TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha

Asset Allocation

Position	Category/Sector	Target Weight
LX LexinFintech Holdings Ltd.	Financial Services	10%
ALLT Allot Communications Ltd	Technology	10%
DCTH Delcath Systems, Inc.	Healthcare	10%
FINV FinVolution Group	Financial Services	10%
GHM Graham Corporation	Industrials	10%
AMSC American Superconductor Corporation	Industrials	10%
ECOR electroCore, Inc.	Healthcare	10%
ISSC Innovative Solutions and Support, Inc.	Industrials	10%
OUST Ouster, Inc.	Technology	10%
ATAT Atour Lifestyle Holdings Limited	Consumer Cyclical	10%

Benchmark Against

Benchmark

S&P 500 Index

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha, 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

Position	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.50%	0.31%	8.56%	8.85%	24.33%	19.37%	11.84%	13.61%
Portfolio TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha	0.27%	6.97%	25.14%	30.58%	32.85%	64.52%	—	—
Portfolio components:
ALLT Allot Communications Ltd	2.22%	3.37%	-25.03%	-25.25%	-9.46%	34.93%	-17.58%	3.79%
AMSC American Superconductor Corporation	1.29%	-27.32%	39.05%	28.81%	36.35%	76.98%	21.40%	16.62%
ATAT Atour Lifestyle Holdings Limited	1.38%	-10.13%	-12.75%	-19.61%	7.33%	28.98%	—	—
DCTH Delcath Systems, Inc.	-0.38%	5.87%	16.04%	13.02%	-23.60%	19.26%	-0.25%	—
ECOR electroCore, Inc.	0.69%	63.48%	128.54%	115.79%	101.38%	32.87%	-16.52%	—
FINV FinVolution Group	1.62%	6.12%	2.28%	1.69%	-38.52%	8.84%	-4.69%	—
GHM Graham Corporation	0.86%	5.71%	61.75%	65.04%	124.72%	99.93%	49.12%	20.77%
ISSC Innovative Solutions and Support, Inc.	-4.59%	13.55%	-2.43%	65.59%	46.20%	38.47%	24.62%	21.80%
LX LexinFintech Holdings Ltd.	-1.85%	8.72%	-29.42%	-29.21%	-66.12%	6.33%	-25.08%	—
OUST Ouster, Inc.	0.48%	14.17%	83.92%	64.06%	120.25%	84.76%	-20.70%	—

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

Monthly Returns

Based on dividend-adjusted daily data since Nov 11, 2022, TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha's average daily return is +0.21%, while the average monthly return is +4.46%. At this rate, an investment would double in approximately 1.3 years.

Historically, 61% of months were positive and 39% were negative. The best month was Jan 2023 with a return of +29.3%, while the worst month was Nov 2025 at -13.9%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha closed higher 55% of trading days. The best single day was May 26, 2026 with a return of +8.4%, while the worst single day was Aug 2, 2023 at -8.6%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	2.78%	4.81%	-9.25%	18.36%	13.16%	-4.43%							25.14%
2025	15.07%	-11.75%	-5.33%	-3.36%	27.48%	20.42%	6.08%	-4.18%	2.56%	-2.74%	-13.94%	9.95%	36.83%
2024	1.34%	6.36%	3.73%	-0.19%	13.08%	2.81%	9.49%	-1.32%	8.30%	12.86%	26.01%	11.13%	139.94%
2023	29.32%	-3.93%	-2.70%	-10.89%	2.02%	4.57%	13.42%	-2.17%	-5.45%	-11.03%	3.51%	17.09%	29.99%
2022											4.81%	-1.74%	2.98%

Benchmark Metrics

TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha has an annualized alpha of 31.01%, beta of 1.43, and R2 of 0.38 versus S&P 500 Index. Calculated based on daily prices since November 11, 2022.

This portfolio captured 228.07% of S&P 500 Index gains but only 62.05% of its losses - a favorable profile for investors.
R2 of 0.38 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha: 31.01%

Beta: 1.43

R²: 0.38

Upside Capture: 228.07%

Downside Capture: 62.05%

See how alpha, beta & R² have trended over time →

Expense Ratio

TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha 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

TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha ranks 12 for risk / return — in the bottom 12% 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 TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha and compares them with S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	Portfolio	Benchmark	Difference
Sharpe ratioReturn per unit of total volatility	0.76	1.86	-1.10
Sortino ratioReturn per unit of downside risk	1.27	2.53	-1.26
Omega ratioGain probability vs. loss probability	1.15	1.34	-0.19
Calmar ratioReturn relative to maximum drawdown	1.10	2.53	-1.44
Martin ratioReturn relative to average drawdown	3.25	11.37	-8.12

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
ALLT Allot Communications Ltd	36	-0.15	0.24	1.03	-0.22	-0.40
AMSC American Superconductor Corporation	58	0.44	1.16	1.16	0.61	1.02
ATAT Atour Lifestyle Holdings Limited	47	0.18	0.55	1.06	0.29	0.68
DCTH Delcath Systems, Inc.	23	-0.51	-0.47	0.95	-0.54	-0.77
ECOR electroCore, Inc.	73	1.00	1.89	1.23	1.99	3.27
FINV FinVolution Group	14	-0.82	-1.10	0.87	-0.71	-0.96
GHM Graham Corporation	91	2.33	2.63	1.35	6.69	16.23
ISSC Innovative Solutions and Support, Inc.	62	0.60	1.38	1.18	0.87	1.59
LX LexinFintech Holdings Ltd.	5	-1.06	-2.01	0.76	-0.94	-1.34
OUST Ouster, Inc.	73	1.08	1.90	1.22	1.90	3.52

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. Learn how to interpret the Sharpe ratio.

The current TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha Sharpe ratio is 0.76 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.54 to 2.41, 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 TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha 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

TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha provided a 2.68% dividend yield over the last twelve months.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	2.68%	1.66%	0.75%	1.71%	0.41%	0.70%	2.50%	0.91%	0.17%	0.17%	0.16%	0.19%
Portfolio components:
ALLT Allot Communications Ltd	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AMSC American Superconductor Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ATAT Atour Lifestyle Holdings Limited	2.66%	1.98%	1.67%	0.86%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
DCTH Delcath Systems, 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%
ECOR electroCore, 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%
FINV FinVolution Group	6.08%	5.30%	3.49%	4.39%	4.13%	3.45%	4.49%	7.17%	0.00%	0.00%	0.00%	0.00%
GHM Graham Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	3.54%	2.90%	1.92%	1.66%	1.72%	1.63%	1.90%
ISSC Innovative Solutions and Support, Inc.	0.00%	0.00%	0.00%	0.00%	0.01%	0.00%	17.64%	0.00%	0.00%	0.00%	0.00%	0.00%
LX LexinFintech Holdings Ltd.	18.02%	9.30%	2.38%	11.85%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
OUST Ouster, 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%

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 TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha. 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 TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha was 35.18%, occurring on Apr 8, 2025. Recovery took 39 trading sessions.

The current TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha drawdown is 5.17%.

Related event	Drawdown	Fall	Recovery	Underwater
2025 selloff2025	-35.18%Apr 2025	2mo	1mo 27d	3mo 27dFeb 2025 - Jun 2025
2025 bear market2025	-27.82%Nov 2025	3mo 8d	5mo 11d	8mo 19dAug 2025 - Apr 2026
2023 bear market2023	-25.30%Apr 2023	2mo 16d	3mo 8d	5mo 24dFeb 2023 - Aug 2023
2023 bear market2023	-24.86%Oct 2023	2mo 25d	3mo 21d	6mo 16dAug 2023 - Feb 2024
2024 correction2024	-13.03%Apr 2024	13d	19d	1mo 2dApr 2024 - May 2024

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 10 assets, with an effective number of assets of 10.00, 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	All Time
Diversification Ratio	1.77	2.01	2.07

The portfolio has a diversification ratio of 2.07, placing it in the top 5% across portfolios — assets in this portfolio move largely independently, providing strong diversification benefit.

TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha correlation to the S&P 500 Index

TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha has a 0.69 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	0.69
Correlation (3Y) Calculated over the trailing 3-year period	0.62
Correlation (All Time) Calculated using the full available price history since Nov 11, 2022	0.61

Benchmark Correlations

Correlation vs. S&P 500 Index. AMSC has the highest benchmark correlation at 0.51, while ECOR has the lowest at 0.19.

0.19

0.26

0.28

0.30

0.32

0.32

0.34

0.43

0.46

0.51

Portfolio Correlations

Correlation vs. TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha. OUST has the highest portfolio correlation at 0.68, while ISSC has the lowest at 0.41.

0.41

0.41

0.42

0.45

0.46

0.46

0.50

0.55

AMSC

0.61

OUST

0.68

Asset Correlations Table

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

	ECOR	ATAT	ISSC	DCTH	ALLT	FINV	GHM	LX	AMSC	OUST
ECOR	1.00	0.09	0.15	0.13	0.10	0.07	0.14	0.13	0.13	0.20
ATAT	0.09	1.00	0.10	0.12	0.11	0.31	0.14	0.36	0.15	0.17
ISSC	0.15	0.10	1.00	0.15	0.15	0.12	0.28	0.15	0.23	0.23
DCTH	0.13	0.12	0.15	1.00	0.18	0.16	0.23	0.17	0.23	0.22
ALLT	0.10	0.11	0.15	0.18	1.00	0.20	0.22	0.19	0.26	0.24
FINV	0.07	0.31	0.12	0.16	0.20	1.00	0.13	0.52	0.21	0.22
GHM	0.14	0.14	0.28	0.23	0.22	0.13	1.00	0.15	0.40	0.31
LX	0.13	0.36	0.15	0.17	0.19	0.52	0.15	1.00	0.17	0.29
AMSC	0.13	0.15	0.23	0.23	0.26	0.21	0.40	0.17	1.00	0.45
OUST	0.20	0.17	0.23	0.22	0.24	0.22	0.31	0.29	0.45	1.00

The correlation results are calculated based on daily price changes starting from Nov 11, 2022

Diversification Analysis

Find what TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is missing

See which holdings overlap, where TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is concentrated, and which low-correlation assets could fill the gaps.

Analyze Diversification