26% | 1.07% | 1.98% | 1.66% | 1.97% | 2.03% | 2.18% |
CMG Chipotle Mexican Grill, 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% |
COP ConocoPhillips Company | 3.06% | 2.54% | 3.37% | 4.20% | 2.70% | 4.23% | 2.05% | 1.86% | 1.93% | 1.99% | 6.30% | 4.11% |
DHI D.R. Horton, Inc. | 1.21% | 0.93% | 0.69% | 1.04% | 0.76% | 1.05% | 1.18% | 1.51% | 0.83% | 1.24% | 0.84% | 0.79% |
DHR Danaher Corporation | 0.58% | 0.47% | 0.43% | 0.38% | 0.26% | 0.32% | 0.44% | 0.62% | 0.60% | 36.46% | 0.80% | 0.47% |
FANG Diamondback Energy, Inc. | 4.56% | 5.06% | 5.15% | 6.55% | 1.62% | 3.10% | 0.74% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% |
FTNT Fortinet, 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% |
GOOG Alphabet Inc | 0.51% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ISRG Intuitive Surgical, 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% |
KRE SPDR S&P Regional Banking ETF | 2.75% | 2.59% | 2.99% | 2.51% | 1.97% | 2.78% | 2.21% | 2.25% | 1.40% | 1.40% | 1.80% | 1.60% |
LMT Lockheed Martin Corporation | 2.72% | 2.62% | 2.68% | 2.34% | 2.98% | 2.76% | 2.31% | 3.13% | 2.32% | 2.71% | 2.83% | 2.85% |
MCD McDonald's Corporation | 2.19% | 2.34% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% | 3.50% |
MCO Moody's Corporation | 0.74% | 0.72% | 0.79% | 1.00% | 0.63% | 0.77% | 0.84% | 1.26% | 1.03% | 1.57% | 1.36% | 1.17% |
MRK Merck & Co., Inc. | 4.07% | 3.14% | 2.72% | 2.52% | 3.41% | 3.03% | 2.48% | 2.60% | 3.36% | 3.14% | 3.43% | 3.12% |
MSFT Microsoft Corporation | 0.72% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
NFLX Netflix, 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% |
NVDA NVIDIA Corporation | 0.03% | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
PANW | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ | 0.61% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
RWL | 1.46% | 1.43% | 1.60% | 1.62% | 1.35% | 1.75% | 1.87% | 1.99% | 1.61% | 1.71% | 1.97% | 1.43% |
SCHD | 4.03% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
UNH | 2.18% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
VRTX | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTV | 2.33% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
XOM | 3.66% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% |
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 GBIRA. 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 GBIRA was 35.80%, occurring on Mar 23, 2020. Recovery took 52 trading sessions.
The current GBIRA drawdown is 9.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-35.8% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
-22.55% | Oct 2, 2018 | 58 | Dec 24, 2018 | 59 | Mar 21, 2019 | 117 |
-19.15% | Mar 30, 2022 | 56 | Jun 17, 2022 | 152 | Jan 26, 2023 | 208 |
-18.76% | Nov 12, 2024 | 100 | Apr 8, 2025 | — | — | — |
-17.23% | Dec 2, 2015 | 49 | Feb 11, 2016 | 77 | Jun 2, 2016 | 126 |
Volatility
Volatility Chart
The current GBIRA volatility is 10.69%, 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
Diversification Metrics
Number of Effective Assets
The portfolio contains 27 assets, with an effective number of assets of 27.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.
Asset Correlations Table
^GSPC | MRK | LMT | FANG | CMG | COP | MCD | UNH | VRTX | XOM | NFLX | DHI | PANW | ACLS | KRE | NVDA | FTNT | DHR | AAPL | ISRG | GOOG | MCO | ACN | MSFT | SCHD | VTV | QQQ | RWL | Portfolio | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
^GSPC | 1.00 | 0.38 | 0.40 | 0.40 | 0.44 | 0.44 | 0.47 | 0.45 | 0.44 | 0.46 | 0.51 | 0.51 | 0.51 | 0.57 | 0.61 | 0.63 | 0.58 | 0.61 | 0.68 | 0.66 | 0.70 | 0.70 | 0.72 | 0.75 | 0.83 | 0.88 | 0.91 | 0.91 | 0.93 |
MRK | 0.38 | 1.00 | 0.30 | 0.15 | 0.14 | 0.23 | 0.33 | 0.36 | 0.40 | 0.27 | 0.15 | 0.19 | 0.15 | 0.13 | 0.20 | 0.10 | 0.20 | 0.37 | 0.22 | 0.28 | 0.22 | 0.32 | 0.30 | 0.26 | 0.44 | 0.45 | 0.28 | 0.40 | 0.37 |
LMT | 0.40 | 0.30 | 1.00 | 0.22 | 0.12 | 0.28 | 0.35 | 0.33 | 0.22 | 0.32 | 0.12 | 0.24 | 0.16 | 0.16 | 0.30 | 0.15 | 0.20 | 0.28 | 0.23 | 0.24 | 0.22 | 0.32 | 0.34 | 0.24 | 0.49 | 0.49 | 0.27 | 0.46 | 0.40 |
FANG | 0.40 | 0.15 | 0.22 | 1.00 | 0.16 | 0.73 | 0.14 | 0.18 | 0.17 | 0.65 | 0.16 | 0.22 | 0.18 | 0.27 | 0.42 | 0.21 | 0.20 | 0.18 | 0.22 | 0.21 | 0.23 | 0.21 | 0.24 | 0.20 | 0.45 | 0.48 | 0.28 | 0.48 | 0.48 |
CMG | 0.44 | 0.14 | 0.12 | 0.16 | 1.00 | 0.14 | 0.31 | 0.18 | 0.20 | 0.13 | 0.33 | 0.29 | 0.34 | 0.26 | 0.23 | 0.34 | 0.37 | 0.28 | 0.32 | 0.37 | 0.33 | 0.37 | 0.36 | 0.38 | 0.30 | 0.32 | 0.45 | 0.37 | 0.48 |
COP | 0.44 | 0.23 | 0.28 | 0.73 | 0.14 | 1.00 | 0.18 | 0.23 | 0.19 | 0.76 | 0.14 | 0.22 | 0.16 | 0.25 | 0.43 | 0.19 | 0.20 | 0.20 | 0.23 | 0.20 | 0.24 | 0.26 | 0.27 | 0.22 | 0.53 | 0.56 | 0.28 | 0.54 | 0.49 |
MCD | 0.47 | 0.33 | 0.35 | 0.14 | 0.31 | 0.18 | 1.00 | 0.32 | 0.24 | 0.24 | 0.19 | 0.31 | 0.18 | 0.20 | 0.28 | 0.21 | 0.24 | 0.36 | 0.32 | 0.31 | 0.31 | 0.40 | 0.40 | 0.36 | 0.50 | 0.48 | 0.39 | 0.46 | 0.44 |
UNH | 0.45 | 0.36 | 0.33 | 0.18 | 0.18 | 0.23 | 0.32 | 1.00 | 0.35 | 0.26 | 0.21 | 0.24 | 0.20 | 0.20 | 0.30 | 0.21 | 0.26 | 0.37 | 0.29 | 0.34 | 0.31 | 0.37 | 0.37 | 0.31 | 0.46 | 0.51 | 0.35 | 0.51 | 0.45 |
VRTX | 0.44 | 0.40 | 0.22 | 0.17 | 0.20 | 0.19 | 0.24 | 0.35 | 1.00 | 0.19 | 0.29 | 0.25 | 0.33 | 0.26 | 0.22 | 0.29 | 0.33 | 0.37 | 0.32 | 0.37 | 0.35 | 0.35 | 0.32 | 0.36 | 0.37 | 0.39 | 0.46 | 0.40 | 0.50 |
XOM | 0.46 | 0.27 | 0.32 | 0.65 | 0.13 | 0.76 | 0.24 | 0.26 | 0.19 | 1.00 | 0.13 | 0.22 | 0.14 | 0.25 | 0.45 | 0.18 | 0.18 | 0.23 | 0.25 | 0.23 | 0.25 | 0.27 | 0.30 | 0.21 | 0.59 | 0.61 | 0.29 | 0.58 | 0.49 |
NFLX | 0.51 | 0.15 | 0.12 | 0.16 | 0.33 | 0.14 | 0.19 | 0.21 | 0.29 | 0.13 | 1.00 | 0.25 | 0.39 | 0.34 | 0.23 | 0.47 | 0.44 | 0.33 | 0.44 | 0.41 | 0.48 | 0.40 | 0.38 | 0.49 | 0.31 | 0.34 | 0.60 | 0.39 | 0.56 |
DHI | 0.51 | 0.19 | 0.24 | 0.22 | 0.29 | 0.22 | 0.31 | 0.24 | 0.25 | 0.22 | 0.25 | 1.00 | 0.27 | 0.35 | 0.36 | 0.32 | 0.31 | 0.37 | 0.34 | 0.36 | 0.33 | 0.43 | 0.40 | 0.34 | 0.49 | 0.49 | 0.44 | 0.52 | 0.53 |
PANW | 0.51 | 0.15 | 0.16 | 0.18 | 0.34 | 0.16 | 0.18 | 0.20 | 0.33 | 0.14 | 0.39 | 0.27 | 1.00 | 0.39 | 0.27 | 0.46 | 0.62 | 0.34 | 0.42 | 0.45 | 0.42 | 0.41 | 0.39 | 0.45 | 0.33 | 0.36 | 0.57 | 0.41 | 0.60 |
ACLS | 0.57 | 0.13 | 0.16 | 0.27 | 0.26 | 0.25 | 0.20 | 0.20 | 0.26 | 0.25 | 0.34 | 0.35 | 0.39 | 1.00 | 0.41 | 0.53 | 0.42 | 0.34 | 0.43 | 0.42 | 0.44 | 0.39 | 0.39 | 0.44 | 0.45 | 0.47 | 0.59 | 0.50 | 0.63 |
KRE | 0.61 | 0.20 | 0.30 | 0.42 | 0.23 | 0.43 | 0.28 | 0.30 | 0.22 | 0.45 | 0.23 | 0.36 | 0.27 | 0.41 | 1.00 | 0.30 | 0.28 | 0.34 | 0.32 | 0.31 | 0.34 | 0.44 | 0.43 | 0.31 | 0.67 | 0.73 | 0.44 | 0.71 | 0.58 |
NVDA | 0.63 | 0.10 | 0.15 | 0.21 | 0.34 | 0.19 | 0.21 | 0.21 | 0.29 | 0.18 | 0.47 | 0.32 | 0.46 | 0.53 | 0.30 | 1.00 | 0.51 | 0.37 | 0.50 | 0.49 | 0.52 | 0.44 | 0.46 | 0.59 | 0.41 | 0.42 | 0.73 | 0.47 | 0.66 |
FTNT | 0.58 | 0.20 | 0.20 | 0.20 | 0.37 | 0.20 | 0.24 | 0.26 | 0.33 | 0.18 | 0.44 | 0.31 | 0.62 | 0.42 | 0.28 | 0.51 | 1.00 | 0.41 | 0.45 | 0.49 | 0.47 | 0.48 | 0.49 | 0.53 | 0.41 | 0.43 | 0.63 | 0.47 | 0.66 |
DHR | 0.61 | 0.37 | 0.28 | 0.18 | 0.28 | 0.20 | 0.36 | 0.37 | 0.37 | 0.23 | 0.33 | 0.37 | 0.34 | 0.34 | 0.34 | 0.37 | 0.41 | 1.00 | 0.41 | 0.51 | 0.42 | 0.52 | 0.52 | 0.48 | 0.54 | 0.56 | 0.55 | 0.55 | 0.60 |
AAPL | 0.68 | 0.22 | 0.23 | 0.22 | 0.32 | 0.23 | 0.32 | 0.29 | 0.32 | 0.25 | 0.44 | 0.34 | 0.42 | 0.43 | 0.32 | 0.50 | 0.45 | 0.41 | 1.00 | 0.49 | 0.57 | 0.48 | 0.48 | 0.61 | 0.49 | 0.49 | 0.76 | 0.55 | 0.65 |
ISRG | 0.66 | 0.28 | 0.24 | 0.21 | 0.37 | 0.20 | 0.31 | 0.34 | 0.37 | 0.23 | 0.41 | 0.36 | 0.45 | 0.42 | 0.31 | 0.49 | 0.49 | 0.51 | 0.49 | 1.00 | 0.51 | 0.53 | 0.54 | 0.57 | 0.48 | 0.52 | 0.66 | 0.54 | 0.67 |
GOOG | 0.70 | 0.22 | 0.22 | 0.23 | 0.33 | 0.24 | 0.31 | 0.31 | 0.35 | 0.25 | 0.48 | 0.33 | 0.42 | 0.44 | 0.34 | 0.52 | 0.47 | 0.42 | 0.57 | 0.51 | 1.00 | 0.50 | 0.53 | 0.68 | 0.48 | 0.50 | 0.77 | 0.56 | 0.68 |
MCO | 0.70 | 0.32 | 0.32 | 0.21 | 0.37 | 0.26 | 0.40 | 0.37 | 0.35 | 0.27 | 0.40 | 0.43 | 0.41 | 0.39 | 0.44 | 0.44 | 0.48 | 0.52 | 0.48 | 0.53 | 0.50 | 1.00 | 0.60 | 0.58 | 0.60 | 0.63 | 0.64 | 0.64 | 0.68 |
ACN | 0.72 | 0.30 | 0.34 | 0.24 | 0.36 | 0.27 | 0.40 | 0.37 | 0.32 | 0.30 | 0.38 | 0.40 | 0.39 | 0.39 | 0.43 | 0.46 | 0.49 | 0.52 | 0.48 | 0.54 | 0.53 | 0.60 | 1.00 | 0.61 | 0.63 | 0.64 | 0.65 | 0.65 | 0.69 |
MSFT | 0.75 | 0.26 | 0.24 | 0.20 | 0.38 | 0.22 | 0.36 | 0.31 | 0.36 | 0.21 | 0.49 | 0.34 | 0.45 | 0.44 | 0.31 | 0.59 | 0.53 | 0.48 | 0.61 | 0.57 | 0.68 | 0.58 | 0.61 | 1.00 | 0.52 | 0.53 | 0.82 | 0.57 | 0.71 |
SCHD | 0.83 | 0.44 | 0.49 | 0.45 | 0.30 | 0.53 | 0.50 | 0.46 | 0.37 | 0.59 | 0.31 | 0.49 | 0.33 | 0.45 | 0.67 | 0.41 | 0.41 | 0.54 | 0.49 | 0.48 | 0.48 | 0.60 | 0.63 | 0.52 | 1.00 | 0.94 | 0.64 | 0.91 | 0.77 |
VTV | 0.88 | 0.45 | 0.49 | 0.48 | 0.32 | 0.56 | 0.48 | 0.51 | 0.39 | 0.61 | 0.34 | 0.49 | 0.36 | 0.47 | 0.73 | 0.42 | 0.43 | 0.56 | 0.49 | 0.52 | 0.50 | 0.63 | 0.64 | 0.53 | 0.94 | 1.00 | 0.66 | 0.96 | 0.81 |
QQQ | 0.91 | 0.28 | 0.27 | 0.28 | 0.45 | 0.28 | 0.39 | 0.35 | 0.46 | 0.29 | 0.60 | 0.44 | 0.57 | 0.59 | 0.44 | 0.73 | 0.63 | 0.55 | 0.76 | 0.66 | 0.77 | 0.64 | 0.65 | 0.82 | 0.64 | 0.66 | 1.00 | 0.72 | 0.87 |
RWL | 0.91 | 0.40 | 0.46 | 0.48 | 0.37 | 0.54 | 0.46 | 0.51 | 0.40 | 0.58 | 0.39 | 0.52 | 0.41 | 0.50 | 0.71 | 0.47 | 0.47 | 0.55 | 0.55 | 0.54 | 0.56 | 0.64 | 0.65 | 0.57 | 0.91 | 0.96 | 0.72 | 1.00 | 0.85 |
Portfolio | 0.93 | 0.37 | 0.40 | 0.48 | 0.48 | 0.49 | 0.44 | 0.45 | 0.50 | 0.49 | 0.56 | 0.53 | 0.60 | 0.63 | 0.58 | 0.66 | 0.66 | 0.60 | 0.65 | 0.67 | 0.68 | 0.68 | 0.69 | 0.71 | 0.77 | 0.81 | 0.87 | 0.85 | 1.00 |