Rocket Growth
Working on building a hyper growth portfolio. This is designed to build wealth very quickly with a great degree of risk involved in order to get wealthy by middle-late middle age starting to invest in early twenties. Reliably yield £100,000 of a multi million pound portfolio for the investor.
Asset Allocation
Performance
The chart shows the growth of an initial investment of $10,000 in Rocket Growth , 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% | 8.64% | N/A |
Rocket Growth | 0.97% | 21.48% | 44.67% | 36.90% | 17.05% | N/A |
Portfolio components: | ||||||
CSPX.AS iShares Core S&P 500 UCITS ETF | 0.71% | 12.15% | 17.04% | 16.33% | 10.15% | N/A |
WITS.AS iShares MSCI World Information Technology Sector ESG UCITS ETF | -0.08% | 19.01% | 39.28% | 37.13% | 10.08% | N/A |
AMZN Amazon.com, Inc. | 0.77% | 37.06% | 61.06% | 14.13% | -5.30% | N/A |
TSLA Tesla, Inc. | 12.61% | 36.61% | 113.18% | -12.70% | 23.14% | N/A |
BLK BlackRock, Inc. | 3.39% | 6.40% | -1.43% | 15.66% | 5.07% | N/A |
EDGE.TO Evolve Innovation Index Fund | 2.01% | 8.29% | 16.28% | 7.88% | -0.66% | N/A |
ACWL.L Lyxor MSCI All Country World UCITS ETF | 1.25% | 8.79% | 12.97% | 16.60% | 6.61% | N/A |
TECL Direxion Daily Technology Bull 3X Shares | -3.64% | 35.90% | 106.62% | 74.60% | 12.76% | N/A |
AMTR ETRACS Alerian Midstream Energy Total Return Index ETN | 1.83% | 14.09% | 8.21% | 7.98% | 27.26% | N/A |
ANRJ.L Amundi ETF MSCI Europe Energy UCITS ETF | 6.48% | 14.53% | 10.82% | 29.86% | 35.02% | N/A |
Returns over 1 year are annualized |
Asset Correlations Table
ANRJ.L | ACWL.L | AMTR | TSLA | AMZN | WITS.AS | BLK | CSPX.AS | EDGE.TO | TECL | |
---|---|---|---|---|---|---|---|---|---|---|
ANRJ.L | 1.00 | 0.25 | 0.62 | 0.15 | 0.07 | 0.28 | 0.30 | 0.40 | 0.33 | 0.18 |
ACWL.L | 0.25 | 1.00 | 0.25 | 0.27 | 0.31 | 0.45 | 0.36 | 0.52 | 0.37 | 0.41 |
AMTR | 0.62 | 0.25 | 1.00 | 0.23 | 0.24 | 0.23 | 0.49 | 0.38 | 0.46 | 0.36 |
TSLA | 0.15 | 0.27 | 0.23 | 1.00 | 0.49 | 0.41 | 0.41 | 0.42 | 0.55 | 0.58 |
AMZN | 0.07 | 0.31 | 0.24 | 0.49 | 1.00 | 0.43 | 0.51 | 0.41 | 0.54 | 0.73 |
WITS.AS | 0.28 | 0.45 | 0.23 | 0.41 | 0.43 | 1.00 | 0.47 | 0.84 | 0.60 | 0.61 |
BLK | 0.30 | 0.36 | 0.49 | 0.41 | 0.51 | 0.47 | 1.00 | 0.56 | 0.62 | 0.67 |
CSPX.AS | 0.40 | 0.52 | 0.38 | 0.42 | 0.41 | 0.84 | 0.56 | 1.00 | 0.63 | 0.58 |
EDGE.TO | 0.33 | 0.37 | 0.46 | 0.55 | 0.54 | 0.60 | 0.62 | 0.63 | 1.00 | 0.71 |
TECL | 0.18 | 0.41 | 0.36 | 0.58 | 0.73 | 0.61 | 0.67 | 0.58 | 0.71 | 1.00 |
Dividend yield
Rocket Growth granted a 0.24% dividend yield in the last twelve months.
TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Rocket Growth | 0.24% | 0.25% | 0.19% | 0.29% | 0.15% | 0.19% | 0.07% | 0.06% | 0.06% | 0.05% | 0.05% | 0.08% |
Portfolio components: | ||||||||||||
CSPX.AS iShares Core S&P 500 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WITS.AS iShares MSCI World Information Technology Sector ESG UCITS ETF | 0.56% | 0.82% | 0.42% | 0.74% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMZN Amazon.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% |
TSLA Tesla, 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% |
BLK BlackRock, Inc. | 2.91% | 2.82% | 1.90% | 2.16% | 2.89% | 3.47% | 2.26% | 2.86% | 3.12% | 2.70% | 2.72% | 3.81% |
EDGE.TO Evolve Innovation Index Fund | 0.07% | 0.08% | 0.08% | 0.06% | 0.09% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ACWL.L Lyxor MSCI All Country World UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TECL Direxion Daily Technology Bull 3X Shares | 0.36% | 0.22% | 0.33% | 0.52% | 0.26% | 0.48% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMTR ETRACS Alerian Midstream Energy Total Return Index ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ANRJ.L Amundi ETF MSCI Europe Energy UCITS ETF | 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 Rocket Growth has a high expense ratio of 0.44%, 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 | |
---|---|---|---|---|---|
CSPX.AS iShares Core S&P 500 UCITS ETF | 0.75 | ||||
WITS.AS iShares MSCI World Information Technology Sector ESG UCITS ETF | 1.80 | ||||
AMZN Amazon.com, Inc. | 0.22 | ||||
TSLA Tesla, Inc. | -0.25 | ||||
BLK BlackRock, Inc. | 0.38 | ||||
EDGE.TO Evolve Innovation Index Fund | 0.29 | ||||
ACWL.L Lyxor MSCI All Country World UCITS ETF | 0.55 | ||||
TECL Direxion Daily Technology Bull 3X Shares | 0.86 | ||||
AMTR ETRACS Alerian Midstream Energy Total Return Index ETN | 0.29 | ||||
ANRJ.L Amundi ETF MSCI Europe Energy UCITS ETF | 0.85 |
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 Rocket Growth . 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 Rocket Growth is 41.54%, recorded on Oct 12, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-41.54% | Dec 28, 2021 | 206 | Oct 12, 2022 | — | — | — |
-10.51% | Feb 16, 2021 | 15 | Mar 8, 2021 | 22 | Apr 8, 2021 | 37 |
-8.88% | Apr 27, 2021 | 12 | May 12, 2021 | 22 | Jun 11, 2021 | 34 |
-8.36% | Oct 22, 2020 | 7 | Oct 30, 2020 | 4 | Nov 5, 2020 | 11 |
-7.35% | Sep 7, 2021 | 20 | Oct 4, 2021 | 10 | Oct 18, 2021 | 30 |
Volatility Chart
The current Rocket Growth volatility is 5.72%, 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.