Kamala Harris win - gpt4o: top 10

Asset Allocation

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

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 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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Returns By Period

Position	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	-2.64%	0.25%	7.86%	7.47%	—	—	—	—
Portfolio Kamala Harris win - gpt4o: top 10	-5.41%	-0.30%	16.16%	9.51%	51.00%	9.54%	4.60%	—
Portfolio components:
CAT Caterpillar Inc.	-3.85%	-2.44%	58.52%	50.56%	161.94%	61.01%	32.30%	30.90%
CHPT ChargePoint Holdings, Inc.	-13.12%	13.52%	8.73%	-30.78%	-46.68%	-66.34%	-58.15%	—
MSFT Microsoft Corporation	-2.66%	0.87%	-13.46%	-13.38%	-10.20%	8.53%	11.60%	24.64%
NEE NextEra Energy, Inc.	0.92%	-9.35%	8.44%	4.73%	23.53%	8.52%	6.24%	13.85%
NIO NIO Inc.	-5.80%	-9.15%	5.10%	6.35%	48.07%	-12.05%	-33.73%	—
NVDA NVIDIA Corporation	-6.20%	-1.20%	10.11%	12.58%	46.72%	74.54%	63.58%	68.14%
PLUG Plug Power Inc.	-10.69%	-2.87%	63.20%	46.14%	268.90%	-29.15%	-36.27%	5.29%
TSLA Tesla, Inc.	-6.56%	-1.94%	-13.06%	-14.07%	37.34%	20.89%	14.38%	38.11%
UNH UnitedHealth Group Incorporated	0.76%	8.76%	21.95%	22.48%	38.84%	-4.57%	1.42%	13.14%
VMC Vulcan Materials Company	-0.59%	-4.66%	-0.96%	-4.20%	6.68%	12.31%	10.27%	10.11%

*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 +2.62%. At this rate, an investment would double in approximately 2.2 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%	18.32%	5.44%	-4.74%							16.16%
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 10.20%, beta of 1.51, and R2 of 0.46 versus S&P 500 Index. Calculated based on daily prices since September 17, 2019.

This portfolio captured 184.78% of S&P 500 Index gains and 105.83% of its losses - amplifying both gains and losses, but participating more in upside than downside.
R2 of 0.46 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha: 10.20%

Beta: 1.51

R²: 0.46

Upside Capture: 184.78%

Downside Capture: 105.83%

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 23 for risk / return — below 23% 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

The table below presents risk-adjusted performance metrics for Kamala Harris win - gpt4o: top 10 and compares them with S&P 500 Index.

	Portfolio	Benchmark	Difference
Sharpe ratioReturn per unit of total volatility	1.90	—	—
Sortino ratioReturn per unit of downside risk	2.57	—	—
Omega ratioGain probability vs. loss probability	1.32	—	—
Calmar ratioReturn relative to maximum drawdown	2.29	—	—
Martin ratioReturn relative to average drawdown	4.85	—	—
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.

Position	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
CAT Caterpillar Inc.	98	4.76	5.44	1.69	11.74	38.98
CHPT ChargePoint Holdings, Inc.	17	-0.68	-0.81	0.91	-0.64	-0.96
MSFT Microsoft Corporation	26	-0.41	-0.40	0.95	-0.30	-0.64
NEE NextEra Energy, Inc.	69	1.00	1.49	1.19	1.63	4.77
NIO NIO Inc.	63	0.77	1.51	1.17	1.10	1.98
NVDA NVIDIA Corporation	76	1.35	1.92	1.23	2.32	5.67
PLUG Plug Power Inc.	89	2.43	3.35	1.36	4.78	8.14
TSLA Tesla, Inc.	64	0.84	1.39	1.16	1.25	2.93
UNH UnitedHealth Group Incorporated	67	0.97	1.44	1.22	1.35	2.95
VMC Vulcan Materials Company	47	0.27	0.52	1.07	0.30	0.76

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 Jun 5, 2026 (values are recalculated daily):

1-Year: 1.90
5-Year: 0.15
All Time: 0.91

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 1.84 to 2.81, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

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 0.74% dividend yield over the last twelve months.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	0.74%	0.79%	0.75%	0.77%	0.73%	0.63%	0.74%	0.84%	0.98%	0.87%	1.12%	1.28%
Portfolio components:
CAT Caterpillar Inc.	0.67%	1.02%	1.49%	1.69%	1.93%	2.07%	2.26%	2.56%	2.58%	1.97%	3.32%	4.33%
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%
MSFT Microsoft Corporation	0.85%	0.70%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%
NEE NextEra Energy, Inc.	2.77%	2.82%	2.87%	3.08%	2.03%	1.65%	1.81%	2.06%	2.55%	2.52%	2.91%	2.96%
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%
NVDA NVIDIA Corporation	0.14%	0.02%	0.03%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%
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%
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%
UNH UnitedHealth Group Incorporated	2.21%	2.64%	1.62%	1.38%	1.21%	1.12%	1.38%	1.41%	1.38%	1.30%	1.48%	1.59%
VMC Vulcan Materials Company	0.72%	0.69%	0.72%	0.76%	0.91%	0.71%	0.92%	0.86%	1.13%	0.78%	0.64%	0.42%

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 1.57%.

Related event	Drawdown	Fall	Recovery	Underwater
2025 selloff2025	-44.10%Apr 2025	3y 5mo	5mo 18d	3y 11moNov 2021 - Oct 2025
COVID crash2020	-37.18%Mar 2020	27d	2mo 18d	3mo 15dFeb 2020 - Jun 2020
2026 bear market2026	-22.39%Mar 2026	5mo 24d	1mo 14d	7mo 8dOct 2025 - May 2026
2021 bear market2021	-21.09%May 2021	3mo 29d	5mo 15d	9mo 14dJan 2021 - Oct 2021
2020 correction2020	-11.67%Sep 2020	6d	21d	27dSep 2020 - Sep 2020

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. 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

	1Y	3Y	5Y	All Time
Diversification Ratio	1.82	1.77	1.60	1.62

The portfolio has a diversification ratio of 1.62, in line with the typical range across portfolios. There's room to improve by adding less correlated assets.

Kamala Harris win - gpt4o: top 10 correlation to the S&P 500 Index

Kamala Harris win - gpt4o: top 10 has a 0.62 correlation to S&P 500 Index over the trailing 12 months. This section compares each holding's correlation to the benchmark and to the portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.62
Correlation (3Y) Calculated over the trailing 3-year period	0.62
Correlation (5Y) Calculated over the trailing 5-year period	0.62
Correlation (All Time) Calculated using the full available price history since Sep 17, 2019	0.62

Benchmark Correlations

Correlation vs. S&P 500 Index. NVDA has the highest benchmark correlation at 0.58, while NEE has the lowest at 0.09.

0.09

0.19

0.26

0.37

0.39

0.47

0.50

0.53

0.57

0.58

Portfolio Correlations

Correlation vs. Kamala Harris win - gpt4o: top 10. PLUG has the highest portfolio correlation at 0.77, while UNH has the lowest at 0.25.

0.25

0.33

0.48

0.50

0.55

0.60

0.65

0.67

0.69

0.77

Asset Correlations Table

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

	UNH	NEE	NIO	VMC	CAT	MSFT	CHPT	TSLA	NVDA	PLUG
UNH	1.00	0.24	0.07	0.23	0.23	0.23	0.04	0.10	0.13	0.14
NEE	0.24	1.00	0.16	0.26	0.20	0.23	0.16	0.17	0.14	0.24
NIO	0.07	0.16	1.00	0.22	0.24	0.25	0.40	0.40	0.32	0.44
VMC	0.23	0.26	0.22	1.00	0.52	0.34	0.27	0.26	0.30	0.29
CAT	0.23	0.20	0.24	0.52	1.00	0.25	0.32	0.25	0.32	0.32
MSFT	0.23	0.23	0.25	0.34	0.25	1.00	0.26	0.42	0.63	0.30
CHPT	0.04	0.16	0.40	0.27	0.32	0.26	1.00	0.39	0.32	0.59
TSLA	0.10	0.17	0.40	0.26	0.25	0.42	0.39	1.00	0.44	0.41
NVDA	0.13	0.14	0.32	0.30	0.32	0.63	0.32	0.44	1.00	0.33
PLUG	0.14	0.24	0.44	0.29	0.32	0.30	0.59	0.41	0.33	1.00

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

Diversification Analysis

Find what Kamala Harris win - gpt4o: top 10 is missing

See which holdings overlap, where Kamala Harris win - gpt4o: top 10 is concentrated, and which low-correlation assets could fill the gaps.

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