Sam ETF

Asset Allocation

Position	Category/Sector	Target Weight
NVDA NVIDIA Corporation	Technology	8%
MSFT Microsoft Corporation	Technology	6%
AMZN Amazon.com, Inc	Consumer Cyclical	6%
GOOGL Alphabet Inc. Class A	Communication Services	6%
META Meta Platforms, Inc.	Communication Services	6%
HWM Howmet Aerospace Inc.	Industrials	5%
STRL Sterling Infrastructure, Inc.	Industrials	4%
PLTR Palantir Technologies Inc.	Technology	4%
IBM International Business Machines Corporation	Technology	4%
NFLX Netflix, Inc.	Communication Services	4%
ORCL Oracle Corporation	Technology	4%
SPOT Spotify Technology S.A.	Communication Services	3.50%
AVGO Broadcom Inc.	Technology	3%
CRWD CrowdStrike Holdings, Inc.	Technology	3%
RNMBY Rheinmetall AG ADR	Industrials	3%
RTX RTX Corporation	Industrials	3%
SNOW Snowflake Inc.	Technology	2.50%
NOW ServiceNow, Inc	Technology	2%
JPM JPMorgan Chase & Co.	Financial Services	2%
CME CME Group Inc.	Financial Services	2%
AXP American Express Company	Financial Services	2%
SOFI SoFi Technologies, Inc.	Financial Services	2%
MA Mastercard Incorporated	Financial Services	1.50%
V Visa Inc.	Financial Services	1.50%
GS The Goldman Sachs Group, Inc.	Financial Services	1.50%
COST Costco Wholesale Corporation	Consumer Defensive	1.50%
WMT Walmart Inc.	Consumer Defensive	1.50%
CAT Caterpillar Inc.	Industrials	1.50%
CCJ Cameco Corporation	Energy	1.50%
SMR NuScale Power Corporation	Industrials	1.50%
OKLO Oklo Inc.	Utilities	1.50%
SKYW SkyWest, Inc.	Industrials	1.50%

Benchmark Against

Benchmark

S&P 500 Index

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Sam ETF, 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

Position	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.50%	0.31%	8.56%	8.85%	24.33%	19.37%	11.84%	13.61%
Portfolio Sam ETF	0.00%	-0.78%	4.86%	4.09%	21.08%	50.29%	—	—
Portfolio components:
AMZN Amazon.com, Inc	-1.23%	-9.69%	3.35%	5.46%	12.47%	23.49%	7.35%	20.83%
AVGO Broadcom Inc.	-0.91%	-10.14%	10.62%	6.58%	54.87%	67.17%	55.09%	40.96%
AXP American Express Company	2.18%	3.82%	-11.56%	-14.47%	14.27%	24.40%	16.02%	19.88%
CAT Caterpillar Inc.	1.44%	2.51%	59.62%	52.94%	157.79%	57.16%	35.17%	31.33%
CCJ Cameco Corporation	2.01%	-6.09%	10.35%	10.35%	51.75%	47.60%	36.72%	25.74%
CME CME Group Inc.	2.80%	-9.35%	1.58%	1.41%	3.90%	19.92%	9.17%	15.38%
COST Costco Wholesale Corporation	0.68%	-6.35%	14.24%	11.38%	-0.24%	25.12%	22.12%	22.27%
CRWD CrowdStrike Holdings, Inc.	-1.26%	14.93%	45.66%	35.27%	42.07%	64.60%	24.18%	—
GOOGL Alphabet Inc. Class A	0.53%	-9.30%	15.06%	16.44%	106.51%	43.10%	24.46%	25.76%
GS The Goldman Sachs Group, Inc.	2.62%	12.54%	22.08%	20.84%	76.70%	49.31%	25.98%	24.48%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jul 8, 2021, Sam ETF's average daily return is +0.13%, while the average monthly return is +2.67%. At this rate, an investment would double in approximately 2.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was May 2025 with a return of +17.5%, while the worst month was Apr 2022 at -14.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Sam ETF closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +12.3%, while the worst single day was Apr 4, 2025 at -6.9%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	0.10%	-3.61%	-5.07%	9.49%	12.19%	-6.80%							4.86%
2025	8.52%	-1.80%	-7.53%	7.49%	17.48%	10.94%	4.20%	-0.49%	8.09%	4.84%	-5.08%	-2.27%	50.47%
2024	5.78%	13.40%	4.84%	-3.26%	8.12%	5.55%	0.35%	2.58%	5.89%	6.20%	15.34%	-2.02%	81.64%
2023	14.60%	1.88%	8.39%	1.26%	13.13%	8.01%	6.00%	-0.54%	-5.30%	0.02%	11.27%	5.42%	83.42%
2022	-7.93%	-0.31%	4.78%	-14.83%	-1.56%	-7.81%	11.02%	-5.04%	-11.02%	6.13%	6.87%	-5.06%	-24.92%
2021							-0.92%	5.06%	-3.36%	8.44%	-2.02%	0.44%	7.36%

Benchmark Metrics

Sam ETF has an annualized alpha of 17.58%, beta of 1.32, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since July 08, 2021.

This portfolio captured 188.77% of S&P 500 Index gains but only 96.53% of its losses - a favorable profile for investors.
This portfolio generated an annualized alpha of 17.58% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha: 17.58%

Beta: 1.32

R²: 0.83

Upside Capture: 188.77%

Downside Capture: 96.53%

See how alpha, beta & R² have trended over time →

Expense Ratio

Sam ETF 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.

Return for Risk

Risk / Return Rank

Sam ETF ranks 13 for risk / return — in the bottom 13% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below presents risk-adjusted performance metrics for Sam ETF and compares them with S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	Portfolio	Benchmark	Difference
Sharpe ratioReturn per unit of total volatility	1.00	1.86	-0.87
Sortino ratioReturn per unit of downside risk	1.45	2.53	-1.08
Omega ratioGain probability vs. loss probability	1.18	1.34	-0.16
Calmar ratioReturn relative to maximum drawdown	1.06	2.53	-1.47
Martin ratioReturn relative to average drawdown	2.88	11.37	-8.49

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
AMZN Amazon.com, Inc	53	0.40	0.76	1.09	0.55	1.29
AVGO Broadcom Inc.	73	1.11	1.69	1.22	1.77	4.11
AXP American Express Company	52	0.39	0.69	1.09	0.44	0.93
CAT Caterpillar Inc.	98	4.43	5.03	1.65	11.24	36.80
CCJ Cameco Corporation	72	0.96	1.68	1.20	1.83	4.43
CME CME Group Inc.	44	0.16	0.35	1.05	0.16	0.50
COST Costco Wholesale Corporation	36	-0.08	0.02	1.00	-0.10	-0.22
CRWD CrowdStrike Holdings, Inc.	67	0.92	1.48	1.19	1.13	2.57
GOOGL Alphabet Inc. Class A	96	3.62	4.92	1.59	5.20	18.48
GS The Goldman Sachs Group, Inc.	91	2.59	3.19	1.41	3.80	12.61

Sharpe Ratio

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. Learn how to interpret the Sharpe ratio.

The current Sam ETF Sharpe ratio is 1.00 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.53 to 2.41, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of Sam ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

Sam ETF provided a 0.57% dividend yield over the last twelve months.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	0.57%	0.47%	0.62%	0.78%	0.86%	0.72%	1.42%	0.85%	1.00%	0.97%	2.99%	1.10%
Portfolio components:
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%
AVGO Broadcom Inc.	0.65%	0.70%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%
AXP American Express Company	1.05%	0.85%	0.91%	1.24%	1.35%	1.05%	1.42%	1.29%	1.51%	1.32%	1.61%	1.58%
CAT Caterpillar Inc.	0.66%	1.02%	1.49%	1.69%	1.93%	2.07%	2.26%	2.56%	2.58%	1.97%	3.32%	4.33%
CCJ Cameco Corporation	0.17%	0.19%	0.22%	0.20%	0.39%	0.29%	0.46%	0.67%	0.53%	4.33%	3.82%	3.24%
CME CME Group Inc.	4.17%	1.83%	4.48%	4.58%	5.05%	3.00%	3.24%	2.74%	2.42%	4.20%	4.90%	5.41%
COST Costco Wholesale Corporation	0.55%	0.59%	0.49%	2.87%	0.76%	0.54%	3.38%	0.86%	1.08%	4.81%	1.09%	4.06%
CRWD CrowdStrike Holdings, 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%
GOOGL Alphabet Inc. Class A	0.24%	0.27%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
GS The Goldman Sachs Group, Inc.	1.60%	1.59%	2.01%	2.72%	2.62%	1.70%	1.90%	1.80%	1.89%	1.14%	1.09%	1.41%

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 Sam ETF. 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 Sam ETF was 36.06%, occurring on Oct 14, 2022. Recovery took 154 trading sessions.

The current Sam ETF drawdown is 8.12%.

Related event	Drawdown	Fall	Recovery	Underwater
Bear market2022	-36.06%Oct 2022	11mo 9d	7mo 14d	1y 6moNov 2021 - May 2023
2025 selloff2025	-22.64%Apr 2025	1mo 14d	1mo 8d	2mo 22dFeb 2025 - May 2025
2026 correction2026	-19.33%Mar 2026	5mo 1d	1mo 29d	7moOct 2025 - May 2026
2024 correction2024	-10.91%Aug 2024	19d	1mo 8d	1mo 27dJul 2024 - Sep 2024
2026 pullback2026	-9.58%Jun 2026	8d	—	13d 6hJun 2026 - now

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 32 assets, with an effective number of assets of 24.39, reflecting the diversification based on asset allocation. Your capital is well-distributed across most of your holdings, with only mild concentration in a few names. True diversification also depends on the correlations between assets — check the diversification ratio below.

Diversification Ratio

	1Y	3Y	All Time
Diversification Ratio	2.03	1.77	1.68

The portfolio has a diversification ratio of 1.68, in line with the typical range across portfolios. There's room to improve by adding less correlated assets.

Sam ETF correlation to the S&P 500 Index

Sam ETF has a 0.85 correlation to S&P 500 Index over the trailing 12 months. This section compares each holding's correlation to the benchmark and to the portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.85
Correlation (3Y) Calculated over the trailing 3-year period	0.86
Correlation (All Time) Calculated using the full available price history since Jul 8, 2021	0.89

Benchmark Correlations

Correlation vs. S&P 500 Index. MSFT has the highest benchmark correlation at 0.73, while CME has the lowest at 0.19.

0.19

0.21

0.26

0.31

0.34

0.41

0.47

0.47

0.48

0.50

0.51

0.53

0.53

0.54

0.56

0.57

0.57

0.58

0.59

0.59

0.59

0.59

0.60

Portfolio Correlations

Correlation vs. Sam ETF. NVDA has the highest portfolio correlation at 0.77, while CME has the lowest at 0.15.

0.15

0.22

0.28

0.35

0.37

0.41

0.42

0.44

0.47

0.48

0.50

0.51

0.52

0.54

0.58

0.58

0.59

0.59

0.60

0.61

0.63

0.64

0.66

0.66

0.67

0.67

Asset Correlations Table

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

	CME	RNMBY	WMT	OKLO	SMR	RTX	COST	IBM	CCJ	STRL	SPOT	SKYW	CAT	NFLX	V	JPM	MA	ORCL	SNOW	HWM	CRWD	GOOGL	SOFI	NOW	META	AVGO	PLTR	NVDA	GS	AXP	AMZN	MSFT
CME	1.00	0.11	0.23	-0.05	-0.02	0.22	0.24	0.13	0.08	0.02	0.13	0.07	0.07	0.16	0.27	0.24	0.26	0.07	0.11	0.15	0.07	0.10	0.08	0.12	0.09	0.03	0.09	0.06	0.17	0.20	0.07	0.15
RNMBY	0.11	1.00	0.07	0.13	0.14	0.21	0.10	0.11	0.21	0.17	0.14	0.15	0.23	0.10	0.13	0.16	0.14	0.14	0.11	0.22	0.18	0.09	0.15	0.14	0.13	0.17	0.16	0.16	0.20	0.15	0.11	0.14
WMT	0.23	0.07	1.00	0.01	0.06	0.21	0.59	0.23	0.14	0.14	0.15	0.14	0.18	0.20	0.25	0.22	0.27	0.15	0.07	0.21	0.10	0.18	0.11	0.14	0.18	0.12	0.13	0.09	0.19	0.20	0.20	0.20
OKLO	-0.05	0.13	0.01	1.00	0.45	0.11	0.01	0.13	0.33	0.27	0.15	0.20	0.23	0.14	0.11	0.19	0.08	0.23	0.18	0.20	0.18	0.19	0.26	0.12	0.18	0.24	0.23	0.22	0.26	0.20	0.17	0.15
SMR	-0.02	0.14	0.06	0.45	1.00	0.20	0.08	0.19	0.37	0.34	0.15	0.25	0.34	0.18	0.14	0.25	0.14	0.25	0.23	0.28	0.24	0.19	0.35	0.19	0.18	0.27	0.28	0.22	0.32	0.28	0.22	0.19
RTX	0.22	0.21	0.21	0.11	0.20	1.00	0.20	0.29	0.29	0.30	0.18	0.31	0.39	0.16	0.33	0.41	0.33	0.23	0.16	0.56	0.14	0.20	0.22	0.16	0.15	0.20	0.19	0.17	0.37	0.41	0.18	0.19
COST	0.24	0.10	0.59	0.01	0.08	0.20	1.00	0.27	0.17	0.22	0.27	0.21	0.21	0.35	0.36	0.22	0.37	0.25	0.26	0.29	0.28	0.31	0.22	0.35	0.35	0.32	0.28	0.30	0.24	0.29	0.36	0.40
IBM	0.13	0.11	0.23	0.13	0.19	0.29	0.27	1.00	0.24	0.25	0.21	0.29	0.35	0.21	0.39	0.39	0.37	0.36	0.23	0.31	0.23	0.26	0.27	0.33	0.26	0.33	0.30	0.22	0.40	0.40	0.25	0.32
CCJ	0.08	0.21	0.14	0.33	0.37	0.29	0.17	0.24	1.00	0.39	0.31	0.30	0.39	0.27	0.22	0.31	0.21	0.33	0.30	0.40	0.32	0.32	0.37	0.27	0.31	0.37	0.35	0.40	0.38	0.34	0.35	0.31
STRL	0.02	0.17	0.14	0.27	0.34	0.30	0.22	0.25	0.39	1.00	0.23	0.46	0.53	0.24	0.23	0.36	0.23	0.33	0.27	0.51	0.31	0.31	0.40	0.26	0.34	0.45	0.36	0.42	0.45	0.41	0.34	0.28
SPOT	0.13	0.14	0.15	0.15	0.15	0.18	0.27	0.21	0.31	0.23	1.00	0.28	0.16	0.57	0.33	0.24	0.34	0.31	0.45	0.30	0.44	0.40	0.41	0.48	0.48	0.38	0.49	0.43	0.31	0.32	0.47	0.43
SKYW	0.07	0.15	0.14	0.20	0.25	0.31	0.21	0.29	0.30	0.46	0.28	1.00	0.44	0.26	0.32	0.46	0.33	0.30	0.30	0.49	0.28	0.33	0.41	0.30	0.38	0.35	0.35	0.35	0.50	0.53	0.40	0.27
CAT	0.07	0.23	0.18	0.23	0.34	0.39	0.21	0.35	0.39	0.53	0.16	0.44	1.00	0.17	0.33	0.54	0.35	0.33	0.22	0.51	0.23	0.31	0.36	0.23	0.29	0.41	0.30	0.34	0.58	0.52	0.31	0.25
NFLX	0.16	0.10	0.20	0.14	0.18	0.16	0.35	0.21	0.27	0.24	0.57	0.26	0.17	1.00	0.35	0.25	0.36	0.34	0.44	0.29	0.43	0.40	0.42	0.50	0.50	0.40	0.47	0.45	0.29	0.32	0.49	0.48
V	0.27	0.13	0.25	0.11	0.14	0.33	0.36	0.39	0.22	0.23	0.33	0.32	0.33	0.35	1.00	0.45	0.86	0.31	0.29	0.34	0.28	0.38	0.31	0.40	0.38	0.30	0.32	0.29	0.43	0.56	0.36	0.42
JPM	0.24	0.16	0.22	0.19	0.25	0.41	0.22	0.39	0.31	0.36	0.24	0.46	0.54	0.25	0.45	1.00	0.45	0.31	0.25	0.46	0.25	0.31	0.39	0.25	0.32	0.34	0.33	0.32	0.73	0.67	0.33	0.30
MA	0.26	0.14	0.27	0.08	0.14	0.33	0.37	0.37	0.21	0.23	0.34	0.33	0.35	0.36	0.86	0.45	1.00	0.35	0.30	0.37	0.30	0.39	0.34	0.43	0.40	0.31	0.33	0.30	0.45	0.57	0.39	0.45
ORCL	0.07	0.14	0.15	0.23	0.25	0.23	0.25	0.36	0.33	0.33	0.31	0.30	0.33	0.34	0.31	0.31	0.35	1.00	0.41	0.33	0.45	0.39	0.38	0.49	0.41	0.50	0.43	0.48	0.41	0.37	0.43	0.55
SNOW	0.11	0.11	0.07	0.18	0.23	0.16	0.26	0.23	0.30	0.27	0.45	0.30	0.22	0.44	0.29	0.25	0.30	0.41	1.00	0.29	0.62	0.41	0.50	0.62	0.43	0.43	0.59	0.47	0.33	0.36	0.54	0.53
HWM	0.15	0.22	0.21	0.20	0.28	0.56	0.29	0.31	0.40	0.51	0.30	0.49	0.51	0.29	0.34	0.46	0.37	0.33	0.29	1.00	0.30	0.33	0.36	0.28	0.37	0.41	0.34	0.41	0.49	0.49	0.36	0.32
CRWD	0.07	0.18	0.10	0.18	0.24	0.14	0.28	0.23	0.32	0.31	0.44	0.28	0.23	0.43	0.28	0.25	0.30	0.45	0.62	0.30	1.00	0.43	0.47	0.65	0.45	0.48	0.59	0.52	0.34	0.35	0.51	0.55
GOOGL	0.10	0.09	0.18	0.19	0.19	0.20	0.31	0.26	0.32	0.31	0.40	0.33	0.31	0.40	0.38	0.31	0.39	0.39	0.41	0.33	0.43	1.00	0.41	0.46	0.58	0.49	0.42	0.52	0.39	0.41	0.65	0.61
SOFI	0.08	0.15	0.11	0.26	0.35	0.22	0.22	0.27	0.37	0.40	0.41	0.41	0.36	0.42	0.31	0.39	0.34	0.38	0.50	0.36	0.47	0.41	1.00	0.46	0.45	0.39	0.60	0.44	0.49	0.49	0.45	0.41
NOW	0.12	0.14	0.14	0.12	0.19	0.16	0.35	0.33	0.27	0.26	0.48	0.30	0.23	0.50	0.40	0.25	0.43	0.49	0.62	0.28	0.65	0.46	0.46	1.00	0.49	0.46	0.54	0.51	0.35	0.40	0.56	0.63
META	0.09	0.13	0.18	0.18	0.18	0.15	0.35	0.26	0.31	0.34	0.48	0.38	0.29	0.50	0.38	0.32	0.40	0.41	0.43	0.37	0.45	0.58	0.45	0.49	1.00	0.50	0.47	0.55	0.37	0.42	0.61	0.59
AVGO	0.03	0.17	0.12	0.24	0.27	0.20	0.32	0.33	0.37	0.45	0.38	0.35	0.41	0.40	0.30	0.34	0.31	0.50	0.43	0.41	0.48	0.49	0.39	0.46	0.50	1.00	0.47	0.66	0.42	0.38	0.51	0.56
PLTR	0.09	0.16	0.13	0.23	0.28	0.19	0.28	0.30	0.35	0.36	0.49	0.35	0.30	0.47	0.32	0.33	0.33	0.43	0.59	0.34	0.59	0.42	0.60	0.54	0.47	0.47	1.00	0.52	0.43	0.40	0.52	0.49
NVDA	0.06	0.16	0.09	0.22	0.22	0.17	0.30	0.22	0.40	0.42	0.43	0.35	0.34	0.45	0.29	0.32	0.30	0.48	0.47	0.41	0.52	0.52	0.44	0.51	0.55	0.66	0.52	1.00	0.42	0.39	0.56	0.61
GS	0.17	0.20	0.19	0.26	0.32	0.37	0.24	0.40	0.38	0.45	0.31	0.50	0.58	0.29	0.43	0.73	0.45	0.41	0.33	0.49	0.34	0.39	0.49	0.35	0.37	0.42	0.43	0.42	1.00	0.65	0.40	0.37
AXP	0.20	0.15	0.20	0.20	0.28	0.41	0.29	0.40	0.34	0.41	0.32	0.53	0.52	0.32	0.56	0.67	0.57	0.37	0.36	0.49	0.35	0.41	0.49	0.40	0.42	0.38	0.40	0.39	0.65	1.00	0.43	0.39
AMZN	0.07	0.11	0.20	0.17	0.22	0.18	0.36	0.25	0.35	0.34	0.47	0.40	0.31	0.49	0.36	0.33	0.39	0.43	0.54	0.36	0.51	0.65	0.45	0.56	0.61	0.51	0.52	0.56	0.40	0.43	1.00	0.64
MSFT	0.15	0.14	0.20	0.15	0.19	0.19	0.40	0.32	0.31	0.28	0.43	0.27	0.25	0.48	0.42	0.30	0.45	0.55	0.53	0.32	0.55	0.61	0.41	0.63	0.59	0.56	0.49	0.61	0.37	0.39	0.64	1.00

The correlation results are calculated based on daily price changes starting from Jul 8, 2021

Diversification Analysis

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