Safe investment for long term3億円から
safety first 3億円からは安全に運用することが大事
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AAPL Apple Inc | Technology | 15% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 10% |
GOOGL Alphabet Inc. | Communication Services | 10% |
META Meta Platforms, Inc. | Communication Services | 15% |
MSFT Microsoft Corporation | Technology | 20% |
NVDA NVIDIA Corporation | Technology | 25% |
TSLA Tesla, Inc. | Consumer Cyclical | 5% |
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 every 3 months.
The earliest data available for this chart is May 18, 2012, corresponding to the inception date of META
Returns By Period
As of Apr 19, 2025, the Safe investment for long term3億円から returned -19.97% Year-To-Date and 37.88% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.92% | -9.92% | 5.42% | 12.98% | 9.70% |
| Safe investment for long term3億円から | -19.97% | -9.81% | -14.13% | 9.47% | 35.37% | 37.88% |
| Portfolio components: | ||||||
NVDA NVIDIA Corporation | -24.42% | -13.64% | -26.44% | 19.90% | 69.59% | 69.30% |
MSFT Microsoft Corporation | -12.57% | -5.17% | -11.70% | -8.33% | 16.60% | 25.95% |
AAPL Apple Inc | -21.25% | -8.48% | -15.99% | 18.48% | 23.54% | 21.45% |
META Meta Platforms, Inc. | -14.28% | -14.14% | -12.86% | 0.30% | 23.02% | 19.72% |
TSLA Tesla, Inc. | -40.23% | 2.34% | 9.37% | 60.99% | 36.97% | 33.07% |
GOOGL Alphabet Inc. | -20.06% | -7.77% | -7.29% | -2.65% | 18.94% | 18.84% |
AMZN Amazon.com, Inc. | -21.32% | -11.73% | -8.67% | -3.69% | 7.79% | 24.39% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.50% | -4.39% | -10.29% | -7.16% | -19.97% | ||||||||
| 2024 | 7.16% | 14.34% | 4.62% | -3.69% | 11.80% | 9.50% | -2.69% | 1.02% | 4.64% | 0.71% | 5.68% | 3.10% | 70.59% |
| 2023 | 19.85% | 7.84% | 15.77% | 3.20% | 16.42% | 8.27% | 5.65% | -0.24% | -6.32% | -1.18% | 11.68% | 3.73% | 120.04% |
| 2022 | -9.22% | -6.79% | 7.27% | -18.09% | -2.69% | -11.36% | 14.42% | -7.59% | -13.56% | -2.14% | 11.16% | -10.63% | -43.01% |
| 2021 | 0.75% | 0.17% | 1.96% | 10.13% | 0.13% | 11.73% | 2.52% | 7.97% | -6.83% | 13.11% | 9.28% | -2.18% | 58.08% |
| 2020 | 6.61% | -0.96% | -6.40% | 18.02% | 9.26% | 9.02% | 10.95% | 20.60% | -6.97% | -3.27% | 8.66% | 3.38% | 87.93% |
| 2019 | 9.16% | 3.10% | 7.92% | 5.87% | -12.68% | 10.96% | 3.78% | -1.81% | 2.09% | 9.38% | 5.92% | 6.90% | 60.53% |
| 2018 | 13.97% | -0.68% | -6.03% | 1.85% | 8.98% | 0.20% | 1.80% | 9.78% | -1.47% | -11.24% | -7.23% | -10.24% | -3.73% |
| 2017 | 6.35% | 1.45% | 4.92% | 2.58% | 12.57% | -1.49% | 6.33% | 4.10% | 0.11% | 10.49% | 0.05% | -0.75% | 56.55% |
| 2016 | -5.53% | -1.65% | 10.35% | -3.03% | 11.85% | -2.36% | 12.52% | 2.68% | 5.33% | 1.50% | 5.09% | 7.01% | 50.83% |
| 2015 | -2.00% | 8.94% | -3.23% | 7.14% | 0.81% | -2.48% | 6.39% | -0.80% | 2.38% | 13.81% | 5.63% | 0.64% | 42.24% |
| 2014 | 0.84% | 9.49% | -3.64% | 0.49% | 4.33% | 2.44% | 0.10% | 7.48% | -1.16% | 1.15% | 5.49% | -4.38% | 23.94% |
Expense Ratio
Safe investment for long term3億円から has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Safe investment for long term3億円から is 30, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
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 | 0.27 | 0.79 | 1.10 | 0.44 | 1.21 |
MSFT Microsoft Corporation | -0.43 | -0.46 | 0.94 | -0.45 | -1.04 |
AAPL Apple Inc | 0.52 | 0.95 | 1.14 | 0.50 | 2.03 |
META Meta Platforms, Inc. | 0.02 | 0.29 | 1.04 | 0.02 | 0.07 |
TSLA Tesla, Inc. | 0.73 | 1.55 | 1.18 | 0.82 | 2.47 |
GOOGL Alphabet Inc. | -0.05 | 0.15 | 1.02 | -0.05 | -0.13 |
AMZN Amazon.com, Inc. | -0.18 | -0.02 | 1.00 | -0.20 | -0.58 |
Dividends
Dividend yield
Safe investment for long term3億円から provided a 0.37% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.37% | 0.29% | 0.23% | 0.34% | 0.22% | 0.31% | 0.46% | 0.72% | 0.66% | 0.88% | 1.05% | 1.17% |
| Portfolio components: | ||||||||||||
NVDA NVIDIA Corporation | 0.04% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
MSFT Microsoft Corporation | 0.86% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
AAPL Apple Inc | 0.51% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
META Meta Platforms, Inc. | 0.40% | 0.34% | 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% |
GOOGL Alphabet Inc. | 0.53% | 0.32% | 0.00% | 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.
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 48.59%, occurring on Nov 3, 2022. Recovery took 143 trading sessions.
The current Safe investment for long term3億円から drawdown is 23.62%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.59% | Nov 22, 2021 | 240 | Nov 3, 2022 | 143 | Jun 1, 2023 | 383 |
| -32.47% | Feb 20, 2020 | 18 | Mar 16, 2020 | 44 | May 18, 2020 | 62 |
| -32.36% | Oct 2, 2018 | 58 | Dec 24, 2018 | 210 | Oct 24, 2019 | 268 |
| -27.11% | Jan 7, 2025 | 63 | Apr 8, 2025 | — | — | — |
| -17.77% | Dec 7, 2015 | 43 | Feb 8, 2016 | 35 | Mar 30, 2016 | 78 |
Volatility
Volatility Chart
The current Safe investment for long term3億円から volatility is 19.02%, 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 | AAPL | NVDA | META | MSFT | AMZN | GOOGL | |
|---|---|---|---|---|---|---|---|
| TSLA | 1.00 | 0.38 | 0.39 | 0.34 | 0.37 | 0.40 | 0.37 |
| AAPL | 0.38 | 1.00 | 0.47 | 0.45 | 0.56 | 0.50 | 0.53 |
| NVDA | 0.39 | 0.47 | 1.00 | 0.47 | 0.56 | 0.52 | 0.51 |
| META | 0.34 | 0.45 | 0.47 | 1.00 | 0.50 | 0.57 | 0.60 |
| MSFT | 0.37 | 0.56 | 0.56 | 0.50 | 1.00 | 0.60 | 0.64 |
| AMZN | 0.40 | 0.50 | 0.52 | 0.57 | 0.60 | 1.00 | 0.65 |
| GOOGL | 0.37 | 0.53 | 0.51 | 0.60 | 0.64 | 0.65 | 1.00 |