Kamala Harris win - gpt4o: top 10
If Kamala Harris were to win the presidency, potential stock gains would likely reflect her policies and the Democratic platform, which generally emphasize environmental sustainability, renewable energy, healthcare, technology, and infrastructure investment. Here's a list of sectors and potential companies that could benefit from her administration:
1. Renewable Energy and Clean Tech Tesla Inc. (TSLA): A leader in electric vehicles (EVs) and battery technology, Tesla stands to benefit from a push toward reducing carbon emissions and promoting clean energy.
NextEra Energy (NEE): One of the largest renewable energy providers in the U.S., especially in wind and solar energy.
Plug Power Inc. (PLUG): A company focusing on hydrogen fuel cells, which could see growth under policies favoring green energy technologies.
2. Electric Vehicle Infrastructure ChargePoint Holdings (CHPT): One of the largest electric vehicle charging networks in the U.S., and a focus on infrastructure could benefit this company.
NIO Inc. (NIO): A China-based EV maker, NIO may gain indirectly due to global policy shifts toward electric vehicles.
3. Infrastructure and Construction Caterpillar Inc. (CAT): A major player in construction and heavy equipment, Caterpillar could benefit from infrastructure spending and green construction projects.
Vulcan Materials (VMC): A key supplier of construction aggregates, Vulcan would likely see gains from increased infrastructure spending.
4. Technology and AI NVIDIA Corporation (NVDA): With increased focus on AI, data centers, and green technology, NVIDIA could see additional growth.
Microsoft Corporation (MSFT): Strong in AI and cloud computing, Microsoft could benefit from policies favoring tech innovation.
5. Healthcare UnitedHealth Group (UNH): Potential expansion of healthcare access and policies could boost healthcare stocks, especially large managed healthcare companies like UnitedHealth.
While these companies and sectors might stand to benefit from a Harris presidency, it’s important to monitor how specific policy proposals develop and the legislative environment that follows an election.
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% |
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.
The earliest data available for this chart is Sep 16, 2019, corresponding to the inception date of CHPT
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -6.06% | -3.27% | -4.87% | 9.44% | 14.30% | 10.11% |
| Kamala Harris win - gpt4o: top 10 | -20.82% | -1.52% | -13.71% | 28.51% | 32.68% | N/A |
| Portfolio components: | ||||||
TSLA Tesla, Inc. | -29.44% | 4.74% | 5.85% | 67.44% | 42.71% | 34.01% |
NEE NextEra Energy, Inc. | -7.05% | -5.22% | -17.62% | 1.57% | 4.48% | 12.65% |
PLUG Plug Power Inc. | -61.90% | -44.41% | -62.25% | -65.90% | -28.74% | -10.91% |
CHPT ChargePoint Holdings, Inc. | -37.65% | -0.33% | -47.47% | -47.06% | -41.63% | N/A |
NIO NIO Inc. | -7.57% | -4.50% | -23.38% | -2.42% | 6.53% | N/A |
CAT Caterpillar Inc. | -14.79% | -9.71% | -19.91% | -7.85% | 24.44% | 16.54% |
VMC Vulcan Materials Company | -3.75% | 4.21% | -3.32% | -3.72% | 20.68% | 12.59% |
NVDA NVIDIA Corporation | -17.33% | -2.42% | -21.56% | 34.39% | 72.99% | 70.63% |
MSFT Microsoft Corporation | -6.85% | 0.48% | -8.11% | -1.05% | 18.64% | 24.96% |
UNH UnitedHealth Group Incorporated | -16.89% | -19.21% | -25.24% | -13.88% | 9.14% | 15.33% |
Monthly Returns
The table below presents the monthly returns of Kamala Harris win - gpt4o: top 10, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -4.22% | -10.15% | -10.54% | 2.85% | -20.82% | ||||||||
| 2024 | -5.21% | 12.90% | 2.28% | -3.09% | 13.60% | 7.15% | 2.55% | -1.68% | 8.89% | 1.41% | 12.87% | 2.11% | 65.69% |
| 2023 | 23.89% | 2.38% | 1.41% | -12.29% | 14.21% | 17.87% | 9.96% | -7.65% | -6.95% | -12.65% | 10.51% | 5.85% | 46.61% |
| 2022 | -15.71% | -1.67% | 13.49% | -20.69% | -6.67% | -5.23% | 18.03% | 0.57% | -12.62% | -12.62% | 0.46% | -21.38% | -52.77% |
| 2021 | 26.40% | -16.39% | -11.72% | -1.85% | -2.04% | 17.42% | -10.28% | -0.80% | -3.14% | 30.05% | 4.01% | -13.17% | 6.65% |
| 2020 | 9.49% | 1.09% | -12.22% | 17.13% | 7.01% | 26.89% | 17.01% | 43.19% | 0.20% | 6.44% | 51.44% | 11.66% | 366.81% |
| 2019 | -5.93% | 7.15% | 10.71% | 8.52% | 21.11% |
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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Kamala Harris win - gpt4o: top 10 is 63, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
TSLA Tesla, Inc. | 1.30 | 2.13 | 1.25 | 1.60 | 4.27 |
NEE NextEra Energy, Inc. | 0.09 | 0.32 | 1.04 | 0.11 | 0.23 |
PLUG Plug Power Inc. | -0.74 | -1.14 | 0.88 | -0.69 | -1.72 |
CHPT ChargePoint Holdings, Inc. | -0.59 | -0.56 | 0.94 | -0.51 | -1.06 |
NIO NIO Inc. | 0.01 | 0.55 | 1.06 | 0.01 | 0.02 |
CAT Caterpillar Inc. | -0.45 | -0.47 | 0.94 | -0.42 | -1.19 |
VMC Vulcan Materials Company | -0.15 | -0.03 | 1.00 | -0.16 | -0.37 |
NVDA NVIDIA Corporation | 0.58 | 1.16 | 1.14 | 0.94 | 2.47 |
MSFT Microsoft Corporation | -0.13 | -0.01 | 1.00 | -0.13 | -0.30 |
UNH UnitedHealth Group Incorporated | -0.34 | -0.19 | 0.97 | -0.39 | -1.06 |
Dividends
Dividend yield
Kamala Harris win - gpt4o: top 10 provided a 0.86% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.86% | 0.75% | 0.77% | 0.73% | 0.72% | 0.74% | 0.84% | 0.98% | 0.87% | 1.12% | 1.28% | 1.15% |
| 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. | 3.19% | 2.87% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% | 2.73% |
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. | 1.84% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
VMC Vulcan Materials Company | 0.76% | 0.72% | 0.76% | 0.91% | 1.68% | 0.92% | 0.86% | 1.13% | 0.78% | 0.64% | 0.42% | 0.33% |
NVDA NVIDIA Corporation | 0.04% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
MSFT Microsoft Corporation | 0.81% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
UNH UnitedHealth Group Incorporated | 2.01% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
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.
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 65.32%, occurring on Dec 27, 2022. The portfolio has not yet recovered.
The current Kamala Harris win - gpt4o: top 10 drawdown is 30.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.32% | Jan 27, 2021 | 484 | Dec 27, 2022 | — | — | — |
| -39.18% | Feb 20, 2020 | 20 | Mar 18, 2020 | 54 | Jun 4, 2020 | 74 |
| -17.1% | Sep 2, 2020 | 4 | Sep 8, 2020 | 17 | Oct 1, 2020 | 21 |
| -8.65% | Sep 20, 2019 | 9 | Oct 2, 2019 | 16 | Oct 24, 2019 | 25 |
| -8.2% | Jan 14, 2021 | 2 | Jan 15, 2021 | 6 | Jan 26, 2021 | 8 |
Volatility
Volatility Chart
The current Kamala Harris win - gpt4o: top 10 volatility is 23.05%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
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
| ^GSPC | UNH | NEE | CAT | CHPT | NIO | VMC | TSLA | PLUG | NVDA | MSFT | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.38 | 0.42 | 0.59 | 0.40 | 0.40 | 0.61 | 0.52 | 0.46 | 0.68 | 0.77 | 0.69 |
| UNH | 0.38 | 1.00 | 0.27 | 0.25 | 0.01 | 0.07 | 0.25 | 0.11 | 0.11 | 0.15 | 0.27 | 0.15 |
| NEE | 0.42 | 0.27 | 1.00 | 0.20 | 0.16 | 0.16 | 0.27 | 0.18 | 0.26 | 0.17 | 0.30 | 0.23 |
| CAT | 0.59 | 0.25 | 0.20 | 1.00 | 0.30 | 0.26 | 0.53 | 0.23 | 0.32 | 0.31 | 0.28 | 0.37 |
| CHPT | 0.40 | 0.01 | 0.16 | 0.30 | 1.00 | 0.44 | 0.27 | 0.40 | 0.59 | 0.33 | 0.27 | 0.54 |
| NIO | 0.40 | 0.07 | 0.16 | 0.26 | 0.44 | 1.00 | 0.24 | 0.44 | 0.48 | 0.34 | 0.28 | 0.65 |
| VMC | 0.61 | 0.25 | 0.27 | 0.53 | 0.27 | 0.24 | 1.00 | 0.29 | 0.32 | 0.34 | 0.38 | 0.40 |
| TSLA | 0.52 | 0.11 | 0.18 | 0.23 | 0.40 | 0.44 | 0.29 | 1.00 | 0.43 | 0.46 | 0.45 | 0.78 |
| PLUG | 0.46 | 0.11 | 0.26 | 0.32 | 0.59 | 0.48 | 0.32 | 0.43 | 1.00 | 0.37 | 0.33 | 0.67 |
| NVDA | 0.68 | 0.15 | 0.17 | 0.31 | 0.33 | 0.34 | 0.34 | 0.46 | 0.37 | 1.00 | 0.66 | 0.69 |
| MSFT | 0.77 | 0.27 | 0.30 | 0.28 | 0.27 | 0.28 | 0.38 | 0.45 | 0.33 | 0.66 | 1.00 | 0.58 |
| Portfolio | 0.69 | 0.15 | 0.23 | 0.37 | 0.54 | 0.65 | 0.40 | 0.78 | 0.67 | 0.69 | 0.58 | 1.00 |