Charles & Colvard Ltd (CTHR) — Strategic Asset Allocation Index
Charles & Colvard Ltd (CTHR) has a Strategic Asset Allocation Index of 11.8% as of June 2023. Strategic assets (PP&E of $4.67 Million plus long-term investments of $-) total $4.67 Million, measured against net assets of $39.77 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check CTHR goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Charles & Colvard Ltd Strategic Asset Allocation Index (2001–2023)
This chart shows how Charles & Colvard Ltd's Strategic Asset Allocation Index has evolved across 23 annual periods from 2001 to 2023. As of June 2023, the index stands at 11.8%, representing strategic assets of $4.67 Million against net assets of $39.77 Million USD.
Annual Strategic Asset Allocation Index for Charles & Colvard Ltd (2001–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Charles & Colvard Ltd from 2001 to 2023, covering 23 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see Charles & Colvard Ltd market cap and net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 11.8% | $4.67 Million | $4.67 Million | $- | $39.77 Million | ▲ +3.9 pp |
| 2022 | 7.9% | $4.69 Million | $4.69 Million | $- | $59.56 Million | ▼ -0.8 pp |
| 2021 | 8.7% | $4.83 Million | $4.83 Million | $- | $55.69 Million | ▲ +4.8 pp |
| 2020 | 3.8% | $1.58 Million | $1.58 Million | $- | $41.44 Million | ▲ +1.6 pp |
| 2019 | 2.2% | $1.03 Million | $1.03 Million | $- | $45.72 Million | ▼ -1.3 pp |
| 2018 | 3.6% | $1.24 Million | $1.24 Million | $- | $34.86 Million | ▼ -0.4 pp |
| 2017 | 4.0% | $1.39 Million | $1.39 Million | $- | $34.87 Million | ▼ -0.2 pp |
| 2016 | 4.2% | $1.62 Million | $1.62 Million | $- | $38.39 Million | ▲ +0.2 pp |
| 2015 | 4.0% | $1.86 Million | $1.86 Million | $- | $46.02 Million | ▲ +1.0 pp |
| 2014 | 3.0% | $1.72 Million | $1.72 Million | $- | $57.43 Million | ▼ -0.1 pp |
| 2013 | 3.1% | $1.75 Million | $1.75 Million | $- | $56.68 Million | ▲ +0.3 pp |
| 2012 | 2.8% | $1.42 Million | $1.42 Million | $- | $51.05 Million | ▲ +2.0 pp |
| 2011 | 0.8% | $377.00K | $377.00K | $- | $48.81 Million | ▲ +0.3 pp |
| 2010 | 0.4% | $218.00K | $218.00K | $- | $48.88 Million | ▼ -0.3 pp |
| 2009 | 0.8% | $412.00K | $412.00K | $- | $52.05 Million | ▼ -0.2 pp |
| 2008 | 1.0% | $597.00K | $597.00K | $- | $57.91 Million | ▼ -0.1 pp |
| 2007 | 1.1% | $651.00K | $651.00K | $- | $59.28 Million | ▲ +0.2 pp |
| 2006 | 0.9% | $496.00K | $496.00K | $- | $57.97 Million | ▼ -0.3 pp |
| 2005 | 1.1% | $525.00K | $525.00K | $- | $47.26 Million | ▲ +0.1 pp |
| 2004 | 1.0% | $453.00K | $453.00K | $- | $44.12 Million | ▼ 0.0 pp |
| 2003 | 1.0% | $450.00K | $450.00K | $- | $43.75 Million | ▲ +0.0 pp |
| 2002 | 1.0% | $342.00K | $342.00K | $- | $34.08 Million | ▼ -1.1 pp |
| 2001 | 2.1% | $552.00K | $552.00K | $- | $26.86 Million | — |