SuperTech
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BHP BHP Group | Basic Materials | 20% |
GOOG Alphabet Inc. | Communication Services | 20% |
META Meta Platforms, Inc. | Communication Services | 20% |
MSFT Microsoft Corporation | Technology | 20% |
NVDA NVIDIA Corporation | Technology | 20% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SuperTech, 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 every 3 months.
The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG
Returns By Period
As of May 3, 2025, the SuperTech returned -3.78% Year-To-Date and 32.35% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.31% | 5.38% | -0.74% | 10.90% | 14.93% | 10.61% |
| SuperTech | -3.78% | 11.04% | -2.81% | 13.34% | 34.07% | 32.48% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 3.48% | 16.66% | 6.50% | 7.86% | 20.59% | 27.06% |
META Meta Platforms, Inc. | 2.06% | 12.30% | 5.44% | 32.58% | 24.01% | 22.68% |
NVDA NVIDIA Corporation | -14.73% | 12.48% | -15.42% | 28.99% | 73.93% | 71.36% |
GOOG Alphabet Inc. | -12.83% | 8.64% | -3.74% | -1.42% | 20.29% | 20.38% |
BHP BHP Group | 2.01% | 5.06% | -10.95% | -8.95% | 14.89% | 7.81% |
Monthly Returns
The table below presents the monthly returns of SuperTech, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.87% | -4.48% | -7.95% | 0.39% | 5.96% | -3.78% | |||||||
| 2024 | 6.09% | 11.53% | 5.95% | -3.87% | 11.09% | 6.15% | -5.16% | 1.22% | 6.59% | -0.90% | 0.81% | 0.96% | 46.68% |
| 2023 | 17.31% | 3.79% | 16.53% | 3.43% | 12.29% | 6.00% | 7.05% | -1.65% | -3.59% | -0.69% | 9.88% | 5.96% | 105.02% |
| 2022 | -6.37% | -4.72% | 7.96% | -16.58% | -0.02% | -10.90% | 6.49% | -6.06% | -12.40% | -5.32% | 19.87% | -6.81% | -33.66% |
| 2021 | 1.07% | 6.15% | 1.37% | 10.25% | 2.15% | 8.35% | 4.18% | 3.57% | -9.09% | 10.01% | 5.99% | -0.19% | 51.50% |
| 2020 | 1.49% | -3.21% | -8.35% | 14.85% | 11.01% | 4.55% | 7.09% | 13.49% | -5.97% | -1.50% | 8.48% | 3.34% | 51.45% |
| 2019 | 11.13% | 2.91% | 7.03% | 5.13% | -9.42% | 9.15% | 2.44% | -3.15% | 1.36% | 5.76% | 5.66% | 4.68% | 49.68% |
| 2018 | 12.44% | -3.45% | -5.15% | 2.20% | 8.62% | -0.33% | 2.70% | 2.93% | -0.03% | -11.44% | -5.05% | -5.27% | -4.09% |
| 2017 | 7.68% | -1.69% | 2.71% | 2.56% | 9.01% | -1.18% | 9.89% | 2.99% | 0.22% | 7.99% | -0.23% | 2.01% | 49.73% |
| 2016 | -4.35% | -1.79% | 10.22% | 1.36% | 5.58% | -1.17% | 11.12% | 2.73% | 6.17% | 2.40% | 5.20% | 3.77% | 48.39% |
| 2015 | -4.09% | 9.24% | -3.91% | 6.04% | -2.23% | -3.76% | 5.86% | -0.75% | 0.25% | 13.65% | 1.22% | 1.40% | 23.43% |
| 2014 | -1.71% | 2.69% | 1.92% | 1.79% | 3.30% | -1.64% | -0.04% | -0.42% | -3.50% | 2.20% |
Expense Ratio
SuperTech has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SuperTech is 43, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
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 | |
|---|---|---|---|---|---|
MSFT Microsoft Corporation | 0.49 | 0.88 | 1.12 | 0.53 | 1.19 |
META Meta Platforms, Inc. | 1.08 | 1.66 | 1.22 | 1.15 | 3.71 |
NVDA NVIDIA Corporation | 0.55 | 1.12 | 1.14 | 0.88 | 2.24 |
GOOG Alphabet Inc. | 0.04 | 0.26 | 1.03 | 0.04 | 0.09 |
BHP BHP Group | -0.25 | -0.15 | 0.98 | -0.19 | -0.47 |
Dividends
Dividend yield
SuperTech provided a 1.33% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.33% | 1.48% | 1.15% | 2.22% | 2.14% | 0.95% | 2.01% | 1.41% | 1.15% | 0.90% | 2.57% | 1.86% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.73% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
META Meta Platforms, Inc. | 0.34% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NVDA NVIDIA Corporation | 0.03% | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
GOOG Alphabet Inc. | 0.48% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BHP BHP Group | 5.08% | 5.98% | 4.98% | 9.95% | 9.98% | 3.67% | 8.59% | 4.89% | 3.61% | 1.68% | 9.32% | 5.11% |
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 SuperTech. 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 SuperTech was 44.81%, occurring on Nov 3, 2022. Recovery took 134 trading sessions.
The current SuperTech drawdown is 9.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.81% | Dec 28, 2021 | 216 | Nov 3, 2022 | 134 | May 18, 2023 | 350 |
| -32.78% | Feb 20, 2020 | 18 | Mar 16, 2020 | 46 | May 20, 2020 | 64 |
| -27.01% | Jul 26, 2018 | 105 | Dec 24, 2018 | 81 | Apr 23, 2019 | 186 |
| -23.49% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -15.68% | Jul 11, 2024 | 18 | Aug 5, 2024 | 67 | Nov 7, 2024 | 85 |
Volatility
Volatility Chart
The current SuperTech volatility is 17.53%, 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
Diversification Metrics
Number of Effective Assets
The portfolio contains 5 assets, with an effective number of assets of 5.00, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.
Asset Correlations Table
| ^GSPC | BHP | NVDA | META | GOOG | MSFT | Portfolio | |
|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.52 | 0.63 | 0.61 | 0.70 | 0.75 | 0.81 |
| BHP | 0.52 | 1.00 | 0.30 | 0.28 | 0.33 | 0.34 | 0.57 |
| NVDA | 0.63 | 0.30 | 1.00 | 0.51 | 0.52 | 0.59 | 0.80 |
| META | 0.61 | 0.28 | 0.51 | 1.00 | 0.65 | 0.58 | 0.76 |
| GOOG | 0.70 | 0.33 | 0.52 | 0.65 | 1.00 | 0.68 | 0.78 |
| MSFT | 0.75 | 0.34 | 0.59 | 0.58 | 0.68 | 1.00 | 0.78 |
| Portfolio | 0.81 | 0.57 | 0.80 | 0.76 | 0.78 | 0.78 | 1.00 |