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Seeking Alpha top 10 stocks for 2025
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Seeking Alpha top 10 stocks for 2025

Currency in USD · Last updated May 18, 2025

Asset Allocation

CRDO 10%INTA 10%CLS 10%DXPE 10%AGX 10%URBN 10%LRN 10%EAT 10%PYPL 10%OPFI 10%EquityEquity
PositionCategory/SectorTarget Weight
AGX
Argan, Inc.		Industrials
10%
CLS
Celestica Inc.		Technology
10%
CRDO
Credo Technology Group Holding Ltd		Technology
10%
DXPE
DXP Enterprises, Inc.		Industrials
10%
EAT
Brinker International, Inc.		Consumer Cyclical
10%
INTA
Intapp, Inc.		Technology
10%
LRN
Stride, Inc.		Consumer Defensive
10%
OPFI
OppFi Inc.		Technology
10%
PYPL
PayPal Holdings, Inc.		Financial Services
10%
URBN
Urban Outfitters, Inc.		Consumer Cyclical
10%

Performance

Performance Chart

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The earliest data available for this chart is Jan 27, 2022, corresponding to the inception date of CRDO

Returns By Period

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		1.30%12.79%1.49%12.35%15.12%10.89%
Seeking Alpha top 10 stocks for 202518.16%24.81%40.29%132.29%N/AN/A
Portfolio components:
CRDO
Credo Technology Group Holding Ltd		-10.53%64.16%51.23%218.32%N/AN/A
INTA
Intapp, Inc.		-9.07%13.14%3.83%57.81%N/AN/A
CLS
Celestica Inc.		22.70%34.76%37.81%119.56%82.29%24.59%
DXPE
DXP Enterprises, Inc.		8.64%11.09%30.11%75.62%42.75%7.89%
AGX
Argan, Inc.		38.23%29.48%38.65%189.25%41.78%20.88%
URBN
Urban Outfitters, Inc.		14.45%26.94%64.34%52.45%27.41%6.31%
LRN
Stride, Inc.		48.66%13.72%53.99%120.05%46.06%26.91%
EAT
Brinker International, Inc.		14.60%-1.20%29.08%142.34%46.60%12.40%
PYPL
PayPal Holdings, Inc.		-15.43%18.33%-15.90%11.94%-13.21%N/A
OPFI
OppFi Inc.		59.05%42.29%86.57%318.68%N/AN/A
*Annualized

Monthly Returns

The table below presents the monthly returns of Seeking Alpha top 10 stocks for 2025, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
202522.46%-11.72%-11.12%4.01%18.23%18.16%
2024-0.46%6.10%6.25%-0.23%16.35%3.05%4.30%7.77%3.81%13.10%28.72%5.23%139.93%
202318.33%-3.82%0.20%-4.14%9.17%7.33%8.50%-1.07%-0.55%-0.25%12.61%10.83%70.24%
20224.02%1.41%-2.57%-8.93%-0.50%-9.02%12.18%-8.18%-3.90%13.31%3.65%-5.19%-6.62%

Expense Ratio

Seeking Alpha top 10 stocks for 2025 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, Seeking Alpha top 10 stocks for 2025 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 Seeking Alpha top 10 stocks for 2025 is 9797
Overall Rank
The Sharpe Ratio Rank of Seeking Alpha top 10 stocks for 2025 is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of Seeking Alpha top 10 stocks for 2025 is 9797
Sortino Ratio Rank
The Omega Ratio Rank of Seeking Alpha top 10 stocks for 2025 is 9898
Omega Ratio Rank
The Calmar Ratio Rank of Seeking Alpha top 10 stocks for 2025 is 9797
Calmar Ratio Rank
The Martin Ratio Rank of Seeking Alpha top 10 stocks for 2025 is 9595
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
CRDO
Credo Technology Group Holding Ltd		2.132.791.393.889.40
INTA
Intapp, Inc.		1.261.881.241.604.52
CLS
Celestica Inc.		1.552.181.312.526.28
DXPE
DXP Enterprises, Inc.		1.562.351.292.336.32
AGX
Argan, Inc.		2.873.221.444.1611.75
URBN
Urban Outfitters, Inc.		0.991.641.221.743.34
LRN
Stride, Inc.		2.384.291.574.6218.01
EAT
Brinker International, Inc.		2.722.951.404.4711.33
PYPL
PayPal Holdings, Inc.		0.340.681.090.170.81
OPFI
OppFi Inc.		4.373.951.466.0114.25

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.

Seeking Alpha top 10 stocks for 2025 Sharpe ratios as of May 18, 2025 (values are recalculated daily):

  • 1-Year: 3.48
  • All Time: 1.89

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 0.57 to 1.05, 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 Seeking Alpha top 10 stocks for 2025 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

Seeking Alpha top 10 stocks for 2025 provided a 0.29% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio0.29%0.25%0.22%0.27%0.19%0.35%0.61%0.54%0.59%0.41%0.47%0.39%
Portfolio components:
CRDO
Credo Technology Group Holding 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%
INTA
Intapp, 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%
CLS
Celestica 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%
DXPE
DXP Enterprises, 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%
AGX
Argan, Inc.		0.76%0.93%2.24%2.71%1.94%2.81%2.49%1.98%2.22%1.42%2.16%2.08%
URBN
Urban Outfitters, 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%
LRN
Stride, 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%
EAT
Brinker International, Inc.		0.00%0.00%0.00%0.00%0.00%0.67%3.62%3.46%3.71%2.67%2.50%1.77%
PYPL
PayPal 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%
OPFI
OppFi Inc.		2.12%1.57%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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Seeking Alpha top 10 stocks for 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 Seeking Alpha top 10 stocks for 2025 was 34.25%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Seeking Alpha top 10 stocks for 2025 drawdown is 9.26%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.25%Feb 7, 202542Apr 8, 2025———
-22.84%Feb 2, 2022163Sep 26, 202283Jan 25, 2023246
-14.79%Feb 15, 202355May 4, 202319Jun 1, 202374
-14.03%Jul 17, 202414Aug 5, 202410Aug 19, 202424
-10.06%Jan 24, 20252Jan 27, 20256Feb 4, 20258

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.
^GSPCLRNOPFIAGXINTAURBNEATDXPEPYPLCRDOCLSPortfolio
^GSPC1.000.340.350.410.460.490.460.470.640.550.600.74
LRN0.341.000.160.220.270.240.250.300.240.240.270.46
OPFI0.350.161.000.220.230.230.250.260.250.290.290.57
AGX0.410.220.221.000.220.290.260.410.240.300.340.49
INTA0.460.270.230.221.000.260.270.260.380.360.340.57
URBN0.490.240.230.290.261.000.420.330.400.270.310.56
EAT0.460.250.250.260.270.421.000.290.400.320.340.58
DXPE0.470.300.260.410.260.330.291.000.290.310.410.57
PYPL0.640.240.250.240.380.400.400.291.000.350.380.60
CRDO0.550.240.290.300.360.270.320.310.351.000.570.68
CLS0.600.270.290.340.340.310.340.410.380.571.000.70
Portfolio0.740.460.570.490.570.560.580.570.600.680.701.00
The correlation results are calculated based on daily price changes starting from Jan 28, 2022