Safe investment for long term3億円から
safety first 3億円から
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
^NDX NASDAQ 100 | 30% | |
AAPL Apple Inc | Technology | 13% |
META Meta Platforms, Inc. | Communication Services | 5% |
MSFT Microsoft Corporation | Technology | 15% |
NVDA NVIDIA Corporation | Technology | 35% |
TSLA Tesla, Inc. | Consumer Cyclical | 2% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Safe investment for long term3億円から, 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 Quarterly
The earliest data available for this chart is May 18, 2012, corresponding to the inception date of META
Returns By Period
As of Dec 4, 2024, the Safe investment for long term3億円から returned 76.85% Year-To-Date and 42.69% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y (annualized) | 10Y (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 26.84% | 5.60% | 14.34% | 32.39% | 14.23% | 11.32% |
| Safe investment for long term3億円から | 76.85% | 6.10% | 18.35% | 87.43% | 50.74% | 42.69% |
| Portfolio components: | ||||||
NVDA NVIDIA Corporation | 183.27% | 3.59% | 20.47% | 208.27% | 93.70% | 75.74% |
MSFT Microsoft Corporation | 15.53% | 5.29% | 4.03% | 17.69% | 24.72% | 26.42% |
AAPL Apple Inc | 26.65% | 8.98% | 25.13% | 28.72% | 30.51% | 25.28% |
^NDX NASDAQ 100 | 26.17% | 5.97% | 13.80% | 34.03% | 20.71% | 17.33% |
META Meta Platforms, Inc. | 73.89% | 8.20% | 28.90% | 92.33% | 25.38% | 23.27% |
TSLA Tesla, Inc. | 41.43% | 41.14% | 101.08% | 49.17% | 74.32% | 37.26% |
Monthly Returns
The table below presents the monthly returns of Safe investment for long term3億円から, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 9.40% | 14.66% | 6.07% | -4.56% | 14.43% | 9.51% | -2.54% | 1.73% | 3.01% | 1.62% | 5.12% | 76.85% | |
| 2023 | 18.94% | 9.03% | 15.29% | 1.71% | 17.40% | 8.93% | 5.39% | 0.33% | -7.63% | -2.17% | 12.43% | 4.16% | 117.59% |
| 2022 | -10.32% | -4.71% | 7.30% | -18.87% | -1.87% | -11.78% | 15.11% | -9.09% | -13.90% | 4.62% | 12.82% | -10.84% | -38.94% |
| 2021 | 0.47% | 0.58% | 0.44% | 8.82% | 1.71% | 13.65% | 1.72% | 8.23% | -6.63% | 14.66% | 12.40% | -2.98% | 64.09% |
| 2020 | 3.97% | 0.76% | -5.50% | 14.59% | 11.34% | 8.57% | 9.84% | 19.56% | -4.48% | -5.06% | 9.03% | 3.28% | 83.93% |
| 2019 | 7.74% | 5.00% | 8.98% | 4.76% | -14.23% | 12.76% | 3.09% | -1.17% | 2.63% | 9.62% | 6.28% | 6.89% | 62.66% |
| 2018 | 14.10% | -0.60% | -4.83% | -0.14% | 9.06% | -1.53% | 2.68% | 10.61% | -0.44% | -12.90% | -9.28% | -11.53% | -8.51% |
| 2017 | 4.64% | 0.85% | 4.57% | 0.47% | 15.47% | -1.28% | 7.20% | 4.23% | 0.96% | 10.08% | -0.21% | -1.11% | 54.87% |
| 2016 | -7.09% | 0.55% | 10.46% | -4.08% | 14.56% | -1.55% | 13.05% | 3.59% | 5.98% | 1.60% | 10.13% | 8.46% | 68.16% |
| 2015 | -3.57% | 10.36% | -3.90% | 5.90% | 0.99% | -4.76% | 1.94% | 0.19% | 2.98% | 12.93% | 5.33% | 0.20% | 30.59% |
| 2014 | -1.39% | 9.97% | -1.62% | 1.99% | 4.14% | 1.29% | -0.49% | 7.88% | -1.87% | 3.74% | 6.04% | -3.82% | 27.92% |
| 2013 | 0.33% | 0.60% | 1.68% | 6.95% | 5.74% | -2.65% | 6.44% | 4.11% | 4.92% | 2.49% | 3.75% | 2.54% | 43.22% |
Expense Ratio
Safe investment for long term3億円から has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of Safe investment for long term3億円から is 76, placing it in the top 24% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
NVDA NVIDIA Corporation | 3.84 | 3.86 | 1.50 | 7.39 | 23.49 |
MSFT Microsoft Corporation | 0.82 | 1.15 | 1.15 | 1.03 | 2.40 |
AAPL Apple Inc | 1.22 | 1.84 | 1.23 | 1.66 | 3.88 |
^NDX NASDAQ 100 | 1.85 | 2.46 | 1.33 | 2.41 | 8.66 |
META Meta Platforms, Inc. | 2.46 | 3.36 | 1.47 | 4.86 | 15.03 |
TSLA Tesla, Inc. | 0.77 | 1.53 | 1.18 | 0.72 | 2.06 |
Dividends
Dividend yield
Safe investment for long term3億円から provided a 0.18% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.18% | 0.19% | 0.29% | 0.18% | 0.26% | 0.41% | 0.65% | 0.57% | 0.76% | 1.02% | 1.18% | 1.34% |
| Portfolio components: | ||||||||||||
NVDA NVIDIA Corporation | 0.01% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% | 1.94% |
MSFT Microsoft Corporation | 0.71% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
AAPL Apple Inc | 0.41% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
^NDX NASDAQ 100 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
META Meta Platforms, Inc. | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TSLA Tesla, 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Safe investment for long term3億円から. 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 Safe investment for long term3億円から was 47.01%, occurring on Oct 14, 2022. Recovery took 153 trading sessions.
The current Safe investment for long term3億円から drawdown is 0.52%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.01% | Nov 22, 2021 | 226 | Oct 14, 2022 | 153 | May 25, 2023 | 379 |
| -35.62% | Oct 2, 2018 | 58 | Dec 24, 2018 | 217 | Nov 4, 2019 | 275 |
| -32.3% | Feb 20, 2020 | 18 | Mar 16, 2020 | 44 | May 18, 2020 | 62 |
| -18.79% | Dec 7, 2015 | 43 | Feb 8, 2016 | 35 | Mar 30, 2016 | 78 |
| -18.01% | Jul 11, 2024 | 20 | Aug 7, 2024 | 52 | Oct 21, 2024 | 72 |
Volatility
Volatility Chart
The current Safe investment for long term3億円から volatility is 6.07%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| TSLA | META | NVDA | AAPL | MSFT | ^NDX | |
|---|---|---|---|---|---|---|
| TSLA | 1.00 | 0.33 | 0.38 | 0.37 | 0.36 | 0.51 |
| META | 0.33 | 1.00 | 0.47 | 0.45 | 0.50 | 0.65 |
| NVDA | 0.38 | 0.47 | 1.00 | 0.48 | 0.56 | 0.70 |
| AAPL | 0.37 | 0.45 | 0.48 | 1.00 | 0.56 | 0.74 |
| MSFT | 0.36 | 0.50 | 0.56 | 0.56 | 1.00 | 0.79 |
| ^NDX | 0.51 | 0.65 | 0.70 | 0.74 | 0.79 | 1.00 |