Mongelli stocks 05/13/2024
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification
Mongelli stocks 05/13/2024
Currency in USD · Last updated May 9, 2025
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AAPL Apple Inc | Technology | 8.60% |
COP ConocoPhillips Company | Energy | 6.40% |
COST Costco Wholesale Corporation | Consumer Defensive | 2.30% |
CPK Chesapeake Utilities Corporation | Utilities | 1% |
DELL Dell Technologies Inc. | Technology | 2.20% |
FSLR First Solar, Inc. | Technology | 3% |
GOOGL Alphabet Inc Class A | Communication Services | 2% |
HD The Home Depot, Inc. | Consumer Cyclical | 2.20% |
INTC Intel Corporation | Technology | 2.10% |
LLY Eli Lilly and Company | Healthcare | 2.50% |
MGK Vanguard Mega Cap Growth ETF | Large Cap Blend Equities | 5% |
MSFT Microsoft Corporation | Technology | 9.10% |
MSI Motorola Solutions, Inc. | Technology | 7.30% |
NEE NextEra Energy, Inc. | Utilities | 4.80% |
NFLX Netflix, Inc. | Communication Services | 2.60% |
NOC Northrop Grumman Corporation | Industrials | 1% |
PGR The Progressive Corporation | Financial Services | 2.10% |
QQQ Invesco QQQ | Large Cap Blend Equities | 3.50% |
ROBO ROBO Global Robotics & Automation Index ETF | Robotics, Technology Equities | 2.90% |
SMH | 2.80% | |
TMO | 2.40% | |
TMUS | 3.60% | |
UNH | 1.80% | |
USD=X | 1.70% | |
XLE | 5.40% | |
XLK | 5.50% | |
XOM | 1.70% | |
ZS | 2.30% | |
ZTS | 2.20% |
Every 3 months
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Mongelli stocks 05/13/2024, 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.
Mongelli stocks 05/13/2024
Benchmark (^GSPC)
Portfolio components
The earliest data available for this chart is Aug 17, 2016, corresponding to the inception date of DELL
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.70% | 13.67% | -5.18% | 9.18% | 14.14% | 10.43% |
| Mongelli stocks 05/13/2024 | -3.86% | 12.19% | -6.82% | 5.52% | 20.98% | N/A |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 4.16% | 23.58% | 3.41% | 7.55% | 19.18% | 26.84% |
NFLX Netflix, Inc. | 28.40% | 31.48% | 43.68% | 87.77% | 20.53% | 29.88% |
AAPL Apple Inc | -21.05% | 14.54% | -12.99% | 8.58% | 20.43% | 21.49% |
HD The Home Depot, Inc. | -5.61% | 8.84% | -7.59% | 10.36% | 11.48% | 15.26% |
NEE NextEra Energy, Inc. | -3.92% | 6.57% | -7.07% | -3.58% | 5.85% | 13.48% |
COP ConocoPhillips Company | -9.71% | 7.45% | -19.78% | -25.99% | 18.86% | 6.42% |
COST Costco Wholesale Corporation | 10.24% | 11.03% | 10.53% | 32.68% | 27.93% | 23.66% |
GOOGL Alphabet Inc Class A | -18.41% | 6.62% | -14.45% | -8.48% | 16.86% | 19.02% |
LLY Eli Lilly and Company | -2.49% | 3.47% | -5.45% | -2.41% | 37.54% | 28.61% |
TMO | -20.97% | -2.03% | -25.99% | -28.18% | 4.38% | N/A |
TMUS | 12.50% | 0.48% | 7.66% | 54.14% | 20.04% | N/A |
UNH | -23.46% | -30.29% | -35.80% | -22.16% | 7.38% | N/A |
XLK | -6.14% | 21.22% | -7.92% | 7.10% | 18.40% | N/A |
XOM | -0.51% | 5.26% | -10.94% | -5.60% | 22.95% | N/A |
INTC Intel Corporation | 4.74% | 15.83% | -19.94% | -29.56% | -16.44% | -1.91% |
ZTS | -0.12% | 12.35% | -6.61% | -0.86% | 5.86% | N/A |
DELL Dell Technologies Inc. | -15.63% | 33.40% | -29.48% | -25.61% | 34.91% | N/A |
MSI Motorola Solutions, Inc. | -10.99% | 3.96% | -12.24% | 15.43% | 26.23% | 23.31% |
NOC Northrop Grumman Corporation | 3.68% | -1.54% | -6.14% | 4.47% | 9.58% | 13.84% |
PGR The Progressive Corporation | 20.90% | 9.04% | 13.48% | 34.29% | 32.13% | 29.70% |
FSLR First Solar, Inc. | -24.10% | 11.11% | -32.00% | -29.87% | 23.88% | 9.05% |
ZS | 29.23% | 31.69% | 18.52% | 36.35% | 24.82% | N/A |
XLE | -3.98% | 6.76% | -10.95% | -9.46% | 20.16% | N/A |
ROBO ROBO Global Robotics & Automation Index ETF | -4.78% | 22.06% | -8.09% | -4.81% | 6.06% | 7.54% |
CPK Chesapeake Utilities Corporation | 7.81% | 4.04% | 8.19% | 20.31% | 9.66% | 12.02% |
USD=X | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | N/A |
MGK Vanguard Mega Cap Growth ETF | -5.65% | 18.26% | -4.29% | 14.23% | 16.71% | 15.48% |
SMH | -8.35% | 23.34% | -14.59% | 0.69% | 26.40% | N/A |
QQQ Invesco QQQ | -4.34% | 17.36% | -4.62% | 11.64% | 16.87% | 17.21% |
*Annualized
Monthly Returns
The table below presents the monthly returns of Mongelli stocks 05/13/2024, 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 | 1.45% | -0.66% | -3.41% | -1.99% | 0.77% | -3.86% | |||||||
| 2024 | 0.85% | 3.88% | 3.62% | -3.08% | 7.64% | 2.65% | -0.11% | 3.21% | 1.13% | -2.05% | 5.34% | -4.29% | 19.67% |
| 2023 | 5.94% | -2.59% | 7.46% | 0.77% | 2.86% | 5.33% | 2.93% | -1.01% | -3.53% | -0.43% | 9.41% | 3.32% | 33.94% |
| 2022 | -5.08% | -1.15% | 5.11% | -9.81% | 2.51% | -7.17% | 11.43% | -1.33% | -7.45% | 9.07% | 5.01% | -6.54% | -7.81% |
| 2021 | 1.24% | 2.75% | 2.80% | 3.38% | 1.23% | 6.01% | 1.86% | 3.98% | -2.09% | 9.15% | 0.61% | 3.64% | 40.04% |
| 2020 | 2.54% | -7.18% | -9.14% | 14.47% | 5.57% | 4.46% | 4.88% | 8.68% | -4.77% | -2.21% | 11.45% | 5.19% | 35.84% |
| 2019 | 7.60% | 5.99% | 3.77% | 3.77% | -5.52% | 7.20% | 1.90% | -1.40% | 0.97% | 2.18% | 3.62% | 3.73% | 38.56% |
| 2018 | -2.80% | 2.11% | 3.74% | 1.58% | 2.99% | 5.85% | 0.86% | -6.76% | 0.76% | -8.33% | -0.94% |
Expense Ratio
Mongelli stocks 05/13/2024 has an expense ratio of 0.06%, 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Mongelli stocks 05/13/2024 is 10, meaning it’s performing worse than 90% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Overall Rank
Sharpe Ratio Rank
Sortino Ratio Rank
Omega Ratio Rank
Calmar Ratio Rank
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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
MSFT Microsoft Corporation | 0.29 | 0.34 | 1.05 | 0.11 | 0.25 |
NFLX Netflix, Inc. | 2.64 | 3.16 | 1.43 | 3.96 | 12.83 |
AAPL Apple Inc | 0.26 | 0.36 | 1.05 | 0.09 | 0.31 |
HD The Home Depot, Inc. | 0.44 | 0.85 | 1.10 | 0.52 | 1.35 |
NEE NextEra Energy, Inc. | -0.12 | -0.25 | 0.97 | -0.35 | -0.70 |
COP ConocoPhillips Company | -0.80 | -0.93 | 0.87 | -0.68 | -1.90 |
COST Costco Wholesale Corporation | 1.46 | 1.72 | 1.24 | 1.53 | 4.45 |
GOOGL Alphabet Inc Class A | -0.27 | -0.40 | 0.95 | -0.43 | -0.94 |
LLY Eli Lilly and Company | -0.06 | 0.03 | 1.00 | -0.24 | -0.47 |
TMO | -1.10 | -1.77 | 0.79 | -0.78 | -2.12 |
TMUS | 1.99 | 2.34 | 1.40 | 3.59 | 9.93 |
UNH | -0.58 | -0.68 | 0.88 | -0.67 | -1.82 |
XLK | 0.23 | 0.31 | 1.04 | 0.09 | 0.27 |
XOM | -0.23 | -0.29 | 0.96 | -0.41 | -0.90 |
INTC Intel Corporation | -0.47 | -0.47 | 0.94 | -0.47 | -0.98 |
ZTS | -0.03 | -0.13 | 0.98 | -0.14 | -0.45 |
DELL Dell Technologies Inc. | -0.43 | -0.55 | 0.93 | -0.56 | -0.93 |
MSI Motorola Solutions, Inc. | 0.68 | 0.84 | 1.13 | 0.56 | 1.44 |
NOC Northrop Grumman Corporation | 0.17 | 0.39 | 1.06 | 0.21 | 0.50 |
PGR The Progressive Corporation | 1.36 | 2.10 | 1.31 | 3.12 | 7.75 |
FSLR First Solar, Inc. | -0.51 | -0.76 | 0.91 | -0.62 | -0.98 |
ZS | 0.80 | 1.17 | 1.17 | 0.55 | 3.40 |
XLE | -0.37 | -0.39 | 0.94 | -0.51 | -1.38 |
ROBO ROBO Global Robotics & Automation Index ETF | -0.19 | -0.14 | 0.98 | -0.14 | -0.65 |
CPK Chesapeake Utilities Corporation | 0.98 | 1.37 | 1.17 | 0.72 | 3.97 |
USD=X | — | — | — | — | — |
MGK Vanguard Mega Cap Growth ETF | 0.55 | 0.75 | 1.11 | 0.45 | 1.49 |
SMH | 0.02 | 0.13 | 1.02 | -0.14 | -0.32 |
QQQ Invesco QQQ | 0.45 | 0.61 | 1.09 | 0.34 | 1.10 |
Mongelli stocks 05/13/2024
Benchmark (^GSPC)
Portfolio components
Dividends
Dividend yield
Mongelli stocks 05/13/2024 provided a 1.23% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.23% | 1.12% | 1.23% | 1.37% | 1.18% | 1.54% | 1.44% | 1.50% | 1.49% | 1.55% | 1.98% | 1.72% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.72% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
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% |
AAPL Apple Inc | 0.51% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
HD The Home Depot, Inc. | 2.48% | 2.31% | 2.41% | 2.41% | 1.59% | 2.26% | 2.49% | 2.40% | 1.88% | 2.06% | 1.78% | 1.79% |
NEE NextEra Energy, Inc. | 3.09% | 2.87% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% | 2.73% |
COP ConocoPhillips Company | 3.06% | 2.54% | 3.37% | 4.20% | 2.70% | 4.23% | 2.05% | 1.86% | 1.93% | 1.99% | 6.30% | 4.11% |
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% |
GOOGL Alphabet Inc Class A | 0.52% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LLY Eli Lilly and Company | 0.72% | 0.67% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.94% | 2.46% | 2.77% | 2.37% | 2.84% |
TMO | 0.39% | 0.30% | 0.26% | 0.22% | 0.16% | 0.19% | 0.23% | 0.30% | 0.32% | 0.43% | 0.42% | 0.48% |
TMUS | 1.24% | 1.28% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UNH | 2.18% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
XLK | 0.72% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% |
XOM | 3.66% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% |
INTC Intel Corporation | 0.60% | 1.87% | 1.47% | 5.52% | 2.70% | 2.65% | 2.11% | 2.56% | 2.33% | 2.87% | 2.79% | 2.48% |
ZTS | 1.15% | 1.06% | 0.76% | 0.89% | 0.41% | 0.48% | 0.50% | 0.59% | 0.58% | 0.71% | 0.69% | 0.67% |
DELL Dell Technologies Inc. | 1.93% | 1.48% | 1.88% | 2.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSI Motorola Solutions, Inc. | 1.01% | 0.87% | 1.16% | 1.26% | 1.07% | 1.55% | 1.46% | 1.85% | 2.14% | 2.05% | 2.09% | 1.94% |
NOC Northrop Grumman Corporation | 1.70% | 1.72% | 1.57% | 1.24% | 1.59% | 1.86% | 1.50% | 1.92% | 1.27% | 1.50% | 1.64% | 1.84% |
PGR The Progressive Corporation | 1.73% | 0.48% | 0.25% | 0.31% | 6.23% | 2.68% | 3.89% | 1.86% | 1.21% | 2.50% | 2.16% | 5.53% |
FSLR First Solar, 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% |
ZS | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLE | 3.50% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% |
ROBO ROBO Global Robotics & Automation Index ETF | 0.58% | 0.55% | 0.05% | 0.00% | 0.18% | 0.20% | 0.37% | 0.37% | 0.02% | 0.19% | 0.28% | 0.28% |
CPK Chesapeake Utilities Corporation | 1.97% | 2.07% | 2.18% | 1.76% | 1.29% | 1.59% | 1.65% | 1.77% | 1.63% | 1.80% | 2.00% | 2.15% |
USD=X | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MGK Vanguard Mega Cap Growth ETF | 0.47% | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% | 1.25% |
SMH | 0.48% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% | 1.16% |
QQQ Invesco QQQ | 0.61% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
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.
Mongelli stocks 05/13/2024
Benchmark (^GSPC)
Portfolio components
Worst Drawdowns
The table below displays the maximum drawdowns of the Mongelli stocks 05/13/2024. 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 Mongelli stocks 05/13/2024 was 30.88%, occurring on Mar 23, 2020. Recovery took 54 trading sessions.
The current Mongelli stocks 05/13/2024 drawdown is 8.26%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.88% | Feb 20, 2020 | 23 | Mar 23, 2020 | 54 | Jun 5, 2020 | 77 |
| -19.91% | Oct 2, 2018 | 60 | Dec 24, 2018 | 58 | Mar 14, 2019 | 118 |
| -18.49% | Dec 28, 2021 | 124 | Jun 17, 2022 | 204 | Mar 30, 2023 | 328 |
| -18.23% | Dec 5, 2024 | 89 | Apr 8, 2025 | — | — | — |
| -10.36% | Sep 3, 2020 | 15 | Sep 23, 2020 | 38 | Nov 16, 2020 | 53 |
Volatility
Volatility Chart
The current Mongelli stocks 05/13/2024 volatility is 6.64%, 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.
Mongelli stocks 05/13/2024
Benchmark (^GSPC)
Portfolio components
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 29 assets, with an effective number of assets of 20.98, 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.
| ^GSPC | USD=X | NOC | CPK | LLY | NEE | COP | PGR | UNH | XOM | FSLR | XLE | ZS | TMUS | NFLX | DELL | TMO | COST | ZTS | HD | MSI | INTC | GOOGL | AAPL | MSFT | SMH | ROBO | XLK | QQQ | MGK | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.00 | 0.29 | 0.33 | 0.38 | 0.37 | 0.40 | 0.39 | 0.40 | 0.42 | 0.45 | 0.48 | 0.50 | 0.48 | 0.54 | 0.59 | 0.58 | 0.59 | 0.58 | 0.63 | 0.60 | 0.63 | 0.73 | 0.72 | 0.78 | 0.80 | 0.85 | 0.91 | 0.92 | 0.93 | 0.95 |
| USD=X | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| NOC | 0.29 | 0.00 | 1.00 | 0.28 | 0.18 | 0.27 | 0.28 | 0.37 | 0.28 | 0.28 | 0.08 | 0.30 | 0.05 | 0.22 | 0.04 | 0.14 | 0.20 | 0.22 | 0.23 | 0.26 | 0.31 | 0.14 | 0.12 | 0.14 | 0.14 | 0.08 | 0.19 | 0.15 | 0.14 | 0.16 | 0.27 |
| CPK | 0.33 | 0.00 | 0.28 | 1.00 | 0.19 | 0.47 | 0.17 | 0.30 | 0.26 | 0.21 | 0.17 | 0.22 | 0.05 | 0.25 | 0.07 | 0.15 | 0.23 | 0.24 | 0.28 | 0.29 | 0.28 | 0.19 | 0.17 | 0.18 | 0.17 | 0.12 | 0.25 | 0.19 | 0.20 | 0.21 | 0.30 |
| LLY | 0.38 | 0.00 | 0.18 | 0.19 | 1.00 | 0.25 | 0.13 | 0.28 | 0.31 | 0.15 | 0.12 | 0.16 | 0.18 | 0.26 | 0.22 | 0.21 | 0.30 | 0.31 | 0.38 | 0.26 | 0.28 | 0.18 | 0.25 | 0.27 | 0.32 | 0.24 | 0.25 | 0.32 | 0.33 | 0.35 | 0.38 |
| NEE | 0.37 | 0.00 | 0.27 | 0.47 | 0.25 | 1.00 | 0.11 | 0.29 | 0.24 | 0.15 | 0.26 | 0.14 | 0.13 | 0.31 | 0.14 | 0.13 | 0.31 | 0.30 | 0.36 | 0.33 | 0.32 | 0.21 | 0.22 | 0.25 | 0.26 | 0.17 | 0.27 | 0.26 | 0.28 | 0.29 | 0.38 |
| COP | 0.40 | 0.00 | 0.28 | 0.17 | 0.13 | 0.11 | 1.00 | 0.26 | 0.23 | 0.79 | 0.23 | 0.89 | 0.09 | 0.19 | 0.12 | 0.30 | 0.16 | 0.11 | 0.16 | 0.21 | 0.24 | 0.28 | 0.24 | 0.21 | 0.18 | 0.27 | 0.36 | 0.25 | 0.25 | 0.25 | 0.48 |
| PGR | 0.39 | 0.00 | 0.37 | 0.30 | 0.28 | 0.29 | 0.26 | 1.00 | 0.33 | 0.27 | 0.12 | 0.29 | 0.11 | 0.31 | 0.17 | 0.24 | 0.28 | 0.30 | 0.31 | 0.30 | 0.37 | 0.23 | 0.20 | 0.23 | 0.25 | 0.21 | 0.24 | 0.28 | 0.27 | 0.29 | 0.38 |
| UNH | 0.40 | 0.00 | 0.28 | 0.26 | 0.31 | 0.24 | 0.23 | 0.33 | 1.00 | 0.24 | 0.13 | 0.26 | 0.13 | 0.31 | 0.17 | 0.18 | 0.34 | 0.30 | 0.37 | 0.31 | 0.35 | 0.21 | 0.28 | 0.28 | 0.29 | 0.22 | 0.27 | 0.29 | 0.29 | 0.30 | 0.39 |
| XOM | 0.42 | 0.00 | 0.28 | 0.21 | 0.15 | 0.15 | 0.79 | 0.27 | 0.24 | 1.00 | 0.24 | 0.92 | 0.07 | 0.21 | 0.12 | 0.29 | 0.16 | 0.16 | 0.20 | 0.26 | 0.26 | 0.28 | 0.23 | 0.23 | 0.15 | 0.26 | 0.37 | 0.25 | 0.24 | 0.25 | 0.47 |
| FSLR | 0.45 | 0.00 | 0.08 | 0.17 | 0.12 | 0.26 | 0.23 | 0.12 | 0.13 | 0.24 | 1.00 | 0.29 | 0.28 | 0.22 | 0.28 | 0.29 | 0.28 | 0.27 | 0.25 | 0.28 | 0.29 | 0.34 | 0.33 | 0.32 | 0.35 | 0.44 | 0.49 | 0.43 | 0.44 | 0.42 | 0.51 |
| XLE | 0.48 | 0.00 | 0.30 | 0.22 | 0.16 | 0.14 | 0.89 | 0.29 | 0.26 | 0.92 | 0.29 | 1.00 | 0.11 | 0.23 | 0.15 | 0.36 | 0.19 | 0.17 | 0.21 | 0.29 | 0.29 | 0.33 | 0.27 | 0.25 | 0.19 | 0.33 | 0.44 | 0.31 | 0.30 | 0.30 | 0.53 |
| ZS | 0.50 | 0.00 | 0.05 | 0.05 | 0.18 | 0.13 | 0.09 | 0.11 | 0.13 | 0.07 | 0.28 | 0.11 | 1.00 | 0.23 | 0.44 | 0.32 | 0.34 | 0.34 | 0.33 | 0.29 | 0.31 | 0.33 | 0.44 | 0.42 | 0.51 | 0.48 | 0.50 | 0.56 | 0.59 | 0.58 | 0.54 |
| TMUS | 0.48 | 0.00 | 0.22 | 0.25 | 0.26 | 0.31 | 0.19 | 0.31 | 0.31 | 0.21 | 0.22 | 0.23 | 0.23 | 1.00 | 0.30 | 0.26 | 0.30 | 0.36 | 0.35 | 0.35 | 0.40 | 0.29 | 0.33 | 0.34 | 0.37 | 0.32 | 0.36 | 0.41 | 0.43 | 0.43 | 0.49 |
| NFLX | 0.54 | 0.00 | 0.04 | 0.07 | 0.22 | 0.14 | 0.12 | 0.17 | 0.17 | 0.12 | 0.28 | 0.15 | 0.44 | 0.30 | 1.00 | 0.33 | 0.32 | 0.37 | 0.32 | 0.32 | 0.32 | 0.41 | 0.49 | 0.49 | 0.54 | 0.50 | 0.49 | 0.58 | 0.64 | 0.62 | 0.57 |
| DELL | 0.59 | 0.00 | 0.14 | 0.15 | 0.21 | 0.13 | 0.30 | 0.24 | 0.18 | 0.29 | 0.29 | 0.36 | 0.32 | 0.26 | 0.33 | 1.00 | 0.29 | 0.31 | 0.29 | 0.37 | 0.37 | 0.46 | 0.40 | 0.39 | 0.45 | 0.58 | 0.56 | 0.57 | 0.55 | 0.54 | 0.60 |
| TMO | 0.58 | 0.00 | 0.20 | 0.23 | 0.30 | 0.31 | 0.16 | 0.28 | 0.34 | 0.16 | 0.28 | 0.19 | 0.34 | 0.30 | 0.32 | 0.29 | 1.00 | 0.40 | 0.56 | 0.43 | 0.43 | 0.38 | 0.41 | 0.43 | 0.49 | 0.46 | 0.54 | 0.53 | 0.54 | 0.54 | 0.56 |
| COST | 0.59 | 0.00 | 0.22 | 0.24 | 0.31 | 0.30 | 0.11 | 0.30 | 0.30 | 0.16 | 0.27 | 0.17 | 0.34 | 0.36 | 0.37 | 0.31 | 0.40 | 1.00 | 0.42 | 0.50 | 0.43 | 0.36 | 0.43 | 0.46 | 0.50 | 0.46 | 0.45 | 0.54 | 0.57 | 0.58 | 0.56 |
| ZTS | 0.58 | 0.00 | 0.23 | 0.28 | 0.38 | 0.36 | 0.16 | 0.31 | 0.37 | 0.20 | 0.25 | 0.21 | 0.33 | 0.35 | 0.32 | 0.29 | 0.56 | 0.42 | 1.00 | 0.47 | 0.43 | 0.36 | 0.41 | 0.45 | 0.47 | 0.42 | 0.50 | 0.51 | 0.52 | 0.54 | 0.57 |
| HD | 0.63 | 0.00 | 0.26 | 0.29 | 0.26 | 0.33 | 0.21 | 0.30 | 0.31 | 0.26 | 0.28 | 0.29 | 0.29 | 0.35 | 0.32 | 0.37 | 0.43 | 0.50 | 0.47 | 1.00 | 0.44 | 0.39 | 0.38 | 0.42 | 0.45 | 0.47 | 0.55 | 0.53 | 0.53 | 0.55 | 0.58 |
| MSI | 0.60 | 0.00 | 0.31 | 0.28 | 0.28 | 0.32 | 0.24 | 0.37 | 0.35 | 0.26 | 0.29 | 0.29 | 0.31 | 0.40 | 0.32 | 0.37 | 0.43 | 0.43 | 0.43 | 0.44 | 1.00 | 0.34 | 0.40 | 0.42 | 0.46 | 0.43 | 0.49 | 0.53 | 0.51 | 0.53 | 0.63 |
| INTC | 0.63 | 0.00 | 0.14 | 0.19 | 0.18 | 0.21 | 0.28 | 0.23 | 0.21 | 0.28 | 0.34 | 0.33 | 0.33 | 0.29 | 0.41 | 0.46 | 0.38 | 0.36 | 0.36 | 0.39 | 0.34 | 1.00 | 0.47 | 0.49 | 0.51 | 0.70 | 0.60 | 0.66 | 0.64 | 0.60 | 0.64 |
| GOOGL | 0.73 | 0.00 | 0.12 | 0.17 | 0.25 | 0.22 | 0.24 | 0.20 | 0.28 | 0.23 | 0.33 | 0.27 | 0.44 | 0.33 | 0.49 | 0.40 | 0.41 | 0.43 | 0.41 | 0.38 | 0.40 | 0.47 | 1.00 | 0.62 | 0.73 | 0.61 | 0.61 | 0.73 | 0.78 | 0.79 | 0.71 |
| AAPL | 0.72 | 0.00 | 0.14 | 0.18 | 0.27 | 0.25 | 0.21 | 0.23 | 0.28 | 0.23 | 0.32 | 0.25 | 0.42 | 0.34 | 0.49 | 0.39 | 0.43 | 0.46 | 0.45 | 0.42 | 0.42 | 0.49 | 0.62 | 1.00 | 0.67 | 0.61 | 0.60 | 0.79 | 0.78 | 0.78 | 0.74 |
| MSFT | 0.78 | 0.00 | 0.14 | 0.17 | 0.32 | 0.26 | 0.18 | 0.25 | 0.29 | 0.15 | 0.35 | 0.19 | 0.51 | 0.37 | 0.54 | 0.45 | 0.49 | 0.50 | 0.47 | 0.45 | 0.46 | 0.51 | 0.73 | 0.67 | 1.00 | 0.67 | 0.63 | 0.86 | 0.85 | 0.86 | 0.79 |
| SMH | 0.80 | 0.00 | 0.08 | 0.12 | 0.24 | 0.17 | 0.27 | 0.21 | 0.22 | 0.26 | 0.44 | 0.33 | 0.48 | 0.32 | 0.50 | 0.58 | 0.46 | 0.46 | 0.42 | 0.47 | 0.43 | 0.70 | 0.61 | 0.61 | 0.67 | 1.00 | 0.79 | 0.88 | 0.86 | 0.82 | 0.78 |
| ROBO | 0.85 | 0.00 | 0.19 | 0.25 | 0.25 | 0.27 | 0.36 | 0.24 | 0.27 | 0.37 | 0.49 | 0.44 | 0.50 | 0.36 | 0.49 | 0.56 | 0.54 | 0.45 | 0.50 | 0.55 | 0.49 | 0.60 | 0.61 | 0.60 | 0.63 | 0.79 | 1.00 | 0.80 | 0.81 | 0.80 | 0.82 |
| XLK | 0.91 | 0.00 | 0.15 | 0.19 | 0.32 | 0.26 | 0.25 | 0.28 | 0.29 | 0.25 | 0.43 | 0.31 | 0.56 | 0.41 | 0.58 | 0.57 | 0.53 | 0.54 | 0.51 | 0.53 | 0.53 | 0.66 | 0.73 | 0.79 | 0.86 | 0.88 | 0.80 | 1.00 | 0.97 | 0.96 | 0.90 |
| QQQ | 0.92 | 0.00 | 0.14 | 0.20 | 0.33 | 0.28 | 0.25 | 0.27 | 0.29 | 0.24 | 0.44 | 0.30 | 0.59 | 0.43 | 0.64 | 0.55 | 0.54 | 0.57 | 0.52 | 0.53 | 0.51 | 0.64 | 0.78 | 0.78 | 0.85 | 0.86 | 0.81 | 0.97 | 1.00 | 0.98 | 0.90 |
| MGK | 0.93 | 0.00 | 0.16 | 0.21 | 0.35 | 0.29 | 0.25 | 0.29 | 0.30 | 0.25 | 0.42 | 0.30 | 0.58 | 0.43 | 0.62 | 0.54 | 0.54 | 0.58 | 0.54 | 0.55 | 0.53 | 0.60 | 0.79 | 0.78 | 0.86 | 0.82 | 0.80 | 0.96 | 0.98 | 1.00 | 0.91 |
| Portfolio | 0.95 | 0.00 | 0.27 | 0.30 | 0.38 | 0.38 | 0.48 | 0.38 | 0.39 | 0.47 | 0.51 | 0.53 | 0.54 | 0.49 | 0.57 | 0.60 | 0.56 | 0.56 | 0.57 | 0.58 | 0.63 | 0.64 | 0.71 | 0.74 | 0.79 | 0.78 | 0.82 | 0.90 | 0.90 | 0.91 | 1.00 |
The correlation results are calculated based on daily price changes starting from Mar 19, 2018