Donald Trump win - gpt4o: top 10
If Donald Trump were to win another term in office, potential stock gains would likely reflect his policies and priorities, such as lower corporate taxes, deregulation, a focus on energy independence (including oil and gas), defense spending, and traditional manufacturing. Based on his previous term, here are sectors and companies that could benefit:
1. Oil and Gas ExxonMobil (XOM): With Trump's energy policies favoring domestic oil production and deregulation, major oil companies like ExxonMobil could see gains.
Chevron Corporation (CVX): Another oil giant, Chevron could benefit from favorable energy policies and reduced regulations.
2. Defense and Aerospace Lockheed Martin (LMT): As defense spending and military budgets may increase, defense contractors like Lockheed Martin would likely see substantial benefits.
Northrop Grumman (NOC): A key player in defense and aerospace, Northrop could also gain from increased military spending.
3. Financials JPMorgan Chase & Co. (JPM): A Trump administration might pursue deregulation in the financial sector, which would likely benefit major banks like JPMorgan Chase.
Goldman Sachs (GS): Financial deregulation and pro-business policies could bolster investment banks like Goldman Sachs.
4. Industrials and Manufacturing Caterpillar Inc. (CAT): With Trump’s focus on rebuilding American infrastructure and promoting domestic manufacturing, companies like Caterpillar, which provide heavy machinery for construction, could benefit.
Deere & Company (DE): Known for its agricultural and construction machinery, Deere could gain from policies promoting U.S. infrastructure and agriculture.
5. Technology Amazon.com Inc. (AMZN): While Trump has had a complicated relationship with Amazon, the company would still likely benefit from pro-business tax policies and deregulation in tech and e-commerce.
Alphabet Inc. (GOOGL): Despite some tech regulation threats, Alphabet (Google's parent company) could benefit from policies that promote business growth and continued innovation in technology.
6. Pharmaceuticals Pfizer Inc. (PFE): Trump's previous administration favored deregulation in the pharmaceutical sector, and drug companies like Pfizer could benefit from policies encouraging innovation without heavy regulation.
These companies span sectors likely to benefit from policies such as tax cuts, deregulation, and a focus on American energy independence and military strength. However, market dynamics can be unpredictable, so it's essential to stay informed as policies evolve.
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. | 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% |
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.
The earliest data available for this chart is Aug 13, 2012, corresponding to the inception date of PFE
Returns By Period
As of Apr 26, 2025, the Donald Trump win - gpt4o: top 10 returned -5.97% Year-To-Date and 15.85% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -6.06% | -3.27% | -4.87% | 9.44% | 14.30% | 10.11% |
| Donald Trump win - gpt4o: top 10 | -5.97% | -4.07% | -2.03% | 9.15% | 15.23% | 15.85% |
| Portfolio components: | ||||||
XOM Exxon Mobil Corporation | 1.83% | -8.20% | -7.57% | -7.50% | 25.85% | 6.73% |
LMT Lockheed Martin Corporation | -0.98% | 7.29% | -13.89% | 5.46% | 7.46% | 12.43% |
NOC Northrop Grumman Corporation | 1.29% | -6.69% | -8.09% | -1.38% | 8.68% | 13.28% |
JPM JPMorgan Chase & Co. | 2.76% | -2.38% | 10.80% | 28.87% | 25.34% | 17.76% |
GS The Goldman Sachs Group, Inc. | -4.38% | -5.06% | 7.35% | 32.57% | 28.37% | 12.94% |
CAT Caterpillar Inc. | -14.79% | -9.71% | -19.91% | -7.85% | 24.44% | 16.54% |
DE Deere & Company | 8.78% | -4.70% | 13.42% | 18.29% | 28.85% | 20.02% |
AMZN Amazon.com, Inc. | -13.86% | -6.04% | 0.62% | 8.82% | 9.44% | 24.36% |
GOOGL Alphabet Inc. | -14.34% | -1.88% | -1.78% | 4.32% | 20.64% | 19.20% |
PFE Pfizer Inc. | -12.18% | -9.08% | -16.83% | -3.58% | -4.21% | 0.48% |
Monthly Returns
The table below presents the monthly returns of Donald Trump win - gpt4o: top 10, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.80% | -6.46% | -4.89% | -1.04% | -5.97% | ||||||||
| 2024 | -0.50% | 4.33% | 6.50% | -0.77% | 1.53% | 2.22% | 3.46% | 0.90% | 2.18% | -0.46% | 6.12% | -1.26% | 26.67% |
| 2023 | 0.94% | -2.55% | 1.10% | 0.26% | 0.50% | 5.86% | 3.91% | -0.43% | -4.22% | -0.58% | 5.57% | 5.13% | 16.00% |
| 2022 | -3.72% | 2.09% | 4.78% | -11.46% | 2.44% | -7.65% | 8.64% | -2.38% | -8.27% | 11.63% | 3.49% | -4.14% | -7.06% |
| 2021 | -0.55% | 6.39% | 4.74% | 6.96% | -0.04% | 0.96% | 0.32% | 4.32% | -5.36% | 3.82% | -0.23% | 1.72% | 24.83% |
| 2020 | 3.35% | -9.55% | -8.74% | 15.67% | 1.67% | 0.73% | 8.50% | 7.11% | -5.36% | -2.08% | 9.12% | 2.60% | 21.87% |
| 2019 | 10.06% | 1.36% | 0.14% | 6.67% | -5.31% | 7.06% | 1.86% | -1.93% | 2.26% | 1.13% | 2.35% | 1.84% | 30.08% |
| 2018 | 10.84% | -0.66% | -3.50% | -1.82% | 2.24% | -1.89% | 5.66% | 2.87% | 2.37% | -12.70% | 3.01% | -9.13% | -4.85% |
| 2017 | 0.90% | 5.23% | -1.01% | 2.62% | 3.02% | 0.53% | 2.41% | 0.79% | 3.68% | 4.99% | 4.37% | 1.75% | 33.30% |
| 2016 | -5.63% | -0.89% | 4.23% | 4.94% | 3.19% | 0.31% | 3.28% | 0.41% | 1.32% | 1.11% | 6.99% | 0.22% | 20.65% |
| 2015 | -2.24% | 7.33% | -1.32% | 1.09% | 2.29% | 0.11% | 7.23% | -5.46% | -2.55% | 11.21% | 1.72% | -0.91% | 18.68% |
| 2014 | -2.59% | 3.80% | -0.12% | -1.71% | 0.14% | 1.61% | -0.52% | 3.57% | -0.04% | 1.72% | 1.00% | 0.04% | 6.93% |
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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Donald Trump win - gpt4o: top 10 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.
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 | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
XOM Exxon Mobil Corporation | -0.31 | -0.26 | 0.97 | -0.38 | -0.89 |
LMT Lockheed Martin Corporation | 0.29 | 0.52 | 1.08 | 0.21 | 0.43 |
NOC Northrop Grumman Corporation | 0.06 | 0.24 | 1.04 | 0.07 | 0.16 |
JPM JPMorgan Chase & Co. | 1.04 | 1.56 | 1.23 | 1.22 | 4.27 |
GS The Goldman Sachs Group, Inc. | 0.93 | 1.47 | 1.21 | 1.01 | 3.64 |
CAT Caterpillar Inc. | -0.45 | -0.47 | 0.94 | -0.42 | -1.19 |
DE Deere & Company | 0.60 | 1.12 | 1.13 | 0.80 | 2.30 |
AMZN Amazon.com, Inc. | 0.16 | 0.46 | 1.06 | 0.17 | 0.49 |
GOOGL Alphabet Inc. | 0.09 | 0.36 | 1.04 | 0.09 | 0.22 |
PFE Pfizer Inc. | -0.31 | -0.28 | 0.97 | -0.13 | -0.60 |
Dividends
Dividend yield
Donald Trump win - gpt4o: top 10 provided a 2.33% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.33% | 2.14% | 2.18% | 1.85% | 2.02% | 2.51% | 2.09% | 2.18% | 1.73% | 2.01% | 2.31% | 2.01% |
| Portfolio components: | ||||||||||||
XOM Exxon Mobil Corporation | 3.57% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% |
LMT Lockheed Martin Corporation | 2.70% | 2.62% | 2.68% | 2.34% | 2.98% | 2.76% | 2.31% | 3.13% | 2.32% | 2.71% | 2.83% | 2.85% |
NOC Northrop Grumman Corporation | 1.74% | 1.72% | 1.57% | 1.24% | 1.59% | 1.86% | 1.50% | 1.92% | 1.27% | 1.50% | 1.64% | 1.84% |
JPM JPMorgan Chase & Co. | 2.07% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
GS The Goldman Sachs Group, Inc. | 2.16% | 2.01% | 2.72% | 2.62% | 1.70% | 1.90% | 1.80% | 1.89% | 1.14% | 1.09% | 1.41% | 1.16% |
CAT Caterpillar Inc. | 1.84% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
DE Deere & Company | 1.35% | 1.42% | 1.33% | 1.05% | 1.14% | 1.13% | 1.75% | 1.84% | 1.53% | 2.33% | 3.15% | 2.61% |
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. | 0.49% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFE Pfizer Inc. | 7.37% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.54% | 3.70% | 3.48% | 3.34% |
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.
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 29.23%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.
The current Donald Trump win - gpt4o: top 10 drawdown is 12.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.23% | Feb 13, 2020 | 27 | Mar 23, 2020 | 82 | Jul 20, 2020 | 109 |
| -24.81% | Oct 4, 2018 | 56 | Dec 24, 2018 | 134 | Jul 9, 2019 | 190 |
| -20.37% | Mar 28, 2022 | 130 | Sep 30, 2022 | 305 | Dec 18, 2023 | 435 |
| -20.17% | Jan 27, 2025 | 51 | Apr 8, 2025 | — | — | — |
| -12.91% | Dec 2, 2015 | 49 | Feb 11, 2016 | 47 | Apr 20, 2016 | 96 |
Volatility
Volatility Chart
The current Donald Trump win - gpt4o: top 10 volatility is 13.23%, 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.
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 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
| ^GSPC | PFE | NOC | AMZN | LMT | XOM | GOOGL | DE | CAT | JPM | GS | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.44 | 0.40 | 0.64 | 0.42 | 0.48 | 0.69 | 0.54 | 0.62 | 0.65 | 0.68 | 0.87 |
| PFE | 0.44 | 1.00 | 0.28 | 0.22 | 0.31 | 0.28 | 0.27 | 0.28 | 0.27 | 0.33 | 0.31 | 0.43 |
| NOC | 0.40 | 0.28 | 1.00 | 0.17 | 0.75 | 0.30 | 0.22 | 0.33 | 0.32 | 0.33 | 0.31 | 0.56 |
| AMZN | 0.64 | 0.22 | 0.17 | 1.00 | 0.18 | 0.20 | 0.65 | 0.24 | 0.31 | 0.32 | 0.37 | 0.69 |
| LMT | 0.42 | 0.31 | 0.75 | 0.18 | 1.00 | 0.33 | 0.23 | 0.34 | 0.33 | 0.35 | 0.32 | 0.56 |
| XOM | 0.48 | 0.28 | 0.30 | 0.20 | 0.33 | 1.00 | 0.25 | 0.45 | 0.54 | 0.48 | 0.46 | 0.49 |
| GOOGL | 0.69 | 0.27 | 0.22 | 0.65 | 0.23 | 0.25 | 1.00 | 0.28 | 0.34 | 0.37 | 0.41 | 0.69 |
| DE | 0.54 | 0.28 | 0.33 | 0.24 | 0.34 | 0.45 | 0.28 | 1.00 | 0.69 | 0.50 | 0.51 | 0.61 |
| CAT | 0.62 | 0.27 | 0.32 | 0.31 | 0.33 | 0.54 | 0.34 | 0.69 | 1.00 | 0.57 | 0.57 | 0.64 |
| JPM | 0.65 | 0.33 | 0.33 | 0.32 | 0.35 | 0.48 | 0.37 | 0.50 | 0.57 | 1.00 | 0.78 | 0.68 |
| GS | 0.68 | 0.31 | 0.31 | 0.37 | 0.32 | 0.46 | 0.41 | 0.51 | 0.57 | 0.78 | 1.00 | 0.69 |
| Portfolio | 0.87 | 0.43 | 0.56 | 0.69 | 0.56 | 0.49 | 0.69 | 0.61 | 0.64 | 0.68 | 0.69 | 1.00 |