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My Portfolio
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My Portfolio

Currency in USD · Last updated May 11, 2025

Asset Allocation

NVDA 23.67%AAPL 17%AMZN 16%QQQ 14.33%XLK 13%GOOGL 10%TSLA 3%MRVL 3%EquityEquity
PositionCategory/SectorTarget Weight
AAPL
Apple Inc		Technology
17%
AMZN
Amazon.com, Inc.		Consumer Cyclical
16%
GOOGL
Alphabet Inc Class A		Communication Services
10%
MRVL
Marvell Technology Group Ltd.		Technology
3%
NVDA
NVIDIA Corporation		Technology
23.67%
QQQ
Invesco QQQ		Large Cap Blend Equities
14.33%
TSLA
Tesla, Inc.		Consumer Cyclical
3%
XLK
Technology Select Sector SPDR Fund		Technology Equities
13%

Performance

Performance Chart

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The earliest data available for this chart is Jun 29, 2010, corresponding to the inception date of TSLA

Returns By Period

As of May 11, 2025, the My Portfolio returned -13.98% Year-To-Date and 35.48% of annualized return in the last 10 years.

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		-3.77%5.53%-5.60%8.37%14.61%10.35%
My PortfolioN/AN/AN/AN/AN/AN/A
Portfolio components:
AAPL
Apple Inc		-20.63%0.19%-12.43%8.82%21.32%21.31%
NVDA
NVIDIA Corporation		-13.13%5.16%-20.97%29.82%72.26%72.36%
AMZN
Amazon.com, Inc.		-12.00%4.43%-7.26%2.98%10.42%24.57%
QQQ
Invesco QQQ		-4.41%7.39%-4.80%11.06%17.86%17.08%
XLK
Technology Select Sector SPDR Fund		N/AN/AN/AN/AN/AN/A
GOOGL
Alphabet Inc Class A		-19.22%-2.79%-14.16%-8.99%17.50%18.84%
TSLA
Tesla, Inc.		-26.14%18.21%-7.15%77.04%40.96%33.88%
MRVL
Marvell Technology Group Ltd.		N/AN/AN/AN/AN/AN/A
*Annualized

Monthly Returns

The table below presents the monthly returns of My Portfolio, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.71%0.71%

Expense Ratio

My Portfolio has an expense ratio of 0.05%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

QQQ
Invesco QQQ
XLK
Technology Select Sector SPDR Fund

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of My Portfolio is 26, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of My Portfolio is 2626
Overall Rank
The Sharpe Ratio Rank of My Portfolio is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of My Portfolio is 2828
Sortino Ratio Rank
The Omega Ratio Rank of My Portfolio is 2626
Omega Ratio Rank
The Calmar Ratio Rank of My Portfolio is 2828
Calmar Ratio Rank
The Martin Ratio Rank of My Portfolio is 2121
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
AAPL
Apple Inc		0.270.621.090.270.92
NVDA
NVIDIA Corporation		0.531.051.130.781.94
AMZN
Amazon.com, Inc.		0.060.331.040.070.20
QQQ
Invesco QQQ		0.450.811.110.511.65
XLK
Technology Select Sector SPDR Fund		—————
GOOGL
Alphabet Inc Class A		-0.32-0.270.97-0.35-0.77
TSLA
Tesla, Inc.		1.031.741.211.152.83
MRVL
Marvell Technology Group Ltd.		—————

There isn't enough data available to calculate the Sharpe ratio for My Portfolio. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

My Portfolio provided a 0.34% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio0.34%0.18%0.18%0.26%0.16%0.21%0.35%0.54%0.44%0.59%0.75%0.89%
Portfolio components:
AAPL
Apple Inc		0.51%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%
NVDA
NVIDIA Corporation		0.03%0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%
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%
QQQ
Invesco QQQ		0.61%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%1.41%
XLK
Technology Select Sector SPDR Fund		0.72%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
GOOGL
Alphabet Inc Class A		0.52%0.32%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%
MRVL
Marvell Technology Group Ltd.		0.40%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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the My Portfolio. 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 My Portfolio was 0.60%, occurring on May 6, 2025. Recovery took 2 trading sessions.

The current My Portfolio drawdown is 17.53%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-0.6%May 6, 20251May 6, 20252May 8, 20253

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 8 assets, with an effective number of assets of 6.26, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
^GSPCGOOGLMRVLAAPLTSLANVDAXLKAMZNQQQPortfolio
^GSPC1.000.200.000.400.400.600.800.801.000.80
GOOGL0.201.000.400.70-0.100.00-0.10-0.300.300.20
MRVL0.000.401.000.900.70-0.60-0.30-0.100.000.60
AAPL0.400.700.901.000.60-0.30-0.100.000.300.70
TSLA0.40-0.100.700.601.00-0.100.300.600.400.90
NVDA0.600.00-0.60-0.30-0.101.000.900.700.800.20
XLK0.80-0.10-0.30-0.100.300.901.000.900.900.50
AMZN0.80-0.30-0.100.000.600.700.901.000.800.70
QQQ1.000.300.000.300.400.800.900.801.000.70
Portfolio0.800.200.600.700.900.200.500.700.701.00
The correlation results are calculated based on daily price changes starting from May 6, 2025