Basic Bitch Portfolio
Asset Allocation
Position | Category/Sector | Weight |
---|---|---|
AAPL Apple Inc | Technology | 10% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 10% |
CELH Celsius Holdings, Inc. | Consumer Defensive | 10% |
DECK Deckers Outdoor Corporation | Consumer Cyclical | 10% |
ETSY Etsy, Inc. | Consumer Cyclical | 10% |
LULU Lululemon Athletica Inc. | Consumer Cyclical | 10% |
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | Consumer Cyclical | 10% |
NVDA NVIDIA Corporation | Technology | 10% |
SBUX Starbucks Corporation | Consumer Cyclical | 10% |
TSLA Tesla, Inc. | Consumer Cyclical | 10% |
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 Quarterly
The earliest data available for this chart is Apr 16, 2015, corresponding to the inception date of ETSY
Returns By Period
Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | 15.38% | 5.03% | 6.71% | 23.24% | 13.10% | 10.67% |
Basic Bitch Portfolio | 2.60% | 5.00% | -10.54% | 9.94% | 43.25% | N/A |
Portfolio components: | ||||||
LULU Lululemon Athletica Inc. | -50.38% | 7.09% | -44.52% | -36.42% | 4.56% | 20.62% |
SBUX Starbucks Corporation | -2.75% | 22.21% | 2.05% | -2.15% | 1.23% | 11.01% |
ETSY Etsy, Inc. | -31.44% | 2.95% | -18.76% | -23.60% | 2.99% | N/A |
AMZN Amazon.com, Inc. | 17.08% | 9.86% | 0.61% | 31.42% | 14.21% | 26.44% |
CELH Celsius Holdings, Inc. | -41.25% | -20.68% | -64.24% | -52.04% | 92.33% | 65.56% |
TSLA Tesla, Inc. | -11.70% | 9.36% | 22.82% | -12.90% | 70.86% | 28.13% |
AAPL Apple Inc | 15.94% | 7.43% | 31.92% | 22.20% | 34.03% | 26.18% |
DECK Deckers Outdoor Corporation | 31.56% | 1.17% | -3.67% | 67.24% | 42.03% | 24.79% |
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | -14.64% | 0.90% | -24.82% | -11.02% | 12.32% | 18.08% |
NVDA NVIDIA Corporation | 116.52% | 2.84% | 15.70% | 127.86% | 89.29% | 72.19% |
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 | -2.76% | 15.89% | -0.46% | -5.05% | 4.83% | -1.13% | -1.92% | -0.96% | 2.60% | ||||
2023 | 15.28% | 0.65% | 7.67% | 0.27% | 5.02% | 11.86% | 3.75% | -1.08% | -7.59% | -2.23% | 11.44% | 4.92% | 59.54% |
2022 | -14.90% | -1.94% | 2.12% | -14.72% | -1.31% | -7.73% | 23.74% | -1.94% | -8.17% | 3.15% | 14.02% | -10.27% | -22.18% |
2021 | 1.30% | 2.41% | -3.09% | 8.64% | -1.25% | 11.24% | 0.76% | 5.48% | -3.00% | 13.47% | 3.31% | -4.83% | 38.01% |
2020 | 9.85% | -0.07% | -16.39% | 24.34% | 21.34% | 15.40% | 12.57% | 21.44% | -2.76% | -2.58% | 20.73% | 13.62% | 183.89% |
2019 | 9.05% | 5.46% | 5.62% | 2.51% | -9.18% | 11.53% | 4.44% | -6.53% | 0.14% | 5.19% | 8.59% | 6.44% | 49.92% |
2018 | 7.47% | 4.11% | -3.24% | 7.26% | 4.23% | 5.10% | -0.37% | 11.58% | -0.91% | -6.22% | 0.53% | -7.71% | 21.92% |
2017 | 9.92% | -0.16% | 3.04% | 3.08% | 10.64% | 2.42% | -1.38% | 5.77% | 3.79% | 3.38% | 1.30% | 5.03% | 57.31% |
2016 | -2.57% | 0.61% | 10.08% | 0.04% | 3.23% | 0.62% | 7.83% | 2.77% | 0.33% | -3.04% | 5.74% | 4.64% | 33.73% |
2015 | 5.33% | -1.61% | 3.30% | 6.92% | -9.56% | -1.40% | 1.40% | -2.25% | 0.74% | 1.92% |
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 6, indicating that it is in the bottom 6% 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 | |
---|---|---|---|---|---|
LULU Lululemon Athletica Inc. | -1.06 | -1.44 | 0.80 | -0.68 | -1.33 |
SBUX Starbucks Corporation | -0.08 | 0.17 | 1.02 | -0.08 | -0.18 |
ETSY Etsy, Inc. | -0.54 | -0.54 | 0.93 | -0.29 | -1.06 |
AMZN Amazon.com, Inc. | 1.03 | 1.55 | 1.20 | 0.82 | 4.50 |
CELH Celsius Holdings, Inc. | -0.86 | -1.25 | 0.85 | -0.77 | -1.75 |
TSLA Tesla, Inc. | -0.27 | -0.03 | 1.00 | -0.22 | -0.55 |
AAPL Apple Inc | 0.79 | 1.26 | 1.16 | 1.07 | 2.51 |
DECK Deckers Outdoor Corporation | 1.68 | 2.80 | 1.34 | 2.94 | 7.41 |
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | -0.53 | -0.61 | 0.93 | -0.45 | -1.10 |
NVDA NVIDIA Corporation | 2.37 | 2.86 | 1.36 | 4.47 | 14.73 |
Dividends
Dividend yield
Basic Bitch Portfolio granted a 0.50% dividend yield in the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Basic Bitch Portfolio | 0.50% | 0.44% | 0.46% | 0.31% | 0.39% | 0.45% | 0.65% | 0.52% | 0.60% | 1.69% | 0.57% | 0.62% |
Portfolio components: | ||||||||||||
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 | 2.49% | 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 | 0.44% | 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 | 2.04% | 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% | 0.30% | 0.46% | 1.19% | 1.68% | 1.95% |
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 42.94%, occurring on Jun 16, 2022. Recovery took 247 trading sessions.
The current Basic Bitch Portfolio drawdown is 11.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-42.94% | Nov 8, 2021 | 153 | Jun 16, 2022 | 247 | Jun 12, 2023 | 400 |
-38.77% | Feb 20, 2020 | 20 | Mar 18, 2020 | 42 | May 18, 2020 | 62 |
-21.29% | Jul 31, 2015 | 133 | Feb 9, 2016 | 81 | Jun 6, 2016 | 214 |
-21.11% | Sep 28, 2018 | 60 | Dec 24, 2018 | 55 | Mar 15, 2019 | 115 |
-17.26% | Mar 14, 2024 | 101 | Aug 7, 2024 | — | — | — |
Volatility
Volatility Chart
The current Basic Bitch Portfolio volatility is 8.97%, 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 | AAPL | AMZN | |
---|---|---|---|---|---|---|---|---|---|---|
CELH | 1.00 | 0.23 | 0.24 | 0.23 | 0.19 | 0.22 | 0.22 | 0.27 | 0.23 | 0.25 |
TSLA | 0.23 | 1.00 | 0.27 | 0.32 | 0.28 | 0.28 | 0.30 | 0.42 | 0.41 | 0.40 |
DECK | 0.24 | 0.27 | 1.00 | 0.32 | 0.34 | 0.37 | 0.48 | 0.34 | 0.31 | 0.33 |
ETSY | 0.23 | 0.32 | 0.32 | 1.00 | 0.29 | 0.28 | 0.40 | 0.38 | 0.36 | 0.45 |
LVMUY | 0.19 | 0.28 | 0.34 | 0.29 | 1.00 | 0.43 | 0.37 | 0.36 | 0.42 | 0.41 |
SBUX | 0.22 | 0.28 | 0.37 | 0.28 | 0.43 | 1.00 | 0.41 | 0.33 | 0.42 | 0.42 |
LULU | 0.22 | 0.30 | 0.48 | 0.40 | 0.37 | 0.41 | 1.00 | 0.40 | 0.39 | 0.41 |
NVDA | 0.27 | 0.42 | 0.34 | 0.38 | 0.36 | 0.33 | 0.40 | 1.00 | 0.54 | 0.55 |
AAPL | 0.23 | 0.41 | 0.31 | 0.36 | 0.42 | 0.42 | 0.39 | 0.54 | 1.00 | 0.58 |
AMZN | 0.25 | 0.40 | 0.33 | 0.45 | 0.41 | 0.42 | 0.41 | 0.55 | 0.58 | 1.00 |