Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
ASML ASML Holding N.V. | Technology | 20% |
AVGO Broadcom Inc. | Technology | 15% |
GOOG Alphabet Inc | Communication Services | 25% |
NVDA NVIDIA Corporation | Technology | 25% |
TSM Taiwan Semiconductor Manufacturing Company Limited | Technology | 15% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Hm3 best so far?, 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 Every year.
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The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG
Returns By Period
As of Apr 9, 2026, the Hm3 best so far? returned 10.55% Year-To-Date and 45.38% of annualized return in the last 10 years.
| 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.62% | 0.64% | -0.30% | 1.33% | 25.06% | 18.43% | 10.57% | 12.82% |
Portfolio Hm3 best so far? | 0.96% | 3.17% | 10.55% | 19.52% | 96.01% | 66.30% | 41.85% | 45.38% |
| Portfolio components: | ||||||||
NVDA NVIDIA Corporation | 1.01% | -0.46% | -1.38% | -4.49% | 60.90% | 88.28% | 66.52% | 70.65% |
TSM Taiwan Semiconductor Manufacturing Company Limited | -0.11% | 5.60% | 20.61% | 22.54% | 133.02% | 62.49% | 26.45% | 33.80% |
ASML ASML Holding N.V. | 1.94% | 4.72% | 35.59% | 48.20% | 113.15% | 31.19% | 19.18% | 31.97% |
AVGO Broadcom Inc. | 1.22% | 3.82% | 2.76% | 3.28% | 93.24% | 80.56% | 51.90% | 40.22% |
GOOG Alphabet Inc | 0.52% | 3.08% | 0.89% | 30.80% | 97.11% | 43.94% | 22.78% | 24.10% |
Monthly Returns
Based on dividend-adjusted daily data since Apr 4, 2014, Hm3 best so far?'s average daily return is +0.16%, while the average monthly return is +3.23%. At this rate, your investment would double in approximately 1.8 years.
Historically, 69% of months were positive and 31% were negative. The best month was May 2023 with a return of +24.1%, while the worst month was Apr 2022 at -19.1%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.
On a daily basis, Hm3 best so far? closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +14.8%, while the worst single day was Mar 16, 2020 at -14.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.89% | -1.61% | -6.41% | 9.24% | 10.55% | ||||||||
| 2025 | 0.94% | -7.82% | -10.29% | 3.18% | 15.88% | 11.58% | 4.45% | 2.47% | 15.82% | 10.82% | 1.22% | -0.92% | 53.40% |
| 2024 | 11.36% | 13.13% | 7.90% | -1.84% | 13.57% | 11.60% | -5.03% | 0.02% | 0.84% | 2.81% | 0.52% | 8.17% | 81.08% |
| 2023 | 20.10% | 1.03% | 13.77% | -1.89% | 24.10% | 5.58% | 6.33% | 1.73% | -9.33% | -3.43% | 12.17% | 8.56% | 104.67% |
| 2022 | -10.23% | -2.69% | 4.69% | -19.06% | 1.69% | -13.33% | 12.70% | -10.18% | -14.59% | 3.65% | 20.82% | -9.13% | -35.81% |
| 2021 | 5.13% | 6.55% | 0.66% | 7.85% | 3.46% | 7.85% | 3.54% | 8.47% | -7.57% | 12.96% | 7.74% | -0.42% | 70.71% |
Benchmark Metrics
Hm3 best so far? has an annualized alpha of 25.62%, beta of 1.40, and R² of 0.63 versus S&P 500 Index. Calculated based on daily prices since April 04, 2014.
- This portfolio captured 233.74% of S&P 500 Index gains but only 94.97% of its losses — a favorable profile for investors.
- This portfolio generated an annualized alpha of 25.62% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Alpha
- 25.62%
- Beta
- 1.40
- R²
- 0.63
- Upside Capture
- 233.74%
- Downside Capture
- 94.97%
Expense Ratio
Hm3 best so far? 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.
Return for Risk
Risk / Return Rank
Hm3 best so far? ranks 93 for risk / return — in the top 93% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.43 | 1.84 | +1.59 |
Sortino ratioReturn per unit of downside risk | 3.96 | 2.53 | +1.43 |
Omega ratioGain probability vs. loss probability | 1.53 | 1.35 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 7.82 | 3.83 | +4.00 |
Martin ratioReturn relative to average drawdown | 32.28 | 16.98 | +15.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|---|
NVDA NVIDIA Corporation | 77 | 1.74 | 2.30 | 1.29 | 4.37 | 10.88 |
TSM Taiwan Semiconductor Manufacturing Company Limited | 95 | 3.80 | 4.24 | 1.53 | 8.44 | 30.94 |
ASML ASML Holding N.V. | 90 | 2.92 | 3.36 | 1.43 | 7.72 | 21.17 |
AVGO Broadcom Inc. | 82 | 2.17 | 2.81 | 1.36 | 4.61 | 11.12 |
GOOG Alphabet Inc | 93 | 3.47 | 4.35 | 1.55 | 5.43 | 20.14 |
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Dividends
Dividend yield
Hm3 best so far? provided a 0.44% dividend yield over the last twelve months.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.44% | 0.52% | 0.60% | 0.70% | 1.11% | 0.68% | 0.82% | 1.40% | 1.31% | 0.83% | 0.90% | 1.00% |
| Portfolio components: | ||||||||||||
NVDA NVIDIA Corporation | 0.02% | 0.02% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% |
TSM Taiwan Semiconductor Manufacturing Company Limited | 0.91% | 1.00% | 1.18% | 1.78% | 2.49% | 1.57% | 1.56% | 3.46% | 3.64% | 2.32% | 2.61% | 2.54% |
ASML ASML Holding N.V. | 0.65% | 0.97% | 0.97% | 0.86% | 1.27% | 0.50% | 0.50% | 1.40% | 0.94% | 0.64% | 0.92% | 0.73% |
AVGO Broadcom Inc. | 0.70% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
GOOG Alphabet Inc | 0.27% | 0.26% | 0.32% | 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 Hm3 best so far?. 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 Hm3 best so far? was 48.41%, occurring on Oct 14, 2022. Recovery took 153 trading sessions.
The current Hm3 best so far? drawdown is 3.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.41% | Nov 22, 2021 | 226 | Oct 14, 2022 | 153 | May 25, 2023 | 379 |
| -33.99% | Feb 20, 2020 | 20 | Mar 18, 2020 | 44 | May 20, 2020 | 64 |
| -30.52% | Jan 23, 2025 | 51 | Apr 4, 2025 | 55 | Jun 25, 2025 | 106 |
| -29.71% | Oct 2, 2018 | 58 | Dec 24, 2018 | 201 | Oct 11, 2019 | 259 |
| -23.3% | Jul 11, 2024 | 41 | Sep 6, 2024 | 70 | Dec 16, 2024 | 111 |
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 5 assets, with an effective number of assets of 4.76, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| Benchmark | GOOG | TSM | AVGO | ASML | NVDA | Portfolio | |
|---|---|---|---|---|---|---|---|
| Benchmark | 1.00 | 0.69 | 0.59 | 0.65 | 0.66 | 0.63 | 0.76 |
| GOOG | 0.69 | 1.00 | 0.46 | 0.47 | 0.50 | 0.51 | 0.69 |
| TSM | 0.59 | 0.46 | 1.00 | 0.59 | 0.64 | 0.59 | 0.76 |
| AVGO | 0.65 | 0.47 | 0.59 | 1.00 | 0.62 | 0.61 | 0.77 |
| ASML | 0.66 | 0.50 | 0.64 | 0.62 | 1.00 | 0.61 | 0.80 |
| NVDA | 0.63 | 0.51 | 0.59 | 0.61 | 0.61 | 1.00 | 0.88 |
| Portfolio | 0.76 | 0.69 | 0.76 | 0.77 | 0.80 | 0.88 | 1.00 |