Mr
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
MSFT Microsoft Corporation | Technology | 59.68% |
ABBV AbbVie Inc. | Healthcare | 34.18% |
ARQT Arcutis Biotherapeutics, Inc. | Healthcare | 2.52% |
VOD Vodafone Group Plc | Communication Services | 2.45% |
ALLO Allogene Therapeutics, Inc. | Healthcare | 1.17% |
Transactions
| Date | Type | Symbol | Quantity | Price |
|---|---|---|---|---|
| Dec 20, 2022 | Buy | AbbVie Inc. | 1 | $90.00 |
| Dec 20, 2022 | Buy | Allogene Therapeutics, Inc. | 1 | $27.00 |
| Dec 20, 2022 | Buy | Arcutis Biotherapeutics, Inc. | 1 | $17.00 |
| Dec 20, 2022 | Buy | Microsoft Corporation | 1 | $90.00 |
| Dec 20, 2022 | Buy | Vodafone Group Plc | 1 | $20.00 |
Performance
The chart shows the growth of $10,000 invested in Mr in Dec 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,800 for a total return of roughly 88.00%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 22, 2023, the Mr returned 6.03% Year-To-Date and **** of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -1.87% | 4.25% | 4.85% | 4.85% | N/A | N/A |
| Mr | 2.87% | 6.03% | 88.00% | 88.00% | N/A | N/A |
| Portfolio components: | ||||||
| Returns over 1 year are annualized | ||||||
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Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Mr. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Mr is 7.17%, recorded on Mar 10, 2023. It took 5 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -7.17% | Feb 15, 2023 | 17 | Mar 10, 2023 | 5 | Mar 17, 2023 | 22 |
| -5.32% | Dec 22, 2022 | 18 | Jan 19, 2023 | 10 | Feb 2, 2023 | 28 |
| -1.95% | Feb 3, 2023 | 2 | Feb 6, 2023 | 1 | Feb 7, 2023 | 3 |
| -1% | Mar 20, 2023 | 1 | Mar 20, 2023 | — | — | — |
| -0.47% | Feb 8, 2023 | 1 | Feb 8, 2023 | 2 | Feb 10, 2023 | 3 |
Volatility Chart
Current Mr volatility is 16.80%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.