Equal sector 12.5SW

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

Equal sector 12.5SW

Last updated Apr 18, 2025

Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	2.50%
ABBV AbbVie Inc.	Healthcare	2.50%
AMZN Amazon.com, Inc.	Consumer Cyclical	2.50%
AVGO Broadcom Inc.	Technology	2.50%
BABA Alibaba Group Holding Limited	Consumer Cyclical	2.50%
BAESY BAE Systems PLC	Industrials	2.50%
BRK-B Berkshire Hathaway Inc.	Financial Services	2.50%
CB Chubb Limited	Financial Services	2.50%
COP ConocoPhillips Company	Energy	2.50%
COST Costco Wholesale Corporation	Consumer Defensive	2.50%
CVX Chevron Corporation	Energy	2.50%
GAW.L Games Workshop Group plc	Consumer Cyclical	2.50%
GE General Electric Company	Industrials	2.50%
GOLD Barrick Gold Corporation	Basic Materials	2.50%
GOOGL Alphabet Inc.	Communication Services	2.50%
HSBC HSBC Holdings plc	Financial Services	2.50%
JPM JPMorgan Chase & Co.	Financial Services	2.50%
KO The Coca-Cola Company	Consumer Defensive	2.50%
LLY Eli Lilly and Company	Healthcare	2.50%
MA		2.50%
META		2.50%
MMM		2.50%
MSFT		2.50%
MSTR		2.50%
NFLX		2.50%
NKE		2.50%
NVDA		2.50%
NVO		2.50%
PM		2.50%
RIO		2.50%
RNMBY		2.50%
SGLN.L		2.50%
SHELL.AS		2.50%
TMUS		2.50%
TSLA		2.50%
UNH		2.50%
V		2.50%
WMT		2.50%
XOM		2.50%
ZURVY		2.50%

Benchmark

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Equal sector 12.5SW , 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.

Equal sector 12.5SW

Benchmark (^GSPC)

Portfolio components

The earliest data available for this chart is Sep 19, 2014, corresponding to the inception date of BABA

Returns By Period

As of Apr 18, 2025, the Equal sector 12.5SW returned 5.44% Year-To-Date and 22.50% of annualized return in the last 10 years.

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	-10.18%	-5.91%	-9.57%	5.19%	12.98%	9.68%
Equal sector 12.5SW	5.44%	-4.78%	8.31%	28.95%	29.22%	22.50%
Portfolio components:
AAPL Apple Inc	-21.25%	-7.39%	-14.96%	17.80%	22.81%	20.76%
AVGO Broadcom Inc.	-26.02%	-9.10%	-5.27%	34.94%	47.34%	32.56%
MSFT	-12.57%	-4.10%	-11.39%	-10.02%	16.10%	25.10%
NVDA	-24.42%	-12.08%	-25.87%	20.80%	67.11%	66.91%
ABBV AbbVie Inc.	-0.82%	-18.36%	-6.54%	9.15%	19.96%	14.84%
LLY Eli Lilly and Company	8.99%	2.12%	-8.10%	12.61%	40.27%	29.33%
NVO	-31.39%	-27.12%	-50.08%	-52.43%	14.45%	9.71%
UNH	-9.85%	-9.86%	-19.12%	-3.68%	10.66%	15.71%
AMZN Amazon.com, Inc.	-21.32%	-10.48%	-7.96%	-4.78%	7.56%	23.72%
BABA Alibaba Group Holding Limited	28.40%	-23.73%	8.79%	59.54%	-11.60%	3.00%
TSLA	-40.23%	7.13%	9.27%	55.27%	35.77%	32.31%
NKE	-25.94%	-23.94%	-32.46%	-40.10%	-7.82%	2.23%
GAW.L Games Workshop Group plc	18.54%	4.85%	28.43%	62.48%	29.36%	44.14%
BAESY BAE Systems PLC	63.52%	7.23%	37.66%	46.60%	31.14%	15.85%
RNMBY	164.32%	5.13%	218.97%	198.89%	92.70%	43.52%
MMM	1.37%	-13.72%	-3.05%	46.41%	5.19%	2.78%
GE General Electric Company	9.20%	-9.46%	-5.29%	17.56%	39.19%	4.83%
BRK-B Berkshire Hathaway Inc.	14.32%	-0.94%	11.24%	30.29%	21.45%	13.45%
CB Chubb Limited	3.69%	-3.41%	-4.79%	18.82%	20.63%	11.75%
JPM JPMorgan Chase & Co.	-2.13%	-0.67%	4.53%	31.80%	22.23%	16.60%
ZURVY	15.36%	-0.87%	12.74%	40.28%	21.25%	13.49%
HSBC HSBC Holdings plc	9.45%	-10.53%	23.31%	40.01%	20.51%	6.87%
V	4.47%	-1.54%	13.92%	21.78%	14.63%	18.01%
MA	-1.45%	-2.27%	1.01%	13.09%	14.98%	19.66%
COST Costco Wholesale Corporation	8.66%	10.74%	12.61%	39.82%	26.94%	22.66%
PM	36.81%	7.03%	38.57%	88.27%	21.54%	11.98%
WMT	3.46%	9.21%	15.82%	58.05%	17.40%	15.44%
KO The Coca-Cola Company	18.12%	5.22%	6.00%	28.50%	11.78%	9.20%
GOOGL Alphabet Inc.	-20.06%	-5.92%	-7.01%	-2.31%	18.36%	18.26%
META	-14.28%	-13.89%	-12.93%	1.85%	22.32%	19.22%
NFLX	9.17%	4.63%	41.50%	58.55%	17.63%	27.44%
TMUS	19.11%	0.50%	18.88%	65.99%	23.47%	22.80%
XOM	0.28%	-5.91%	-9.63%	-6.83%	24.96%	6.45%
CVX Chevron Corporation	-3.76%	-14.27%	-6.86%	-8.03%	14.17%	6.56%
COP ConocoPhillips Company	-9.55%	-11.49%	-14.90%	-28.90%	24.06%	5.75%
SHELL.AS	5.41%	-7.85%	-0.94%	-5.40%	17.46%	5.54%
SGLN.L	26.60%	8.63%	22.42%	38.21%	13.73%	10.24%
GOLD Barrick Gold Corporation	30.86%	4.35%	0.30%	23.48%	-1.14%	6.49%
MSTR	9.52%	12.01%	64.00%	166.99%	87.36%	32.95%
RIO	2.52%	-9.31%	-7.37%	-7.10%	12.62%	11.06%

*Annualized

Monthly Returns

The table below presents the monthly returns of Equal sector 12.5SW , 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	6.01%	4.30%	-0.66%	-4.01%									5.44%
2024	1.02%	7.70%	7.24%	-1.10%	5.40%	1.21%	3.27%	3.85%	2.26%	0.43%	6.68%	-3.31%	39.85%
2023	10.72%	-1.64%	6.04%	2.53%	-0.33%	6.46%	4.95%	-1.15%	-2.87%	0.74%	6.84%	4.54%	42.47%
2022	-1.65%	2.04%	6.43%	-7.86%	0.33%	-7.45%	7.74%	-4.50%	-8.13%	8.29%	7.85%	-2.63%	-1.77%
2021	0.61%	4.38%	1.28%	4.61%	1.81%	2.39%	1.43%	1.76%	-3.87%	7.65%	-2.35%	3.57%	25.30%
2020	1.31%	-5.70%	-10.50%	11.20%	5.06%	3.29%	4.57%	9.32%	-4.23%	-2.75%	16.54%	5.43%	34.96%
2019	7.78%	2.77%	2.45%	2.95%	-6.39%	7.83%	0.23%	-1.66%	2.08%	3.94%	4.01%	4.73%	34.34%
2018	7.57%	-4.11%	-2.62%	2.01%	2.74%	0.93%	1.70%	2.13%	0.81%	-6.50%	1.07%	-5.58%	-0.74%
2017	4.69%	2.55%	2.25%	2.17%	3.65%	1.16%	3.33%	1.54%	2.65%	3.34%	1.65%	1.85%	35.51%
2016	-4.34%	0.52%	6.92%	2.49%	1.12%	0.49%	3.68%	0.48%	0.63%	0.43%	1.69%	4.03%	19.23%
2015	-0.71%	6.01%	-3.06%	4.72%	2.02%	-2.19%	2.77%	-4.06%	-1.66%	7.65%	1.64%	-0.49%	12.55%
2014									-2.19%	1.18%	2.73%	-1.90%	-0.27%

Expense Ratio

Equal sector 12.5SW 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.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 95, Equal sector 12.5SW is among the top 5% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

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

Portfolio: 1.59

^GSPC: 0.24

Sortino ratio

Portfolio: 2.21

^GSPC: 0.47

Omega ratio

Portfolio: 1.34

^GSPC: 1.07

Calmar ratio

Portfolio: 2.19

^GSPC: 0.24

Martin ratio

Portfolio: 12.00

^GSPC: 1.08

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AAPL Apple Inc	0.52	0.95	1.14	0.51	2.02
AVGO Broadcom Inc.	0.46	1.13	1.15	0.70	2.08
MSFT	-0.36	-0.36	0.95	-0.37	-0.86
NVDA	0.27	0.78	1.10	0.43	1.17
ABBV AbbVie Inc.	0.47	0.76	1.12	0.62	1.55
LLY Eli Lilly and Company	0.43	0.87	1.11	0.62	1.26
NVO	-1.29	-2.01	0.74	-0.89	-1.83
UNH	-0.19	0.00	1.00	-0.26	-0.62
AMZN Amazon.com, Inc.	-0.12	0.06	1.01	-0.13	-0.39
BABA Alibaba Group Holding Limited	0.99	1.61	1.20	0.59	2.81
TSLA	0.60	1.39	1.17	0.74	1.99
NKE	-1.00	-1.30	0.79	-0.58	-1.92
GAW.L Games Workshop Group plc	2.05	3.17	1.39	3.03	15.23
BAESY BAE Systems PLC	1.20	2.05	1.27	2.06	4.55
RNMBY	4.30	4.45	1.66	10.76	26.38
MMM	1.30	2.41	1.33	0.99	9.02
GE General Electric Company	0.38	0.72	1.11	0.60	1.87
BRK-B Berkshire Hathaway Inc.	1.56	2.19	1.32	3.28	8.41
CB Chubb Limited	0.87	1.27	1.18	1.25	3.05
JPM JPMorgan Chase & Co.	0.80	1.27	1.19	0.93	3.40
ZURVY	2.35	2.85	1.47	3.79	14.31
HSBC HSBC Holdings plc	1.39	1.77	1.28	1.54	7.66
V	0.98	1.42	1.21	1.40	4.96
MA	0.61	0.95	1.14	0.75	3.32
COST Costco Wholesale Corporation	1.71	2.30	1.31	2.13	6.60
PM	3.27	4.48	1.70	7.24	21.88
WMT	2.30	3.14	1.44	2.59	9.04
KO The Coca-Cola Company	1.34	1.95	1.25	1.40	3.05
GOOGL Alphabet Inc.	-0.39	-0.37	0.95	-0.39	-0.95
META	0.39	0.79	1.10	0.42	1.48
NFLX	2.31	3.09	1.41	3.60	12.49
TMUS	2.68	3.24	1.50	4.30	13.02
XOM	-0.27	-0.21	0.97	-0.33	-0.79
CVX Chevron Corporation	-0.54	-0.57	0.92	-0.62	-1.73
COP ConocoPhillips Company	-0.94	-1.24	0.83	-0.82	-1.65
SHELL.AS	-0.33	-0.29	0.96	-0.34	-0.88
SGLN.L	2.65	3.44	1.46	5.30	14.30
GOLD Barrick Gold Corporation	0.61	1.06	1.13	0.48	1.61
MSTR	1.44	2.30	1.27	2.96	6.21
RIO	-0.38	-0.38	0.95	-0.38	-0.76

The current Equal sector 12.5SW Sharpe ratio is 1.59. 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 is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.

Use the chart below to compare the Sharpe ratio of Equal sector 12.5SW 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.

Equal sector 12.5SW

Benchmark (^GSPC)

Portfolio components

Dividends

Dividend yield

Equal sector 12.5SW provided a 1.72% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	1.72%	1.84%	1.98%	2.01%	2.08%	2.13%	2.14%	2.35%	2.05%	2.18%	2.49%	2.15%
Portfolio components:
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%
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%
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%
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%
ABBV AbbVie Inc.	3.69%	3.49%	3.82%	3.49%	3.84%	4.41%	4.83%	3.89%	2.65%	3.64%	3.41%	2.54%
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%
NVO	2.78%	1.68%	1.00%	1.20%	1.34%	1.86%	2.14%	2.47%	2.12%	3.93%	1.31%	1.96%
UNH	1.85%	1.62%	1.38%	1.21%	1.12%	1.38%	1.41%	1.38%	1.30%	1.48%	1.59%	1.39%
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%
BABA Alibaba Group Holding Limited	0.61%	0.78%	1.29%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
TSLA	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
NKE	2.76%	2.00%	1.28%	1.07%	0.68%	0.71%	0.89%	1.11%	1.18%	1.30%	0.93%	1.04%
GAW.L Games Workshop Group plc	3.58%	3.08%	4.51%	3.50%	1.96%	1.65%	2.62%	4.28%	5.32%	6.31%	6.15%	6.92%
BAESY BAE Systems PLC	1.70%	2.77%	2.45%	3.16%	4.45%	7.23%	3.75%	5.11%	3.49%	3.94%	4.36%	4.62%
RNMBY	0.36%	0.96%	1.48%	1.83%	2.56%	2.43%	2.04%	2.37%	1.21%	1.99%	0.49%	1.25%
MMM	2.17%	2.60%	5.49%	4.97%	3.33%	3.36%	3.26%	2.86%	2.00%	2.49%	2.72%	2.08%
GE General Electric Company	0.66%	0.67%	0.25%	0.38%	0.34%	0.37%	0.36%	4.89%	4.81%	2.94%	2.95%	3.52%
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%
CB Chubb Limited	1.27%	1.30%	1.51%	1.49%	1.65%	2.01%	1.91%	2.24%	1.93%	2.07%	2.28%	2.79%
JPM JPMorgan Chase & Co.	2.18%	1.92%	2.38%	2.98%	2.34%	2.83%	2.37%	2.54%	1.91%	2.13%	2.54%	2.49%
ZURVY	0.00%	4.95%	4.98%	4.98%	4.90%	4.83%	4.61%	6.36%	5.59%	6.21%	6.97%	6.23%
HSBC HSBC Holdings plc	6.29%	6.17%	6.54%	4.33%	3.65%	0.00%	6.51%	6.20%	4.94%	6.35%	6.33%	5.19%
V	0.67%	0.68%	0.72%	0.76%	0.62%	0.56%	0.56%	0.67%	0.61%	0.75%	0.64%	0.64%
MA	0.55%	0.50%	0.53%	0.56%	0.49%	0.45%	0.44%	0.53%	0.58%	0.74%	0.66%	0.51%
COST Costco Wholesale Corporation	0.47%	0.49%	2.87%	0.76%	0.54%	3.38%	0.86%	1.08%	4.81%	1.09%	4.06%	0.97%
PM	3.28%	4.40%	5.46%	4.98%	5.16%	5.73%	5.43%	6.73%	3.99%	4.50%	4.60%	4.76%
WMT	0.92%	0.92%	1.45%	1.58%	1.52%	1.50%	1.78%	2.23%	2.07%	2.89%	3.20%	2.24%
KO The Coca-Cola Company	2.69%	3.12%	3.12%	2.77%	2.84%	2.99%	2.89%	3.29%	3.23%	3.38%	3.07%	2.89%
GOOGL Alphabet Inc.	0.53%	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%
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%
TMUS	1.17%	1.28%	0.41%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
XOM	3.63%	3.57%	3.68%	3.22%	5.70%	8.44%	4.92%	4.74%	3.66%	3.30%	3.69%	2.92%
CVX Chevron Corporation	4.79%	4.50%	4.05%	3.16%	4.52%	6.11%	3.95%	4.12%	3.45%	3.64%	4.76%	3.75%
COP ConocoPhillips Company	3.06%	2.54%	3.37%	4.20%	2.70%	4.23%	2.05%	1.86%	1.93%	1.99%	6.30%	4.11%
SHELL.AS	4.49%	4.21%	3.86%	3.56%	3.61%	5.72%	6.43%	6.24%	5.96%	6.55%	8.08%	5.12%
SGLN.L	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
GOLD Barrick Gold Corporation	1.98%	2.58%	2.21%	3.78%	4.11%	1.36%	0.70%	1.40%	0.83%	0.50%	1.90%	1.86%
MSTR	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
RIO	6.91%	7.40%	5.40%	10.48%	14.39%	5.13%	10.70%	6.32%	4.45%	3.96%	7.79%	4.46%

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.

Equal sector 12.5SW

Benchmark (^GSPC)

Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Equal sector 12.5SW . 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 Equal sector 12.5SW was 32.09%, occurring on Mar 23, 2020. Recovery took 81 trading sessions.

The current Equal sector 12.5SW drawdown is 5.58%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-32.09%	Feb 20, 2020	23	Mar 23, 2020	81	Jul 15, 2020	104
-20.48%	Apr 5, 2022	136	Oct 12, 2022	75	Jan 26, 2023	211
-16.75%	Oct 2, 2018	60	Dec 24, 2018	58	Mar 18, 2019	118
-12.27%	Mar 26, 2025	10	Apr 8, 2025	—	—	—
-11.75%	Dec 7, 2015	47	Feb 11, 2016	26	Mar 18, 2016	73

Volatility

Volatility Chart

The current Equal sector 12.5SW volatility is 11.92%, 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.

Equal sector 12.5SW

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.

	SGLN.L	GOLD	GAW.L	BAESY	RNMBY	NVO	LLY	SHELL.AS	WMT	TSLA	ABBV	PM	UNH	BABA	MSTR	TMUS	KO	NFLX	COP	GE	COST	CB	XOM	RIO	ZURVY	CVX	NVDA	NKE	META	HSBC	AMZN	AVGO	MMM	AAPL	GOOGL	JPM	MSFT	V	MA	BRK-B
SGLN.L	1.00	0.55	0.08	0.05	0.03	0.07	0.02	0.11	0.02	0.02	-0.02	0.10	0.00	0.04	0.06	0.02	0.09	0.04	0.05	-0.02	0.02	-0.03	0.06	0.19	0.09	0.08	0.02	-0.01	0.04	-0.01	0.02	0.02	0.03	0.02	0.04	-0.08	0.03	0.01	0.01	-0.02
GOLD	0.55	1.00	0.08	0.07	0.08	0.13	0.06	0.17	0.10	0.08	0.04	0.14	0.05	0.10	0.08	0.10	0.13	0.08	0.12	0.04	0.08	0.03	0.14	0.28	0.14	0.17	0.09	0.05	0.11	0.07	0.11	0.10	0.08	0.09	0.11	-0.01	0.09	0.08	0.09	0.04
GAW.L	0.08	0.08	1.00	0.20	0.18	0.18	0.07	0.17	0.10	0.13	0.10	0.10	0.09	0.16	0.15	0.12	0.11	0.15	0.08	0.12	0.12	0.08	0.08	0.20	0.23	0.09	0.15	0.18	0.16	0.19	0.15	0.18	0.16	0.16	0.15	0.14	0.18	0.15	0.19	0.16
BAESY	0.05	0.07	0.20	1.00	0.45	0.16	0.10	0.34	0.10	0.08	0.14	0.16	0.14	0.14	0.11	0.12	0.15	0.07	0.19	0.21	0.12	0.20	0.20	0.22	0.31	0.20	0.10	0.14	0.10	0.32	0.09	0.14	0.18	0.11	0.12	0.21	0.12	0.20	0.20	0.23
RNMBY	0.03	0.08	0.18	0.45	1.00	0.16	0.09	0.31	0.08	0.12	0.13	0.14	0.11	0.18	0.15	0.12	0.13	0.12	0.22	0.24	0.10	0.18	0.20	0.26	0.29	0.22	0.16	0.17	0.15	0.29	0.13	0.19	0.22	0.12	0.15	0.24	0.14	0.24	0.25	0.23
NVO	0.07	0.13	0.18	0.16	0.16	1.00	0.43	0.11	0.21	0.17	0.31	0.17	0.25	0.20	0.20	0.24	0.21	0.23	0.11	0.16	0.25	0.19	0.11	0.19	0.24	0.13	0.26	0.24	0.29	0.19	0.26	0.27	0.21	0.25	0.30	0.19	0.34	0.31	0.30	0.23
LLY	0.02	0.06	0.07	0.10	0.09	0.43	1.00	0.08	0.26	0.13	0.42	0.24	0.33	0.13	0.17	0.26	0.27	0.22	0.16	0.21	0.30	0.27	0.18	0.16	0.21	0.19	0.23	0.20	0.27	0.17	0.25	0.25	0.25	0.26	0.27	0.24	0.32	0.29	0.29	0.30
SHELL.AS	0.11	0.17	0.17	0.34	0.31	0.11	0.08	1.00	0.08	0.12	0.16	0.21	0.14	0.20	0.16	0.12	0.17	0.09	0.53	0.30	0.08	0.23	0.53	0.44	0.37	0.54	0.12	0.16	0.09	0.43	0.10	0.16	0.26	0.14	0.14	0.33	0.13	0.21	0.22	0.30
WMT	0.02	0.10	0.10	0.10	0.08	0.21	0.26	0.08	1.00	0.18	0.24	0.29	0.28	0.14	0.19	0.27	0.37	0.21	0.14	0.22	0.57	0.30	0.19	0.18	0.20	0.19	0.21	0.28	0.22	0.18	0.27	0.22	0.31	0.27	0.27	0.25	0.31	0.29	0.29	0.37
TSLA	0.02	0.08	0.13	0.08	0.12	0.17	0.13	0.12	0.18	1.00	0.14	0.12	0.15	0.30	0.37	0.21	0.13	0.38	0.15	0.23	0.28	0.11	0.13	0.24	0.19	0.15	0.41	0.30	0.36	0.21	0.41	0.40	0.20	0.41	0.38	0.25	0.40	0.30	0.32	0.23
ABBV	-0.02	0.04	0.10	0.14	0.13	0.31	0.42	0.16	0.24	0.14	1.00	0.31	0.37	0.19	0.15	0.27	0.32	0.18	0.22	0.21	0.24	0.33	0.28	0.20	0.25	0.27	0.20	0.26	0.21	0.24	0.20	0.23	0.33	0.24	0.27	0.32	0.28	0.33	0.34	0.37
PM	0.10	0.14	0.10	0.16	0.14	0.17	0.24	0.21	0.29	0.12	0.31	1.00	0.29	0.16	0.16	0.26	0.53	0.14	0.23	0.26	0.27	0.36	0.30	0.25	0.33	0.29	0.13	0.27	0.18	0.28	0.15	0.19	0.40	0.24	0.23	0.32	0.23	0.31	0.30	0.40
UNH	0.00	0.05	0.09	0.14	0.11	0.25	0.33	0.14	0.28	0.15	0.37	0.29	1.00	0.16	0.18	0.29	0.33	0.21	0.23	0.22	0.30	0.36	0.26	0.20	0.27	0.28	0.22	0.28	0.22	0.24	0.23	0.25	0.33	0.30	0.30	0.35	0.32	0.37	0.36	0.42
BABA	0.04	0.10	0.16	0.14	0.18	0.20	0.13	0.20	0.14	0.30	0.19	0.16	0.16	1.00	0.30	0.24	0.14	0.37	0.19	0.21	0.20	0.17	0.22	0.38	0.25	0.23	0.38	0.33	0.40	0.33	0.41	0.35	0.27	0.37	0.40	0.27	0.37	0.36	0.38	0.28
MSTR	0.06	0.08	0.15	0.11	0.15	0.20	0.17	0.16	0.19	0.37	0.15	0.16	0.18	0.30	1.00	0.25	0.14	0.33	0.22	0.30	0.29	0.21	0.20	0.25	0.25	0.20	0.40	0.33	0.36	0.27	0.38	0.36	0.29	0.35	0.39	0.33	0.40	0.34	0.34	0.31
TMUS	0.02	0.10	0.12	0.12	0.12	0.24	0.26	0.12	0.27	0.21	0.27	0.26	0.29	0.24	0.25	1.00	0.31	0.29	0.19	0.22	0.32	0.31	0.20	0.24	0.29	0.22	0.31	0.29	0.30	0.24	0.34	0.30	0.27	0.32	0.34	0.29	0.37	0.39	0.38	0.36
KO	0.09	0.13	0.11	0.15	0.13	0.21	0.27	0.17	0.37	0.13	0.32	0.53	0.33	0.14	0.14	0.31	1.00	0.11	0.21	0.25	0.37	0.46	0.28	0.23	0.33	0.28	0.12	0.33	0.18	0.26	0.18	0.20	0.40	0.27	0.27	0.32	0.31	0.39	0.40	0.47
NFLX	0.04	0.08	0.15	0.07	0.12	0.23	0.22	0.09	0.21	0.38	0.18	0.14	0.21	0.37	0.33	0.29	0.11	1.00	0.14	0.21	0.33	0.14	0.13	0.24	0.20	0.14	0.47	0.32	0.51	0.22	0.54	0.40	0.24	0.44	0.48	0.25	0.50	0.39	0.40	0.26
COP	0.05	0.12	0.08	0.19	0.22	0.11	0.16	0.53	0.14	0.15	0.22	0.23	0.23	0.19	0.22	0.19	0.21	0.14	1.00	0.39	0.14	0.33	0.76	0.43	0.33	0.78	0.19	0.23	0.17	0.38	0.16	0.24	0.34	0.23	0.23	0.45	0.22	0.29	0.30	0.43
GE	-0.02	0.04	0.12	0.21	0.24	0.16	0.21	0.30	0.22	0.23	0.21	0.26	0.22	0.21	0.30	0.22	0.25	0.21	0.39	1.00	0.26	0.39	0.40	0.32	0.33	0.40	0.30	0.32	0.29	0.41	0.25	0.34	0.46	0.29	0.29	0.51	0.28	0.34	0.35	0.48
COST	0.02	0.08	0.12	0.12	0.10	0.25	0.30	0.08	0.57	0.28	0.24	0.27	0.30	0.20	0.29	0.32	0.37	0.33	0.14	0.26	1.00	0.30	0.19	0.19	0.25	0.21	0.37	0.39	0.36	0.21	0.41	0.37	0.34	0.43	0.41	0.29	0.47	0.41	0.41	0.40
CB	-0.03	0.03	0.08	0.20	0.18	0.19	0.27	0.23	0.30	0.11	0.33	0.36	0.36	0.17	0.21	0.31	0.46	0.14	0.33	0.39	0.30	1.00	0.38	0.27	0.41	0.39	0.16	0.34	0.18	0.38	0.17	0.23	0.44	0.24	0.25	0.55	0.29	0.43	0.41	0.63
XOM	0.06	0.14	0.08	0.20	0.20	0.11	0.18	0.53	0.19	0.13	0.28	0.30	0.26	0.22	0.20	0.20	0.28	0.13	0.76	0.40	0.19	0.38	1.00	0.45	0.34	0.83	0.18	0.28	0.17	0.38	0.17	0.24	0.39	0.25	0.24	0.48	0.21	0.32	0.33	0.49
RIO	0.19	0.28	0.20	0.22	0.26	0.19	0.16	0.44	0.18	0.24	0.20	0.25	0.20	0.38	0.25	0.24	0.23	0.24	0.43	0.32	0.19	0.27	0.45	1.00	0.40	0.47	0.29	0.30	0.26	0.49	0.26	0.31	0.36	0.31	0.30	0.41	0.31	0.32	0.33	0.41
ZURVY	0.09	0.14	0.23	0.31	0.29	0.24	0.21	0.37	0.20	0.19	0.25	0.33	0.27	0.25	0.25	0.29	0.33	0.20	0.33	0.33	0.25	0.41	0.34	0.40	1.00	0.36	0.24	0.30	0.24	0.49	0.23	0.30	0.38	0.28	0.28	0.43	0.30	0.37	0.37	0.45
CVX	0.08	0.17	0.09	0.20	0.22	0.13	0.19	0.54	0.19	0.15	0.27	0.29	0.28	0.23	0.20	0.22	0.28	0.14	0.78	0.40	0.21	0.39	0.83	0.47	0.36	1.00	0.21	0.26	0.18	0.40	0.18	0.27	0.39	0.25	0.25	0.49	0.25	0.34	0.34	0.48
NVDA	0.02	0.09	0.15	0.10	0.16	0.26	0.23	0.12	0.21	0.41	0.20	0.13	0.22	0.38	0.40	0.31	0.12	0.47	0.19	0.30	0.37	0.16	0.18	0.29	0.24	0.21	1.00	0.35	0.51	0.27	0.54	0.62	0.30	0.51	0.52	0.32	0.59	0.42	0.45	0.31
NKE	-0.01	0.05	0.18	0.14	0.17	0.24	0.20	0.16	0.28	0.30	0.26	0.27	0.28	0.33	0.33	0.29	0.33	0.32	0.23	0.32	0.39	0.34	0.28	0.30	0.30	0.26	0.35	1.00	0.35	0.30	0.39	0.37	0.41	0.41	0.41	0.40	0.43	0.46	0.47	0.43
META	0.04	0.11	0.16	0.10	0.15	0.29	0.27	0.09	0.22	0.36	0.21	0.18	0.22	0.40	0.36	0.30	0.18	0.51	0.17	0.29	0.36	0.18	0.17	0.26	0.24	0.18	0.51	0.35	1.00	0.29	0.61	0.48	0.30	0.51	0.65	0.31	0.58	0.47	0.47	0.31
HSBC	-0.01	0.07	0.19	0.32	0.29	0.19	0.17	0.43	0.18	0.21	0.24	0.28	0.24	0.33	0.27	0.24	0.26	0.22	0.38	0.41	0.21	0.38	0.38	0.49	0.49	0.40	0.27	0.30	0.29	1.00	0.26	0.32	0.41	0.29	0.29	0.57	0.31	0.38	0.38	0.51
AMZN	0.02	0.11	0.15	0.09	0.13	0.26	0.25	0.10	0.27	0.41	0.20	0.15	0.23	0.41	0.38	0.34	0.18	0.54	0.16	0.25	0.41	0.17	0.17	0.26	0.23	0.18	0.54	0.39	0.61	0.26	1.00	0.48	0.31	0.56	0.67	0.31	0.66	0.47	0.49	0.32
AVGO	0.02	0.10	0.18	0.14	0.19	0.27	0.25	0.16	0.22	0.40	0.23	0.19	0.25	0.35	0.36	0.30	0.20	0.40	0.24	0.34	0.37	0.23	0.24	0.31	0.30	0.27	0.62	0.37	0.48	0.32	0.48	1.00	0.38	0.55	0.48	0.38	0.55	0.43	0.45	0.37
MMM	0.03	0.08	0.16	0.18	0.22	0.21	0.25	0.26	0.31	0.20	0.33	0.40	0.33	0.27	0.29	0.27	0.40	0.24	0.34	0.46	0.34	0.44	0.39	0.36	0.38	0.39	0.30	0.41	0.30	0.41	0.31	0.38	1.00	0.36	0.36	0.53	0.38	0.44	0.44	0.56
AAPL	0.02	0.09	0.16	0.11	0.12	0.25	0.26	0.14	0.27	0.41	0.24	0.24	0.30	0.37	0.35	0.32	0.27	0.44	0.23	0.29	0.43	0.24	0.25	0.31	0.28	0.25	0.51	0.41	0.51	0.29	0.56	0.55	0.36	1.00	0.58	0.36	0.63	0.48	0.49	0.41
GOOGL	0.04	0.11	0.15	0.12	0.15	0.30	0.27	0.14	0.27	0.38	0.27	0.23	0.30	0.40	0.39	0.34	0.27	0.48	0.23	0.29	0.41	0.25	0.24	0.30	0.28	0.25	0.52	0.41	0.65	0.29	0.67	0.48	0.36	0.58	1.00	0.36	0.69	0.53	0.53	0.40
JPM	-0.08	-0.01	0.14	0.21	0.24	0.19	0.24	0.33	0.25	0.25	0.32	0.32	0.35	0.27	0.33	0.29	0.32	0.25	0.45	0.51	0.29	0.55	0.48	0.41	0.43	0.49	0.32	0.40	0.31	0.57	0.31	0.38	0.53	0.36	0.36	1.00	0.37	0.48	0.49	0.72
MSFT	0.03	0.09	0.18	0.12	0.14	0.34	0.32	0.13	0.31	0.40	0.28	0.23	0.32	0.37	0.40	0.37	0.31	0.50	0.22	0.28	0.47	0.29	0.21	0.31	0.30	0.25	0.59	0.43	0.58	0.31	0.66	0.55	0.38	0.63	0.69	0.37	1.00	0.57	0.59	0.43
V	0.01	0.08	0.15	0.20	0.24	0.31	0.29	0.21	0.29	0.30	0.33	0.31	0.37	0.36	0.34	0.39	0.39	0.39	0.29	0.34	0.41	0.43	0.32	0.32	0.37	0.34	0.42	0.46	0.47	0.38	0.47	0.43	0.44	0.48	0.53	0.48	0.57	1.00	0.86	0.53
MA	0.01	0.09	0.19	0.20	0.25	0.30	0.29	0.22	0.29	0.32	0.34	0.30	0.36	0.38	0.34	0.38	0.40	0.40	0.30	0.35	0.41	0.41	0.33	0.33	0.37	0.34	0.45	0.47	0.47	0.38	0.49	0.45	0.44	0.49	0.53	0.49	0.59	0.86	1.00	0.55
BRK-B	-0.02	0.04	0.16	0.23	0.23	0.23	0.30	0.30	0.37	0.23	0.37	0.40	0.42	0.28	0.31	0.36	0.47	0.26	0.43	0.48	0.40	0.63	0.49	0.41	0.45	0.48	0.31	0.43	0.31	0.51	0.32	0.37	0.56	0.41	0.40	0.72	0.43	0.53	0.55	1.00

The correlation results are calculated based on daily price changes starting from Sep 22, 2014

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Equal sector 12.5SW

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