(1) STOCK MARKET LEADERS BCH 1 ( BIG 9)
STRATEGY : 1 BUY MID MONTH MID TRADING SESSION 2..REBALANCE 10 Y > SMH SHARPE >2 USE SAME NAME WATCHLIST 3.NO TRADING NO STOP LOSS 4.DOUBLE ON FEAR & GREED INDEX BELOW 30
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AAPL Apple Inc | Technology | 11.11% |
AMD Advanced Micro Devices, Inc. | Technology | 11.11% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 11.11% |
AVGO Broadcom Inc. | Technology | 11.11% |
GOOGL Alphabet Inc. | Communication Services | 11.11% |
META Meta Platforms, Inc. | Communication Services | 11.11% |
MSFT Microsoft Corporation | Technology | 11.11% |
NVDA NVIDIA Corporation | Technology | 11.11% |
TSLA Tesla, Inc. | Consumer Cyclical | 11.11% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in (1) STOCK MARKET LEADERS BCH 1 ( BIG 9), 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 May 18, 2012, corresponding to the inception date of META
Returns By Period
As of Sep 19, 2024, the (1) STOCK MARKET LEADERS BCH 1 ( BIG 9) returned 32.47% Year-To-Date and 39.23% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 17.79% | 0.18% | 7.53% | 26.42% | 13.48% | 10.85% |
| (1) STOCK MARKET LEADERS BCH 1 ( BIG 9) | 32.47% | -1.93% | 12.10% | 51.91% | 45.27% | 39.23% |
| Portfolio components: | ||||||
AAPL Apple Inc | 15.06% | -2.30% | 23.83% | 23.87% | 33.27% | 25.74% |
MSFT Microsoft Corporation | 15.19% | 2.20% | 1.68% | 32.07% | 26.53% | 26.68% |
GOOGL Alphabet Inc. | 14.69% | -3.99% | 7.71% | 16.06% | 21.16% | 18.16% |
NVDA NVIDIA Corporation | 128.98% | -12.78% | 25.47% | 160.58% | 92.73% | 73.75% |
AMD Advanced Micro Devices, Inc. | 0.60% | -4.50% | -17.49% | 45.94% | 37.72% | 44.30% |
TSLA Tesla, Inc. | -8.56% | 2.01% | 29.34% | -14.75% | 70.13% | 29.43% |
AMZN Amazon.com, Inc. | 22.70% | 4.61% | 4.65% | 35.46% | 15.79% | 27.44% |
AVGO Broadcom Inc. | 45.91% | -3.60% | 27.10% | 93.73% | 45.89% | 37.82% |
META Meta Platforms, Inc. | 52.44% | 1.74% | 6.62% | 76.87% | 23.28% | 21.39% |
Monthly Returns
The table below presents the monthly returns of (1) STOCK MARKET LEADERS BCH 1 ( BIG 9), 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 | 3.74% | 12.12% | 1.25% | -3.22% | 7.32% | 9.37% | -1.62% | 0.02% | 32.47% | ||||
| 2023 | 18.69% | 5.93% | 13.95% | -0.48% | 18.57% | 7.67% | 4.56% | -1.11% | -5.67% | -2.49% | 12.72% | 7.89% | 110.58% |
| 2022 | -10.39% | -4.54% | 5.96% | -17.32% | -0.57% | -13.00% | 16.27% | -7.03% | -13.25% | -3.78% | 10.25% | -11.05% | -42.64% |
| 2021 | 1.06% | -0.90% | 0.87% | 8.01% | -1.51% | 9.72% | 3.91% | 6.28% | -5.40% | 13.99% | 8.95% | -0.66% | 51.97% |
| 2020 | 9.17% | -3.08% | -8.30% | 20.69% | 7.04% | 9.67% | 15.77% | 22.94% | -7.92% | -3.55% | 13.57% | 5.68% | 108.52% |
| 2019 | 10.65% | 1.33% | 6.28% | 4.75% | -11.87% | 10.77% | 3.66% | -2.06% | 0.74% | 10.72% | 6.76% | 8.92% | 60.46% |
| 2018 | 13.64% | -2.25% | -8.41% | 3.15% | 9.76% | 3.34% | 1.83% | 11.30% | 3.15% | -11.09% | -1.57% | -7.06% | 13.18% |
| 2017 | 6.69% | 6.23% | 4.55% | 2.62% | 7.07% | -0.32% | 4.58% | 2.99% | -1.21% | 6.20% | 0.54% | -1.63% | 45.06% |
| 2016 | -8.77% | -2.01% | 13.25% | 0.75% | 10.46% | -0.07% | 12.94% | 2.57% | 1.96% | 0.65% | 3.60% | 8.82% | 50.88% |
| 2015 | -0.91% | 10.87% | -3.94% | 3.41% | 4.42% | -1.02% | 3.30% | -2.51% | 0.46% | 11.01% | 6.17% | 4.58% | 40.65% |
| 2014 | 1.15% | 11.38% | -3.38% | -0.27% | 4.20% | 4.03% | -1.49% | 9.05% | -2.70% | -2.00% | 4.76% | -3.36% | 22.03% |
| 2013 | 5.47% | -1.94% | 1.66% | 8.06% | 19.71% | 1.83% | 9.12% | 4.92% | 9.96% | 2.59% | 1.66% | 6.64% | 93.91% |
Expense Ratio
(1) STOCK MARKET LEADERS BCH 1 ( BIG 9) 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of (1) STOCK MARKET LEADERS BCH 1 ( BIG 9) is 46, 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 | |
|---|---|---|---|---|---|
AAPL Apple Inc | 1.08 | 1.66 | 1.21 | 1.44 | 3.39 |
MSFT Microsoft Corporation | 1.62 | 2.14 | 1.28 | 2.07 | 6.33 |
GOOGL Alphabet Inc. | 0.57 | 0.91 | 1.13 | 0.73 | 2.09 |
NVDA NVIDIA Corporation | 3.10 | 3.40 | 1.43 | 5.94 | 18.70 |
AMD Advanced Micro Devices, Inc. | 0.95 | 1.54 | 1.20 | 1.09 | 2.42 |
TSLA Tesla, Inc. | -0.27 | -0.04 | 1.00 | -0.23 | -0.62 |
AMZN Amazon.com, Inc. | 1.24 | 1.78 | 1.23 | 0.99 | 6.11 |
AVGO Broadcom Inc. | 2.06 | 2.68 | 1.35 | 3.71 | 11.49 |
META Meta Platforms, Inc. | 2.10 | 2.98 | 1.40 | 3.13 | 12.67 |
Dividends
Dividend yield
(1) STOCK MARKET LEADERS BCH 1 ( BIG 9) granted a 0.36% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (1) STOCK MARKET LEADERS BCH 1 ( BIG 9) | 0.36% | 0.33% | 0.54% | 0.38% | 0.52% | 0.67% | 0.78% | 0.61% | 0.69% | 0.73% | 0.78% | 0.92% |
| Portfolio components: | ||||||||||||
AAPL Apple Inc | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
MSFT Microsoft Corporation | 0.70% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
GOOGL Alphabet Inc. | 0.25% | 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% |
AMD Advanced Micro Devices, 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% |
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% |
AMZN Amazon.com, 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% |
AVGO Broadcom Inc. | 1.59% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% | 1.22% | 1.66% |
META Meta Platforms, Inc. | 0.28% | 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 (1) STOCK MARKET LEADERS BCH 1 ( BIG 9). 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 (1) STOCK MARKET LEADERS BCH 1 ( BIG 9) was 46.97%, occurring on Nov 3, 2022. Recovery took 152 trading sessions.
The current (1) STOCK MARKET LEADERS BCH 1 ( BIG 9) drawdown is 10.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.97% | Dec 28, 2021 | 216 | Nov 3, 2022 | 152 | Jun 14, 2023 | 368 |
| -35.88% | Feb 20, 2020 | 20 | Mar 18, 2020 | 53 | Jun 3, 2020 | 73 |
| -27% | Oct 2, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -21.32% | Dec 30, 2015 | 28 | Feb 9, 2016 | 36 | Apr 1, 2016 | 64 |
| -19.74% | Jul 11, 2024 | 20 | Aug 7, 2024 | — | — | — |
Volatility
Volatility Chart
The current (1) STOCK MARKET LEADERS BCH 1 ( BIG 9) volatility is 9.11%, 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
| TSLA | AMD | META | AAPL | AVGO | AMZN | NVDA | GOOGL | MSFT | |
|---|---|---|---|---|---|---|---|---|---|
| TSLA | 1.00 | 0.34 | 0.33 | 0.37 | 0.38 | 0.39 | 0.39 | 0.36 | 0.36 |
| AMD | 0.34 | 1.00 | 0.37 | 0.40 | 0.47 | 0.43 | 0.61 | 0.41 | 0.46 |
| META | 0.33 | 0.37 | 1.00 | 0.45 | 0.43 | 0.56 | 0.47 | 0.60 | 0.50 |
| AAPL | 0.37 | 0.40 | 0.45 | 1.00 | 0.52 | 0.50 | 0.48 | 0.54 | 0.56 |
| AVGO | 0.38 | 0.47 | 0.43 | 0.52 | 1.00 | 0.46 | 0.59 | 0.46 | 0.52 |
| AMZN | 0.39 | 0.43 | 0.56 | 0.50 | 0.46 | 1.00 | 0.51 | 0.65 | 0.60 |
| NVDA | 0.39 | 0.61 | 0.47 | 0.48 | 0.59 | 0.51 | 1.00 | 0.51 | 0.56 |
| GOOGL | 0.36 | 0.41 | 0.60 | 0.54 | 0.46 | 0.65 | 0.51 | 1.00 | 0.65 |
| MSFT | 0.36 | 0.46 | 0.50 | 0.56 | 0.52 | 0.60 | 0.56 | 0.65 | 1.00 |