PICKS OF THE DAY SHARPE PORTLAB TOP 10 PORTFOLIO
JUST A TRY WITH HIGH RISK/PERFORMANCE STOCKS
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AEHR Aehr Test Systems | Technology | 8.33% |
AMD Advanced Micro Devices, Inc. | Technology | 8.33% |
APLD Applied Digital Corporation | Financial Services | 8.33% |
CAMT Camtek Ltd | Technology | 8.33% |
ELF e.l.f. Beauty, Inc. | Consumer Defensive | 8.33% |
ENPH Enphase Energy, Inc. | Technology | 8.33% |
JBL Jabil Inc. | Technology | 8.33% |
MDB MongoDB, Inc. | Technology | 8.33% |
MDXG MiMedx Group, Inc. | Healthcare | 8.33% |
NVDA NVIDIA Corporation | Technology | 8.33% |
RIOT Riot Blockchain, Inc. | Technology | 8.33% |
SMCI Super Micro Computer, Inc. | Technology | 8.33% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in PICKS OF THE DAY SHARPE PORTLAB TOP 10 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 Quarterly
The earliest data available for this chart is Oct 19, 2017, corresponding to the inception date of MDB
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 13.20% | -1.28% | 10.32% | 18.23% | 12.31% | 10.58% |
| PICKS OF THE DAY SHARPE PORTLAB TOP 10 PORTFOLIO | 24.42% | 1.41% | 22.27% | 27.74% | 112.91% | N/A |
| Portfolio components: | ||||||
AMD Advanced Micro Devices, Inc. | -6.17% | -13.68% | -23.30% | 25.64% | 32.47% | 43.62% |
APLD Applied Digital Corporation | -34.05% | -29.78% | -13.69% | -55.55% | 125.96% | 131.07% |
CAMT Camtek Ltd | 47.84% | -12.78% | 26.94% | 127.27% | 61.00% | 41.38% |
ELF e.l.f. Beauty, Inc. | 18.02% | -18.40% | 8.82% | 50.66% | 58.92% | N/A |
ENPH Enphase Energy, Inc. | -11.06% | 15.39% | 10.01% | -32.21% | 41.50% | 27.31% |
JBL Jabil Inc. | -13.27% | -3.52% | -11.03% | -0.19% | 29.67% | 19.46% |
MDB MongoDB, Inc. | -37.32% | 13.08% | -35.98% | -36.75% | 10.17% | N/A |
MDXG MiMedx Group, Inc. | -12.09% | 13.55% | -4.93% | 0.52% | 7.62% | 2.08% |
NVDA NVIDIA Corporation | 126.76% | -10.95% | 82.25% | 147.10% | 91.87% | 74.99% |
RIOT Riot Blockchain, Inc. | -30.64% | 16.63% | 0.94% | -41.84% | 40.47% | -2.31% |
SMCI Super Micro Computer, Inc. | 144.71% | -17.50% | 46.27% | 119.19% | 106.56% | 39.53% |
AEHR Aehr Test Systems | -33.43% | 68.51% | 8.01% | -65.60% | 64.83% | 20.15% |
Monthly Returns
The table below presents the monthly returns of PICKS OF THE DAY SHARPE PORTLAB TOP 10 PORTFOLIO, 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 | 1.62% | 22.09% | 0.13% | -12.40% | 7.95% | 5.20% | 24.42% | ||||||
| 2023 | 27.71% | 6.55% | 8.35% | 2.15% | 45.50% | 11.63% | 15.11% | -7.65% | -5.12% | -13.88% | 15.74% | 16.12% | 185.57% |
| 2022 | -24.45% | 0.93% | 4.17% | -22.16% | 3.87% | -13.57% | 34.00% | 4.60% | -14.09% | 11.85% | 9.80% | -10.14% | -26.24% |
| 2021 | 15.78% | 35.28% | 4.42% | 33.17% | -2.33% | 30.91% | 7.16% | 12.00% | 9.59% | 27.18% | 2.20% | -0.53% | 373.54% |
| 2020 | 10.98% | -3.09% | -20.23% | 19.57% | 21.30% | 11.19% | 12.92% | 7.22% | -4.60% | -0.38% | 35.34% | 44.68% | 211.67% |
| 2019 | 14.78% | 16.62% | 10.00% | 9.52% | -3.60% | 8.98% | 6.77% | -0.66% | -0.48% | -1.03% | 9.19% | 4.27% | 101.52% |
| 2018 | 5.87% | -11.52% | 3.42% | 3.28% | 97.82% | -32.34% | 1.59% | 10.62% | -5.64% | -16.44% | -1.96% | -14.84% | -0.91% |
| 2017 | -2.26% | 13.79% | 10.36% | 22.74% |
Expense Ratio
PICKS OF THE DAY SHARPE PORTLAB TOP 10 PORTFOLIO 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 rank of PICKS OF THE DAY SHARPE PORTLAB TOP 10 PORTFOLIO is 20, indicating that it is in the bottom 20% 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 | |
|---|---|---|---|---|---|
AMD Advanced Micro Devices, Inc. | 0.47 | 0.98 | 1.12 | 0.53 | 1.47 |
APLD Applied Digital Corporation | -0.57 | -0.47 | 0.95 | -0.61 | -1.13 |
CAMT Camtek Ltd | 2.61 | 2.94 | 1.38 | 5.03 | 17.97 |
ELF e.l.f. Beauty, Inc. | 0.84 | 1.52 | 1.19 | 1.48 | 3.11 |
ENPH Enphase Energy, Inc. | -0.55 | -0.54 | 0.94 | -0.45 | -1.01 |
JBL Jabil Inc. | -0.03 | 0.27 | 1.04 | -0.04 | -0.08 |
MDB MongoDB, Inc. | -0.76 | -0.88 | 0.88 | -0.62 | -1.48 |
MDXG MiMedx Group, Inc. | 0.02 | 0.37 | 1.04 | 0.01 | 0.05 |
NVDA NVIDIA Corporation | 3.13 | 3.59 | 1.45 | 7.37 | 20.15 |
RIOT Riot Blockchain, Inc. | -0.44 | -0.19 | 0.98 | -0.45 | -1.03 |
SMCI Super Micro Computer, Inc. | 1.22 | 2.10 | 1.28 | 2.81 | 5.06 |
AEHR Aehr Test Systems | -0.82 | -1.33 | 0.84 | -0.81 | -1.09 |
Dividends
Dividend yield
PICKS OF THE DAY SHARPE PORTLAB TOP 10 PORTFOLIO granted a 0.14% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PICKS OF THE DAY SHARPE PORTLAB TOP 10 PORTFOLIO | 0.14% | 0.02% | 0.05% | 0.04% | 0.07% | 0.22% | 0.32% | 0.62% | 0.15% | 0.21% | 0.26% | 0.32% |
| Portfolio components: | ||||||||||||
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% |
APLD Applied Digital Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CAMT Camtek Ltd | 1.32% | 0.00% | 0.00% | 0.00% | 0.00% | 1.57% | 2.07% | 2.45% | 0.00% | 0.00% | 0.00% | 0.00% |
ELF e.l.f. Beauty, 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% |
JBL Jabil Inc. | 0.29% | 0.25% | 0.47% | 0.45% | 0.75% | 0.77% | 1.29% | 1.22% | 1.35% | 1.37% | 1.47% | 1.83% |
MDB MongoDB, 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% |
MDXG MiMedx Group, 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 | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.19% | 1.68% | 1.95% |
RIOT Riot Blockchain, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% |
SMCI Super Micro Computer, 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% |
AEHR Aehr Test Systems | 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the PICKS OF THE DAY SHARPE PORTLAB TOP 10 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 PICKS OF THE DAY SHARPE PORTLAB TOP 10 PORTFOLIO was 53.38%, occurring on Dec 24, 2018. Recovery took 250 trading sessions.
The current PICKS OF THE DAY SHARPE PORTLAB TOP 10 PORTFOLIO drawdown is 9.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.38% | Jun 4, 2018 | 142 | Dec 24, 2018 | 250 | Dec 20, 2019 | 392 |
| -51.32% | Nov 15, 2021 | 148 | Jun 16, 2022 | 206 | Apr 13, 2023 | 354 |
| -45.6% | Feb 20, 2020 | 20 | Mar 18, 2020 | 44 | May 20, 2020 | 64 |
| -28.61% | May 4, 2021 | 22 | Jun 3, 2021 | 33 | Jul 21, 2021 | 55 |
| -27.2% | Feb 22, 2021 | 12 | Mar 9, 2021 | 29 | Apr 20, 2021 | 41 |
Volatility
Volatility Chart
The current PICKS OF THE DAY SHARPE PORTLAB TOP 10 PORTFOLIO volatility is 9.77%, 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
| APLD | MDXG | ELF | RIOT | ENPH | AEHR | SMCI | MDB | CAMT | JBL | AMD | NVDA | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| APLD | 1.00 | 0.07 | 0.11 | 0.21 | 0.11 | 0.14 | 0.12 | 0.15 | 0.13 | 0.11 | 0.12 | 0.13 |
| MDXG | 0.07 | 1.00 | 0.21 | 0.25 | 0.25 | 0.21 | 0.16 | 0.26 | 0.24 | 0.22 | 0.20 | 0.22 |
| ELF | 0.11 | 0.21 | 1.00 | 0.21 | 0.24 | 0.23 | 0.32 | 0.24 | 0.29 | 0.34 | 0.29 | 0.34 |
| RIOT | 0.21 | 0.25 | 0.21 | 1.00 | 0.26 | 0.28 | 0.23 | 0.33 | 0.31 | 0.30 | 0.31 | 0.36 |
| ENPH | 0.11 | 0.25 | 0.24 | 0.26 | 1.00 | 0.29 | 0.24 | 0.37 | 0.32 | 0.35 | 0.33 | 0.33 |
| AEHR | 0.14 | 0.21 | 0.23 | 0.28 | 0.29 | 1.00 | 0.29 | 0.29 | 0.32 | 0.37 | 0.34 | 0.35 |
| SMCI | 0.12 | 0.16 | 0.32 | 0.23 | 0.24 | 0.29 | 1.00 | 0.23 | 0.35 | 0.44 | 0.39 | 0.42 |
| MDB | 0.15 | 0.26 | 0.24 | 0.33 | 0.37 | 0.29 | 0.23 | 1.00 | 0.37 | 0.30 | 0.45 | 0.47 |
| CAMT | 0.13 | 0.24 | 0.29 | 0.31 | 0.32 | 0.32 | 0.35 | 0.37 | 1.00 | 0.49 | 0.48 | 0.56 |
| JBL | 0.11 | 0.22 | 0.34 | 0.30 | 0.35 | 0.37 | 0.44 | 0.30 | 0.49 | 1.00 | 0.46 | 0.52 |
| AMD | 0.12 | 0.20 | 0.29 | 0.31 | 0.33 | 0.34 | 0.39 | 0.45 | 0.48 | 0.46 | 1.00 | 0.71 |
| NVDA | 0.13 | 0.22 | 0.34 | 0.36 | 0.33 | 0.35 | 0.42 | 0.47 | 0.56 | 0.52 | 0.71 | 1.00 |