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
Performance Chart
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
The earliest data available for this chart is Oct 21, 2020, corresponding to the inception date of AMTR
Returns By Period
YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
---|---|---|---|---|---|---|
S&P 500 | 25.25% | 0.08% | 9.66% | 25.65% | 13.17% | 11.11% |
Rocket Growth | 32.27% | 1.76% | 12.36% | 32.99% | N/A | N/A |
Portfolio components: | ||||||
iShares Core S&P 500 UCITS ETF | 26.32% | -0.45% | 8.78% | 26.14% | 15.59% | 14.26% |
iShares MSCI World Information Technology Sector ESG UCITS ETF | 28.55% | -0.30% | 4.24% | 28.52% | 20.63% | N/A |
Amazon.com, Inc. | 48.12% | 14.17% | 21.28% | 46.70% | 20.32% | 30.80% |
Tesla, Inc. | 73.29% | 22.14% | 135.84% | 70.51% | 72.53% | 39.83% |
BlackRock, Inc. | 31.13% | 0.81% | 31.55% | 32.66% | 18.76% | 13.97% |
Evolve Innovation Index Fund | 9.56% | -2.48% | 5.65% | 10.99% | 11.58% | N/A |
Lyxor MSCI All Country World UCITS ETF | 17.83% | -0.92% | 5.78% | 19.30% | 19.93% | N/A |
Direxion Daily Technology Bull 3X Shares | 46.98% | 4.48% | 5.40% | 47.74% | 33.17% | 39.10% |
ETRACS Alerian Midstream Energy Total Return Index ETN | 44.69% | -5.16% | 25.73% | 44.51% | N/A | N/A |
Amundi ETF MSCI Europe Energy UCITS ETF | 9.49% | -3.97% | 4.22% | 11.19% | 9.64% | 9.24% |
Monthly Returns
The table below presents the monthly returns of Rocket Growth , 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 | 1.61% | 6.87% | 2.27% | -7.15% | 6.77% | 9.15% | -2.27% | 0.43% | 4.52% | -2.56% | 8.90% | 32.27% | |
2023 | 14.04% | -0.68% | 11.01% | -0.29% | 8.10% | 9.81% | 4.40% | -2.64% | -7.29% | -3.80% | 18.53% | 7.11% | 71.27% |
2022 | -7.92% | -4.55% | 4.09% | -14.05% | -1.15% | -11.98% | 15.85% | -8.07% | -15.69% | 8.40% | 7.23% | -10.84% | -36.34% |
2021 | 0.48% | 2.57% | 1.56% | 7.47% | -0.87% | 7.81% | 3.07% | 4.64% | -5.24% | 11.24% | 2.76% | 3.50% | 45.37% |
2020 | -8.36% | 20.03% | 8.76% | 19.63% |
Expense Ratio
Rocket Growth features an expense ratio of 0.44%, falling within the medium range. 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 Rocket Growth is 40, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
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 | |
---|---|---|---|---|---|
iShares Core S&P 500 UCITS ETF | 2.40 | 3.31 | 1.46 | 3.47 | 14.95 |
iShares MSCI World Information Technology Sector ESG UCITS ETF | 1.53 | 2.09 | 1.27 | 2.02 | 6.59 |
Amazon.com, Inc. | 1.85 | 2.48 | 1.33 | 2.29 | 8.58 |
Tesla, Inc. | 1.29 | 2.07 | 1.25 | 1.23 | 4.15 |
BlackRock, Inc. | 2.03 | 2.77 | 1.34 | 2.02 | 8.41 |
Evolve Innovation Index Fund | 0.68 | 1.00 | 1.13 | 0.41 | 2.98 |
Lyxor MSCI All Country World UCITS ETF | 1.79 | 2.51 | 1.33 | 2.54 | 11.02 |
Direxion Daily Technology Bull 3X Shares | 1.00 | 1.55 | 1.21 | 1.43 | 3.78 |
ETRACS Alerian Midstream Energy Total Return Index ETN | 3.20 | 4.52 | 1.62 | 8.13 | 25.37 |
Amundi ETF MSCI Europe Energy UCITS ETF | 0.89 | 1.31 | 1.16 | 1.38 | 3.62 |
Dividends
Dividend yield
Rocket Growth provided a 0.17% dividend yield over the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | 0.17% | 0.19% | 0.24% | 0.19% | 0.28% | 0.14% | 0.18% | 0.06% | 0.05% | 0.05% | 0.04% | 0.04% |
Portfolio components: | ||||||||||||
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% |
iShares MSCI World Information Technology Sector ESG UCITS ETF | 0.38% | 0.46% | 0.81% | 0.41% | 0.73% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
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% |
BlackRock, Inc. | 1.96% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.06% | 1.95% | 2.41% | 2.56% | 2.16% | 2.12% |
Evolve Innovation Index Fund | 0.05% | 0.06% | 0.08% | 0.08% | 0.06% | 0.09% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Direxion Daily Technology Bull 3X Shares | 0.27% | 0.28% | 0.22% | 0.32% | 0.52% | 0.25% | 0.47% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
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% |
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 Rocket Growth . 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 Rocket Growth was 41.54%, occurring on Oct 12, 2022. Recovery took 286 trading sessions.
The current Rocket Growth drawdown is 3.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-41.54% | Dec 28, 2021 | 206 | Oct 12, 2022 | 286 | Nov 20, 2023 | 492 |
-18.82% | Jul 11, 2024 | 18 | Aug 5, 2024 | 68 | Nov 7, 2024 | 86 |
-10.77% | Mar 22, 2024 | 20 | Apr 19, 2024 | 18 | May 15, 2024 | 38 |
-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 |
Volatility
Volatility Chart
The current Rocket Growth volatility is 6.12%, 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
ANRJ.L | AMTR | TSLA | AMZN | ACWL.L | BLK | WITS.AS | TECL | EDGE.TO | CSPX.AS | |
---|---|---|---|---|---|---|---|---|---|---|
ANRJ.L | 1.00 | 0.55 | 0.16 | 0.09 | 0.34 | 0.32 | 0.29 | 0.19 | 0.36 | 0.40 |
AMTR | 0.55 | 1.00 | 0.21 | 0.20 | 0.28 | 0.46 | 0.19 | 0.30 | 0.42 | 0.35 |
TSLA | 0.16 | 0.21 | 1.00 | 0.44 | 0.27 | 0.37 | 0.37 | 0.53 | 0.50 | 0.40 |
AMZN | 0.09 | 0.20 | 0.44 | 1.00 | 0.33 | 0.45 | 0.44 | 0.70 | 0.49 | 0.42 |
ACWL.L | 0.34 | 0.28 | 0.27 | 0.33 | 1.00 | 0.41 | 0.53 | 0.44 | 0.45 | 0.62 |
BLK | 0.32 | 0.46 | 0.37 | 0.45 | 0.41 | 1.00 | 0.42 | 0.60 | 0.57 | 0.53 |
WITS.AS | 0.29 | 0.19 | 0.37 | 0.44 | 0.53 | 0.42 | 1.00 | 0.62 | 0.57 | 0.83 |
TECL | 0.19 | 0.30 | 0.53 | 0.70 | 0.44 | 0.60 | 0.62 | 1.00 | 0.66 | 0.57 |
EDGE.TO | 0.36 | 0.42 | 0.50 | 0.49 | 0.45 | 0.57 | 0.57 | 0.66 | 1.00 | 0.62 |
CSPX.AS | 0.40 | 0.35 | 0.40 | 0.42 | 0.62 | 0.53 | 0.83 | 0.57 | 0.62 | 1.00 |