Micky Singh
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
ARKK ARK Innovation ETF | Actively Managed, Innovation, Technology Equities | 40% |
MSTR MicroStrategy Incorporated | Technology | 40% |
VUG Vanguard Growth ETF | Large Cap Growth Equities | 20% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Micky Singh, 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
The earliest data available for this chart is Oct 31, 2014, corresponding to the inception date of ARKK
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 22.49% | 3.72% | 16.33% | 33.60% | 14.41% | 11.99% |
| Micky Singh | 83.91% | 19.32% | 29.69% | 187.03% | 40.81% | N/A |
| Portfolio components: | ||||||
ARKK ARK Innovation ETF | -8.94% | 3.54% | 11.14% | 27.41% | 3.36% | N/A |
VUG Vanguard Growth ETF | 25.67% | 4.11% | 18.26% | 41.73% | 19.21% | 16.25% |
MSTR MicroStrategy Incorporated | 207.29% | 47.86% | 60.65% | 489.69% | 68.72% | 29.66% |
Monthly Returns
The table below presents the monthly returns of Micky Singh, 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 | -12.99% | 44.08% | 37.45% | -20.37% | 13.13% | -0.95% | 7.61% | -7.58% | 13.12% | 83.91% | |||
| 2023 | 44.81% | 1.62% | 7.50% | 0.75% | 1.89% | 10.42% | 17.52% | -13.32% | -7.82% | 6.49% | 21.18% | 18.65% | 157.78% |
| 2022 | -22.86% | 3.26% | 2.51% | -24.97% | -12.87% | -19.44% | 36.66% | -12.65% | -9.33% | 11.86% | -11.67% | -19.15% | -62.81% |
| 2021 | 27.59% | 9.17% | -7.42% | 0.35% | -14.21% | 22.06% | -4.98% | 5.77% | -11.51% | 15.06% | -4.37% | -14.35% | 13.58% |
| 2020 | 4.66% | -4.99% | -13.75% | 15.80% | 6.47% | 4.99% | 8.54% | 16.14% | -0.74% | 3.28% | 56.41% | 11.76% | 150.80% |
| 2019 | 7.89% | 8.48% | 1.47% | 2.86% | -11.22% | 11.46% | -0.96% | -1.84% | 0.25% | 3.08% | 5.63% | -1.50% | 26.34% |
| 2018 | 7.80% | -3.67% | -2.11% | -0.40% | 6.07% | 1.17% | 0.87% | 11.34% | -4.12% | -10.00% | 3.02% | -7.71% | 0.10% |
| 2017 | 5.57% | 1.00% | 1.02% | 2.99% | 4.12% | 2.79% | -10.64% | 5.88% | 0.09% | 3.43% | 3.75% | -1.01% | 19.42% |
| 2016 | -9.93% | -2.22% | 10.86% | -0.77% | 3.40% | -3.02% | 3.63% | -1.80% | 3.47% | 1.94% | 0.39% | 0.90% | 5.62% |
| 2015 | -0.34% | 7.93% | -4.12% | 3.85% | 0.08% | -2.13% | 8.90% | -4.71% | -3.40% | -0.79% | 3.08% | 0.16% | 7.69% |
| 2014 | 3.72% | -3.23% | 0.37% |
Expense Ratio
Micky Singh features an expense ratio of 0.31%, falling within the medium range. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Micky Singh is 63, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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 | |
|---|---|---|---|---|---|
ARKK ARK Innovation ETF | 0.66 | 1.12 | 1.13 | 0.31 | 1.68 |
VUG Vanguard Growth ETF | 2.30 | 3.00 | 1.41 | 2.09 | 11.54 |
MSTR MicroStrategy Incorporated | 5.00 | 3.97 | 1.48 | 6.69 | 23.64 |
Dividends
Dividend yield
Micky Singh granted a 0.10% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Micky Singh | 0.10% | 0.12% | 0.14% | 0.43% | 0.66% | 0.34% | 1.52% | 0.75% | 0.28% | 1.17% | 0.24% | 0.24% |
| Portfolio components: | ||||||||||||
ARKK ARK Innovation ETF | 0.00% | 0.00% | 0.00% | 0.83% | 1.31% | 0.38% | 3.14% | 1.32% | 0.00% | 2.27% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.50% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
MSTR MicroStrategy Incorporated | 0.00% | 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Micky Singh. 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 Micky Singh was 79.90%, occurring on Dec 28, 2022. Recovery took 449 trading sessions.
The current Micky Singh drawdown is 3.07%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.9% | Feb 10, 2021 | 475 | Dec 28, 2022 | 449 | Oct 11, 2024 | 924 |
| -38.26% | Feb 20, 2020 | 20 | Mar 18, 2020 | 73 | Jul 1, 2020 | 93 |
| -26.99% | Aug 18, 2015 | 123 | Feb 11, 2016 | 229 | Jan 9, 2017 | 352 |
| -24.59% | Sep 4, 2018 | 78 | Dec 24, 2018 | 59 | Mar 21, 2019 | 137 |
| -14.04% | Jul 25, 2017 | 13 | Aug 10, 2017 | 90 | Dec 18, 2017 | 103 |
Volatility
Volatility Chart
The current Micky Singh volatility is 11.74%, 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.
Diversification
Asset Correlations Table
| MSTR | VUG | ARKK | |
|---|---|---|---|
| MSTR | 1.00 | 0.52 | 0.55 |
| VUG | 0.52 | 1.00 | 0.73 |
| ARKK | 0.55 | 0.73 | 1.00 |