Performance of Opes 15

Our 15 stock picks vs. major market benchmarks

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Portfolio Growth Chart

Total Return of $1,000 Investment
from to
Risk & Return Comparison [ ]
Metric Opes 15 Benchmark Difference
Annualized return
Total return
Sharpe ratio [1]
Volatility [2]
Max drawdown [3]
Max drawdown duration from
to
total 		from
to
total

Holdings as of

Ticker Company Sector Industry MTD [4]
  1. The Sharpe ratio shows how much return you're getting for the amount of risk (volatility) you take. It compares your investment's extra return (above a "safe" rate) to how much the investment's value tends to swing. A higher Sharpe ratio means you're earning more reward for each unit of risk, making the investment more efficient.
  2. Volatility is how much a stock's price moves up and down over time, namely risk. A highly volatile stock changes price quickly and unpredictably, while a low-volatility stock moves more steadily. It doesn't mean the stock is performing well or bad; it simply shows how "bumpy" the ride may be.
  3. Maximum drawdown is the biggest drop an investment experiences from a peak to a later low point. It shows the worst loss you could have faced during a period if you bought at the top and held through the decline. A larger max drawdown means the investment fell more sharply in the past, indicating greater historical downside risk.
  4. The month-to-date total return from the closing price of to the closing price of .
Learn more about Opes 15 go to Opes 15 introduction

Disclaimer

Opes 15 is generated using Opesway's proprietary statistical and financial models. The most up-to-date research reports are available to the public through a paid subscription. All content provided is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities. The information presented is not tailored to the individual needs or circumstances of any investor.

Historical performance does not guarantee future results. The Opes 15 model may not accurately predict future market performance or investment outcomes. Before making any investment decisions based on this content, users should carefully evaluate their own financial situation, investment objectives, time horizon, risk preferences, and risk tolerance, or seek advice from a qualified financial professional to determine suitability.

Using this research as a basis for trading stock options may involve significant risk, including the potential loss of the entire premium paid. Option prices are affected by multiple factors beyond the price of the underlying security, such as time decay, changes in implied volatility, and market liquidity. These factors can cause option values to decline rapidly, even if the underlying asset moves in the anticipated direction. Users should fully understand the mechanics and risks of options trading before engaging in such strategies.

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