Márkó Growth stock
Asset Allocation
Position | Category/Sector | Weight |
---|---|---|
WBD Warner Bros. Discovery, Inc. | Communication Services | 12.5% |
SNAP Snap Inc. | Communication Services | 12.5% |
FSR Fisker Inc. | Consumer Cyclical | 12.5% |
RIVN Rivian Automotive, Inc. | Consumer Cyclical | 12.5% |
PLTR Palantir Technologies Inc. | Technology | 12.5% |
DBX Dropbox, Inc. | Technology | 12.5% |
SBUX Starbucks Corporation | Consumer Cyclical | 12.5% |
NU Nu Holdings Ltd. | Financial Services | 12.5% |
Performance
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
Returns
1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
Benchmark | -1.29% | 8.79% | 12.52% | 16.97% | -4.26% | N/A |
Márkó Growth stock | -2.47% | 20.42% | 28.55% | 14.31% | -29.10% | N/A |
Portfolio components: | ||||||
WBD Warner Bros. Discovery, Inc. | -12.60% | -20.71% | 17.09% | -5.85% | -34.55% | N/A |
SNAP Snap Inc. | -7.26% | -24.83% | -2.91% | -15.79% | -63.59% | N/A |
FSR Fisker Inc. | -3.10% | -1.75% | -22.56% | -29.54% | -47.76% | N/A |
RIVN Rivian Automotive, Inc. | 4.84% | 51.17% | 11.72% | -38.65% | -62.07% | N/A |
PLTR Palantir Technologies Inc. | -0.07% | 72.32% | 120.09% | 90.95% | -15.87% | N/A |
DBX Dropbox, Inc. | -0.15% | 27.08% | 20.15% | 33.71% | 6.41% | N/A |
SBUX Starbucks Corporation | -1.21% | -3.75% | -4.11% | 13.66% | -9.08% | N/A |
NU Nu Holdings Ltd. | -3.11% | 64.27% | 68.30% | 45.13% | -20.63% | N/A |
Returns over 1 year are annualized |
Asset Correlations Table
WBD | SBUX | NU | FSR | DBX | RIVN | SNAP | PLTR | |
---|---|---|---|---|---|---|---|---|
WBD | 1.00 | 0.42 | 0.37 | 0.41 | 0.44 | 0.41 | 0.40 | 0.46 |
SBUX | 0.42 | 1.00 | 0.43 | 0.39 | 0.53 | 0.48 | 0.51 | 0.51 |
NU | 0.37 | 0.43 | 1.00 | 0.50 | 0.49 | 0.48 | 0.51 | 0.55 |
FSR | 0.41 | 0.39 | 0.50 | 1.00 | 0.44 | 0.65 | 0.50 | 0.59 |
DBX | 0.44 | 0.53 | 0.49 | 0.44 | 1.00 | 0.49 | 0.58 | 0.64 |
RIVN | 0.41 | 0.48 | 0.48 | 0.65 | 0.49 | 1.00 | 0.54 | 0.62 |
SNAP | 0.40 | 0.51 | 0.51 | 0.50 | 0.58 | 0.54 | 1.00 | 0.64 |
PLTR | 0.46 | 0.51 | 0.55 | 0.59 | 0.64 | 0.62 | 0.64 | 1.00 |
Dividend yield
Márkó Growth stock granted a 0.28% dividend yield in the last twelve months.
TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Márkó Growth stock | 0.28% | 0.26% | 0.21% | 0.21% | 0.23% | 0.28% | 0.26% | 0.22% | 0.16% | 0.20% | 0.17% | 0.20% |
Portfolio components: | ||||||||||||
WBD 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 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% |
FSR 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% |
RIVN 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% |
PLTR 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% |
DBX 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% |
SBUX Starbucks Corporation | 2.26% | 2.05% | 1.65% | 1.66% | 1.83% | 2.25% | 2.06% | 1.75% | 1.32% | 1.58% | 1.36% | 1.63% |
NU 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% |
Expense Ratio
The 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
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 | |
---|---|---|---|---|---|
WBD Warner Bros. Discovery, Inc. | -0.29 | ||||
SNAP Snap Inc. | -0.29 | ||||
FSR Fisker Inc. | -0.39 | ||||
RIVN Rivian Automotive, Inc. | -0.57 | ||||
PLTR Palantir Technologies Inc. | 1.23 | ||||
DBX Dropbox, Inc. | 0.89 | ||||
SBUX Starbucks Corporation | 0.21 | ||||
NU Nu Holdings Ltd. | 0.59 |
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 Márkó Growth stock. 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 Márkó Growth stock is 59.94%, recorded on Dec 28, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-59.94% | Dec 13, 2021 | 263 | Dec 28, 2022 | — | — | — |
Volatility Chart
The current Márkó Growth stock volatility is 6.73%, 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.