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Basic Bitch Portfolio

Last updated Feb 21, 2024

Asset Allocation


LULU 10%SBUX 10%ETSY 10%AMZN 10%CELH 10%TSLA 10%AAPL 10%DECK 10%LVMUY 10%NVDA 10%EquityEquity
PositionCategory/SectorWeight
LULU
Lululemon Athletica Inc.
Consumer Cyclical

10%

SBUX
Starbucks Corporation
Consumer Cyclical

10%

ETSY
Etsy, Inc.
Consumer Cyclical

10%

AMZN
Amazon.com, Inc.
Consumer Cyclical

10%

CELH
Celsius Holdings, Inc.
Consumer Defensive

10%

TSLA
Tesla, Inc.
Consumer Cyclical

10%

AAPL
Apple Inc.
Technology

10%

DECK
Deckers Outdoor Corporation
Consumer Cyclical

10%

LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
Consumer Cyclical

10%

NVDA
NVIDIA Corporation
Technology

10%

Performance

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 Quarterly


-10.00%-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2024February
15.24%
13.40%
Basic Bitch Portfolio
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Apr 16, 2015, corresponding to the inception date of ETSY

Returns


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
N/AN/AN/AN/AN/AN/A
Basic Bitch Portfolio5.37%7.12%15.24%42.48%47.86%N/A
LULU
Lululemon Athletica Inc.
-13.04%-8.14%17.18%38.78%24.65%24.14%
SBUX
Starbucks Corporation
-2.07%0.17%-1.59%-10.82%7.91%12.01%
ETSY
Etsy, Inc.
-6.39%7.37%3.25%-41.49%7.44%N/A
AMZN
Amazon.com, Inc.
9.96%7.56%24.45%71.89%15.63%25.48%
CELH
Celsius Holdings, Inc.
16.58%22.25%7.12%101.05%17.98%13.50%
TSLA
Tesla, Inc.
-22.02%-8.69%-16.91%-6.98%58.60%30.14%
AAPL
Apple Inc.
-5.58%-5.10%2.71%19.65%34.65%27.15%
DECK
Deckers Outdoor Corporation
28.76%14.87%54.97%112.31%43.26%26.32%
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
9.34%22.62%4.94%2.81%23.64%20.34%
NVDA
NVIDIA Corporation
40.24%16.74%52.11%224.87%78.45%66.07%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.81%
20233.75%-1.08%-7.59%-2.23%11.44%4.92%

Sharpe Ratio

The current Basic Bitch Portfolio Sharpe ratio is 2.04. A Sharpe ratio higher than 2.0 is considered very good.

-1.000.001.002.003.004.002.04

The Sharpe ratio of Basic Bitch Portfolio lies between the 25th and 75th percentiles. It indicates that the portfolio's risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00SeptemberOctoberNovemberDecember2024February
2.04
1.75
Basic Bitch Portfolio
Benchmark (^GSPC)
Portfolio components

Dividend yield

Basic Bitch Portfolio granted a 0.44% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
Basic Bitch Portfolio0.44%0.44%0.46%0.31%0.39%0.45%0.65%0.52%0.60%1.69%0.58%0.62%
LULU
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%
SBUX
Starbucks Corporation
2.35%2.25%2.02%1.57%1.57%1.69%2.05%1.83%1.53%0.87%0.00%0.00%
ETSY
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%
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%
CELH
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%
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%
AAPL
Apple Inc.
0.53%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%2.10%
DECK
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%
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
1.51%1.65%1.78%0.99%1.64%1.49%2.21%1.59%2.11%12.92%2.38%2.17%
NVDA
NVIDIA Corporation
0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%1.94%

Expense Ratio

The 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.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
LULU
Lululemon Athletica Inc.
1.24
SBUX
Starbucks Corporation
-0.51
ETSY
Etsy, Inc.
-0.93
AMZN
Amazon.com, Inc.
2.30
CELH
Celsius Holdings, Inc.
1.92
TSLA
Tesla, Inc.
-0.08
AAPL
Apple Inc.
0.97
DECK
Deckers Outdoor Corporation
3.19
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
0.10
NVDA
NVIDIA Corporation
4.70

Asset Correlations Table

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

CELHTSLADECKETSYLVMUYSBUXLULUNVDAAAPLAMZN
CELH1.000.230.230.240.190.230.210.260.240.24
TSLA0.231.000.270.320.280.290.310.430.410.41
DECK0.230.271.000.330.340.370.480.330.310.33
ETSY0.240.320.331.000.290.290.410.400.370.46
LVMUY0.190.280.340.291.000.440.360.370.430.42
SBUX0.230.290.370.290.441.000.410.360.430.43
LULU0.210.310.480.410.360.411.000.420.400.41
NVDA0.260.430.330.400.370.360.421.000.560.56
AAPL0.240.410.310.370.430.430.400.561.000.59
AMZN0.240.410.330.460.420.430.410.560.591.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2024February
-1.62%
-1.08%
Basic Bitch Portfolio
Benchmark (^GSPC)
Portfolio components

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 42.93%, occurring on Jun 16, 2022. Recovery took 247 trading sessions.

The current Basic Bitch Portfolio drawdown is 1.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.93%Nov 8, 2021153Jun 16, 2022247Jun 12, 2023400
-38.77%Feb 20, 202020Mar 18, 202042May 18, 202062
-21.29%Jul 31, 2015133Feb 9, 201681Jun 6, 2016214
-21.11%Sep 28, 201860Dec 24, 201855Mar 15, 2019115
-14.39%Jul 20, 202370Oct 26, 202325Dec 1, 202395

Volatility Chart

The current Basic Bitch Portfolio volatility is 6.33%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2024February
6.33%
3.37%
Basic Bitch Portfolio
Benchmark (^GSPC)
Portfolio components
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