PortfoliosLab Trends Portfolio
The PortfoliosLab Trends Portfolio is a dynamic and trend-reflecting investment portfolio, comprising the top 10 symbols on PortfoliosLab weighted by their popularity.
Designed to harness the wisdom of the crowd, it embraces the notion that the aggregate decisions made by a large group of investors could potentially lead to high-performing selections. Thus, the more popular a symbol is, the more weight it carries in the portfolio.
Please note that as trends evolve, so does this portfolio. Its composition will continually change, reflecting the fluctuations in the popularity of various symbols.
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AMZN Amazon.com, Inc. | Consumer Cyclical | 10% |
BRK-B Berkshire Hathaway Inc. | Financial Services | 10% |
FSMDX Fidelity Mid Cap Index Fund | Mid Cap Blend Equities | 10% |
FSSNX Fidelity Small Cap Index Fund | Small Cap Blend Equities | 10% |
FXAIX Fidelity 500 Index Fund | Large Cap Blend Equities | 10% |
MA Mastercard Inc | Financial Services | 10% |
MSFT Microsoft Corporation | Technology | 10% |
NVDA NVIDIA Corporation | Technology | 10% |
QQQ Invesco QQQ | Large Cap Blend Equities | 10% |
V Visa Inc. | Financial Services | 10% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in PortfoliosLab Trends Portfolio, 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 Sep 14, 2011, corresponding to the inception date of FSSNX
Returns By Period
As of Nov 13, 2024, the PortfoliosLab Trends Portfolio returned 38.75% Year-To-Date and 24.51% 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 | 25.45% | 2.91% | 14.05% | 35.64% | 14.13% | 11.39% |
| PortfoliosLab Trends Portfolio | 38.75% | 5.19% | 16.54% | 46.26% | 24.98% | 24.51% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 13.11% | 0.93% | 0.17% | 15.11% | 24.29% | 25.94% |
NVDA NVIDIA Corporation | 199.51% | 7.40% | 56.73% | 198.72% | 96.89% | 77.92% |
AMZN Amazon.com, Inc. | 37.50% | 11.39% | 12.32% | 43.29% | 19.24% | 29.06% |
QQQ Invesco QQQ | 25.79% | 3.10% | 13.59% | 34.02% | 21.26% | 18.39% |
FSSNX Fidelity Small Cap Index Fund | 19.45% | 6.45% | 14.20% | 34.95% | 10.01% | 9.16% |
FSMDX Fidelity Mid Cap Index Fund | 20.68% | 3.70% | 11.87% | 33.37% | 10.51% | 9.34% |
FXAIX Fidelity 500 Index Fund | 26.92% | 2.20% | 13.46% | 34.97% | 15.79% | 13.30% |
BRK-B Berkshire Hathaway Inc. | 30.74% | 1.37% | 12.97% | 31.63% | 16.31% | 12.38% |
V Visa Inc. | 19.92% | 10.60% | 10.71% | 26.44% | 12.35% | 18.29% |
MA Mastercard Inc | 24.79% | 4.44% | 15.86% | 33.84% | 14.21% | 21.00% |
Monthly Returns
The table below presents the monthly returns of PortfoliosLab Trends Portfolio, 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 | 4.86% | 8.87% | 3.80% | -5.13% | 5.87% | 3.42% | 1.41% | 1.92% | 1.40% | 0.47% | 38.75% | ||
| 2023 | 11.33% | -0.28% | 6.49% | 2.26% | 5.06% | 7.44% | 3.27% | 0.59% | -5.83% | -1.55% | 10.10% | 4.19% | 50.76% |
| 2022 | -4.87% | -1.76% | 4.44% | -11.61% | -0.95% | -10.26% | 12.82% | -6.57% | -10.71% | 7.64% | 7.33% | -6.82% | -22.31% |
| 2021 | -1.84% | 4.29% | 1.58% | 7.54% | -0.17% | 5.34% | 1.30% | 2.17% | -4.48% | 6.61% | 1.39% | 2.03% | 28.22% |
| 2020 | 2.70% | -5.25% | -9.77% | 13.47% | 6.48% | 3.91% | 6.18% | 11.25% | -4.22% | -4.66% | 11.73% | 3.74% | 37.81% |
| 2019 | 7.91% | 4.00% | 4.51% | 5.76% | -7.72% | 8.24% | 1.09% | -1.08% | 0.27% | 3.95% | 4.36% | 3.36% | 39.32% |
| 2018 | 11.16% | -1.01% | -2.45% | 1.43% | 4.77% | 0.32% | 3.64% | 7.25% | 0.70% | -11.05% | 0.73% | -9.45% | 3.92% |
| 2017 | 3.59% | 2.37% | 1.67% | 1.50% | 6.13% | -0.18% | 4.30% | 1.99% | 2.28% | 6.40% | 2.32% | 0.30% | 37.74% |
| 2016 | -6.61% | -0.78% | 7.95% | 0.72% | 5.60% | -1.64% | 7.28% | 2.39% | 2.96% | -0.40% | 4.61% | 3.66% | 27.85% |
| 2015 | -2.42% | 7.48% | -2.62% | 4.19% | 1.31% | -2.45% | 5.63% | -3.92% | -0.83% | 11.39% | 2.79% | -0.76% | 20.27% |
| 2014 | -3.95% | 5.28% | -0.55% | -1.62% | 2.75% | 1.01% | -1.47% | 5.69% | -2.07% | 4.47% | 4.83% | -1.10% | 13.41% |
| 2013 | 4.74% | 1.56% | 3.44% | 2.72% | 4.65% | -0.48% | 3.46% | -1.47% | 5.84% | 4.70% | 4.39% | 3.46% | 43.61% |
Expense Ratio
PortfoliosLab Trends Portfolio 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of PortfoliosLab Trends Portfolio is 87, placing it in the top 13% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined 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 | |
|---|---|---|---|---|---|
MSFT Microsoft Corporation | 0.78 | 1.12 | 1.15 | 0.99 | 2.42 |
NVDA NVIDIA Corporation | 4.00 | 3.97 | 1.51 | 7.65 | 24.12 |
AMZN Amazon.com, Inc. | 1.69 | 2.35 | 1.30 | 1.93 | 7.75 |
QQQ Invesco QQQ | 2.11 | 2.78 | 1.38 | 2.69 | 9.81 |
FSSNX Fidelity Small Cap Index Fund | 1.97 | 2.82 | 1.34 | 1.52 | 11.38 |
FSMDX Fidelity Mid Cap Index Fund | 2.78 | 3.85 | 1.48 | 1.95 | 16.35 |
FXAIX Fidelity 500 Index Fund | 3.05 | 4.06 | 1.57 | 4.44 | 20.09 |
BRK-B Berkshire Hathaway Inc. | 2.30 | 3.22 | 1.41 | 4.35 | 11.41 |
V Visa Inc. | 1.66 | 2.21 | 1.32 | 2.19 | 5.57 |
MA Mastercard Inc | 2.23 | 2.93 | 1.41 | 2.95 | 7.37 |
Dividends
Dividend yield
PortfoliosLab Trends Portfolio provided a 0.57% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.57% | 0.69% | 0.78% | 0.59% | 0.65% | 0.79% | 0.95% | 0.85% | 1.00% | 1.35% | 1.80% | 1.38% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.71% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% | 1.94% |
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% |
QQQ Invesco QQQ | 0.59% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
FSSNX Fidelity Small Cap Index Fund | 1.03% | 1.43% | 1.26% | 1.26% | 0.94% | 1.32% | 1.33% | 1.15% | 1.24% | 2.80% | 4.80% | 2.82% |
FSMDX Fidelity Mid Cap Index Fund | 0.94% | 1.39% | 1.59% | 1.10% | 1.37% | 1.42% | 1.85% | 1.32% | 1.35% | 2.29% | 3.82% | 2.74% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
BRK-B Berkshire Hathaway 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% |
V Visa Inc. | 0.69% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% | 0.62% |
MA Mastercard Inc | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% | 0.25% |
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 PortfoliosLab Trends Portfolio. 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 PortfoliosLab Trends Portfolio was 31.94%, occurring on Mar 23, 2020. Recovery took 72 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.94% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -29.65% | Nov 22, 2021 | 226 | Oct 14, 2022 | 158 | Jun 2, 2023 | 384 |
| -25% | Oct 2, 2018 | 58 | Dec 24, 2018 | 86 | Apr 30, 2019 | 144 |
| -16.42% | Dec 7, 2015 | 43 | Feb 8, 2016 | 47 | Apr 15, 2016 | 90 |
| -11.53% | Aug 18, 2015 | 6 | Aug 25, 2015 | 36 | Oct 15, 2015 | 42 |
Volatility
Volatility Chart
The current PortfoliosLab Trends Portfolio volatility is 5.17%, 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
| NVDA | BRK-B | AMZN | V | MSFT | MA | FSSNX | FSMDX | QQQ | FXAIX | |
|---|---|---|---|---|---|---|---|---|---|---|
| NVDA | 1.00 | 0.33 | 0.51 | 0.42 | 0.56 | 0.44 | 0.50 | 0.55 | 0.70 | 0.60 |
| BRK-B | 0.33 | 1.00 | 0.36 | 0.54 | 0.43 | 0.54 | 0.63 | 0.69 | 0.54 | 0.72 |
| AMZN | 0.51 | 0.36 | 1.00 | 0.48 | 0.59 | 0.50 | 0.49 | 0.54 | 0.74 | 0.63 |
| V | 0.42 | 0.54 | 0.48 | 1.00 | 0.53 | 0.83 | 0.55 | 0.63 | 0.63 | 0.68 |
| MSFT | 0.56 | 0.43 | 0.59 | 0.53 | 1.00 | 0.55 | 0.51 | 0.59 | 0.79 | 0.72 |
| MA | 0.44 | 0.54 | 0.50 | 0.83 | 0.55 | 1.00 | 0.58 | 0.65 | 0.65 | 0.70 |
| FSSNX | 0.50 | 0.63 | 0.49 | 0.55 | 0.51 | 0.58 | 1.00 | 0.93 | 0.72 | 0.83 |
| FSMDX | 0.55 | 0.69 | 0.54 | 0.63 | 0.59 | 0.65 | 0.93 | 1.00 | 0.79 | 0.92 |
| QQQ | 0.70 | 0.54 | 0.74 | 0.63 | 0.79 | 0.65 | 0.72 | 0.79 | 1.00 | 0.90 |
| FXAIX | 0.60 | 0.72 | 0.63 | 0.68 | 0.72 | 0.70 | 0.83 | 0.92 | 0.90 | 1.00 |