wealthyinvestor
Asset Allocation
Performance
The chart shows the growth of an initial investment of $10,000 in wealthyinvestor, 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 | 0.33% | 11.48% | 14.66% | 16.16% | 10.57% | N/A |
wealthyinvestor | -2.32% | 11.05% | 16.91% | 14.42% | 9.10% | N/A |
Portfolio components: | ||||||
PCT PureCycle Technologies, Inc. | -29.10% | 4.91% | -8.28% | -30.42% | -14.48% | N/A |
OSTK Overstock.com, Inc. | -24.96% | -7.95% | -7.28% | -28.43% | -24.08% | N/A |
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | -1.88% | 2.81% | 22.32% | 32.09% | 0.59% | N/A |
QQQ Invesco QQQ | 0.46% | 18.02% | 37.50% | 29.43% | 11.85% | N/A |
ROBO ROBO Global Robotics & Automation Index ETF | -2.22% | -2.53% | 10.45% | 17.34% | 4.48% | N/A |
UUP Invesco DB US Dollar Index Bullish Fund | 2.08% | 5.67% | 5.86% | -0.37% | 4.24% | N/A |
SPY SPDR S&P 500 ETF | 0.46% | 12.37% | 15.97% | 18.06% | 12.24% | N/A |
Returns over 1 year are annualized |
Asset Correlations Table
PCT | UUP | OSTK | QQQ | SPY | BOTZ | ROBO | |
---|---|---|---|---|---|---|---|
PCT | 1.00 | -0.15 | 0.35 | 0.36 | 0.35 | 0.39 | 0.41 |
UUP | -0.15 | 1.00 | -0.24 | -0.34 | -0.37 | -0.45 | -0.47 |
OSTK | 0.35 | -0.24 | 1.00 | 0.50 | 0.48 | 0.53 | 0.53 |
QQQ | 0.36 | -0.34 | 0.50 | 1.00 | 0.92 | 0.83 | 0.84 |
SPY | 0.35 | -0.37 | 0.48 | 0.92 | 1.00 | 0.83 | 0.86 |
BOTZ | 0.39 | -0.45 | 0.53 | 0.83 | 0.83 | 1.00 | 0.95 |
ROBO | 0.41 | -0.47 | 0.53 | 0.84 | 0.86 | 0.95 | 1.00 |
Dividend yield
wealthyinvestor granted a 1.00% dividend yield in the last twelve months.
TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
wealthyinvestor | 1.00% | 1.14% | 0.76% | 0.98% | 1.40% | 1.56% | 1.23% | 1.43% | 1.47% | 1.44% | 1.36% | 1.67% |
Portfolio components: | ||||||||||||
PCT PureCycle 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% |
OSTK Overstock.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% |
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | 0.21% | 0.23% | 0.17% | 0.19% | 0.84% | 1.47% | 0.01% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.59% | 0.81% | 0.43% | 0.56% | 0.76% | 0.94% | 0.87% | 1.11% | 1.05% | 1.51% | 1.10% | 1.39% |
ROBO ROBO Global Robotics & Automation Index ETF | 0.00% | 0.00% | 0.18% | 0.20% | 0.37% | 0.37% | 0.02% | 0.19% | 0.29% | 0.29% | 0.00% | 0.00% |
UUP Invesco DB US Dollar Index Bullish Fund | 0.84% | 0.89% | 0.00% | 0.00% | 2.04% | 1.12% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.48% | 1.67% | 1.24% | 1.58% | 1.85% | 2.21% | 1.98% | 2.28% | 2.37% | 2.18% | 2.17% | 2.65% |
Expense Ratio
The wealthyinvestor has a high expense ratio of 0.24%, indicating higher-than-average management fees. 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 | |
---|---|---|---|---|---|
PCT PureCycle Technologies, Inc. | -0.44 | ||||
OSTK Overstock.com, Inc. | -0.46 | ||||
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | 1.12 | ||||
QQQ Invesco QQQ | 1.14 | ||||
ROBO ROBO Global Robotics & Automation Index ETF | 0.62 | ||||
UUP Invesco DB US Dollar Index Bullish Fund | 0.12 | ||||
SPY SPDR S&P 500 ETF | 0.84 |
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 wealthyinvestor. 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 wealthyinvestor is 28.76%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-28.76% | Nov 19, 2021 | 227 | Oct 14, 2022 | — | — | — |
-10.95% | Feb 16, 2021 | 13 | Mar 4, 2021 | 66 | Jun 8, 2021 | 79 |
-8.79% | Aug 27, 2020 | 19 | Sep 23, 2020 | 44 | Nov 24, 2020 | 63 |
-5.53% | Sep 7, 2021 | 20 | Oct 4, 2021 | 12 | Oct 20, 2021 | 32 |
-4.06% | Jan 27, 2021 | 3 | Jan 29, 2021 | 3 | Feb 3, 2021 | 6 |
Volatility Chart
The current wealthyinvestor volatility is 4.02%, 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.