Interesting Stocks Portfolio

Asset Allocation

Position	Category/Sector	Target Weight
^GSPC S&P 500 Index		2.33%
AAPL Apple Inc	Technology	2.33%
ALAB Astera Labs, Inc.	Technology	2.33%
AMAT Applied Materials, Inc.	Technology	2.33%
AMZN Amazon.com, Inc	Consumer Cyclical	2.33%
ANET Arista Networks, Inc.	Technology	2.33%
APH Amphenol Corporation	Technology	2.33%
AU AngloGold Ashanti Limited	Basic Materials	2.33%
AVGO Broadcom Inc.	Technology	2.33%
AXON Axon Enterprise, Inc.	Industrials	2.33%
CIEN Ciena Corporation	Technology	2.33%
CRDO Credo Technology Group Holding Ltd	Technology	2.33%
CRWD CrowdStrike Holdings, Inc.	Technology	2.33%
EME EMCOR Group, Inc.	Industrials	2.33%
FICO Fair Isaac Corporation	Technology	2.33%
FIX Comfort Systems USA, Inc.	Industrials	2.33%
FLEX Flex Ltd.	Technology	2.33%
FN Fabrinet	Technology	2.33%
GEV GE Vernova Inc.	Utilities	2.33%
GOOGL Alphabet Inc Class A	Communication Services	2.33%
IBKR Interactive Brokers Group, Inc.	Financial Services	2.33%
ISRG Intuitive Surgical, Inc.	Healthcare	2.33%
LLY Eli Lilly and Company	Healthcare	2.33%
LRCX Lam Research Corporation	Technology	2.33%
MELI MercadoLibre, Inc.	Consumer Cyclical	2.33%
META Meta Platforms, Inc.	Communication Services	2.33%
MPWR Monolithic Power Systems, Inc.	Technology	2.33%
MSFT Microsoft Corporation	Technology	2.33%
MSTR MicroStrategy Incorporated	Technology	2.33%
MU Micron Technology, Inc.	Technology	2.33%
NFLX Netflix, Inc.	Communication Services	2.33%
NRG NRG Energy, Inc.	Utilities	2.33%
NVDA NVIDIA Corporation	Technology	2.33%
NVO Novo Nordisk A/S	Healthcare	2.33%
PLTR Palantir Technologies Inc.	Technology	2.33%
RNMBY Rheinmetall AG ADR	Industrials	2.33%
SMCI Super Micro Computer, Inc.	Technology	2.33%
SMNEY Siemens Energy AG	Industrials	2.33%
STX Seagate Technology plc	Technology	2.33%
TSLA Tesla, Inc.	Consumer Cyclical	2.33%
TSM Taiwan Semiconductor Manufacturing Company Limited	Technology	2.33%
UTHR United Therapeutics Corporation	Healthcare	2.33%
VST Vistra Corp.	Utilities	2.33%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Interesting Stocks Portfolio, 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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The earliest data available for this chart is Mar 27, 2024, corresponding to the inception date of GEV

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-4.18%	-3.84%	-1.98%	21.98%	16.86%	10.37%	12.29%
Portfolio Interesting Stocks Portfolio	0.50%	-3.36%	2.32%	4.61%	88.36%	—	—	—
Portfolio components:
^GSPC S&P 500 Index	0.11%	-4.18%	-3.84%	-1.98%	21.98%	16.86%	10.37%	12.29%
AAPL Apple Inc	0.11%	-2.51%	-5.78%	-0.62%	26.50%	16.04%	16.39%	26.10%
AMAT Applied Materials, Inc.	-1.51%	-2.60%	35.77%	60.71%	159.45%	42.99%	20.77%	33.82%
AMZN Amazon.com, Inc	-0.38%	-3.25%	-9.12%	-4.44%	17.58%	27.00%	5.83%	21.61%
ANET Arista Networks, Inc.	1.47%	-6.04%	-3.32%	-12.93%	77.75%	44.56%	45.76%	41.41%
AVGO Broadcom Inc.	0.34%	-0.73%	-8.93%	-6.67%	105.89%	72.07%	48.84%	38.50%
GOOGL Alphabet Inc Class A	-0.54%	-2.36%	-5.44%	20.71%	96.92%	41.91%	22.87%	22.80%
LLY Eli Lilly and Company	-1.98%	-6.77%	-12.80%	11.75%	19.44%	39.72%	39.64%	31.19%
LRCX Lam Research Corporation	-1.61%	-2.04%	27.76%	50.24%	237.38%	62.76%	29.23%	40.66%
MPWR Monolithic Power Systems, Inc.	-0.09%	1.98%	23.65%	22.18%	125.99%	32.41%	25.85%	34.35%

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

Monthly Returns

Based on dividend-adjusted daily data since Mar 28, 2024, Interesting Stocks Portfolio's average daily return is +0.19%, while the average monthly return is +3.62%. At this rate, your investment would double in approximately 1.6 years.

Historically, 69% of months were positive and 31% were negative. The best month was May 2025 with a return of +15.5%, while the worst month was Mar 2025 at -6.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.

On a daily basis, Interesting Stocks Portfolio closed higher 59% of trading days. The best single day was Apr 9, 2025 with a return of +13.8%, while the worst single day was Jan 27, 2025 at -9.4%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	5.85%	1.19%	-6.73%	2.42%									2.32%
2025	6.59%	-4.26%	-6.83%	8.89%	15.53%	10.93%	4.33%	1.76%	12.89%	6.94%	-1.90%	-0.15%	66.58%
2024			-0.72%	-2.57%	10.40%	5.06%	-2.24%	4.74%	5.61%	2.59%	13.87%	0.02%	41.77%

Benchmark Metrics

Interesting Stocks Portfolio has an annualized alpha of 32.60%, beta of 1.62, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since March 28, 2024.

This portfolio captured 265.38% of S&P 500 Index gains but only 43.81% of its losses — a favorable profile for investors.
This portfolio generated an annualized alpha of 32.60% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
Beta of 1.62 means this portfolio moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

Alpha: 32.60%

Beta: 1.62

R²: 0.76

Upside Capture: 265.38%

Downside Capture: 43.81%

Expense Ratio

Interesting Stocks Portfolio 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

Interesting Stocks Portfolio ranks 94 for risk / return — in the top 94% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	2.35	0.88	+1.47
Sortino ratio Return per unit of downside risk	2.95	1.37	+1.58
Omega ratio Gain probability vs. loss probability	1.42	1.21	+0.21
Calmar ratio Return relative to maximum drawdown	5.40	1.39	+4.01
Martin ratio Return relative to average drawdown	20.83	6.43	+14.40
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.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
^GSPC S&P 500 Index	62	0.88	1.37	1.21	1.39	6.43
AAPL Apple Inc	55	0.47	0.92	1.13	0.66	2.04
AMAT Applied Materials, Inc.	94	2.82	3.06	1.43	6.62	18.28
AMZN Amazon.com, Inc	46	0.20	0.55	1.07	0.42	1.00
ANET Arista Networks, Inc.	73	1.08	1.68	1.21	2.17	4.76
AVGO Broadcom Inc.	84	1.76	2.49	1.32	3.08	7.50
GOOGL Alphabet Inc Class A	94	2.91	3.87	1.48	4.37	16.63
LLY Eli Lilly and Company	51	0.36	0.78	1.11	0.56	1.37
LRCX Lam Research Corporation	97	3.70	3.60	1.50	10.10	31.52
MPWR Monolithic Power Systems, Inc.	85	1.63	2.30	1.31	4.09	10.41

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.

Interesting Stocks Portfolio Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

1-Year: 2.35
All Time: 1.83

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 0.99 to 1.69, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of Interesting Stocks Portfolio 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

Interesting Stocks Portfolio provided a 0.45% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	0.45%	0.40%	0.96%	0.53%	0.79%	0.57%	0.64%	0.67%	0.74%	0.62%	1.12%	0.76%
Portfolio components:
^GSPC S&P 500 Index	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AAPL Apple Inc	0.41%	0.38%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%
AMAT Applied Materials, Inc.	0.53%	0.69%	0.93%	0.75%	1.05%	0.60%	1.01%	1.36%	2.14%	0.78%	1.24%	2.14%
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%
ANET Arista Networks, 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%
AVGO Broadcom Inc.	0.79%	0.70%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%
GOOGL Alphabet Inc Class A	0.28%	0.27%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
LLY Eli Lilly and Company	0.67%	0.56%	0.67%	0.78%	1.07%	1.23%	1.75%	1.96%	1.94%	2.46%	2.77%	2.37%
LRCX Lam Research Corporation	0.46%	0.57%	1.19%	0.95%	1.53%	0.78%	1.04%	1.54%	2.79%	1.01%	1.28%	1.36%
MPWR Monolithic Power Systems, Inc.	0.60%	0.69%	0.85%	0.63%	0.85%	0.49%	0.55%	0.90%	1.03%	0.71%	0.98%	1.26%

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 Interesting Stocks Portfolio. 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 Interesting Stocks Portfolio was 25.91%, occurring on Apr 4, 2025. Recovery took 25 trading sessions.

The current Interesting Stocks Portfolio drawdown is 6.78%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-25.91%	Feb 19, 2025	33	Apr 4, 2025	25	May 12, 2025	58
-14.88%	Jul 17, 2024	14	Aug 5, 2024	33	Sep 20, 2024	47
-13.36%	Feb 26, 2026	23	Mar 30, 2026	—	—	—
-10.38%	Oct 30, 2025	16	Nov 20, 2025	14	Dec 11, 2025	30
-9.99%	Jan 24, 2025	2	Jan 27, 2025	15	Feb 18, 2025	17

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 43 assets, with an effective number of assets of 43.00, 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

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

	Benchmark	UTHR	RNMBY	AU	LLY	NVO	FICO	AAPL	MELI	NFLX	MSTR	SMNEY	TSLA	GOOGL	AXON	STX	ALAB	SMCI	IBKR	META	NRG	ISRG	VST	PLTR	AMZN	MSFT	CRWD	GEV	MU	FN	CRDO	CIEN	MPWR	FLEX	NVDA	EME	TSM	AMAT	LRCX	ANET	APH	AVGO	FIX	^GSPC	Portfolio
Benchmark	1.00	0.22	0.19	0.19	0.33	0.36	0.41	0.55	0.42	0.43	0.47	0.45	0.57	0.59	0.47	0.51	0.47	0.50	0.54	0.59	0.47	0.62	0.46	0.57	0.65	0.65	0.56	0.54	0.56	0.57	0.53	0.61	0.66	0.61	0.65	0.61	0.63	0.66	0.66	0.62	0.66	0.64	0.63	1.00	0.85
UTHR	0.22	1.00	0.02	0.08	0.24	0.23	0.14	0.17	0.08	0.04	0.07	0.05	0.13	0.12	0.08	0.19	0.03	0.06	0.18	0.11	0.06	0.19	0.08	0.10	0.07	0.10	0.07	0.14	0.11	0.15	0.06	0.15	0.14	0.15	0.04	0.13	0.10	0.16	0.13	0.08	0.18	0.09	0.13	0.22	0.17
RNMBY	0.19	0.02	1.00	0.24	0.05	0.11	0.09	-0.04	0.10	0.13	0.22	0.22	0.10	0.05	0.23	0.11	0.09	0.08	0.18	0.10	0.23	0.14	0.19	0.18	0.10	0.17	0.21	0.14	0.12	0.10	0.16	0.12	0.08	0.16	0.15	0.20	0.10	0.11	0.10	0.19	0.17	0.14	0.23	0.19	0.27
AU	0.19	0.08	0.24	1.00	0.14	0.16	0.07	0.06	0.11	0.14	0.16	0.16	0.09	0.12	0.14	0.17	0.13	0.09	0.15	0.05	0.21	0.16	0.21	0.14	0.09	0.10	0.15	0.19	0.18	0.20	0.15	0.22	0.17	0.16	0.11	0.19	0.19	0.19	0.20	0.18	0.20	0.18	0.20	0.19	0.29
LLY	0.33	0.24	0.05	0.14	1.00	0.45	0.23	0.15	0.16	0.12	0.10	0.13	0.12	0.18	0.09	0.21	0.09	0.19	0.21	0.21	0.13	0.32	0.14	0.18	0.15	0.15	0.20	0.16	0.18	0.18	0.15	0.19	0.20	0.15	0.20	0.23	0.20	0.19	0.21	0.20	0.25	0.17	0.24	0.33	0.29
NVO	0.36	0.23	0.11	0.16	0.45	1.00	0.17	0.12	0.18	0.10	0.14	0.15	0.15	0.22	0.10	0.22	0.12	0.14	0.19	0.22	0.14	0.24	0.13	0.14	0.21	0.26	0.17	0.18	0.18	0.20	0.17	0.16	0.23	0.19	0.18	0.20	0.27	0.27	0.27	0.20	0.23	0.21	0.23	0.36	0.30
FICO	0.41	0.14	0.09	0.07	0.23	0.17	1.00	0.25	0.28	0.30	0.21	0.22	0.20	0.23	0.33	0.22	0.15	0.15	0.22	0.28	0.19	0.38	0.18	0.25	0.28	0.28	0.34	0.20	0.23	0.18	0.23	0.24	0.21	0.16	0.21	0.25	0.18	0.20	0.18	0.28	0.26	0.24	0.25	0.41	0.35
AAPL	0.55	0.17	-0.04	0.06	0.15	0.12	0.25	1.00	0.23	0.26	0.21	0.12	0.39	0.38	0.18	0.25	0.20	0.26	0.22	0.30	0.14	0.31	0.12	0.25	0.37	0.35	0.25	0.15	0.25	0.24	0.22	0.26	0.35	0.25	0.30	0.19	0.30	0.33	0.34	0.25	0.30	0.31	0.21	0.55	0.37
MELI	0.42	0.08	0.10	0.11	0.16	0.18	0.28	0.23	1.00	0.28	0.27	0.23	0.23	0.28	0.32	0.17	0.24	0.23	0.30	0.35	0.25	0.35	0.24	0.29	0.35	0.30	0.30	0.26	0.23	0.19	0.26	0.23	0.27	0.27	0.31	0.27	0.28	0.24	0.22	0.28	0.28	0.24	0.27	0.42	0.40
NFLX	0.43	0.04	0.13	0.14	0.12	0.10	0.30	0.26	0.28	1.00	0.33	0.22	0.28	0.24	0.37	0.12	0.24	0.29	0.29	0.37	0.25	0.38	0.27	0.37	0.40	0.43	0.41	0.30	0.18	0.25	0.35	0.30	0.22	0.22	0.35	0.29	0.25	0.23	0.22	0.37	0.35	0.36	0.28	0.43	0.43
MSTR	0.47	0.07	0.22	0.16	0.10	0.14	0.21	0.21	0.27	0.33	1.00	0.28	0.40	0.32	0.35	0.23	0.33	0.38	0.37	0.31	0.29	0.33	0.28	0.41	0.34	0.32	0.40	0.30	0.32	0.33	0.41	0.30	0.33	0.35	0.38	0.34	0.34	0.35	0.31	0.33	0.30	0.31	0.35	0.47	0.55
SMNEY	0.45	0.05	0.22	0.16	0.13	0.15	0.22	0.12	0.23	0.22	0.28	1.00	0.24	0.25	0.32	0.34	0.30	0.28	0.36	0.35	0.39	0.24	0.45	0.36	0.33	0.34	0.34	0.50	0.35	0.33	0.37	0.40	0.31	0.40	0.36	0.45	0.40	0.35	0.34	0.41	0.38	0.41	0.45	0.45	0.56
TSLA	0.57	0.13	0.10	0.09	0.12	0.15	0.20	0.39	0.23	0.28	0.40	0.24	1.00	0.43	0.28	0.28	0.32	0.35	0.31	0.35	0.29	0.36	0.30	0.43	0.42	0.39	0.35	0.35	0.36	0.32	0.35	0.36	0.43	0.35	0.38	0.34	0.40	0.41	0.41	0.37	0.38	0.40	0.36	0.57	0.53
GOOGL	0.59	0.12	0.05	0.12	0.18	0.22	0.23	0.38	0.28	0.24	0.32	0.25	0.43	1.00	0.21	0.32	0.30	0.29	0.34	0.48	0.25	0.36	0.25	0.32	0.57	0.44	0.37	0.28	0.38	0.33	0.37	0.39	0.39	0.36	0.38	0.29	0.40	0.40	0.44	0.37	0.39	0.42	0.34	0.59	0.51
AXON	0.47	0.08	0.23	0.14	0.09	0.10	0.33	0.18	0.32	0.37	0.35	0.32	0.28	0.21	1.00	0.19	0.36	0.31	0.44	0.37	0.39	0.41	0.44	0.55	0.39	0.42	0.50	0.44	0.27	0.34	0.47	0.40	0.28	0.33	0.40	0.46	0.36	0.28	0.27	0.46	0.41	0.41	0.46	0.47	0.57
STX	0.51	0.19	0.11	0.17	0.21	0.22	0.22	0.25	0.17	0.12	0.23	0.34	0.28	0.32	0.19	1.00	0.30	0.36	0.33	0.29	0.38	0.31	0.37	0.29	0.30	0.31	0.26	0.35	0.56	0.48	0.33	0.46	0.50	0.51	0.38	0.42	0.45	0.54	0.58	0.40	0.47	0.44	0.46	0.51	0.57
ALAB	0.47	0.03	0.09	0.13	0.09	0.12	0.15	0.20	0.24	0.24	0.33	0.30	0.32	0.30	0.36	0.30	1.00	0.44	0.36	0.34	0.35	0.30	0.38	0.46	0.36	0.37	0.43	0.41	0.47	0.44	0.63	0.50	0.49	0.48	0.46	0.42	0.46	0.46	0.47	0.50	0.45	0.53	0.47	0.47	0.64
SMCI	0.50	0.06	0.08	0.09	0.19	0.14	0.15	0.26	0.23	0.29	0.38	0.28	0.35	0.29	0.31	0.36	0.44	1.00	0.34	0.33	0.39	0.32	0.40	0.41	0.34	0.37	0.37	0.37	0.50	0.44	0.46	0.42	0.49	0.46	0.52	0.44	0.52	0.48	0.50	0.48	0.44	0.49	0.46	0.50	0.62
IBKR	0.54	0.18	0.18	0.15	0.21	0.19	0.22	0.22	0.30	0.29	0.37	0.36	0.31	0.34	0.44	0.33	0.36	0.34	1.00	0.39	0.42	0.37	0.44	0.43	0.38	0.31	0.43	0.42	0.39	0.39	0.41	0.40	0.39	0.47	0.42	0.51	0.41	0.42	0.39	0.44	0.44	0.38	0.50	0.54	0.60
META	0.59	0.11	0.10	0.05	0.21	0.22	0.28	0.30	0.35	0.37	0.31	0.35	0.35	0.48	0.37	0.29	0.34	0.33	0.39	1.00	0.32	0.49	0.36	0.43	0.61	0.55	0.43	0.36	0.34	0.36	0.40	0.35	0.39	0.34	0.46	0.37	0.42	0.40	0.40	0.46	0.42	0.47	0.38	0.59	0.57
NRG	0.47	0.06	0.23	0.21	0.13	0.14	0.19	0.14	0.25	0.25	0.29	0.39	0.29	0.25	0.39	0.38	0.35	0.39	0.42	0.32	1.00	0.34	0.78	0.35	0.28	0.28	0.39	0.53	0.42	0.45	0.43	0.46	0.38	0.52	0.44	0.62	0.46	0.42	0.43	0.50	0.50	0.44	0.60	0.47	0.61
ISRG	0.62	0.19	0.14	0.16	0.32	0.24	0.38	0.31	0.35	0.38	0.33	0.24	0.36	0.36	0.41	0.31	0.30	0.32	0.37	0.49	0.34	1.00	0.32	0.38	0.44	0.45	0.44	0.39	0.35	0.38	0.39	0.37	0.42	0.39	0.41	0.41	0.40	0.47	0.47	0.41	0.44	0.40	0.43	0.62	0.58
VST	0.46	0.08	0.19	0.21	0.14	0.13	0.18	0.12	0.24	0.27	0.28	0.45	0.30	0.25	0.44	0.37	0.38	0.40	0.44	0.36	0.78	0.32	1.00	0.38	0.30	0.30	0.46	0.56	0.40	0.43	0.47	0.47	0.37	0.47	0.46	0.61	0.46	0.42	0.39	0.54	0.51	0.44	0.61	0.46	0.63
PLTR	0.57	0.10	0.18	0.14	0.18	0.14	0.25	0.25	0.29	0.37	0.41	0.36	0.43	0.32	0.55	0.29	0.46	0.41	0.43	0.43	0.35	0.38	0.38	1.00	0.46	0.46	0.50	0.43	0.33	0.38	0.49	0.46	0.38	0.45	0.44	0.42	0.39	0.37	0.36	0.49	0.44	0.47	0.43	0.57	0.64
AMZN	0.65	0.07	0.10	0.09	0.15	0.21	0.28	0.37	0.35	0.40	0.34	0.33	0.42	0.57	0.39	0.30	0.36	0.34	0.38	0.61	0.28	0.44	0.30	0.46	1.00	0.57	0.47	0.36	0.39	0.36	0.41	0.45	0.40	0.35	0.46	0.36	0.43	0.42	0.42	0.45	0.45	0.46	0.40	0.65	0.59
MSFT	0.65	0.10	0.17	0.10	0.15	0.26	0.28	0.35	0.30	0.43	0.32	0.34	0.39	0.44	0.42	0.31	0.37	0.37	0.31	0.55	0.28	0.45	0.30	0.46	0.57	1.00	0.56	0.36	0.37	0.37	0.41	0.41	0.37	0.35	0.52	0.36	0.43	0.39	0.40	0.52	0.47	0.53	0.37	0.65	0.58
CRWD	0.56	0.07	0.21	0.15	0.20	0.17	0.34	0.25	0.30	0.41	0.40	0.34	0.35	0.37	0.50	0.26	0.43	0.37	0.43	0.43	0.39	0.44	0.46	0.50	0.47	0.56	1.00	0.42	0.41	0.37	0.53	0.44	0.37	0.42	0.47	0.45	0.40	0.39	0.37	0.56	0.47	0.50	0.44	0.56	0.65
GEV	0.54	0.14	0.14	0.19	0.16	0.18	0.20	0.15	0.26	0.30	0.30	0.50	0.35	0.28	0.44	0.35	0.41	0.37	0.42	0.36	0.53	0.39	0.56	0.43	0.36	0.36	0.42	1.00	0.40	0.46	0.44	0.51	0.43	0.50	0.48	0.60	0.48	0.44	0.43	0.52	0.53	0.47	0.64	0.54	0.65
MU	0.56	0.11	0.12	0.18	0.18	0.18	0.23	0.25	0.23	0.18	0.32	0.35	0.36	0.38	0.27	0.56	0.47	0.50	0.39	0.34	0.42	0.35	0.40	0.33	0.39	0.37	0.41	0.40	1.00	0.52	0.53	0.49	0.60	0.57	0.57	0.48	0.62	0.68	0.73	0.48	0.50	0.57	0.52	0.56	0.70
FN	0.57	0.15	0.10	0.20	0.18	0.20	0.18	0.24	0.19	0.25	0.33	0.33	0.32	0.33	0.34	0.48	0.44	0.44	0.39	0.36	0.45	0.38	0.43	0.38	0.36	0.37	0.37	0.46	0.52	1.00	0.55	0.63	0.54	0.63	0.52	0.58	0.54	0.57	0.58	0.53	0.57	0.56	0.61	0.57	0.70
CRDO	0.53	0.06	0.16	0.15	0.15	0.17	0.23	0.22	0.26	0.35	0.41	0.37	0.35	0.37	0.47	0.33	0.63	0.46	0.41	0.40	0.43	0.39	0.47	0.49	0.41	0.41	0.53	0.44	0.53	0.55	1.00	0.57	0.50	0.51	0.57	0.51	0.54	0.51	0.50	0.58	0.50	0.65	0.53	0.53	0.72
CIEN	0.61	0.15	0.12	0.22	0.19	0.16	0.24	0.26	0.23	0.30	0.30	0.40	0.36	0.39	0.40	0.46	0.50	0.42	0.40	0.35	0.46	0.37	0.47	0.46	0.45	0.41	0.44	0.51	0.49	0.63	0.57	1.00	0.52	0.58	0.47	0.58	0.54	0.51	0.53	0.57	0.57	0.58	0.63	0.61	0.73
MPWR	0.66	0.14	0.08	0.17	0.20	0.23	0.21	0.35	0.27	0.22	0.33	0.31	0.43	0.39	0.28	0.50	0.49	0.49	0.39	0.39	0.38	0.42	0.37	0.38	0.40	0.37	0.37	0.43	0.60	0.54	0.50	0.52	1.00	0.57	0.56	0.52	0.63	0.73	0.75	0.53	0.58	0.58	0.54	0.66	0.71
FLEX	0.61	0.15	0.16	0.16	0.15	0.19	0.16	0.25	0.27	0.22	0.35	0.40	0.35	0.36	0.33	0.51	0.48	0.46	0.47	0.34	0.52	0.39	0.47	0.45	0.35	0.35	0.42	0.50	0.57	0.63	0.51	0.58	0.57	1.00	0.52	0.62	0.59	0.61	0.61	0.51	0.60	0.55	0.66	0.61	0.72
NVDA	0.65	0.04	0.15	0.11	0.20	0.18	0.21	0.30	0.31	0.35	0.38	0.36	0.38	0.38	0.40	0.38	0.46	0.52	0.42	0.46	0.44	0.41	0.46	0.44	0.46	0.52	0.47	0.48	0.57	0.52	0.57	0.47	0.56	0.52	1.00	0.52	0.66	0.59	0.58	0.56	0.57	0.65	0.54	0.65	0.70
EME	0.61	0.13	0.20	0.19	0.23	0.20	0.25	0.19	0.27	0.29	0.34	0.45	0.34	0.29	0.46	0.42	0.42	0.44	0.51	0.37	0.62	0.41	0.61	0.42	0.36	0.36	0.45	0.60	0.48	0.58	0.51	0.58	0.52	0.62	0.52	1.00	0.53	0.55	0.54	0.59	0.62	0.53	0.87	0.61	0.74
TSM	0.63	0.10	0.10	0.19	0.20	0.27	0.18	0.30	0.28	0.25	0.34	0.40	0.40	0.40	0.36	0.45	0.46	0.52	0.41	0.42	0.46	0.40	0.46	0.39	0.43	0.43	0.40	0.48	0.62	0.54	0.54	0.54	0.63	0.59	0.66	0.53	1.00	0.68	0.69	0.57	0.57	0.66	0.57	0.63	0.73
AMAT	0.66	0.16	0.11	0.19	0.19	0.27	0.20	0.33	0.24	0.23	0.35	0.35	0.41	0.40	0.28	0.54	0.46	0.48	0.42	0.40	0.42	0.47	0.42	0.37	0.42	0.39	0.39	0.44	0.68	0.57	0.51	0.51	0.73	0.61	0.59	0.55	0.68	1.00	0.89	0.52	0.57	0.60	0.59	0.66	0.74
LRCX	0.66	0.13	0.10	0.20	0.21	0.27	0.18	0.34	0.22	0.22	0.31	0.34	0.41	0.44	0.27	0.58	0.47	0.50	0.39	0.40	0.43	0.47	0.39	0.36	0.42	0.40	0.37	0.43	0.73	0.58	0.50	0.53	0.75	0.61	0.58	0.54	0.69	0.89	1.00	0.51	0.58	0.61	0.57	0.66	0.73
ANET	0.62	0.08	0.19	0.18	0.20	0.20	0.28	0.25	0.28	0.37	0.33	0.41	0.37	0.37	0.46	0.40	0.50	0.48	0.44	0.46	0.50	0.41	0.54	0.49	0.45	0.52	0.56	0.52	0.48	0.53	0.58	0.57	0.53	0.51	0.56	0.59	0.57	0.52	0.51	1.00	0.62	0.64	0.60	0.62	0.75
APH	0.66	0.18	0.17	0.20	0.25	0.23	0.26	0.30	0.28	0.35	0.30	0.38	0.38	0.39	0.41	0.47	0.45	0.44	0.44	0.42	0.50	0.44	0.51	0.44	0.45	0.47	0.47	0.53	0.50	0.57	0.50	0.57	0.58	0.60	0.57	0.62	0.57	0.57	0.58	0.62	1.00	0.59	0.62	0.66	0.73
AVGO	0.64	0.09	0.14	0.18	0.17	0.21	0.24	0.31	0.24	0.36	0.31	0.41	0.40	0.42	0.41	0.44	0.53	0.49	0.38	0.47	0.44	0.40	0.44	0.47	0.46	0.53	0.50	0.47	0.57	0.56	0.65	0.58	0.58	0.55	0.65	0.53	0.66	0.60	0.61	0.64	0.59	1.00	0.55	0.64	0.75
FIX	0.63	0.13	0.23	0.20	0.24	0.23	0.25	0.21	0.27	0.28	0.35	0.45	0.36	0.34	0.46	0.46	0.47	0.46	0.50	0.38	0.60	0.43	0.61	0.43	0.40	0.37	0.44	0.64	0.52	0.61	0.53	0.63	0.54	0.66	0.54	0.87	0.57	0.59	0.57	0.60	0.62	0.55	1.00	0.63	0.77
^GSPC	1.00	0.22	0.19	0.19	0.33	0.36	0.41	0.55	0.42	0.43	0.47	0.45	0.57	0.59	0.47	0.51	0.47	0.50	0.54	0.59	0.47	0.62	0.46	0.57	0.65	0.65	0.56	0.54	0.56	0.57	0.53	0.61	0.66	0.61	0.65	0.61	0.63	0.66	0.66	0.62	0.66	0.64	0.63	1.00	0.85
Portfolio	0.85	0.17	0.27	0.29	0.29	0.30	0.35	0.37	0.40	0.43	0.55	0.56	0.53	0.51	0.57	0.57	0.64	0.62	0.60	0.57	0.61	0.58	0.63	0.64	0.59	0.58	0.65	0.65	0.70	0.70	0.72	0.73	0.71	0.72	0.70	0.74	0.73	0.74	0.73	0.75	0.73	0.75	0.77	0.85	1.00

The correlation results are calculated based on daily price changes starting from Mar 28, 2024

Interesting Stocks Portfolio

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table