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Márkó Growth stock

Last updated Sep 23, 2023

Asset Allocation


WBD 12.5%SNAP 12.5%FSR 12.5%RIVN 12.5%PLTR 12.5%DBX 12.5%SBUX 12.5%NU 12.5%EquityEquity
PositionCategory/SectorWeight
WBD
Warner Bros. Discovery, Inc.
Communication Services12.5%
SNAP
Snap Inc.
Communication Services12.5%
FSR
Fisker Inc.
Consumer Cyclical12.5%
RIVN
Rivian Automotive, Inc.
Consumer Cyclical12.5%
PLTR
Palantir Technologies Inc.
Technology12.5%
DBX
Dropbox, Inc.
Technology12.5%
SBUX
Starbucks Corporation
Consumer Cyclical12.5%
NU
Nu Holdings Ltd.
Financial Services12.5%

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


-10.00%0.00%10.00%20.00%30.00%40.00%AprilMayJuneJulyAugustSeptember
19.02%
8.61%
Márkó Growth stock
Benchmark (^GSPC)
Portfolio components

Returns


1 month6 monthsYear-To-Date1 year5 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
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

Asset Correlations Table

The table below shows the correlation coefficients between the assets in the portfolio.

WBDSBUXNUFSRDBXRIVNSNAPPLTR
WBD1.000.420.370.410.440.410.400.46
SBUX0.421.000.430.390.530.480.510.51
NU0.370.431.000.500.490.480.510.55
FSR0.410.390.501.000.440.650.500.59
DBX0.440.530.490.441.000.490.580.64
RIVN0.410.480.480.650.491.000.540.62
SNAP0.400.510.510.500.580.541.000.64
PLTR0.460.510.550.590.640.620.641.00

Sharpe Ratio

The current Márkó Growth stock Sharpe ratio is 0.23. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

-1.000.001.002.003.004.000.23

The Sharpe ratio of Márkó Growth stock is in the bottom 25%, suggesting that this portfolio isn't performing as well in terms of risk-adjusted returns compared to many others. This could be due to lower returns, higher volatility, or both. It might be an indication that the portfolio needs fine-tuning.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00AprilMayJuneJulyAugustSeptember
0.23
0.81
Márkó Growth stock
Benchmark (^GSPC)
Portfolio components

Dividend yield

Márkó Growth stock granted a 0.28% dividend yield in the last twelve months.


TTM20222021202020192018201720162015201420132012
Márkó Growth stock0.28%0.26%0.21%0.21%0.23%0.28%0.26%0.22%0.16%0.20%0.17%0.20%
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.


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
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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AprilMayJuneJulyAugustSeptember
-46.35%
-9.93%
Márkó Growth stock
Benchmark (^GSPC)
Portfolio components

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, 2021263Dec 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.


2.00%4.00%6.00%8.00%10.00%AprilMayJuneJulyAugustSeptember
6.73%
3.41%
Márkó Growth stock
Benchmark (^GSPC)
Portfolio components