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KIPLING

Last updated Feb 21, 2024

Asset Allocation


MSFT 100%EquityEquity
PositionCategory/SectorWeight
MSFT
Microsoft Corporation
Technology

100%

Transactions


DateTypeSymbolQuantityPrice
Jan 30, 2024BuyMicrosoft Corporation2$401.35

1–1 of 1

Performance

The chart shows the growth of an initial investment of $10,000 in KIPLING , 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


-2.00%-1.00%0.00%1.00%2.00%3.00%4.00%5.00%FebruarySat 03Mon 05Wed 07Fri 09Feb 11Tue 13Thu 15Sat 17Mon 19
0.36%
0.97%
KIPLING
Benchmark (^GSPC)
Portfolio components

Returns


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
N/AN/AN/AN/AN/AN/A
KIPLING N/AN/AN/AN/AN/AN/A
MSFT
Microsoft Corporation
7.31%1.22%25.40%57.36%31.15%28.82%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.94%

Sharpe Ratio


Chart placeholderNot enough data

Expense Ratio

Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
MSFT
Microsoft Corporation
2.40

Drawdowns Chart

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


-4.00%-3.00%-2.00%-1.00%0.00%FebruarySat 03Mon 05Wed 07Fri 09Feb 11Tue 13Thu 15Sat 17Mon 19
-4.22%
-1.08%
KIPLING
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the KIPLING . 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 KIPLING was 4.22%, occurring on Feb 20, 2024. The portfolio has not yet recovered.

The current KIPLING drawdown is 4.22%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-4.22%Feb 12, 20246Feb 20, 2024
-2.69%Jan 31, 20241Jan 31, 20242Feb 2, 20243
-1.39%Feb 5, 20242Feb 6, 20241Feb 7, 20243

Volatility Chart

The chart below shows the rolling one-month volatility.


KIPLING
Benchmark (^GSPC)
Portfolio components
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