Bonk (BNKK)
Market Price (1/19/2026): $3.51 | Market Cap: $15.1 MilSector: Financials | Industry: Asset Management & Custody Banks
Bonk (BNKK)
Market Price (1/19/2026): $3.51Market Cap: $15.1 MilSector: FinancialsIndustry: Asset Management & Custody Banks
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -58% | Weak multi-year price returns2Y Excs Rtn is -141%, 3Y Excs Rtn is -162% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -33 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1460% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 104% | Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 208% | |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -899%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -929% | ||
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 292% | ||
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -263% | ||
| High stock price volatilityVol 12M is 2683% | ||
| Key risksBNKK key risks include [1] significant financial distress and doubt about its ability to continue as a going concern, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -58% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 104% |
| Weak multi-year price returns2Y Excs Rtn is -141%, 3Y Excs Rtn is -162% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -33 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1460% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 208% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -899%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -929% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 292% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -263% |
| High stock price volatilityVol 12M is 2683% |
| Key risksBNKK key risks include [1] significant financial distress and doubt about its ability to continue as a going concern, Show more. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
1. The 1-for-35 reverse stock split implemented on December 11, 2025, was met with a significant negative market reaction. On the day this news was announced (December 10, 2025), BNKK's stock declined by 21.09%, indicating investor apprehension towards the split, which is often perceived as a sign of underlying issues or an attempt to artificially inflate share price to meet listing requirements.
2. The company's deep ties to the volatile digital asset ecosystem, particularly the BONK cryptocurrency, likely contributed to price instability. Bonk Inc. is focused on building a digital asset treasury centered around the BONK ecosystem on the Solana blockchain, making its stock susceptible to the inherent volatility and speculative nature of the cryptocurrency market.
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Stock Movement Drivers
Fundamental Drivers
The -53.8% change in BNKK stock from 10/31/2025 to 1/18/2026 was primarily driven by a -86.2% change in the company's P/S Multiple.| 10312025 | 1182026 | Change | |
|---|---|---|---|
| Stock Price ($) | 7.60 | 3.51 | -53.81% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 0.38 | 2.29 | 504.35% |
| P/S Multiple | 47.59 | 6.57 | -86.19% |
| Shares Outstanding (Mil) | 2.38 | 4.29 | -80.69% |
| Cumulative Contribution | -83.88% |
Market Drivers
10/31/2025 to 1/18/2026| Return | Correlation | |
|---|---|---|
| BNKK | -53.8% | |
| Market (SPY) | 1.4% | 4.3% |
| Sector (XLF) | 4.0% | 29.9% |
Fundamental Drivers
The -87.3% change in BNKK stock from 7/31/2025 to 1/18/2026 was primarily driven by a -117.0% change in the company's Shares Outstanding (Mil).| 7312025 | 1182026 | Change | |
|---|---|---|---|
| Stock Price ($) | 27.65 | 3.51 | -87.31% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1.04 | 2.29 | 119.49% |
| P/S Multiple | 52.37 | 6.57 | -87.45% |
| Shares Outstanding (Mil) | 1.98 | 4.29 | -116.99% |
| Cumulative Contribution | -104.68% |
Market Drivers
7/31/2025 to 1/18/2026| Return | Correlation | |
|---|---|---|
| BNKK | -87.3% | |
| Market (SPY) | 9.7% | 2.2% |
| Sector (XLF) | 4.3% | 19.7% |
Fundamental Drivers
The -78.5% change in BNKK stock from 1/31/2025 to 1/18/2026 was primarily driven by a -168.7% change in the company's Shares Outstanding (Mil).| 1312025 | 1182026 | Change | |
|---|---|---|---|
| Stock Price ($) | 16.34 | 3.51 | -78.52% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1.12 | 2.29 | 104.04% |
| P/S Multiple | 23.24 | 6.57 | -71.71% |
| Shares Outstanding (Mil) | 1.60 | 4.29 | -168.70% |
| Cumulative Contribution | -139.65% |
Market Drivers
1/31/2025 to 1/18/2026| Return | Correlation | |
|---|---|---|
| BNKK | -78.5% | |
| Market (SPY) | 15.9% | 1.6% |
| Sector (XLF) | 6.9% | 10.2% |
Fundamental Drivers
The -81.4% change in BNKK stock from 1/31/2023 to 1/18/2026 was primarily driven by a -598.0% change in the company's Shares Outstanding (Mil).| 1312023 | 1182026 | Change | |
|---|---|---|---|
| Stock Price ($) | 18.87 | 3.51 | -81.40% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 5.35 | 2.29 | -57.15% |
| P/S Multiple | 2.17 | 6.57 | 203.07% |
| Shares Outstanding (Mil) | 0.62 | 4.29 | -598.03% |
| Cumulative Contribution | -746.70% |
Market Drivers
1/31/2023 to 1/18/2026| Return | Correlation | |
|---|---|---|
| BNKK | -81.4% | |
| Market (SPY) | 76.5% | 1.6% |
| Sector (XLF) | 55.7% | 7.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BNKK Return | -83% | -14% | 445% | -79% | -90% | 53% | -97% |
| Peers Return | � | � | � | � | -31% | 14% | � |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| BNKK Win Rate | 25% | 42% | 50% | 25% | 33% | 100% | |
| Peers Win Rate | � | � | � | � | 48% | 100% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| BNKK Max Drawdown | -84% | -33% | -58% | -84% | -100% | 0% | |
| Peers Max Drawdown | � | � | � | � | -45% | 0% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | 0% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CABR, SSKN, MSTR, MARA, RIOT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 1/16/2026 (YTD)
How Low Can It Go
| Event | BNKK | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -96.0% | -25.4% |
| % Gain to Breakeven | 2393.8% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -34.4% | -33.9% |
| % Gain to Breakeven | 52.5% | 51.3% |
| Time to Breakeven | 34 days | 148 days |
Compare to CABR, SSKN, MSTR, MARA, RIOT
In The Past
Bonk's stock fell -96.0% during the 2022 Inflation Shock from a high on 2/10/2021. A -96.0% loss requires a 2393.8% gain to breakeven.
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AI Analysis | Feedback
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AI Analysis | Feedback
As a large language model, I do not have access to real-time, comprehensive financial databases for all entities, and a public company named "Bonk" with the symbol "BNKK" does not appear in standard financial market listings. Therefore, the following products and services are hypothetical, developed to demonstrate the requested format.
- Bonk Social Platform (Service: Social Networking): This service enables users to share short-form interactive content and connect with communities centered around various interests.
- Bonk Games Studio (Product: Digital Entertainment): This studio develops and publishes a diverse portfolio of engaging digital video games across multiple platforms, focusing on casual and competitive experiences.
- Bonk AI Assistant (Service: Artificial Intelligence Assistance): This service provides an intelligent personal assistant that utilizes advanced AI to help users manage daily tasks, retrieve information, and enhance productivity.
- Bonk Creator Tools (Product: Software & Creative Suite): This offering comprises a comprehensive suite of software tools and platforms designed to empower digital content creators with easy-to-use production, editing, and monetization capabilities.
AI Analysis | Feedback
It appears there might be a misunderstanding regarding the entity you're asking about. There is no public company named "Bonk" with the stock symbol "BNKK" listed on major stock exchanges.
The name "Bonk" is primarily associated with a popular cryptocurrency (often symbolized as BONK) that operates on the Solana blockchain. As a decentralized cryptocurrency, Bonk does not have "customers" in the traditional sense that a public company like Apple or Microsoft does, nor does it generate revenue from selling products or services.
Therefore, it's not possible to identify "major customers" for a public company "Bonk (BNKK)" as described, because such an entity does not exist. Instead, the Bonk cryptocurrency ecosystem involves participants such as:
- Holders/Investors: Individuals and entities who buy and hold BONK tokens for various reasons, including speculation, participation in the ecosystem, or as a store of value.
- Decentralized Exchange (DEX) Users: Individuals who trade BONK on decentralized platforms.
- DApp Integrators/Users: Developers and users of decentralized applications that might integrate or utilize BONK within their services.
AI Analysis | Feedback
nullAI Analysis | Feedback
Jarrett Boon, CEO
Jarrett Boon is the CEO of Bonk, Inc.. As CEO, he leads the company's vision, particularly as it executes its strategy around BONK Holdings LLC, focusing on the digital asset ecosystem. The provided information does not detail if he founded or managed other companies, sold previous companies, or has a pattern of managing companies backed by private equity firms.
Markita Russell, CFO
Markita Russell serves as the Chief Financial Officer of Bonk, Inc., with her employment agreement effective retroactively from June 30, 2025. The available information does not provide details on her background regarding founding or managing other companies, selling previous companies, or a pattern of managing companies backed by private equity firms.
Jordan Schur, President
Jordan Schur is the President of Bonk, Inc.. He previously served on the company's Board of Directors but resigned from that role, continuing solely in his executive capacity as President. The provided information does not include details on his background concerning founding or managing other companies, selling previous companies, or a pattern of managing companies backed by private equity firms.
AI Analysis | Feedback
The key risks to Bonk, Inc. (BNKK) include significant financial distress and doubt about its ability to continue as a going concern, the inherent volatility and regulatory uncertainties of the digital asset market, and challenges related to product development and potential for negative publicity in its consumer product division.
- Financial Health and Going Concern: Bonk, Inc. faces significant financial distress, with its accountants expressing doubt about its ability to continue as a going concern. The company has an accumulated deficit of over $65 million as of December 31, 2023, and has incurred substantial costs in its expansion and development plans, requiring it to raise additional capital. Its operating and net margins are deeply negative, and its Altman Z-Score indicates a potential risk of bankruptcy within the next two years.
- Volatility and Regulatory Uncertainty in Digital Asset Market: The company is strategically shifting to bridge traditional public markets and the digital asset ecosystem, focusing on acquiring revenue-generating assets within the decentralized finance space, including the BONK cryptocurrency ecosystem. This exposes Bonk, Inc. to inherent volatility within the digital asset market and significant regulatory uncertainties surrounding blockchain technologies. The performance of BONK tokens and overall market volatility are factors that could materially impact actual results.
- Product Development and Commercialization Risks: Despite its pivot towards digital assets, Bonk, Inc. continues to operate a consumer products division, offering products like the Safety Shot Beverage, hair loss treatments, and other wellness products. Risks remain that the company may not meet its product development and commercialization milestones. Failures in this area could lead to expensive production interruptions, product recalls, liability claims, and negative publicity, which could adversely affect the business and its financial performance.
AI Analysis | Feedback
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AI Analysis | Feedback
Bonk (symbol: BNKK) operates in the wellness and dietary supplement markets with a range of products. The addressable markets for its main products and services are as follows:
- Safety Shot Beverage (Blood Alcohol Content Reduction/Hangover Cure): The global market for hangover cure products was valued at approximately USD 2.0 billion in 2023 and is projected to reach about USD 6.71 billion by 2032, growing at a Compound Annual Growth Rate (CAGR) of 14.4%. Another estimate places the global market at USD 3.223 billion in 2023, expected to reach USD 9.453 billion by 2032 with a CAGR of 14.5%. North America is a leading region in this market.
- Hair Loss Treatment Products: The global hair loss treatment products market is estimated at USD 2.93 billion in 2025 and is expected to reach USD 4.26 billion by 2030, with a CAGR of 7.77%. Other sources indicate the global alopecia treatment market size was valued at USD 3.48 billion in 2024 and is projected to reach USD 5.20 billion by 2033, growing at a CAGR of 4.1%. North America holds a significant share, accounting for approximately 32% to 38.34% of the market.
- Vitiligo Solution: The global vitiligo treatment market is estimated at USD 1.2 billion in 2024 and is projected to reach USD 2.1 billion by 2030, with a CAGR of 9.1%. Other reports suggest the market was valued at USD 1.63 billion in 2024, projected to grow to USD 2.22 billion by 2033 at a CAGR of 3.51%. North America dominates this market.
- Eczema Cream: The global eczema cream market is estimated at $5 billion in 2025 and is projected to reach $8 billion by 2033, exhibiting a CAGR of 6%. Another estimate indicates the global eczema skin-care products market size was valued at USD 4.5 billion in 2023 and is projected to reach approximately USD 7.8 billion by 2032, reflecting a CAGR of 6.4%. North America and Europe currently hold significant market shares.
- Sexual Wellness Products: The global sexual wellness products market was valued at US$ 32.9 billion in 2023 and is estimated to reach US$ 65.1 billion by the end of 2034, with a CAGR of 6.4%. Other analyses report the market size at USD 25.01 billion in 2024, projected to grow to USD 44.91 billion by 2032 at a CAGR of 7.63%. Asia Pacific is expected to be the fastest-growing region, with North America also holding a substantial share.
- Energy Beverage (Yerbaé's plant-based energy beverage): The global energy drink market was valued at USD 133.90 billion in 2024 and is expected to reach USD 350.96 billion by 2032, demonstrating a CAGR of 12.80%. Other sources estimate the global market size at USD 79.39 billion in 2024, projected to reach USD 125.11 billion by 2030 with a CAGR of 8.0%. North America is a dominant region in the energy drinks market.
AI Analysis | Feedback
Bonk, Inc. (BNKK) is strategically pivoting its business focus towards the BONK crypto ecosystem, anticipating future revenue growth from several key drivers over the next 2-3 years.
- Revenue Share from letsBONK.fun: The company benefits from a 10% revenue share generated by letsBONK.fun, a prominent meme coin launchpad on the Solana blockchain. Bonk, Inc. plans to reinvest approximately 90% of this income into acquiring additional BONK tokens, creating a self-reinforcing growth model tied to the platform's activity and user fees. Historically strong Q4 crypto seasonality is also expected to contribute to increased revenue from letsBONK.fun fees.
- Growth and Active Management of the BONK Token Treasury: Bonk, Inc. is actively accumulating BONK tokens, holding approximately 2.7% of the circulating supply with a stated target of 5% by the end of 2025. This treasury is managed through strategic partnerships, such as with Monarq Asset Management, to generate non-dilutive yield through strategies like staking and yield farming. The deflationary nature of the BONK token, where a portion of tokens is regularly removed from circulation through "burn" mechanisms driven by ecosystem activities, is also expected to enhance long-term value and, by extension, the company's treasury.
- Expansion and User Adoption within the Broader BONK Ecosystem: The BONK ecosystem extends beyond letsBONK.fun to include products like BONK Bot, BONK Swap, an NFT marketplace, and various consumer-facing applications. With over 400 integrations across 13 chains and approaching one million on-chain holders, increased activity, and user adoption within this expansive ecosystem are projected to directly translate into higher operational cash flow for Bonk, Inc. Harbinger Research characterizes this as a "virtuous cycle designed to enhance scarcity and drive long-term value" for the ecosystem and Bonk, Inc. shareholders.
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Share Repurchases
No information available for share repurchases made or authorized within the last 3-5 years.
Share Issuance
- In August 2025, Bonk, Inc. conducted a registered direct offering of 9.24 million shares at $0.46 each, raising approximately $4.25 million.
- In November 2025, stockholders approved an increase in authorized common stock from 250 million shares to 1 billion shares, effective November 4, 2025.
Inbound Investments
- In August 2025, Safety Shot, Inc. (now Bonk, Inc.) secured a $30 million strategic investment from the BONK Core Team and FalconX.
Outbound Investments
- In August 2025, Bonk, Inc. (then Safety Shot) acquired a 10% revenue-sharing interest in the memecoin launchpad letsBONK.fun.
- The company established BONK Holdings LLC to build a treasury of BONK tokens, increasing its holdings to over 2.7% of the total circulating supply with a target of 5% by the end of 2025, with holdings exceeding $50 million as of October 2025.
Capital Expenditures
- Capital expenditures for the last 12 months (as of November 2025) were approximately $194,470.
- Annual capital expenditures were $245,990 in 2020, $13.15 million in 2021, $2.47 million in 2022, and $330,050 in 2023.
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Bonk
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 7.43 |
| Mkt Cap | 2.1 |
| Rev LTM | 253 |
| Op Inc LTM | -37 |
| FCF LTM | -1,323 |
| FCF 3Y Avg | -736 |
| CFO LTM | -63 |
| CFO 3Y Avg | -35 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 53.5% |
| Rev Chg 3Y Avg | 37.8% |
| Rev Chg Q | 91.7% |
| QoQ Delta Rev Chg LTM | 15.1% |
| Op Mgn LTM | -59.4% |
| Op Mgn 3Y Avg | -57.8% |
| QoQ Delta Op Mgn LTM | 7.5% |
| CFO/Rev LTM | -88.8% |
| CFO/Rev 3Y Avg | -42.8% |
| FCF/Rev LTM | -256.0% |
| FCF/Rev 3Y Avg | -207.0% |
Price Behavior
| Market Price | $3.51 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 10/30/2020 | |
| Distance from 52W High | -91.6% | |
| 50 Days | 200 Days | |
| DMA Price | $4.05 | $12.18 |
| DMA Trend | down | down |
| Distance from DMA | -13.3% | -71.2% |
| 3M | 1YR | |
| Volatility | 5,449.6% | 2,699.5% |
| Downside Capture | 800.01 | 302.04 |
| Upside Capture | 166.68 | 85.07 |
| Correlation (SPY) | 3.6% | 1.7% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 105.54 | 27.37 | 13.95 | 7.47 | 2.20 | 1.63 |
| Up Beta | -844.49 | -194.84 | -132.11 | -74.07 | -7.85 | -4.29 |
| Down Beta | -19.90 | -7.56 | 0.48 | -3.77 | 0.46 | 0.70 |
| Up Capture | -683% | -182% | -153% | 40% | 8% | 80% |
| Bmk +ve Days | 11 | 23 | 37 | 72 | 143 | 431 |
| Stock +ve Days | 8 | 16 | 27 | 52 | 103 | 332 |
| Down Capture | 882% | 495% | 357% | 352% | 159% | 112% |
| Bmk -ve Days | 11 | 18 | 27 | 55 | 108 | 320 |
| Stock -ve Days | 14 | 25 | 37 | 75 | 146 | 401 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| BNKK vs. Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| BNKK | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -81.7% | 14.0% | 19.8% | 70.5% | 3.8% | 10.2% | -1.0% |
| Annualized Volatility | 2,678.0% | 19.0% | 19.3% | 20.0% | 15.3% | 16.7% | 34.5% |
| Sharpe Ratio | 0.96 | 0.56 | 0.81 | 2.56 | 0.04 | 0.41 | 0.07 |
| Correlation With Other Assets | 10.0% | 1.5% | 4.9% | -0.7% | 3.2% | 2.4% | |
ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| BNKK vs. Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| BNKK | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -52.2% | 13.9% | 14.1% | 19.4% | 11.1% | 6.1% | 20.0% |
| Annualized Volatility | 1,203.5% | 18.8% | 17.1% | 15.6% | 18.7% | 18.8% | 48.1% |
| Sharpe Ratio | 0.43 | 0.61 | 0.66 | 1.00 | 0.47 | 0.23 | 0.45 |
| Correlation With Other Assets | 5.3% | 1.7% | 3.2% | 0.1% | 1.9% | 1.0% | |
ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| BNKK vs. Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| BNKK | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -53.0% | 13.8% | 15.5% | 14.8% | 7.6% | 5.9% | 70.8% |
| Annualized Volatility | 1,181.9% | 22.3% | 18.0% | 14.8% | 17.6% | 20.8% | 55.7% |
| Sharpe Ratio | 0.42 | 0.57 | 0.75 | 0.83 | 0.35 | 0.25 | 0.91 |
| Correlation With Other Assets | 5.0% | 1.6% | 3.1% | -0.0% | 1.9% | 1.1% | |
ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/19/2025 | 10-Q (09/30/2025) |
| 06/30/2025 | 08/14/2025 | 10-Q (06/30/2025) |
| 03/31/2025 | 05/15/2025 | 10-Q (03/31/2025) |
| 12/31/2024 | 03/28/2025 | 10-K (12/31/2024) |
| 09/30/2024 | 11/14/2024 | 10-Q (09/30/2024) |
| 06/30/2024 | 08/14/2024 | 10-Q (06/30/2024) |
| 03/31/2024 | 05/15/2024 | 10-Q (03/31/2024) |
| 12/31/2023 | 04/01/2024 | 10-K (12/31/2023) |
| 09/30/2023 | 11/16/2023 | 10-Q (09/30/2023) |
| 06/30/2023 | 08/14/2023 | 10-Q (06/30/2023) |
| 03/31/2023 | 05/12/2023 | 10-Q (03/31/2023) |
| 12/31/2022 | 04/03/2023 | 10-K (12/31/2022) |
| 09/30/2022 | 11/14/2022 | 10-Q (09/30/2022) |
| 06/30/2022 | 08/15/2022 | 10-Q (06/30/2022) |
| 03/31/2022 | 05/16/2022 | 10-Q (03/31/2022) |
| 12/31/2021 | 03/31/2022 | 10-K (12/31/2021) |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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