CGrowth Capital (CGRA)
Market Price (1/17/2026): $0 | Market Cap: $0Sector: Energy | Industry: Oil & Gas Exploration & Production
CGrowth Capital (CGRA)
Market Price (1/17/2026): $0Market Cap: $0Sector: EnergyIndustry: Oil & Gas Exploration & Production
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11% | Weak multi-year price returns2Y Excs Rtn is -110%, 3Y Excs Rtn is -169% | Penny stockMkt Price is 0.0 |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is null | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 9223372036854775807% | |
| Attractive yieldFCF Yield is 9223372036854775807% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -23% | |
| 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 -9223372036854775808% | ||
| High stock price volatilityVol 12M is 233% | ||
| Significant short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 2445% | ||
| Key risksCGRA key risks include [1] substantial doubt about its ability to continue as a going concern due to severe financial distress and [2] a lack of transparency and regulatory compliance from the unavailability of SEC filings. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is null |
| Attractive yieldFCF Yield is 9223372036854775807% |
| Weak multi-year price returns2Y Excs Rtn is -110%, 3Y Excs Rtn is -169% |
| Penny stockMkt Price is 0.0 |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 9223372036854775807% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -23% |
| 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 -9223372036854775808% |
| High stock price volatilityVol 12M is 233% |
| Significant short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 2445% |
| Key risksCGRA key risks include [1] substantial doubt about its ability to continue as a going concern due to severe financial distress and [2] a lack of transparency and regulatory compliance from the unavailability of SEC filings. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
CGrowth Capital's stock exhibited multiple negative technical indicators, including sell signals from both short and long-term Moving Averages, suggesting a negative forecast. A sell signal was also issued from a pivot top point on December 11, 2025, after which the stock experienced a significant decline. Additionally, the 3-month Moving Average Convergence Divergence (MACD) showed a sell signal. The intermediate-term and short-term trends were also identified as "DOWN" since January 6, 2026.
2. Low Liquidity and Micro-Cap Volatility.
The stock is characterized by low liquidity and its status as a micro-cap security, which means that even minimal selling pressure or trading activity can result in substantial percentage declines. This inherent characteristic of the stock amplifies price movements, contributing to the significant drop.
3. Absence of Positive Company-Specific News or Catalysts.
During the approximate time period from October 31, 2025, to today, there was a noticeable absence of fresh company-specific news or positive catalysts that could have supported the stock price. This lack of favorable announcements contributed to the prevailing technically driven selling pressure and overall market volatility for the illiquid micro-cap name.
4. Substantial Doubt About Going Concern.
A significant factor contributing to investor apprehension was the substantial doubt regarding CGrowth Capital's ability to continue as a going concern. This concern stemmed from severe financial distress, indicating underlying fundamental weaknesses within the company.
5. Lack of Transparency and Regulatory Compliance.
The unavailability of SEC filings for CGrowth Capital led to a lack of transparency and regulatory compliance. This absence of public financial disclosures likely further eroded investor confidence and contributed to the stock's negative performance. Show more
Stock Movement Drivers
Fundamental Drivers
The -54.3% change in CGRA stock from 10/31/2025 to 1/16/2026 was primarily driven by a -54.3% change in the company's P/S Multiple.| 10312025 | 1162026 | Change | |
|---|---|---|---|
| Stock Price ($) | 0.00 | 0.00 | -54.29% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4.88 | 4.88 | 0.00% |
| P/S Multiple | 0.00 | 0.00 | -54.29% |
| Shares Outstanding (Mil) | 0.02 | 0.02 | 0.00% |
| Cumulative Contribution | -54.29% |
Market Drivers
10/31/2025 to 1/16/2026| Return | Correlation | |
|---|---|---|
| CGRA | -54.3% | |
| Market (SPY) | 1.4% | 20.0% |
| Sector (XLE) | 8.2% | 23.1% |
Fundamental Drivers
The -27.3% change in CGRA stock from 7/31/2025 to 1/16/2026 was primarily driven by a -27.3% change in the company's P/S Multiple.| 7312025 | 1162026 | Change | |
|---|---|---|---|
| Stock Price ($) | 0.00 | 0.00 | -27.27% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4.88 | 4.88 | 0.00% |
| P/S Multiple | 0.00 | 0.00 | -27.27% |
| Shares Outstanding (Mil) | 0.02 | 0.02 | 0.00% |
| Cumulative Contribution | -27.27% |
Market Drivers
7/31/2025 to 1/16/2026| Return | Correlation | |
|---|---|---|
| CGRA | -27.3% | |
| Market (SPY) | 9.7% | -19.0% |
| Sector (XLE) | 10.3% | -10.5% |
Fundamental Drivers
The -33.3% change in CGRA stock from 1/31/2025 to 1/16/2026 was primarily driven by a -33.3% change in the company's P/S Multiple.| 1312025 | 1162026 | Change | |
|---|---|---|---|
| Stock Price ($) | 0.00 | 0.00 | -33.33% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4.88 | 4.88 | 0.00% |
| P/S Multiple | 0.00 | 0.00 | -33.33% |
| Shares Outstanding (Mil) | 0.02 | 0.02 | 0.00% |
| Cumulative Contribution | -33.33% |
Market Drivers
1/31/2025 to 1/16/2026| Return | Correlation | |
|---|---|---|
| CGRA | -33.3% | |
| Market (SPY) | 15.9% | -12.6% |
| Sector (XLE) | 11.5% | -10.0% |
Fundamental Drivers
The -92.7% change in CGRA stock from 1/31/2023 to 1/16/2026 was primarily driven by a -92.7% change in the company's P/S Multiple.| 1312023 | 1162026 | Change | |
|---|---|---|---|
| Stock Price ($) | 0.02 | 0.00 | -92.66% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4.88 | 4.88 | 0.00% |
| P/S Multiple | 0.00 | 0.00 | -92.66% |
| Shares Outstanding (Mil) | 0.02 | 0.02 | 0.00% |
| Cumulative Contribution | -92.66% |
Market Drivers
1/31/2023 to 1/16/2026| Return | Correlation | |
|---|---|---|
| CGRA | -92.7% | |
| Market (SPY) | 76.5% | -1.7% |
| Sector (XLE) | 16.4% | -4.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CGRA Return | 181% | 119% | -80% | -56% | 35% | -45% | -60% |
| Peers Return | 274% | 65% | 46% | -31% | 45% | 18% | 969% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| CGRA Win Rate | 58% | 50% | 33% | 25% | 58% | 0% | |
| Peers Win Rate | 62% | 47% | 55% | 37% | 62% | 100% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| CGRA Max Drawdown | 0% | -59% | -82% | -73% | -26% | -45% | |
| Peers Max Drawdown | -8% | -10% | -24% | -35% | -40% | -2% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | 0% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CLF, HCC, AMR, METC, BTU.
[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 | CGRA | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -95.8% | -25.4% |
| % Gain to Breakeven | 2289.1% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -61.8% | -33.9% |
| % Gain to Breakeven | 161.9% | 51.3% |
| Time to Breakeven | 141 days | 148 days |
| 2018 Correction | ||
| % Loss | -85.9% | -19.8% |
| % Gain to Breakeven | 609.7% | 24.7% |
| Time to Breakeven | 673 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -99.9% | -56.8% |
| % Gain to Breakeven | 149900.0% | 131.3% |
| Time to Breakeven | 1,303 days | 1,480 days |
Compare to CLF, HCC, AMR, METC, BTU
In The Past
CGrowth Capital's stock fell -95.8% during the 2022 Inflation Shock from a high on 12/5/2022. A -95.8% loss requires a 2289.1% gain to breakeven.
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AI Analysis | Feedback
Here are 1-3 brief analogies to describe CGrowth Capital (CGRA):
- Like a micro-cap industrial REIT such as Prologis, but hyper-focused on developing and leasing properties for niche, emerging sectors.
- A smaller, more diversified version of Innovative Industrial Properties (IIPR), providing real estate and infrastructure for various emerging industries beyond just cannabis.
AI Analysis | Feedback
- Industrial Infrastructure Development: CGrowth Capital develops specialized industrial and agricultural infrastructure, particularly for the cannabis, hemp, and mineral resource industries.
- Commercial Property Leasing: The company leases its developed, turn-key facilities and properties to businesses operating in target sectors.
- Mineral Resource Asset Management: CGrowth Capital invests in and manages assets related to the exploration and development of strategic mineral resources, including rare earth elements.
AI Analysis | Feedback
CGrowth Capital (symbol: CGRA) operates primarily as an investment and asset management company. Its business model involves identifying undervalued opportunities, making strategic investments, providing financing solutions, and developing/managing real estate assets. Due to this investment and holding company structure, CGRA does not have a traditional list of "major customers" who repeatedly purchase goods or services in the manner of a typical operating company.
Instead, CGRA sells its capital, resources, and strategic involvement primarily to other companies. Its "customers" are generally the entities it invests in, partners with, or provides services to through its various ventures. It is highly uncommon for investment companies like CGRA to publicly disclose specific major public customer companies because their revenue derives from investment returns, interest, and asset appreciation/rental income, rather than consistent sales to a defined client base. The entities they invest in or partner with are often private and specific to individual projects.
Based on its business model, the categories of companies that CGrowth Capital primarily serves as "customers" include:
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1. Companies Seeking Capital or Project Financing
CGrowth Capital invests in and provides financing to a range of businesses, particularly those in sectors it targets (e.g., specialized real estate, emerging industries). These are typically private companies that require capital for development, expansion, or operational needs. They "purchase" CGRA's capital or investment.
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2. Joint Venture Partners and Portfolio Companies
CGrowth Capital frequently engages in strategic partnerships and joint ventures for specific projects (e.g., real estate development, asset acquisition). Its partners in these ventures, as well as companies that become part of CGRA's investment portfolio, effectively utilize CGRA's capital, management, or strategic input. These entities are typically private companies established for specific projects or private operating companies in which CGRA acquires an interest.
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3. Commercial Real Estate Tenants/Buyers
For properties that CGRA develops, acquires, or manages, businesses that lease commercial space or purchase developed properties from CGRA would be considered customers. These are typically private operating companies seeking commercial space.
Due to the nature of CGRA's business as an investment and holding company, it does not publicly disclose specific major customer companies with their symbols, as their focus is on asset management, investment returns, and strategic partnerships rather than a traditional customer relationship management model.
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Tarlis R. Thompson, CEO & Director
Mr. Thompson is the CEO & Director of American Infrastructure Holding Corporation (formerly CGrowth Capital, Inc.). He also serves as CEO of the American Carbon subsidiary at American Resources Corp.
Mark C. Jensen, Executive Chairman
Mark C. Jensen is the Executive Chairman of American Infrastructure Holding Corporation. He commented on the merger with CGrowth Capital, stating it represents a significant milestone for American Infrastructure and its shareholders, aiming for a senior exchange listing and capital for growth initiatives.
Nicolas Link, Independent Director
Nick Link was the former Chief Executive Officer of CGrowth Capital, Inc. and remains on the board of the combined entity, American Infrastructure Holding Corporation, after the reverse merger with American Infrastructure Corporation.
Lisa Little, Head of Human Resources
Lisa Little serves as the Head of Human Resources for American Infrastructure Holding Corporation.
AI Analysis | Feedback
The key risks to CGrowth Capital (CGRA) are:
- Going Concern Risk: CGrowth Capital's historical financial performance, including recurring net losses and an accumulated deficit of $88,673,880 as of June 30, 2025, along with current liabilities exceeding current assets by $2,637,137, raises substantial doubt about the company's ability to continue as a going concern. The company's future success depends on its ability to achieve profitable operations or raise additional capital through debt and/or equity markets.
- Lack of Transparency and Regulatory Compliance Issues: A significant concern for a public company is the reported unavailability of SEC filings. While CGRA trades on the OTC Markets, the complete absence of SEC filings indicates a severe lack of transparency and potential non-compliance with standard regulatory disclosure requirements, making it difficult for investors to access crucial financial and operational information.
- Liquidity and Volatility Risk: CGRA shares trade at minimal price levels on the OTC market, with noted low liquidity, which can lead to significant price fluctuations and difficulty for investors to buy or sell shares without impacting the price. The stock is considered "very high risk" due to its volatility and has been rated as a "Strong Sell Candidate" with a falling trend.
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The potential for significant federal regulatory reform in the cannabis industry. Specifically, federal de-scheduling or rescheduling of cannabis, or the passage of legislation like the SAFE Banking Act, would remove the "risk premium" that has historically limited competition from larger, institutional real estate investors and traditional financial lenders. This would likely lead to a substantial increase in competition for cannabis-related properties, potentially driving up acquisition costs, compressing cap rates, and making it more challenging for CGRA to maintain its competitive advantage and generate attractive returns in its current niche.
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CGrowth Capital, Inc. (symbol: CGRA) officially changed its name to American Infrastructure Holding Corporation in April 2025. The company's primary business revolves around supplying raw materials to the infrastructure market, with a specific focus on steelmaking materials, metallurgical carbon, iron ore, and vanadium. The company has operations in the Central Appalachian basin of eastern Kentucky and southern West Virginia, as well as iron ore and vanadium assets in Jamaica, and aims to supply the global infrastructure market.
The addressable markets for CGRA's main products and services are as follows:
- U.S. Infrastructure Market: The U.S. infrastructure market was valued at USD 1.35 trillion in 2024, and is projected to reach USD 2.15 trillion by 2033, growing at a Compound Annual Growth Rate (CAGR) of 5.30% from 2025 to 2033.
- Global Mining Metal Market: The global mining metal market size was estimated at USD 1.13 trillion in 2024 and is predicted to increase from USD 1.19 trillion in 2025 to approximately USD 1.86 trillion by 2034, expanding at a CAGR of 5.13% from 2025 to 2034. North America is anticipated to witness the fastest growth during this period.
- U.S. Mining Market: The U.S. mining market size was valued at USD 86.51 billion in 2023 and is anticipated to reach USD 102.01 billion by 2033, growing at a CAGR of 1.66% from 2023 to 2033.
- Global Mineral Exploration Services Market: The global mineral exploration services market size is projected to grow from USD 13.5 billion in 2023 to USD 21.4 billion by 2032, reflecting a CAGR of 5.2% during the forecast period. This market growth is driven by increasing demand for minerals and metals, advancements in exploration technologies, and the escalating need for sustainable and efficient mining practices. The U.S. demand for critical minerals, including those used in renewable energy technologies and defense applications, is propelling exploration efforts.
AI Analysis | Feedback
CGrowth Capital (CGRA) is anticipated to drive future revenue growth over the next 2-3 years primarily through its continued focus on its mining and sports technology divisions, particularly following the separation of American Infrastructure Corporation (AIC) from CGRA on January 6, 2026.
Here are the key expected drivers:
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Advancement of Lithium Mining Project in Tanzania: CGrowth Capital has been actively involved in acquiring and exploring lithium tenements in Tanzania. The company announced the acquisition of highly promising lithium tenements in May 2023, aiming to tap into Tanzania's rich lithium reserves to meet the growing demand in the renewable energy sector. Subsequently, in December 2023, CGRA was granted seven new prospecting licenses in Tanzania for lithium exploration. Field mapping and sampling operations confirmed the presence of lithium-bearing rock in its prospecting concessions in Tanzania's Dodoma Region, with analytical results revealing traces of lithium in numerous samples and highlighting the region's potential for rare element enrichment. The company is progressing with plans for follow-up sampling, drilling, and working towards a Preliminary Economic Assessment. As the global demand for lithium is projected to surge, the successful exploration, development, and eventual extraction and commercialization of these lithium deposits represent a significant potential revenue driver for CGRA.
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Growth in the Sports Technology Division: CGrowth Capital operates with a "Mining and Sports Technology" division. While specific details on recent initiatives or products within the sports technology sector are less frequently highlighted than the mining ventures in the available information, the continued operation and potential expansion of this division as a distinct business segment are expected to contribute to future revenue growth. The company's strategy as a public holding company is to invest in growth-oriented opportunities where its capital and expertise can add significant value to shareholders.
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Share Issuance
- CGrowth Capital issued 10 million shares of Series A Preferred Stock to American Infrastructure Corporation (AIC) shareholders in January 2025 as part of a merger, which provided conversion rights into 92.0% of the fully diluted common stock.
- Approximately 60 million common shares were also distributed to AIC shareholders during the January 2025 merger.
- As of December 31, 2023, the company had 565,817,518 common shares outstanding with 1,000,000,000 total shares authorized.
Inbound Investments
- In January 2025, American Infrastructure Corporation (AIC) merged with CGrowth Capital, with AIC shareholders acquiring approximately 95% ownership of CGrowth Capital.
- This merger was structured to support future financing for both organic growth and acquisitions within the infrastructure marketplace.
- On January 6, 2026, American Infrastructure Corporation announced its separation from CGrowth Capital, leading to the cancellation of any unconverted Series A Preferred securities of CGrowth Capital.
Outbound Investments
- CGrowth Capital divested Savage Barbell Apparel LLC, CGRA Mining Inc, and CGRA Sports Inc on December 30, 2024.
- The company strategically focuses on acquiring alternative and undervalued assets across various sectors, including mining and sports technology.
- CGrowth Capital maintains a portfolio of lithium tenements in Tanzania, known as the Nkole-Hombolo Lithium Project.
Capital Expenditures
- CGrowth Capital employs a capital-efficient business model by partnering with experienced local operators to generate cash flow with minimal capital expenditure.
- The primary focus of capital allocation is on raw material supply for the infrastructure marketplace.
- Specific areas of focus for operations include metallurgical carbon, iron ore, titanium, and vanadium.
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for CGrowth Capital
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 28.62 |
| Mkt Cap | 3.8 |
| Rev LTM | 1,725 |
| Op Inc LTM | -30 |
| FCF LTM | -47 |
| FCF 3Y Avg | 141 |
| CFO LTM | 109 |
| CFO 3Y Avg | 581 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -20.1% |
| Rev Chg 3Y Avg | -7.2% |
| Rev Chg Q | -3.4% |
| QoQ Delta Rev Chg LTM | -0.9% |
| Op Mgn LTM | -1.3% |
| Op Mgn 3Y Avg | 12.5% |
| QoQ Delta Op Mgn LTM | -1.5% |
| CFO/Rev LTM | 8.9% |
| CFO/Rev 3Y Avg | 18.0% |
| FCF/Rev LTM | -3.6% |
| FCF/Rev 3Y Avg | 3.8% |
Price Behavior
| Market Price | $0.00 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 12/19/2006 | |
| Distance from 52W High | -81.8% | |
| 50 Days | 200 Days | |
| DMA Price | $0.00 | $0.00 |
| DMA Trend | indeterminate | down |
| Distance from DMA | -45.7% | -53.8% |
| 3M | 1YR | |
| Volatility | 186.2% | 235.6% |
| Downside Capture | 959.99 | 78.73 |
| Upside Capture | 195.72 | -22.87 |
| Correlation (SPY) | 22.7% | -12.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.64 | 4.76 | -3.36 | -3.79 | -1.08 | -0.23 |
| Up Beta | -14.66 | -1.67 | 3.38 | 0.88 | 0.09 | 0.64 |
| Down Beta | -3.04 | 4.81 | -21.40 | -19.21 | -5.46 | -3.04 |
| Up Capture | 864% | 836% | 916% | 204% | 123% | 4% |
| Bmk +ve Days | 11 | 23 | 37 | 72 | 143 | 431 |
| Stock +ve Days | 5 | 12 | 22 | 42 | 88 | 284 |
| Down Capture | 566% | 506% | 301% | 243% | 103% | 104% |
| Bmk -ve Days | 11 | 18 | 27 | 55 | 108 | 320 |
| Stock -ve Days | 10 | 18 | 30 | 60 | 117 | 347 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| CGRA vs. Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| CGRA | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -61.0% | 7.1% | 19.8% | 70.5% | 3.8% | 10.2% | -1.2% |
| Annualized Volatility | 234.9% | 25.0% | 19.3% | 20.0% | 15.3% | 16.7% | 34.5% |
| Sharpe Ratio | 0.57 | 0.23 | 0.81 | 2.56 | 0.04 | 0.41 | 0.06 |
| Correlation With Other Assets | -9.7% | -13.0% | 9.3% | -12.1% | -10.3% | -2.8% | |
ETFs used for asset classes: Sector ETF = XLE, 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
| CGRA vs. Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| CGRA | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -20.4% | 22.5% | 14.1% | 19.4% | 11.1% | 6.1% | 20.0% |
| Annualized Volatility | 222.7% | 26.7% | 17.1% | 15.6% | 18.7% | 18.8% | 48.1% |
| Sharpe Ratio | 0.86 | 0.77 | 0.66 | 1.00 | 0.47 | 0.23 | 0.45 |
| Correlation With Other Assets | -0.4% | 0.6% | 2.2% | -0.4% | -1.0% | 2.3% | |
ETFs used for asset classes: Sector ETF = XLE, 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
| CGRA vs. Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| CGRA | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 5.9% | 9.7% | 15.5% | 14.8% | 7.6% | 5.9% | 70.8% |
| Annualized Volatility | 212.7% | 29.8% | 18.0% | 14.8% | 17.6% | 20.8% | 55.7% |
| Sharpe Ratio | 0.97 | 0.37 | 0.75 | 0.83 | 0.35 | 0.25 | 0.91 |
| Correlation With Other Assets | 2.7% | 2.1% | 2.5% | 2.3% | 1.9% | 3.4% | |
ETFs used for asset classes: Sector ETF = XLE, 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 |
|---|---|---|
| 06/30/2002 | 11/21/2002 | 10-Q (06/30/2002) |
| 03/31/2002 | 11/21/2002 | 10-Q (03/31/2002) |
| 12/31/2001 | 06/18/2002 | 10-K (12/31/2001) |
| 09/30/2001 | 05/30/2002 | 10-Q (09/30/2001) |
| 06/30/2001 | 05/30/2002 | 10-Q (06/30/2001) |
| 03/31/2001 | 05/30/2002 | 10-Q (03/31/2001) |
| 12/31/2000 | 02/08/2002 | 10-K (12/31/2000) |
Industry Resources
External Quote Links
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| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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