Kamala Harris win - gpt4o: top 10

Asset Allocation

Position	Category/Sector	Target Weight
CAT Caterpillar Inc.	Industrials	10%
CHPT ChargePoint Holdings, Inc.	Consumer Cyclical	10%
MSFT Microsoft Corporation	Technology	10%
NEE NextEra Energy, Inc.	Utilities	10%
NIO NIO Inc.	Consumer Cyclical	10%
NVDA NVIDIA Corporation	Technology	10%
PLUG Plug Power Inc.	Industrials	10%
TSLA Tesla, Inc.	Consumer Cyclical	10%
UNH UnitedHealth Group Incorporated	Healthcare	10%
VMC Vulcan Materials Company	Basic Materials	10%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Kamala Harris win - gpt4o: top 10, 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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The earliest data available for this chart is Sep 16, 2019, corresponding to the inception date of CHPT

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-3.43%	-3.84%	-1.98%	16.08%	16.86%	10.37%	12.29%
Portfolio Kamala Harris win - gpt4o: top 10	0.48%	-1.15%	-0.70%	-11.62%	28.45%	5.19%	1.89%	—
Portfolio components:
TSLA Tesla, Inc.	-5.42%	-8.11%	-19.82%	-17.30%	27.53%	22.79%	10.33%	36.16%
NEE NextEra Energy, Inc.	0.32%	0.60%	16.82%	20.77%	36.09%	9.87%	6.95%	15.01%
PLUG Plug Power Inc.	7.11%	8.07%	22.34%	-14.84%	82.58%	-39.93%	-41.53%	1.73%
CHPT ChargePoint Holdings, Inc.	-1.65%	-25.66%	-28.01%	-58.90%	-60.45%	-71.63%	-61.92%	—
NIO NIO Inc.	1.61%	37.25%	23.53%	-20.15%	65.79%	-13.69%	-30.79%	—
CAT Caterpillar Inc.	-1.79%	-0.69%	25.49%	46.96%	117.26%	48.52%	27.57%	28.19%
VMC Vulcan Materials Company	-0.09%	-6.53%	-1.69%	-7.41%	17.39%	18.30%	11.85%	11.14%
NVDA NVIDIA Corporation	0.93%	-1.47%	-4.88%	-6.08%	60.69%	85.17%	66.71%	70.07%
MSFT Microsoft Corporation	1.11%	-7.54%	-22.60%	-27.29%	-1.52%	10.00%	9.94%	22.58%
UNH UnitedHealth Group Incorporated	1.20%	-3.39%	-15.36%	-20.48%	-45.51%	-15.89%	-3.82%	9.69%

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

Monthly Returns

Based on dividend-adjusted daily data since Sep 17, 2019, Kamala Harris win - gpt4o: top 10's average daily return is +0.12%, while the average monthly return is +2.46%. At this rate, your investment would double in approximately 2.4 years.

Historically, 56% of months were positive and 44% were negative. The best month was Nov 2020 with a return of +38.1%, while the worst month was Apr 2022 at -17.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Kamala Harris win - gpt4o: top 10 closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +10.4%, while the worst single day was Mar 16, 2020 at -12.9%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	-0.56%	-0.21%	-1.51%	1.59%									-0.70%
2025	-1.81%	-9.36%	-6.87%	-3.27%	6.41%	8.00%	2.66%	8.33%	15.47%	4.28%	-9.14%	-2.74%	9.02%
2024	-5.54%	5.95%	1.90%	-7.77%	12.53%	-4.42%	9.86%	-5.42%	8.45%	-5.42%	7.47%	-4.58%	10.56%
2023	16.16%	-1.29%	1.72%	-7.90%	7.12%	11.56%	10.55%	-11.15%	-8.51%	-12.13%	3.04%	7.05%	11.80%
2022	-14.02%	-1.10%	11.45%	-17.18%	-1.92%	-3.91%	13.41%	0.38%	-12.02%	-2.68%	7.05%	-10.97%	-31.28%
2021	11.52%	-6.59%	-2.72%	1.46%	0.08%	11.88%	-5.63%	2.33%	-5.53%	21.57%	3.44%	-6.84%	23.07%

Benchmark Metrics

Kamala Harris win - gpt4o: top 10 has an annualized alpha of 13.22%, beta of 1.22, and R² of 0.57 versus S&P 500 Index. Calculated based on daily prices since September 17, 2019.

This portfolio captured 170.90% of S&P 500 Index gains and 112.22% of its losses — amplifying both gains and losses, but participating more in upside than downside.
This portfolio generated an annualized alpha of 13.22% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Alpha: 13.22%

Beta: 1.22

R²: 0.57

Upside Capture: 170.90%

Downside Capture: 112.22%

Expense Ratio

Kamala Harris win - gpt4o: top 10 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

Kamala Harris win - gpt4o: top 10 ranks 22 for risk / return — below 22% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	0.95	0.88	+0.07
Sortino ratio Return per unit of downside risk	1.52	1.37	+0.15
Omega ratio Gain probability vs. loss probability	1.18	1.21	-0.03
Calmar ratio Return relative to maximum drawdown	1.32	1.39	-0.06
Martin ratio Return relative to average drawdown	2.85	6.43	-3.58
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
TSLA Tesla, Inc.	60	0.50	1.10	1.13	1.25	3.01
NEE NextEra Energy, Inc.	79	1.41	1.88	1.26	3.17	7.01
PLUG Plug Power Inc.	68	0.72	2.00	1.21	1.48	2.42
CHPT ChargePoint Holdings, Inc.	10	-0.84	-1.24	0.85	-0.82	-1.37
NIO NIO Inc.	69	1.06	1.82	1.20	1.44	2.70
CAT Caterpillar Inc.	96	3.39	4.01	1.54	6.61	23.24
VMC Vulcan Materials Company	59	0.68	1.06	1.14	0.85	2.82
NVDA NVIDIA Corporation	81	1.47	2.17	1.27	3.02	7.54
MSFT Microsoft Corporation	35	-0.06	0.11	1.01	-0.05	-0.12
UNH UnitedHealth Group Incorporated	11	-0.89	-1.09	0.82	-0.76	-1.00

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.

Kamala Harris win - gpt4o: top 10 Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

1-Year: 0.95
5-Year: 0.06
All Time: 0.84

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 1.00 to 1.70, 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 Kamala Harris win - gpt4o: top 10 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

Kamala Harris win - gpt4o: top 10 provided a 0.82% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	0.82%	0.79%	0.75%	0.77%	0.73%	0.63%	0.74%	0.84%	0.98%	0.87%	1.12%	1.28%
Portfolio components:
TSLA Tesla, 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%
NEE NextEra Energy, Inc.	2.49%	2.82%	2.87%	3.08%	2.03%	1.65%	1.81%	2.06%	2.55%	2.52%	2.91%	2.96%
PLUG Plug Power 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%
CHPT ChargePoint 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%
NIO NIO 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%
CAT Caterpillar Inc.	0.83%	1.02%	1.49%	1.69%	1.93%	2.07%	2.26%	2.56%	2.58%	1.97%	3.32%	4.33%
VMC Vulcan Materials Company	0.71%	0.69%	0.72%	0.76%	0.91%	0.71%	0.92%	0.86%	1.13%	0.78%	0.64%	0.42%
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%
MSFT Microsoft Corporation	0.93%	0.70%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%
UNH UnitedHealth Group Incorporated	3.19%	2.64%	1.62%	1.38%	1.21%	1.12%	1.38%	1.41%	1.38%	1.30%	1.48%	1.59%

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 Kamala Harris win - gpt4o: top 10. 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 Kamala Harris win - gpt4o: top 10 was 44.10%, occurring on Apr 21, 2025. Recovery took 116 trading sessions.

The current Kamala Harris win - gpt4o: top 10 drawdown is 17.73%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-44.1%	Nov 9, 2021	864	Apr 21, 2025	116	Oct 6, 2025	980
-37.18%	Feb 20, 2020	20	Mar 18, 2020	54	Jun 4, 2020	74
-22.39%	Oct 7, 2025	120	Mar 30, 2026	—	—	—
-21.09%	Jan 14, 2021	83	May 13, 2021	114	Oct 25, 2021	197
-11.67%	Sep 2, 2020	4	Sep 8, 2020	15	Sep 29, 2020	19

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 indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

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

	Benchmark	UNH	NEE	NIO	CAT	VMC	CHPT	TSLA	NVDA	MSFT	PLUG	Portfolio
Benchmark	1.00	0.36	0.38	0.38	0.60	0.58	0.40	0.53	0.67	0.74	0.45	0.72
UNH	0.36	1.00	0.25	0.07	0.24	0.24	0.03	0.10	0.13	0.23	0.14	0.25
NEE	0.38	0.25	1.00	0.16	0.20	0.27	0.16	0.18	0.15	0.25	0.25	0.33
NIO	0.38	0.07	0.16	1.00	0.25	0.22	0.41	0.41	0.32	0.26	0.44	0.68
CAT	0.60	0.24	0.20	0.25	1.00	0.52	0.31	0.25	0.32	0.27	0.33	0.50
VMC	0.58	0.24	0.27	0.22	0.52	1.00	0.27	0.27	0.31	0.35	0.29	0.48
CHPT	0.40	0.03	0.16	0.41	0.31	0.27	1.00	0.39	0.32	0.27	0.59	0.69
TSLA	0.53	0.10	0.18	0.41	0.25	0.27	0.39	1.00	0.45	0.42	0.41	0.65
NVDA	0.67	0.13	0.15	0.32	0.32	0.31	0.32	0.45	1.00	0.64	0.34	0.60
MSFT	0.74	0.23	0.25	0.26	0.27	0.35	0.27	0.42	0.64	1.00	0.31	0.56
PLUG	0.45	0.14	0.25	0.44	0.33	0.29	0.59	0.41	0.34	0.31	1.00	0.77
Portfolio	0.72	0.25	0.33	0.68	0.50	0.48	0.69	0.65	0.60	0.56	0.77	1.00

The correlation results are calculated based on daily price changes starting from Sep 17, 2019

Kamala Harris win - gpt4o: top 10

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table