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May 2025 Stocks
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

May 2025 Stocks

Currency in USD · Last updated May 15, 2025

Asset Allocation

RGTI 10%UAMY 10%QBTS 10%QUBT 10%LAES 10%APP 10%MVST 10%PLTR 10%RKLB 10%HWM 10%EquityEquity
PositionCategory/SectorTarget Weight
APP
AppLovin Corporation		Technology
10%
HWM
Howmet Aerospace Inc.		Industrials
10%
LAES
SEALSQ Corp		Technology
10%
MVST
Microvast Holdings, Inc.		Industrials
10%
PLTR
Palantir Technologies Inc.		Technology
10%
QBTS
DPCM Capital Inc		Technology
10%
QUBT
Quantum Computing, Inc.		Technology
10%
RGTI
Rigetti Computing Inc		Technology
10%
RKLB
Rocket Lab USA, Inc.		Industrials
10%
UAMY
United States Antimony Corporation		Basic Materials
10%

Performance

Performance Chart

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The earliest data available for this chart is May 24, 2023, corresponding to the inception date of LAES

Returns By Period

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		0.60%9.64%-0.54%11.47%15.67%10.79%
May 2025 Stocks20.96%32.67%519.61%1,468.95%N/AN/A
Portfolio components:
RGTI
Rigetti Computing Inc		-24.38%33.87%644.52%845.90%N/AN/A
UAMY
United States Antimony Corporation		45.76%-20.86%396.06%948.78%49.35%8.31%
QBTS
DPCM Capital Inc		31.31%59.39%489.84%729.32%N/AN/A
QUBT
Quantum Computing, Inc.		-44.17%35.29%110.00%1,057.89%51.90%N/A
LAES
SEALSQ Corp		-61.46%-5.95%449.63%111.61%N/AN/A
APP
AppLovin Corporation		13.21%49.35%28.87%336.13%N/AN/A
MVST
Microvast Holdings, Inc.		59.42%96.43%324.06%692.32%-20.02%N/A
PLTR
Palantir Technologies Inc.		69.40%30.20%116.49%491.23%N/AN/A
RKLB
Rocket Lab USA, Inc.		-0.98%19.70%45.28%481.11%N/AN/A
HWM
Howmet Aerospace Inc.		47.68%29.66%42.66%95.50%72.54%N/A
*Annualized

Monthly Returns

The table below presents the monthly returns of May 2025 Stocks, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-8.35%-13.69%5.01%16.39%25.12%20.96%
20240.84%26.34%1.36%-17.18%9.21%-3.58%2.42%8.68%7.13%15.13%150.09%281.10%1,373.43%
2023-1.58%18.99%29.88%-16.15%-19.07%-16.99%4.44%5.92%-5.23%

Expense Ratio

May 2025 Stocks 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 100, May 2025 Stocks is among the top 0% 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 May 2025 Stocks is 100100
Overall Rank
The Sharpe Ratio Rank of May 2025 Stocks is 100100
Sharpe Ratio Rank
The Sortino Ratio Rank of May 2025 Stocks is 100100
Sortino Ratio Rank
The Omega Ratio Rank of May 2025 Stocks is 9999
Omega Ratio Rank
The Calmar Ratio Rank of May 2025 Stocks is 100100
Calmar Ratio Rank
The Martin Ratio Rank of May 2025 Stocks is 100100
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
RGTI
Rigetti Computing Inc		4.773.961.5110.2622.19
UAMY
United States Antimony Corporation		7.974.911.6019.8568.08
QBTS
DPCM Capital Inc		4.414.011.509.7224.00
QUBT
Quantum Computing, Inc.		4.944.521.6213.6425.10
LAES
SEALSQ Corp		0.512.731.321.011.74
APP
AppLovin Corporation		3.683.481.505.6914.52
MVST
Microvast Holdings, Inc.		1.916.431.697.1718.25
PLTR
Palantir Technologies Inc.		6.925.291.7212.6038.10
RKLB
Rocket Lab USA, Inc.		5.404.581.5410.5126.33
HWM
Howmet Aerospace Inc.		2.503.301.475.2419.29

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.

May 2025 Stocks Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 14.69
  • All Time: 3.97

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 0.53 to 1.02, 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 May 2025 Stocks 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

May 2025 Stocks provided a 0.02% dividend yield over the last twelve months.

TTM202420232022202120202019201820172016
Portfolio0.02%0.02%0.03%0.03%0.01%0.01%0.03%0.11%0.07%0.04%
Portfolio components:
RGTI
Rigetti Computing Inc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UAMY
United States Antimony Corporation		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
QBTS
DPCM Capital Inc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
QUBT
Quantum Computing, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LAES
SEALSQ Corp		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
APP
AppLovin Corporation		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MVST
Microvast Holdings, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PLTR
Palantir Technologies Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RKLB
Rocket Lab USA, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HWM
Howmet Aerospace Inc.		0.22%0.24%0.31%0.25%0.13%0.05%0.30%1.09%0.68%0.37%

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 May 2025 Stocks. 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 May 2025 Stocks was 47.69%, occurring on Oct 30, 2023. Recovery took 258 trading sessions.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.69%Aug 2, 202363Oct 30, 2023258Nov 7, 2024321
-40.13%Dec 30, 202447Mar 10, 202545May 13, 202592
-20.06%Dec 18, 20242Dec 19, 20242Dec 23, 20244
-13.29%Nov 15, 20242Nov 18, 20243Nov 21, 20245
-11.18%Jun 16, 20235Jun 23, 20237Jul 5, 202312

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.
^GSPCUAMYLAESMVSTHWMAPPQUBTQBTSPLTRRKLBRGTIPortfolio
^GSPC1.000.260.260.260.560.520.350.370.620.500.410.56
UAMY0.261.000.170.110.200.220.200.200.190.300.200.39
LAES0.260.171.000.190.200.170.240.240.140.270.290.53
MVST0.260.110.191.000.150.190.230.250.340.310.290.48
HWM0.560.200.200.151.000.330.170.240.360.360.240.37
APP0.520.220.170.190.331.000.320.260.550.370.330.50
QUBT0.350.200.240.230.170.321.000.550.350.380.580.65
QBTS0.370.200.240.250.240.260.551.000.360.430.650.72
PLTR0.620.190.140.340.360.550.350.361.000.530.410.57
RKLB0.500.300.270.310.360.370.380.430.531.000.450.62
RGTI0.410.200.290.290.240.330.580.650.410.451.000.75
Portfolio0.560.390.530.480.370.500.650.720.570.620.751.00
The correlation results are calculated based on daily price changes starting from May 25, 2023