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Last updated Mar 22, 2023

Asset Allocation

MSFT 59.68%ABBV 34.18%ARQT 2.52%VOD 2.45%ALLO 1.17%EquityEquity


Dec 20, 2022BuyAbbVie Inc.1$90.00
Dec 20, 2022BuyAllogene Therapeutics, Inc.1$27.00
Dec 20, 2022BuyArcutis Biotherapeutics, Inc.1$17.00
Dec 20, 2022BuyMicrosoft Corporation1$90.00
Dec 20, 2022BuyVodafone Group Plc1$20.00

1–5 of 5


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

0.00%20.00%40.00%60.00%80.00%Dec 252023Jan 08Jan 15Jan 22Jan 29Feb 05Feb 12Feb 19Feb 26Mar 05Mar 12Mar 19
Benchmark (^GSPC)
Portfolio components


As of Mar 22, 2023, the Mr returned 6.03% Year-To-Date and **** of annualized return in the last 10 years.

1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The chart below displays rolling 12-month Sharpe Ratio.

Chart placeholderNot enough data

Drawdowns Chart

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

-8.00%-6.00%-4.00%-2.00%0.00%Dec 252023Jan 08Jan 15Jan 22Jan 29Feb 05Feb 12Feb 19Feb 26Mar 05Mar 12Mar 19
Benchmark (^GSPC)
Portfolio components

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.



To Bottom


To Recover



-7.17%Feb 15, 202317Mar 10, 20235Mar 17, 202322
-5.32%Dec 22, 202218Jan 19, 202310Feb 2, 202328
-1.95%Feb 3, 20232Feb 6, 20231Feb 7, 20233
-1%Mar 20, 20231Mar 20, 2023
-0.47%Feb 8, 20231Feb 8, 20232Feb 10, 20233

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.

0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%Jan 08Jan 15Jan 22Jan 29Feb 05Feb 12Feb 19Feb 26Mar 05Mar 12Mar 19
Benchmark (^GSPC)
Portfolio components