Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
ALL The Allstate Corporation | Financial Services | 10% |
AMD Advanced Micro Devices, Inc. | Technology | 10% |
ATI Allegheny Technologies Incorporated | Industrials | 10% |
CIEN Ciena Corporation | Technology | 10% |
CLS Celestica Inc. | Technology | 10% |
COHR Coherent, Inc. | Technology | 10% |
GOLD Gold.com, Inc | Financial Services | 10% |
INCY Incyte Corporation | Healthcare | 10% |
MU Micron Technology, Inc. | Technology | 10% |
WLDN Willdan Group, Inc. | Industrials | 10% |
Performance
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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The earliest data available for this chart is Dec 2, 2025, corresponding to the inception date of GOLD
Returns By Period
| 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.72% | -3.54% | -3.95% | -2.09% | 15.95% | 16.96% | 10.34% | 12.24% |
Portfolio 2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 | 4.11% | -2.70% | 17.75% | — | — | — | — | — |
| Portfolio components: | ||||||||
ATI Allegheny Technologies Incorporated | 3.98% | -9.12% | 31.80% | 82.21% | 187.55% | 56.50% | 47.05% | 25.03% |
WLDN Willdan Group, Inc. | 3.19% | -9.69% | -23.79% | -17.56% | 93.49% | 71.65% | 13.17% | 22.38% |
INCY Incyte Corporation | 0.19% | -5.74% | -4.53% | 8.77% | 54.82% | 9.27% | 2.58% | 2.55% |
ALL The Allstate Corporation | -1.56% | -4.07% | -1.45% | -2.17% | 0.30% | 25.41% | 14.69% | 14.06% |
COHR Coherent, Inc. | 4.03% | -17.10% | 34.26% | 116.14% | 289.01% | 86.70% | 28.26% | 27.75% |
CLS Celestica Inc. | 2.50% | 8.15% | -2.33% | 14.72% | 265.20% | 181.82% | 101.42% | 38.68% |
AMD Advanced Micro Devices, Inc. | 3.33% | 5.84% | -1.84% | 28.17% | 104.52% | 28.96% | 20.99% | 53.85% |
MU Micron Technology, Inc. | 8.88% | -10.82% | 28.94% | 102.24% | 315.66% | 83.59% | 32.48% | 42.36% |
CIEN Ciena Corporation | 7.00% | 17.43% | 77.62% | 173.79% | 574.99% | 99.24% | 48.98% | 36.24% |
GOLD Gold.com, Inc | 4.32% | -26.47% | 23.21% | — | — | — | — | — |
Monthly Returns
Based on dividend-adjusted daily data since Dec 3, 2025, 2026 Top 10 stocks for 2026 Seeking Apha 1/8/26's average daily return is +0.32%, while the average monthly return is +5.17%. At this rate, your investment would double in approximately 1.1 years.
Historically, 80% of months were positive and 20% were negative. The best month was Jan 2026 with a return of +15.9%, 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 61% of trading days. The best single day was Feb 6, 2026 with a return of +5.6%, while the worst single day was Mar 26, 2026 at -6.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 15.85% | 7.34% | -9.04% | 4.11% | 17.75% | ||||||||
| 2025 | 7.62% | 7.62% |
Benchmark Metrics
2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 has an annualized alpha of 185.92%, beta of 2.19, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since December 03, 2025.
- This portfolio captured 1900.92% of S&P 500 Index gains but only 43.70% of its losses — a favorable profile for investors.
- R² of 0.48 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
- 185.92%
- Beta
- 2.19
- R²
- 0.48
- Upside Capture
- 1,900.92%
- Downside Capture
- 43.70%
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
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|---|
ATI Allegheny Technologies Incorporated | 97 | 3.87 | 3.81 | 1.63 | 7.53 | 18.24 |
WLDN Willdan Group, Inc. | 80 | 1.57 | 2.09 | 1.32 | 2.12 | 5.51 |
INCY Incyte Corporation | 84 | 1.62 | 2.30 | 1.29 | 3.04 | 8.49 |
ALL The Allstate Corporation | 38 | 0.01 | 0.19 | 1.03 | 0.04 | 0.09 |
COHR Coherent, Inc. | 97 | 3.88 | 3.32 | 1.49 | 10.62 | 28.01 |
CLS Celestica Inc. | 96 | 3.72 | 3.33 | 1.44 | 9.11 | 24.13 |
AMD Advanced Micro Devices, Inc. | 85 | 1.62 | 2.40 | 1.31 | 3.77 | 7.68 |
MU Micron Technology, Inc. | 98 | 4.86 | 4.00 | 1.54 | 10.71 | 36.18 |
CIEN Ciena Corporation | 99 | 8.98 | 5.28 | 1.85 | 33.13 | 96.27 |
GOLD Gold.com, Inc | — | — | — | — | — | — |
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Dividends
Dividend yield
2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 provided a 0.26% dividend yield over the last twelve months.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.26% | 0.21% | 0.25% | 0.31% | 0.34% | 0.30% | 0.20% | 0.18% | 0.22% | 0.14% | 0.33% | 0.74% |
| Portfolio components: | ||||||||||||
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% |
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% |
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% |
ALL The Allstate Corporation | 2.00% | 1.92% | 1.91% | 2.54% | 2.51% | 2.75% | 1.96% | 1.78% | 2.23% | 1.41% | 1.78% | 1.93% |
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% |
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% |
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% |
MU Micron Technology, Inc. | 0.13% | 0.16% | 0.55% | 0.54% | 0.89% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
GOLD Gold.com, Inc | 0.48% | 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. The portfolio has not yet recovered.
The current 2026 Top 10 stocks for 2026 Seeking Apha 1/8/26 drawdown is 8.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.36% | Feb 26, 2026 | 23 | Mar 30, 2026 | — | — | — |
| -8.05% | Dec 12, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -7.42% | Jan 29, 2026 | 6 | Feb 5, 2026 | 2 | Feb 9, 2026 | 8 |
| -4.1% | Jan 8, 2026 | 1 | Jan 8, 2026 | 2 | Jan 12, 2026 | 3 |
| -3.64% | Feb 10, 2026 | 3 | Feb 12, 2026 | 4 | Feb 19, 2026 | 7 |
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. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.
Asset Correlations Table
| Benchmark | ALL | INCY | GOLD | MU | WLDN | AMD | ATI | CLS | CIEN | COHR | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Benchmark | 1.00 | -0.07 | 0.42 | 0.46 | 0.52 | 0.57 | 0.57 | 0.61 | 0.49 | 0.49 | 0.54 | 0.75 |
| ALL | -0.07 | 1.00 | 0.03 | -0.08 | -0.21 | -0.20 | -0.48 | -0.05 | -0.23 | -0.28 | -0.31 | -0.25 |
| INCY | 0.42 | 0.03 | 1.00 | 0.20 | 0.29 | 0.31 | 0.18 | 0.32 | 0.21 | 0.24 | 0.24 | 0.39 |
| GOLD | 0.46 | -0.08 | 0.20 | 1.00 | 0.33 | 0.42 | 0.27 | 0.32 | 0.34 | 0.24 | 0.36 | 0.52 |
| MU | 0.52 | -0.21 | 0.29 | 0.33 | 1.00 | 0.29 | 0.48 | 0.39 | 0.43 | 0.48 | 0.47 | 0.66 |
| WLDN | 0.57 | -0.20 | 0.31 | 0.42 | 0.29 | 1.00 | 0.43 | 0.48 | 0.43 | 0.45 | 0.48 | 0.65 |
| AMD | 0.57 | -0.48 | 0.18 | 0.27 | 0.48 | 0.43 | 1.00 | 0.42 | 0.49 | 0.51 | 0.56 | 0.65 |
| ATI | 0.61 | -0.05 | 0.32 | 0.32 | 0.39 | 0.48 | 0.42 | 1.00 | 0.57 | 0.62 | 0.57 | 0.71 |
| CLS | 0.49 | -0.23 | 0.21 | 0.34 | 0.43 | 0.43 | 0.49 | 0.57 | 1.00 | 0.72 | 0.63 | 0.76 |
| CIEN | 0.49 | -0.28 | 0.24 | 0.24 | 0.48 | 0.45 | 0.51 | 0.62 | 0.72 | 1.00 | 0.74 | 0.82 |
| COHR | 0.54 | -0.31 | 0.24 | 0.36 | 0.47 | 0.48 | 0.56 | 0.57 | 0.63 | 0.74 | 1.00 | 0.82 |
| Portfolio | 0.75 | -0.25 | 0.39 | 0.52 | 0.66 | 0.65 | 0.65 | 0.71 | 0.76 | 0.82 | 0.82 | 1.00 |