2026-03-24 stocks wheel 2

Asset Allocation

Position	Category/Sector	Target Weight
CCJ Cameco Corporation	Energy	9.09%
XHB SPDR S&P Homebuilders ETF	Building & Construction	9.09%
IP International Paper Company	Consumer Cyclical	9.09%
BAC Bank of America Corporation	Financial Services	9.09%
SIG Signet Jewelers Limited	Consumer Cyclical	9.09%
PHM PulteGroup, Inc.	Consumer Cyclical	9.09%
SBU Leverage Shares 2X Long SBUX Daily ETF	Leveraged Equities	9.09%
MDT Medtronic plc	Healthcare	9.09%
METU Direxion Daily META Bull 2X ETF	Leveraged Equities	9.09%
UPS United Parcel Service, Inc.	Industrials	9.09%
PTXKY XL Axiata Tbk PT ADR	Communication Services	9.09%

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 2026-03-24 stocks wheel 2, 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 2026-03-24 stocks wheel 2	0.45%	2.81%	-1.02%	-2.14%	—	—	—	—
Portfolio components:
BAC Bank of America Corporation	2.31%	13.98%	3.72%	3.46%	30.78%	27.43%	8.79%	18.19%
CCJ Cameco Corporation	2.01%	-6.09%	10.35%	10.35%	51.75%	47.60%	36.72%	25.74%
IP International Paper Company	3.43%	21.24%	-5.93%	-3.85%	-17.46%	9.44%	-5.62%	3.48%
MDT Medtronic plc	-0.16%	5.32%	-15.83%	-18.44%	-5.18%	1.02%	-5.47%	2.00%
METU Direxion Daily META Bull 2X ETF	-0.71%	-16.47%	-34.42%	-31.54%	-45.28%	—	—	—
PHM PulteGroup, Inc.	-0.67%	11.86%	5.26%	-2.17%	22.19%	19.48%	18.86%	22.20%
PTXKY XL Axiata Tbk PT ADR	0.00%	-15.60%	-37.08%	-36.22%	33.98%	5.11%	-1.98%	-4.34%
SBU Leverage Shares 2X Long SBUX Daily ETF	1.17%	-8.50%	39.22%	34.52%	—	—	—	—
SIG Signet Jewelers Limited	-1.63%	18.77%	9.70%	3.75%	19.68%	17.13%	5.20%	2.83%
UPS United Parcel Service, Inc.	-0.51%	11.11%	12.37%	10.44%	15.53%	-9.66%	-7.78%	4.31%

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

Monthly Returns

Based on dividend-adjusted daily data since Nov 17, 2025, 2026-03-24 stocks wheel 2's average daily return is +0.04%, while the average monthly return is +0.71%. At this rate, an investment would double in approximately 8.2 years.

Historically, 50% of months were positive and 50% were negative. The best month was Jan 2026 with a return of +8.5%, while the worst month was Mar 2026 at -12.4%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 2 months.

On a daily basis, 2026-03-24 stocks wheel 2 closed higher 50% of trading days. The best single day was Apr 8, 2026 with a return of +6.1%, while the worst single day was Mar 26, 2026 at -3.6%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	8.48%	0.80%	-12.35%	6.81%	-2.73%	-0.60%							-1.02%
2025											6.09%	-0.79%	5.25%

Benchmark Metrics

2026-03-24 stocks wheel 2 has an annualized alpha of -14.26%, beta of 1.42, and R2 of 0.55 versus S&P 500 Index. Calculated based on daily prices since November 17, 2025.

This portfolio participated in 156.40% of S&P 500 Index downside but only 99.19% of its upside - more exposed to losses than it benefited from rallies.
This portfolio had an annualized alpha of -14.26% versus S&P 500 Index - delivering less than market exposure alone would predict.

Alpha: -14.26%

Beta: 1.42

R²: 0.55

Upside Capture: 99.19%

Downside Capture: 156.40%

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

Expense Ratio

2026-03-24 stocks wheel 2 has an expense ratio of 0.20%, 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.

METU

Direxion Daily META Bull 2X ETF

SBU

Leverage Shares 2X Long SBUX Daily ETF

XHB

SPDR S&P Homebuilders ETF

Return for Risk

Return / Risk — by metrics

The table below presents risk-adjusted performance metrics for 2026-03-24 stocks wheel 2 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	—	1.86	—
Sortino ratioReturn per unit of downside risk	—	2.53	—
Omega ratioGain probability vs. loss probability	—	1.34	—
Calmar ratioReturn relative to maximum drawdown	—	2.53	—
Martin ratioReturn relative to average drawdown	—	11.37	—

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
BAC Bank of America Corporation	75	1.36	1.85	1.24	1.64	4.21
CCJ Cameco Corporation	72	0.96	1.68	1.20	1.83	4.43
IP International Paper Company	24	-0.46	-0.40	0.95	-0.43	-0.78
MDT Medtronic plc	29	-0.31	-0.33	0.96	-0.23	-0.56
METU Direxion Daily META Bull 2X ETF	3	-0.66	-0.76	0.90	-0.77	-1.36
PHM PulteGroup, Inc.	59	0.56	1.13	1.13	0.85	1.66
PTXKY XL Axiata Tbk PT ADR	51	0.09	1.06	1.15	0.22	0.41
SBU Leverage Shares 2X Long SBUX Daily ETF	—	—	—	—	—	—
SIG Signet Jewelers Limited	53	0.34	0.85	1.09	0.54	1.24
UPS United Parcel Service, Inc.	56	0.49	0.82	1.12	0.72	1.22

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for 2026-03-24 stocks wheel 2. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

2026-03-24 stocks wheel 2 provided a 2.90% dividend yield over the last twelve months.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	2.90%	2.64%	1.90%	1.81%	1.91%	1.21%	1.37%	1.90%	1.87%	1.62%	1.55%	1.52%
Portfolio components:
BAC Bank of America Corporation	2.72%	1.96%	2.28%	2.73%	2.60%	1.75%	2.38%	1.87%	2.19%	1.32%	1.13%	1.19%
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%
IP International Paper Company	5.12%	4.70%	3.44%	5.12%	5.34%	4.08%	4.12%	4.37%	4.77%	3.21%	3.36%	4.35%
MDT Medtronic plc	3.54%	2.95%	3.49%	3.34%	3.44%	2.39%	1.95%	1.87%	2.15%	2.24%	2.34%	1.88%
METU Direxion Daily META Bull 2X ETF	4.71%	3.00%	1.40%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
PHM PulteGroup, Inc.	0.78%	0.78%	0.75%	0.66%	1.34%	1.00%	1.16%	1.16%	1.46%	1.08%	1.96%	1.85%
PTXKY XL Axiata Tbk PT ADR	6.79%	6.59%	2.19%	2.16%	2.21%	0.99%	0.51%	0.00%	0.00%	0.00%	0.00%	0.00%
SBU Leverage Shares 2X Long SBUX Daily ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SIG Signet Jewelers Limited	1.45%	1.51%	1.36%	0.83%	1.15%	0.41%	1.36%	6.81%	4.47%	2.10%	1.06%	0.68%
UPS United Parcel Service, Inc.	6.07%	6.61%	5.17%	4.12%	3.50%	1.90%	2.40%	3.28%	3.73%	2.79%	2.72%	3.03%

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 2026-03-24 stocks wheel 2. 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 2026-03-24 stocks wheel 2 was 19.73%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current 2026-03-24 stocks wheel 2 drawdown is 12.26%.

Related event	Drawdown	Fall	Recovery	Underwater
2026 correction2026	-19.73%Mar 2026	1mo 18d	—	4mo 5dFeb 2026 - now
2025 pullback2025	-4.49%Nov 2025	3d	5d	8dNov 2025 - Nov 2025
2025 pullback2025	-3.69%Dec 2025	7d	2d	9dDec 2025 - Dec 2025
2026 pullback2026	-2.97%Feb 2026	5d	4d	9dJan 2026 - Feb 2026
2025 pullback2025	-2.45%Dec 2025	5d	5d	10dDec 2025 - Jan 2026

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 11 assets, with an effective number of assets of 11.00, reflecting the diversification based on asset allocation. Your capital is spread almost evenly across your holdings, indicating a well-balanced allocation. Note that true diversification also depends on the correlations between assets — check the diversification ratio below.

Diversification Ratio

	All Time
Diversification Ratio	1.87

The portfolio has a diversification ratio of 1.87, placing it in the top 5% across portfolios — assets in this portfolio move largely independently, providing strong diversification benefit.

2026-03-24 stocks wheel 2 correlation to the S&P 500 Index

2026-03-24 stocks wheel 2 has a 0.65 correlation to S&P 500 Index over the full available history. This section compares each holding's correlation to the benchmark and to the portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 17, 2025	0.65

Benchmark Correlations

Correlation vs. S&P 500 Index. CCJ has the highest benchmark correlation at 0.57, while PTXKY has the lowest at 0.03.

PTXKY

0.03

MDT

0.20

SBU

0.34

0.37

0.39

0.41

0.48

0.49

0.55

0.55

0.57

Portfolio Correlations

Correlation vs. 2026-03-24 stocks wheel 2. XHB has the highest portfolio correlation at 0.68, while MDT has the lowest at 0.26.

0.26

0.32

0.47

0.51

0.54

0.56

0.56

0.57

0.59

0.61

0.68

Asset Correlations Table

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

	PTXKY	MDT	METU	CCJ	SBU	IP	SIG	BAC	UPS	PHM	XHB
PTXKY	1.00	-0.00	0.13	0.06	0.06	-0.01	0.00	0.03	0.14	-0.05	0.02
MDT	-0.00	1.00	0.13	0.13	0.09	0.18	0.16	0.22	0.21	0.25	0.22
METU	0.13	0.13	1.00	0.26	0.20	0.14	0.10	0.28	0.14	0.10	0.19
CCJ	0.06	0.13	0.26	1.00	0.14	0.19	0.33	0.26	0.22	0.15	0.33
SBU	0.06	0.09	0.20	0.14	1.00	0.27	0.26	0.25	0.29	0.36	0.36
IP	-0.01	0.18	0.14	0.19	0.27	1.00	0.34	0.41	0.40	0.50	0.62
SIG	0.00	0.16	0.10	0.33	0.26	0.34	1.00	0.48	0.40	0.44	0.51
BAC	0.03	0.22	0.28	0.26	0.25	0.41	0.48	1.00	0.38	0.41	0.46
UPS	0.14	0.21	0.14	0.22	0.29	0.40	0.40	0.38	1.00	0.54	0.59
PHM	-0.05	0.25	0.10	0.15	0.36	0.50	0.44	0.41	0.54	1.00	0.88
XHB	0.02	0.22	0.19	0.33	0.36	0.62	0.51	0.46	0.59	0.88	1.00

The correlation results are calculated based on daily price changes starting from Nov 17, 2025

Diversification Analysis

Find what 2026-03-24 stocks wheel 2 is missing

See which holdings overlap, where 2026-03-24 stocks wheel 2 is concentrated, and which low-correlation assets could fill the gaps.

Analyze Diversification