Márkó Growth stock
Asset Allocation
Position | Category/Sector | Weight |
---|---|---|
Dropbox, Inc. | Technology | 12.50% |
Fisker Inc. | Consumer Cyclical | 12.50% |
Nu Holdings Ltd. | Financial Services | 12.50% |
Palantir Technologies Inc. | Technology | 12.50% |
Rivian Automotive, Inc. | Consumer Cyclical | 12.50% |
Starbucks Corporation | Consumer Cyclical | 12.50% |
Snap Inc. | Communication Services | 12.50% |
Warner Bros. Discovery, Inc. | Communication Services | 12.50% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Márkó Growth stock, 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
The earliest data available for this chart is Dec 9, 2021, corresponding to the inception date of NU
Returns By Period
Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
S&P 500 | 22.95% | 4.39% | 18.07% | 37.09% | 14.48% | 11.71% |
Márkó Growth stock | -8.95% | 0.53% | 22.15% | 3.30% | N/A | N/A |
Portfolio components: | ||||||
Warner Bros. Discovery, Inc. | -31.28% | -5.10% | -7.67% | -24.30% | -22.39% | -14.24% |
Snap Inc. | -38.04% | 4.38% | -5.83% | 11.12% | -4.96% | N/A |
Fisker Inc. | -98.82% | 0.00% | 0.00% | -99.62% | N/A | N/A |
Rivian Automotive, Inc. | -57.20% | -14.26% | 14.22% | -39.95% | N/A | N/A |
Palantir Technologies Inc. | 150.26% | 15.51% | 104.91% | 166.73% | N/A | N/A |
Dropbox, Inc. | -10.21% | 7.17% | 13.56% | -0.82% | 7.54% | N/A |
Starbucks Corporation | 2.86% | 0.82% | 11.32% | 5.42% | 4.59% | 12.12% |
Nu Holdings Ltd. | 73.47% | -1.23% | 36.19% | 76.87% | N/A | N/A |
Monthly Returns
The table below presents the monthly returns of Márkó Growth stock, 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -14.05% | -0.53% | -6.64% | -3.06% | 3.21% | 6.23% | 3.05% | 2.02% | 1.12% | -8.95% | |||
2023 | 17.81% | -1.80% | -2.14% | -5.19% | 15.84% | 8.58% | 13.87% | -9.84% | -1.00% | -7.09% | 7.13% | 9.45% | 49.49% |
2022 | -16.90% | -0.14% | -3.22% | -22.54% | -11.84% | -9.00% | 9.94% | -4.16% | -5.99% | 7.23% | -2.94% | -13.27% | -55.37% |
2021 | -5.43% | -5.43% |
Expense Ratio
Márkó Growth stock has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Márkó Growth stock is 1, indicating that it is in the bottom 1% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 | |
---|---|---|---|---|---|
Warner Bros. Discovery, Inc. | -0.51 | -0.45 | 0.94 | -0.33 | -0.86 |
Snap Inc. | 0.14 | 0.65 | 1.12 | 0.11 | 0.34 |
Fisker Inc. | -0.80 | -3.74 | 0.31 | -1.00 | -1.11 |
Rivian Automotive, Inc. | -0.61 | -0.61 | 0.93 | -0.48 | -1.02 |
Palantir Technologies Inc. | 2.41 | 3.37 | 1.43 | 5.65 | 12.31 |
Dropbox, Inc. | -0.12 | 0.06 | 1.01 | -0.11 | -0.17 |
Starbucks Corporation | 0.16 | 0.58 | 1.08 | 0.17 | 0.34 |
Nu Holdings Ltd. | 2.37 | 3.01 | 1.37 | 2.59 | 14.26 |
Dividends
Dividend yield
Márkó Growth stock granted a 0.29% dividend yield in the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Márkó Growth stock | 0.29% | 0.28% | 0.25% | 0.20% | 0.20% | 0.21% | 0.26% | 0.23% | 0.19% | 0.11% | 0.00% | 0.00% |
Portfolio components: | ||||||||||||
Warner Bros. Discovery, 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% |
Snap 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% |
Fisker 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% |
Rivian Automotive, 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% |
Palantir Technologies 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% |
Dropbox, 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% |
Starbucks Corporation | 2.35% | 2.25% | 2.02% | 1.57% | 1.57% | 1.69% | 2.05% | 1.83% | 1.53% | 0.87% | 0.00% | 0.00% |
Nu Holdings 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% |
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 Márkó Growth stock. 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 Márkó Growth stock was 59.94%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Márkó Growth stock drawdown is 43.68%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-59.94% | Dec 13, 2021 | 263 | Dec 28, 2022 | — | — | — |
Volatility
Volatility Chart
The current Márkó Growth stock volatility is 4.04%, 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
Asset Correlations Table
SBUX | WBD | FSR | NU | DBX | SNAP | RIVN | PLTR | |
---|---|---|---|---|---|---|---|---|
SBUX | 1.00 | 0.36 | 0.26 | 0.34 | 0.36 | 0.40 | 0.39 | 0.38 |
WBD | 0.36 | 1.00 | 0.33 | 0.34 | 0.37 | 0.36 | 0.39 | 0.39 |
FSR | 0.26 | 0.33 | 1.00 | 0.36 | 0.32 | 0.39 | 0.54 | 0.49 |
NU | 0.34 | 0.34 | 0.36 | 1.00 | 0.41 | 0.46 | 0.40 | 0.51 |
DBX | 0.36 | 0.37 | 0.32 | 0.41 | 1.00 | 0.48 | 0.40 | 0.54 |
SNAP | 0.40 | 0.36 | 0.39 | 0.46 | 0.48 | 1.00 | 0.50 | 0.56 |
RIVN | 0.39 | 0.39 | 0.54 | 0.40 | 0.40 | 0.50 | 1.00 | 0.56 |
PLTR | 0.38 | 0.39 | 0.49 | 0.51 | 0.54 | 0.56 | 0.56 | 1.00 |