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TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha

Currency in USD · Last updated May 31, 2025

Asset Allocation

LX 10%ALLT 10%DCTH 10%FINV 10%GHM 10%AMSC 10%ECOR 10%ISSC 10%OUST 10%ATAT 10%EquityEquity
PositionCategory/SectorTarget Weight
ALLT
Allot Communications Ltd		Technology
10%
AMSC
American Superconductor Corporation		Industrials
10%
ATAT
Atour Lifestyle Holdings Limited		Consumer Cyclical
10%
DCTH
Delcath Systems, Inc.		Healthcare
10%
ECOR
electroCore, Inc.		Healthcare
10%
FINV
FinVolution Group		Financial Services
10%
GHM
Graham Corporation		Industrials
10%
ISSC
Innovative Solutions and Support, Inc.		Industrials
10%
LX
LexinFintech Holdings Ltd.		Financial Services
10%
OUST
Ouster, Inc.		Technology
10%

S&P 500

Performance

Performance Chart

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The earliest data available for this chart is Nov 11, 2022, corresponding to the inception date of ATAT

Returns By Period

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		0.51%6.15%-2.00%12.92%14.19%10.85%
TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha18.44%27.48%31.63%126.28%N/AN/A
Portfolio components:
LX
LexinFintech Holdings Ltd.		26.97%-7.64%45.25%313.13%0.64%N/A
ALLT
Allot Communications Ltd		44.87%44.87%97.25%299.07%-4.18%0.94%
DCTH
Delcath Systems, Inc.		34.63%34.63%36.45%139.79%15.72%N/A
FINV
FinVolution Group		27.77%5.69%24.30%83.42%46.99%N/A
GHM
Graham Corporation		-11.33%29.36%-12.03%45.82%29.53%8.11%
AMSC
American Superconductor Corporation		14.74%42.37%-17.03%62.04%31.27%16.27%
ECOR
electroCore, Inc.		-69.15%-32.02%-59.02%-23.78%-18.54%N/A
ISSC
Innovative Solutions and Support, Inc.		31.03%66.02%44.20%70.58%21.80%14.53%
OUST
Ouster, Inc.		0.08%64.60%23.79%0.58%N/AN/A
ATAT
Atour Lifestyle Holdings Limited		16.44%28.11%24.49%81.75%N/AN/A
*Annualized

Monthly Returns

The table below presents the monthly returns of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
202515.07%-11.75%-5.33%-3.36%27.48%18.44%
20241.34%6.36%3.73%-0.19%13.08%2.81%9.49%-1.32%8.30%12.86%26.01%11.13%139.94%
202329.32%-3.93%-2.69%-10.89%2.02%4.57%13.42%-2.17%-5.84%-11.03%3.51%17.09%29.45%
20223.55%-1.38%2.12%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Expense Ratio

TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha 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, TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha 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.

The Risk-Adjusted Performance Rank of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is 9797
Overall Rank
The Sharpe Ratio Rank of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is 9797
Sortino Ratio Rank
The Omega Ratio Rank of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is 9797
Omega Ratio Rank
The Calmar Ratio Rank of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is 9797
Calmar Ratio Rank
The Martin Ratio Rank of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is 9494
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 ratioSortino ratioOmega ratioCalmar ratioMartin ratio
LX
LexinFintech Holdings Ltd.		3.673.641.525.8521.57
ALLT
Allot Communications Ltd		4.213.741.484.7614.03
DCTH
Delcath Systems, Inc.		2.182.651.313.278.52
FINV
FinVolution Group		1.982.611.342.567.59
GHM
Graham Corporation		0.871.441.190.932.15
AMSC
American Superconductor Corporation		0.691.801.201.362.48
ECOR
electroCore, Inc.		-0.290.071.01-0.35-0.80
ISSC
Innovative Solutions and Support, Inc.		1.112.191.271.473.48
OUST
Ouster, Inc.		0.010.801.090.010.02
ATAT
Atour Lifestyle Holdings Limited		1.752.411.291.747.49

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.

TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha Sharpe ratios as of May 31, 2025 (values are recalculated daily):

  • 1-Year: 3.44
  • All Time: 2.08

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 0.60 to 1.13, 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 TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend yield

TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha provided a 0.73% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio0.73%0.75%1.16%0.41%0.70%2.50%0.91%0.17%0.17%0.16%0.19%0.06%
Portfolio components:
LX
LexinFintech Holdings Ltd.		2.51%2.38%6.30%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ALLT
Allot Communications Ltd		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DCTH
Delcath Systems, 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%
FINV
FinVolution Group		3.31%3.49%4.39%4.13%3.45%4.49%7.17%0.00%0.00%0.00%0.00%0.00%
GHM
Graham Corporation		0.00%0.00%0.00%0.00%3.54%2.90%1.92%1.66%1.72%1.63%1.90%0.56%
AMSC
American Superconductor Corporation		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ECOR
electroCore, 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%
ISSC
Innovative Solutions and Support, Inc.		0.00%0.00%0.00%0.00%0.00%17.64%0.00%0.00%0.00%0.00%0.00%0.00%
OUST
Ouster, 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%
ATAT
Atour Lifestyle Holdings Limited		1.44%1.67%0.86%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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha. 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 TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha was 35.18%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha drawdown is 2.69%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.18%Feb 7, 202542Apr 8, 2025———
-25.29%Feb 8, 202353Apr 25, 202367Aug 1, 2023120
-25.17%Aug 2, 202361Oct 26, 202394Mar 13, 2024155
-13.03%Apr 4, 202410Apr 17, 202413May 6, 202423
-11.9%Jul 17, 202416Aug 7, 202436Sep 27, 202452
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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.
^GSPCECORISSCALLTDCTHATATGHMFINVLXAMSCOUSTPortfolio
^GSPC1.000.090.240.260.310.270.380.250.340.510.440.58
ECOR0.091.000.080.040.080.050.040.030.130.070.150.36
ISSC0.240.081.000.070.120.090.210.090.130.180.140.30
ALLT0.260.040.071.000.140.100.200.170.170.220.180.39
DCTH0.310.080.120.141.000.120.200.140.160.200.180.44
ATAT0.270.050.090.100.121.000.100.350.400.130.180.44
GHM0.380.040.210.200.200.101.000.110.120.350.290.44
FINV0.250.030.090.170.140.350.111.000.510.210.220.46
LX0.340.130.130.170.160.400.120.511.000.160.300.57
AMSC0.510.070.180.220.200.130.350.210.161.000.430.59
OUST0.440.150.140.180.180.180.290.220.300.431.000.65
Portfolio0.580.360.300.390.440.440.440.460.570.590.651.00
The correlation results are calculated based on daily price changes starting from Nov 14, 2022
Go to the full Correlations tool for more customization options