ckstock2

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

ckstock2

Currency in USD · Last updated May 20, 2025

Asset Allocation

Position	Category/Sector	Target Weight
AMZN Amazon.com, Inc.	Consumer Cyclical	10%
GE General Electric Company	Industrials	10%
GILD Gilead Sciences, Inc.	Healthcare	10%
GOOG Alphabet Inc	Communication Services	10%
KO The Coca-Cola Company	Consumer Defensive	10%
MCD McDonald's Corporation	Consumer Cyclical	10%
META Meta Platforms, Inc.	Communication Services	10%
NFLX Netflix, Inc.	Communication Services	10%
T AT&T Inc.	Communication Services	10%
TGTX TG Therapeutics, Inc.	Healthcare	10%

Benchmark

S&P 500

Rebalance

Performance

Performance Chart

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The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG

Returns By Period

As of May 20, 2025, the ckstock2 returned 15.97% Year-To-Date and 21.85% of annualized return in the last 10 years.

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	1.39%	12.89%	1.19%	12.45%	14.95%	10.86%
ckstock2	15.97%	10.28%	18.57%	46.81%	25.99%	21.85%
Portfolio components:
GE General Electric Company	41.33%	29.43%	32.98%	48.71%	49.72%	7.44%
GOOG Alphabet Inc	-11.75%	9.46%	-6.31%	-5.49%	19.12%	20.10%
META Meta Platforms, Inc.	9.48%	27.71%	14.33%	37.10%	22.85%	23.10%
KO The Coca-Cola Company	16.38%	-1.47%	16.65%	18.40%	12.82%	9.13%
NFLX Netflix, Inc.	33.69%	22.47%	36.76%	85.96%	21.63%	29.64%
GILD Gilead Sciences, Inc.	15.74%	1.55%	22.85%	62.22%	11.95%	2.97%
AMZN Amazon.com, Inc.	-6.03%	19.44%	0.76%	12.32%	10.54%	25.43%
MCD McDonald's Corporation	11.45%	3.19%	11.80%	22.84%	14.39%	15.36%
TGTX TG Therapeutics, Inc.	16.21%	-8.72%	15.37%	112.26%	10.92%	8.18%
T AT&T Inc.	25.97%	3.20%	26.19%	68.30%	12.50%	8.27%

*Annualized

Monthly Returns

The table below presents the monthly returns of ckstock2, 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	8.32%	1.80%	-0.68%	3.02%	2.80%								15.97%
2024	3.12%	6.08%	1.89%	-2.58%	5.35%	4.67%	1.93%	5.98%	4.79%	0.36%	8.34%	-0.98%	45.90%
2023	14.10%	-1.05%	7.67%	8.58%	4.35%	3.07%	0.30%	-4.86%	-5.20%	1.01%	12.90%	8.24%	58.52%
2022	-8.99%	-6.94%	0.37%	-13.32%	-0.46%	-6.81%	11.34%	0.47%	-9.90%	7.84%	11.17%	0.03%	-17.39%
2021	-1.25%	0.92%	5.95%	4.17%	-2.28%	2.84%	0.05%	1.04%	-1.39%	1.64%	-7.44%	4.19%	8.02%
2020	7.01%	-5.18%	-10.69%	11.88%	6.90%	2.29%	2.98%	8.95%	-3.43%	-0.07%	10.28%	10.17%	45.86%
2019	13.23%	5.95%	4.03%	3.93%	-6.40%	9.33%	-0.95%	-4.73%	-0.46%	4.94%	5.73%	5.99%	46.63%
2018	13.18%	-0.38%	-2.56%	2.17%	1.78%	2.47%	-0.31%	2.13%	-5.67%	-9.50%	0.22%	-8.07%	-6.25%
2017	3.98%	3.31%	13.14%	2.18%	2.48%	-2.02%	6.31%	1.37%	-0.54%	-2.45%	0.88%	0.00%	31.54%
2016	-7.25%	-1.07%	6.93%	-0.74%	0.56%	-2.52%	1.25%	0.89%	3.00%	-2.61%	-0.80%	0.71%	-2.26%
2015	3.42%	5.21%	-3.20%	5.04%	4.04%	1.99%	8.87%	-6.63%	-2.59%	12.94%	3.98%	-0.64%	35.62%
2014				-2.36%	6.47%	6.49%	-2.09%	5.74%	2.20%	-2.02%	4.24%	-2.79%	16.29%

Expense Ratio

ckstock2 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 97, ckstock2 is among the top 3% 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.

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
GE General Electric Company	1.42	1.77	1.27	2.10	6.54
GOOG Alphabet Inc	-0.16	0.08	1.01	-0.10	-0.22
META Meta Platforms, Inc.	0.99	1.48	1.19	0.98	3.02
KO The Coca-Cola Company	1.04	1.55	1.19	1.12	2.46
NFLX Netflix, Inc.	2.85	3.64	1.48	4.92	16.09
GILD Gilead Sciences, Inc.	2.31	3.29	1.42	2.17	11.67
AMZN Amazon.com, Inc.	0.34	0.69	1.09	0.35	0.93
MCD McDonald's Corporation	1.03	1.47	1.19	1.17	3.87
TGTX TG Therapeutics, Inc.	1.79	2.29	1.28	1.37	9.48
T AT&T Inc.	2.97	3.58	1.52	3.72	24.04

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.

ckstock2 Sharpe ratios as of May 20, 2025 (values are recalculated daily):

1-Year: 2.64
5-Year: 1.22
10-Year: 1.01
All Time: 1.07

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 0.56 to 1.06, 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 ckstock2 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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Dividends

Dividend yield

ckstock2 provided a 1.31% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	1.31%	1.50%	1.58%	1.60%	2.02%	2.00%	1.64%	2.35%	1.98%	1.78%	1.74%	1.72%
Portfolio components:
GE General Electric Company	0.51%	0.67%	0.25%	0.38%	0.34%	0.37%	0.36%	4.88%	4.81%	2.94%	2.95%	3.52%
GOOG Alphabet Inc	0.48%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
META Meta Platforms, Inc.	0.32%	0.34%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
KO The Coca-Cola Company	2.73%	3.12%	3.12%	2.77%	2.84%	2.99%	2.89%	3.29%	3.23%	3.38%	3.07%	2.89%
NFLX Netflix, 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%
GILD Gilead Sciences, Inc.	2.92%	3.33%	3.70%	3.40%	3.91%	4.67%	3.88%	3.65%	2.90%	2.57%	1.27%	0.00%
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%
MCD McDonald's Corporation	2.14%	2.34%	2.10%	2.15%	1.96%	2.35%	2.39%	2.36%	2.23%	2.97%	2.91%	3.50%
TGTX TG Therapeutics, 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%
T AT&T Inc.	3.96%	4.87%	6.62%	7.35%	11.19%	9.58%	6.91%	9.28%	6.67%	5.98%	7.23%	7.25%

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 ckstock2. 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 ckstock2 was 38.57%, occurring on Jun 16, 2022. Recovery took 210 trading sessions.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-38.57%	Nov 8, 2021	153	Jun 16, 2022	210	Apr 19, 2023	363
-28.83%	Feb 20, 2020	18	Mar 16, 2020	77	Jul 6, 2020	95
-28.63%	Jul 13, 2018	114	Dec 24, 2018	89	May 3, 2019	203
-14.72%	Dec 7, 2015	43	Feb 8, 2016	262	Feb 22, 2017	305
-13.66%	Aug 6, 2015	14	Aug 25, 2015	42	Oct 23, 2015	56

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 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

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

	^GSPC	T	KO	GILD	TGTX	GE	MCD	NFLX	META	AMZN	GOOG	Portfolio
^GSPC	1.00	0.40	0.44	0.41	0.40	0.52	0.47	0.51	0.61	0.64	0.70	0.78
T	0.40	1.00	0.41	0.29	0.15	0.33	0.33	0.12	0.14	0.15	0.21	0.37
KO	0.44	0.41	1.00	0.28	0.09	0.25	0.48	0.12	0.17	0.18	0.26	0.35
GILD	0.41	0.29	0.28	1.00	0.28	0.21	0.27	0.24	0.23	0.23	0.26	0.48
TGTX	0.40	0.15	0.09	0.28	1.00	0.22	0.17	0.32	0.30	0.31	0.30	0.69
GE	0.52	0.33	0.25	0.21	0.22	1.00	0.25	0.22	0.29	0.26	0.30	0.48
MCD	0.47	0.33	0.48	0.27	0.17	0.25	1.00	0.19	0.27	0.27	0.31	0.43
NFLX	0.51	0.12	0.12	0.24	0.32	0.22	0.19	1.00	0.51	0.54	0.48	0.64
META	0.61	0.14	0.17	0.23	0.30	0.29	0.27	0.51	1.00	0.61	0.65	0.67
AMZN	0.64	0.15	0.18	0.23	0.31	0.26	0.27	0.54	0.61	1.00	0.67	0.67
GOOG	0.70	0.21	0.26	0.26	0.30	0.30	0.31	0.48	0.65	0.67	1.00	0.68
Portfolio	0.78	0.37	0.35	0.48	0.69	0.48	0.43	0.64	0.67	0.67	0.68	1.00

The correlation results are calculated based on daily price changes starting from Apr 4, 2014

Performance Analysis

Risk Analysis

Optimization

Factor Model

ckstock2

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

Community