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Bubu
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


F 8.33%SEVN 8.33%VICI 8.33%BCE 8.33%T 8.33%VZ 8.33%BMY 8.33%JNPR 8.33%DHT 8.33%STLA 8.33%WBA 8.33%JNJ 8.33%EquityEquity
PositionCategory/SectorTarget Weight
BCE
BCE Inc.
Communication Services
8.33%
BMY
Bristol-Myers Squibb Company
Healthcare
8.33%
DHT
DHT Holdings, Inc.
Energy
8.33%
F
Ford Motor Company
Consumer Cyclical
8.33%
JNJ
Johnson & Johnson
Healthcare
8.33%
JNPR
Juniper Networks, Inc.
Technology
8.33%
SEVN
Seven Hills Realty Trust
Real Estate
8.33%
STLA
Stellantis N.V.
Consumer Cyclical
8.33%
T
AT&T Inc.
Communication Services
8.33%
VICI
VICI Properties Inc.
Real Estate
8.33%
VZ
Verizon Communications Inc.
Communication Services
8.33%
WBA
Walgreens Boots Alliance, Inc.
Healthcare
8.33%

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Bubu, 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 3 months.


10.00%20.00%30.00%40.00%50.00%60.00%NovemberDecember2025FebruaryMarchApril
14.60%
29.36%
Bubu
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Jan 20, 2021, corresponding to the inception date of STLA

Returns By Period


YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500
-15.28%-13.65%-13.36%-4.22%12.35%9.04%
Bubu-2.80%-10.70%-10.10%-11.27%N/AN/A
F
Ford Motor Company
-9.35%-12.22%-13.29%-30.28%15.52%-0.73%
SEVN
Seven Hills Realty Trust
-13.96%-12.59%-17.36%-6.17%N/AN/A
VICI
VICI Properties Inc.
2.05%-8.70%-6.46%4.90%17.37%N/A
BCE
BCE Inc.
-7.32%-13.37%-34.05%-29.62%-6.46%-1.42%
T
AT&T Inc.
17.40%-2.69%23.85%61.91%9.21%6.73%
VZ
Verizon Communications Inc.
7.38%-8.45%-0.91%7.93%-0.73%3.50%
BMY
Bristol-Myers Squibb Company
-4.11%-12.19%3.35%8.96%1.59%1.25%
JNPR
Juniper Networks, Inc.
-8.85%-5.91%-11.41%-6.39%12.58%6.25%
DHT
DHT Holdings, Inc.
6.02%-9.77%-15.44%-8.19%18.14%10.41%
STLA
Stellantis N.V.
-34.64%-32.99%-35.18%-66.15%N/AN/A
WBA
Walgreens Boots Alliance, Inc.
13.50%-7.02%20.17%-40.88%-20.73%-16.36%
JNJ
Johnson & Johnson
4.55%-10.01%-4.56%2.13%4.11%6.86%
*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.82%2.09%0.80%-9.89%-2.80%
20243.65%1.25%3.32%-6.71%2.53%-1.81%1.13%1.96%-0.18%-2.63%-0.79%-4.02%-2.82%
20235.23%2.17%0.12%-2.50%-7.09%7.10%0.23%-2.26%-0.91%-2.42%4.00%6.11%9.17%
20220.06%-1.40%0.54%-4.20%3.03%-5.75%4.50%-2.22%-9.16%11.90%7.67%-7.30%-4.34%
2021-2.73%2.96%5.81%0.92%4.75%0.42%-2.02%0.21%-2.28%3.26%-3.56%8.09%16.18%

Expense Ratio

Bubu 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.


The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Bubu is 3, meaning it’s performing worse than 97% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of Bubu is 33
Overall Rank
The Sharpe Ratio Rank of Bubu is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of Bubu is 33
Sortino Ratio Rank
The Omega Ratio Rank of Bubu is 33
Omega Ratio Rank
The Calmar Ratio Rank of Bubu is 11
Calmar Ratio Rank
The Martin Ratio Rank of Bubu is 33
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.


Sharpe ratio
The chart of Sharpe ratio for Portfolio, currently valued at -0.85, compared to the broader market-4.00-2.000.002.00
Portfolio: -0.85
^GSPC: -0.27
The chart of Sortino ratio for Portfolio, currently valued at -1.05, compared to the broader market-6.00-4.00-2.000.002.00
Portfolio: -1.05
^GSPC: -0.24
The chart of Omega ratio for Portfolio, currently valued at 0.87, compared to the broader market0.400.600.801.001.201.40
Portfolio: 0.87
^GSPC: 0.97
The chart of Calmar ratio for Portfolio, currently valued at -0.87, compared to the broader market0.001.002.003.004.00
Portfolio: -0.87
^GSPC: -0.23
The chart of Martin ratio for Portfolio, currently valued at -2.52, compared to the broader market0.005.0010.0015.00
Portfolio: -2.52
^GSPC: -1.14

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
F
Ford Motor Company
-0.80-0.920.87-0.52-1.27
SEVN
Seven Hills Realty Trust
-0.21-0.100.99-0.28-0.97
VICI
VICI Properties Inc.
0.310.551.070.370.99
BCE
BCE Inc.
-1.31-1.740.77-0.54-1.52
T
AT&T Inc.
2.693.361.482.9822.55
VZ
Verizon Communications Inc.
0.310.551.080.311.28
BMY
Bristol-Myers Squibb Company
0.280.651.080.180.87
JNPR
Juniper Networks, Inc.
-0.45-0.480.92-0.50-1.25
DHT
DHT Holdings, Inc.
-0.27-0.160.98-0.37-0.83
STLA
Stellantis N.V.
-1.65-2.880.64-0.95-1.65
WBA
Walgreens Boots Alliance, Inc.
-0.64-0.800.90-0.50-1.02
JNJ
Johnson & Johnson
0.080.241.030.090.26

The current Bubu Sharpe ratio is -0.76. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from -0.27 to 0.31, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests that it may not be performing as well in terms of risk-adjusted returns compared to many other portfolios. The lower performance could be due to either lower returns, higher volatility, or a combination of both. This might indicate that the portfolio requires some fine-tuning. You can use the Portfolio Optimization tool to find an allocation that maximizes the Sharpe ratio.

Use the chart below to compare the Sharpe ratio of Bubu with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.85
-0.27
Bubu
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

Bubu provided a 8.19% dividend yield over the last twelve months.


TTM20242023202220212020201920182017201620152014
Portfolio8.19%7.72%6.90%5.17%3.66%5.50%3.25%3.74%2.77%3.80%2.86%2.24%
F
Ford Motor Company
8.63%7.88%10.25%4.30%0.48%1.71%6.45%9.54%5.20%7.01%4.26%3.23%
SEVN
Seven Hills Realty Trust
12.76%10.70%10.82%11.00%4.34%1.89%0.00%0.00%0.00%0.00%0.00%0.00%
VICI
VICI Properties Inc.
5.83%5.81%5.05%4.63%4.58%4.93%4.59%5.32%0.00%0.00%0.00%0.00%
BCE
BCE Inc.
13.76%12.58%7.28%6.43%5.33%5.76%5.16%5.84%4.63%4.83%5.19%4.84%
T
AT&T Inc.
4.21%4.87%6.62%6.66%8.45%7.23%5.22%7.01%5.04%4.51%5.46%5.48%
VZ
Verizon Communications Inc.
6.37%6.68%6.96%6.53%4.86%4.21%3.95%4.22%4.39%4.26%4.79%4.57%
BMY
Bristol-Myers Squibb Company
4.60%4.24%4.44%3.00%2.36%3.69%2.55%3.08%2.55%1.95%2.17%2.46%
JNPR
Juniper Networks, Inc.
2.59%2.35%2.99%2.63%2.24%3.55%3.09%2.68%1.40%1.42%1.45%0.90%
DHT
DHT Holdings, Inc.
9.79%10.76%11.72%1.35%2.50%25.81%2.42%2.04%5.57%17.15%6.55%1.09%
STLA
Stellantis N.V.
19.37%12.66%6.32%7.90%2.66%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WBA
Walgreens Boots Alliance, Inc.
7.08%10.72%7.35%5.13%3.63%4.64%3.05%2.46%2.13%1.78%1.64%1.71%
JNJ
Johnson & Johnson
3.31%3.40%3.00%2.52%2.45%2.53%2.57%2.74%2.38%2.73%2.87%2.64%

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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-12.88%
-18.90%
Bubu
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Bubu. 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 Bubu was 19.98%, occurring on Oct 10, 2022. Recovery took 311 trading sessions.

The current Bubu drawdown is 12.97%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-19.98%Jan 18, 2022184Oct 10, 2022311Jan 5, 2024495
-12.88%Apr 1, 2024257Apr 8, 2025
-7.78%Jun 14, 202170Sep 21, 202167Dec 27, 2021137
-3.19%Mar 16, 20217Mar 24, 20217Apr 5, 202114
-2.91%Jan 27, 20213Jan 29, 20215Feb 5, 20218

Volatility

Volatility Chart

The current Bubu volatility is 6.04%, 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%NovemberDecember2025FebruaryMarchApril
6.04%
9.03%
Bubu
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.

DHTSEVNBMYJNPRJNJVZWBASTLAFTVICIBCE
DHT1.000.120.060.15-0.010.050.160.200.210.080.120.13
SEVN0.121.000.080.110.070.040.140.210.250.110.250.17
BMY0.060.081.000.180.470.300.270.180.140.290.270.30
JNPR0.150.110.181.000.230.190.310.360.360.250.340.29
JNJ-0.010.070.470.231.000.400.320.180.140.350.280.38
VZ0.050.040.300.190.401.000.260.170.180.680.280.43
WBA0.160.140.270.310.320.261.000.320.380.310.340.32
STLA0.200.210.180.360.180.170.321.000.600.270.380.33
F0.210.250.140.360.140.180.380.601.000.270.420.30
T0.080.110.290.250.350.680.310.270.271.000.330.43
VICI0.120.250.270.340.280.280.340.380.420.331.000.40
BCE0.130.170.300.290.380.430.320.330.300.430.401.00
The correlation results are calculated based on daily price changes starting from Jan 21, 2021
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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