Swing Trades
Not long term investments
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
GC=F Gold | 48.30% | |
GOLD Barrick Gold Corporation | Basic Materials | 0.80% |
PFE Pfizer Inc. | Healthcare | 3.30% |
T AT&T Inc. | Communication Services | 1.80% |
TELIA1.HE Telia Company AB (publ) | Communication Services | 3.80% |
WBA Walgreens Boots Alliance, Inc. | Healthcare | 42% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Swing Trades, 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.
The earliest data available for this chart is Aug 13, 2012, corresponding to the inception date of PFE
Returns By Period
As of May 9, 2025, the Swing Trades returned 22.47% Year-To-Date and 0.08% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 3.72% | -5.60% | 8.55% | 14.11% | 10.45% |
| Swing Trades | 22.88% | 6.74% | 24.46% | 10.54% | 0.59% | 0.02% |
| Portfolio components: | ||||||
WBA Walgreens Boots Alliance, Inc. | 20.26% | 4.08% | 27.46% | -30.43% | -16.92% | -13.39% |
TELIA1.HE Telia Company AB (publ) | 36.00% | 14.28% | 33.30% | 68.13% | 7.54% | 0.66% |
GC=F Gold | 26.62% | 8.92% | 23.87% | 42.75% | 12.71% | 9.24% |
T AT&T Inc. | 25.17% | 6.29% | 27.58% | 70.55% | 10.75% | 7.46% |
PFE Pfizer Inc. | -13.00% | 0.96% | -13.62% | -15.65% | -4.02% | 0.43% |
GOLD Barrick Gold Corporation | 22.37% | 0.32% | 3.67% | 13.22% | -4.10% | 5.15% |
Monthly Returns
The table below presents the monthly returns of Swing Trades, 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 | 8.07% | 2.81% | 7.19% | 2.10% | 1.06% | 22.88% | |||||||
| 2024 | -6.05% | -2.33% | 5.91% | -6.77% | -0.89% | -8.62% | 2.14% | -6.56% | 2.33% | 3.85% | -2.36% | 0.70% | -18.17% |
| 2023 | 2.29% | -4.08% | 3.23% | 0.91% | -6.41% | -4.00% | 2.34% | -6.39% | -6.62% | 0.64% | 0.95% | 12.96% | -5.72% |
| 2022 | -2.99% | -0.30% | -0.07% | -2.23% | 0.44% | -7.32% | 0.49% | -7.00% | -5.97% | 6.37% | 10.23% | -3.09% | -12.16% |
| 2021 | 10.04% | -5.19% | 7.49% | 0.07% | 3.98% | -3.47% | -2.92% | 3.37% | -5.05% | 0.98% | -1.54% | 8.63% | 15.90% |
| 2020 | -3.95% | -4.85% | -0.15% | 2.24% | 1.31% | 0.46% | 4.93% | -2.66% | -3.63% | -3.26% | 3.52% | 4.98% | -1.74% |
| 2019 | 3.79% | -0.54% | -5.47% | -7.01% | -1.56% | 7.86% | 0.84% | 1.45% | 1.71% | 0.76% | 2.53% | 1.43% | 5.03% |
| 2018 | 3.23% | -4.63% | -1.71% | 0.14% | -2.94% | -3.16% | 4.35% | 0.34% | 2.63% | 5.90% | 2.69% | -6.77% | -0.77% |
| 2017 | 2.12% | 4.44% | -1.48% | 1.67% | -1.72% | -2.29% | 2.64% | 2.74% | -3.54% | -6.68% | 4.03% | 1.40% | 2.72% |
| 2016 | -0.11% | 5.55% | 2.54% | 0.71% | -3.78% | 8.61% | -1.34% | -1.03% | 0.05% | -0.64% | -3.16% | -1.34% | 5.51% |
| 2015 | 2.44% | 3.20% | 0.59% | -1.86% | 2.00% | -1.63% | 3.13% | -3.66% | -3.08% | 2.34% | -3.60% | 0.44% | -0.09% |
| 2014 | 1.05% | 11.45% | -2.79% | 1.37% | 1.26% | 4.36% | -4.15% | -4.97% | -4.09% | 1.63% | 3.81% | 4.84% | 13.33% |
Expense Ratio
Swing Trades 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Swing Trades is 26, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
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 | |
|---|---|---|---|---|---|
WBA Walgreens Boots Alliance, Inc. | -0.47 | -0.33 | 0.96 | -0.31 | -0.80 |
TELIA1.HE Telia Company AB (publ) | 2.83 | 3.00 | 1.44 | 1.16 | 6.12 |
GC=F Gold | 2.26 | 3.14 | 1.44 | 5.42 | 15.31 |
T AT&T Inc. | 2.91 | 3.32 | 1.50 | 3.68 | 20.82 |
PFE Pfizer Inc. | -0.64 | -0.95 | 0.89 | -0.29 | -1.26 |
GOLD Barrick Gold Corporation | 0.37 | 0.74 | 1.09 | 0.22 | 0.93 |
Dividends
Dividend yield
Swing Trades provided a 3.30% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 3.30% | 5.07% | 3.63% | 2.73% | 2.05% | 2.52% | 1.75% | 1.52% | 1.35% | 1.29% | 1.21% | 1.21% |
| Portfolio components: | ||||||||||||
WBA Walgreens Boots Alliance, Inc. | 6.68% | 10.72% | 7.35% | 5.13% | 3.63% | 4.64% | 3.05% | 2.46% | 2.13% | 1.78% | 1.64% | 1.71% |
TELIA1.HE Telia Company AB (publ) | 3.98% | 6.52% | 5.62% | 8.05% | 5.75% | 6.87% | 5.78% | 5.46% | 5.59% | 8.30% | 7.01% | 6.28% |
GC=F Gold | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
T AT&T Inc. | 3.99% | 4.88% | 6.63% | 7.35% | 11.19% | 9.58% | 6.91% | 9.28% | 6.67% | 5.98% | 7.23% | 7.25% |
PFE Pfizer Inc. | 7.63% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% | 3.34% |
GOLD Barrick Gold Corporation | 2.12% | 2.58% | 2.21% | 3.78% | 1.89% | 1.36% | 0.70% | 1.40% | 0.83% | 0.50% | 1.90% | 1.87% |
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 Swing Trades. 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 Swing Trades was 38.13%, occurring on Nov 15, 2024. The portfolio has not yet recovered.
The current Swing Trades drawdown is 18.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.13% | May 25, 2021 | 995 | Nov 15, 2024 | — | — | — |
| -17.65% | Dec 4, 2018 | 137 | May 31, 2019 | 467 | Jan 7, 2021 | 604 |
| -15.25% | Apr 1, 2013 | 81 | Jul 4, 2013 | 64 | Sep 18, 2013 | 145 |
| -15.14% | Jan 30, 2018 | 124 | Jul 1, 2018 | 127 | Dec 3, 2018 | 251 |
| -13.83% | Jun 19, 2014 | 90 | Oct 2, 2014 | 80 | Jan 20, 2015 | 170 |
Volatility
Volatility Chart
The current Swing Trades volatility is 4.83%, 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
Diversification Metrics
Number of Effective Assets
The portfolio contains 6 assets, with an effective number of assets of 2.42, 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
| ^GSPC | GC=F | GOLD | TELIA1.HE | PFE | T | WBA | Portfolio | |
|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | -0.00 | 0.14 | 0.28 | 0.44 | 0.42 | 0.46 | 0.39 |
| GC=F | -0.00 | 1.00 | 0.29 | 0.03 | 0.01 | 0.01 | 0.00 | 0.53 |
| GOLD | 0.14 | 0.29 | 1.00 | 0.13 | 0.06 | 0.13 | 0.04 | 0.21 |
| TELIA1.HE | 0.28 | 0.03 | 0.13 | 1.00 | 0.17 | 0.23 | 0.17 | 0.21 |
| PFE | 0.44 | 0.01 | 0.06 | 0.17 | 1.00 | 0.32 | 0.36 | 0.34 |
| T | 0.42 | 0.01 | 0.13 | 0.23 | 0.32 | 1.00 | 0.33 | 0.31 |
| WBA | 0.46 | 0.00 | 0.04 | 0.17 | 0.36 | 0.33 | 1.00 | 0.79 |
| Portfolio | 0.39 | 0.53 | 0.21 | 0.21 | 0.34 | 0.31 | 0.79 | 1.00 |