Moochi v5

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

Moochi v5

Currency in USD · Last updated Jun 2, 2025

Asset Allocation

Position	Category/Sector	Target Weight
AMZN Amazon.com, Inc.	Consumer Cyclical	4%
AVGO Broadcom Inc.	Technology	4%
BTC-USD Bitcoin		10%
CEG Constellation Energy Corp	Utilities	4%
CVX Chevron Corporation	Energy	4%
GOOG Alphabet Inc	Communication Services	15%
IAU iShares Gold Trust	Precious Metals, Gold	10%
IONQ IonQ, Inc.	Technology	4%
MSFT Microsoft Corporation	Technology	4%
NVDA NVIDIA Corporation	Technology	4%
PLTR Palantir Technologies Inc.	Technology	4%
SCHD Schwab US Dividend Equity ETF	Large Cap Growth Equities, Dividend	10%
TSLA Tesla, Inc.	Consumer Cyclical	15%
TSM Taiwan Semiconductor Manufacturing Company Limited	Technology	4%
UBER Uber Technologies, Inc.	Technology	4%

Benchmark

S&P 500

Rebalance

Performance

Performance Chart

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The earliest data available for this chart is Feb 2, 2022, corresponding to the inception date of CEG

Returns By Period

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	0.92%	4.38%	-1.84%	12.48%	13.71%	10.99%
Moochi v5	14.11%	11.93%	19.19%	63.06%	N/A	N/A
Portfolio components:
MSFT Microsoft Corporation	10.02%	6.33%	7.60%	12.14%	21.07%	27.72%
TSLA Tesla, Inc.	-15.14%	19.32%	-4.03%	92.44%	42.24%	35.35%
GOOG Alphabet Inc	-10.44%	2.75%	-1.28%	-1.60%	18.97%	20.43%
SCHD Schwab US Dividend Equity ETF	-3.05%	0.73%	-8.88%	4.08%	11.62%	10.79%
CEG Constellation Energy Corp	40.56%	26.93%	25.99%	45.24%	N/A	N/A
NVDA NVIDIA Corporation	2.31%	19.98%	-0.89%	25.34%	73.50%	74.04%
AMZN Amazon.com, Inc.	-5.81%	8.77%	-1.93%	17.12%	10.77%	25.48%
BTC-USD Bitcoin	13.33%	10.42%	10.45%	56.28%	61.44%	85.04%
CVX Chevron Corporation	-2.61%	0.74%	-13.03%	-11.21%	12.05%	7.63%
TSM Taiwan Semiconductor Manufacturing Company Limited	-0.96%	8.68%	0.93%	30.79%	32.10%	27.19%
IONQ IonQ, Inc.	-2.87%	31.21%	26.54%	397.79%	N/A	N/A
PLTR Palantir Technologies Inc.	74.59%	6.24%	98.89%	509.04%	N/A	N/A
AVGO Broadcom Inc.	7.60%	22.13%	50.22%	89.49%	55.62%	36.45%
IAU iShares Gold Trust	28.80%	4.59%	28.08%	44.96%	14.47%	10.91%
UBER Uber Technologies, Inc.	38.66%	-0.76%	14.47%	29.55%	17.88%	N/A

*Annualized

Monthly Returns

The table below presents the monthly returns of Moochi v5, 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
2025	5.20%	-10.23%	-6.72%	10.92%	15.79%	0.85%							14.11%
2024	-0.27%	16.02%	5.21%	-3.12%	7.07%	4.42%	0.00%	0.05%	8.63%	4.62%	15.75%	4.04%	80.53%
2023	13.40%	-0.95%	8.13%	-2.31%	13.14%	8.28%	7.06%	-2.38%	-3.51%	-3.32%	11.69%	4.32%	65.12%
2022		-0.11%	6.81%	-14.50%	-5.23%	-11.74%	12.87%	-4.17%	-6.92%	1.85%	1.78%	-10.56%	-28.78%

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Expense Ratio

Moochi v5 has an expense ratio of 0.03%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

SCHD

Schwab US Dividend Equity ETF

IAU

iShares Gold Trust

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 88, Moochi v5 is among the top 12% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

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 ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
MSFT Microsoft Corporation	0.48	0.77	1.10	0.09	1.18
TSLA Tesla, Inc.	1.28	1.63	1.19	0.44	2.04
GOOG Alphabet Inc	-0.05	0.52	1.06	0.04	0.50
SCHD Schwab US Dividend Equity ETF	0.25	-0.42	0.94	0.43	-1.04
CEG Constellation Energy Corp	0.65	1.12	1.16	0.23	1.49
NVDA NVIDIA Corporation	0.43	1.01	1.13	0.23	1.74
AMZN Amazon.com, Inc.	0.50	0.66	1.08	0.06	0.74
BTC-USD Bitcoin	1.13	2.83	1.30	2.00	9.85
CVX Chevron Corporation	-0.45	-0.07	0.99	-0.37	-0.51
TSM Taiwan Semiconductor Manufacturing Company Limited	0.66	0.86	1.11	0.13	1.19
IONQ IonQ, Inc.	3.13	4.14	1.54	11.87	29.76
PLTR Palantir Technologies Inc.	7.00	4.83	1.64	9.17	32.17
AVGO Broadcom Inc.	1.42	1.91	1.26	0.76	4.48
IAU iShares Gold Trust	2.50	3.13	1.40	2.00	12.66
UBER Uber Technologies, Inc.	0.68	0.87	1.11	0.15	1.07

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.

Moochi v5 Sharpe ratios as of Jun 2, 2025 (values are recalculated daily):

1-Year: 1.81
All Time: 1.06

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 0.59 to 1.13, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of Moochi v5 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

Moochi v5 provided a 0.79% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	0.79%	0.73%	0.72%	0.76%	0.64%	0.79%	0.80%	0.82%	0.65%	0.71%	0.78%	0.70%
Portfolio components:
MSFT Microsoft Corporation	0.70%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%	2.48%
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%
GOOG Alphabet Inc	0.47%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SCHD Schwab US Dividend Equity ETF	3.96%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%	2.63%
CEG Constellation Energy Corp	0.47%	0.63%	0.97%	0.65%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%	1.70%
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%
BTC-USD Bitcoin	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CVX Chevron Corporation	4.85%	4.50%	4.05%	3.16%	4.52%	6.11%	3.95%	4.12%	3.45%	3.64%	4.76%	3.75%
TSM Taiwan Semiconductor Manufacturing Company Limited	1.27%	1.18%	1.78%	2.48%	1.56%	1.58%	3.49%	3.55%	2.32%	2.61%	2.54%	1.79%
IONQ IonQ, 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%
PLTR Palantir 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%
AVGO Broadcom Inc.	0.90%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%	1.22%
IAU iShares Gold Trust	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
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%

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 Moochi v5. 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 Moochi v5 was 36.51%, occurring on Dec 28, 2022. Recovery took 215 trading sessions.

The current Moochi v5 drawdown is 1.20%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-36.51%	Apr 5, 2022	268	Dec 28, 2022	215	Jul 31, 2023	483
-27.93%	Feb 19, 2025	47	Apr 6, 2025	40	May 16, 2025	87
-15.55%	Jul 11, 2024	26	Aug 5, 2024	46	Sep 20, 2024	72
-10.34%	Feb 10, 2022	14	Feb 23, 2022	27	Mar 22, 2022	41
-9.49%	Aug 1, 2023	88	Oct 27, 2023	18	Nov 14, 2023	106

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 15 assets, with an effective number of assets of 10.99, 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.

	^GSPC	IAU	CVX	BTC-USD	CEG	UBER	SCHD	IONQ	TSLA	TSM	GOOG	PLTR	AVGO	AMZN	MSFT	NVDA	Portfolio
^GSPC	1.00	0.10	0.31	0.36	0.49	0.56	0.76	0.52	0.60	0.65	0.71	0.64	0.72	0.74	0.79	0.72	0.84
IAU	0.10	1.00	0.17	0.11	0.13	0.08	0.11	0.10	0.03	0.09	0.10	0.09	0.10	0.09	0.05	0.08	0.16
CVX	0.31	0.17	1.00	0.09	0.24	0.10	0.47	0.13	0.08	0.16	0.11	0.12	0.15	0.08	0.09	0.09	0.17
BTC-USD	0.36	0.11	0.09	1.00	0.19	0.23	0.25	0.28	0.28	0.24	0.27	0.28	0.23	0.27	0.22	0.25	0.55
CEG	0.49	0.13	0.24	0.19	1.00	0.23	0.33	0.32	0.28	0.35	0.28	0.34	0.38	0.30	0.29	0.36	0.51
UBER	0.56	0.08	0.10	0.23	0.23	1.00	0.35	0.39	0.37	0.38	0.40	0.48	0.38	0.47	0.42	0.43	0.52
SCHD	0.76	0.11	0.47	0.25	0.33	0.35	1.00	0.33	0.32	0.36	0.34	0.37	0.40	0.35	0.39	0.31	0.44
IONQ	0.52	0.10	0.13	0.28	0.32	0.39	0.33	1.00	0.45	0.37	0.38	0.56	0.39	0.47	0.39	0.39	0.62
TSLA	0.60	0.03	0.08	0.28	0.28	0.37	0.32	0.45	1.00	0.41	0.44	0.50	0.45	0.46	0.45	0.45	0.66
TSM	0.65	0.09	0.16	0.24	0.35	0.38	0.36	0.37	0.41	1.00	0.43	0.46	0.63	0.46	0.53	0.66	0.63
GOOG	0.71	0.10	0.11	0.27	0.28	0.40	0.34	0.38	0.44	0.43	1.00	0.45	0.47	0.65	0.66	0.50	0.63
PLTR	0.64	0.09	0.12	0.28	0.34	0.48	0.37	0.56	0.50	0.46	0.45	1.00	0.48	0.52	0.49	0.52	0.71
AVGO	0.72	0.10	0.15	0.23	0.38	0.38	0.40	0.39	0.45	0.63	0.47	0.48	1.00	0.51	0.58	0.66	0.65
AMZN	0.74	0.09	0.08	0.27	0.30	0.47	0.35	0.47	0.46	0.46	0.65	0.52	0.51	1.00	0.67	0.58	0.65
MSFT	0.79	0.05	0.09	0.22	0.29	0.42	0.39	0.39	0.45	0.53	0.66	0.49	0.58	0.67	1.00	0.61	0.64
NVDA	0.72	0.08	0.09	0.25	0.36	0.43	0.31	0.39	0.45	0.66	0.50	0.52	0.66	0.58	0.61	1.00	0.70
Portfolio	0.84	0.16	0.17	0.55	0.51	0.52	0.44	0.62	0.66	0.63	0.63	0.71	0.65	0.65	0.64	0.70	1.00

The correlation results are calculated based on daily price changes starting from Feb 3, 2022

Go to the full Correlations tool for more customization options

Performance Analysis

Risk Analysis

Optimization

Factor Model

Moochi v5

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

Community