Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AMP Ameriprise Financial, Inc. | Financial Services | 25% |
GS The Goldman Sachs Group, Inc. | Financial Services | 25% |
JPM JPMorgan Chase & Co. | Financial Services | 25% |
MS Morgan Stanley | Financial Services | 25% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Trump 2026, 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 Oct 3, 2005, corresponding to the inception date of AMP
Returns By Period
As of Apr 3, 2026, the Trump 2026 returned -6.72% Year-To-Date and 21.87% 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 Trump 2026 | -0.19% | -2.19% | -6.72% | 1.15% | 25.66% | 29.63% | 19.46% | 21.87% |
| Portfolio components: | ||||||||
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% |
MS Morgan Stanley | -0.22% | -0.08% | -6.09% | 8.01% | 42.75% | 28.06% | 19.99% | 24.27% |
AMP Ameriprise Financial, Inc. | -0.63% | -6.82% | -11.24% | -10.99% | -11.08% | 13.90% | 14.71% | 19.07% |
Monthly Returns
Based on dividend-adjusted daily data since Oct 4, 2005, Trump 2026's average daily return is +0.07%, while the average monthly return is +1.36%. At this rate, your investment would double in approximately 4.3 years.
Historically, 59% of months were positive and 41% were negative. The best month was Nov 2016 with a return of +22.9%, while the worst month was Oct 2008 at -26.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.
On a daily basis, Trump 2026 closed higher 53% of trading days. The best single day was Nov 24, 2008 with a return of +26.9%, while the worst single day was Dec 1, 2008 at -18.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.20% | -7.49% | -2.45% | 0.16% | -6.72% | ||||||||
| 2025 | 9.20% | -2.03% | -10.43% | -0.60% | 9.39% | 10.68% | 0.96% | 2.68% | 3.30% | -1.44% | 2.47% | 5.48% | 31.55% |
| 2024 | -0.25% | 3.37% | 7.98% | -2.57% | 6.87% | -0.99% | 6.57% | 2.86% | -1.13% | 7.88% | 13.98% | -5.29% | 44.89% |
| 2023 | 9.87% | -1.02% | -8.80% | 3.70% | -4.42% | 5.61% | 8.20% | -6.10% | -2.13% | -6.60% | 12.64% | 11.59% | 21.19% |
| 2022 | -1.70% | -5.35% | -2.43% | -9.46% | 7.46% | -12.33% | 10.27% | 0.02% | -8.34% | 16.70% | 10.81% | -7.19% | -6.05% |
| 2021 | 1.25% | 14.81% | 3.08% | 6.54% | 6.19% | -1.62% | 1.46% | 7.87% | -4.20% | 8.61% | -6.43% | 2.12% | 45.12% |
Benchmark Metrics
Trump 2026 has an annualized alpha of 3.78%, beta of 1.51, and R² of 0.69 versus S&P 500 Index. Calculated based on daily prices since October 04, 2005.
- This portfolio captured 164.25% of S&P 500 Index gains and 132.24% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This portfolio generated an annualized alpha of 3.78% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Beta of 1.51 means this portfolio moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.
- Alpha
- 3.78%
- Beta
- 1.51
- R²
- 0.69
- Upside Capture
- 164.25%
- Downside Capture
- 132.24%
Expense Ratio
Trump 2026 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.
Return for Risk
Risk / Return Rank
Trump 2026 ranks 28 for risk / return — below 28% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.88 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.39 | 1.37 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.39 | +0.38 |
Martin ratioReturn relative to average drawdown | 5.31 | 6.43 | -1.12 |
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 | |
|---|---|---|---|---|---|---|
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 |
MS Morgan Stanley | 79 | 1.41 | 1.90 | 1.28 | 2.50 | 7.71 |
AMP Ameriprise Financial, Inc. | 22 | -0.38 | -0.34 | 0.95 | -0.49 | -1.01 |
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Dividends
Dividend yield
Trump 2026 provided a 1.90% dividend yield over the last twelve months.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.90% | 1.69% | 1.96% | 2.50% | 2.66% | 1.91% | 2.22% | 2.25% | 2.65% | 1.67% | 1.88% | 2.03% |
| Portfolio components: | ||||||||||||
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% |
MS Morgan Stanley | 2.37% | 2.17% | 2.82% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% |
AMP Ameriprise Financial, Inc. | 1.47% | 1.28% | 1.09% | 1.40% | 1.57% | 1.47% | 2.10% | 2.29% | 3.38% | 1.91% | 2.63% | 2.43% |
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 Trump 2026. 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 Trump 2026 was 75.33%, occurring on Nov 20, 2008. Recovery took 1172 trading sessions.
The current Trump 2026 drawdown is 11.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.33% | Jun 20, 2007 | 361 | Nov 20, 2008 | 1172 | Jul 22, 2013 | 1533 |
| -47.93% | Jan 21, 2020 | 44 | Mar 23, 2020 | 172 | Nov 24, 2020 | 216 |
| -36.01% | Jun 24, 2015 | 161 | Feb 11, 2016 | 192 | Nov 14, 2016 | 353 |
| -34.96% | Jan 29, 2018 | 229 | Dec 24, 2018 | 244 | Dec 12, 2019 | 473 |
| -30.56% | Jan 12, 2022 | 126 | Jul 14, 2022 | 357 | Dec 13, 2023 | 483 |
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 4 assets, with an effective number of assets of 4.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| Benchmark | AMP | JPM | GS | MS | Portfolio | |
|---|---|---|---|---|---|---|
| Benchmark | 1.00 | 0.73 | 0.69 | 0.68 | 0.68 | 0.77 |
| AMP | 0.73 | 1.00 | 0.69 | 0.67 | 0.68 | 0.85 |
| JPM | 0.69 | 0.69 | 1.00 | 0.75 | 0.75 | 0.88 |
| GS | 0.68 | 0.67 | 0.75 | 1.00 | 0.80 | 0.89 |
| MS | 0.68 | 0.68 | 0.75 | 0.80 | 1.00 | 0.91 |
| Portfolio | 0.77 | 0.85 | 0.88 | 0.89 | 0.91 | 1.00 |