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SuperTech

Last updated Mar 18, 2023

Expense Ratio

0.00%

Dividend Yield

3.08%

Asset Allocation


MSFT 20%META 20%NVDA 20%GOOG 20%BHP 20%EquityEquity

Performance

The chart shows the growth of $10,000 invested in SuperTech in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $83,014 for a total return of roughly 730.14%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


-10.00%0.00%10.00%20.00%30.00%40.00%NovemberDecember2023FebruaryMarch
36.35%
6.47%
SuperTech
Benchmark (^GSPC)
Portfolio components

Returns

As of Mar 18, 2023, the SuperTech returned 32.81% Year-To-Date and 26.70% of annualized return in the last 10 years.


1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark-5.31%2.01%0.39%-10.12%7.32%8.50%
SuperTech4.53%32.81%31.79%0.96%21.62%26.70%
MSFT
Microsoft Corporation
2.92%16.81%14.48%-4.15%25.66%26.14%
META
Meta Platforms, Inc.
8.99%62.55%30.80%-3.94%1.11%14.23%
NVDA
NVIDIA Corporation
12.01%76.06%99.06%5.12%32.94%57.44%
GOOG
Alphabet Inc.
7.91%15.47%-1.39%-23.36%12.54%15.42%
BHP
BHP Group
-11.72%-4.45%14.72%10.88%18.08%7.61%

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 current SuperTech Sharpe ratio is 0.03. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.80-0.60-0.40-0.200.000.20NovemberDecember2023FebruaryMarch
0.03
-0.43
SuperTech
Benchmark (^GSPC)
Portfolio components

Dividends

SuperTech granted a 3.08% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

Dividend yield

3.08%2.35%2.74%1.27%2.90%2.09%1.74%1.23%4.33%3.02%2.47%2.15%

Drawdowns Chart

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


-50.00%-40.00%-30.00%-20.00%-10.00%NovemberDecember2023FebruaryMarch
-13.20%
-18.34%
SuperTech
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the SuperTech. 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 SuperTech is 44.20%, recorded on Nov 3, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.2%Dec 28, 2021216Nov 3, 2022
-32.74%Feb 20, 202018Mar 16, 202046May 20, 202064
-26.97%Jul 26, 2018105Dec 24, 201881Apr 23, 2019186
-15.4%Dec 30, 201514Jan 20, 201641Mar 18, 201655
-14.4%Sep 3, 202014Sep 23, 202051Dec 4, 202065
-14.14%Apr 26, 201926Jun 3, 201928Jul 12, 201954
-12.88%Aug 11, 201511Aug 25, 201529Oct 6, 201540
-11.78%Sep 9, 201498Jan 28, 201560Apr 24, 2015158
-11.54%Jan 29, 201842Mar 28, 201830May 10, 201872
-11.22%Aug 31, 202124Oct 4, 202122Nov 3, 202146

Volatility Chart

Current SuperTech volatility is 36.00%. 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.


10.00%20.00%30.00%40.00%50.00%60.00%NovemberDecember2023FebruaryMarch
32.88%
21.17%
SuperTech
Benchmark (^GSPC)
Portfolio components