Resolute Management (RHLD)
Market Price (3/30/2026): $151.99 | Market Cap: $1.3 BilSector: Industrials | Industry: Diversified Support Services
Resolute Management (RHLD)
Market Price (3/30/2026): $151.99Market Cap: $1.3 BilSector: IndustrialsIndustry: Diversified Support Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 45% | Stock price has recently run up significantly6M Rtn6 month market price return is 123%, 12M Rtn12 month market price return is 375% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 31% | Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 57% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 42%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 41% | 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 -3.0% |
| Attractive yieldFCF Yield is 15% | High stock price volatilityVol 12M is 127% |
| Megatrend and thematic driversMegatrends include Fintech & Digital Payments, and Digital & Alternative Assets. Themes include Wealth Management Technology, Private Equity, Show more. | Key risksRHLD key risks include [1] its heavy financial dependence on the performance of its managed companies, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 45% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 31% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 42%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 41% |
| Attractive yieldFCF Yield is 15% |
| Megatrend and thematic driversMegatrends include Fintech & Digital Payments, and Digital & Alternative Assets. Themes include Wealth Management Technology, Private Equity, Show more. |
| Stock price has recently run up significantly6M Rtn6 month market price return is 123%, 12M Rtn12 month market price return is 375% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 57% |
| 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 -3.0% |
| High stock price volatilityVol 12M is 127% |
| Key risksRHLD key risks include [1] its heavy financial dependence on the performance of its managed companies, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Negative Q4 and Full-Year 2025 GAAP Financial Results: Resolute Management reported a GAAP net loss of $5.923 million and diluted EPS of ($0.69) for the full year 2025, with Q4 GAAP EPS at ($0.20) per share. This led to a significant negative market reaction, causing the stock to decline 25.07% on March 12, 2026, the day the news was published, and reducing the company's valuation by approximately $416 million.
2. Elevated Balance-Sheet Risk and Debt Profile: The company demonstrated elevated balance-sheet risk, including a high debt-to-equity ratio of 4.17. While new $30 million credit facilities were announced in February 2026, they were accompanied by covenant constraints, which analysts viewed as a negative factor.
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Stock Movement Drivers
Fundamental Drivers
The -14.5% change in RHLD stock from 11/30/2025 to 3/29/2026 was primarily driven by a -0.3% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 11302025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 177.64 | 151.84 | -14.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 462 | 0.0% |
| P/S Multiple | � | 2.8 | 0.0% |
| Shares Outstanding (Mil) | 8 | 9 | -0.3% |
| Cumulative Contribution | 0.0% |
Market Drivers
11/30/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| RHLD | -14.5% | |
| Market (SPY) | -5.3% | 35.5% |
| Sector (XLI) | 3.9% | 27.8% |
Fundamental Drivers
The 129.7% change in RHLD stock from 8/31/2025 to 3/29/2026 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 8312025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 66.09 | 151.84 | 129.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 462 | 0.0% |
| P/S Multiple | � | 2.8 | 0.0% |
| Shares Outstanding (Mil) | 8 | 9 | -0.3% |
| Cumulative Contribution | 0.0% |
Market Drivers
8/31/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| RHLD | 129.7% | |
| Market (SPY) | 0.6% | 16.1% |
| Sector (XLI) | 5.5% | 13.1% |
Fundamental Drivers
nullnull
Market Drivers
2/28/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| RHLD | 224.3% | |
| Market (SPY) | 9.8% | 12.8% |
| Sector (XLI) | 18.4% | 14.1% |
Fundamental Drivers
nullnull
Market Drivers
2/28/2023 to 3/29/2026| Return | Correlation | |
|---|---|---|
| RHLD | ||
| Market (SPY) | 69.4% | 12.8% |
| Sector (XLI) | 65.1% | 14.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| RHLD Return | - | - | - | - | 341% | -23% | 240% |
| Peers Return | 80% | -29% | 67% | 55% | -4% | -27% | 135% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| RHLD Win Rate | - | - | - | - | 64% | 0% | |
| Peers Win Rate | 72% | 42% | 67% | 73% | 52% | 13% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| RHLD Max Drawdown | - | - | - | - | -47% | -46% | |
| Peers Max Drawdown | -5% | -41% | -5% | -5% | -33% | -32% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: BX, KKR, APO, CG, ARES.
[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 3/27/2026 (YTD)
How Low Can It Go
RHLD has limited trading history. Below is the Industrials sector ETF (XLI) in its place.
| Event | XLI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -22.6% | -25.4% |
| % Gain to Breakeven | 29.2% | 34.1% |
| Time to Breakeven | 273 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -42.8% | -33.9% |
| % Gain to Breakeven | 74.8% | 51.3% |
| Time to Breakeven | 232 days | 148 days |
| 2018 Correction | ||
| % Loss | -24.6% | -19.8% |
| % Gain to Breakeven | 32.6% | 24.7% |
| Time to Breakeven | 312 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -63.3% | -56.8% |
| % Gain to Breakeven | 172.8% | 131.3% |
| Time to Breakeven | 1,463 days | 1,480 days |
Compare to BX, KKR, APO, CG, ARES
In The Past
SPDR Select Sector Fund's stock fell -22.6% during the 2022 Inflation Shock from a high on 1/4/2022. A -22.6% loss requires a 29.2% gain to breakeven.
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About Resolute Management (RHLD)
AI Analysis | Feedback
Here are 1-3 brief analogies for Resolute Management (RHLD):
- A startup Blackstone.
- Like a new Apollo Global Management or KKR, managing diverse alternative investments.
AI Analysis | Feedback
*Alternative Asset Management Services: The company provides services related to managing investments in non-traditional asset classes such as private equity, real estate, and hedge funds.
AI Analysis | Feedback
Resolute Management (RHLD) operates as an alternative asset management platform company. Given the nature of its business and its recent incorporation in 2024, specific customer names are not publicly disclosed. However, based on its operational description, the company primarily serves sophisticated investors. The categories of customers that Resolute Management would typically serve include:
- Institutional Investors: This category includes large organizations such as pension funds, endowments, sovereign wealth funds, and foundations that seek specialized alternative investment strategies for their portfolios.
- Family Offices and Ultra-High-Net-Worth Individuals (UHNWIs): Wealthy families and individuals who require tailored investment solutions and access to diverse alternative assets to manage and grow their substantial wealth.
- Other Financial Institutions: This may include other asset managers, wealth management firms, or consultants who utilize Resolute Management's platform to offer alternative investment products to their own client base.
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David Cote Executive Chairman
Mr. Cote brings over 40 years of operating experience across diverse industries. He previously served as Executive Chairman of the Board and Chief Executive Officer of Honeywell from 2002 to 2017, where he led a strategic shift focused on profitable growth, margin improvement, and a results-oriented culture. Under his leadership, Honeywell's revenues increased by 83% from 2003 to 2017, and its market capitalization grew from $20 billion to approximately $112 billion. He also implemented a disciplined acquisition framework to build Honeywell's divisions and optimize its business portfolio. More recently, since February 2020, Mr. Cote has served as the Executive Chairman of the Board of Vertiv, where the stock price increased by 1,520% during his tenure as of December 31, 2025.
Thomas R. Knott Chief Executive Officer
Mr. Knott has over 15 years of investment experience spanning various asset classes and investment structures. Most recently, he led the Permanent Capital Strategies group at Goldman Sachs, focusing on developing a platform to combine long-term capital and a disciplined acquisition strategy with operating capabilities. While at Goldman Sachs, Mr. Knott successfully led the initial public offerings of special purpose acquisition companies (SPACs) GS Acquisition Holdings Corp ("GSAH I") and GS Acquisition Holdings Corp II ("GSAH II") through to their respective mergers with Vertiv and Mirion Technologies.
Kurt Schoen Chief Financial Officer
Mr. Schoen has served as Chief Financial Officer of Resolute Holdings Management, Inc. since February 19, 2025. He is a CFA Charterholder and CPA. His prior experience includes serving as a Principal at I 130 Partners, a private investment firm, from March 2022 to September 2024, where he held operational roles at portfolio companies, including Interim CEO of Euro-Wall Systems and Head of M&A at Paschal Air, Plumbing & Electric. Before that, he was a Senior Equity Analyst at Hightower Advisors and GCI Partners, and held roles in equity research at CLSA Americas and as Controller at MHR Fund Management. His early career involved audit and accounting at KPMG.
Timothy Fitzsimmons Treasurer
Mr. Fitzsimmons is listed as the Treasurer for Resolute Holdings Management. He previously served as the Chief Financial Officer of CompoSecure, Inc., from which Resolute Holdings Management was spun off in February 2025. He is expected to retire from CompoSecure by early 2026 but will remain as a consultant through January 2027 to ensure a smooth transition.
David A.P. Marshall Chief Legal Counsel and Corporate Secretary
Mr. Marshall was appointed Chief Legal Counsel and Corporate Secretary, effective March 30, 2026. Prior to joining Resolute Holdings, he was a Partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP in New York City for nearly a decade, where he advised public companies on complex transactions and capital markets matters. He holds a J.D. and M.P.P. from the University of Toronto and a B.A. from McGill University.
AI Analysis | Feedback
```htmlKey Business Risks for Resolute Management (RHLD)
- High Concentration and Dependence on Performance of Managed Companies: Resolute Holdings Management, Inc. (RHLD) operates an asset-light model where its revenues are substantially derived from fees tied to the Adjusted EBITDA of a very limited number of managed companies, primarily GPGI, Inc. (formerly CompoSecure, Inc.) and, from 2026, Husky Technologies Limited. This structure creates a significant concentration risk, meaning any underperformance, operational challenges, or decline in profitability of these few entities would directly and severely impact RHLD's financial results and growth prospects.
- Stock Price Volatility and Perceived Overvaluation: RHLD has experienced considerable stock price volatility, including a significant decline after being flagged as overvalued by market analysis in late 2025. Such market perceptions and subsequent sharp re-pricing can negatively affect investor confidence, limit future capital-raising capabilities, and influence the company's overall market standing and ability to attract new managed assets.
- Exposure to Specific Industry and Operational Risks of Managed Entities: As an alternative asset management platform, RHLD is indirectly exposed to the distinct industry-specific and operational risks faced by its managed businesses. For example, GPGI's digital asset products, like Arculus, are subject to extensive and evolving regulatory and market risks. Similarly, Husky faces vulnerabilities related to cyclical capital spending, emerging-market demand, volatility in commodity prices (such as steel), foreign exchange fluctuations, and global supply-chain and trade-compliance risks. These external factors, largely outside RHLD's direct control, can significantly influence the performance of the managed companies and, consequently, RHLD's fee-based revenue streams.
AI Analysis | Feedback
The rapid evolution and adoption of advanced AI/Machine Learning-driven platforms for investment analysis and portfolio management, coupled with the increasing maturation and application of blockchain technology for tokenizing and enabling greater liquidity in alternative assets, pose clear emerging threats. These technological advancements have the potential to fundamentally alter the competitive landscape by offering superior efficiency, lower costs, and enhanced liquidity that could disrupt existing and newly established alternative asset management platforms.
AI Analysis | Feedback
Resolute Holdings Management, Inc. (RHLD) operates as an alternative asset management platform company that provides operating management services, including the oversight of capital allocation strategy, operational practices, and M&A sourcing and execution, for its managed businesses. Its revenue is primarily generated through management fees from these entities. The company focuses on acquiring high-quality businesses and implementing its "Resolute Operating System" to enhance their value.
The addressable market for Resolute Management's services can be framed within the broader alternative asset management industry, where it seeks to manage and grow alternative assets and businesses. The market for alternative assets is substantial and projected to grow significantly in the coming years:
- The global alternative assets under management (AUM) are forecasted to reach approximately $29.2 trillion by 2029, increasing from $16.8 trillion at the end of 2023, with an anticipated annualized growth rate of 9.7%.
- This global market is expected to surpass $30 trillion by 2030.
- Other projections estimate the global alternatives market AUM to reach $32 trillion by 2030, encompassing private equity, private credit, infrastructure, real estate, hedge funds, and natural resources.
- Specifically, the global alternative investment funds (AIFs) market was valued at $12.8 trillion in 2023 and is projected to reach $25.8 trillion by 2032, growing at a compound annual growth rate (CAGR) of 7.9% from 2024 to 2032. In 2024, the global Alternative Investment Funds Market size was valued at over $13.81 trillion and is expected to grow to $23.69 trillion in 2032 at a CAGR of 8.0%.
For the United States:
- The U.S. asset management market as a whole is valued at approximately USD 140 trillion.
- Within the U.S. asset management market, alternative assets are projected to experience the fastest growth, with a 14.62% CAGR from 2026 to 2031.
- The overall U.S. asset management market size is projected at USD 70.97 trillion in 2026 and is forecast to reach USD 125.98 trillion by 2031.
While Resolute Management's services are specialized within "operating management" for businesses within the alternative asset space, these figures for the global and U.S. alternative asset management markets represent the broad addressable market in which the company operates and seeks to grow its managed assets.
AI Analysis | Feedback
Resolute Management (RHLD) is an alternative asset management platform company that derives its revenue primarily from management fees based on the adjusted EBITDA of its managed entities. Over the next 2-3 years, several key drivers are expected to fuel its revenue growth:
- New Management Agreement with Husky Holdings LLC: A significant driver of future revenue growth is the management agreement with Husky Holdings LLC, which commenced in January 2026. This agreement is anticipated to substantially increase Resolute Management's fee stream and overall profitability. Husky, a manufacturer of industrial equipment, is projected to generate considerable adjusted EBITDA, translating into an estimated $10 million in additional quarterly management fees for RHLD.
- Organic Growth and Operational Improvements of Managed Businesses: Resolute Management's revenue is directly tied to the Adjusted EBITDA of its managed companies, which currently include CompoSecure and Husky. Therefore, growth in the underlying businesses through increased sales, market expansion, enhanced operational efficiencies, and the implementation of Resolute's Operating System (ROS) are expected to drive higher management fees for RHLD.
- Accretive Investments and Diversifying Acquisitions by Managed Businesses: Resolute Management provides oversight of capital allocation strategy and M&A sourcing and execution for its managed businesses. Growth achieved through accretive investments and strategic acquisitions made by CompoSecure and Husky will expand their respective Adjusted EBITDAs, consequently increasing the management fees collected by RHLD.
- Expansion to New Managed Entities: The company's stated primary business objective includes providing operating management services to "any other companies we may manage in the future," both domestically and internationally. This strategic focus on identifying and integrating new businesses into its management platform is a fundamental driver for expanding Resolute Management's fee-generating base over the coming years.
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Share Issuance
- Resolute Holdings Management, Inc. was spun off from CompoSecure, Inc. in February 2025, establishing its initial share structure.
- As of March 10, 2026, the company reported 8,474,010 common shares outstanding.
Inbound Investments
- The company's initial capital formation was through its spin-off from CompoSecure, Inc. in February 2025.
- Prior to the spin-off, for the fiscal year ended December 31, 2024, Resolute Holdings had only immaterial amounts of cash and no operations or revenues.
- Various institutional investors acquired new stakes in Resolute Holdings Management in the fourth quarter (likely 2025), with individual amounts ranging from approximately $27,000 to $86,000.
Outbound Investments
- Resolute Holdings Management operates as an alternative asset management platform focused on providing operating management services, including oversight of capital allocation strategy and M&A sourcing and execution, for its managed businesses such as GPGI, Inc. and Husky Holdings LLC.
- Resolute Holdings does not own equity in GPGI, Husky, or GPGI Holdings, indicating its role as a manager rather than a direct equity investor in these entities.
Capital Expenditures
- Resolute Holdings had no operations or revenues for the fiscal year ended December 31, 2024.
- Following its spin-off, Resolute Holdings has incurred and expects to continue incurring significant costs for initial resource investments to build capabilities required for its management agreements.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Resolute Management Earnings Notes | 12/16/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to RHLD.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 02272026 | EFX | Equifax | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.0% | 0.0% | 0.0% |
| 02202026 | LZ | LegalZoom.com | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 7.2% | 7.2% | -5.0% |
| 02132026 | ADP | Automatic Data Processing | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 1.1% | 1.1% | -3.0% |
| 02132026 | TREX | Trex | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -3.2% | -3.2% | -5.9% |
| 02132026 | PCTY | Paylocity | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | -0.6% | -0.6% | -4.8% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 107.17 |
| Mkt Cap | 44.0 |
| Rev LTM | 9,006 |
| Op Inc LTM | 691 |
| FCF LTM | 1,756 |
| FCF 3Y Avg | 1,865 |
| CFO LTM | 1,872 |
| CFO 3Y Avg | 1,942 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 18.1% |
| Rev Chg 3Y Avg | 30.3% |
| Rev Chg Q | 38.3% |
| QoQ Delta Rev Chg LTM | 12.0% |
| Op Mgn LTM | 20.9% |
| Op Mgn 3Y Avg | 21.1% |
| QoQ Delta Op Mgn LTM | -0.6% |
| CFO/Rev LTM | 30.1% |
| CFO/Rev 3Y Avg | 18.1% |
| FCF/Rev LTM | 29.6% |
| FCF/Rev 3Y Avg | 18.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 44.0 |
| P/S | 4.2 |
| P/EBIT | 8.9 |
| P/E | 24.1 |
| P/CFO | 8.0 |
| Total Yield | 7.6% |
| Dividend Yield | 2.5% |
| FCF Yield 3Y Avg | 3.4% |
| D/E | 0.4 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -4.2% |
| 3M Rtn | -29.9% |
| 6M Rtn | -30.6% |
| 12M Rtn | -19.4% |
| 3Y Rtn | 71.5% |
| 1M Excs Rtn | -0.8% |
| 3M Excs Rtn | -22.2% |
| 6M Excs Rtn | -26.9% |
| 12M Excs Rtn | -35.3% |
| 3Y Excs Rtn | 10.1% |
Price Behavior
| Market Price | $151.84 | |
| Market Cap ($ Bil) | 1.3 | |
| First Trading Date | 02/28/2025 | |
| Distance from 52W High | -32.9% | |
| 50 Days | 200 Days | |
| DMA Price | $102.51 | $36.92 |
| DMA Trend | up | down |
| Distance from DMA | 48.1% | 311.3% |
| 3M | 1YR | |
| Volatility | 100.0% | 127.8% |
| Downside Capture | 2.75 | 1.06 |
| Upside Capture | 400.04 | 291.80 |
| Correlation (SPY) | 36.4% | 10.2% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.28 | 1.53 | 1.47 | 1.27 | 0.70 | -0.14 |
| Up Beta | 3.46 | 3.74 | 2.93 | -1.70 | -0.35 | -0.99 |
| Down Beta | -0.74 | -1.61 | -1.21 | -0.08 | 0.46 | 0.46 |
| Up Capture | 187% | 159% | 233% | 601% | 600% | 73% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 8 | 18 | 30 | 68 | 129 | 129 |
| Down Capture | 360% | 290% | 227% | 118% | 121% | 77% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 13 | 23 | 31 | 56 | 117 | 117 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with RHLD | |
|---|---|---|---|---|
| RHLD | 346.5% | 127.4% | 1.65 | - |
| Sector ETF (XLI) | 20.5% | 19.2% | 0.84 | 11.5% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | 10.2% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | 4.3% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | 2.6% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | 7.2% |
| Bitcoin (BTCUSD) | -23.7% | 44.2% | -0.49 | 8.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with RHLD | |
|---|---|---|---|---|
| RHLD | 25.7% | 132.0% | 1.31 | - |
| Sector ETF (XLI) | 12.3% | 17.2% | 0.56 | 14.2% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 12.8% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | 4.2% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | 3.9% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | 11.8% |
| Bitcoin (BTCUSD) | 4.0% | 56.6% | 0.29 | 9.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with RHLD | |
|---|---|---|---|---|
| RHLD | 12.1% | 132.0% | 1.31 | - |
| Sector ETF (XLI) | 13.0% | 19.8% | 0.58 | 14.2% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 12.8% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 4.2% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 3.9% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 11.8% |
| Bitcoin (BTCUSD) | 66.4% | 66.8% | 1.06 | 9.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Schoen, Kurt | Chief Financial Officer | Direct | Buy | 11202025 | 149.23 | 900 | 134,307 | 283,537 | Form |
| 2 | Mahoney, Timothy O | Direct | Buy | 11202025 | 152.98 | 3,268 | 499,985 | 1,408,534 | Form | |
| 3 | Mahoney, Timothy O | Direct | Buy | 11122025 | 168.52 | 5,939 | 1,000,869 | 1,000,869 | Form | |
| 4 | Schoen, Kurt | Chief Financial Officer | Direct | Buy | 11122025 | 164.95 | 1,000 | 164,950 | 164,950 | Form |
| 5 | Thompson, Jane J | Direct | Sell | 3182026 | 124.42 | 1,850 | 230,177 | 780,487 | Form |
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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