PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


BTC-USD 2.78%MSFT 2.78%GOOG 2.78%META 2.78%TSM 2.78%COKE 2.78%AAPL 2.78%SMH 2.78%VGT 2.78%NVDA 2.78%AMD 2.78%VOO 2.78%MA 2.78%NFLX 2.78%NOW 2.78%PANW 2.78%CELH 2.78%SMCI 2.78%AVGO 2.78%KLAC 2.78%BRK-A 2.78%BRK-B 2.78%AXP 2.78%CMG 2.78%NVDL 2.78%LLY 2.78%USD 2.78%NVDX 2.78%AMDL 2.78%MAGX 2.78%MAGS 2.78%PLTR 2.78%AMAT 2.78%MU 2.78%QCOM 2.78%ARM 2.78%CryptocurrencyCryptocurrencyEquityEquity
PositionCategory/SectorTarget Weight
AAPL
Apple Inc
Technology
2.78%
AMAT
Applied Materials, Inc.
Technology
2.78%
AMD
Advanced Micro Devices, Inc.
Technology
2.78%
AMDL
GraniteShares 2x Long AMD Daily ETF
Leveraged Equities, Leveraged
2.78%
ARM
Arm Holdings plc American Depositary Shares
Technology
2.78%
AVGO
Broadcom Inc.
Technology
2.78%
AXP
American Express Company
Financial Services
2.78%
BRK-A
Berkshire Hathaway Inc
Financial Services
2.78%
BRK-B
Berkshire Hathaway Inc.
Financial Services
2.78%
BTC-USD
Bitcoin
2.78%
CELH
Celsius Holdings, Inc.
Consumer Defensive
2.78%
CMG
Chipotle Mexican Grill, Inc.
Consumer Cyclical
2.78%
COKE
Coca-Cola Consolidated, Inc.
Consumer Defensive
2.78%
GOOG
Alphabet Inc.
Communication Services
2.78%
KLAC
KLA Corporation
Technology
2.78%
LLY
Eli Lilly and Company
Healthcare
2.78%
MA
Mastercard Inc
Financial Services
2.78%
MAGS
Roundhill Magnificent Seven ETF
Technology Equities
2.78%
MAGX
Roundhill Daily 2X Long Magnificent Seven ETF
Leveraged Equities, Leveraged
2.78%
META
2.78%
MSFT
2.78%
MU
2.78%
NFLX
2.78%
NOW
2.78%
NVDA
2.78%
NVDL
2.78%
NVDX
2.78%
PANW
2.78%
PLTR
2.78%
QCOM
2.78%
SMCI
2.78%
SMH
2.78%
TSM
2.78%
USD
2.78%
VGT
2.78%
VOO
2.78%

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM, 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.


0.00%10.00%20.00%30.00%NovemberDecember2025FebruaryMarchApril
4.58%
2.59%
BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Mar 18, 2024, corresponding to the inception date of AMDL

Returns By Period


YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500
-10.18%-6.71%-9.92%6.35%13.40%9.65%
BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM-14.76%-8.91%-12.19%15.74%N/AN/A
MSFT
-12.57%-4.93%-11.70%-7.15%N/AN/A
GOOG
Alphabet Inc.
-19.38%-7.08%-6.87%-1.05%19.53%19.13%
META
-14.28%-14.42%-12.86%4.62%N/AN/A
TSM
-22.87%-14.50%-23.89%20.49%N/AN/A
COKE
Coca-Cola Consolidated, Inc.
12.60%7.79%10.41%74.13%44.60%29.61%
AAPL
Apple Inc
-21.25%-8.00%-15.99%19.95%24.08%21.30%
SMH
-20.50%-15.20%-23.11%-2.92%N/AN/A
VGT
-18.60%-10.05%-16.03%5.91%N/AN/A
NVDA
-24.42%-14.38%-26.44%33.22%N/AN/A
AMD
Advanced Micro Devices, Inc.
-27.56%-18.33%-43.90%-40.33%8.99%44.16%
VOO
-9.88%-6.64%-9.35%7.75%N/AN/A
MA
Mastercard Inc
-1.45%-3.40%0.50%14.27%16.20%19.74%
NFLX
9.17%2.33%27.38%75.31%N/AN/A
NOW
-27.16%-6.30%-16.23%8.16%N/AN/A
PANW
-7.84%-8.87%-10.52%20.77%N/AN/A
CELH
Celsius Holdings, Inc.
41.38%19.17%10.01%-45.90%91.44%50.46%
SMCI
3.36%-19.42%-33.34%-55.85%N/AN/A
BTC-USD
Bitcoin
-9.61%0.34%23.53%32.28%65.16%80.21%
AVGO
Broadcom Inc.
-26.02%-10.26%-4.40%43.67%49.90%33.09%
KLAC
KLA Corporation
0.91%-11.45%-6.03%1.90%34.08%29.15%
BRK-A
Berkshire Hathaway Inc
14.38%-1.77%11.50%27.42%22.54%13.79%
BRK-B
Berkshire Hathaway Inc.
14.32%-1.99%11.49%27.93%22.46%13.86%
AXP
American Express Company
-14.84%-6.90%-8.69%10.00%26.23%14.04%
CMG
Chipotle Mexican Grill, Inc.
-20.12%-1.69%-18.89%-16.05%24.48%14.19%
NVDL
-53.91%-31.70%-58.57%6.36%N/AN/A
LLY
Eli Lilly and Company
8.99%-0.31%-8.19%16.40%41.59%30.28%
USD
-49.63%-31.85%-51.64%-10.40%N/AN/A
NVDX
-54.50%-31.91%-59.44%4.51%N/AN/A
AMDL
GraniteShares 2x Long AMD Daily ETF
-55.35%-39.68%-74.70%-75.97%N/AN/A
MAGX
Roundhill Daily 2X Long Magnificent Seven ETF
-44.24%-21.64%-27.77%12.38%N/AN/A
MAGS
Roundhill Magnificent Seven ETF
-21.94%-9.00%-9.66%17.14%N/AN/A
PLTR
24.00%7.31%118.25%358.13%N/AN/A
AMAT
Applied Materials, Inc.
-15.28%-10.96%-25.90%-26.95%23.32%21.52%
MU
-18.14%-33.12%-37.94%-35.27%N/AN/A
QCOM
-10.56%-13.48%-19.19%-11.57%N/AN/A
ARM
Arm Holdings plc American Depositary Shares
-18.34%-15.40%-34.18%15.53%N/AN/A
*Annualized

Monthly Returns

The table below presents the monthly returns of BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.38%-3.14%-8.98%-4.63%-14.76%
20241.41%-5.81%11.25%8.23%-4.95%1.29%2.41%-0.07%7.64%0.59%22.69%

Expense Ratio

BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM has an expense ratio of 0.17%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.


Expense ratio chart for AMDL: current value is 1.15%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AMDL: 1.15%
Expense ratio chart for MAGX: current value is 0.95%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
MAGX: 0.95%
Expense ratio chart for MAGS: current value is 0.29%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
MAGS: 0.29%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM is 25, meaning it’s performing worse than 75% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM is 2525
Overall Rank
The Sharpe Ratio Rank of BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM is 3232
Sortino Ratio Rank
The Omega Ratio Rank of BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM is 2929
Omega Ratio Rank
The Calmar Ratio Rank of BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM is 1414
Calmar Ratio Rank
The Martin Ratio Rank of BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM is 2525
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for Portfolio, currently valued at 0.08, compared to the broader market-4.00-2.000.002.00
Portfolio: 0.08
^GSPC: 0.24
The chart of Sortino ratio for Portfolio, currently valued at 0.38, compared to the broader market-6.00-4.00-2.000.002.004.00
Portfolio: 0.38
^GSPC: 0.47
The chart of Omega ratio for Portfolio, currently valued at 1.05, compared to the broader market0.400.600.801.001.201.401.60
Portfolio: 1.05
^GSPC: 1.07
The chart of Calmar ratio for Portfolio, currently valued at 0.01, compared to the broader market0.001.002.003.004.005.006.00
Portfolio: 0.01
^GSPC: 0.24
The chart of Martin ratio for Portfolio, currently valued at 0.34, compared to the broader market0.005.0010.0015.0020.00
Portfolio: 0.34
^GSPC: 1.08

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
MSFT
-0.49-0.560.93-1.50
GOOG
Alphabet Inc.
-0.31-0.240.97-0.04-0.92
META
-0.110.091.01-0.41
TSM
-0.25-0.040.99-0.92
COKE
Coca-Cola Consolidated, Inc.
0.641.031.130.302.84
AAPL
Apple Inc
-0.36-0.310.960.50-1.29
SMH
-0.45-0.400.95-1.84
VGT
-0.24-0.130.98-0.97
NVDA
-0.070.311.04-0.32
AMD
Advanced Micro Devices, Inc.
-0.84-1.240.85-0.74-1.68
VOO
-0.020.121.02-0.07
MA
Mastercard Inc
0.941.371.210.344.98
NFLX
2.433.151.432.1113.61
NOW
-0.180.021.00-0.46
PANW
0.050.341.040.010.18
CELH
Celsius Holdings, Inc.
-0.040.501.06-0.62-0.11
SMCI
-0.400.091.01-1.23
BTC-USD
Bitcoin
1.201.851.190.905.47
AVGO
Broadcom Inc.
0.371.041.140.181.72
KLAC
KLA Corporation
-0.42-0.310.96-0.22-1.22
BRK-A
Berkshire Hathaway Inc
1.532.181.311.158.15
BRK-B
Berkshire Hathaway Inc.
1.502.131.311.117.82
AXP
American Express Company
0.280.651.090.071.06
CMG
Chipotle Mexican Grill, Inc.
-0.55-0.610.92-0.55-1.40
NVDL
-0.380.121.02-1.51
LLY
Eli Lilly and Company
-0.21-0.070.990.54-0.55
USD
-0.43-0.070.99-1.82
NVDX
-0.400.091.01-1.55
AMDL
GraniteShares 2x Long AMD Daily ETF
-0.73-1.380.84-0.91-1.68
MAGX
Roundhill Daily 2X Long Magnificent Seven ETF
-0.250.081.010.03-0.91
MAGS
Roundhill Magnificent Seven ETF
0.040.311.040.000.13
PLTR
5.444.711.627.3427.46
AMAT
Applied Materials, Inc.
-0.78-1.000.87-0.68-1.93
MU
-0.52-0.410.95-2.12
QCOM
-0.54-0.560.93-2.24
ARM
Arm Holdings plc American Depositary Shares
-0.290.021.00-0.33-0.97

The current BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM Sharpe ratio is -0.07. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 0.21 to 0.77, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests that it may not be performing as well in terms of risk-adjusted returns compared to many other portfolios. The lower performance could be due to either lower returns, higher volatility, or a combination of both. This might indicate that the portfolio requires some fine-tuning. You can use the Portfolio Optimization tool to find an allocation that maximizes the Sharpe ratio.

Use the chart below to compare the Sharpe ratio of BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00DecemberDec 08Dec 15Dec 22Dec 29Jan 05Jan 12Jan 19Jan 26Feb 02Feb 09Feb 16Feb 23Mar 02Mar 09Mar 16Mar 23Mar 30Apr 06Apr 13
0.08
0.24
BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM provided a 1.47% dividend yield over the last twelve months.


TTM20242023202220212020201920182017201620152014
Portfolio1.47%0.88%0.74%0.57%0.38%0.49%0.69%0.86%0.65%0.91%0.81%1.42%
MSFT
0.86%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%
GOOG
Alphabet Inc.
0.52%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
META
0.40%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TSM
1.63%1.18%1.78%2.48%1.56%1.58%3.49%3.55%2.32%2.61%2.54%1.79%
COKE
Coca-Cola Consolidated, Inc.
0.42%1.59%0.54%0.20%0.16%0.38%0.35%0.56%0.46%0.56%0.55%1.14%
AAPL
Apple Inc
0.51%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%
SMH
0.56%0.44%0.60%1.18%0.51%0.69%1.50%1.88%1.43%0.80%2.14%1.16%
VGT
0.63%0.60%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%1.12%
NVDA
0.03%0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%
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%
VOO
1.44%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%
MA
Mastercard Inc
0.55%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%
NFLX
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NOW
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PANW
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CELH
Celsius Holdings, 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%
SMCI
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BTC-USD
Bitcoin
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.
1.31%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%1.22%
KLAC
KLA Corporation
0.99%0.96%0.92%1.25%0.91%1.35%1.74%3.17%2.15%2.67%2.94%26.17%
BRK-A
Berkshire Hathaway 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%
BRK-B
Berkshire Hathaway 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%
AXP
American Express Company
1.16%0.91%1.24%1.35%1.05%1.42%1.29%1.51%1.32%1.61%1.58%1.05%
CMG
Chipotle Mexican Grill, 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%
NVDL
0.00%0.00%11.29%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LLY
Eli Lilly and Company
0.64%0.67%0.78%1.07%1.23%1.75%1.96%1.95%2.46%2.77%2.37%2.84%
USD
0.35%0.10%0.05%0.30%0.00%0.14%0.72%0.93%0.32%7.11%0.39%2.71%
NVDX
34.03%15.49%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AMDL
GraniteShares 2x Long AMD Daily ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MAGX
Roundhill Daily 2X Long Magnificent Seven ETF
1.54%0.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MAGS
Roundhill Magnificent Seven ETF
1.04%0.81%0.44%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PLTR
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AMAT
Applied Materials, Inc.
1.16%0.93%0.75%1.05%0.60%1.01%1.36%2.14%0.78%1.24%2.14%1.61%
MU
0.67%0.55%0.54%0.89%0.21%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
QCOM
2.49%2.18%2.18%2.67%1.47%1.69%2.81%4.27%3.50%3.17%3.72%2.17%
ARM
Arm Holdings plc American Depositary Shares
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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-22.36%
-14.02%
BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM. 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 BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM was 28.72%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM drawdown is 21.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-28.72%Feb 19, 202549Apr 8, 2025
-21.65%Jul 11, 202428Aug 7, 202492Nov 7, 2024120
-12.54%Mar 26, 202425Apr 19, 202426May 15, 202451
-8.19%Jan 24, 20254Jan 27, 202517Feb 13, 202521
-7.28%Jan 7, 20258Jan 14, 20258Jan 22, 202516

Volatility

Volatility Chart

The current BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM volatility is 19.97%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
19.97%
13.60%
BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM
Benchmark (^GSPC)
Portfolio components

Diversification

Asset Correlations Table

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

COKEBRK-ABRK-BMABTC-USDLLYCELHCMGAAPLAXPSMCIMETAGOOGPANWNFLXPLTRNOWAMDLAMDMUMSFTTSMARMQCOMAVGOKLACNVDXAMATNVDLNVDAMAGSMAGXUSDSMHVOOVGT
COKE1.000.240.250.210.100.060.200.210.150.190.000.150.060.180.060.150.170.090.090.040.190.080.160.130.120.160.070.140.080.090.150.130.100.110.230.14
BRK-A0.241.000.940.550.130.120.130.180.210.45-0.03-0.030.120.140.110.140.090.090.090.030.09-0.040.030.15-0.060.10-0.060.10-0.05-0.060.050.06-0.040.030.330.11
BRK-B0.250.941.000.580.130.130.130.170.200.47-0.05-0.020.120.170.130.140.110.110.110.030.100.000.020.15-0.040.10-0.050.09-0.05-0.050.070.07-0.040.040.340.11
MA0.210.550.581.000.130.170.120.360.160.470.020.100.200.240.240.250.270.130.120.120.230.070.090.190.120.170.040.170.030.040.170.190.080.130.410.22
BTC-USD0.100.130.130.131.000.040.180.110.110.170.240.210.240.200.220.270.250.240.240.220.140.170.190.220.180.250.220.240.210.210.270.270.250.260.310.26
LLY0.060.120.130.170.041.00-0.010.190.210.210.210.300.160.320.210.250.200.180.180.190.190.270.280.210.240.220.260.230.270.260.230.260.260.260.370.30
CELH0.200.130.130.120.18-0.011.000.170.220.170.300.160.170.200.200.210.230.250.240.240.240.200.260.330.200.360.190.330.190.190.240.240.240.270.330.28
CMG0.210.180.170.360.110.190.171.000.220.280.130.280.210.290.360.350.340.220.220.180.320.220.270.250.200.270.270.280.270.270.350.350.260.260.390.33
AAPL0.150.210.200.160.110.210.220.221.000.260.200.260.410.270.350.250.240.310.320.210.430.250.340.350.280.300.230.300.250.250.480.520.280.310.540.50
AXP0.190.450.470.470.170.210.170.280.261.000.160.240.310.270.270.350.390.220.230.270.310.260.320.380.300.320.240.340.240.240.350.370.290.340.570.43
SMCI0.00-0.03-0.050.020.240.210.300.130.200.161.000.310.250.320.330.390.280.480.480.530.350.470.460.430.500.510.490.500.480.490.400.400.540.550.430.51
META0.15-0.03-0.020.100.210.300.160.280.260.240.311.000.530.390.430.400.440.380.380.390.520.430.400.360.460.370.430.360.430.440.590.590.440.450.490.50
GOOG0.060.120.120.200.240.160.170.210.410.310.250.531.000.390.410.330.430.460.450.350.550.290.410.410.390.360.340.360.350.350.670.670.390.430.550.52
PANW0.180.140.170.240.200.320.200.290.270.270.320.390.391.000.420.440.550.360.360.370.460.380.430.310.440.360.420.390.430.430.470.460.440.470.530.55
NFLX0.060.110.130.240.220.210.200.360.350.270.330.430.410.421.000.450.530.370.370.370.510.350.340.360.440.380.470.400.470.470.580.560.470.440.540.57
PLTR0.150.140.140.250.270.250.210.350.250.350.390.400.330.440.451.000.500.390.400.370.420.400.450.380.460.410.420.390.430.420.540.530.470.470.540.56
NOW0.170.090.110.270.250.200.230.340.240.390.280.440.430.550.530.501.000.310.310.340.540.360.440.360.450.380.460.400.470.470.540.530.480.460.550.59
AMDL0.090.090.110.130.240.180.250.220.310.220.480.380.460.360.370.390.311.001.000.490.420.520.490.580.520.600.500.550.500.500.500.510.570.650.550.59
AMD0.090.090.110.120.240.180.240.220.320.230.480.380.450.360.370.400.311.001.000.490.420.530.500.580.530.600.510.550.510.510.510.510.580.660.560.60
MU0.040.030.030.120.220.190.240.180.210.270.530.390.350.370.370.370.340.490.491.000.400.580.620.570.590.600.610.670.610.610.510.500.690.720.540.66
MSFT0.190.090.100.230.140.190.240.320.430.310.350.520.550.460.510.420.540.420.420.401.000.430.490.520.550.490.480.520.480.490.700.690.540.560.660.68
TSM0.08-0.040.000.070.170.270.200.220.250.260.470.430.290.380.350.400.360.520.530.580.431.000.600.620.650.660.650.630.640.650.540.540.720.810.560.68
ARM0.160.030.020.090.190.280.260.270.340.320.460.400.410.430.340.450.440.490.500.620.490.601.000.620.580.620.590.620.590.590.560.570.650.710.610.70
QCOM0.130.150.150.190.220.210.330.250.350.380.430.360.410.310.360.380.360.580.580.570.520.620.621.000.580.770.520.720.520.530.560.560.660.760.680.71
AVGO0.12-0.06-0.040.120.180.240.200.200.280.300.500.460.390.440.440.460.450.520.530.590.550.650.580.581.000.670.630.650.630.640.610.600.770.770.600.74
KLAC0.160.100.100.170.250.220.360.270.300.320.510.370.360.360.380.410.380.600.600.600.490.660.620.770.671.000.560.890.560.560.520.530.700.830.670.73
NVDX0.07-0.06-0.050.040.220.260.190.270.230.240.490.430.340.420.470.420.460.500.510.610.480.650.590.520.630.561.000.590.990.990.640.630.920.800.590.76
AMAT0.140.100.090.170.240.230.330.280.300.340.500.360.360.390.400.390.400.550.550.670.520.630.620.720.650.890.591.000.590.590.560.580.710.820.670.73
NVDL0.08-0.05-0.050.030.210.270.190.270.250.240.480.430.350.430.470.430.470.500.510.610.480.640.590.520.630.560.990.591.000.990.660.650.920.810.600.77
NVDA0.09-0.06-0.050.040.210.260.190.270.250.240.490.440.350.430.470.420.470.500.510.610.490.650.590.530.640.560.990.590.991.000.660.650.930.810.600.77
MAGS0.150.050.070.170.270.230.240.350.480.350.400.590.670.470.580.540.540.500.510.510.700.540.560.560.610.520.640.560.660.661.000.970.690.670.750.78
MAGX0.130.060.070.190.270.260.240.350.520.370.400.590.670.460.560.530.530.510.510.500.690.540.570.560.600.530.630.580.650.650.971.000.670.680.760.79
USD0.10-0.04-0.040.080.250.260.240.260.280.290.540.440.390.440.470.470.480.570.580.690.540.720.650.660.770.700.920.710.920.930.690.671.000.920.670.85
SMH0.110.030.040.130.260.260.270.260.310.340.550.450.430.470.440.470.460.650.660.720.560.810.710.760.770.830.800.820.810.810.670.680.921.000.730.87
VOO0.230.330.340.410.310.370.330.390.540.570.430.490.550.530.540.540.550.550.560.540.660.560.610.680.600.670.590.670.600.600.750.760.670.731.000.86
VGT0.140.110.110.220.260.300.280.330.500.430.510.500.520.550.570.560.590.590.600.660.680.680.700.710.740.730.760.730.770.770.780.790.850.870.861.00
The correlation results are calculated based on daily price changes starting from Mar 19, 2024
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab