Growth and Income #2

Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	3.03%
ACN Accenture plc	Technology	3.03%
ADSK Autodesk, Inc.	Technology	3.03%
AMZN Amazon.com, Inc	Consumer Cyclical	3.03%
AVNT Avient Corporation	Basic Materials	3.03%
CAT Caterpillar Inc.	Industrials	3.03%
CCI Crown Castle International Corp.	Real Estate	3.03%
CRM Salesforce, Inc.	Technology	3.03%
CVX Chevron Corporation	Energy	3.03%
DG Dollar General Corporation	Consumer Defensive	3.03%
DHR Danaher Corporation	Healthcare	3.03%
HAL Halliburton Company	Energy	3.03%
HCA HCA Healthcare, Inc.	Healthcare	3.03%
HD The Home Depot, Inc.	Consumer Cyclical	3.03%
HLT Hilton Worldwide Holdings Inc.	Consumer Cyclical	3.03%
JPM JPMorgan Chase & Co.	Financial Services	3.03%
LOW Lowe's Companies, Inc.	Consumer Cyclical	3.03%
LPLA LPL Financial Holdings Inc.	Financial Services	3.03%
LRCX Lam Research Corporation	Technology	3.03%
MAR Marriott International, Inc.	Consumer Cyclical	3.03%
MCD McDonald's Corporation	Consumer Cyclical	3.03%
MCHP Microchip Technology Incorporated	Technology	3.03%
PG The Procter & Gamble Company	Consumer Defensive	3.03%
SNPS Synopsys, Inc.	Technology	3.03%
STZ Constellation Brands, Inc.	Consumer Defensive	3.03%
V Visa Inc.	Financial Services	3.03%
WMT Walmart Inc.	Consumer Defensive	3.03%
YUM YUM! Brands, Inc.	Consumer Cyclical	3.03%
ZTS Zoetis Inc.	Healthcare	3.03%
LMT Lockheed Martin Corporation	Industrials	3.03%
RTX RTX Corporation	Industrials	3.03%
MSFT Microsoft Corporation	Technology	3.03%
FISV Fiserv, Inc	Technology	3.03%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Growth and Income #2, 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.

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Returns By Period

As of Jun 9, 2026, the Growth and Income #2 returned 2.34% Year-To-Date and 19.39% of annualized return in the last 10 years.

Position	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.30%	0.09%	8.18%	8.17%	23.42%	19.88%	11.91%	13.45%
Portfolio Growth and Income #2	-0.08%	-1.52%	2.34%	3.82%	9.28%	12.57%	10.39%	19.39%
Portfolio components:
AAPL Apple Inc	-1.89%	2.90%	11.12%	8.71%	48.46%	19.11%	19.46%	29.63%
ACN Accenture plc	-2.14%	-3.32%	-34.05%	-33.61%	-43.66%	-15.70%	-7.59%	5.74%
ADSK Autodesk, Inc.	-2.14%	-7.96%	-23.98%	-25.33%	-24.45%	3.77%	-3.97%	14.89%
AMZN Amazon.com, Inc	-0.33%	-10.07%	6.24%	8.08%	14.82%	25.71%	8.37%	21.19%
AVNT Avient Corporation	1.62%	-6.51%	11.29%	16.99%	-3.86%	-1.58%	-5.18%	1.41%
CAT Caterpillar Inc.	1.26%	2.03%	60.51%	54.15%	161.94%	59.74%	33.67%	31.20%
CCI Crown Castle International Corp.	-2.86%	1.35%	4.58%	3.54%	-2.86%	-1.69%	-10.03%	4.00%
CRM Salesforce, Inc.	-1.68%	0.40%	-30.92%	-29.37%	-33.00%	-4.89%	-4.74%	8.51%
CVX Chevron Corporation	1.03%	5.15%	26.53%	29.68%	40.62%	10.57%	16.60%	10.98%
DG Dollar General Corporation	3.01%	-5.71%	-18.82%	-13.27%	-3.96%	-9.41%	-10.79%	2.93%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 12, 2013, Growth and Income #2's average daily return is +0.07%, while the average monthly return is +1.52%. At this rate, an investment would double in approximately 3.8 years.

Historically, 66% of months were positive and 34% were negative. The best month was Jan 2017 with a return of +20.8%, while the worst month was Mar 2020 at -14.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Growth and Income #2 closed higher 56% of trading days. The best single day was Jan 4, 2017 with a return of +18.0%, while the worst single day was Mar 16, 2020 at -12.8%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	4.91%	1.31%	-6.24%	5.69%	-1.96%	-0.89%							2.34%
2025	2.90%	-0.78%	-3.94%	-2.18%	4.95%	3.34%	0.14%	2.62%	-0.34%	0.23%	-0.08%	2.92%	9.85%
2024	1.71%	5.40%	2.48%	-4.95%	2.17%	1.54%	2.04%	0.77%	3.19%	-1.92%	5.80%	-5.18%	13.10%
2023	7.25%	-2.10%	2.17%	1.27%	-1.29%	6.39%	3.33%	-1.54%	-5.61%	-2.18%	9.30%	5.14%	23.17%
2022	-4.73%	-1.66%	3.30%	-5.11%	0.97%	-9.52%	10.77%	-4.20%	-8.73%	11.63%	5.30%	-5.01%	-9.27%
2021	-3.03%	5.46%	5.32%	4.89%	0.68%	0.23%	3.24%	1.49%	-2.75%	6.12%	-0.86%	6.75%	30.46%

Benchmark Metrics

Growth and Income #2 has an annualized alpha of 6.02%, beta of 0.99, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since December 12, 2013.

This portfolio captured 118.72% of S&P 500 Index gains but only 91.16% of its losses - a favorable profile for investors.
This portfolio generated an annualized alpha of 6.02% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
With beta of 0.99 and R2 of 0.85, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha: 6.02%

Beta: 0.99

R²: 0.85

Upside Capture: 118.72%

Downside Capture: 91.16%

Expense Ratio

Growth and Income #2 has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Risk / Return Rank

Growth and Income #2 ranks 11 for risk / return — in the bottom 11% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below presents risk-adjusted performance metrics for Growth and Income #2 and compares them with S&P 500 Index.

	Portfolio	Benchmark	Difference
Sharpe ratioReturn per unit of total volatility	0.77	1.94	-1.17
Sortino ratioReturn per unit of downside risk	1.19	2.63	-1.44
Omega ratioGain probability vs. loss probability	1.14	1.35	-0.21
Calmar ratioReturn relative to maximum drawdown	1.07	2.59	-1.52
Martin ratioReturn relative to average drawdown	3.36	11.84	-8.48
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

Position	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AAPL Apple Inc	88	2.18	3.09	1.39	3.53	8.89
ACN Accenture plc	4	-1.22	-1.85	0.78	-0.89	-1.63
ADSK Autodesk, Inc.	12	-0.75	-0.93	0.88	-0.74	-1.41
AMZN Amazon.com, Inc	56	0.49	0.89	1.11	0.68	1.64
AVNT Avient Corporation	36	-0.12	0.07	1.01	-0.14	-0.28
CAT Caterpillar Inc.	98	4.76	5.44	1.69	11.74	38.95
CCI Crown Castle International Corp.	36	-0.11	0.04	1.00	-0.10	-0.16
CRM Salesforce, Inc.	8	-0.88	-1.17	0.86	-0.84	-1.62
CVX Chevron Corporation	84	1.86	2.45	1.32	2.92	7.37
DG Dollar General Corporation	36	-0.12	0.08	1.01	-0.11	-0.28

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Growth and Income #2 Sharpe ratios as of Jun 9, 2026 (values are recalculated daily):

1-Year: 0.77
5-Year: 0.63
10-Year: 1.00
All Time: 0.99

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.59 to 2.46, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of Growth and Income #2 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

Growth and Income #2 provided a 1.61% dividend yield over the last twelve months.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.61%	1.58%	1.62%	1.82%	1.41%	1.13%	1.93%	1.45%	1.75%	2.29%	3.84%	1.76%
Portfolio components:
AAPL Apple Inc	0.35%	0.38%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%
ACN Accenture plc	3.65%	2.26%	1.52%	1.33%	1.51%	0.87%	1.26%	1.07%	1.98%	1.66%	1.97%	2.03%
ADSK Autodesk, 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%
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%
AVNT Avient Corporation	3.16%	3.47%	2.55%	2.41%	2.84%	1.56%	2.04%	2.14%	2.52%	1.33%	1.54%	1.32%
CAT Caterpillar Inc.	0.66%	1.02%	1.49%	1.69%	1.93%	2.07%	2.26%	2.56%	2.58%	1.97%	3.32%	4.33%
CCI Crown Castle International Corp.	4.63%	5.35%	6.90%	5.43%	4.41%	2.62%	3.10%	3.22%	3.94%	3.51%	4.15%	3.87%
CRM Salesforce, Inc.	0.92%	0.63%	0.48%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CVX Chevron Corporation	3.69%	4.49%	4.50%	4.05%	3.16%	4.52%	6.11%	3.95%	4.12%	3.45%	3.64%	4.76%
DG Dollar General Corporation	2.21%	1.78%	3.11%	1.30%	1.06%	0.69%	0.67%	0.80%	1.05%	0.84%	1.35%	1.22%

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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Growth and Income #2. 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 Growth and Income #2 was 36.84%, occurring on Mar 23, 2020. Recovery took 84 trading sessions.

The current Growth and Income #2 drawdown is 4.42%.

Related event	Drawdown	Fall	Recovery	Underwater
COVID crash2020	-36.84%Mar 2020	1mo 2d	4mo 1d	5mo 3dFeb 2020 - Jul 2020
Bear market2022	-19.26%Sep 2022	8mo 28d	8mo 16d	1y 5moJan 2022 - Jun 2023
Rate-hike selloffLate 2018	-18.81%Dec 2018	3mo 1d	2mo 24d	5mo 25dSep 2018 - Mar 2019
2025 selloff2025	-17.75%Apr 2025	4mo 4d	2mo 26d	7moDec 2024 - Jul 2025
2016 correction2016	-14.84%Feb 2016	2mo 11d	2mo 2d	4mo 13dDec 2015 - Apr 2016

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 33 assets, with an effective number of assets of 33.00, reflecting the diversification based on asset allocation. Your capital is spread almost evenly across your holdings, indicating a well-balanced allocation. Note that true diversification also depends on the correlations between assets — check the diversification ratio below.

Diversification Ratio

	1Y	3Y	5Y	10Y	All Time
Diversification Ratio	2.51	2.02	1.77	1.76	1.76

The portfolio has a diversification ratio of 1.76, in line with the typical range across portfolios. There's room to improve by adding less correlated assets.

Growth and Income #2 correlation to the S&P 500 Index

Growth and Income #2 has a 0.73 correlation to S&P 500 Index over the trailing 12 months. This section compares each holding's correlation to the benchmark and to the portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.73
Correlation (3Y) Calculated over the trailing 3-year period	0.83
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (10Y) Calculated over the trailing 10-year period	0.92
Correlation (All Time) Calculated using the full available price history since Dec 12, 2013	0.92

Benchmark Correlations

Correlation vs. S&P 500 Index. MSFT has the highest benchmark correlation at 0.72, while DG has the lowest at 0.31.

0.31

CCI

0.36

0.37

0.37

0.38

0.43

0.44

0.44

0.44

0.46

0.50

0.52

0.54

0.54

0.57

0.57

0.58

0.59

0.60

0.61

0.61

0.62

0.64

0.64

0.65

0.66

0.66

0.66

0.67

0.69

0.72

Portfolio Correlations

Correlation vs. Growth and Income #2. ACN has the highest portfolio correlation at 0.70, while DG has the lowest at 0.38.

0.38

0.39

0.39

0.39

0.42

0.48

0.49

0.49

0.51

0.51

0.56

0.57

0.58

0.58

0.58

0.60

0.61

0.61

0.63

0.64

0.64

0.64

0.65

0.65

0.66

0.66

0.66

0.67

0.68

0.69

0.69

0.70

Asset Correlations Table

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

	DG	CCI	WMT	PG	LMT	HAL	CVX	HCA	STZ	MCD	LPLA	AMZN	YUM	CRM	ZTS	RTX	AAPL	LRCX	DHR	HLT	CAT	JPM	MAR	LOW	SNPS	MSFT	MCHP	AVNT	FISV	ADSK	HD	V	ACN
DG	1.00	0.25	0.38	0.28	0.21	0.09	0.12	0.24	0.25	0.29	0.15	0.17	0.27	0.20	0.28	0.20	0.19	0.17	0.26	0.17	0.18	0.17	0.17	0.40	0.19	0.20	0.20	0.22	0.26	0.24	0.41	0.22	0.26
CCI	0.25	1.00	0.26	0.37	0.25	0.10	0.16	0.24	0.32	0.35	0.09	0.18	0.33	0.24	0.36	0.23	0.25	0.17	0.34	0.17	0.17	0.18	0.15	0.30	0.24	0.27	0.20	0.22	0.33	0.27	0.33	0.30	0.33
WMT	0.38	0.26	1.00	0.42	0.26	0.11	0.18	0.23	0.27	0.34	0.17	0.24	0.29	0.17	0.26	0.28	0.25	0.18	0.25	0.19	0.22	0.24	0.20	0.35	0.21	0.27	0.19	0.21	0.30	0.23	0.40	0.28	0.30
PG	0.28	0.37	0.42	1.00	0.30	0.09	0.18	0.25	0.34	0.42	0.10	0.18	0.37	0.17	0.34	0.28	0.25	0.16	0.33	0.20	0.20	0.23	0.22	0.32	0.19	0.27	0.19	0.25	0.34	0.19	0.36	0.34	0.34
LMT	0.21	0.25	0.26	0.30	1.00	0.25	0.30	0.28	0.26	0.33	0.25	0.14	0.31	0.19	0.27	0.56	0.20	0.18	0.26	0.24	0.31	0.32	0.26	0.27	0.18	0.22	0.19	0.27	0.33	0.20	0.29	0.34	0.31
HAL	0.09	0.10	0.11	0.09	0.25	1.00	0.70	0.26	0.26	0.14	0.38	0.18	0.22	0.18	0.18	0.39	0.22	0.28	0.20	0.33	0.53	0.43	0.35	0.27	0.19	0.19	0.33	0.44	0.24	0.25	0.24	0.25	0.26
CVX	0.12	0.16	0.18	0.18	0.30	0.70	1.00	0.27	0.26	0.22	0.37	0.16	0.26	0.19	0.21	0.40	0.22	0.23	0.23	0.30	0.50	0.45	0.31	0.26	0.19	0.22	0.30	0.40	0.29	0.24	0.26	0.30	0.31
HCA	0.24	0.24	0.23	0.25	0.28	0.26	0.27	1.00	0.30	0.32	0.29	0.21	0.36	0.24	0.36	0.36	0.28	0.28	0.32	0.33	0.34	0.37	0.34	0.37	0.25	0.27	0.31	0.39	0.32	0.30	0.37	0.34	0.35
STZ	0.25	0.32	0.27	0.34	0.26	0.26	0.26	0.30	1.00	0.34	0.26	0.27	0.36	0.26	0.33	0.32	0.28	0.27	0.33	0.31	0.30	0.31	0.32	0.35	0.27	0.28	0.29	0.35	0.38	0.30	0.38	0.36	0.35
MCD	0.29	0.35	0.34	0.42	0.33	0.14	0.22	0.32	0.34	1.00	0.22	0.24	0.56	0.26	0.34	0.32	0.29	0.20	0.34	0.31	0.26	0.32	0.33	0.37	0.26	0.32	0.26	0.29	0.39	0.27	0.40	0.41	0.37
LPLA	0.15	0.09	0.17	0.10	0.25	0.38	0.37	0.29	0.26	0.22	1.00	0.26	0.28	0.33	0.23	0.41	0.29	0.35	0.28	0.40	0.45	0.58	0.41	0.32	0.35	0.32	0.37	0.42	0.37	0.37	0.30	0.37	0.37
AMZN	0.17	0.18	0.24	0.18	0.14	0.18	0.16	0.21	0.27	0.24	0.26	1.00	0.28	0.54	0.35	0.24	0.52	0.46	0.35	0.35	0.30	0.31	0.36	0.34	0.54	0.61	0.42	0.33	0.37	0.51	0.37	0.46	0.44
YUM	0.27	0.33	0.29	0.37	0.31	0.22	0.26	0.36	0.36	0.56	0.28	0.28	1.00	0.30	0.41	0.35	0.31	0.31	0.38	0.39	0.33	0.35	0.40	0.40	0.32	0.34	0.34	0.36	0.41	0.35	0.43	0.45	0.40
CRM	0.20	0.24	0.17	0.17	0.19	0.18	0.19	0.24	0.26	0.26	0.33	0.54	0.30	1.00	0.38	0.25	0.44	0.41	0.40	0.34	0.27	0.31	0.36	0.36	0.58	0.58	0.43	0.33	0.46	0.63	0.35	0.50	0.52
ZTS	0.28	0.36	0.26	0.34	0.27	0.18	0.21	0.36	0.33	0.34	0.23	0.35	0.41	0.38	1.00	0.29	0.39	0.35	0.53	0.31	0.29	0.31	0.32	0.41	0.41	0.40	0.37	0.37	0.43	0.43	0.44	0.44	0.47
RTX	0.20	0.23	0.28	0.28	0.56	0.39	0.40	0.36	0.32	0.32	0.41	0.24	0.35	0.25	0.29	1.00	0.29	0.32	0.33	0.40	0.50	0.50	0.42	0.34	0.29	0.31	0.34	0.45	0.40	0.33	0.36	0.42	0.40
AAPL	0.19	0.25	0.25	0.25	0.20	0.22	0.22	0.28	0.28	0.29	0.29	0.52	0.31	0.44	0.39	0.29	1.00	0.48	0.38	0.35	0.34	0.35	0.37	0.36	0.50	0.57	0.48	0.34	0.36	0.46	0.38	0.45	0.43
LRCX	0.17	0.17	0.18	0.16	0.18	0.28	0.23	0.28	0.27	0.20	0.35	0.46	0.31	0.41	0.35	0.32	0.48	1.00	0.39	0.39	0.45	0.40	0.42	0.35	0.59	0.50	0.69	0.44	0.36	0.49	0.37	0.41	0.41
DHR	0.26	0.34	0.25	0.33	0.26	0.20	0.23	0.32	0.33	0.34	0.28	0.35	0.38	0.40	0.53	0.33	0.38	0.39	1.00	0.31	0.37	0.34	0.32	0.42	0.46	0.44	0.43	0.39	0.43	0.46	0.45	0.44	0.50
HLT	0.17	0.17	0.19	0.20	0.24	0.33	0.30	0.33	0.31	0.31	0.40	0.35	0.39	0.34	0.31	0.40	0.35	0.39	0.31	1.00	0.45	0.48	0.81	0.40	0.38	0.35	0.43	0.48	0.42	0.43	0.40	0.46	0.40
CAT	0.18	0.17	0.22	0.20	0.31	0.53	0.50	0.34	0.30	0.26	0.45	0.30	0.33	0.27	0.29	0.50	0.34	0.45	0.37	0.45	1.00	0.57	0.48	0.41	0.36	0.32	0.49	0.58	0.35	0.37	0.40	0.39	0.38
JPM	0.17	0.18	0.24	0.23	0.32	0.43	0.45	0.37	0.31	0.32	0.58	0.31	0.35	0.31	0.31	0.50	0.35	0.40	0.34	0.48	0.57	1.00	0.50	0.40	0.33	0.35	0.43	0.53	0.42	0.37	0.40	0.46	0.41
MAR	0.17	0.15	0.20	0.22	0.26	0.35	0.31	0.34	0.32	0.33	0.41	0.36	0.40	0.36	0.32	0.42	0.37	0.42	0.32	0.81	0.48	0.50	1.00	0.42	0.39	0.37	0.46	0.49	0.45	0.44	0.42	0.46	0.42
LOW	0.40	0.30	0.35	0.32	0.27	0.27	0.26	0.37	0.35	0.37	0.32	0.34	0.40	0.36	0.41	0.34	0.36	0.35	0.42	0.40	0.41	0.40	0.42	1.00	0.38	0.36	0.40	0.47	0.40	0.42	0.81	0.41	0.44
SNPS	0.19	0.24	0.21	0.19	0.18	0.19	0.19	0.25	0.27	0.26	0.35	0.54	0.32	0.58	0.41	0.29	0.50	0.59	0.46	0.38	0.36	0.33	0.39	0.38	1.00	0.62	0.55	0.40	0.48	0.63	0.39	0.49	0.53
MSFT	0.20	0.27	0.27	0.27	0.22	0.19	0.22	0.27	0.28	0.32	0.32	0.61	0.34	0.58	0.40	0.31	0.57	0.50	0.44	0.35	0.32	0.35	0.37	0.36	0.62	1.00	0.46	0.33	0.47	0.58	0.40	0.53	0.56
MCHP	0.20	0.20	0.19	0.19	0.19	0.33	0.30	0.31	0.29	0.26	0.37	0.42	0.34	0.43	0.37	0.34	0.48	0.69	0.43	0.43	0.49	0.43	0.46	0.40	0.55	0.46	1.00	0.51	0.41	0.52	0.41	0.43	0.48
AVNT	0.22	0.22	0.21	0.25	0.27	0.44	0.40	0.39	0.35	0.29	0.42	0.33	0.36	0.33	0.37	0.45	0.34	0.44	0.39	0.48	0.58	0.53	0.49	0.47	0.40	0.33	0.51	1.00	0.41	0.42	0.46	0.40	0.45
FISV	0.26	0.33	0.30	0.34	0.33	0.24	0.29	0.32	0.38	0.39	0.37	0.37	0.41	0.46	0.43	0.40	0.36	0.36	0.43	0.42	0.35	0.42	0.45	0.40	0.48	0.47	0.41	0.41	1.00	0.49	0.44	0.60	0.58
ADSK	0.24	0.27	0.23	0.19	0.20	0.25	0.24	0.30	0.30	0.27	0.37	0.51	0.35	0.63	0.43	0.33	0.46	0.49	0.46	0.43	0.37	0.37	0.44	0.42	0.63	0.58	0.52	0.42	0.49	1.00	0.43	0.51	0.55
HD	0.41	0.33	0.40	0.36	0.29	0.24	0.26	0.37	0.38	0.40	0.30	0.37	0.43	0.35	0.44	0.36	0.38	0.37	0.45	0.40	0.40	0.40	0.42	0.81	0.39	0.40	0.41	0.46	0.44	0.43	1.00	0.45	0.47
V	0.22	0.30	0.28	0.34	0.34	0.25	0.30	0.34	0.36	0.41	0.37	0.46	0.45	0.50	0.44	0.42	0.45	0.41	0.44	0.46	0.39	0.46	0.46	0.41	0.49	0.53	0.43	0.40	0.60	0.51	0.45	1.00	0.57
ACN	0.26	0.33	0.30	0.34	0.31	0.26	0.31	0.35	0.35	0.37	0.37	0.44	0.40	0.52	0.47	0.40	0.43	0.41	0.50	0.40	0.38	0.41	0.42	0.44	0.53	0.56	0.48	0.45	0.58	0.55	0.47	0.57	1.00

The correlation results are calculated based on daily price changes starting from Dec 12, 2013

Diversification Analysis

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