Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AMD Advanced Micro Devices, Inc. | Technology | 7.25% |
AMZN Amazon.com, Inc | Consumer Cyclical | 7.25% |
ASML ASML Holding N.V. | Technology | 7.25% |
BMNR Bitmine Immersion Technologies Inc | Financial Services | 1% |
BN Brookfield Corp | Financial Services | 10% |
BRK-B Berkshire Hathaway Inc. | Financial Services | 10% |
CSU.TO Constellation Software Inc. | Technology | 10% |
GOOG Alphabet Inc | Communication Services | 7.25% |
GRNY Fundstrat Granny Shots US Large Cap ETF | Large Cap Blend Equities | 5% |
MCHI iShares MSCI China ETF | China Equities | 5% |
MSFT Microsoft Corporation | Technology | 7.25% |
MSTR MicroStrategy Incorporated | Technology | 1% |
NVDA NVIDIA Corporation | Technology | 7.25% |
PLTR Palantir Technologies Inc. | Technology | 7.25% |
TSM Taiwan Semiconductor Manufacturing Company Limited | Technology | 7.25% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Experimental Stock Picks TFSA Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.
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The earliest data available for this chart is Jun 5, 2025, corresponding to the inception date of BMNR
Returns By Period
| 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.11% | -4.18% | -3.84% | -1.98% | 21.98% | 16.86% | 10.37% | 12.29% |
Portfolio Experimental Stock Picks TFSA Portfolio | 0.09% | -3.95% | -6.89% | -5.50% | — | — | — | — |
| Portfolio components: | ||||||||
BRK-B Berkshire Hathaway Inc. | -0.24% | -2.08% | -5.03% | -4.29% | -9.96% | 15.44% | 13.08% | 12.79% |
BN Brookfield Corp | 0.37% | -5.16% | -10.74% | -10.46% | 22.54% | 24.67% | 12.29% | 14.68% |
CSU.TO Constellation Software Inc. | -0.48% | -9.66% | -27.03% | -39.20% | -45.20% | -2.04% | 4.80% | 17.41% |
MCHI iShares MSCI China ETF | -0.29% | -2.26% | -7.04% | -15.07% | 6.35% | 6.34% | -5.77% | 4.71% |
GRNY Fundstrat Granny Shots US Large Cap ETF | -0.08% | -4.38% | -3.03% | -4.49% | 37.36% | — | — | — |
NVDA NVIDIA Corporation | 0.93% | -3.08% | -4.88% | -5.44% | 74.29% | 85.17% | 66.71% | 70.07% |
PLTR Palantir Technologies Inc. | 1.34% | -3.09% | -16.48% | -14.22% | 77.58% | 160.69% | 45.12% | — |
MSFT Microsoft Corporation | 1.11% | -7.83% | -22.60% | -27.51% | 0.86% | 10.00% | 9.94% | 22.58% |
GOOG Alphabet Inc | -0.15% | -2.89% | -6.10% | 19.64% | 93.59% | 41.44% | 22.67% | 23.06% |
AMZN Amazon.com, Inc | -0.38% | -3.25% | -9.12% | -4.44% | 17.58% | 27.00% | 5.83% | 21.61% |
Monthly Returns
Based on dividend-adjusted daily data since Jun 6, 2025, Experimental Stock Picks TFSA Portfolio's average daily return is +0.13%, while the average monthly return is +2.28%. At this rate, your investment would double in approximately 2.6 years.
Historically, 64% of months were positive and 36% were negative. The best month was Jun 2025 with a return of +14.5%, while the worst month was Mar 2026 at -4.6%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.
On a daily basis, Experimental Stock Picks TFSA Portfolio closed higher 54% of trading days. The best single day was Jul 3, 2025 with a return of +16.8%, while the worst single day was Jul 9, 2025 at -7.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.14% | -3.54% | -4.61% | 1.05% | -6.89% | ||||||||
| 2025 | 14.50% | 5.17% | 1.54% | 7.40% | 7.80% | -4.22% | -0.21% | 35.31% |
Benchmark Metrics
Experimental Stock Picks TFSA Portfolio has an annualized alpha of 12.38%, beta of 1.62, and R² of 0.39 versus S&P 500 Index. Calculated based on daily prices since June 06, 2025.
- This portfolio captured 219.67% of S&P 500 Index gains and 132.59% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- R² of 0.39 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 12.38%
- Beta
- 1.62
- R²
- 0.39
- Upside Capture
- 219.67%
- Downside Capture
- 132.59%
Expense Ratio
Experimental Stock Picks TFSA Portfolio has an expense ratio of 0.07%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
Return / Risk — by metrics
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 15 | -0.62 | -0.73 | 0.90 | -0.70 | -1.19 |
BN Brookfield Corp | 53 | 0.41 | 0.78 | 1.11 | 0.67 | 1.94 |
CSU.TO Constellation Software Inc. | 5 | -1.21 | -1.88 | 0.78 | -0.82 | -1.51 |
MCHI iShares MSCI China ETF | 16 | 0.23 | 0.47 | 1.06 | 0.27 | 0.70 |
GRNY Fundstrat Granny Shots US Large Cap ETF | 64 | 1.18 | 1.77 | 1.25 | 2.29 | 7.42 |
NVDA NVIDIA Corporation | 81 | 1.47 | 2.17 | 1.27 | 3.02 | 7.54 |
PLTR Palantir Technologies Inc. | 74 | 1.22 | 1.79 | 1.24 | 1.99 | 4.80 |
MSFT Microsoft Corporation | 35 | -0.06 | 0.11 | 1.01 | -0.05 | -0.12 |
GOOG Alphabet Inc | 94 | 2.87 | 3.82 | 1.47 | 4.14 | 15.67 |
AMZN Amazon.com, Inc | 46 | 0.20 | 0.55 | 1.07 | 0.42 | 1.00 |
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Dividends
Dividend yield
Experimental Stock Picks TFSA Portfolio provided a 0.41% dividend yield over the last twelve months.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.41% | 0.39% | 0.42% | 0.47% | 0.62% | 0.39% | 0.46% | 0.90% | 0.78% | 0.65% | 0.79% | 0.87% |
| Portfolio components: | ||||||||||||
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BN Brookfield Corp | 0.61% | 0.52% | 0.56% | 0.70% | 1.44% | 1.12% | 1.55% | 1.11% | 1.56% | 1.29% | 1.58% | 1.50% |
CSU.TO Constellation Software Inc. | 0.23% | 0.17% | 0.12% | 0.16% | 0.25% | 0.21% | 0.30% | 2.53% | 0.60% | 0.68% | 0.86% | 0.90% |
MCHI iShares MSCI China ETF | 2.28% | 2.12% | 2.31% | 2.66% | 1.78% | 1.04% | 1.04% | 1.45% | 1.60% | 1.56% | 1.66% | 2.76% |
GRNY Fundstrat Granny Shots US Large Cap ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NVDA NVIDIA Corporation | 0.02% | 0.02% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% |
PLTR Palantir Technologies Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.93% | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% |
GOOG Alphabet Inc | 0.29% | 0.26% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMZN Amazon.com, Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Experimental Stock Picks TFSA Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Experimental Stock Picks TFSA Portfolio was 16.69%, occurring on Aug 1, 2025. Recovery took 60 trading sessions.
The current Experimental Stock Picks TFSA Portfolio drawdown is 11.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.69% | Jul 4, 2025 | 21 | Aug 1, 2025 | 60 | Oct 27, 2025 | 81 |
| -15.9% | Nov 4, 2025 | 102 | Mar 30, 2026 | — | — | — |
| -1.64% | Jun 17, 2025 | 4 | Jun 20, 2025 | 2 | Jun 24, 2025 | 6 |
| -1.46% | Jun 11, 2025 | 3 | Jun 13, 2025 | 1 | Jun 16, 2025 | 4 |
| -1.07% | Oct 30, 2025 | 1 | Oct 30, 2025 | 2 | Nov 3, 2025 | 3 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 15 assets, with an effective number of assets of 12.94, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.
Asset Correlations Table
| Benchmark | BRK-B | CSU.TO | MCHI | MSFT | GOOG | BMNR | MSTR | AMZN | PLTR | AMD | ASML | BN | NVDA | TSM | GRNY | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Benchmark | 1.00 | 0.18 | 0.22 | 0.48 | 0.52 | 0.55 | 0.46 | 0.43 | 0.62 | 0.52 | 0.50 | 0.60 | 0.70 | 0.59 | 0.61 | 0.89 | 0.80 |
| BRK-B | 0.18 | 1.00 | 0.14 | 0.03 | 0.04 | -0.03 | -0.05 | -0.17 | 0.08 | -0.07 | -0.19 | -0.08 | 0.18 | -0.25 | -0.17 | 0.00 | 0.00 |
| CSU.TO | 0.22 | 0.14 | 1.00 | 0.13 | 0.30 | 0.12 | 0.19 | 0.17 | 0.16 | 0.17 | -0.05 | -0.04 | 0.31 | 0.07 | -0.00 | 0.18 | 0.31 |
| MCHI | 0.48 | 0.03 | 0.13 | 1.00 | 0.14 | 0.34 | 0.31 | 0.28 | 0.31 | 0.22 | 0.36 | 0.45 | 0.35 | 0.32 | 0.36 | 0.44 | 0.48 |
| MSFT | 0.52 | 0.04 | 0.30 | 0.14 | 1.00 | 0.18 | 0.24 | 0.28 | 0.38 | 0.43 | 0.27 | 0.20 | 0.35 | 0.44 | 0.30 | 0.48 | 0.47 |
| GOOG | 0.55 | -0.03 | 0.12 | 0.34 | 0.18 | 1.00 | 0.21 | 0.27 | 0.46 | 0.28 | 0.30 | 0.40 | 0.29 | 0.30 | 0.40 | 0.47 | 0.47 |
| BMNR | 0.46 | -0.05 | 0.19 | 0.31 | 0.24 | 0.21 | 1.00 | 0.63 | 0.25 | 0.35 | 0.35 | 0.29 | 0.38 | 0.30 | 0.33 | 0.53 | 0.69 |
| MSTR | 0.43 | -0.17 | 0.17 | 0.28 | 0.28 | 0.27 | 0.63 | 1.00 | 0.27 | 0.39 | 0.41 | 0.31 | 0.34 | 0.33 | 0.33 | 0.55 | 0.50 |
| AMZN | 0.62 | 0.08 | 0.16 | 0.31 | 0.38 | 0.46 | 0.25 | 0.27 | 1.00 | 0.39 | 0.29 | 0.34 | 0.37 | 0.37 | 0.36 | 0.53 | 0.53 |
| PLTR | 0.52 | -0.07 | 0.17 | 0.22 | 0.43 | 0.28 | 0.35 | 0.39 | 0.39 | 1.00 | 0.38 | 0.28 | 0.32 | 0.41 | 0.33 | 0.63 | 0.60 |
| AMD | 0.50 | -0.19 | -0.05 | 0.36 | 0.27 | 0.30 | 0.35 | 0.41 | 0.29 | 0.38 | 1.00 | 0.48 | 0.33 | 0.54 | 0.55 | 0.57 | 0.60 |
| ASML | 0.60 | -0.08 | -0.04 | 0.45 | 0.20 | 0.40 | 0.29 | 0.31 | 0.34 | 0.28 | 0.48 | 1.00 | 0.34 | 0.52 | 0.63 | 0.62 | 0.60 |
| BN | 0.70 | 0.18 | 0.31 | 0.35 | 0.35 | 0.29 | 0.38 | 0.34 | 0.37 | 0.32 | 0.33 | 0.34 | 1.00 | 0.34 | 0.40 | 0.63 | 0.60 |
| NVDA | 0.59 | -0.25 | 0.07 | 0.32 | 0.44 | 0.30 | 0.30 | 0.33 | 0.37 | 0.41 | 0.54 | 0.52 | 0.34 | 1.00 | 0.59 | 0.62 | 0.60 |
| TSM | 0.61 | -0.17 | -0.00 | 0.36 | 0.30 | 0.40 | 0.33 | 0.33 | 0.36 | 0.33 | 0.55 | 0.63 | 0.40 | 0.59 | 1.00 | 0.67 | 0.63 |
| GRNY | 0.89 | 0.00 | 0.18 | 0.44 | 0.48 | 0.47 | 0.53 | 0.55 | 0.53 | 0.63 | 0.57 | 0.62 | 0.63 | 0.62 | 0.67 | 1.00 | 0.81 |
| Portfolio | 0.80 | 0.00 | 0.31 | 0.48 | 0.47 | 0.47 | 0.69 | 0.50 | 0.53 | 0.60 | 0.60 | 0.60 | 0.60 | 0.60 | 0.63 | 0.81 | 1.00 |