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NYBOY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


FDHY 3.2%GLD 2.96%SPY 44%VTI 12.23%VINIX 8.68%FDGRX 4.42%SPMO 4.4%FXAIX 3.9%FSELX 2.98%FBMPX 2.82%INCO 2.68%FPHAX 2.32%MSFT 2.1%QQQ 1.83%VITNX 1.48%BondBondCommodityCommodityEquityEquity
PositionCategory/SectorWeight
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%

S&P 500

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


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
21.60%
19.37%
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-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
6.30%-3.13%19.37%22.56%11.65%10.55%
NYBOY7.96%-2.86%21.60%27.48%14.57%N/A
VTI
Vanguard Total Stock Market ETF
6.01%-3.06%20.57%24.07%12.72%11.99%
SPMO
Invesco S&P 500® Momentum ETF
17.60%-4.86%34.58%37.88%16.07%N/A
FXAIX
Fidelity 500 Index Fund
6.76%-3.04%20.28%24.49%13.53%12.69%
FDHY
Fidelity High Yield Factor ETF
1.07%-0.69%9.31%7.57%4.37%N/A
FSELX
Fidelity Select Semiconductors Portfolio
16.62%-8.86%38.34%60.44%30.09%26.68%
FBMPX
Fidelity Select Communication Services Portfolio
11.65%-0.63%23.37%45.93%12.73%11.68%
FPHAX
Fidelity Select Pharmaceuticals Portfolio
13.66%-2.88%21.34%20.77%14.80%10.03%
MSFT
Microsoft Corporation
8.59%-4.94%23.79%45.83%27.16%28.34%
QQQ
Invesco QQQ
3.93%-4.77%18.82%35.44%18.26%18.32%
VINIX
Vanguard Institutional Index Fund Institutional Shares
6.75%-3.05%20.26%24.45%13.50%12.60%
FDGRX
Fidelity Growth Company Fund
10.03%-5.34%26.28%38.56%19.89%18.19%
VITNX
Vanguard Institutional Total Stock Market Index Fund Institutional Shares
6.03%-3.07%20.58%24.09%12.74%12.01%
INCO
Columbia India Consumer ETF
9.68%2.58%24.87%45.20%13.87%12.72%
GLD
SPDR Gold Trust
12.49%7.33%17.54%16.36%12.30%5.55%
SPY
SPDR S&P 500 ETF
6.71%-2.99%20.22%24.32%13.45%12.53%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.99%5.75%3.34%
2023-4.44%-1.96%9.08%4.84%

Expense Ratio

The NYBOY has a high expense ratio of 0.20%, 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.


Expense ratio chart for FDGRX: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%
Expense ratio chart for FPHAX: current value at 0.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.75%
Expense ratio chart for INCO: current value at 0.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.75%
Expense ratio chart for FBMPX: current value at 0.74% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.74%
Expense ratio chart for FSELX: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%
Expense ratio chart for FDHY: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%
Expense ratio chart for GLD: current value at 0.40% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.40%
Expense ratio chart for QQQ: current value at 0.20% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.20%
Expense ratio chart for SPMO: current value at 0.13% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.13%
Expense ratio chart for SPY: current value at 0.09% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.09%
Expense ratio chart for VINIX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%
Expense ratio chart for VTI: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%
Expense ratio chart for FXAIX: current value at 0.02% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.02%
Expense ratio chart for VITNX: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

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
Sharpe ratio
The chart of Sharpe ratio for NYBOY, currently valued at 2.34, compared to the broader market-1.000.001.002.003.004.005.002.34
Sortino ratio
The chart of Sortino ratio for NYBOY, currently valued at 3.38, compared to the broader market0.002.004.006.003.38
Omega ratio
The chart of Omega ratio for NYBOY, currently valued at 1.41, compared to the broader market0.801.001.201.401.601.801.41
Calmar ratio
The chart of Calmar ratio for NYBOY, currently valued at 2.06, compared to the broader market0.002.004.006.008.002.06
Martin ratio
The chart of Martin ratio for NYBOY, currently valued at 10.81, compared to the broader market0.0010.0020.0030.0040.0050.0010.81
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-1.000.001.002.003.004.005.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market0.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.801.001.201.401.601.801.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.002.004.006.008.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.0040.0050.007.64

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
VTI
Vanguard Total Stock Market ETF
1.982.851.341.547.69
SPMO
Invesco S&P 500® Momentum ETF
2.723.921.482.2716.87
FXAIX
Fidelity 500 Index Fund
2.083.011.361.818.71
FDHY
Fidelity High Yield Factor ETF
1.382.151.250.827.22
FSELX
Fidelity Select Semiconductors Portfolio
1.912.751.322.787.75
FBMPX
Fidelity Select Communication Services Portfolio
2.443.281.431.3216.85
FPHAX
Fidelity Select Pharmaceuticals Portfolio
1.342.031.241.785.23
MSFT
Microsoft Corporation
1.992.791.342.338.49
QQQ
Invesco QQQ
2.152.981.361.5610.85
VINIX
Vanguard Institutional Index Fund Institutional Shares
2.062.991.361.808.60
FDGRX
Fidelity Growth Company Fund
2.132.951.371.319.64
VITNX
Vanguard Institutional Total Stock Market Index Fund Institutional Shares
1.962.841.341.547.68
INCO
Columbia India Consumer ETF
3.795.001.633.8830.31
GLD
SPDR Gold Trust
1.362.071.251.293.69
SPY
SPDR S&P 500 ETF
2.083.001.361.798.59

Sharpe Ratio

The current NYBOY Sharpe ratio is 2.34. A Sharpe ratio higher than 2.0 is considered very good.

-1.000.001.002.003.004.005.002.34

The Sharpe ratio of NYBOY 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.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
2.34
1.92
NYBOY
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

NYBOY granted a 1.97% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
NYBOY1.97%2.11%2.59%2.73%2.57%3.08%3.29%2.20%2.26%2.75%2.19%2.03%
VTI
Vanguard Total Stock Market ETF
1.41%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
1.10%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
1.37%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
6.49%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
6.02%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
2.71%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
4.13%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
0.62%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
2.79%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
3.49%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
2.35%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
3.48%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
1.33%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.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-3.13%
-3.50%
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 3.13%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.84%Feb 20, 202023Mar 23, 202082Jul 20, 2020105
-24.82%Dec 28, 2021200Oct 12, 2022291Dec 8, 2023491
-18.11%Sep 21, 201865Dec 24, 201868Apr 3, 2019133
-9.05%Sep 3, 202014Sep 23, 202035Nov 11, 202049
-6.43%May 6, 201920Jun 3, 201913Jun 20, 201933

Volatility

Volatility Chart

The current NYBOY volatility is 3.63%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%NovemberDecember2024FebruaryMarchApril
3.63%
3.58%
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.

GLDINCOFPHAXFDHYMSFTFSELXSPMOFBMPXFDGRXQQQVTIVINIXVITNXFXAIXSPY
GLD1.000.120.100.150.040.040.090.080.060.060.070.060.060.060.06
INCO0.121.000.390.370.340.370.430.400.420.420.470.470.470.470.47
FPHAX0.100.391.000.470.500.450.640.530.590.570.640.640.640.640.64
FDHY0.150.370.471.000.500.540.550.590.610.610.670.660.660.660.66
MSFT0.040.340.500.501.000.660.720.730.800.860.750.770.750.770.78
FSELX0.040.370.450.540.661.000.690.720.840.850.800.790.800.800.79
SPMO0.090.430.640.550.720.691.000.710.810.820.840.850.840.850.85
FBMPX0.080.400.530.590.730.720.711.000.850.870.840.850.850.850.84
FDGRX0.060.420.590.610.800.840.810.851.000.950.890.880.900.880.88
QQQ0.060.420.570.610.860.850.820.870.951.000.900.910.900.910.91
VTI0.070.470.640.670.750.800.840.840.890.901.000.991.000.990.99
VINIX0.060.470.640.660.770.790.850.850.880.910.991.000.991.001.00
VITNX0.060.470.640.660.750.800.840.850.900.901.000.991.000.990.99
FXAIX0.060.470.640.660.770.800.850.850.880.910.991.000.991.001.00
SPY0.060.470.640.660.780.790.850.840.880.910.991.000.991.001.00