PICKS OF THE DAY

Asset Allocation

Position	Category/Sector	Target Weight
AEHR Aehr Test Systems	Technology	12.50%
FLGT Fulgent Genetics, Inc.	Healthcare	12.50%
FRHC Freedom Holding Corp.	Financial Services	12.50%
LSCC Lattice Semiconductor Corporation	Technology	12.50%
PERI Perion Network Ltd.	Communication Services	12.50%
SHOP Shopify Inc.	Technology	12.50%
TSLA Tesla, Inc.	Consumer Cyclical	12.50%
XPEL XPEL, Inc.	Consumer Cyclical	12.50%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in PICKS OF THE DAY, 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.

Loading graphics...

The earliest data available for this chart is Oct 3, 2017, corresponding to the inception date of FRHC

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 PICKS OF THE DAY	1.40%	3.43%	7.46%	8.04%	73.53%	12.21%	23.40%	—
Portfolio components:
TSLA Tesla, Inc.	-5.42%	-8.11%	-19.82%	-17.30%	27.53%	22.79%	10.33%	36.16%
SHOP Shopify Inc.	-0.23%	-2.97%	-26.54%	-21.84%	17.49%	35.36%	0.46%	44.74%
XPEL XPEL, Inc.	1.02%	4.03%	-10.42%	34.47%	53.75%	-13.02%	-3.97%	49.44%
FLGT Fulgent Genetics, Inc.	3.40%	15.77%	-37.42%	-30.04%	-5.03%	-19.25%	-30.37%	—
PERI Perion Network Ltd.	-1.70%	12.36%	2.51%	3.92%	19.32%	-37.16%	-11.79%	4.95%
FRHC Freedom Holding Corp.	2.57%	19.28%	24.62%	-12.18%	10.24%	28.62%	21.78%	—
LSCC Lattice Semiconductor Corporation	3.00%	2.20%	29.85%	31.11%	86.53%	0.01%	14.44%	32.82%
AEHR Aehr Test Systems	11.92%	6.44%	119.51%	37.43%	465.31%	10.84%	76.74%	43.34%

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

Monthly Returns

Based on dividend-adjusted daily data since Oct 4, 2017, PICKS OF THE DAY's average daily return is +0.21%, while the average monthly return is +4.34%. At this rate, your investment would double in approximately 1.4 years.

Historically, 68% of months were positive and 32% were negative. The best month was Jan 2023 with a return of +31.9%, while the worst month was Oct 2023 at -23.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PICKS OF THE DAY closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +16.6%, while the worst single day was Mar 16, 2020 at -13.6%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	1.27%	0.27%	2.09%	3.66%									7.46%
2025	-1.50%	-8.33%	-9.82%	5.20%	14.57%	2.15%	6.01%	15.70%	9.40%	-0.71%	4.61%	-1.70%	37.35%
2024	-11.84%	-1.11%	-4.20%	-9.73%	-3.79%	-4.55%	15.48%	-2.92%	1.74%	0.43%	11.47%	5.77%	-6.50%
2023	31.93%	0.64%	4.94%	-7.18%	11.85%	11.33%	5.95%	-0.45%	-11.15%	-23.43%	14.28%	7.88%	42.47%
2022	-23.26%	1.19%	-5.19%	-19.80%	-0.60%	-7.27%	23.84%	1.21%	-8.12%	12.50%	14.47%	-15.38%	-31.70%
2021	13.25%	7.67%	-5.46%	1.40%	2.78%	15.80%	13.35%	8.51%	21.62%	23.36%	-3.79%	3.39%	155.38%

Benchmark Metrics

PICKS OF THE DAY has an annualized alpha of 41.39%, beta of 1.35, and R² of 0.44 versus S&P 500 Index. Calculated based on daily prices since October 04, 2017.

This portfolio captured 252.98% of S&P 500 Index gains but only 78.72% of its losses — a favorable profile for investors.
R² of 0.44 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: 41.39%

Beta: 1.35

R²: 0.44

Upside Capture: 252.98%

Downside Capture: 78.72%

Expense Ratio

PICKS OF THE DAY 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

PICKS OF THE DAY ranks 85 for risk / return — in the top 85% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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	1.84	0.88	+0.96
Sortino ratio Return per unit of downside risk	2.51	1.37	+1.14
Omega ratio Gain probability vs. loss probability	1.31	1.21	+0.10
Calmar ratio Return relative to maximum drawdown	4.44	1.39	+3.05
Martin ratio Return relative to average drawdown	17.28	6.43	+10.84
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
SHOP Shopify Inc.	51	0.29	0.87	1.11	0.55	1.31
XPEL XPEL, Inc.	74	1.17	1.99	1.23	1.64	4.47
FLGT Fulgent Genetics, Inc.	38	-0.08	0.33	1.06	-0.05	-0.15
PERI Perion Network Ltd.	55	0.46	1.00	1.12	0.72	1.33
FRHC Freedom Holding Corp.	46	0.24	0.65	1.08	0.33	0.61
LSCC Lattice Semiconductor Corporation	80	1.29	2.02	1.27	2.88	8.64
AEHR Aehr Test Systems	97	4.18	3.81	1.44	10.98	25.23

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.

PICKS OF THE DAY Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

1-Year: 1.84
5-Year: 0.59
All Time: 1.44

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 1.01 to 1.70, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of PICKS OF THE DAY compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Loading graphics...

Dividends

Dividend yield

PICKS OF THE DAY doesn't pay dividends

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.

Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the PICKS OF THE DAY. 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 PICKS OF THE DAY was 52.93%, occurring on Jun 16, 2022. Recovery took 247 trading sessions.

The current PICKS OF THE DAY drawdown is 3.51%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-52.93%	Nov 5, 2021	154	Jun 16, 2022	247	Jun 12, 2023	401
-47.62%	Feb 20, 2020	20	Mar 18, 2020	56	Jun 8, 2020	76
-46.37%	Jul 18, 2023	434	Apr 8, 2025	112	Sep 18, 2025	546
-30.47%	Feb 12, 2021	63	May 13, 2021	45	Jul 19, 2021	108
-21.1%	Aug 31, 2018	79	Dec 24, 2018	35	Feb 14, 2019	114

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

Loading graphics...

Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 8 assets, with an effective number of assets of 8.00, 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	FLGT	XPEL	FRHC	PERI	AEHR	TSLA	SHOP	LSCC	Portfolio
Benchmark	1.00	0.28	0.36	0.45	0.41	0.41	0.50	0.55	0.61	0.64
FLGT	0.28	1.00	0.21	0.19	0.24	0.21	0.21	0.27	0.25	0.50
XPEL	0.36	0.21	1.00	0.22	0.25	0.26	0.25	0.28	0.30	0.51
FRHC	0.45	0.19	0.22	1.00	0.26	0.25	0.29	0.35	0.35	0.51
PERI	0.41	0.24	0.25	0.26	1.00	0.28	0.30	0.36	0.35	0.55
AEHR	0.41	0.21	0.26	0.25	0.28	1.00	0.32	0.31	0.42	0.65
TSLA	0.50	0.21	0.25	0.29	0.30	0.32	1.00	0.42	0.39	0.60
SHOP	0.55	0.27	0.28	0.35	0.36	0.31	0.42	1.00	0.45	0.63
LSCC	0.61	0.25	0.30	0.35	0.35	0.42	0.39	0.45	1.00	0.64
Portfolio	0.64	0.50	0.51	0.51	0.55	0.65	0.60	0.63	0.64	1.00

The correlation results are calculated based on daily price changes starting from Oct 4, 2017

PICKS OF THE DAY

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