new ai portfolio

Asset Allocation

Position	Category/Sector	Target Weight
ACMR ACM Research, Inc.	Technology	2.56%
AGX Argan, Inc.	Industrials	2.56%
AMAT Applied Materials, Inc.	Technology	2.56%
AMD Advanced Micro Devices, Inc.	Technology	2.56%
AMKR Amkor Technology, Inc.	Technology	2.56%
AVGO Broadcom Inc.	Technology	2.56%
BABA Alibaba Group Holding Limited	Consumer Cyclical	2.56%
BE Bloom Energy Corporation	Industrials	2.56%
BTAL AGFiQ US Market Neutral Anti-Beta Fund	Long-Short	2.56%
CAMT Camtek Ltd	Technology	2.56%
CHAT Roundhill Generative AI & Technology ETF	Technology Equities	2.56%
CIEN Ciena Corporation	Technology	2.56%
CIFR Cipher Mining Inc.	Financial Services	2.56%
CLS Celestica Inc.	Technology	2.56%
COHR Coherent, Inc.	Technology	2.56%
GOOGL Alphabet Inc Class A	Communication Services	2.56%
INTC Intel Corporation	Technology	2.56%
IREN Iris Energy Limited	Financial Services	2.56%
LITE Lumentum Holdings Inc.	Technology	2.56%
LRCX Lam Research Corporation	Technology	2.56%
MU Micron Technology, Inc.	Technology	2.56%
NVDA NVIDIA Corporation	Technology	2.56%
ORCL Oracle Corporation	Technology	2.56%
PSQ ProShares Short QQQ	Inverse Equities	2.56%
RWM ProShares Short Russell2000	Inverse Equities	2.56%
SARK Tradr Short Innovation Daily ETF	Inverse Equities, Leveraged	2.56%
SFTBY SoftBank Group Corp.	Communication Services	2.56%
SI=F Silver		2.56%
SNDK Sandisk Corp	Technology	2.56%
SOXS Direxion Daily Semiconductor Bear 3x Shares	Leveraged Equities, Leveraged	2.56%
SPDN Direxion Daily S&P 500 Bear 1x Shares	Inverse Equities	2.56%
SSG Proshares Ultrashort Semiconductors	Leveraged Equities, Leveraged	2.56%
STX Seagate Technology plc	Technology	2.56%
TSEM Tower Semiconductor Ltd	Technology	2.56%
TSM Taiwan Semiconductor Manufacturing Company Limited	Technology	2.56%
UTES Virtus Reaves Utilities ETF	Utilities Equities, Actively Managed	2.56%
VST Vistra Corp.	Utilities	2.56%
WDC Western Digital Corporation	Technology	2.56%
WULF TeraWulf Inc.	Financial Services	2.56%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in new ai 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 Feb 24, 2025, corresponding to the inception date of SNDK

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	-0.11%	0.61%	-0.42%	4.03%	29.40%	18.38%	10.55%	12.70%
Portfolio new ai portfolio	1.24%	10.90%	32.93%	52.40%	225.45%	—	—	—
Portfolio components:
CHAT Roundhill Generative AI & Technology ETF	1.21%	6.12%	17.71%	15.07%	117.65%	—	—	—
UTES Virtus Reaves Utilities ETF	0.11%	2.45%	4.37%	-2.04%	34.03%	22.84%	16.72%	13.32%
SARK Tradr Short Innovation Daily ETF	-0.25%	4.12%	6.88%	17.07%	-42.82%	-29.42%	—	—
SPDN Direxion Daily S&P 500 Bear 1x Shares	0.11%	-0.33%	1.57%	-1.68%	-18.93%	-10.92%	-7.63%	—
RWM ProShares Short Russell2000	0.26%	-3.42%	-5.43%	-8.46%	-28.96%	-9.99%	-4.00%	-11.54%
PSQ ProShares Short QQQ	-0.07%	-0.53%	1.28%	-2.09%	-24.11%	-16.69%	-11.25%	-17.73%
SOXS Direxion Daily Semiconductor Bear 3x Shares	-5.99%	-36.74%	-61.87%	-75.52%	-95.17%	-80.54%	-72.20%	-75.83%
TSM Taiwan Semiconductor Manufacturing Company Limited	1.40%	4.82%	22.30%	32.76%	148.19%	63.11%	26.80%	33.96%
GOOGL Alphabet Inc Class A	-0.39%	2.77%	1.43%	34.28%	108.31%	44.80%	23.02%	23.67%
LITE Lumentum Holdings Inc.	0.35%	33.53%	143.44%	499.76%	1,547.33%	167.57%	57.98%	42.36%

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

Monthly Returns

Based on dividend-adjusted daily data since Feb 25, 2025, new ai portfolio's average daily return is +0.32%, while the average monthly return is +7.33%. At this rate, your investment would double in approximately 0.8 years.

Historically, 67% of months were positive and 33% were negative. The best month was Sep 2025 with a return of +26.2%, while the worst month was Mar 2025 at -7.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, new ai portfolio closed higher 61% of trading days. The best single day was Nov 24, 2025 with a return of +5.5%, while the worst single day was Apr 3, 2025 at -6.7%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	16.44%	5.10%	-4.18%	13.35%									32.93%
2025		-1.78%	-7.00%	-1.15%	10.93%	17.17%	7.98%	9.10%	26.18%	15.93%	2.18%	-0.30%	106.03%

Benchmark Metrics

new ai portfolio has an annualized alpha of 119.00%, beta of 1.16, and R² of 0.47 versus S&P 500 Index. Calculated based on daily prices since February 25, 2025.

This portfolio captured 789.89% of S&P 500 Index gains but only 77.63% of its losses — a favorable profile for investors.
R² of 0.47 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: 119.00%

Beta: 1.16

R²: 0.47

Upside Capture: 789.89%

Downside Capture: 77.63%

Expense Ratio

new ai portfolio has an expense ratio of 0.22%, 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.

BTAL

AGFiQ US Market Neutral Anti-Beta Fund

SOXS

Direxion Daily Semiconductor Bear 3x Shares

RWM

ProShares Short Russell2000

PSQ

ProShares Short QQQ

SSG

Proshares Ultrashort Semiconductors

CHAT

Roundhill Generative AI & Technology ETF

SARK

Tradr Short Innovation Daily ETF

SPDN

Direxion Daily S&P 500 Bear 1x Shares

UTES

Virtus Reaves Utilities ETF

Return for Risk

Risk / Return Rank

new ai portfolio ranks 98 for risk / return — in the top 98% 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	6.16	2.23	+3.93
Sortino ratio Return per unit of downside risk	5.93	3.12	+2.82
Omega ratio Gain probability vs. loss probability	2.00	1.42	+0.58
Calmar ratio Return relative to maximum drawdown	13.31	4.05	+9.26
Martin ratio Return relative to average drawdown	47.56	17.91	+29.65
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
CHAT Roundhill Generative AI & Technology ETF	92	4.03	4.42	1.60	8.31	24.40
UTES Virtus Reaves Utilities ETF	36	1.67	2.20	1.29	2.83	7.13
SARK Tradr Short Innovation Daily ETF	1	-1.17	-1.76	0.81	-0.91	-1.17
SPDN Direxion Daily S&P 500 Bear 1x Shares	1	-1.42	-2.00	0.77	-1.04	-1.29
RWM ProShares Short Russell2000	0	-1.50	-2.16	0.76	-1.03	-1.45
PSQ ProShares Short QQQ	1	-1.43	-2.07	0.77	-1.01	-1.29
SOXS Direxion Daily Semiconductor Bear 3x Shares	1	-0.98	-3.30	0.64	-1.02	-1.23
TSM Taiwan Semiconductor Manufacturing Company Limited	96	4.28	4.65	1.58	9.11	33.37
GOOGL Alphabet Inc Class A	94	3.82	4.73	1.59	5.89	22.02
LITE Lumentum Holdings Inc.	100	19.93	6.88	2.00	59.02	245.76

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.

new ai portfolio Sharpe ratios as of Apr 10, 2026 (values are recalculated daily):

1-Year: 6.16
All Time: 3.98

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 1.87 to 2.87, 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 new ai 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

new ai portfolio provided a 1.28% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.28%	1.32%	1.84%	1.85%	1.52%	1.34%	0.87%	1.02%	1.02%	0.77%	1.06%	0.66%
Portfolio components:
CHAT Roundhill Generative AI & Technology ETF	2.42%	2.85%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
UTES Virtus Reaves Utilities ETF	1.44%	1.42%	1.51%	2.44%	2.13%	1.94%	2.09%	1.84%	2.09%	3.44%	3.53%	0.61%
SARK Tradr Short Innovation Daily ETF	2.64%	2.82%	15.49%	12.57%	25.22%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SPDN Direxion Daily S&P 500 Bear 1x Shares	3.71%	4.06%	5.32%	5.84%	0.96%	0.00%	0.10%	1.89%	1.24%	0.42%	0.00%	0.00%
RWM ProShares Short Russell2000	3.75%	3.97%	6.03%	4.78%	0.39%	0.00%	0.20%	1.55%	0.87%	0.07%	0.00%	0.00%
PSQ ProShares Short QQQ	4.32%	4.97%	7.15%	6.01%	0.35%	0.00%	0.31%	1.75%	0.95%	0.02%	0.00%	0.00%
SOXS Direxion Daily Semiconductor Bear 3x Shares	14.16%	10.79%	5.45%	9.22%	0.19%	0.00%	3.58%	2.30%	0.76%	0.00%	0.00%	0.00%
TSM Taiwan Semiconductor Manufacturing Company Limited	0.90%	1.00%	1.18%	1.78%	2.49%	1.57%	1.56%	3.46%	3.64%	2.32%	2.61%	2.54%
GOOGL Alphabet Inc Class A	0.26%	0.27%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
LITE Lumentum 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%

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 new ai 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 new ai portfolio was 16.52%, occurring on Apr 8, 2025. Recovery took 25 trading sessions.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-16.52%	Feb 25, 2025	31	Apr 8, 2025	25	May 13, 2025	56
-11.58%	Feb 26, 2026	9	Mar 8, 2026	26	Apr 8, 2026	35
-10.99%	Nov 11, 2025	9	Nov 21, 2025	12	Dec 8, 2025	21
-10.22%	Dec 12, 2025	5	Dec 17, 2025	16	Jan 5, 2026	21
-7.3%	Jan 29, 2026	7	Feb 5, 2026	5	Feb 11, 2026	12

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 39 assets, with an effective number of assets of 39.00, 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	SI=F	BABA	INTC	IREN	SNDK	AGX	ORCL	GOOGL	UTES	SFTBY	WULF	BE	VST	STX	CIFR	LITE	TSEM	ACMR	WDC	AVGO	CAMT	AMD	CLS	MU	NVDA	RWM	CIEN	AMKR	COHR	SARK	AMAT	TSM	LRCX	SPDN	BTAL	SSG	PSQ	CHAT	SOXS	Portfolio
Benchmark	1.00	0.15	0.36	0.47	0.45	0.43	0.45	0.51	0.60	0.50	0.56	0.52	0.45	0.45	0.49	0.52	0.44	0.51	0.57	0.51	0.59	0.54	0.58	0.52	0.56	0.64	-0.82	0.61	0.62	0.59	-0.78	0.64	0.65	0.67	-0.99	-0.68	-0.72	-0.95	0.77	-0.76	0.70
SI=F	0.15	1.00	0.15	0.13	0.04	0.11	0.14	-0.02	0.16	0.07	0.14	0.08	0.10	0.04	0.13	0.07	0.08	0.08	0.12	0.14	0.07	0.07	0.13	0.15	0.16	0.07	-0.12	0.11	0.13	0.15	-0.07	0.15	0.09	0.17	-0.14	-0.11	-0.10	-0.16	0.14	-0.17	0.18
BABA	0.36	0.15	1.00	0.21	0.35	0.21	0.10	0.19	0.29	0.20	0.32	0.28	0.16	0.15	0.28	0.37	0.19	0.25	0.38	0.31	0.21	0.29	0.35	0.16	0.29	0.29	-0.35	0.23	0.33	0.29	-0.36	0.31	0.33	0.29	-0.35	-0.28	-0.32	-0.35	0.46	-0.38	0.37
INTC	0.47	0.13	0.21	1.00	0.19	0.35	0.17	0.23	0.28	0.24	0.36	0.29	0.28	0.19	0.28	0.24	0.36	0.37	0.37	0.29	0.31	0.31	0.40	0.30	0.42	0.30	-0.46	0.37	0.49	0.39	-0.38	0.41	0.31	0.42	-0.44	-0.43	-0.41	-0.46	0.41	-0.56	0.43
IREN	0.45	0.04	0.35	0.19	1.00	0.20	0.35	0.42	0.33	0.33	0.37	0.69	0.43	0.31	0.28	0.80	0.21	0.36	0.29	0.30	0.33	0.36	0.47	0.38	0.28	0.40	-0.46	0.35	0.29	0.35	-0.52	0.32	0.40	0.31	-0.44	-0.43	-0.42	-0.44	0.51	-0.40	0.58
SNDK	0.43	0.11	0.21	0.35	0.20	1.00	0.36	0.24	0.31	0.31	0.33	0.21	0.42	0.32	0.54	0.27	0.44	0.38	0.44	0.57	0.34	0.35	0.37	0.38	0.58	0.33	-0.42	0.47	0.47	0.43	-0.37	0.45	0.37	0.50	-0.42	-0.42	-0.43	-0.43	0.44	-0.51	0.60
AGX	0.45	0.14	0.10	0.17	0.35	0.36	1.00	0.29	0.35	0.48	0.29	0.37	0.53	0.46	0.37	0.38	0.40	0.35	0.37	0.42	0.40	0.36	0.43	0.47	0.42	0.40	-0.45	0.49	0.35	0.41	-0.44	0.41	0.41	0.40	-0.44	-0.51	-0.43	-0.46	0.47	-0.40	0.59
ORCL	0.51	-0.02	0.19	0.23	0.42	0.24	0.29	1.00	0.28	0.31	0.50	0.42	0.35	0.40	0.30	0.43	0.31	0.30	0.35	0.36	0.52	0.36	0.39	0.44	0.35	0.47	-0.46	0.42	0.39	0.43	-0.58	0.37	0.48	0.35	-0.49	-0.49	-0.53	-0.54	0.59	-0.47	0.50
GOOGL	0.60	0.16	0.29	0.28	0.33	0.31	0.35	0.28	1.00	0.22	0.39	0.33	0.26	0.24	0.35	0.32	0.33	0.37	0.36	0.38	0.41	0.38	0.39	0.39	0.41	0.41	-0.40	0.42	0.44	0.47	-0.47	0.44	0.47	0.49	-0.59	-0.44	-0.48	-0.63	0.56	-0.51	0.49
UTES	0.50	0.07	0.20	0.24	0.33	0.31	0.48	0.31	0.22	1.00	0.30	0.34	0.35	0.82	0.40	0.40	0.43	0.34	0.32	0.49	0.40	0.40	0.39	0.46	0.36	0.41	-0.47	0.51	0.34	0.44	-0.44	0.40	0.44	0.39	-0.49	-0.45	-0.44	-0.45	0.47	-0.42	0.55
SFTBY	0.56	0.14	0.32	0.36	0.37	0.33	0.29	0.50	0.39	0.30	1.00	0.33	0.29	0.32	0.26	0.39	0.32	0.30	0.37	0.33	0.40	0.39	0.44	0.36	0.40	0.46	-0.45	0.35	0.44	0.39	-0.55	0.38	0.48	0.39	-0.54	-0.47	-0.52	-0.55	0.59	-0.51	0.51
WULF	0.52	0.08	0.28	0.29	0.69	0.21	0.37	0.42	0.33	0.34	0.33	1.00	0.44	0.31	0.35	0.80	0.28	0.39	0.35	0.35	0.35	0.39	0.42	0.41	0.31	0.38	-0.56	0.38	0.35	0.38	-0.52	0.37	0.40	0.36	-0.48	-0.47	-0.43	-0.47	0.51	-0.44	0.62
BE	0.45	0.10	0.16	0.28	0.43	0.42	0.53	0.35	0.26	0.35	0.29	0.44	1.00	0.37	0.39	0.47	0.40	0.36	0.46	0.44	0.42	0.42	0.38	0.49	0.42	0.45	-0.47	0.46	0.38	0.42	-0.48	0.44	0.39	0.42	-0.44	-0.48	-0.50	-0.47	0.49	-0.48	0.65
VST	0.45	0.04	0.15	0.19	0.31	0.32	0.46	0.40	0.24	0.82	0.32	0.31	0.37	1.00	0.43	0.39	0.42	0.33	0.33	0.53	0.48	0.47	0.41	0.50	0.42	0.50	-0.39	0.50	0.38	0.46	-0.47	0.43	0.48	0.40	-0.43	-0.52	-0.53	-0.46	0.54	-0.45	0.56
STX	0.49	0.13	0.28	0.28	0.28	0.54	0.37	0.30	0.35	0.40	0.26	0.35	0.39	0.43	1.00	0.33	0.44	0.42	0.42	0.84	0.41	0.44	0.36	0.51	0.56	0.35	-0.41	0.50	0.46	0.48	-0.36	0.52	0.46	0.59	-0.46	-0.48	-0.46	-0.47	0.47	-0.54	0.65
CIFR	0.52	0.07	0.37	0.24	0.80	0.27	0.38	0.43	0.32	0.40	0.39	0.80	0.47	0.39	0.33	1.00	0.26	0.43	0.38	0.34	0.38	0.45	0.47	0.42	0.34	0.41	-0.57	0.41	0.40	0.39	-0.60	0.38	0.48	0.39	-0.50	-0.51	-0.46	-0.50	0.55	-0.48	0.66
LITE	0.44	0.08	0.19	0.36	0.21	0.44	0.40	0.31	0.33	0.43	0.32	0.28	0.40	0.42	0.44	0.26	1.00	0.58	0.44	0.54	0.50	0.43	0.43	0.61	0.52	0.48	-0.40	0.66	0.52	0.74	-0.40	0.46	0.46	0.51	-0.42	-0.60	-0.55	-0.46	0.51	-0.54	0.64
TSEM	0.51	0.08	0.25	0.37	0.36	0.38	0.35	0.30	0.37	0.34	0.30	0.39	0.36	0.33	0.42	0.43	0.58	1.00	0.50	0.49	0.54	0.53	0.51	0.56	0.49	0.52	-0.49	0.61	0.58	0.61	-0.47	0.56	0.54	0.58	-0.50	-0.63	-0.62	-0.55	0.55	-0.67	0.66
ACMR	0.57	0.12	0.38	0.37	0.29	0.44	0.37	0.35	0.36	0.32	0.37	0.35	0.46	0.33	0.42	0.38	0.44	0.50	1.00	0.46	0.45	0.56	0.52	0.45	0.53	0.46	-0.60	0.48	0.64	0.53	-0.53	0.65	0.58	0.64	-0.56	-0.59	-0.57	-0.57	0.61	-0.69	0.66
WDC	0.51	0.14	0.31	0.29	0.30	0.57	0.42	0.36	0.38	0.49	0.33	0.35	0.44	0.53	0.84	0.34	0.54	0.49	0.46	1.00	0.51	0.44	0.43	0.57	0.61	0.46	-0.45	0.59	0.52	0.58	-0.46	0.55	0.51	0.59	-0.51	-0.58	-0.56	-0.56	0.58	-0.60	0.72
AVGO	0.59	0.07	0.21	0.31	0.33	0.34	0.40	0.52	0.41	0.40	0.40	0.35	0.42	0.48	0.41	0.38	0.50	0.54	0.45	0.51	1.00	0.49	0.48	0.66	0.49	0.63	-0.41	0.59	0.51	0.57	-0.50	0.51	0.62	0.55	-0.56	-0.59	-0.77	-0.65	0.63	-0.63	0.62
CAMT	0.54	0.07	0.29	0.31	0.36	0.35	0.36	0.36	0.38	0.40	0.39	0.39	0.42	0.47	0.44	0.45	0.43	0.53	0.56	0.44	0.49	1.00	0.54	0.51	0.53	0.54	-0.55	0.50	0.65	0.51	-0.55	0.70	0.65	0.70	-0.54	-0.61	-0.64	-0.60	0.59	-0.71	0.66
AMD	0.58	0.13	0.35	0.40	0.47	0.37	0.43	0.39	0.39	0.39	0.44	0.42	0.38	0.41	0.36	0.47	0.43	0.51	0.52	0.43	0.48	0.54	1.00	0.50	0.53	0.61	-0.52	0.51	0.58	0.56	-0.59	0.54	0.61	0.57	-0.55	-0.60	-0.67	-0.62	0.66	-0.73	0.65
CLS	0.52	0.15	0.16	0.30	0.38	0.38	0.47	0.44	0.39	0.46	0.36	0.41	0.49	0.50	0.51	0.42	0.61	0.56	0.45	0.57	0.66	0.51	0.50	1.00	0.50	0.54	-0.47	0.66	0.53	0.63	-0.49	0.53	0.60	0.54	-0.49	-0.65	-0.63	-0.58	0.60	-0.58	0.72
MU	0.56	0.16	0.29	0.42	0.28	0.58	0.42	0.35	0.41	0.36	0.40	0.31	0.42	0.42	0.56	0.34	0.52	0.49	0.53	0.61	0.49	0.53	0.53	0.50	1.00	0.54	-0.45	0.51	0.60	0.53	-0.48	0.66	0.62	0.71	-0.54	-0.56	-0.66	-0.60	0.63	-0.74	0.69
NVDA	0.64	0.07	0.29	0.30	0.40	0.33	0.40	0.47	0.41	0.41	0.46	0.38	0.45	0.50	0.35	0.41	0.48	0.52	0.46	0.46	0.63	0.54	0.61	0.54	0.54	1.00	-0.42	0.52	0.52	0.59	-0.56	0.58	0.64	0.56	-0.62	-0.61	-0.92	-0.71	0.70	-0.68	0.64
RWM	-0.82	-0.12	-0.35	-0.46	-0.46	-0.42	-0.45	-0.46	-0.40	-0.47	-0.45	-0.56	-0.47	-0.39	-0.41	-0.57	-0.40	-0.49	-0.60	-0.45	-0.41	-0.55	-0.52	-0.47	-0.45	-0.42	1.00	-0.53	-0.58	-0.54	0.76	-0.57	-0.54	-0.56	0.79	0.67	0.53	0.71	-0.62	0.66	-0.65
CIEN	0.61	0.11	0.23	0.37	0.35	0.47	0.49	0.42	0.42	0.51	0.35	0.38	0.46	0.50	0.50	0.41	0.66	0.61	0.48	0.59	0.59	0.50	0.51	0.66	0.51	0.52	-0.53	1.00	0.56	0.73	-0.54	0.55	0.58	0.56	-0.58	-0.64	-0.62	-0.64	0.67	-0.63	0.73
AMKR	0.62	0.13	0.33	0.49	0.29	0.47	0.35	0.39	0.44	0.34	0.44	0.35	0.38	0.38	0.46	0.40	0.52	0.58	0.64	0.52	0.51	0.65	0.58	0.53	0.60	0.52	-0.58	0.56	1.00	0.62	-0.55	0.73	0.64	0.74	-0.60	-0.66	-0.65	-0.66	0.64	-0.82	0.70
COHR	0.59	0.15	0.29	0.39	0.35	0.43	0.41	0.43	0.47	0.44	0.39	0.38	0.42	0.46	0.48	0.39	0.74	0.61	0.53	0.58	0.57	0.51	0.56	0.63	0.53	0.59	-0.54	0.73	0.62	1.00	-0.56	0.57	0.55	0.60	-0.57	-0.70	-0.68	-0.65	0.71	-0.68	0.73
SARK	-0.78	-0.07	-0.36	-0.38	-0.52	-0.37	-0.44	-0.58	-0.47	-0.44	-0.55	-0.52	-0.48	-0.47	-0.36	-0.60	-0.40	-0.47	-0.53	-0.46	-0.50	-0.55	-0.59	-0.49	-0.48	-0.56	0.76	-0.54	-0.55	-0.56	1.00	-0.55	-0.55	-0.53	0.75	0.69	0.62	0.79	-0.73	0.68	-0.66
AMAT	0.64	0.15	0.31	0.41	0.32	0.45	0.41	0.37	0.44	0.40	0.38	0.37	0.44	0.43	0.52	0.38	0.46	0.56	0.65	0.55	0.51	0.70	0.54	0.53	0.66	0.58	-0.57	0.55	0.73	0.57	-0.55	1.00	0.66	0.84	-0.62	-0.64	-0.71	-0.68	0.67	-0.85	0.72
TSM	0.65	0.09	0.33	0.31	0.40	0.37	0.41	0.48	0.47	0.44	0.48	0.40	0.39	0.48	0.46	0.48	0.46	0.54	0.58	0.51	0.62	0.65	0.61	0.60	0.62	0.64	-0.54	0.58	0.64	0.55	-0.55	0.66	1.00	0.69	-0.65	-0.66	-0.74	-0.71	0.72	-0.75	0.71
LRCX	0.67	0.17	0.29	0.42	0.31	0.50	0.40	0.35	0.49	0.39	0.39	0.36	0.42	0.40	0.59	0.39	0.51	0.58	0.64	0.59	0.55	0.70	0.57	0.54	0.71	0.56	-0.56	0.56	0.74	0.60	-0.53	0.84	0.69	1.00	-0.65	-0.66	-0.71	-0.70	0.67	-0.86	0.74
SPDN	-0.99	-0.14	-0.35	-0.44	-0.44	-0.42	-0.44	-0.49	-0.59	-0.49	-0.54	-0.48	-0.44	-0.43	-0.46	-0.50	-0.42	-0.50	-0.56	-0.51	-0.56	-0.54	-0.55	-0.49	-0.54	-0.62	0.79	-0.58	-0.60	-0.57	0.75	-0.62	-0.65	-0.65	1.00	0.66	0.70	0.93	-0.75	0.74	-0.69
BTAL	-0.68	-0.11	-0.28	-0.43	-0.43	-0.42	-0.51	-0.49	-0.44	-0.45	-0.47	-0.47	-0.48	-0.52	-0.48	-0.51	-0.60	-0.63	-0.59	-0.58	-0.59	-0.61	-0.60	-0.65	-0.56	-0.61	0.67	-0.64	-0.66	-0.70	0.69	-0.64	-0.66	-0.66	0.66	1.00	0.71	0.71	-0.73	0.75	-0.77
SSG	-0.72	-0.10	-0.32	-0.41	-0.42	-0.43	-0.43	-0.53	-0.48	-0.44	-0.52	-0.43	-0.50	-0.53	-0.46	-0.46	-0.55	-0.62	-0.57	-0.56	-0.77	-0.64	-0.67	-0.63	-0.66	-0.92	0.53	-0.62	-0.65	-0.68	0.62	-0.71	-0.74	-0.71	0.70	0.71	1.00	0.80	-0.79	0.84	-0.76
PSQ	-0.95	-0.16	-0.35	-0.46	-0.44	-0.43	-0.46	-0.54	-0.63	-0.45	-0.55	-0.47	-0.47	-0.46	-0.47	-0.50	-0.46	-0.55	-0.57	-0.56	-0.65	-0.60	-0.62	-0.58	-0.60	-0.71	0.71	-0.64	-0.66	-0.65	0.79	-0.68	-0.71	-0.70	0.93	0.71	0.80	1.00	-0.83	0.81	-0.75
CHAT	0.77	0.14	0.46	0.41	0.51	0.44	0.47	0.59	0.56	0.47	0.59	0.51	0.49	0.54	0.47	0.55	0.51	0.55	0.61	0.58	0.63	0.59	0.66	0.60	0.63	0.70	-0.62	0.67	0.64	0.71	-0.73	0.67	0.72	0.67	-0.75	-0.73	-0.79	-0.83	1.00	-0.79	0.80
SOXS	-0.76	-0.17	-0.38	-0.56	-0.40	-0.51	-0.40	-0.47	-0.51	-0.42	-0.51	-0.44	-0.48	-0.45	-0.54	-0.48	-0.54	-0.67	-0.69	-0.60	-0.63	-0.71	-0.73	-0.58	-0.74	-0.68	0.66	-0.63	-0.82	-0.68	0.68	-0.85	-0.75	-0.86	0.74	0.75	0.84	0.81	-0.79	1.00	-0.81
Portfolio	0.70	0.18	0.37	0.43	0.58	0.60	0.59	0.50	0.49	0.55	0.51	0.62	0.65	0.56	0.65	0.66	0.64	0.66	0.66	0.72	0.62	0.66	0.65	0.72	0.69	0.64	-0.65	0.73	0.70	0.73	-0.66	0.72	0.71	0.74	-0.69	-0.77	-0.76	-0.75	0.80	-0.81	1.00

The correlation results are calculated based on daily price changes starting from Feb 25, 2025

new ai 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