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BUENO'S STOCKS 2024
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

BUENO'S STOCKS 2024

Currency in USD · Last updated May 30, 2025

BUENO'S STOCKS 2024

Asset Allocation

HALO 9.09%TSM 9.09%AAPL 9.09%GOOGL 9.09%HIMS 9.09%RY 9.09%LVMUY 9.09%ABBV 9.09%V 9.09%DG 9.09%MBUU 9.09%EquityEquity
PositionCategory/SectorTarget Weight
AAPL
Apple Inc		Technology
9.09%
ABBV
AbbVie Inc.		Healthcare
9.09%
DG
Dollar General Corporation		Consumer Defensive
9.09%
GOOGL
Alphabet Inc Class A		Communication Services
9.09%
HALO
Halozyme Therapeutics, Inc.		Healthcare
9.09%
HIMS
Hims & Hers Health, Inc.		Consumer Defensive
9.09%
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne		Consumer Cyclical
9.09%
MBUU
Malibu Boats, Inc.		Consumer Cyclical
9.09%
RY
Royal Bank of Canada		Financial Services
9.09%
TSM
Taiwan Semiconductor Manufacturing Company Limited		Technology
9.09%
V
Visa Inc.		Financial Services
9.09%

S&P 500

Performance

Performance Chart

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The earliest data available for this chart is Sep 13, 2019, corresponding to the inception date of HIMS

Returns By Period

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		0.52%6.32%-1.44%12.25%14.20%10.84%
BUENO'S STOCKS 202410.65%7.66%8.46%21.59%19.43%N/A
Portfolio components:
HALO
Halozyme Therapeutics, Inc.		14.47%-10.01%12.92%27.99%17.66%11.84%
TSM
Taiwan Semiconductor Manufacturing Company Limited		0.21%19.86%9.57%29.51%33.82%26.64%
AAPL
Apple Inc		-19.96%-5.21%-14.68%5.57%20.94%21.20%
GOOGL
Alphabet Inc Class A		-9.11%7.31%1.79%-1.83%19.23%20.19%
HIMS
Hims & Hers Health, Inc.		116.71%49.54%72.71%167.62%39.46%N/A
RY
Royal Bank of Canada		5.54%4.25%1.53%25.86%18.56%11.41%
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne		-15.40%-2.72%-10.64%-28.63%7.19%13.93%
ABBV
AbbVie Inc.		6.42%-4.08%3.29%24.28%19.71%15.45%
V
Visa Inc.		15.05%6.29%15.54%35.77%13.98%18.85%
DG
Dollar General Corporation		29.86%4.01%29.11%-28.48%-11.51%4.22%
MBUU
Malibu Boats, Inc.		-19.82%4.25%-30.93%-16.97%-8.55%3.59%
*Annualized

Monthly Returns

The table below presents the monthly returns of BUENO'S STOCKS 2024, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20259.20%1.18%-7.19%-0.21%8.13%10.65%
2024-1.96%10.42%4.67%-6.78%10.57%3.80%1.25%-1.98%2.27%0.45%5.65%-3.16%26.47%
20239.97%0.80%0.24%1.17%-3.66%3.76%3.91%-7.57%-6.70%-3.16%12.27%5.65%15.67%
2022-4.41%-1.90%2.25%-8.54%1.80%-3.16%10.79%-5.42%-9.41%5.10%12.78%-5.06%-7.67%
20213.97%-0.05%0.79%6.94%-0.51%-0.19%1.02%-1.30%-5.08%3.51%-3.06%7.42%13.46%
20201.09%-2.87%-11.34%11.86%9.30%5.86%6.73%5.78%-3.51%-0.61%15.86%7.92%52.53%
20190.15%4.53%7.37%2.00%14.67%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Expense Ratio

BUENO'S STOCKS 2024 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.

The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BUENO'S STOCKS 2024 is 57, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of BUENO'S STOCKS 2024 is 5757
Overall Rank
The Sharpe Ratio Rank of BUENO'S STOCKS 2024 is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of BUENO'S STOCKS 2024 is 6363
Sortino Ratio Rank
The Omega Ratio Rank of BUENO'S STOCKS 2024 is 5757
Omega Ratio Rank
The Calmar Ratio Rank of BUENO'S STOCKS 2024 is 5757
Calmar Ratio Rank
The Martin Ratio Rank of BUENO'S STOCKS 2024 is 4141
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.

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
HALO
Halozyme Therapeutics, Inc.		0.550.951.170.731.79
TSM
Taiwan Semiconductor Manufacturing Company Limited		0.641.031.130.681.78
AAPL
Apple Inc		0.170.491.070.170.53
GOOGL
Alphabet Inc Class A		-0.060.161.02-0.04-0.09
HIMS
Hims & Hers Health, Inc.		1.582.461.323.337.01
RY
Royal Bank of Canada		1.391.771.241.574.44
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne		-0.81-1.300.85-0.70-1.64
ABBV
AbbVie Inc.		0.861.141.181.082.49
V
Visa Inc.		1.642.011.302.207.73
DG
Dollar General Corporation		-0.61-0.640.89-0.43-0.85
MBUU
Malibu Boats, Inc.		-0.35-0.190.98-0.23-0.82

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

BUENO'S STOCKS 2024 Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.89
  • 5-Year: 0.94
  • All Time: 0.94

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.58 to 1.13, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of BUENO'S STOCKS 2024 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend yield

BUENO'S STOCKS 2024 provided a 1.33% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio1.33%1.34%1.24%1.31%1.04%1.21%1.46%1.59%1.16%1.45%2.47%1.16%
Portfolio components:
HALO
Halozyme Therapeutics, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TSM
Taiwan Semiconductor Manufacturing Company Limited		1.25%1.18%1.78%2.48%1.56%1.58%3.49%3.55%2.32%2.61%2.54%1.79%
AAPL
Apple Inc		0.51%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%
GOOGL
Alphabet Inc Class A		0.47%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HIMS
Hims & Hers Health, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RY
Royal Bank of Canada		3.31%3.39%3.93%4.12%3.28%3.86%3.88%4.29%3.28%3.59%4.54%3.73%
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne		2.57%2.14%1.65%1.78%0.99%1.64%1.49%2.21%1.60%2.10%12.91%2.40%
ABBV
AbbVie Inc.		3.44%3.49%3.82%3.49%3.84%4.41%4.83%3.89%2.65%3.64%3.41%2.54%
V
Visa Inc.		0.63%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%
DG
Dollar General Corporation		2.43%3.11%1.30%1.06%0.69%0.67%0.80%1.05%0.84%1.35%1.22%0.00%
MBUU
Malibu Boats, Inc.		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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the BUENO'S STOCKS 2024. 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 BUENO'S STOCKS 2024 was 28.98%, occurring on Mar 23, 2020. Recovery took 50 trading sessions.

The current BUENO'S STOCKS 2024 drawdown is 8.38%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-28.98%Feb 20, 202023Mar 23, 202050Jun 3, 202073
-25.03%Feb 20, 202534Apr 8, 2025———
-19.75%Jan 4, 2022194Oct 11, 202277Feb 1, 2023271
-17.55%Aug 1, 202363Oct 27, 202360Jan 25, 2024123
-10.9%Feb 9, 202117Mar 4, 2021211Jan 3, 2022228
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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 11 assets, with an effective number of assets of 11.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
^GSPCDGABBVHIMSHALOMBUUTSMLVMUYRYVGOOGLAAPLPortfolio
^GSPC1.000.260.350.370.420.490.620.560.640.670.720.720.84
DG0.261.000.190.090.200.220.090.200.220.200.130.190.34
ABBV0.350.191.000.070.300.180.110.220.270.310.190.200.36
HIMS0.370.090.071.000.240.230.280.240.220.190.270.260.60
HALO0.420.200.300.241.000.280.250.250.290.290.260.280.54
MBUU0.490.220.180.230.281.000.340.340.400.340.300.350.61
TSM0.620.090.110.280.250.341.000.420.400.370.480.490.63
LVMUY0.560.200.220.240.250.340.421.000.480.440.420.420.61
RY0.640.220.270.220.290.400.400.481.000.490.390.380.59
V0.670.200.310.190.290.340.370.440.491.000.500.480.59
GOOGL0.720.130.190.270.260.300.480.420.390.501.000.610.64
AAPL0.720.190.200.260.280.350.490.420.380.480.611.000.64
Portfolio0.840.340.360.600.540.610.630.610.590.590.640.641.00
The correlation results are calculated based on daily price changes starting from Sep 16, 2019
Go to the full Correlations tool for more customization options