#1 IIM lottery ticket portfolio = Public VC = High R/R
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Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BTC-USD Bitcoin | 50% | |
NVDA NVIDIA Corporation | Technology | 50% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in #1 IIM lottery ticket portfolio = Public VC = High R/R, 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 Jul 17, 2010, corresponding to the inception date of BTC-USD
Returns By Period
As of Sep 19, 2024, the #1 IIM lottery ticket portfolio = Public VC = High R/R returned 87.80% Year-To-Date and 86.53% 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 | 17.79% | 0.18% | 7.53% | 26.42% | 13.48% | 10.85% |
| #1 IIM lottery ticket portfolio = Public VC = High R/R | 87.80% | -3.45% | 10.62% | 157.45% | 81.62% | 86.62% |
| Portfolio components: | ||||||
NVDA NVIDIA Corporation | 128.98% | -10.90% | 24.01% | 168.48% | 92.50% | 73.80% |
BTC-USD Bitcoin | 45.86% | 4.47% | -5.87% | 127.22% | 43.85% | 65.43% |
Monthly Returns
The table below presents the monthly returns of #1 IIM lottery ticket portfolio = Public VC = High R/R, 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 | 12.48% | 35.37% | 15.40% | -9.75% | 19.46% | 4.22% | -1.03% | -3.67% | 87.80% | ||||
| 2023 | 36.76% | 9.24% | 21.24% | 1.34% | 14.35% | 11.58% | 3.31% | -2.09% | -5.30% | 11.17% | 11.27% | 9.37% | 203.50% |
| 2022 | -16.82% | 5.87% | 8.53% | -24.67% | -8.25% | -28.25% | 18.88% | -15.50% | -11.21% | 8.33% | 5.15% | -9.78% | -56.55% |
| 2021 | 6.89% | 22.09% | 18.02% | 5.36% | -11.68% | 12.82% | 8.02% | 14.00% | -7.42% | 31.90% | 8.92% | -14.11% | 127.48% |
| 2020 | 15.04% | 1.85% | -13.79% | 22.73% | 14.75% | 1.60% | 17.72% | 14.20% | -3.08% | 9.96% | 27.25% | 29.34% | 240.86% |
| 2019 | 0.15% | 9.26% | 11.81% | 15.57% | 23.03% | 28.20% | -1.78% | -2.37% | -3.83% | 13.19% | -4.71% | 2.54% | 127.47% |
| 2018 | -1.60% | -0.25% | -15.30% | 14.92% | -5.84% | -10.22% | 12.56% | 1.42% | -2.79% | -14.79% | -30.26% | -12.30% | -53.29% |
| 2017 | 1.49% | 7.24% | -2.00% | 11.11% | 56.56% | 5.53% | 14.15% | 34.29% | -2.95% | 32.73% | 32.14% | 22.55% | 526.00% |
| 2016 | -12.77% | 13.03% | 4.05% | 3.67% | 24.90% | 13.32% | 6.81% | 0.75% | 9.26% | 9.38% | 17.53% | 22.15% | 177.93% |
| 2015 | -18.47% | 16.00% | -4.55% | 1.35% | -1.12% | 1.89% | 3.75% | -3.91% | 6.25% | 23.90% | 16.38% | 9.30% | 53.88% |
| 2014 | 4.01% | -9.52% | -8.17% | 0.55% | 20.80% | 0.08% | -7.03% | -3.59% | -10.72% | -3.48% | 9.60% | -9.22% | -19.26% |
| 2013 | 23.12% | 35.24% | 135.03% | 29.25% | -1.92% | -15.29% | 6.35% | 15.65% | 1.54% | 25.07% | 275.15% | -29.18% | 1,644.18% |
Expense Ratio
#1 IIM lottery ticket portfolio = Public VC = High R/R has an expense ratio of 0.00%, indicating no management fees are charged. 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 rank of #1 IIM lottery ticket portfolio = Public VC = High R/R is 74, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative 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 | |
|---|---|---|---|---|---|
NVDA NVIDIA Corporation | 3.28 | 3.48 | 1.44 | 4.17 | 20.02 |
BTC-USD Bitcoin | 0.90 | 1.56 | 1.16 | 0.47 | 3.94 |
Dividends
Dividend yield
#1 IIM lottery ticket portfolio = Public VC = High R/R granted a 0.01% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| #1 IIM lottery ticket portfolio = Public VC = High R/R | 0.01% | 0.02% | 0.05% | 0.03% | 0.06% | 0.14% | 0.23% | 0.15% | 0.23% | 0.59% | 0.84% | 0.97% |
| Portfolio components: | ||||||||||||
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.19% | 1.68% | 1.95% |
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% |
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 #1 IIM lottery ticket portfolio = Public VC = High R/R. 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 #1 IIM lottery ticket portfolio = Public VC = High R/R was 75.85%, occurring on Nov 19, 2011. Recovery took 468 trading sessions.
The current #1 IIM lottery ticket portfolio = Public VC = High R/R drawdown is 11.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.85% | Jun 10, 2011 | 163 | Nov 19, 2011 | 468 | Mar 1, 2013 | 631 |
| -67.19% | Nov 9, 2021 | 341 | Oct 15, 2022 | 396 | Nov 15, 2023 | 737 |
| -66.02% | Dec 17, 2017 | 409 | Jan 29, 2019 | 376 | Feb 9, 2020 | 785 |
| -57.07% | Dec 5, 2013 | 406 | Jan 14, 2015 | 488 | May 16, 2016 | 894 |
| -50.54% | Apr 11, 2013 | 7 | Apr 17, 2013 | 201 | Nov 4, 2013 | 208 |
Volatility
Volatility Chart
The current #1 IIM lottery ticket portfolio = Public VC = High R/R volatility is 13.08%, 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
| BTC-USD | NVDA | |
|---|---|---|
| BTC-USD | 1.00 | 0.09 |
| NVDA | 0.09 | 1.00 |