Solid Stocks
Asset Allocation
Performance
The chart shows the growth of an initial investment of $10,000 in Solid Stocks, 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
Returns
As of May 27, 2023, the Solid Stocks returned 32.67% Year-To-Date and -8.64% of annualized return in the last 10 years.
1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
Benchmark | 1.70% | 9.53% | 4.45% | 1.14% | 6.00% | 6.00% |
Solid Stocks | 10.16% | 32.67% | 23.38% | 7.13% | -8.64% | -8.64% |
Portfolio components: | ||||||
AAPL Apple Inc. | 4.31% | 35.41% | 18.79% | 17.93% | 16.81% | 16.81% |
ABNB Airbnb, Inc. | -7.32% | 24.92% | 9.36% | -11.36% | -7.72% | -7.72% |
ADBE Adobe Inc | 11.84% | 23.43% | 24.26% | -3.00% | -6.25% | -6.25% |
AMD Advanced Micro Devices, Inc. | 45.28% | 96.12% | 69.06% | 24.22% | 12.73% | 12.73% |
AMZN Amazon.com, Inc. | 9.37% | 42.99% | 28.58% | 4.31% | -10.58% | -10.58% |
ARKK ARK Innovation ETF | 9.52% | 25.16% | 8.61% | -13.90% | -37.07% | -37.07% |
CRM salesforce.com, inc. | 9.95% | 62.49% | 40.49% | 30.49% | -1.09% | -1.09% |
CRNC Cerence Inc. | 6.85% | 47.33% | 67.90% | -14.85% | -38.18% | -38.18% |
CRWD CrowdStrike Holdings, Inc. | 22.27% | 46.38% | 10.05% | -7.61% | -4.80% | -4.80% |
DDOG Datadog, Inc. | 32.69% | 26.75% | 24.48% | -5.01% | -3.74% | -3.74% |
ETSY Etsy, Inc. | -14.89% | -28.59% | -28.91% | 4.11% | -24.49% | -24.49% |
FUBO fuboTV Inc. | 47.71% | -7.47% | -40.37% | -54.13% | -68.52% | -68.52% |
FVRR Fiverr International Ltd. | -24.91% | -9.81% | -25.11% | -38.81% | -56.98% | -56.98% |
GOOG Alphabet Inc. | 15.74% | 41.36% | 28.51% | 11.20% | 15.60% | 15.60% |
HUBS HubSpot, Inc. | 15.64% | 71.62% | 71.00% | 40.79% | 11.30% | 11.30% |
INTU Intuit Inc. | -2.50% | 7.91% | 7.02% | -0.23% | 6.35% | 6.35% |
MA Mastercard Inc | 0.19% | 8.01% | 6.91% | 5.30% | 5.75% | 5.75% |
MELI MercadoLibre, Inc. | 3.00% | 51.52% | 34.75% | 58.02% | -9.08% | -9.08% |
META Meta Platforms, Inc. | 9.84% | 117.75% | 135.20% | 34.29% | -1.84% | -1.84% |
MSFT Microsoft Corporation | 9.44% | 39.46% | 35.14% | 23.01% | 20.87% | 20.87% |
NET | 2.62% | 35.24% | 32.05% | 3.79% | -11.06% | -11.06% |
NFLX | 16.27% | 28.49% | 32.69% | 94.11% | -12.32% | -12.32% |
NOW | 18.29% | 38.42% | 31.99% | 12.84% | 0.38% | 0.38% |
NVDA | 43.05% | 166.54% | 139.47% | 107.23% | 55.28% | 55.28% |
OKTA | 25.80% | 28.93% | 75.88% | 2.37% | -34.90% | -34.90% |
ONEQ | 7.08% | 24.63% | 15.95% | 8.48% | 2.90% | 2.90% |
PANW | 14.36% | 51.71% | 22.53% | 25.32% | 33.35% | 33.35% |
PAYC | -2.75% | -9.46% | -14.11% | -4.53% | -15.66% | -15.66% |
PYPL | -18.92% | -15.45% | -24.80% | -29.33% | -41.23% | -41.23% |
ROKU | -1.68% | 37.71% | -0.05% | -41.90% | -51.23% | -51.23% |
SE | -19.55% | 15.55% | 10.68% | -27.44% | -37.58% | -37.58% |
SHOP | 24.52% | 70.73% | 61.08% | 60.58% | -21.15% | -21.15% |
SNOW | 0.83% | 4.51% | 3.66% | 15.47% | -27.49% | -27.49% |
SQ | -2.61% | -6.11% | -6.91% | -34.82% | -41.18% | -41.18% |
TDOC | -17.26% | -4.10% | -17.83% | -36.59% | -58.50% | -58.50% |
TSLA | 20.59% | 56.82% | 5.64% | -23.71% | -3.97% | -3.97% |
TTD | 5.37% | 50.95% | 37.01% | 28.92% | -11.90% | -11.90% |
TWLO | 13.89% | 22.75% | 23.76% | -44.54% | -51.37% | -51.37% |
TWTR | 0.00% | 0.00% | 0.00% | 33.68% | 1.31% | 1.31% |
UPST | 71.87% | 88.12% | 34.29% | -50.59% | 9.32% | 9.32% |
VGT | 10.03% | 31.30% | 22.92% | 15.98% | 9.84% | 9.84% |
VOO | 1.86% | 10.28% | 5.28% | 2.84% | 7.64% | 7.64% |
VTI | 1.88% | 9.42% | 4.30% | 1.86% | 5.53% | 5.53% |
W | -0.16% | 10.73% | 13.74% | -38.31% | -54.78% | -54.78% |
ZM | 8.13% | -2.17% | -12.11% | -39.98% | -51.87% | -51.87% |
ZS | 39.82% | 16.73% | -5.86% | -18.36% | -12.97% | -12.97% |
Returns over 1 year are annualized |
Asset Correlations Table
TWTR | MA | UPST | FUBO | CRNC | TSLA | ABNB | W | PANW | NFLX | META | AAPL | GOOG | ETSY | AMD | SE | MSFT | CRWD | ROKU | SNOW | FVRR | ZM | AMZN | TDOC | DDOG | MELI | OKTA | CRM | NVDA | HUBS | PYPL | INTU | ADBE | ZS | NET | PAYC | TWLO | VOO | SHOP | TTD | SQ | NOW | VTI | VGT | ARKK | ONEQ | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWTR | 1.00 | 0.34 | 0.31 | 0.30 | 0.31 | 0.30 | 0.33 | 0.32 | 0.33 | 0.37 | 0.42 | 0.33 | 0.34 | 0.37 | 0.36 | 0.43 | 0.35 | 0.37 | 0.45 | 0.33 | 0.42 | 0.43 | 0.34 | 0.42 | 0.34 | 0.44 | 0.43 | 0.41 | 0.38 | 0.39 | 0.48 | 0.38 | 0.39 | 0.37 | 0.40 | 0.42 | 0.46 | 0.37 | 0.45 | 0.46 | 0.51 | 0.40 | 0.40 | 0.43 | 0.49 | 0.44 |
MA | 0.34 | 1.00 | 0.30 | 0.27 | 0.35 | 0.37 | 0.43 | 0.33 | 0.38 | 0.45 | 0.49 | 0.55 | 0.57 | 0.33 | 0.44 | 0.39 | 0.56 | 0.35 | 0.36 | 0.33 | 0.35 | 0.37 | 0.49 | 0.36 | 0.39 | 0.47 | 0.38 | 0.51 | 0.49 | 0.39 | 0.52 | 0.58 | 0.55 | 0.35 | 0.39 | 0.49 | 0.40 | 0.71 | 0.44 | 0.42 | 0.46 | 0.52 | 0.69 | 0.67 | 0.45 | 0.64 |
UPST | 0.31 | 0.30 | 1.00 | 0.58 | 0.47 | 0.47 | 0.53 | 0.55 | 0.43 | 0.42 | 0.40 | 0.38 | 0.39 | 0.52 | 0.48 | 0.52 | 0.38 | 0.47 | 0.55 | 0.57 | 0.58 | 0.51 | 0.46 | 0.57 | 0.55 | 0.52 | 0.49 | 0.44 | 0.47 | 0.52 | 0.52 | 0.46 | 0.43 | 0.53 | 0.54 | 0.51 | 0.54 | 0.49 | 0.56 | 0.55 | 0.59 | 0.49 | 0.53 | 0.51 | 0.66 | 0.56 |
FUBO | 0.30 | 0.27 | 0.58 | 1.00 | 0.49 | 0.46 | 0.59 | 0.56 | 0.41 | 0.44 | 0.44 | 0.40 | 0.36 | 0.55 | 0.42 | 0.53 | 0.36 | 0.51 | 0.60 | 0.55 | 0.57 | 0.54 | 0.45 | 0.64 | 0.51 | 0.53 | 0.54 | 0.45 | 0.44 | 0.51 | 0.55 | 0.46 | 0.45 | 0.55 | 0.55 | 0.53 | 0.59 | 0.47 | 0.59 | 0.58 | 0.59 | 0.46 | 0.52 | 0.50 | 0.69 | 0.56 |
CRNC | 0.31 | 0.35 | 0.47 | 0.49 | 1.00 | 0.46 | 0.46 | 0.55 | 0.42 | 0.43 | 0.48 | 0.45 | 0.47 | 0.47 | 0.46 | 0.53 | 0.44 | 0.45 | 0.55 | 0.47 | 0.53 | 0.55 | 0.47 | 0.57 | 0.47 | 0.55 | 0.51 | 0.47 | 0.49 | 0.52 | 0.54 | 0.50 | 0.49 | 0.53 | 0.52 | 0.51 | 0.57 | 0.55 | 0.55 | 0.57 | 0.61 | 0.49 | 0.59 | 0.57 | 0.64 | 0.61 |
TSLA | 0.30 | 0.37 | 0.47 | 0.46 | 0.46 | 1.00 | 0.50 | 0.43 | 0.49 | 0.48 | 0.42 | 0.55 | 0.47 | 0.45 | 0.54 | 0.47 | 0.48 | 0.46 | 0.51 | 0.51 | 0.50 | 0.51 | 0.49 | 0.59 | 0.49 | 0.52 | 0.47 | 0.50 | 0.57 | 0.49 | 0.49 | 0.51 | 0.52 | 0.55 | 0.54 | 0.51 | 0.51 | 0.58 | 0.54 | 0.50 | 0.55 | 0.51 | 0.60 | 0.61 | 0.69 | 0.67 |
ABNB | 0.33 | 0.43 | 0.53 | 0.59 | 0.46 | 0.50 | 1.00 | 0.46 | 0.41 | 0.44 | 0.48 | 0.46 | 0.45 | 0.49 | 0.53 | 0.53 | 0.44 | 0.48 | 0.54 | 0.55 | 0.55 | 0.51 | 0.52 | 0.54 | 0.53 | 0.55 | 0.50 | 0.50 | 0.55 | 0.52 | 0.55 | 0.50 | 0.47 | 0.55 | 0.54 | 0.51 | 0.57 | 0.54 | 0.57 | 0.57 | 0.58 | 0.49 | 0.57 | 0.58 | 0.64 | 0.61 |
W | 0.32 | 0.33 | 0.55 | 0.56 | 0.55 | 0.43 | 0.46 | 1.00 | 0.44 | 0.52 | 0.46 | 0.45 | 0.44 | 0.65 | 0.49 | 0.57 | 0.41 | 0.51 | 0.60 | 0.56 | 0.61 | 0.59 | 0.55 | 0.64 | 0.55 | 0.55 | 0.55 | 0.49 | 0.50 | 0.56 | 0.57 | 0.49 | 0.48 | 0.55 | 0.59 | 0.53 | 0.59 | 0.54 | 0.64 | 0.62 | 0.61 | 0.53 | 0.58 | 0.56 | 0.69 | 0.61 |
PANW | 0.33 | 0.38 | 0.43 | 0.41 | 0.42 | 0.49 | 0.41 | 0.44 | 1.00 | 0.47 | 0.42 | 0.50 | 0.50 | 0.52 | 0.48 | 0.52 | 0.56 | 0.68 | 0.50 | 0.56 | 0.51 | 0.49 | 0.51 | 0.50 | 0.62 | 0.55 | 0.61 | 0.59 | 0.55 | 0.60 | 0.53 | 0.58 | 0.56 | 0.71 | 0.61 | 0.62 | 0.59 | 0.56 | 0.59 | 0.57 | 0.54 | 0.66 | 0.58 | 0.64 | 0.61 | 0.63 |
NFLX | 0.37 | 0.45 | 0.42 | 0.44 | 0.43 | 0.48 | 0.44 | 0.52 | 0.47 | 1.00 | 0.62 | 0.54 | 0.54 | 0.52 | 0.49 | 0.52 | 0.53 | 0.50 | 0.54 | 0.52 | 0.51 | 0.54 | 0.60 | 0.55 | 0.50 | 0.55 | 0.55 | 0.58 | 0.55 | 0.52 | 0.59 | 0.60 | 0.60 | 0.53 | 0.56 | 0.55 | 0.55 | 0.58 | 0.60 | 0.57 | 0.57 | 0.61 | 0.58 | 0.62 | 0.62 | 0.65 |
META | 0.42 | 0.49 | 0.40 | 0.44 | 0.48 | 0.42 | 0.48 | 0.46 | 0.42 | 0.62 | 1.00 | 0.59 | 0.69 | 0.47 | 0.57 | 0.49 | 0.62 | 0.44 | 0.55 | 0.47 | 0.50 | 0.53 | 0.62 | 0.53 | 0.45 | 0.56 | 0.49 | 0.59 | 0.60 | 0.48 | 0.63 | 0.59 | 0.66 | 0.46 | 0.50 | 0.53 | 0.54 | 0.68 | 0.56 | 0.59 | 0.57 | 0.58 | 0.68 | 0.70 | 0.61 | 0.74 |
AAPL | 0.33 | 0.55 | 0.38 | 0.40 | 0.45 | 0.55 | 0.46 | 0.45 | 0.50 | 0.54 | 0.59 | 1.00 | 0.71 | 0.45 | 0.60 | 0.46 | 0.76 | 0.47 | 0.47 | 0.47 | 0.42 | 0.50 | 0.68 | 0.51 | 0.50 | 0.54 | 0.47 | 0.60 | 0.64 | 0.47 | 0.58 | 0.65 | 0.69 | 0.53 | 0.53 | 0.58 | 0.47 | 0.80 | 0.53 | 0.54 | 0.54 | 0.61 | 0.78 | 0.86 | 0.59 | 0.84 |
GOOG | 0.34 | 0.57 | 0.39 | 0.36 | 0.47 | 0.47 | 0.45 | 0.44 | 0.50 | 0.54 | 0.69 | 0.71 | 1.00 | 0.46 | 0.61 | 0.49 | 0.78 | 0.48 | 0.50 | 0.49 | 0.46 | 0.51 | 0.72 | 0.50 | 0.51 | 0.54 | 0.50 | 0.63 | 0.64 | 0.51 | 0.60 | 0.69 | 0.71 | 0.53 | 0.53 | 0.58 | 0.51 | 0.78 | 0.55 | 0.57 | 0.57 | 0.60 | 0.76 | 0.79 | 0.58 | 0.82 |
ETSY | 0.37 | 0.33 | 0.52 | 0.55 | 0.47 | 0.45 | 0.49 | 0.65 | 0.52 | 0.52 | 0.47 | 0.45 | 0.46 | 1.00 | 0.54 | 0.60 | 0.45 | 0.59 | 0.62 | 0.60 | 0.67 | 0.63 | 0.57 | 0.60 | 0.59 | 0.63 | 0.61 | 0.53 | 0.54 | 0.63 | 0.59 | 0.57 | 0.57 | 0.65 | 0.66 | 0.63 | 0.63 | 0.53 | 0.66 | 0.66 | 0.67 | 0.61 | 0.57 | 0.59 | 0.71 | 0.64 |
AMD | 0.36 | 0.44 | 0.48 | 0.42 | 0.46 | 0.54 | 0.53 | 0.49 | 0.48 | 0.49 | 0.57 | 0.60 | 0.61 | 0.54 | 1.00 | 0.52 | 0.64 | 0.52 | 0.52 | 0.55 | 0.54 | 0.55 | 0.60 | 0.53 | 0.55 | 0.56 | 0.56 | 0.59 | 0.83 | 0.57 | 0.56 | 0.62 | 0.65 | 0.56 | 0.58 | 0.55 | 0.56 | 0.67 | 0.60 | 0.61 | 0.61 | 0.61 | 0.68 | 0.78 | 0.65 | 0.77 |
SE | 0.43 | 0.39 | 0.52 | 0.53 | 0.53 | 0.47 | 0.53 | 0.57 | 0.52 | 0.52 | 0.49 | 0.46 | 0.49 | 0.60 | 0.52 | 1.00 | 0.48 | 0.60 | 0.65 | 0.61 | 0.68 | 0.65 | 0.54 | 0.64 | 0.61 | 0.65 | 0.62 | 0.58 | 0.55 | 0.63 | 0.63 | 0.55 | 0.54 | 0.63 | 0.64 | 0.61 | 0.70 | 0.54 | 0.69 | 0.63 | 0.70 | 0.64 | 0.58 | 0.61 | 0.75 | 0.65 |
MSFT | 0.35 | 0.56 | 0.38 | 0.36 | 0.44 | 0.48 | 0.44 | 0.41 | 0.56 | 0.53 | 0.62 | 0.76 | 0.78 | 0.45 | 0.64 | 0.48 | 1.00 | 0.53 | 0.45 | 0.53 | 0.44 | 0.52 | 0.70 | 0.49 | 0.60 | 0.55 | 0.55 | 0.69 | 0.70 | 0.57 | 0.58 | 0.74 | 0.77 | 0.58 | 0.59 | 0.65 | 0.53 | 0.80 | 0.55 | 0.59 | 0.56 | 0.71 | 0.78 | 0.88 | 0.58 | 0.85 |
CRWD | 0.37 | 0.35 | 0.47 | 0.51 | 0.45 | 0.46 | 0.48 | 0.51 | 0.68 | 0.50 | 0.44 | 0.47 | 0.48 | 0.59 | 0.52 | 0.60 | 0.53 | 1.00 | 0.60 | 0.65 | 0.62 | 0.60 | 0.57 | 0.63 | 0.74 | 0.60 | 0.72 | 0.62 | 0.59 | 0.71 | 0.60 | 0.58 | 0.59 | 0.82 | 0.73 | 0.69 | 0.72 | 0.52 | 0.65 | 0.66 | 0.63 | 0.70 | 0.56 | 0.64 | 0.71 | 0.64 |
ROKU | 0.45 | 0.36 | 0.55 | 0.60 | 0.55 | 0.51 | 0.54 | 0.60 | 0.50 | 0.54 | 0.55 | 0.47 | 0.50 | 0.62 | 0.52 | 0.65 | 0.45 | 0.60 | 1.00 | 0.58 | 0.70 | 0.68 | 0.55 | 0.71 | 0.58 | 0.64 | 0.65 | 0.53 | 0.53 | 0.62 | 0.67 | 0.53 | 0.52 | 0.62 | 0.63 | 0.60 | 0.74 | 0.54 | 0.71 | 0.71 | 0.70 | 0.58 | 0.58 | 0.59 | 0.82 | 0.65 |
SNOW | 0.33 | 0.33 | 0.57 | 0.55 | 0.47 | 0.51 | 0.55 | 0.56 | 0.56 | 0.52 | 0.47 | 0.47 | 0.49 | 0.60 | 0.55 | 0.61 | 0.53 | 0.65 | 0.58 | 1.00 | 0.65 | 0.63 | 0.61 | 0.63 | 0.77 | 0.60 | 0.68 | 0.61 | 0.59 | 0.68 | 0.59 | 0.60 | 0.59 | 0.72 | 0.74 | 0.67 | 0.68 | 0.54 | 0.67 | 0.66 | 0.63 | 0.67 | 0.58 | 0.64 | 0.72 | 0.66 |
FVRR | 0.42 | 0.35 | 0.58 | 0.57 | 0.53 | 0.50 | 0.55 | 0.61 | 0.51 | 0.51 | 0.50 | 0.42 | 0.46 | 0.67 | 0.54 | 0.68 | 0.44 | 0.62 | 0.70 | 0.65 | 1.00 | 0.68 | 0.52 | 0.70 | 0.61 | 0.63 | 0.65 | 0.55 | 0.56 | 0.68 | 0.67 | 0.56 | 0.56 | 0.67 | 0.67 | 0.64 | 0.73 | 0.52 | 0.68 | 0.70 | 0.70 | 0.63 | 0.57 | 0.59 | 0.78 | 0.63 |
ZM | 0.43 | 0.37 | 0.51 | 0.54 | 0.55 | 0.51 | 0.51 | 0.59 | 0.49 | 0.54 | 0.53 | 0.50 | 0.51 | 0.63 | 0.55 | 0.65 | 0.52 | 0.60 | 0.68 | 0.63 | 0.68 | 1.00 | 0.56 | 0.69 | 0.59 | 0.63 | 0.66 | 0.60 | 0.57 | 0.65 | 0.63 | 0.58 | 0.61 | 0.66 | 0.67 | 0.62 | 0.71 | 0.54 | 0.67 | 0.66 | 0.70 | 0.64 | 0.58 | 0.64 | 0.79 | 0.67 |
AMZN | 0.34 | 0.49 | 0.46 | 0.45 | 0.47 | 0.49 | 0.52 | 0.55 | 0.51 | 0.60 | 0.62 | 0.68 | 0.72 | 0.57 | 0.60 | 0.54 | 0.70 | 0.57 | 0.55 | 0.61 | 0.52 | 0.56 | 1.00 | 0.54 | 0.60 | 0.61 | 0.58 | 0.65 | 0.63 | 0.58 | 0.63 | 0.66 | 0.66 | 0.61 | 0.63 | 0.60 | 0.61 | 0.71 | 0.63 | 0.63 | 0.63 | 0.67 | 0.71 | 0.75 | 0.65 | 0.79 |
TDOC | 0.42 | 0.36 | 0.57 | 0.64 | 0.57 | 0.59 | 0.54 | 0.64 | 0.50 | 0.55 | 0.53 | 0.51 | 0.50 | 0.60 | 0.53 | 0.64 | 0.49 | 0.63 | 0.71 | 0.63 | 0.70 | 0.69 | 0.54 | 1.00 | 0.64 | 0.63 | 0.65 | 0.57 | 0.57 | 0.64 | 0.63 | 0.55 | 0.58 | 0.64 | 0.68 | 0.64 | 0.70 | 0.58 | 0.67 | 0.68 | 0.71 | 0.63 | 0.63 | 0.63 | 0.86 | 0.69 |
DDOG | 0.34 | 0.39 | 0.55 | 0.51 | 0.47 | 0.49 | 0.53 | 0.55 | 0.62 | 0.50 | 0.45 | 0.50 | 0.51 | 0.59 | 0.55 | 0.61 | 0.60 | 0.74 | 0.58 | 0.77 | 0.61 | 0.59 | 0.60 | 0.64 | 1.00 | 0.62 | 0.71 | 0.64 | 0.62 | 0.75 | 0.58 | 0.62 | 0.61 | 0.77 | 0.77 | 0.72 | 0.70 | 0.56 | 0.67 | 0.68 | 0.63 | 0.74 | 0.60 | 0.68 | 0.71 | 0.68 |
MELI | 0.44 | 0.47 | 0.52 | 0.53 | 0.55 | 0.52 | 0.55 | 0.55 | 0.55 | 0.55 | 0.56 | 0.54 | 0.54 | 0.63 | 0.56 | 0.65 | 0.55 | 0.60 | 0.64 | 0.60 | 0.63 | 0.63 | 0.61 | 0.63 | 0.62 | 1.00 | 0.63 | 0.60 | 0.61 | 0.64 | 0.64 | 0.59 | 0.59 | 0.63 | 0.63 | 0.65 | 0.68 | 0.65 | 0.67 | 0.68 | 0.71 | 0.67 | 0.68 | 0.69 | 0.74 | 0.72 |
OKTA | 0.43 | 0.38 | 0.49 | 0.54 | 0.51 | 0.47 | 0.50 | 0.55 | 0.61 | 0.55 | 0.49 | 0.47 | 0.50 | 0.61 | 0.56 | 0.62 | 0.55 | 0.72 | 0.65 | 0.68 | 0.65 | 0.66 | 0.58 | 0.65 | 0.71 | 0.63 | 1.00 | 0.66 | 0.60 | 0.72 | 0.64 | 0.62 | 0.64 | 0.73 | 0.69 | 0.68 | 0.74 | 0.54 | 0.69 | 0.65 | 0.68 | 0.71 | 0.57 | 0.65 | 0.74 | 0.66 |
CRM | 0.41 | 0.51 | 0.44 | 0.45 | 0.47 | 0.50 | 0.50 | 0.49 | 0.59 | 0.58 | 0.59 | 0.60 | 0.63 | 0.53 | 0.59 | 0.58 | 0.69 | 0.62 | 0.53 | 0.61 | 0.55 | 0.60 | 0.65 | 0.57 | 0.64 | 0.60 | 0.66 | 1.00 | 0.65 | 0.67 | 0.65 | 0.71 | 0.75 | 0.65 | 0.63 | 0.69 | 0.63 | 0.69 | 0.65 | 0.61 | 0.63 | 0.76 | 0.71 | 0.77 | 0.67 | 0.76 |
NVDA | 0.38 | 0.49 | 0.47 | 0.44 | 0.49 | 0.57 | 0.55 | 0.50 | 0.55 | 0.55 | 0.60 | 0.64 | 0.64 | 0.54 | 0.83 | 0.55 | 0.70 | 0.59 | 0.53 | 0.59 | 0.56 | 0.57 | 0.63 | 0.57 | 0.62 | 0.61 | 0.60 | 0.65 | 1.00 | 0.63 | 0.61 | 0.70 | 0.70 | 0.62 | 0.63 | 0.64 | 0.59 | 0.73 | 0.66 | 0.65 | 0.65 | 0.68 | 0.74 | 0.84 | 0.68 | 0.81 |
HUBS | 0.39 | 0.39 | 0.52 | 0.51 | 0.52 | 0.49 | 0.52 | 0.56 | 0.60 | 0.52 | 0.48 | 0.47 | 0.51 | 0.63 | 0.57 | 0.63 | 0.57 | 0.71 | 0.62 | 0.68 | 0.68 | 0.65 | 0.58 | 0.64 | 0.75 | 0.64 | 0.72 | 0.67 | 0.63 | 1.00 | 0.61 | 0.65 | 0.63 | 0.76 | 0.74 | 0.73 | 0.69 | 0.57 | 0.69 | 0.72 | 0.70 | 0.73 | 0.61 | 0.67 | 0.74 | 0.67 |
PYPL | 0.48 | 0.52 | 0.52 | 0.55 | 0.54 | 0.49 | 0.55 | 0.57 | 0.53 | 0.59 | 0.63 | 0.58 | 0.60 | 0.59 | 0.56 | 0.63 | 0.58 | 0.60 | 0.67 | 0.59 | 0.67 | 0.63 | 0.63 | 0.63 | 0.58 | 0.64 | 0.64 | 0.65 | 0.61 | 0.61 | 1.00 | 0.66 | 0.66 | 0.61 | 0.62 | 0.64 | 0.69 | 0.68 | 0.70 | 0.65 | 0.74 | 0.67 | 0.70 | 0.72 | 0.74 | 0.74 |
INTU | 0.38 | 0.58 | 0.46 | 0.46 | 0.50 | 0.51 | 0.50 | 0.49 | 0.58 | 0.60 | 0.59 | 0.65 | 0.69 | 0.57 | 0.62 | 0.55 | 0.74 | 0.58 | 0.53 | 0.60 | 0.56 | 0.58 | 0.66 | 0.55 | 0.62 | 0.59 | 0.62 | 0.71 | 0.70 | 0.65 | 0.66 | 1.00 | 0.78 | 0.67 | 0.62 | 0.72 | 0.60 | 0.76 | 0.62 | 0.64 | 0.64 | 0.74 | 0.76 | 0.82 | 0.65 | 0.80 |
ADBE | 0.39 | 0.55 | 0.43 | 0.45 | 0.49 | 0.52 | 0.47 | 0.48 | 0.56 | 0.60 | 0.66 | 0.69 | 0.71 | 0.57 | 0.65 | 0.54 | 0.77 | 0.59 | 0.52 | 0.59 | 0.56 | 0.61 | 0.66 | 0.58 | 0.61 | 0.59 | 0.64 | 0.75 | 0.70 | 0.63 | 0.66 | 0.78 | 1.00 | 0.64 | 0.64 | 0.70 | 0.63 | 0.76 | 0.62 | 0.64 | 0.64 | 0.78 | 0.76 | 0.84 | 0.67 | 0.82 |
ZS | 0.37 | 0.35 | 0.53 | 0.55 | 0.53 | 0.55 | 0.55 | 0.55 | 0.71 | 0.53 | 0.46 | 0.53 | 0.53 | 0.65 | 0.56 | 0.63 | 0.58 | 0.82 | 0.62 | 0.72 | 0.67 | 0.66 | 0.61 | 0.64 | 0.77 | 0.63 | 0.73 | 0.65 | 0.62 | 0.76 | 0.61 | 0.67 | 0.64 | 1.00 | 0.79 | 0.74 | 0.74 | 0.58 | 0.68 | 0.72 | 0.66 | 0.74 | 0.61 | 0.69 | 0.75 | 0.70 |
NET | 0.40 | 0.39 | 0.54 | 0.55 | 0.52 | 0.54 | 0.54 | 0.59 | 0.61 | 0.56 | 0.50 | 0.53 | 0.53 | 0.66 | 0.58 | 0.64 | 0.59 | 0.73 | 0.63 | 0.74 | 0.67 | 0.67 | 0.63 | 0.68 | 0.77 | 0.63 | 0.69 | 0.63 | 0.63 | 0.74 | 0.62 | 0.62 | 0.64 | 0.79 | 1.00 | 0.71 | 0.72 | 0.60 | 0.70 | 0.74 | 0.69 | 0.73 | 0.63 | 0.69 | 0.77 | 0.71 |
PAYC | 0.42 | 0.49 | 0.51 | 0.53 | 0.51 | 0.51 | 0.51 | 0.53 | 0.62 | 0.55 | 0.53 | 0.58 | 0.58 | 0.63 | 0.55 | 0.61 | 0.65 | 0.69 | 0.60 | 0.67 | 0.64 | 0.62 | 0.60 | 0.64 | 0.72 | 0.65 | 0.68 | 0.69 | 0.64 | 0.73 | 0.64 | 0.72 | 0.70 | 0.74 | 0.71 | 1.00 | 0.68 | 0.69 | 0.64 | 0.70 | 0.66 | 0.75 | 0.72 | 0.75 | 0.74 | 0.76 |
TWLO | 0.46 | 0.40 | 0.54 | 0.59 | 0.57 | 0.51 | 0.57 | 0.59 | 0.59 | 0.55 | 0.54 | 0.47 | 0.51 | 0.63 | 0.56 | 0.70 | 0.53 | 0.72 | 0.74 | 0.68 | 0.73 | 0.71 | 0.61 | 0.70 | 0.70 | 0.68 | 0.74 | 0.63 | 0.59 | 0.69 | 0.69 | 0.60 | 0.63 | 0.74 | 0.72 | 0.68 | 1.00 | 0.56 | 0.73 | 0.73 | 0.75 | 0.70 | 0.60 | 0.65 | 0.82 | 0.68 |
VOO | 0.37 | 0.71 | 0.49 | 0.47 | 0.55 | 0.58 | 0.54 | 0.54 | 0.56 | 0.58 | 0.68 | 0.80 | 0.78 | 0.53 | 0.67 | 0.54 | 0.80 | 0.52 | 0.54 | 0.54 | 0.52 | 0.54 | 0.71 | 0.58 | 0.56 | 0.65 | 0.54 | 0.69 | 0.73 | 0.57 | 0.68 | 0.76 | 0.76 | 0.58 | 0.60 | 0.69 | 0.56 | 1.00 | 0.61 | 0.63 | 0.65 | 0.69 | 0.99 | 0.92 | 0.68 | 0.94 |
SHOP | 0.45 | 0.44 | 0.56 | 0.59 | 0.55 | 0.54 | 0.57 | 0.64 | 0.59 | 0.60 | 0.56 | 0.53 | 0.55 | 0.66 | 0.60 | 0.69 | 0.55 | 0.65 | 0.71 | 0.67 | 0.68 | 0.67 | 0.63 | 0.67 | 0.67 | 0.67 | 0.69 | 0.65 | 0.66 | 0.69 | 0.70 | 0.62 | 0.62 | 0.68 | 0.70 | 0.64 | 0.73 | 0.61 | 1.00 | 0.74 | 0.74 | 0.67 | 0.64 | 0.69 | 0.80 | 0.72 |
TTD | 0.46 | 0.42 | 0.55 | 0.58 | 0.57 | 0.50 | 0.57 | 0.62 | 0.57 | 0.57 | 0.59 | 0.54 | 0.57 | 0.66 | 0.61 | 0.63 | 0.59 | 0.66 | 0.71 | 0.66 | 0.70 | 0.66 | 0.63 | 0.68 | 0.68 | 0.68 | 0.65 | 0.61 | 0.65 | 0.72 | 0.65 | 0.64 | 0.64 | 0.72 | 0.74 | 0.70 | 0.73 | 0.63 | 0.74 | 1.00 | 0.71 | 0.70 | 0.67 | 0.71 | 0.79 | 0.74 |
SQ | 0.51 | 0.46 | 0.59 | 0.59 | 0.61 | 0.55 | 0.58 | 0.61 | 0.54 | 0.57 | 0.57 | 0.54 | 0.57 | 0.67 | 0.61 | 0.70 | 0.56 | 0.63 | 0.70 | 0.63 | 0.70 | 0.70 | 0.63 | 0.71 | 0.63 | 0.71 | 0.68 | 0.63 | 0.65 | 0.70 | 0.74 | 0.64 | 0.64 | 0.66 | 0.69 | 0.66 | 0.75 | 0.65 | 0.74 | 0.71 | 1.00 | 0.67 | 0.69 | 0.71 | 0.83 | 0.74 |
NOW | 0.40 | 0.52 | 0.49 | 0.46 | 0.49 | 0.51 | 0.49 | 0.53 | 0.66 | 0.61 | 0.58 | 0.61 | 0.60 | 0.61 | 0.61 | 0.64 | 0.71 | 0.70 | 0.58 | 0.67 | 0.63 | 0.64 | 0.67 | 0.63 | 0.74 | 0.67 | 0.71 | 0.76 | 0.68 | 0.73 | 0.67 | 0.74 | 0.78 | 0.74 | 0.73 | 0.75 | 0.70 | 0.69 | 0.67 | 0.70 | 0.67 | 1.00 | 0.70 | 0.80 | 0.72 | 0.77 |
VTI | 0.40 | 0.69 | 0.53 | 0.52 | 0.59 | 0.60 | 0.57 | 0.58 | 0.58 | 0.58 | 0.68 | 0.78 | 0.76 | 0.57 | 0.68 | 0.58 | 0.78 | 0.56 | 0.58 | 0.58 | 0.57 | 0.58 | 0.71 | 0.63 | 0.60 | 0.68 | 0.57 | 0.71 | 0.74 | 0.61 | 0.70 | 0.76 | 0.76 | 0.61 | 0.63 | 0.72 | 0.60 | 0.99 | 0.64 | 0.67 | 0.69 | 0.70 | 1.00 | 0.92 | 0.73 | 0.95 |
VGT | 0.43 | 0.67 | 0.51 | 0.50 | 0.57 | 0.61 | 0.58 | 0.56 | 0.64 | 0.62 | 0.70 | 0.86 | 0.79 | 0.59 | 0.78 | 0.61 | 0.88 | 0.64 | 0.59 | 0.64 | 0.59 | 0.64 | 0.75 | 0.63 | 0.68 | 0.69 | 0.65 | 0.77 | 0.84 | 0.67 | 0.72 | 0.82 | 0.84 | 0.69 | 0.69 | 0.75 | 0.65 | 0.92 | 0.69 | 0.71 | 0.71 | 0.80 | 0.92 | 1.00 | 0.75 | 0.97 |
ARKK | 0.49 | 0.45 | 0.66 | 0.69 | 0.64 | 0.69 | 0.64 | 0.69 | 0.61 | 0.62 | 0.61 | 0.59 | 0.58 | 0.71 | 0.65 | 0.75 | 0.58 | 0.71 | 0.82 | 0.72 | 0.78 | 0.79 | 0.65 | 0.86 | 0.71 | 0.74 | 0.74 | 0.67 | 0.68 | 0.74 | 0.74 | 0.65 | 0.67 | 0.75 | 0.77 | 0.74 | 0.82 | 0.68 | 0.80 | 0.79 | 0.83 | 0.72 | 0.73 | 0.75 | 1.00 | 0.81 |
ONEQ | 0.44 | 0.64 | 0.56 | 0.56 | 0.61 | 0.67 | 0.61 | 0.61 | 0.63 | 0.65 | 0.74 | 0.84 | 0.82 | 0.64 | 0.77 | 0.65 | 0.85 | 0.64 | 0.65 | 0.66 | 0.63 | 0.67 | 0.79 | 0.69 | 0.68 | 0.72 | 0.66 | 0.76 | 0.81 | 0.67 | 0.74 | 0.80 | 0.82 | 0.70 | 0.71 | 0.76 | 0.68 | 0.94 | 0.72 | 0.74 | 0.74 | 0.77 | 0.95 | 0.97 | 0.81 | 1.00 |
Dividend yield
Solid Stocks granted a 0.21% dividend yield in the last twelve months.
TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Solid Stocks | 0.21% | 0.18% | 0.14% | 0.19% | 0.24% | 0.34% | 0.28% | 0.31% | 0.39% | 0.33% | 0.34% | 0.34% |
Portfolio components: | ||||||||||||
AAPL Apple Inc. | 0.79% | 0.70% | 0.49% | 0.62% | 1.06% | 1.86% | 1.53% | 2.06% | 2.11% | 1.86% | 2.39% | 1.16% |
ABNB Airbnb, 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% |
ADBE Adobe 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% |
AMD Advanced Micro Devices, 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% |
ARKK ARK Innovation ETF | 0.00% | 0.00% | 0.83% | 1.66% | 0.39% | 3.23% | 1.40% | 0.00% | 2.44% | 0.00% | 0.00% | 0.00% |
CRM salesforce.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% |
CRNC Cerence 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% |
CRWD CrowdStrike 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% |
DDOG Datadog, 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% |
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% |
FUBO fuboTV 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% |
FVRR Fiverr International Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GOOG Alphabet 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% |
HUBS HubSpot, 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% |
INTU Intuit Inc. | 1.05% | 0.73% | 0.38% | 0.43% | 0.76% | 0.86% | 0.93% | 1.14% | 1.16% | 0.96% | 1.00% | 1.14% |
MA Mastercard Inc | 0.83% | 0.57% | 0.49% | 0.45% | 0.45% | 0.54% | 0.60% | 0.76% | 0.69% | 0.54% | 0.27% | 0.23% |
MELI MercadoLibre, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.19% | 0.39% | 0.36% | 0.53% | 0.54% | 0.57% |
META Meta Platforms, 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% |
MSFT Microsoft Corporation | 1.17% | 1.06% | 0.69% | 0.96% | 1.24% | 1.78% | 1.98% | 2.58% | 2.61% | 2.85% | 3.07% | 3.79% |
NET | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NFLX | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NOW | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NVDA | 0.05% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.23% | 1.77% | 2.06% | 0.66% |
OKTA | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ONEQ | 0.98% | 0.98% | 0.55% | 0.73% | 1.68% | 1.12% | 0.89% | 1.18% | 1.11% | 1.29% | 0.91% | 1.57% |
PANW | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PAYC | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PYPL | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ROKU | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SE | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SHOP | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SNOW | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SQ | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TDOC | 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 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TTD | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TWLO | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TWTR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UPST | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT | 0.88% | 0.91% | 0.64% | 0.84% | 1.14% | 1.35% | 1.04% | 1.40% | 1.39% | 1.23% | 1.17% | 1.35% |
VOO | 1.93% | 1.70% | 1.27% | 1.60% | 1.99% | 2.22% | 1.95% | 2.25% | 2.40% | 2.16% | 2.18% | 2.64% |
VTI | 1.91% | 1.67% | 1.24% | 1.47% | 1.87% | 2.19% | 1.87% | 2.14% | 2.25% | 2.04% | 2.06% | 2.57% |
W | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ZM | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ZS | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Expense Ratio
The Solid Stocks has an expense ratio of 0.02% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
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 | Ulcer Index | |
---|---|---|---|---|---|
AAPL Apple Inc. | 0.81 | ||||
ABNB Airbnb, Inc. | -0.06 | ||||
ADBE Adobe Inc | 0.08 | ||||
AMD Advanced Micro Devices, Inc. | 0.67 | ||||
AMZN Amazon.com, Inc. | 0.28 | ||||
ARKK ARK Innovation ETF | -0.08 | ||||
CRM salesforce.com, inc. | 0.82 | ||||
CRNC Cerence Inc. | -0.10 | ||||
CRWD CrowdStrike Holdings, Inc. | 0.09 | ||||
DDOG Datadog, Inc. | 0.07 | ||||
ETSY Etsy, Inc. | 0.32 | ||||
FUBO fuboTV Inc. | -0.43 | ||||
FVRR Fiverr International Ltd. | -0.40 | ||||
GOOG Alphabet Inc. | 0.48 | ||||
HUBS HubSpot, Inc. | 0.83 | ||||
INTU Intuit Inc. | 0.21 | ||||
MA Mastercard Inc | 0.37 | ||||
MELI MercadoLibre, Inc. | 1.31 | ||||
META Meta Platforms, Inc. | 0.73 | ||||
MSFT Microsoft Corporation | 0.85 | ||||
NET | N/A | ||||
NFLX | N/A | ||||
NOW | N/A | ||||
NVDA | N/A | ||||
OKTA | N/A | ||||
ONEQ | N/A | ||||
PANW | N/A | ||||
PAYC | N/A | ||||
PYPL | N/A | ||||
ROKU | N/A | ||||
SE | N/A | ||||
SHOP | N/A | ||||
SNOW | N/A | ||||
SQ | N/A | ||||
TDOC | N/A | ||||
TSLA | N/A | ||||
TTD | N/A | ||||
TWLO | N/A | ||||
TWTR | N/A | ||||
UPST | N/A | ||||
VGT | N/A | ||||
VOO | N/A | ||||
VTI | N/A | ||||
W | N/A | ||||
ZM | N/A | ||||
ZS | N/A |
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 Solid Stocks. 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 Solid Stocks is 61.15%, recorded on Dec 28, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-61.15% | Nov 17, 2021 | 280 | Dec 28, 2022 | — | — | — |
-21.95% | Feb 16, 2021 | 15 | Mar 8, 2021 | 79 | Jun 29, 2021 | 94 |
-9.11% | Dec 23, 2020 | 9 | Jan 6, 2021 | 10 | Jan 21, 2021 | 19 |
-8.34% | Sep 24, 2021 | 7 | Oct 4, 2021 | 9 | Oct 15, 2021 | 16 |
-4.49% | Jan 25, 2021 | 5 | Jan 29, 2021 | 2 | Feb 2, 2021 | 7 |
Volatility Chart
The current Solid Stocks volatility is 8.19%, 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.