Home Purchase
Long-term portfolio for the purpose of "Real Estate Acquisition"
Diversified for long term, no rebalancing required.
By. Farid B.
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AEHR Aehr Test Systems | Technology | 12.50% |
FLGT Fulgent Genetics, Inc. | Healthcare | 12.50% |
FRHC Freedom Holding Corp. | Financial Services | 12.50% |
LSCC Lattice Semiconductor Corporation | Technology | 12.50% |
PERI Perion Network Ltd. | Communication Services | 12.50% |
SHOP Shopify Inc. | Technology | 12.50% |
TSLA Tesla, Inc. | Consumer Cyclical | 12.50% |
XPEL XPEL, Inc. | Consumer Cyclical | 12.50% |
Performance
Performance Chart
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The earliest data available for this chart is Oct 3, 2017, corresponding to the inception date of FRHC
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| Home Purchase | -8.37% | 18.66% | 1.95% | 23.38% | 43.98% | N/A |
| Portfolio components: | ||||||
TSLA Tesla, Inc. | -26.14% | 18.17% | -7.15% | 77.04% | 40.86% | 33.91% |
SHOP Shopify Inc. | -13.69% | 8.44% | 5.34% | 55.70% | 4.12% | N/A |
XPEL XPEL, Inc. | -8.09% | 36.16% | -17.21% | 7.46% | 22.72% | 31.46% |
FLGT Fulgent Genetics, Inc. | 6.66% | 13.68% | 1.39% | -9.43% | 3.30% | N/A |
PERI Perion Network Ltd. | 14.05% | 25.95% | 8.66% | -18.20% | 14.92% | -1.17% |
FRHC Freedom Holding Corp. | 19.42% | 27.58% | 38.29% | 125.60% | 57.95% | N/A |
LSCC Lattice Semiconductor Corporation | -12.39% | 17.66% | -8.99% | -28.64% | 15.77% | 23.46% |
AEHR Aehr Test Systems | -49.19% | 3.94% | -29.58% | -24.15% | 40.35% | 13.72% |
Monthly Returns
The table below presents the monthly returns of Home Purchase, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -1.50% | -8.33% | -9.82% | 5.20% | 6.96% | -8.37% | |||||||
| 2024 | -11.84% | -1.11% | -4.20% | -9.73% | -3.79% | -4.55% | 15.48% | -2.92% | 1.74% | 0.43% | 11.47% | 5.77% | -6.50% |
| 2023 | 31.93% | 0.64% | 4.94% | -7.18% | 11.85% | 11.33% | 5.95% | -0.45% | -11.15% | -23.43% | 14.28% | 7.88% | 42.47% |
| 2022 | -23.26% | 1.19% | -5.19% | -19.80% | -0.60% | -7.27% | 23.84% | 1.21% | -8.12% | 12.50% | 14.47% | -15.38% | -31.70% |
| 2021 | 13.25% | 7.67% | -5.46% | 1.40% | 2.78% | 15.80% | 13.35% | 8.51% | 21.62% | 23.36% | -3.79% | 3.39% | 155.38% |
| 2020 | 14.79% | -1.69% | -18.60% | 27.93% | 9.57% | 11.10% | 18.21% | 19.22% | 3.52% | -2.77% | 31.32% | 31.61% | 250.70% |
| 2019 | 6.61% | 13.53% | 1.88% | 4.24% | 0.50% | 8.10% | 12.27% | 27.59% | -3.96% | 4.86% | 10.76% | 9.08% | 143.39% |
| 2018 | 6.40% | 1.71% | -9.37% | 2.22% | 21.02% | 6.72% | 3.07% | 9.16% | -3.09% | -5.28% | 0.48% | -6.46% | 25.70% |
| 2017 | 6.09% | 11.87% | 0.75% | 19.57% |
Expense Ratio
Home Purchase has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Home Purchase is 34, 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 | |
|---|---|---|---|---|---|
TSLA Tesla, Inc. | 1.03 | 1.74 | 1.21 | 1.15 | 2.83 |
SHOP Shopify Inc. | 0.80 | 0.89 | 1.12 | 0.28 | 1.38 |
XPEL XPEL, Inc. | 0.16 | 0.99 | 1.12 | 0.19 | 0.76 |
FLGT Fulgent Genetics, Inc. | -0.21 | 0.08 | 1.01 | -0.08 | -0.34 |
PERI Perion Network Ltd. | -0.41 | -0.32 | 0.95 | -0.29 | -0.76 |
FRHC Freedom Holding Corp. | 3.33 | 3.60 | 1.48 | 3.85 | 15.00 |
LSCC Lattice Semiconductor Corporation | -0.47 | -0.40 | 0.95 | -0.51 | -1.03 |
AEHR Aehr Test Systems | -0.27 | 0.23 | 1.03 | -0.30 | -0.68 |
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Dividends
Dividend yield
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 Home Purchase. 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 Home Purchase was 52.93%, occurring on Jun 16, 2022. Recovery took 247 trading sessions.
The current Home Purchase drawdown is 30.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.93% | Nov 5, 2021 | 154 | Jun 16, 2022 | 247 | Jun 12, 2023 | 401 |
| -47.62% | Feb 20, 2020 | 20 | Mar 18, 2020 | 56 | Jun 8, 2020 | 76 |
| -46.37% | Jul 18, 2023 | 434 | Apr 8, 2025 | — | — | — |
| -30.47% | Feb 12, 2021 | 63 | May 13, 2021 | 45 | Jul 19, 2021 | 108 |
| -21.1% | Aug 31, 2018 | 79 | Dec 24, 2018 | 35 | Feb 14, 2019 | 114 |
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 8.00, 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
| ^GSPC | FLGT | XPEL | FRHC | AEHR | PERI | TSLA | SHOP | LSCC | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.28 | 0.36 | 0.47 | 0.39 | 0.41 | 0.50 | 0.54 | 0.62 | 0.63 |
| FLGT | 0.28 | 1.00 | 0.21 | 0.20 | 0.21 | 0.24 | 0.21 | 0.27 | 0.25 | 0.51 |
| XPEL | 0.36 | 0.21 | 1.00 | 0.23 | 0.26 | 0.25 | 0.25 | 0.28 | 0.30 | 0.51 |
| FRHC | 0.47 | 0.20 | 0.23 | 1.00 | 0.25 | 0.27 | 0.30 | 0.35 | 0.38 | 0.52 |
| AEHR | 0.39 | 0.21 | 0.26 | 0.25 | 1.00 | 0.29 | 0.31 | 0.31 | 0.40 | 0.62 |
| PERI | 0.41 | 0.24 | 0.25 | 0.27 | 0.29 | 1.00 | 0.31 | 0.36 | 0.37 | 0.57 |
| TSLA | 0.50 | 0.21 | 0.25 | 0.30 | 0.31 | 0.31 | 1.00 | 0.42 | 0.39 | 0.60 |
| SHOP | 0.54 | 0.27 | 0.28 | 0.35 | 0.31 | 0.36 | 0.42 | 1.00 | 0.46 | 0.63 |
| LSCC | 0.62 | 0.25 | 0.30 | 0.38 | 0.40 | 0.37 | 0.39 | 0.46 | 1.00 | 0.63 |
| Portfolio | 0.63 | 0.51 | 0.51 | 0.52 | 0.62 | 0.57 | 0.60 | 0.63 | 0.63 | 1.00 |