Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
IWL iShares Russell Top 200 ETF | Large Cap Growth Equities | 20% |
OEF iShares S&P 100 ETF | Large Cap Growth Equities | 20% |
SPMO Invesco S&P 500 Momentum ETF | S&P 500 | 20% |
VOO Vanguard S&P 500 ETF | S&P 500 | 20% |
XLG Invesco S&P 500 Top 50 ETF | S&P 500 | 20% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Seeking alpha top 5 for 10 yrs 11/19/25, 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 Oct 12, 2015, corresponding to the inception date of SPMO
Returns By Period
As of Apr 2, 2026, the Seeking alpha top 5 for 10 yrs 11/19/25 returned -5.11% Year-To-Date and 15.55% of annualized return in the last 10 years.
| 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 Seeking alpha top 5 for 10 yrs 11/19/25 | 0.07% | -3.43% | -5.11% | -3.32% | 19.26% | 21.87% | 13.97% | 15.55% |
| Portfolio components: | ||||||||
SPMO Invesco S&P 500 Momentum ETF | 0.21% | -3.49% | -3.57% | -4.50% | 22.96% | 28.37% | 17.71% | 17.43% |
XLG Invesco S&P 500 Top 50 ETF | -0.04% | -3.35% | -7.21% | -4.60% | 18.96% | 21.75% | 13.95% | 15.73% |
OEF iShares S&P 100 ETF | 0.01% | -3.61% | -6.31% | -3.64% | 18.53% | 20.77% | 13.32% | 15.09% |
IWL iShares Russell Top 200 ETF | 0.04% | -3.38% | -4.92% | -2.53% | 17.80% | 19.63% | 12.43% | 14.89% |
VOO Vanguard S&P 500 ETF | 0.11% | -3.33% | -3.55% | -1.41% | 17.60% | 18.47% | 11.96% | 14.19% |
Monthly Returns
Based on dividend-adjusted daily data since Oct 13, 2015, Seeking alpha top 5 for 10 yrs 11/19/25's average daily return is +0.06%, while the average monthly return is +1.27%. At this rate, your investment would double in approximately 4.6 years.
Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +12.6%, while the worst month was Mar 2020 at -10.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, Seeking alpha top 5 for 10 yrs 11/19/25 closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +10.1%, while the worst single day was Mar 16, 2020 at -11.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.52% | -1.71% | -5.01% | 1.11% | -5.11% | ||||||||
| 2025 | 2.90% | -1.34% | -6.48% | -0.11% | 7.87% | 5.88% | 2.81% | 1.72% | 4.19% | 2.75% | -0.41% | -0.13% | 20.63% |
| 2024 | 2.94% | 6.80% | 3.12% | -4.15% | 6.05% | 5.28% | -0.01% | 2.60% | 2.12% | -0.57% | 5.86% | -1.05% | 32.38% |
| 2023 | 5.06% | -2.61% | 4.69% | 2.21% | 0.63% | 6.12% | 3.01% | -0.49% | -4.08% | -1.75% | 9.30% | 4.49% | 28.98% |
| 2022 | -5.28% | -3.30% | 4.04% | -9.49% | 0.11% | -7.90% | 9.10% | -4.23% | -8.83% | 8.43% | 4.67% | -5.60% | -18.84% |
| 2021 | -0.62% | 1.16% | 3.73% | 5.48% | 0.07% | 3.97% | 2.52% | 3.58% | -4.76% | 7.46% | -0.76% | 3.61% | 27.89% |
Benchmark Metrics
Seeking alpha top 5 for 10 yrs 11/19/25 has an annualized alpha of 3.08%, beta of 0.99, and R² of 0.98 versus S&P 500 Index. Calculated based on daily prices since October 13, 2015.
- This portfolio captured 108.53% of S&P 500 Index gains but only 94.40% of its losses — a favorable profile for investors.
- This portfolio generated an annualized alpha of 3.08% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- With beta of 0.99 and R² of 0.98, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 3.08%
- Beta
- 0.99
- R²
- 0.98
- Upside Capture
- 108.53%
- Downside Capture
- 94.40%
Expense Ratio
Seeking alpha top 5 for 10 yrs 11/19/25 has an expense ratio of 0.14%, 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.
Return for Risk
Risk / Return Rank
Seeking alpha top 5 for 10 yrs 11/19/25 ranks 35 for risk / return — below 35% 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.
Return / Risk — by metrics
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.88 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.37 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.39 | +0.29 |
Martin ratioReturn relative to average drawdown | 6.86 | 6.43 | +0.43 |
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 | |
|---|---|---|---|---|---|---|
SPMO Invesco S&P 500 Momentum ETF | 58 | 1.01 | 1.55 | 1.23 | 1.91 | 6.68 |
XLG Invesco S&P 500 Top 50 ETF | 51 | 0.95 | 1.49 | 1.22 | 1.58 | 5.46 |
OEF iShares S&P 100 ETF | 53 | 0.96 | 1.50 | 1.22 | 1.61 | 6.30 |
IWL iShares Russell Top 200 ETF | 54 | 0.97 | 1.48 | 1.22 | 1.57 | 6.72 |
VOO Vanguard S&P 500 ETF | 54 | 0.98 | 1.49 | 1.23 | 1.53 | 7.13 |
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Dividends
Dividend yield
Seeking alpha top 5 for 10 yrs 11/19/25 provided a 0.94% dividend yield over the last twelve months.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.94% | 0.84% | 0.90% | 1.31% | 1.56% | 0.98% | 1.36% | 1.74% | 1.83% | 1.58% | 2.00% | 1.76% |
| Portfolio components: | ||||||||||||
SPMO Invesco S&P 500 Momentum ETF | 0.88% | 0.73% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% |
XLG Invesco S&P 500 Top 50 ETF | 0.70% | 0.64% | 0.72% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% |
OEF iShares S&P 100 ETF | 0.98% | 0.81% | 1.03% | 1.19% | 1.55% | 1.06% | 1.43% | 1.87% | 2.09% | 1.81% | 2.07% | 2.11% |
IWL iShares Russell Top 200 ETF | 0.95% | 0.90% | 1.04% | 1.30% | 1.54% | 1.12% | 1.30% | 1.96% | 1.93% | 1.69% | 1.96% | 2.14% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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 Seeking alpha top 5 for 10 yrs 11/19/25. 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 Seeking alpha top 5 for 10 yrs 11/19/25 was 31.90%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.
The current Seeking alpha top 5 for 10 yrs 11/19/25 drawdown is 6.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.9% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -24.89% | Jan 5, 2022 | 186 | Sep 30, 2022 | 299 | Dec 8, 2023 | 485 |
| -20.23% | Oct 2, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -19.6% | Feb 20, 2025 | 34 | Apr 8, 2025 | 52 | Jun 24, 2025 | 86 |
| -11.48% | Nov 4, 2015 | 68 | Feb 11, 2016 | 45 | Apr 18, 2016 | 113 |
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 5 assets, with an effective number of assets of 5.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| Benchmark | SPMO | XLG | IWL | VOO | OEF | Portfolio | |
|---|---|---|---|---|---|---|---|
| Benchmark | 1.00 | 0.78 | 0.96 | 0.98 | 1.00 | 0.98 | 0.98 |
| SPMO | 0.78 | 1.00 | 0.78 | 0.79 | 0.78 | 0.78 | 0.85 |
| XLG | 0.96 | 0.78 | 1.00 | 0.97 | 0.95 | 0.99 | 0.98 |
| IWL | 0.98 | 0.79 | 0.97 | 1.00 | 0.98 | 0.98 | 0.98 |
| VOO | 1.00 | 0.78 | 0.95 | 0.98 | 1.00 | 0.98 | 0.98 |
| OEF | 0.98 | 0.78 | 0.99 | 0.98 | 0.98 | 1.00 | 0.98 |
| Portfolio | 0.98 | 0.85 | 0.98 | 0.98 | 0.98 | 0.98 | 1.00 |