B stonks tech

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

B stonks tech

Currency in USD · Last updated May 19, 2025

stocks tech

Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	8%
AMD Advanced Micro Devices, Inc.	Technology	6%
AMZN Amazon.com, Inc.	Consumer Cyclical	8%
ARM Arm Holdings plc American Depositary Shares	Technology	5%
BBAI BigBear.ai Holdings, Inc.	Technology	3%
CHKP Check Point Software Technologies Ltd.	Technology	3%
CRWD CrowdStrike Holdings, Inc.	Technology	5%
ENPH Enphase Energy, Inc.	Technology	5%
FTNT Fortinet, Inc.	Technology	5%
GOOG Alphabet Inc	Communication Services	8%
META Meta Platforms, Inc.	Communication Services	8%
MSFT Microsoft Corporation	Technology	8%
NVDA NVIDIA Corporation	Technology	10%
PANW Palo Alto Networks, Inc.	Technology	5%
PLTR Palantir Technologies Inc.	Technology	5%
TSM Taiwan Semiconductor Manufacturing Company Limited	Technology	5%
ZS Zscaler, Inc.	Technology	3%

Benchmark

Rebalance

Performance

Performance Chart

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The earliest data available for this chart is Sep 14, 2023, corresponding to the inception date of ARM

Returns By Period

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	1.30%	12.79%	1.49%	12.35%	15.37%	10.87%
B stonks tech	4.51%	21.36%	13.46%	36.68%	N/A	N/A
Portfolio components:
TSM Taiwan Semiconductor Manufacturing Company Limited	-1.28%	28.00%	5.15%	29.82%	33.31%	26.50%
PLTR Palantir Technologies Inc.	71.25%	38.11%	96.93%	495.22%	N/A	N/A
NVDA NVIDIA Corporation	0.84%	33.41%	-4.62%	46.46%	73.24%	75.21%
AAPL Apple Inc	-15.43%	7.39%	-5.88%	11.79%	22.76%	21.87%
MSFT Microsoft Corporation	8.19%	23.74%	10.10%	8.93%	21.05%	27.25%
GOOG Alphabet Inc	-11.98%	9.17%	-3.50%	-5.11%	19.71%	20.09%
AMZN Amazon.com, Inc.	-6.29%	19.11%	1.47%	11.31%	10.96%	25.37%
CRWD CrowdStrike Holdings, Inc.	28.38%	16.94%	30.44%	26.98%	41.29%	N/A
FTNT Fortinet, Inc.	10.70%	8.80%	11.03%	70.26%	29.41%	29.82%
ZS Zscaler, Inc.	39.40%	25.07%	24.83%	40.61%	27.42%	N/A
CHKP Check Point Software Technologies Ltd.	17.13%	1.73%	25.50%	44.70%	15.76%	9.73%
BBAI BigBear.ai Holdings, Inc.	-17.53%	45.06%	115.88%	143.05%	N/A	N/A
ENPH Enphase Energy, Inc.	-26.62%	-4.07%	-15.32%	-55.91%	-5.57%	17.60%
PANW Palo Alto Networks, Inc.	6.06%	15.08%	-0.27%	21.43%	38.69%	21.95%
AMD Advanced Micro Devices, Inc.	-3.00%	33.91%	-13.14%	-28.76%	16.20%	48.47%
META Meta Platforms, Inc.	9.46%	27.69%	15.76%	36.19%	24.40%	23.19%
ARM Arm Holdings plc American Depositary Shares	10.21%	34.97%	5.62%	23.21%	N/A	N/A

*Annualized

Monthly Returns

The table below presents the monthly returns of B stonks tech, 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	4.57%	-4.13%	-8.89%	3.13%	10.95%								4.51%
2024	4.84%	18.90%	-1.57%	-5.78%	7.90%	9.33%	-4.44%	5.29%	2.52%	0.16%	8.66%	5.41%	61.42%
2023									-5.16%	-2.88%	15.89%	7.49%	14.74%

Expense Ratio

B stonks tech 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.

The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 75, B stonks tech is among the top 25% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
TSM Taiwan Semiconductor Manufacturing Company Limited	0.64	1.15	1.15	0.80	2.14
PLTR Palantir Technologies Inc.	7.02	5.26	1.72	12.41	37.52
NVDA NVIDIA Corporation	0.73	1.40	1.18	1.31	3.22
AAPL Apple Inc	0.36	0.80	1.11	0.40	1.31
MSFT Microsoft Corporation	0.34	0.75	1.10	0.43	0.94
GOOG Alphabet Inc	-0.13	0.12	1.01	-0.07	-0.16
AMZN Amazon.com, Inc.	0.35	0.65	1.08	0.32	0.85
CRWD CrowdStrike Holdings, Inc.	0.56	1.18	1.15	0.75	1.69
FTNT Fortinet, Inc.	1.69	2.88	1.39	2.83	10.01
ZS Zscaler, Inc.	0.91	1.40	1.20	1.09	4.55
CHKP Check Point Software Technologies Ltd.	1.57	2.07	1.33	2.52	6.89
BBAI BigBear.ai Holdings, Inc.	1.06	2.32	1.25	1.69	3.73
ENPH Enphase Energy, Inc.	-0.87	-1.28	0.85	-0.84	-1.37
PANW Palo Alto Networks, Inc.	0.61	1.29	1.16	1.04	3.14
AMD Advanced Micro Devices, Inc.	-0.53	-0.35	0.96	-0.37	-0.78
META Meta Platforms, Inc.	0.97	1.56	1.20	1.06	3.27
ARM Arm Holdings plc American Depositary Shares	0.27	0.86	1.10	0.31	0.61

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

B stonks tech Sharpe ratios as of May 19, 2025 (values are recalculated daily):

1-Year: 1.13
All Time: 1.63

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.56 to 1.05, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of B stonks tech compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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Dividends

Dividend yield

B stonks tech provided a 0.23% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	0.23%	0.20%	0.19%	0.28%	0.18%	0.22%	0.38%	0.50%	0.41%	0.52%	0.59%	0.59%
Portfolio components:
TSM Taiwan Semiconductor Manufacturing Company Limited	1.27%	1.18%	1.78%	2.48%	1.56%	1.58%	3.49%	3.55%	2.32%	2.61%	2.54%	1.79%
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%
NVDA NVIDIA Corporation	0.03%	0.03%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%	1.70%
AAPL Apple Inc	0.48%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%	1.67%
MSFT Microsoft Corporation	0.71%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%	2.48%
GOOG Alphabet Inc	0.48%	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%
CRWD CrowdStrike Holdings, 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%
FTNT Fortinet, 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%
ZS Zscaler, 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%
CHKP Check Point Software Technologies Ltd.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BBAI BigBear.ai Holdings, 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%
ENPH Enphase Energy, 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%
PANW Palo Alto Networks, 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%
AMD Advanced Micro Devices, 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%
META Meta Platforms, Inc.	0.32%	0.34%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ARM Arm Holdings plc American Depositary Shares	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 B stonks tech. 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 B stonks tech was 29.29%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current B stonks tech drawdown is 7.71%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-29.29%	Feb 19, 2025	35	Apr 8, 2025	—	—	—
-18.22%	Jul 11, 2024	18	Aug 5, 2024	46	Oct 9, 2024	64
-13.56%	Mar 8, 2024	30	Apr 19, 2024	32	Jun 5, 2024	62
-10.12%	Oct 12, 2023	11	Oct 26, 2023	11	Nov 10, 2023	22
-8.04%	Sep 15, 2023	8	Sep 26, 2023	11	Oct 11, 2023	19

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 17 assets, with an effective number of assets of 15.20, 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

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	^GSPC	ENPH	CHKP	BBAI	AAPL	FTNT	GOOG	PANW	AMD	META	PLTR	TSM	ARM	NVDA	ZS	CRWD	MSFT	AMZN	Portfolio
^GSPC	1.00	0.37	0.37	0.40	0.56	0.50	0.61	0.54	0.64	0.62	0.61	0.63	0.64	0.66	0.62	0.61	0.71	0.69	0.84
ENPH	0.37	1.00	0.12	0.27	0.24	0.11	0.20	0.12	0.27	0.14	0.26	0.24	0.33	0.14	0.23	0.14	0.16	0.18	0.36
CHKP	0.37	0.12	1.00	0.09	0.28	0.40	0.22	0.44	0.22	0.21	0.23	0.22	0.22	0.19	0.36	0.31	0.24	0.23	0.32
BBAI	0.40	0.27	0.09	1.00	0.21	0.30	0.21	0.28	0.32	0.28	0.46	0.36	0.40	0.33	0.35	0.36	0.25	0.29	0.56
AAPL	0.56	0.24	0.28	0.21	1.00	0.27	0.46	0.32	0.34	0.35	0.33	0.30	0.36	0.31	0.35	0.30	0.48	0.45	0.49
FTNT	0.50	0.11	0.40	0.30	0.27	1.00	0.33	0.55	0.35	0.37	0.42	0.35	0.34	0.38	0.54	0.51	0.38	0.42	0.56
GOOG	0.61	0.20	0.22	0.21	0.46	0.33	1.00	0.39	0.49	0.56	0.37	0.38	0.42	0.45	0.48	0.43	0.64	0.63	0.62
PANW	0.54	0.12	0.44	0.28	0.32	0.55	0.39	1.00	0.35	0.41	0.48	0.37	0.41	0.44	0.64	0.62	0.46	0.48	0.62
AMD	0.64	0.27	0.22	0.32	0.34	0.35	0.49	0.35	1.00	0.50	0.45	0.59	0.50	0.59	0.45	0.47	0.49	0.50	0.68
META	0.62	0.14	0.21	0.28	0.35	0.37	0.56	0.41	0.50	1.00	0.48	0.52	0.45	0.53	0.43	0.48	0.62	0.65	0.69
PLTR	0.61	0.26	0.23	0.46	0.33	0.42	0.37	0.48	0.45	0.48	1.00	0.47	0.51	0.46	0.55	0.57	0.45	0.48	0.71
TSM	0.63	0.24	0.22	0.36	0.30	0.35	0.38	0.37	0.59	0.52	0.47	1.00	0.61	0.68	0.42	0.49	0.50	0.48	0.73
ARM	0.64	0.33	0.22	0.40	0.36	0.34	0.42	0.41	0.50	0.45	0.51	0.61	1.00	0.57	0.47	0.45	0.48	0.48	0.73
NVDA	0.66	0.14	0.19	0.33	0.31	0.38	0.45	0.44	0.59	0.53	0.46	0.68	0.57	1.00	0.45	0.55	0.56	0.54	0.77
ZS	0.62	0.23	0.36	0.35	0.35	0.54	0.48	0.64	0.45	0.43	0.55	0.42	0.47	0.45	1.00	0.71	0.53	0.55	0.69
CRWD	0.61	0.14	0.31	0.36	0.30	0.51	0.43	0.62	0.47	0.48	0.57	0.49	0.45	0.55	0.71	1.00	0.56	0.55	0.72
MSFT	0.71	0.16	0.24	0.25	0.48	0.38	0.64	0.46	0.49	0.62	0.45	0.50	0.48	0.56	0.53	0.56	1.00	0.71	0.71
AMZN	0.69	0.18	0.23	0.29	0.45	0.42	0.63	0.48	0.50	0.65	0.48	0.48	0.48	0.54	0.55	0.55	0.71	1.00	0.72
Portfolio	0.84	0.36	0.32	0.56	0.49	0.56	0.62	0.62	0.68	0.69	0.71	0.73	0.73	0.77	0.69	0.72	0.71	0.72	1.00

The correlation results are calculated based on daily price changes starting from Sep 15, 2023

Performance Analysis

Risk Analysis

Optimization

Factor Model

B stonks tech

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

Community