Donald Trump win - gpt4o: top 10

Asset Allocation

Position	Category/Sector	Target Weight
AMZN Amazon.com, Inc	Consumer Cyclical	10%
CAT Caterpillar Inc.	Industrials	10%
DE Deere & Company	Industrials	10%
GOOGL Alphabet Inc Class A	Communication Services	10%
GS The Goldman Sachs Group, Inc.	Financial Services	10%
JPM JPMorgan Chase & Co.	Financial Services	10%
LMT Lockheed Martin Corporation	Industrials	10%
NOC Northrop Grumman Corporation	Industrials	10%
PFE Pfizer Inc.	Healthcare	10%
XOM Exxon Mobil Corporation	Energy	10%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Donald Trump win - gpt4o: top 10, 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 Aug 13, 2012, corresponding to the inception date of PFE

Returns By Period

As of Apr 2, 2026, the Donald Trump win - gpt4o: top 10 returned 13.32% Year-To-Date and 20.86% of annualized return in the last 10 years.

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-3.43%	-3.84%	-1.98%	16.08%	16.86%	10.37%	12.29%
Portfolio Donald Trump win - gpt4o: top 10	-0.11%	-1.18%	13.32%	20.26%	47.11%	26.08%	19.51%	20.86%
Portfolio components:
XOM Exxon Mobil Corporation	-0.06%	5.84%	34.42%	46.62%	40.06%	15.29%	27.66%	11.56%
LMT Lockheed Martin Corporation	0.83%	-6.74%	29.44%	26.33%	41.28%	11.53%	13.95%	13.73%
NOC Northrop Grumman Corporation	0.79%	-7.46%	23.59%	16.96%	39.36%	16.31%	18.77%	15.15%
JPM JPMorgan Chase & Co.	-0.26%	-1.89%	-8.16%	-3.31%	22.30%	34.44%	16.83%	20.51%
GS The Goldman Sachs Group, Inc.	0.33%	0.05%	-1.30%	11.87%	56.44%	41.69%	24.33%	20.98%
CAT Caterpillar Inc.	-1.79%	-0.69%	25.49%	46.96%	117.26%	48.52%	27.57%	28.19%
DE Deere & Company	0.88%	-6.75%	24.02%	25.46%	23.86%	13.09%	10.56%	24.46%
AMZN Amazon.com, Inc	-0.38%	0.50%	-9.12%	-5.68%	7.02%	27.00%	5.83%	21.61%
GOOGL Alphabet Inc Class A	-0.54%	-2.50%	-5.44%	20.55%	88.99%	41.91%	22.87%	22.80%
PFE Pfizer Inc.	-0.81%	6.55%	15.64%	8.20%	22.98%	-6.37%	0.03%	4.18%

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

Monthly Returns

Based on dividend-adjusted daily data since Aug 14, 2012, Donald Trump win - gpt4o: top 10's average daily return is +0.08%, while the average monthly return is +1.58%. At this rate, your investment would double in approximately 3.7 years.

Historically, 68% of months were positive and 32% were negative. The best month was Oct 2022 with a return of +15.6%, while the worst month was Mar 2020 at -11.3%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Donald Trump win - gpt4o: top 10 closed higher 55% of trading days. The best single day was Mar 13, 2020 with a return of +9.0%, while the worst single day was Mar 16, 2020 at -10.4%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	11.97%	2.79%	-2.62%	1.10%									13.32%
2025	5.51%	-4.04%	-3.14%	-1.96%	5.61%	5.90%	4.43%	2.00%	4.95%	3.93%	1.57%	1.16%	28.37%
2024	-0.60%	3.10%	7.38%	-1.21%	2.47%	0.64%	5.46%	1.35%	1.83%	-0.56%	5.38%	-2.99%	24.02%
2023	2.03%	-3.32%	0.34%	0.65%	-1.45%	5.55%	4.13%	-0.60%	-3.17%	-2.94%	5.08%	5.07%	11.29%
2022	-0.26%	1.11%	5.37%	-8.07%	4.70%	-8.47%	8.07%	-2.26%	-8.44%	15.61%	5.40%	-3.30%	6.68%
2021	0.80%	10.47%	5.57%	5.43%	1.84%	0.36%	0.16%	3.89%	-4.73%	4.30%	-0.32%	3.44%	35.04%

Benchmark Metrics

Donald Trump win - gpt4o: top 10 has an annualized alpha of 7.95%, beta of 0.92, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since August 14, 2012.

This portfolio captured 117.92% of S&P 500 Index gains but only 82.84% of its losses — a favorable profile for investors.
This portfolio generated an annualized alpha of 7.95% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
With beta of 0.92 and R² of 0.79, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha: 7.95%

Beta: 0.92

R²: 0.79

Upside Capture: 117.92%

Downside Capture: 82.84%

Expense Ratio

Donald Trump win - gpt4o: top 10 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

Donald Trump win - gpt4o: top 10 ranks 96 for risk / return — in the top 96% 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	2.73	0.88	+1.84
Sortino ratio Return per unit of downside risk	3.61	1.37	+2.25
Omega ratio Gain probability vs. loss probability	1.56	1.21	+0.35
Calmar ratio Return relative to maximum drawdown	4.24	1.39	+2.85
Martin ratio Return relative to average drawdown	21.10	6.43	+14.66
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
XOM Exxon Mobil Corporation	80	1.58	2.06	1.28	2.51	6.57
LMT Lockheed Martin Corporation	81	1.55	1.99	1.29	2.74	7.01
NOC Northrop Grumman Corporation	78	1.36	1.85	1.28	2.51	5.38
JPM JPMorgan Chase & Co.	67	0.89	1.28	1.18	1.51	4.05
GS The Goldman Sachs Group, Inc.	85	1.77	2.30	1.33	3.12	9.83
CAT Caterpillar Inc.	96	3.39	4.01	1.54	6.61	23.24
DE Deere & Company	64	0.80	1.42	1.17	1.30	2.65
AMZN Amazon.com, Inc	46	0.20	0.55	1.07	0.42	1.00
GOOGL Alphabet Inc Class A	94	2.91	3.87	1.48	4.37	16.63
PFE Pfizer Inc.	68	0.87	1.38	1.17	1.89	4.26

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.

Donald Trump win - gpt4o: top 10 Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

1-Year: 2.73
5-Year: 1.21
10-Year: 1.14
All Time: 1.12

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 1.01 to 1.70, 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 Donald Trump win - gpt4o: top 10 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

Donald Trump win - gpt4o: top 10 provided a 1.81% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.81%	2.06%	2.14%	2.18%	1.85%	2.02%	2.51%	2.09%	2.17%	1.73%	2.01%	2.31%
Portfolio components:
XOM Exxon Mobil Corporation	2.51%	3.32%	3.57%	3.68%	3.22%	5.70%	8.44%	4.92%	4.74%	3.66%	3.30%	3.69%
LMT Lockheed Martin Corporation	2.17%	2.76%	2.62%	2.68%	2.34%	2.98%	2.76%	2.31%	3.13%	2.32%	2.71%	2.83%
NOC Northrop Grumman Corporation	1.32%	1.58%	1.72%	1.57%	1.24%	1.59%	1.86%	1.50%	1.92%	1.27%	1.50%	1.64%
JPM JPMorgan Chase & Co.	1.97%	1.72%	1.92%	2.38%	2.98%	2.34%	2.83%	2.37%	2.54%	1.91%	2.13%	2.54%
GS The Goldman Sachs Group, Inc.	1.80%	1.59%	2.01%	2.72%	2.62%	1.70%	1.90%	1.80%	1.89%	1.14%	1.09%	1.41%
CAT Caterpillar Inc.	0.83%	1.02%	1.49%	1.69%	1.93%	2.07%	2.26%	2.56%	2.58%	1.97%	3.32%	4.33%
DE Deere & Company	1.13%	1.39%	1.42%	1.33%	1.05%	1.14%	1.13%	1.75%	1.84%	1.53%	2.33%	3.15%
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%
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%
PFE Pfizer Inc.	6.07%	6.91%	6.33%	5.70%	3.12%	2.64%	3.92%	3.68%	3.12%	3.53%	3.69%	3.47%

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 Donald Trump win - gpt4o: top 10. 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 Donald Trump win - gpt4o: top 10 was 33.51%, occurring on Mar 23, 2020. Recovery took 110 trading sessions.

The current Donald Trump win - gpt4o: top 10 drawdown is 2.53%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-33.51%	Jan 21, 2020	44	Mar 23, 2020	110	Aug 27, 2020	154
-22.76%	Oct 4, 2018	56	Dec 24, 2018	137	Jul 12, 2019	193
-18.08%	Jan 28, 2025	50	Apr 8, 2025	55	Jun 27, 2025	105
-16.95%	Mar 28, 2022	130	Sep 30, 2022	38	Nov 23, 2022	168
-12.11%	Dec 2, 2015	49	Feb 11, 2016	45	Apr 18, 2016	94

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

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

	Benchmark	PFE	AMZN	NOC	LMT	XOM	GOOGL	DE	CAT	JPM	GS	Portfolio
Benchmark	1.00	0.42	0.64	0.38	0.40	0.45	0.68	0.52	0.62	0.65	0.68	0.83
PFE	0.42	1.00	0.20	0.27	0.30	0.26	0.25	0.27	0.27	0.32	0.30	0.48
AMZN	0.64	0.20	1.00	0.15	0.16	0.18	0.64	0.23	0.30	0.32	0.36	0.54
NOC	0.38	0.27	0.15	1.00	0.75	0.28	0.19	0.32	0.31	0.31	0.28	0.54
LMT	0.40	0.30	0.16	0.75	1.00	0.31	0.21	0.33	0.32	0.32	0.30	0.55
XOM	0.45	0.26	0.18	0.28	0.31	1.00	0.23	0.43	0.51	0.45	0.43	0.59
GOOGL	0.68	0.25	0.64	0.19	0.21	0.23	1.00	0.27	0.34	0.37	0.41	0.60
DE	0.52	0.27	0.23	0.32	0.33	0.43	0.27	1.00	0.67	0.48	0.49	0.69
CAT	0.62	0.27	0.30	0.31	0.32	0.51	0.34	0.67	1.00	0.56	0.56	0.75
JPM	0.65	0.32	0.32	0.31	0.32	0.45	0.37	0.48	0.56	1.00	0.78	0.73
GS	0.68	0.30	0.36	0.28	0.30	0.43	0.41	0.49	0.56	0.78	1.00	0.74
Portfolio	0.83	0.48	0.54	0.54	0.55	0.59	0.60	0.69	0.75	0.73	0.74	1.00

The correlation results are calculated based on daily price changes starting from Aug 14, 2012

Donald Trump win - gpt4o: top 10

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