Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
JPM JPMorgan Chase & Co. | Financial Services | 25% |
GS The Goldman Sachs Group, Inc. | Financial Services | 25% |
MS Morgan Stanley | Financial Services | 25% |
AMP Ameriprise Financial, Inc. | Financial Services | 25% |
Find the right asset allocation for Trump 2026
Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
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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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Returns By Period
As of Jun 6, 2026, the Trump 2026 returned 7.56% Year-To-Date and 23.21% of annualized return in the last 10 years.
| Position | 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.30% | 0.09% | 8.18% | 8.17% | 23.42% | 19.88% | 11.91% | 13.45% |
Portfolio Trump 2026 | -0.14% | 5.67% | 7.56% | 9.36% | 33.22% | 34.20% | 19.84% | 23.21% |
| Portfolio components: | ||||||||
AMP Ameriprise Financial, Inc. | -1.16% | -3.48% | -7.75% | -5.11% | -12.20% | 14.20% | 13.17% | 18.65% |
GS The Goldman Sachs Group, Inc. | 0.61% | 12.08% | 20.04% | 21.74% | 73.62% | 49.42% | 25.24% | 23.96% |
JPM JPMorgan Chase & Co. | -0.40% | 2.98% | -2.52% | -0.35% | 19.35% | 33.18% | 16.72% | 20.32% |
MS Morgan Stanley | 0.15% | 9.92% | 20.86% | 21.34% | 64.89% | 39.40% | 21.89% | 27.13% |
Monthly Returns
Based on dividend-adjusted daily data since Oct 4, 2005, Trump 2026's average daily return is +0.08%, while the average monthly return is +1.41%. At this rate, an investment would double in approximately 4.1 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% | 9.89% | 2.74% | 2.29% | 7.56% | ||||||
| 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 3.59%, beta of 1.50, and R2 of 0.68 versus S&P 500 Index. Calculated based on daily prices since October 04, 2005.
- This portfolio captured 162.10% of S&P 500 Index gains and 131.22% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This portfolio generated an annualized alpha of 3.59% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Beta of 1.50 means this portfolio moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.
- Alpha
- 3.59%
- Beta
- 1.50
- R²
- 0.68
- Upside Capture
- 162.10%
- Downside Capture
- 131.22%
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 22 for risk / return — below 22% 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
The table below presents risk-adjusted performance metrics for Trump 2026 and compares them with S&P 500 Index.
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 1.56 | 1.94 | -0.38 |
| Sortino ratioReturn per unit of downside risk | 2.08 | 2.63 | -0.55 |
| Omega ratioGain probability vs. loss probability | 1.27 | 1.35 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | 2.59 | -0.48 |
| Martin ratioReturn relative to average drawdown | 6.53 | 11.84 | -5.32 |
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.
| Position | Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio |
|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | 21 | -0.49 | -0.52 | 0.93 | -0.59 | -1.04 |
GS The Goldman Sachs Group, Inc. | 91 | 2.64 | 3.24 | 1.43 | 3.81 | 12.74 |
JPM JPMorgan Chase & Co. | 66 | 0.90 | 1.30 | 1.17 | 1.26 | 2.98 |
MS Morgan Stanley | 90 | 2.55 | 3.16 | 1.43 | 3.46 | 11.46 |
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Dividends
Dividend yield
Trump 2026 provided a 1.71% dividend yield over the last twelve months.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.71% | 1.69% | 1.96% | 2.50% | 2.66% | 1.91% | 2.22% | 2.25% | 2.65% | 1.67% | 1.88% | 2.03% |
| Portfolio components: | ||||||||||||
AMP Ameriprise Financial, Inc. | 1.45% | 1.28% | 1.09% | 1.40% | 1.57% | 1.47% | 2.10% | 2.29% | 3.38% | 1.91% | 2.63% | 2.43% |
GS The Goldman Sachs Group, Inc. | 1.63% | 1.59% | 2.01% | 2.72% | 2.62% | 1.70% | 1.90% | 1.80% | 1.89% | 1.14% | 1.09% | 1.41% |
JPM JPMorgan Chase & Co. | 1.90% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
MS Morgan Stanley | 1.88% | 2.17% | 2.82% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% |
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 2.11%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -75.33%Nov 2008 | 1y 5mo | 4y 8mo | 6y 1moJun 2007 - Jul 2013 |
COVID crash2020 | -47.93%Mar 2020 | 2mo 2d | 8mo 6d | 10mo 8dJan 2020 - Nov 2020 |
2016 bear market2016 | -36.01%Feb 2016 | 7mo 22d | 9mo 7d | 1y 4moJun 2015 - Nov 2016 |
Rate-hike selloffLate 2018 | -34.96%Dec 2018 | 10mo 29d | 11mo 23d | 1y 10moJan 2018 - Dec 2019 |
Bear market2022 | -30.56%Jul 2022 | 6mo 3d | 1y 5mo | 1y 11moJan 2022 - Dec 2023 |
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. Your capital is spread almost evenly across your holdings, indicating a well-balanced allocation. Note that true diversification also depends on the correlations between assets — check the diversification ratio below.
Diversification Ratio
1Y | 3Y | 5Y | 10Y | All Time | |
|---|---|---|---|---|---|
Diversification Ratio | 1.17 | 1.12 | 1.11 | 1.08 | 1.12 |
The portfolio has a diversification ratio of 1.12, placing it in the bottom quartile across portfolios — positions are highly correlated. Consider adding assets from different classes or sectors to reduce risk.
Trump 2026 correlation to the S&P 500 Index
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2005 | 0.77 |
Benchmark Correlations
Correlation vs. S&P 500 Index. AMP has the highest benchmark correlation at 0.73, while GS has the lowest at 0.68.
Asset Correlations Table
Find what Trump 2026 is missing
See which holdings overlap, where Trump 2026 is concentrated, and which low-correlation assets could fill the gaps.
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