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AMPT 6SM Proposed 02/17/2025
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

AMPT 6SM Proposed 02/17/2025

Currency in USD · Last updated May 22, 2025

Asset Allocation

USD=X 2%GOOGL 6%NVDA 6%AMZN 6%LLY 5%UNH 5%COST 5%CAT 5%BRK-B 5%META 5%XOM 4%IBM 4%GS 4%KO 4%BLDR 4%PG 4%JPM 4%FDX 4%MO 3%GILD 3%AAPL 1%MSFT 1%V 1%SYK 1%MRVL 1%LRCX 1%NFLX 1%DELL 1%SMCI 1%CDNS 1%AMAT 1%ZS 1%CurrencyCurrencyEquityEquity
PositionCategory/SectorTarget Weight
AAPL
Apple Inc		Technology
1%
AMAT
Applied Materials, Inc.		Technology
1%
AMZN
Amazon.com, Inc.		Consumer Cyclical
6%
BLDR
Builders FirstSource, Inc.		Industrials
4%
BRK-B
Berkshire Hathaway Inc.		Financial Services
5%
CAT
Caterpillar Inc.		Industrials
5%
CDNS
Cadence Design Systems, Inc.		Technology
1%
COST
Costco Wholesale Corporation		Consumer Defensive
5%
DELL
Dell Technologies Inc.		Technology
1%
FDX
FedEx Corporation		Industrials
4%
GILD
Gilead Sciences, Inc.		Healthcare
3%
GOOGL
Alphabet Inc Class A		Communication Services
6%
GS
The Goldman Sachs Group, Inc.		Financial Services
4%
IBM
International Business Machines Corporation		Technology
4%
JPM
JPMorgan Chase & Co.		Financial Services
4%
KO
The Coca-Cola Company		Consumer Defensive
4%
LLY
Eli Lilly and Company		Healthcare
5%
LRCX
Lam Research Corporation		Technology
1%
META
Meta Platforms, Inc.		Communication Services
5%
MO
Altria Group, Inc.		Consumer Defensive
3%
MRVL
Marvell Technology Group Ltd.		Technology
1%
MSFT
Microsoft Corporation		Technology
1%
NFLX
Netflix, Inc.		Communication Services
1%
NVDA
NVIDIA Corporation		Technology
6%
PG
The Procter & Gamble Company		Consumer Defensive
4%
SMCI
Super Micro Computer, Inc.		Technology
1%
SYK
Stryker Corporation		Healthcare
1%
UNH
UnitedHealth Group Incorporated		Healthcare
5%
USD=X
USD Cash
2%
V
Visa Inc.		Financial Services
1%
XOM
Exxon Mobil Corporation		Energy
4%
ZS
Zscaler, Inc.		Technology
1%

S&P 500

Performance

Performance Chart

Loading data...

The earliest data available for this chart is Mar 16, 2018, corresponding to the inception date of ZS

Returns By Period

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		-0.67%10.48%-1.79%10.08%14.60%10.64%
AMPT 6SM Proposed 02/17/20250.32%7.32%-1.93%12.74%29.46%N/A
Portfolio components:
AAPL
Apple Inc		-19.40%0.94%-11.67%5.97%21.04%21.10%
MSFT
Microsoft Corporation		8.33%24.23%10.59%6.46%20.94%27.31%
GOOGL
Alphabet Inc Class A		-9.63%12.81%2.17%-2.66%19.43%20.00%
NVDA
NVIDIA Corporation		-1.08%34.32%-9.42%39.93%71.34%74.59%
LLY
Eli Lilly and Company		-7.01%-13.40%-4.27%-10.31%38.06%27.69%
UNH
UnitedHealth Group Incorporated		-41.10%-30.55%-49.94%-42.19%1.95%11.20%
COST
Costco Wholesale Corporation		11.38%4.11%6.79%27.63%29.60%23.78%
XOM
Exxon Mobil Corporation		-2.53%-4.05%-14.01%-7.72%23.72%6.32%
USD=X
USD Cash		0.00%0.00%0.00%0.00%0.00%0.00%
IBM
International Business Machines Corporation		19.10%7.97%17.73%53.26%23.31%9.21%
CAT
Caterpillar Inc.		-4.02%18.55%-10.63%-1.43%27.73%17.57%
GS
The Goldman Sachs Group, Inc.		4.99%15.05%1.35%32.23%30.28%13.39%
BRK-B
Berkshire Hathaway Inc.		11.09%-3.31%6.67%21.64%23.55%13.29%
KO
The Coca-Cola Company		15.11%-3.73%13.25%16.30%13.00%9.01%
BLDR
Builders FirstSource, Inc.		-23.15%-5.39%-37.56%-33.82%41.77%24.18%
PG
The Procter & Gamble Company		-0.33%-1.70%-3.27%0.77%10.64%10.55%
AMZN
Amazon.com, Inc.		-7.43%17.28%2.38%10.90%10.76%25.25%
META
Meta Platforms, Inc.		8.82%27.24%13.24%36.58%22.18%23.02%
MO
Altria Group, Inc.		15.45%0.82%9.84%38.44%18.58%8.26%
GILD
Gilead Sciences, Inc.		16.37%1.17%20.76%63.34%12.24%3.03%
JPM
JPMorgan Chase & Co.		9.98%10.65%7.71%34.49%27.34%17.83%
FDX
FedEx Corporation		-21.80%5.93%-25.09%-11.38%15.35%3.71%
V
Visa Inc.		13.65%8.20%15.90%30.84%14.21%18.62%
SYK
Stryker Corporation		5.31%8.66%-2.59%13.82%16.73%15.99%
MRVL
Marvell Technology Group Ltd.		-43.91%22.18%-33.34%-15.78%15.98%17.93%
LRCX
Lam Research Corporation		14.65%30.06%13.58%-13.57%27.38%27.98%
NFLX
Netflix, Inc.		33.28%14.19%32.37%85.48%22.58%29.60%
DELL
Dell Technologies Inc.		-1.84%33.15%-18.57%-22.92%40.90%N/A
SMCI
Super Micro Computer, Inc.		35.56%35.12%39.12%-52.68%75.67%28.52%
CDNS
Cadence Design Systems, Inc.		5.38%22.65%3.30%8.12%29.77%31.88%
AMAT
Applied Materials, Inc.		-0.79%16.40%-8.20%-25.72%25.28%24.59%
ZS
Zscaler, Inc.		40.14%28.65%21.96%45.17%26.86%N/A
*Annualized

Monthly Returns

The table below presents the monthly returns of AMPT 6SM Proposed 02/17/2025, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.13%-0.58%-5.12%-2.02%3.24%0.32%
20245.77%9.00%5.42%-3.74%4.66%4.34%1.42%3.88%1.03%-0.82%6.56%-3.85%38.19%
20238.20%0.34%6.27%3.39%6.12%6.87%5.41%0.40%-2.94%-2.51%8.63%4.89%54.35%
2022-5.41%-2.65%4.59%-8.11%1.65%-8.00%9.23%-4.86%-8.88%8.67%8.45%-5.23%-12.48%
2021-0.30%5.40%5.09%4.89%2.45%3.47%1.23%4.63%-5.08%6.82%1.89%5.62%41.92%
20200.50%-6.14%-8.43%13.22%5.03%2.46%6.30%9.05%-1.68%-2.59%11.38%4.04%35.41%
20199.77%1.65%4.25%3.65%-7.86%7.29%2.60%-2.24%0.59%4.67%4.52%2.96%35.45%
2018-5.09%0.22%3.74%0.02%4.33%2.74%0.24%-8.40%1.74%-9.86%-10.92%

Expense Ratio

AMPT 6SM Proposed 02/17/2025 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

The current rank of AMPT 6SM Proposed 02/17/2025 is 54, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of AMPT 6SM Proposed 02/17/2025 is 5454
Overall Rank
The Sharpe Ratio Rank of AMPT 6SM Proposed 02/17/2025 is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of AMPT 6SM Proposed 02/17/2025 is 5454
Sortino Ratio Rank
The Omega Ratio Rank of AMPT 6SM Proposed 02/17/2025 is 5757
Omega Ratio Rank
The Calmar Ratio Rank of AMPT 6SM Proposed 02/17/2025 is 5757
Calmar Ratio Rank
The Martin Ratio Rank of AMPT 6SM Proposed 02/17/2025 is 4646
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
AAPL
Apple Inc		0.180.421.060.120.39
MSFT
Microsoft Corporation		0.250.761.100.430.93
GOOGL
Alphabet Inc Class A		-0.080.161.02-0.04-0.09
NVDA
NVIDIA Corporation		0.650.741.090.380.93
LLY
Eli Lilly and Company		-0.27-0.260.97-0.54-1.00
UNH
UnitedHealth Group Incorporated		-0.94-1.080.80-0.72-2.40
COST
Costco Wholesale Corporation		1.231.561.211.373.91
XOM
Exxon Mobil Corporation		-0.32-0.160.98-0.29-0.62
USD=X
USD Cash		—————
IBM
International Business Machines Corporation		1.872.981.443.6711.12
CAT
Caterpillar Inc.		-0.050.571.070.210.55
GS
The Goldman Sachs Group, Inc.		0.921.541.221.083.52
BRK-B
Berkshire Hathaway Inc.		1.071.681.252.616.25
KO
The Coca-Cola Company		0.941.341.170.942.00
BLDR
Builders FirstSource, Inc.		-0.77-0.670.92-0.50-1.08
PG
The Procter & Gamble Company		0.040.211.030.110.23
AMZN
Amazon.com, Inc.		0.310.781.100.431.10
META
Meta Platforms, Inc.		0.971.501.200.992.98
MO
Altria Group, Inc.		1.942.771.373.598.15
GILD
Gilead Sciences, Inc.		2.253.691.482.7513.15
JPM
JPMorgan Chase & Co.		1.191.771.261.394.62
FDX
FedEx Corporation		-0.30-0.100.98-0.26-0.57
V
Visa Inc.		1.371.991.312.167.52
SYK
Stryker Corporation		0.610.881.120.752.24
MRVL
Marvell Technology Group Ltd.		-0.220.361.05-0.11-0.25
LRCX
Lam Research Corporation		-0.260.091.01-0.20-0.32
NFLX
Netflix, Inc.		2.573.501.484.6014.90
DELL
Dell Technologies Inc.		-0.39-0.070.99-0.27-0.64
SMCI
Super Micro Computer, Inc.		-0.460.021.00-0.55-0.87
CDNS
Cadence Design Systems, Inc.		0.190.651.090.350.70
AMAT
Applied Materials, Inc.		-0.52-0.430.94-0.47-0.79
ZS
Zscaler, Inc.		0.991.581.240.865.32

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.

AMPT 6SM Proposed 02/17/2025 Sharpe ratios as of May 22, 2025 (values are recalculated daily):

  • 1-Year: 0.68
  • 5-Year: 1.59
  • All Time: 1.09

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 0.46 to 0.97, 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 AMPT 6SM Proposed 02/17/2025 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

AMPT 6SM Proposed 02/17/2025 provided a 1.41% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio1.41%1.36%1.62%1.54%1.46%1.87%1.58%1.69%1.52%1.43%1.70%1.34%
Portfolio components:
AAPL
Apple Inc		0.50%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%
MSFT
Microsoft Corporation		0.71%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%
GOOGL
Alphabet Inc Class A		0.47%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NVDA
NVIDIA Corporation		0.02%0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%
LLY
Eli Lilly and Company		0.78%0.67%0.78%1.07%1.23%1.75%1.96%1.95%2.46%2.77%2.37%2.84%
UNH
UnitedHealth Group Incorporated		2.83%1.62%1.38%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%1.39%
COST
Costco Wholesale Corporation		0.47%0.49%2.87%0.76%0.54%3.38%0.86%1.08%4.81%1.09%4.06%0.97%
XOM
Exxon Mobil Corporation		3.81%3.57%3.68%3.22%5.70%8.44%4.92%4.74%3.66%3.30%3.69%2.92%
USD=X
USD Cash		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IBM
International Business Machines Corporation		2.59%3.03%4.05%4.68%4.74%5.17%4.80%5.46%3.85%3.31%3.63%2.65%
CAT
Caterpillar Inc.		1.63%1.49%1.69%1.93%2.07%2.26%2.56%2.58%1.97%3.32%4.33%2.84%
GS
The Goldman Sachs Group, Inc.		1.96%2.01%2.72%2.62%1.70%1.90%1.80%1.89%1.14%1.09%1.41%1.16%
BRK-B
Berkshire Hathaway 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%
KO
The Coca-Cola Company		2.76%3.12%3.12%2.77%2.84%2.99%2.89%3.29%3.23%3.38%3.07%2.89%
BLDR
Builders FirstSource, 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%
PG
The Procter & Gamble Company		2.47%2.36%2.55%2.38%2.08%2.24%2.37%3.09%2.98%3.18%3.32%2.78%
AMZN
Amazon.com, 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%
META
Meta Platforms, Inc.		0.32%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MO
Altria Group, Inc.		6.81%7.65%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%4.06%
GILD
Gilead Sciences, Inc.		2.90%3.33%3.70%3.40%3.91%4.67%3.88%3.65%2.90%2.57%1.27%0.00%
JPM
JPMorgan Chase & Co.		1.94%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%2.49%
FDX
FedEx Corporation		2.52%1.92%1.95%2.42%1.12%1.00%1.72%1.52%0.76%0.78%0.64%0.43%
V
Visa Inc.		0.64%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%
SYK
Stryker Corporation		0.87%0.90%1.02%1.16%0.97%0.96%1.02%1.23%1.13%1.31%1.52%1.34%
MRVL
Marvell Technology Group Ltd.		0.39%0.22%0.40%0.65%0.21%0.50%0.90%1.48%1.12%1.73%2.72%1.66%
LRCX
Lam Research Corporation		1.08%1.19%0.95%1.53%0.78%1.04%1.54%2.79%1.01%1.28%1.36%0.68%
NFLX
Netflix, 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%
DELL
Dell Technologies Inc.		1.66%1.48%1.88%2.46%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SMCI
Super Micro Computer, 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%
CDNS
Cadence Design Systems, 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%
AMAT
Applied Materials, Inc.		1.03%0.93%0.75%1.05%0.60%1.01%1.36%2.14%0.78%1.24%2.14%1.61%
ZS
Zscaler, 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%

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 AMPT 6SM Proposed 02/17/2025. 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 AMPT 6SM Proposed 02/17/2025 was 29.31%, occurring on Mar 23, 2020. Recovery took 54 trading sessions.

The current AMPT 6SM Proposed 02/17/2025 drawdown is 7.14%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.31%Feb 20, 202023Mar 23, 202054Jun 5, 202077
-22.63%Jan 5, 2022193Sep 30, 2022131Apr 3, 2023324
-21.61%Sep 21, 201867Dec 24, 201879Apr 12, 2019146
-17%Feb 20, 202534Apr 8, 2025———
-9.69%May 6, 201921Jun 3, 201928Jul 11, 201949

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 32 assets, with an effective number of assets of 23.81, 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.
^GSPCUSD=XMOPGLLYGILDUNHXOMKOSMCIZSNFLXBLDRCOSTDELLIBMFDXSYKJPMMETACATMRVLAMZNGSBRK-BNVDAAAPLVGOOGLCDNSLRCXAMATMSFTPortfolio
^GSPC1.000.000.310.360.380.370.400.420.420.450.500.540.570.580.590.590.590.630.620.640.620.660.680.670.660.680.720.680.720.710.690.690.770.95
USD=X0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
MO0.310.001.000.400.190.290.270.330.460.100.020.060.210.220.160.330.270.270.330.080.320.070.070.290.410.020.160.240.100.070.100.110.130.30
PG0.360.000.401.000.300.340.340.130.620.090.060.140.150.380.130.340.250.370.220.150.190.130.160.190.370.100.250.340.200.190.160.160.280.33
LLY0.380.000.190.301.000.280.310.160.280.180.180.220.150.310.210.270.170.340.190.250.200.170.240.210.290.230.270.270.250.280.200.220.320.40
GILD0.370.000.290.340.281.000.290.210.330.100.140.200.180.270.180.350.250.310.270.200.270.160.210.260.330.160.260.290.240.200.200.200.260.36
UNH0.400.000.270.340.310.291.000.240.330.120.130.170.200.300.180.310.270.340.310.160.270.170.180.270.390.180.270.330.270.230.190.200.290.40
XOM0.420.000.330.130.160.210.241.000.250.220.070.120.270.160.290.390.360.240.470.160.570.220.150.460.490.160.230.310.230.160.250.270.150.43
KO0.420.000.460.620.280.330.330.251.000.100.060.090.220.360.180.380.300.420.320.140.290.090.140.280.470.080.250.400.230.180.150.160.270.37
SMCI0.450.000.100.090.180.100.120.220.101.000.270.280.360.220.410.300.260.250.280.330.330.420.310.320.240.430.310.280.320.360.450.430.340.49
ZS0.500.000.020.060.180.140.130.070.060.271.000.440.280.340.320.180.250.300.150.420.200.450.530.250.170.490.420.330.440.570.390.390.510.48
NFLX0.540.000.060.140.220.200.170.120.090.280.441.000.250.370.330.220.280.320.230.540.240.430.580.290.260.520.490.390.490.520.400.410.540.53
BLDR0.570.000.210.150.150.180.200.270.220.360.280.251.000.320.390.340.460.350.410.350.480.410.350.470.430.380.370.370.350.390.440.440.340.62
COST0.580.000.220.380.310.270.300.160.360.220.340.370.321.000.310.350.340.400.270.390.280.380.450.310.370.420.460.430.420.470.410.410.500.57
DELL0.590.000.160.130.210.180.180.290.180.410.320.330.390.311.000.410.400.370.410.380.430.490.410.430.390.490.390.400.400.470.510.520.450.59
IBM0.590.000.330.340.270.350.310.390.380.300.180.220.340.350.411.000.420.410.500.280.510.340.280.490.510.300.360.470.360.330.390.400.380.58
FDX0.590.000.270.250.170.250.270.360.300.260.250.280.460.340.400.421.000.360.500.340.530.390.360.520.520.380.400.410.390.370.420.430.390.62
SYK0.630.000.270.370.340.310.340.240.420.250.300.320.350.400.370.410.361.000.400.380.380.340.390.410.470.360.400.540.420.470.380.380.480.57
JPM0.620.000.330.220.190.270.310.470.320.280.150.230.410.270.410.500.500.401.000.300.610.350.300.780.710.330.340.460.360.300.410.410.330.63
META0.640.000.080.150.250.200.160.160.140.330.420.540.350.390.380.280.340.380.301.000.290.500.630.350.300.560.530.440.660.550.490.490.620.66
CAT0.620.000.320.190.200.270.270.570.290.330.200.240.480.280.430.510.530.380.610.291.000.400.300.610.590.350.340.430.360.330.440.450.330.64
MRVL0.660.000.070.130.170.160.170.220.090.420.450.430.410.380.490.340.390.340.350.500.401.000.530.430.330.690.510.400.520.590.690.690.560.67
AMZN0.680.000.070.160.240.210.180.150.140.310.530.580.350.450.410.280.360.390.300.630.300.531.000.360.320.610.600.460.680.610.510.510.700.69
GS0.670.000.290.190.210.260.270.460.280.320.250.290.470.310.430.490.520.410.780.350.610.430.361.000.650.400.400.470.410.380.460.460.380.68
BRK-B0.660.000.410.370.290.330.390.490.470.240.170.260.430.370.390.510.520.470.710.300.590.330.320.651.000.310.410.530.390.330.380.380.390.65
NVDA0.680.000.020.100.230.160.180.160.080.430.490.520.380.420.490.300.380.360.330.560.350.690.610.400.311.000.560.430.570.660.670.670.640.72
AAPL0.720.000.160.250.270.260.270.230.250.310.420.490.370.460.390.360.400.400.340.530.340.510.600.400.410.561.000.490.620.570.520.520.670.66
V0.680.000.240.340.270.290.330.310.400.280.330.390.370.430.400.470.410.540.460.440.430.400.460.470.530.430.491.000.520.500.440.450.570.64
GOOGL0.720.000.100.200.250.240.270.230.230.320.440.490.350.420.400.360.390.420.360.660.360.520.680.410.390.570.620.521.000.580.520.520.720.72
CDNS0.710.000.070.190.280.200.230.160.180.360.570.520.390.470.470.330.370.470.300.550.330.590.610.380.330.660.570.500.581.000.630.630.690.68
LRCX0.690.000.100.160.200.200.190.250.150.450.390.400.440.410.510.390.420.380.410.490.440.690.510.460.380.670.520.440.520.631.000.910.570.70
AMAT0.690.000.110.160.220.200.200.270.160.430.390.410.440.410.520.400.430.380.410.490.450.690.510.460.380.670.520.450.520.630.911.000.570.70
MSFT0.770.000.130.280.320.260.290.150.270.340.510.540.340.500.450.380.390.480.330.620.330.560.700.380.390.640.670.570.720.690.570.571.000.73
Portfolio0.950.000.300.330.400.360.400.430.370.490.480.530.620.570.590.580.620.570.630.660.640.670.690.680.650.720.660.640.720.680.700.700.731.00
The correlation results are calculated based on daily price changes starting from Mar 19, 2018