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Home Purchase

Last updated Sep 21, 2023

Asset Allocation


TSLA 12.5%SHOP 12.5%XPEL 12.5%FLGT 12.5%PERI 12.5%FRHC 12.5%LSCC 12.5%AEHR 12.5%EquityEquity
PositionCategory/SectorWeight
TSLA
Tesla, Inc.
Consumer Cyclical12.5%
SHOP
Shopify Inc.
Technology12.5%
XPEL
XPEL, Inc.
Consumer Cyclical12.5%
FLGT
Fulgent Genetics, Inc.
Healthcare12.5%
PERI
Perion Network Ltd.
Communication Services12.5%
FRHC
Freedom Holding Corp.
Financial Services12.5%
LSCC
Lattice Semiconductor Corporation
Technology12.5%
AEHR
Aehr Test Systems
Technology12.5%

Performance

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


-10.00%0.00%10.00%20.00%30.00%AprilMayJuneJulyAugustSeptember
10.96%
11.49%
Home Purchase
Benchmark (^GSPC)
Portfolio components

Returns

As of Sep 21, 2023, the Home Purchase returned 53.37% Year-To-Date and 94.52% of annualized return in the last 10 years.


1 month6 monthsYear-To-Date1 year5 years (annualized)10 years (annualized)
Benchmark0.06%11.82%14.66%14.17%8.51%10.84%
Home Purchase-1.70%13.53%53.37%54.33%83.19%94.52%
TSLA
Tesla, Inc.
13.54%37.37%113.18%-14.95%67.74%53.37%
SHOP
Shopify Inc.
5.64%26.71%64.13%84.07%28.78%44.97%
XPEL
XPEL, Inc.
-8.00%19.90%26.29%19.39%62.09%77.46%
FLGT
Fulgent Genetics, Inc.
-16.83%-7.99%-6.41%-29.89%53.53%17.30%
PERI
Perion Network Ltd.
-8.00%-16.97%22.25%45.28%58.04%36.21%
FRHC
Freedom Holding Corp.
-2.79%26.85%50.93%61.64%64.83%171.07%
LSCC
Lattice Semiconductor Corporation
-7.22%-7.64%30.41%65.38%61.71%44.65%
AEHR
Aehr Test Systems
10.98%24.19%125.77%196.80%78.60%47.88%

Asset Correlations Table

The table below shows the correlation coefficients between the assets in the portfolio.

FLGTXPELFRHCAEHRPERITSLASHOPLSCC
FLGT1.000.170.160.160.210.190.250.21
XPEL0.171.000.200.180.210.200.230.25
FRHC0.160.201.000.200.210.230.290.35
AEHR0.160.180.201.000.270.260.280.34
PERI0.210.210.210.271.000.300.320.34
TSLA0.190.200.230.260.301.000.400.35
SHOP0.250.230.290.280.320.401.000.44
LSCC0.210.250.350.340.340.350.441.00

Sharpe Ratio

The current Home Purchase Sharpe ratio is 1.53. A Sharpe ratio greater than 1.0 is considered acceptable.

-1.000.001.002.003.004.001.53

The Sharpe ratio of Home Purchase 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 Ratio-1.000.001.002.003.00AprilMayJuneJulyAugustSeptember
1.53
0.74
Home Purchase
Benchmark (^GSPC)
Portfolio components

Dividend yield


Home Purchase doesn't pay dividends

Expense Ratio

The Home Purchase has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
TSLA
Tesla, Inc.
-0.25
SHOP
Shopify Inc.
1.11
XPEL
XPEL, Inc.
0.40
FLGT
Fulgent Genetics, Inc.
-0.72
PERI
Perion Network Ltd.
1.07
FRHC
Freedom Holding Corp.
1.29
LSCC
Lattice Semiconductor Corporation
1.30
AEHR
Aehr Test Systems
2.04

Drawdowns Chart

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


-20.00%-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-12.09%
-8.22%
Home Purchase
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the Home Purchase. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Home Purchase is 52.93%, recorded on Jun 16, 2022. It took 247 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.93%Nov 5, 2021154Jun 16, 2022247Jun 12, 2023401
-47.62%Feb 20, 202020Mar 18, 202056Jun 8, 202076
-30.47%Feb 12, 202163May 13, 202145Jul 19, 2021108
-29.85%Sep 7, 20174Sep 12, 201781Jan 8, 201885
-22.61%Aug 3, 20175Aug 9, 20174Aug 15, 20179

Volatility Chart

The current Home Purchase volatility is 7.76%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%AprilMayJuneJulyAugustSeptember
7.76%
3.47%
Home Purchase
Benchmark (^GSPC)
Portfolio components