Stocks Only 2 2025
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification
Stocks Only 2 2025
Last updated Apr 19, 2025
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Stocks Only 2 2025, 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.
Stocks Only 2 2025
Benchmark (^GSPC)
Portfolio components
The earliest data available for this chart is Jun 24, 2020, corresponding to the inception date of PFFV
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.92% | -9.92% | 5.42% | 12.98% | 9.70% |
| Stocks Only 2 2025 | -3.48% | -6.17% | -3.36% | 10.40% | N/A | N/A |
| Portfolio components: | ||||||
VOO | -9.88% | -6.86% | -9.35% | 6.85% | N/A | N/A |
BRK-B Berkshire Hathaway Inc. | 14.32% | -1.34% | 11.49% | 29.59% | 22.13% | 13.93% |
META Meta Platforms, Inc. | -14.28% | -14.14% | -12.86% | 0.30% | 23.02% | 19.72% |
VWO | -1.58% | -7.11% | -7.19% | 8.98% | N/A | N/A |
RSP Invesco S&P 500® Equal Weight ETF | -6.73% | -6.80% | -9.82% | 3.84% | 13.73% | 8.93% |
VB | -13.49% | -8.74% | -13.92% | -0.33% | N/A | N/A |
VDE | -5.81% | -11.41% | -8.58% | -10.42% | N/A | N/A |
VYMI | 8.39% | -3.37% | 2.50% | 14.96% | N/A | N/A |
GOOGL Alphabet Inc. | -20.06% | -7.77% | -7.29% | -2.65% | 18.94% | 18.84% |
C Citigroup Inc. | -9.52% | -11.46% | 2.23% | 12.20% | 11.02% | 4.73% |
VBR | -12.08% | -8.66% | -14.56% | -0.48% | N/A | N/A |
FLBL Franklin Liberty Senior Loan ETF | -1.23% | -1.38% | 0.39% | 4.55% | 6.02% | N/A |
PFFD Global X U.S. Preferred ETF | -4.26% | -5.34% | -9.16% | 2.06% | 1.36% | N/A |
VFH | -5.08% | -6.06% | -2.91% | 18.03% | N/A | N/A |
PFFV Global X Variable Rate Preferred ETF | -1.34% | -3.66% | -1.96% | 6.63% | N/A | N/A |
JPM JPMorgan Chase & Co. | -2.13% | -2.39% | 4.09% | 30.95% | 22.93% | 17.27% |
BTI British American Tobacco p.l.c. | 18.82% | 4.77% | 27.66% | 59.63% | 11.04% | 3.75% |
OXY Occidental Petroleum Corporation | -19.22% | -17.20% | -22.39% | -38.81% | 25.03% | -3.83% |
CVX Chevron Corporation | -3.76% | -15.96% | -6.59% | -8.72% | 14.61% | 6.80% |
DIS The Walt Disney Company | -23.83% | -15.44% | -12.43% | -23.88% | -4.25% | -1.55% |
IAU iShares Gold Trust | 26.50% | 8.90% | 21.92% | 39.18% | 14.30% | 10.44% |
IWM iShares Russell 2000 ETF | -15.42% | -9.64% | -16.93% | -2.19% | 10.25% | 5.43% |
MO Altria Group, Inc. | 13.23% | 2.17% | 21.67% | 52.28% | 16.32% | 7.89% |
EWW iShares MSCI Mexico ETF | 17.32% | 4.79% | 4.95% | -11.98% | 17.41% | 1.69% |
VO | -6.55% | -5.80% | -8.32% | 6.58% | N/A | N/A |
DEM WisdomTree Emerging Markets Equity Income Fund | 1.68% | -4.65% | -5.00% | 4.34% | 10.14% | 3.92% |
JD JD.com, Inc. | 3.04% | -20.32% | -10.65% | 40.31% | -3.73% | 1.25% |
SNOW | -7.11% | -8.03% | 19.98% | -3.36% | N/A | N/A |
*Annualized
Monthly Returns
The table below presents the monthly returns of Stocks Only 2 2025, 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 | 4.35% | 0.66% | -2.77% | -5.49% | -3.48% | ||||||||
| 2024 | 1.91% | 5.33% | 3.93% | -3.55% | 3.83% | 0.96% | 2.78% | 2.71% | 1.53% | -0.73% | 5.87% | -3.49% | 22.61% |
| 2023 | 6.95% | -2.17% | 2.30% | 2.55% | -1.09% | 5.83% | 4.51% | -2.13% | -3.03% | -3.07% | 7.92% | 4.13% | 24.12% |
| 2022 | -0.96% | -1.61% | 3.77% | -7.85% | 0.94% | -9.65% | 7.41% | -2.93% | -8.74% | 6.36% | 6.89% | -4.35% | -12.08% |
| 2021 | -0.50% | 5.35% | 4.59% | 4.52% | 2.40% | 0.52% | 0.27% | 2.95% | -3.60% | 5.02% | -2.68% | 4.32% | 25.13% |
| 2020 | -2.44% | -1.68% | 13.46% | 3.95% | 13.12% |
Expense Ratio
Stocks Only 2 2025 has an expense ratio of 0.07%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
RSP: 0.20%
FLBL: 0.45%
PFFD: 0.23%
PFFV: 0.25%
IAU: 0.25%
IWM: 0.19%
EWW: 0.49%
DEM: 0.63%
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Stocks Only 2 2025 is 71, indicating average performance compared to other portfolios on our website. Here’s 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: 0.64
^GSPC: 0.24
Portfolio: 0.98
^GSPC: 0.47
Portfolio: 1.15
^GSPC: 1.07
Portfolio: 0.73
^GSPC: 0.24
Portfolio: 3.57
^GSPC: 1.08
Portfolio components
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VOO | 0.32 | 0.57 | 1.08 | 0.32 | 1.42 |
BRK-B Berkshire Hathaway Inc. | 1.64 | 2.29 | 1.33 | 3.47 | 8.96 |
META Meta Platforms, Inc. | 0.02 | 0.29 | 1.04 | 0.02 | 0.07 |
VWO | 0.51 | 0.85 | 1.11 | 0.48 | 1.67 |
RSP Invesco S&P 500® Equal Weight ETF | 0.21 | 0.42 | 1.06 | 0.20 | 0.83 |
VB | -0.06 | 0.08 | 1.01 | -0.05 | -0.18 |
VDE | -0.44 | -0.43 | 0.94 | -0.52 | -1.51 |
VYMI | 0.96 | 1.40 | 1.19 | 1.21 | 4.23 |
GOOGL Alphabet Inc. | -0.05 | 0.15 | 1.02 | -0.05 | -0.13 |
C Citigroup Inc. | 0.44 | 0.80 | 1.11 | 0.47 | 1.60 |
VBR | -0.05 | 0.08 | 1.01 | -0.04 | -0.14 |
FLBL Franklin Liberty Senior Loan ETF | 1.15 | 1.58 | 1.35 | 1.12 | 7.71 |
PFFD Global X U.S. Preferred ETF | 0.23 | 0.40 | 1.05 | 0.15 | 0.65 |
VFH | 0.90 | 1.33 | 1.20 | 1.08 | 4.42 |
PFFV Global X Variable Rate Preferred ETF | 0.93 | 1.32 | 1.18 | 1.08 | 4.76 |
JPM JPMorgan Chase & Co. | 1.10 | 1.62 | 1.24 | 1.28 | 4.69 |
BTI British American Tobacco p.l.c. | 3.24 | 3.75 | 1.61 | 2.30 | 13.60 |
OXY Occidental Petroleum Corporation | -1.23 | -1.77 | 0.76 | -0.78 | -1.74 |
CVX Chevron Corporation | -0.32 | -0.26 | 0.96 | -0.37 | -1.04 |
DIS The Walt Disney Company | -0.85 | -1.09 | 0.84 | -0.42 | -1.65 |
IAU iShares Gold Trust | 2.37 | 3.14 | 1.41 | 4.75 | 12.80 |
IWM iShares Russell 2000 ETF | -0.14 | -0.03 | 1.00 | -0.12 | -0.41 |
MO Altria Group, Inc. | 2.94 | 4.04 | 1.54 | 3.94 | 12.69 |
EWW iShares MSCI Mexico ETF | -0.42 | -0.40 | 0.95 | -0.38 | -0.58 |
VO | 0.35 | 0.61 | 1.09 | 0.33 | 1.33 |
DEM WisdomTree Emerging Markets Equity Income Fund | 0.30 | 0.54 | 1.07 | 0.32 | 0.85 |
JD JD.com, Inc. | 0.78 | 1.51 | 1.18 | 0.57 | 2.28 |
SNOW | -0.08 | 0.29 | 1.04 | -0.06 | -0.23 |
Stocks Only 2 2025
Benchmark (^GSPC)
Portfolio components
Dividends
Dividend yield
Stocks Only 2 2025 provided a 2.00% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.00% | 1.88% | 1.99% | 2.06% | 1.61% | 1.69% | 1.84% | 1.89% | 1.39% | 1.37% | 1.45% | 1.26% |
| Portfolio components: | ||||||||||||
VOO | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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% |
META Meta Platforms, Inc. | 0.40% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWO | 3.27% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
RSP Invesco S&P 500® Equal Weight ETF | 1.73% | 1.52% | 1.64% | 1.82% | 1.28% | 1.64% | 1.69% | 2.02% | 1.52% | 1.20% | 1.70% | 1.46% |
VB | 1.63% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% |
VDE | 3.45% | 3.23% | 3.34% | 3.65% | 4.13% | 4.76% | 3.59% | 3.35% | 2.90% | 2.31% | 3.17% | 1.98% |
VYMI | 4.48% | 4.84% | 4.58% | 4.71% | 4.30% | 3.22% | 4.20% | 4.29% | 3.21% | 2.39% | 0.00% | 0.00% |
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% |
C Citigroup Inc. | 3.49% | 3.10% | 4.04% | 4.51% | 3.38% | 3.31% | 2.40% | 2.96% | 1.29% | 0.71% | 0.31% | 0.07% |
VBR | 2.44% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
FLBL Franklin Liberty Senior Loan ETF | 7.71% | 8.05% | 8.37% | 5.53% | 3.57% | 3.22% | 3.97% | 2.20% | 0.00% | 0.00% | 0.00% | 0.00% |
PFFD Global X U.S. Preferred ETF | 6.75% | 6.42% | 6.49% | 6.63% | 5.09% | 5.17% | 5.48% | 6.21% | 1.94% | 0.00% | 0.00% | 0.00% |
VFH | 1.96% | 1.75% | 2.08% | 2.31% | 1.87% | 2.21% | 2.17% | 2.30% | 1.53% | 1.63% | 2.00% | 1.85% |
PFFV Global X Variable Rate Preferred ETF | 7.64% | 7.33% | 7.19% | 6.60% | 5.15% | 2.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
BTI British American Tobacco p.l.c. | 7.03% | 8.18% | 9.57% | 7.40% | 7.98% | 7.22% | 6.35% | 8.52% | 4.18% | 3.79% | 4.21% | 4.55% |
OXY Occidental Petroleum Corporation | 2.27% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% | 3.46% |
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% |
DIS The Walt Disney Company | 1.12% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% | 1.22% |
IAU iShares Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWM iShares Russell 2000 ETF | 1.32% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
MO Altria Group, Inc. | 6.95% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% | 4.06% |
EWW iShares MSCI Mexico ETF | 3.74% | 4.39% | 2.19% | 3.64% | 2.06% | 1.43% | 2.92% | 2.30% | 2.22% | 1.77% | 2.34% | 1.23% |
VO | 1.68% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
DEM WisdomTree Emerging Markets Equity Income Fund | 5.68% | 5.24% | 5.49% | 8.62% | 5.87% | 4.21% | 4.78% | 4.47% | 3.67% | 3.63% | 5.21% | 5.51% |
JD JD.com, Inc. | 2.82% | 2.13% | 2.08% | 2.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SNOW | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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.
Stocks Only 2 2025
Benchmark (^GSPC)
Portfolio components
Worst Drawdowns
The table below displays the maximum drawdowns of the Stocks Only 2 2025. 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 Stocks Only 2 2025 was 21.41%, occurring on Sep 30, 2022. Recovery took 195 trading sessions.
The current Stocks Only 2 2025 drawdown is 9.14%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.41% | Mar 30, 2022 | 128 | Sep 30, 2022 | 195 | Jul 13, 2023 | 323 |
| -14.11% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -9.56% | Aug 1, 2023 | 63 | Oct 27, 2023 | 31 | Dec 12, 2023 | 94 |
| -7.96% | Jan 13, 2022 | 41 | Mar 14, 2022 | 11 | Mar 29, 2022 | 52 |
| -7.21% | Jul 17, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
Volatility
Volatility Chart
The current Stocks Only 2 2025 volatility is 11.84%, 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.
Stocks Only 2 2025
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.
| IAU | MO | JD | BTI | SNOW | FLBL | META | OXY | CVX | PFFV | GOOGL | PFFD | VDE | EWW | DIS | BRK-B | JPM | C | VWO | DEM | VYMI | VFH | VOO | IWM | VBR | VB | VO | RSP | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IAU | 1.00 | 0.09 | 0.13 | 0.16 | 0.10 | 0.14 | 0.12 | 0.16 | 0.15 | 0.19 | 0.14 | 0.21 | 0.19 | 0.26 | 0.08 | 0.08 | 0.06 | 0.09 | 0.32 | 0.38 | 0.34 | 0.09 | 0.15 | 0.17 | 0.16 | 0.17 | 0.18 | 0.17 |
| MO | 0.09 | 1.00 | 0.08 | 0.57 | -0.01 | 0.16 | 0.04 | 0.22 | 0.32 | 0.22 | 0.07 | 0.23 | 0.31 | 0.23 | 0.26 | 0.42 | 0.34 | 0.31 | 0.18 | 0.24 | 0.35 | 0.40 | 0.29 | 0.30 | 0.39 | 0.32 | 0.33 | 0.41 |
| JD | 0.13 | 0.08 | 1.00 | 0.18 | 0.30 | 0.21 | 0.30 | 0.17 | 0.13 | 0.19 | 0.30 | 0.23 | 0.15 | 0.32 | 0.27 | 0.20 | 0.19 | 0.27 | 0.69 | 0.48 | 0.41 | 0.26 | 0.34 | 0.35 | 0.31 | 0.35 | 0.37 | 0.32 |
| BTI | 0.16 | 0.57 | 0.18 | 1.00 | 0.05 | 0.20 | 0.16 | 0.21 | 0.27 | 0.26 | 0.14 | 0.27 | 0.29 | 0.31 | 0.25 | 0.36 | 0.28 | 0.32 | 0.32 | 0.38 | 0.50 | 0.37 | 0.32 | 0.32 | 0.38 | 0.33 | 0.34 | 0.39 |
| SNOW | 0.10 | -0.01 | 0.30 | 0.05 | 1.00 | 0.31 | 0.43 | 0.12 | 0.07 | 0.28 | 0.44 | 0.34 | 0.12 | 0.30 | 0.35 | 0.18 | 0.22 | 0.25 | 0.41 | 0.32 | 0.33 | 0.32 | 0.52 | 0.50 | 0.39 | 0.51 | 0.53 | 0.43 |
| FLBL | 0.14 | 0.16 | 0.21 | 0.20 | 0.31 | 1.00 | 0.33 | 0.21 | 0.19 | 0.28 | 0.35 | 0.32 | 0.25 | 0.27 | 0.32 | 0.32 | 0.29 | 0.30 | 0.37 | 0.36 | 0.41 | 0.37 | 0.47 | 0.42 | 0.41 | 0.44 | 0.46 | 0.44 |
| META | 0.12 | 0.04 | 0.30 | 0.16 | 0.43 | 0.33 | 1.00 | 0.11 | 0.09 | 0.31 | 0.64 | 0.37 | 0.12 | 0.31 | 0.42 | 0.28 | 0.28 | 0.30 | 0.46 | 0.37 | 0.41 | 0.38 | 0.65 | 0.48 | 0.41 | 0.50 | 0.53 | 0.48 |
| OXY | 0.16 | 0.22 | 0.17 | 0.21 | 0.12 | 0.21 | 0.11 | 1.00 | 0.77 | 0.19 | 0.18 | 0.19 | 0.86 | 0.29 | 0.28 | 0.36 | 0.39 | 0.43 | 0.33 | 0.40 | 0.45 | 0.45 | 0.33 | 0.43 | 0.50 | 0.44 | 0.40 | 0.45 |
| CVX | 0.15 | 0.32 | 0.13 | 0.27 | 0.07 | 0.19 | 0.09 | 0.77 | 1.00 | 0.20 | 0.17 | 0.21 | 0.91 | 0.30 | 0.31 | 0.45 | 0.44 | 0.45 | 0.30 | 0.39 | 0.48 | 0.50 | 0.35 | 0.42 | 0.51 | 0.43 | 0.41 | 0.48 |
| PFFV | 0.19 | 0.22 | 0.19 | 0.26 | 0.28 | 0.28 | 0.31 | 0.19 | 0.20 | 1.00 | 0.31 | 0.81 | 0.24 | 0.35 | 0.38 | 0.33 | 0.30 | 0.38 | 0.37 | 0.38 | 0.46 | 0.44 | 0.47 | 0.51 | 0.49 | 0.52 | 0.52 | 0.51 |
| GOOGL | 0.14 | 0.07 | 0.30 | 0.14 | 0.44 | 0.35 | 0.64 | 0.18 | 0.17 | 0.31 | 1.00 | 0.38 | 0.19 | 0.34 | 0.43 | 0.36 | 0.31 | 0.33 | 0.47 | 0.40 | 0.44 | 0.42 | 0.72 | 0.50 | 0.44 | 0.51 | 0.56 | 0.52 |
| PFFD | 0.21 | 0.23 | 0.23 | 0.27 | 0.34 | 0.32 | 0.37 | 0.19 | 0.21 | 0.81 | 0.38 | 1.00 | 0.25 | 0.39 | 0.41 | 0.37 | 0.31 | 0.39 | 0.42 | 0.41 | 0.51 | 0.47 | 0.55 | 0.57 | 0.54 | 0.58 | 0.59 | 0.58 |
| VDE | 0.19 | 0.31 | 0.15 | 0.29 | 0.12 | 0.25 | 0.12 | 0.86 | 0.91 | 0.24 | 0.19 | 0.25 | 1.00 | 0.34 | 0.35 | 0.47 | 0.48 | 0.51 | 0.36 | 0.46 | 0.54 | 0.56 | 0.40 | 0.52 | 0.60 | 0.53 | 0.49 | 0.55 |
| EWW | 0.26 | 0.23 | 0.32 | 0.31 | 0.30 | 0.27 | 0.31 | 0.29 | 0.30 | 0.35 | 0.34 | 0.39 | 0.34 | 1.00 | 0.36 | 0.38 | 0.39 | 0.44 | 0.59 | 0.61 | 0.65 | 0.49 | 0.52 | 0.52 | 0.53 | 0.53 | 0.54 | 0.55 |
| DIS | 0.08 | 0.26 | 0.27 | 0.25 | 0.35 | 0.32 | 0.42 | 0.28 | 0.31 | 0.38 | 0.43 | 0.41 | 0.35 | 0.36 | 1.00 | 0.47 | 0.47 | 0.51 | 0.42 | 0.40 | 0.49 | 0.59 | 0.61 | 0.61 | 0.61 | 0.63 | 0.63 | 0.65 |
| BRK-B | 0.08 | 0.42 | 0.20 | 0.36 | 0.18 | 0.32 | 0.28 | 0.36 | 0.45 | 0.33 | 0.36 | 0.37 | 0.47 | 0.38 | 0.47 | 1.00 | 0.69 | 0.61 | 0.36 | 0.43 | 0.57 | 0.80 | 0.61 | 0.56 | 0.66 | 0.59 | 0.62 | 0.71 |
| JPM | 0.06 | 0.34 | 0.19 | 0.28 | 0.22 | 0.29 | 0.28 | 0.39 | 0.44 | 0.30 | 0.31 | 0.31 | 0.48 | 0.39 | 0.47 | 0.69 | 1.00 | 0.78 | 0.39 | 0.44 | 0.57 | 0.86 | 0.58 | 0.59 | 0.69 | 0.62 | 0.61 | 0.69 |
| C | 0.09 | 0.31 | 0.27 | 0.32 | 0.25 | 0.30 | 0.30 | 0.43 | 0.45 | 0.38 | 0.33 | 0.39 | 0.51 | 0.44 | 0.51 | 0.61 | 0.78 | 1.00 | 0.46 | 0.51 | 0.62 | 0.82 | 0.58 | 0.65 | 0.72 | 0.67 | 0.63 | 0.69 |
| VWO | 0.32 | 0.18 | 0.69 | 0.32 | 0.41 | 0.37 | 0.46 | 0.33 | 0.30 | 0.37 | 0.47 | 0.42 | 0.36 | 0.59 | 0.42 | 0.36 | 0.39 | 0.46 | 1.00 | 0.85 | 0.79 | 0.50 | 0.62 | 0.61 | 0.57 | 0.62 | 0.64 | 0.60 |
| DEM | 0.38 | 0.24 | 0.48 | 0.38 | 0.32 | 0.36 | 0.37 | 0.40 | 0.39 | 0.38 | 0.40 | 0.41 | 0.46 | 0.61 | 0.40 | 0.43 | 0.44 | 0.51 | 0.85 | 1.00 | 0.85 | 0.54 | 0.59 | 0.58 | 0.59 | 0.59 | 0.61 | 0.61 |
| VYMI | 0.34 | 0.35 | 0.41 | 0.50 | 0.33 | 0.41 | 0.41 | 0.45 | 0.48 | 0.46 | 0.44 | 0.51 | 0.54 | 0.65 | 0.49 | 0.57 | 0.57 | 0.62 | 0.79 | 0.85 | 1.00 | 0.71 | 0.70 | 0.71 | 0.75 | 0.73 | 0.74 | 0.77 |
| VFH | 0.09 | 0.40 | 0.26 | 0.37 | 0.32 | 0.37 | 0.38 | 0.45 | 0.50 | 0.44 | 0.42 | 0.47 | 0.56 | 0.49 | 0.59 | 0.80 | 0.86 | 0.82 | 0.50 | 0.54 | 0.71 | 1.00 | 0.75 | 0.80 | 0.89 | 0.83 | 0.82 | 0.88 |
| VOO | 0.15 | 0.29 | 0.34 | 0.32 | 0.52 | 0.47 | 0.65 | 0.33 | 0.35 | 0.47 | 0.72 | 0.55 | 0.40 | 0.52 | 0.61 | 0.61 | 0.58 | 0.58 | 0.62 | 0.59 | 0.70 | 0.75 | 1.00 | 0.81 | 0.79 | 0.85 | 0.91 | 0.89 |
| IWM | 0.17 | 0.30 | 0.35 | 0.32 | 0.50 | 0.42 | 0.48 | 0.43 | 0.42 | 0.51 | 0.50 | 0.57 | 0.52 | 0.52 | 0.61 | 0.56 | 0.59 | 0.65 | 0.61 | 0.58 | 0.71 | 0.80 | 0.81 | 1.00 | 0.94 | 0.98 | 0.92 | 0.89 |
| VBR | 0.16 | 0.39 | 0.31 | 0.38 | 0.39 | 0.41 | 0.41 | 0.50 | 0.51 | 0.49 | 0.44 | 0.54 | 0.60 | 0.53 | 0.61 | 0.66 | 0.69 | 0.72 | 0.57 | 0.59 | 0.75 | 0.89 | 0.79 | 0.94 | 1.00 | 0.96 | 0.91 | 0.94 |
| VB | 0.17 | 0.32 | 0.35 | 0.33 | 0.51 | 0.44 | 0.50 | 0.44 | 0.43 | 0.52 | 0.51 | 0.58 | 0.53 | 0.53 | 0.63 | 0.59 | 0.62 | 0.67 | 0.62 | 0.59 | 0.73 | 0.83 | 0.85 | 0.98 | 0.96 | 1.00 | 0.96 | 0.94 |
| VO | 0.18 | 0.33 | 0.37 | 0.34 | 0.53 | 0.46 | 0.53 | 0.40 | 0.41 | 0.52 | 0.56 | 0.59 | 0.49 | 0.54 | 0.63 | 0.62 | 0.61 | 0.63 | 0.64 | 0.61 | 0.74 | 0.82 | 0.91 | 0.92 | 0.91 | 0.96 | 1.00 | 0.96 |
| RSP | 0.17 | 0.41 | 0.32 | 0.39 | 0.43 | 0.44 | 0.48 | 0.45 | 0.48 | 0.51 | 0.52 | 0.58 | 0.55 | 0.55 | 0.65 | 0.71 | 0.69 | 0.69 | 0.60 | 0.61 | 0.77 | 0.88 | 0.89 | 0.89 | 0.94 | 0.94 | 0.96 | 1.00 |
The correlation results are calculated based on daily price changes starting from Sep 17, 2020