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muhyatirimci
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


TLTW 6.27%NVDA 24.81%TSLA 19.23%ADBE 17.54%AAPL 9.66%SCHD 6.52%DGRO 6.38%UBER 4.25%XOM 2.03%PYPL 1.99%ARM 1.33%AlternativesAlternativesEquityEquity
PositionCategory/SectorWeight
AAPL
Apple Inc
Technology

9.66%

ADBE
Adobe Inc
Technology

17.54%

ARM
Arm Holdings plc American Depositary Shares
Technology

1.33%

DGRO
iShares Core Dividend Growth ETF
Large Cap Growth Equities, Dividend

6.38%

NVDA
NVIDIA Corporation
Technology

24.81%

PYPL
PayPal Holdings, Inc.
Financial Services

1.99%

SCHD
Schwab US Dividend Equity ETF
Large Cap Growth Equities, Dividend

6.52%

TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
Options Trading

6.27%

TSLA
Tesla, Inc.
Consumer Cyclical

19.23%

UBER
Uber Technologies, Inc.
Technology

4.25%

XOM
Exxon Mobil Corporation
Energy

2.03%

S&P 500

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in muhyatirimci, 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%20.00%30.00%40.00%50.00%FebruaryMarchAprilMayJuneJuly
42.22%
22.19%
muhyatirimci
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Sep 14, 2023, corresponding to the inception date of ARM

Returns By Period


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
15.41%0.33%13.74%21.39%13.11%10.77%
muhyatirimci36.75%5.41%33.38%N/AN/AN/A
TSLA
Tesla, Inc.
-3.73%30.70%14.56%-9.01%69.41%32.30%
NVDA
NVIDIA Corporation
138.17%-6.83%97.72%159.15%95.17%75.12%
ADBE
Adobe Inc
-7.64%3.29%-8.71%6.60%12.44%22.57%
AAPL
Apple Inc
16.81%8.11%15.99%16.76%35.69%26.82%
UBER
Uber Technologies, Inc.
9.32%-4.13%4.28%44.54%9.30%N/A
PYPL
PayPal Holdings, Inc.
-3.39%-2.11%-6.92%-18.75%-12.96%N/A
ARM
Arm Holdings plc American Depositary Shares
117.45%1.93%111.91%N/AN/AN/A
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
-0.05%0.10%2.96%-8.77%N/AN/A
SCHD
Schwab US Dividend Equity ETF
8.51%4.93%7.39%12.58%12.46%11.15%
DGRO
iShares Core Dividend Growth ETF
11.44%2.68%10.64%15.19%11.67%11.56%
XOM
Exxon Mobil Corporation
18.12%4.79%21.98%16.19%14.77%5.65%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.83%10.37%1.80%-3.47%7.14%11.45%36.75%
2023-5.94%-6.15%13.98%3.36%4.00%

Expense Ratio

muhyatirimci has an expense ratio of 0.03%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


Expense ratio chart for TLTW: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%
Expense ratio chart for DGRO: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%
Expense ratio chart for SCHD: current value at 0.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.06%

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.


muhyatirimci
Sharpe ratio
No data
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.82, compared to the broader market-1.000.001.002.003.004.001.82
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.59, compared to the broader market-2.000.002.004.006.002.59
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.32, compared to the broader market0.801.001.201.401.601.801.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.45, compared to the broader market0.002.004.006.008.0010.001.45
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.82, compared to the broader market0.0010.0020.0030.0040.006.82

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
TSLA
Tesla, Inc.
-0.34-0.170.98-0.27-0.70
NVDA
NVIDIA Corporation
3.273.721.467.6121.37
ADBE
Adobe Inc
0.130.421.060.120.32
AAPL
Apple Inc
0.691.141.140.941.86
UBER
Uber Technologies, Inc.
1.211.881.231.204.38
PYPL
PayPal Holdings, Inc.
-0.57-0.590.92-0.24-1.01
ARM
Arm Holdings plc American Depositary Shares
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
-0.76-0.940.88-0.52-0.91
SCHD
Schwab US Dividend Equity ETF
1.171.741.200.993.63
DGRO
iShares Core Dividend Growth ETF
1.652.381.291.354.88
XOM
Exxon Mobil Corporation
0.901.411.160.971.96

Sharpe Ratio

There is not enough data available to calculate the Sharpe ratio for muhyatirimci. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Chart placeholderNot enough data

Dividends

Dividend yield

muhyatirimci granted a 1.47% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
muhyatirimci1.47%1.74%1.08%0.48%0.61%0.60%0.74%0.59%0.70%0.91%0.87%0.90%
TSLA
Tesla, 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%
NVDA
NVIDIA Corporation
0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.30%0.46%1.19%1.68%1.95%
ADBE
Adobe 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%
AAPL
Apple Inc
0.43%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%2.10%
UBER
Uber Technologies, 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%
PYPL
PayPal Holdings, 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%
ARM
Arm Holdings plc American Depositary Shares
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
15.68%19.59%8.71%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHD
Schwab US Dividend Equity ETF
3.49%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%2.47%
DGRO
iShares Core Dividend Growth ETF
2.30%2.45%2.34%1.93%2.30%2.21%2.44%2.03%2.27%2.52%0.97%0.00%
XOM
Exxon Mobil Corporation
3.24%3.68%3.22%5.70%8.44%4.92%4.74%3.66%3.30%3.69%2.92%2.43%

Drawdowns

Drawdowns Chart

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


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%FebruaryMarchAprilMayJuneJuly
-5.77%
-2.86%
muhyatirimci
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the muhyatirimci. 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 muhyatirimci was 12.75%, occurring on Apr 19, 2024. Recovery took 25 trading sessions.

The current muhyatirimci drawdown is 5.77%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-12.75%Mar 13, 202427Apr 19, 202425May 24, 202452
-12.74%Sep 15, 202331Oct 27, 202312Nov 14, 202343
-5.77%Jul 11, 20247Jul 19, 2024
-4.8%Feb 16, 20243Feb 21, 20241Feb 22, 20244
-4.56%Jun 20, 20243Jun 24, 20245Jul 1, 20248

Volatility

Volatility Chart

The current muhyatirimci volatility is 7.92%, 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%FebruaryMarchAprilMayJuneJuly
7.92%
2.76%
muhyatirimci
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.

XOMTLTWNVDAADBETSLAUBERAAPLPYPLARMSCHDDGRO
XOM1.00-0.02-0.17-0.090.03-0.04-0.090.14-0.010.410.40
TLTW-0.021.000.030.110.180.140.190.200.160.300.32
NVDA-0.170.031.000.390.190.330.300.070.460.030.14
ADBE-0.090.110.391.000.220.380.290.210.270.220.26
TSLA0.030.180.190.221.000.200.410.350.390.270.31
UBER-0.040.140.330.380.201.000.250.240.270.360.40
AAPL-0.090.190.300.290.410.251.000.200.320.240.33
PYPL0.140.200.070.210.350.240.201.000.340.490.47
ARM-0.010.160.460.270.390.270.320.341.000.280.34
SCHD0.410.300.030.220.270.360.240.490.281.000.94
DGRO0.400.320.140.260.310.400.330.470.340.941.00
The correlation results are calculated based on daily price changes starting from Sep 15, 2023