Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
ATI Allegheny Technologies Incorporated | Industrials | 10% |
WLDN Willdan Group, Inc. | Industrials | 10% |
INCY Incyte Corporation | Healthcare | 10% |
ALL The Allstate Corporation | Financial Services | 10% |
COHR Coherent, Inc. | Technology | 10% |
CLS Celestica Inc. | Technology | 10% |
AMD Advanced Micro Devices, Inc. | Technology | 10% |
MU Micron Technology, Inc. | Technology | 10% |
CIEN Ciena Corporation | Technology | 10% |
GOLD Barrick Mining Corporation | Basic Materials | 10% |
Find the right asset allocation for 2026 Top 10 stocks for 2026 Seeking Apha 1/8/26
Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
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Performance Chart
The chart shows the growth of an initial investment of $10,000 in 2026 Top 10 stocks for 2026 Seeking Apha 1/8/26, 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 never rebalanced.
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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 2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 | 1.23% | 11.14% | 76.03% | 83.87% | — | — | — | — |
| Portfolio components: | ||||||||
ALL The Allstate Corporation | 0.94% | 2.50% | 7.58% | 8.08% | 13.66% | 27.76% | 13.66% | 15.27% |
AMD Advanced Micro Devices, Inc. | 4.73% | 20.62% | 138.87% | 142.70% | 340.40% | 60.16% | 44.46% | 60.93% |
ATI Allegheny Technologies Incorporated | -0.51% | 28.70% | 72.95% | 82.16% | 133.59% | 69.52% | 52.82% | 31.31% |
CIEN Ciena Corporation | 0.17% | -19.56% | 90.70% | 104.17% | 518.04% | 119.10% | 49.92% | 35.80% |
CLS Celestica Inc. | 1.88% | 9.64% | 32.99% | 28.26% | 213.67% | 207.28% | 116.26% | 43.71% |
COHR Coherent, Inc. | 5.90% | 0.67% | 108.61% | 115.90% | 397.65% | 107.95% | 40.59% | 34.35% |
GOLD Barrick Mining Corporation | 2.17% | 14.78% | 31.00% | 40.62% | — | — | — | — |
INCY Incyte Corporation | 0.65% | 13.87% | 9.88% | 13.75% | 60.19% | 20.55% | 5.62% | 3.13% |
MU Micron Technology, Inc. | -1.43% | 35.46% | 244.07% | 307.41% | 751.18% | 144.69% | 66.21% | 55.83% |
WLDN Willdan Group, Inc. | -1.21% | 4.54% | -7.10% | -6.97% | 72.52% | 71.89% | 19.75% | 24.56% |
Monthly Returns
Based on dividend-adjusted daily data since Dec 2, 2025, 2026 Top 10 stocks for 2026 Seeking Apha 1/8/26's average daily return is +0.51%, while the average monthly return is +10.08%. At this rate, an investment would double in approximately 0.6 years.
Historically, 86% of months were positive and 14% were negative. The best month was Apr 2026 with a return of +27.7%, while the worst month was Mar 2026 at -9.0%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 1 months.
On a daily basis, 2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 closed higher 62% of trading days. The best single day was Apr 8, 2026 with a return of +6.6%, while the worst single day was Jun 5, 2026 at -7.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 15.90% | 7.40% | -9.03% | 27.68% | 21.27% | 0.40% | 76.03% | ||||||
| 2025 | 6.92% | 6.92% |
Benchmark Metrics
2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 has an annualized alpha of 143.92%, beta of 2.32, and R2 of 0.51 versus S&P 500 Index. Calculated based on daily prices since December 02, 2025.
- This portfolio captured 927.64% of S&P 500 Index gains but only 26.96% of its losses - a favorable profile for investors.
- This portfolio generated an annualized alpha of 143.92% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Beta of 2.32 means this portfolio moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.
- Alpha
- 143.92%
- Beta
- 2.32
- R²
- 0.51
- Upside Capture
- 927.64%
- Downside Capture
- 26.96%
Expense Ratio
2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 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.
Return for Risk
Return / Risk — by metrics
The table below presents risk-adjusted performance metrics for 2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 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 | — | 1.86 | — |
| Sortino ratioReturn per unit of downside risk | — | 2.53 | — |
| Omega ratioGain probability vs. loss probability | — | 1.34 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.53 | — |
| Martin ratioReturn relative to average drawdown | — | 11.37 | — |
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 |
|---|---|---|---|---|---|---|
ALL The Allstate Corporation | 60 | 0.55 | 0.90 | 1.11 | 1.13 | 2.90 |
AMD Advanced Micro Devices, Inc. | 98 | 5.01 | 4.54 | 1.60 | 12.04 | 24.74 |
ATI Allegheny Technologies Incorporated | 94 | 3.21 | 3.39 | 1.51 | 5.40 | 13.48 |
CIEN Ciena Corporation | 99 | 7.58 | 4.89 | 1.72 | 16.49 | 76.44 |
CLS Celestica Inc. | 92 | 2.78 | 2.81 | 1.37 | 6.91 | 16.83 |
COHR Coherent, Inc. | 97 | 5.14 | 3.90 | 1.54 | 14.28 | 39.14 |
GOLD Barrick Mining Corporation | — | — | — | — | — | — |
INCY Incyte Corporation | 84 | 1.72 | 2.50 | 1.31 | 3.11 | 6.94 |
MU Micron Technology, Inc. | 99 | 10.83 | 6.14 | 1.78 | 24.91 | 94.64 |
WLDN Willdan Group, Inc. | 72 | 1.10 | 1.74 | 1.26 | 1.41 | 2.99 |
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Dividends
Dividend yield
2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 provided a 0.28% dividend yield over the last twelve months.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.28% | 0.21% | 0.25% | 0.31% | 0.34% | 0.30% | 0.20% | 0.18% | 0.22% | 0.14% | 0.33% | 0.74% |
| Portfolio components: | ||||||||||||
ALL The Allstate Corporation | 1.88% | 1.92% | 1.91% | 2.54% | 2.51% | 2.75% | 1.96% | 1.78% | 2.23% | 1.41% | 1.78% | 1.93% |
AMD Advanced Micro Devices, 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% |
ATI Allegheny Technologies Incorporated | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.51% | 5.51% |
CIEN Ciena 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% |
CLS Celestica 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% |
COHR Coherent, 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% |
GOLD Barrick Mining Corporation | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INCY Incyte 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% |
MU Micron Technology, Inc. | 0.05% | 0.16% | 0.55% | 0.54% | 0.89% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WLDN Willdan Group, 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 2026 Top 10 stocks for 2026 Seeking Apha 1/8/26. 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 2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 was 16.36%, occurring on Mar 30, 2026. Recovery took 6 trading sessions.
The current 2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 drawdown is 6.50%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 correction2026 | -16.36%Mar 2026 | 1mo 2d | 9d | 1mo 11dFeb 2026 - Apr 2026 |
2026 correction2026 | -12.79%Jun 2026 | 6d | — | 11d 21hJun 2026 - now |
2026 pullback2026 | -8.21%May 2026 | 4d | 8d | 12dMay 2026 - May 2026 |
2025 pullback2025 | -8.02%Dec 2025 | 5d | 5d | 10dDec 2025 - Dec 2025 |
2026 pullback2026 | -7.39%Feb 2026 | 7d | 4d | 11dJan 2026 - Feb 2026 |
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
All Time | |
|---|---|
Diversification Ratio | 1.58 |
The portfolio has a diversification ratio of 1.58, in line with the typical range across portfolios. There's room to improve by adding less correlated assets.
2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 correlation to the S&P 500 Index
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 2, 2025 | 0.71 |
Benchmark Correlations
Correlation vs. S&P 500 Index. AMD has the highest benchmark correlation at 0.61, while ALL has the lowest at -0.11.
Asset Correlations Table
| INCY | ALL | GOLD | WLDN | ATI | MU | CIEN | CLS | AMD | COHR | |
|---|---|---|---|---|---|---|---|---|---|---|
| INCY | 1.00 | 0.04 | 0.16 | 0.26 | 0.25 | 0.25 | 0.11 | 0.08 | 0.14 | 0.17 |
| ALL | 0.04 | 1.00 | -0.11 | -0.11 | -0.10 | -0.29 | -0.19 | -0.17 | -0.42 | -0.27 |
| GOLD | 0.16 | -0.11 | 1.00 | 0.28 | 0.28 | 0.25 | 0.20 | 0.26 | 0.29 | 0.32 |
| WLDN | 0.26 | -0.11 | 0.28 | 1.00 | 0.36 | 0.26 | 0.33 | 0.32 | 0.36 | 0.39 |
| ATI | 0.25 | -0.10 | 0.28 | 0.36 | 1.00 | 0.40 | 0.50 | 0.49 | 0.34 | 0.49 |
| MU | 0.25 | -0.29 | 0.25 | 0.26 | 0.40 | 1.00 | 0.40 | 0.46 | 0.49 | 0.45 |
| CIEN | 0.11 | -0.19 | 0.20 | 0.33 | 0.50 | 0.40 | 1.00 | 0.62 | 0.46 | 0.69 |
| CLS | 0.08 | -0.17 | 0.26 | 0.32 | 0.49 | 0.46 | 0.62 | 1.00 | 0.49 | 0.59 |
| AMD | 0.14 | -0.42 | 0.29 | 0.36 | 0.34 | 0.49 | 0.46 | 0.49 | 1.00 | 0.54 |
| COHR | 0.17 | -0.27 | 0.32 | 0.39 | 0.49 | 0.45 | 0.69 | 0.59 | 0.54 | 1.00 |
Find what 2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 is missing
See which holdings overlap, where 2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 is concentrated, and which low-correlation assets could fill the gaps.
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