Basic Bitch Portfolio
A portfolio built by a basic bitch, for the basic bitch.
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Basic Bitch 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.
The earliest data available for this chart is Apr 16, 2015, corresponding to the inception date of ETSY
Returns By Period
YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
---|---|---|---|---|---|---|
S&P 500 | -0.77% | -3.55% | 3.64% | 22.00% | 12.20% | 11.23% |
Basic Bitch Portfolio | 0.72% | -4.32% | 7.33% | 39.93% | 45.58% | N/A |
Portfolio components: | ||||||
Lululemon Athletica Inc. | 4.30% | 1.85% | 36.71% | -16.89% | 10.41% | 20.34% |
Starbucks Corporation | 2.48% | -4.01% | 25.36% | 4.32% | 2.38% | 10.91% |
Etsy, Inc. | 1.06% | -9.38% | -18.36% | -24.01% | 0.99% | N/A |
Amazon.com, Inc. | -0.42% | -3.96% | 13.18% | 41.29% | 18.49% | 31.24% |
Celsius Holdings, Inc. | 3.00% | -14.66% | -48.61% | -55.05% | 74.83% | 68.44% |
Tesla, Inc. | -0.13% | -7.55% | 57.20% | 84.25% | 64.16% | 41.28% |
Apple Inc | -6.40% | -5.53% | 0.05% | 26.69% | 25.27% | 25.90% |
Deckers Outdoor Corporation | 0.74% | -0.99% | 34.47% | 73.71% | 48.31% | 30.49% |
LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.29% | 0.01% | -10.98% | -7.29% | 8.68% | 18.05% |
NVIDIA Corporation | -0.79% | -0.76% | 5.45% | 143.59% | 85.25% | 75.87% |
Meta Platforms, Inc. | 3.90% | -1.86% | 24.42% | 63.06% | 22.57% | 23.38% |
Monthly Returns
The table below presents the monthly returns of Basic Bitch 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 | 0.72% | 20.49% | 0.94% | -6.23% | 8.74% | 1.05% | -1.76% | -1.38% | 4.31% | -2.37% | 8.07% | 3.43% | 39.22% |
2023 | 19.49% | 4.74% | 10.49% | 1.53% | 10.06% | 11.80% | 5.71% | -2.28% | -6.70% | -2.48% | 10.97% | 5.38% | 89.83% |
2022 | -13.22% | -7.80% | 1.69% | -14.58% | -0.63% | -10.18% | 20.99% | -1.25% | -10.46% | -5.14% | 15.19% | -8.47% | -33.64% |
2021 | 1.72% | 1.74% | -0.43% | 9.29% | -0.65% | 11.19% | -0.57% | 7.20% | -4.64% | 11.37% | 3.34% | -3.54% | 40.38% |
2020 | 9.55% | 0.58% | -16.12% | 25.39% | 19.64% | 15.65% | 14.08% | 21.79% | -3.78% | -2.31% | 18.84% | 13.28% | 181.94% |
2019 | 11.69% | 4.11% | 4.72% | 4.52% | -10.03% | 11.30% | 2.68% | -7.40% | -0.13% | 6.50% | 8.35% | 6.21% | 48.32% |
2018 | 8.81% | 2.73% | -6.09% | 7.62% | 6.07% | 4.42% | -2.95% | 9.03% | -3.28% | -6.66% | -2.03% | -8.02% | 7.69% |
2017 | 12.26% | 0.66% | 5.57% | 3.92% | 10.83% | 1.20% | 1.46% | 6.47% | 2.99% | 4.38% | -0.47% | 3.21% | 65.86% |
2016 | -3.15% | -0.15% | 10.40% | 1.55% | 3.66% | -1.73% | 8.85% | 3.51% | 2.91% | -1.82% | 2.75% | 3.37% | 33.53% |
2015 | 4.77% | -1.47% | 3.73% | 8.41% | -10.06% | 0.41% | 3.40% | -1.28% | 0.18% | 7.20% |
Expense Ratio
Basic Bitch 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 Basic Bitch Portfolio is 52, 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 | |
---|---|---|---|---|---|
Lululemon Athletica Inc. | -0.45 | -0.41 | 0.94 | -0.32 | -0.53 |
Starbucks Corporation | 0.07 | 0.42 | 1.06 | 0.07 | 0.22 |
Etsy, Inc. | -0.67 | -0.75 | 0.90 | -0.34 | -1.15 |
Amazon.com, Inc. | 1.51 | 2.11 | 1.27 | 2.16 | 6.97 |
Celsius Holdings, Inc. | -0.88 | -1.36 | 0.84 | -0.75 | -1.13 |
Tesla, Inc. | 1.13 | 1.92 | 1.23 | 1.11 | 4.25 |
Apple Inc | 1.17 | 1.77 | 1.22 | 1.60 | 4.14 |
Deckers Outdoor Corporation | 1.96 | 2.89 | 1.36 | 3.31 | 7.28 |
LVMH Moët Hennessy - Louis Vuitton, Société Européenne | -0.31 | -0.25 | 0.97 | -0.24 | -0.45 |
NVIDIA Corporation | 2.75 | 3.15 | 1.39 | 5.37 | 16.34 |
Meta Platforms, Inc. | 1.77 | 2.64 | 1.36 | 3.52 | 10.68 |
Dividends
Dividend yield
Basic Bitch Portfolio provided a 0.32% dividend yield over the last twelve months.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | 0.32% | 0.32% | 0.22% | 0.26% | 0.15% | 0.24% | 0.28% | 0.45% | 0.33% | 0.45% | 1.60% | 0.58% |
Portfolio components: | ||||||||||||
Lululemon Athletica 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% |
Starbucks Corporation | 2.48% | 2.54% | 2.25% | 2.02% | 1.57% | 1.57% | 1.69% | 2.05% | 1.83% | 1.53% | 0.87% | 0.00% |
Etsy, 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% |
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% |
Celsius 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% |
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% |
Apple Inc | 0.42% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
Deckers Outdoor 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% |
LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.09% | 2.14% | 1.65% | 1.78% | 0.99% | 1.64% | 1.49% | 2.21% | 1.60% | 2.10% | 12.91% | 2.40% |
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% |
Meta Platforms, Inc. | 0.33% | 0.34% | 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 Basic Bitch 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 Basic Bitch Portfolio was 45.46%, occurring on Jun 16, 2022. Recovery took 246 trading sessions.
The current Basic Bitch Portfolio drawdown is 5.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-45.46% | Nov 8, 2021 | 153 | Jun 16, 2022 | 246 | Jun 9, 2023 | 399 |
-37.11% | Feb 20, 2020 | 20 | Mar 18, 2020 | 41 | May 15, 2020 | 61 |
-25.1% | Sep 4, 2018 | 78 | Dec 24, 2018 | 59 | Mar 21, 2019 | 137 |
-19.42% | Jul 31, 2015 | 133 | Feb 9, 2016 | 50 | Apr 21, 2016 | 183 |
-15.83% | Jul 11, 2024 | 20 | Aug 7, 2024 | 77 | Nov 25, 2024 | 97 |
Volatility
Volatility Chart
The current Basic Bitch Portfolio volatility is 7.79%, 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
CELH | TSLA | DECK | ETSY | LVMUY | SBUX | LULU | NVDA | META | AAPL | AMZN | |
---|---|---|---|---|---|---|---|---|---|---|---|
CELH | 1.00 | 0.22 | 0.23 | 0.23 | 0.19 | 0.22 | 0.22 | 0.26 | 0.24 | 0.23 | 0.25 |
TSLA | 0.22 | 1.00 | 0.27 | 0.31 | 0.28 | 0.27 | 0.30 | 0.41 | 0.35 | 0.41 | 0.40 |
DECK | 0.23 | 0.27 | 1.00 | 0.33 | 0.33 | 0.36 | 0.48 | 0.33 | 0.32 | 0.31 | 0.33 |
ETSY | 0.23 | 0.31 | 0.33 | 1.00 | 0.28 | 0.28 | 0.40 | 0.37 | 0.35 | 0.36 | 0.44 |
LVMUY | 0.19 | 0.28 | 0.33 | 0.28 | 1.00 | 0.42 | 0.37 | 0.35 | 0.38 | 0.41 | 0.40 |
SBUX | 0.22 | 0.27 | 0.36 | 0.28 | 0.42 | 1.00 | 0.40 | 0.32 | 0.39 | 0.41 | 0.40 |
LULU | 0.22 | 0.30 | 0.48 | 0.40 | 0.37 | 0.40 | 1.00 | 0.39 | 0.38 | 0.38 | 0.40 |
NVDA | 0.26 | 0.41 | 0.33 | 0.37 | 0.35 | 0.32 | 0.39 | 1.00 | 0.51 | 0.53 | 0.55 |
META | 0.24 | 0.35 | 0.32 | 0.35 | 0.38 | 0.39 | 0.38 | 0.51 | 1.00 | 0.52 | 0.62 |
AAPL | 0.23 | 0.41 | 0.31 | 0.36 | 0.41 | 0.41 | 0.38 | 0.53 | 0.52 | 1.00 | 0.57 |
AMZN | 0.25 | 0.40 | 0.33 | 0.44 | 0.40 | 0.40 | 0.40 | 0.55 | 0.62 | 0.57 | 1.00 |