NYBOY

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

NYBOY

Last updated Jul 25, 2024

Asset Allocation

Position	Category/Sector	Weight
FBMPX Fidelity Select Communication Services Portfolio	Communications Equities	2.82%
FDGRX Fidelity Growth Company Fund	Large Cap Growth Equities	4.42%
FDHY Fidelity High Yield Factor ETF	High Yield Bonds, Actively Managed	3.20%
FPHAX Fidelity Select Pharmaceuticals Portfolio	Health & Biotech Equities	2.32%
FSELX Fidelity Select Semiconductors Portfolio	Technology Equities	2.98%
FXAIX Fidelity 500 Index Fund	Large Cap Blend Equities	3.90%
GLD SPDR Gold Trust	Precious Metals, Gold	2.96%
INCO Columbia India Consumer ETF	Asia Pacific Equities	2.68%
MSFT Microsoft Corporation	Technology	2.10%
QQQ Invesco QQQ	Large Cap Blend Equities	1.83%
SPMO Invesco S&P 500® Momentum ETF	Large Cap Growth Equities	4.40%
SPY SPDR S&P 500 ETF	Large Cap Growth Equities	44%
VINIX Vanguard Institutional Index Fund Institutional Shares	Large Cap Blend Equities	8.68%
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares	Large Cap Blend Equities	1.48%
VTI Vanguard Total Stock Market ETF	Large Cap Growth Equities	12.23%

Benchmark

S&P 500

Rebalance portfolio

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in NYBOY, 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

NYBOY

Benchmark (^GSPC)

Portfolio components

The earliest data available for this chart is Jun 14, 2018, corresponding to the inception date of FDHY

Returns By Period

	Year-To-Date	1 month	6 months	1 year	5 years (annualized)	10 years (annualized)
^GSPC S&P 500	13.20%	-1.28%	10.32%	18.23%	12.31%	10.58%
NYBOY	15.49%	-1.73%	12.29%	23.63%	15.26%	N/A
Portfolio components:
VTI Vanguard Total Stock Market ETF	13.14%	-0.48%	10.85%	20.07%	13.36%	12.04%
SPMO Invesco S&P 500® Momentum ETF	28.19%	-4.50%	21.07%	49.56%	16.73%	N/A
FXAIX Fidelity 500 Index Fund	14.07%	-1.36%	11.16%	20.79%	14.16%	12.70%
FDHY Fidelity High Yield Factor ETF	4.76%	1.44%	4.10%	11.20%	4.49%	N/A
FSELX Fidelity Select Semiconductors Portfolio	31.55%	-9.99%	23.36%	36.51%	32.97%	26.80%
FBMPX Fidelity Select Communication Services Portfolio	12.96%	-6.63%	6.74%	24.23%	12.38%	10.84%
FPHAX Fidelity Select Pharmaceuticals Portfolio	26.38%	-0.64%	21.05%	35.70%	16.09%	10.57%
MSFT Microsoft Corporation	11.67%	-7.47%	3.96%	27.50%	25.49%	27.36%
QQQ Invesco QQQ	12.23%	-4.60%	8.45%	22.52%	19.44%	17.83%
VINIX Vanguard Institutional Index Fund Institutional Shares	14.05%	-1.36%	11.14%	20.74%	14.13%	12.61%
FDGRX Fidelity Growth Company Fund	20.74%	-4.46%	15.25%	29.68%	21.35%	18.51%
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares	13.16%	-0.50%	10.86%	20.08%	13.39%	12.06%
INCO Columbia India Consumer ETF	22.39%	3.47%	22.10%	42.92%	17.88%	12.18%
GLD SPDR Gold Trust	14.21%	2.70%	16.75%	21.01%	10.34%	5.70%
SPY SPDR S&P 500 ETF	13.99%	-1.30%	11.16%	20.65%	14.08%	12.54%

Monthly Returns

The table below presents the monthly returns of NYBOY, 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	1.99%	5.75%	3.34%	-3.68%	5.14%	3.91%							15.49%
2023	6.58%	-2.26%	4.32%	1.52%	1.40%	5.96%	3.13%	-1.37%	-4.44%	-1.96%	9.08%	4.84%	29.17%
2022	-5.78%	-2.58%	3.14%	-8.83%	0.01%	-7.96%	8.98%	-3.97%	-8.81%	7.01%	5.82%	-5.59%	-18.94%
2021	-0.44%	2.26%	3.35%	4.72%	1.00%	2.81%	2.00%	3.14%	-4.40%	6.55%	-0.64%	3.64%	26.25%
2020	0.49%	-7.04%	-11.59%	12.67%	5.29%	2.62%	5.89%	6.98%	-3.41%	-2.39%	10.39%	4.02%	23.31%
2019	7.62%	3.31%	1.95%	3.78%	-5.99%	6.80%	1.27%	-1.16%	1.56%	2.50%	3.35%	3.05%	31.05%
2018						-2.48%	3.34%	3.23%	-0.01%	-6.91%	2.03%	-7.82%	-8.93%

Expense Ratio

NYBOY has an expense ratio of 0.20%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

FDGRX

Fidelity Growth Company Fund

FPHAX

Fidelity Select Pharmaceuticals Portfolio

INCO

Columbia India Consumer ETF

FBMPX

Fidelity Select Communication Services Portfolio

FSELX

Fidelity Select Semiconductors Portfolio

FDHY

Fidelity High Yield Factor ETF

GLD

SPDR Gold Trust

QQQ

Invesco QQQ

SPMO

Invesco S&P 500® Momentum ETF

SPY

SPDR S&P 500 ETF

VINIX

Vanguard Institutional Index Fund Institutional Shares

VTI

Vanguard Total Stock Market ETF

FXAIX

Fidelity 500 Index Fund

VITNX

Vanguard Institutional Total Stock Market Index Fund Institutional Shares

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of NYBOY is 79, placing it in the top 21% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

NYBOY

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

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.

NYBOY

^GSPC

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
VTI Vanguard Total Stock Market ETF	1.62	2.29	1.28	1.37	5.98
SPMO Invesco S&P 500® Momentum ETF	3.11	4.11	1.55	3.86	20.55
FXAIX Fidelity 500 Index Fund	1.73	2.43	1.30	1.72	6.88
FDHY Fidelity High Yield Factor ETF	2.00	3.17	1.38	1.11	10.66
FSELX Fidelity Select Semiconductors Portfolio	1.18	1.72	1.21	1.67	4.92
FBMPX Fidelity Select Communication Services Portfolio	1.46	2.04	1.26	1.00	9.43
FPHAX Fidelity Select Pharmaceuticals Portfolio	2.23	3.14	1.38	2.99	9.04
MSFT Microsoft Corporation	1.00	1.41	1.18	1.55	6.20
QQQ Invesco QQQ	1.35	1.87	1.24	1.58	6.75
VINIX Vanguard Institutional Index Fund Institutional Shares	1.73	2.42	1.30	1.71	6.85
FDGRX Fidelity Growth Company Fund	1.63	2.25	1.29	1.18	7.37
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares	1.62	2.29	1.28	1.38	5.98
INCO Columbia India Consumer ETF	3.15	4.35	1.54	9.71	28.04
GLD SPDR Gold Trust	1.43	2.05	1.26	1.52	6.97
SPY SPDR S&P 500 ETF	1.73	2.42	1.30	1.70	6.79

Sharpe Ratio

The current NYBOY Sharpe ratio is 2.05. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 1.23 to 1.94, this portfolio's current Sharpe ratio is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.

Use the chart below to compare the Sharpe ratio of NYBOY with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

NYBOY

Benchmark (^GSPC)

Portfolio components

Dividends

Dividend yield

NYBOY granted a 1.84% dividend yield in the last twelve months.

	TTM	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013
NYBOY	1.84%	2.11%	2.59%	2.73%	2.57%	3.08%	3.29%	2.20%	2.26%	2.75%	2.19%	2.03%
Portfolio components:
VTI Vanguard Total Stock Market ETF	1.37%	1.44%	1.66%	1.21%	1.42%	1.78%	2.04%	1.71%	1.92%	1.98%	1.76%	1.74%
SPMO Invesco S&P 500® Momentum ETF	0.76%	1.63%	1.66%	0.52%	1.27%	1.39%	1.05%	0.77%	1.94%	0.36%	0.00%	0.00%
FXAIX Fidelity 500 Index Fund	1.30%	1.45%	1.69%	1.22%	1.60%	2.06%	2.72%	1.97%	2.52%	2.83%	2.63%	1.84%
FDHY Fidelity High Yield Factor ETF	6.00%	6.26%	5.34%	6.09%	5.78%	4.94%	3.07%	0.00%	0.00%	0.00%	0.00%	0.00%
FSELX Fidelity Select Semiconductors Portfolio	5.34%	7.20%	6.69%	6.99%	8.13%	3.36%	26.80%	14.65%	3.82%	16.31%	3.48%	0.61%
FBMPX Fidelity Select Communication Services Portfolio	2.68%	0.00%	0.00%	5.88%	3.74%	35.43%	15.35%	5.53%	7.50%	7.31%	8.84%	3.30%
FPHAX Fidelity Select Pharmaceuticals Portfolio	3.71%	8.08%	5.18%	11.09%	8.85%	8.33%	1.97%	1.62%	1.07%	12.80%	10.72%	11.12%
MSFT Microsoft Corporation	0.70%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%	2.48%	2.59%
QQQ Invesco QQQ	0.63%	0.62%	0.80%	0.43%	0.55%	0.74%	0.91%	0.84%	1.06%	0.99%	1.41%	1.01%
VINIX Vanguard Institutional Index Fund Institutional Shares	2.66%	2.97%	3.38%	4.77%	3.06%	2.85%	2.43%	1.82%	2.36%	2.45%	1.88%	1.85%
FDGRX Fidelity Growth Company Fund	3.18%	3.83%	7.20%	10.67%	8.86%	3.84%	6.38%	4.73%	6.23%	3.92%	4.03%	7.12%
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares	2.25%	2.41%	6.48%	5.37%	11.56%	2.90%	4.38%	2.39%	2.78%	2.28%	1.78%	1.72%
INCO Columbia India Consumer ETF	3.11%	3.81%	10.57%	6.25%	0.34%	0.28%	0.12%	0.05%	0.09%	0.00%	0.08%	0.00%
GLD SPDR Gold Trust	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SPY SPDR S&P 500 ETF	1.27%	1.40%	1.65%	1.20%	1.52%	1.75%	2.04%	1.80%	2.03%	2.06%	1.87%	1.81%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

NYBOY

Benchmark (^GSPC)

Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the NYBOY. 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 NYBOY was 31.84%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.

The current NYBOY drawdown is 4.41%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-31.84%	Feb 20, 2020	23	Mar 23, 2020	82	Jul 20, 2020	105
-24.82%	Dec 28, 2021	200	Oct 12, 2022	291	Dec 8, 2023	491
-18.11%	Sep 21, 2018	65	Dec 24, 2018	68	Apr 3, 2019	133
-9.05%	Sep 3, 2020	14	Sep 23, 2020	35	Nov 11, 2020	49
-6.43%	May 6, 2019	20	Jun 3, 2019	13	Jun 20, 2019	33

Volatility

Volatility Chart

The current NYBOY volatility is 3.96%, 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.

NYBOY

Benchmark (^GSPC)

Portfolio components

Diversification

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	GLD	INCO	FPHAX	FDHY	MSFT	FSELX	SPMO	FBMPX	FDGRX	QQQ	VTI	SPY	VITNX	VINIX	FXAIX
GLD	1.00	0.12	0.10	0.15	0.05	0.04	0.09	0.09	0.07	0.07	0.08	0.07	0.07	0.07	0.07
INCO	0.12	1.00	0.38	0.36	0.33	0.37	0.42	0.39	0.42	0.41	0.46	0.46	0.46	0.46	0.46
FPHAX	0.10	0.38	1.00	0.47	0.49	0.44	0.62	0.53	0.59	0.56	0.63	0.63	0.63	0.63	0.63
FDHY	0.15	0.36	0.47	1.00	0.49	0.53	0.55	0.59	0.60	0.61	0.66	0.66	0.66	0.65	0.65
MSFT	0.05	0.33	0.49	0.49	1.00	0.66	0.72	0.73	0.80	0.86	0.75	0.77	0.75	0.77	0.77
FSELX	0.04	0.37	0.44	0.53	0.66	1.00	0.69	0.70	0.84	0.84	0.79	0.79	0.80	0.79	0.79
SPMO	0.09	0.42	0.62	0.55	0.72	0.69	1.00	0.71	0.82	0.82	0.84	0.85	0.84	0.85	0.85
FBMPX	0.09	0.39	0.53	0.59	0.73	0.70	0.71	1.00	0.85	0.87	0.84	0.84	0.84	0.84	0.84
FDGRX	0.07	0.42	0.59	0.60	0.80	0.84	0.82	0.85	1.00	0.95	0.89	0.88	0.89	0.88	0.88
QQQ	0.07	0.41	0.56	0.61	0.86	0.84	0.82	0.87	0.95	1.00	0.90	0.91	0.90	0.91	0.91
VTI	0.08	0.46	0.63	0.66	0.75	0.79	0.84	0.84	0.89	0.90	1.00	0.99	1.00	0.99	0.99
SPY	0.07	0.46	0.63	0.66	0.77	0.79	0.85	0.84	0.88	0.91	0.99	1.00	0.99	1.00	1.00
VITNX	0.07	0.46	0.63	0.66	0.75	0.80	0.84	0.84	0.89	0.90	1.00	0.99	1.00	0.99	0.99
VINIX	0.07	0.46	0.63	0.65	0.77	0.79	0.85	0.84	0.88	0.91	0.99	1.00	0.99	1.00	1.00
FXAIX	0.07	0.46	0.63	0.65	0.77	0.79	0.85	0.84	0.88	0.91	0.99	1.00	0.99	1.00	1.00

The correlation results are calculated based on daily price changes starting from Jun 15, 2018