Stash Personal
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
MSFT Microsoft Corporation | Technology | 71.5% |
AAPL Apple Inc. | Technology | 22.5% |
PEP PepsiCo, Inc. | Consumer Defensive | 4% |
ARKK ARK Innovation ETF | Actively Managed, Innovation, Technology Equities | 2% |
Performance
The chart shows the growth of an initial investment of $10,000 in Stash Personal, 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
Returns
As of Sep 23, 2023, the Stash Personal returned 32.00% Year-To-Date and 25.54% of annualized return in the last 10 years.
| 1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -1.29% | 8.79% | 12.52% | 16.97% | 8.17% | 8.95% |
| Stash Personal | -0.94% | 11.80% | 32.00% | 28.69% | 24.33% | 25.54% |
| Portfolio components: | ||||||
AAPL Apple Inc. | -0.90% | 9.37% | 35.10% | 16.88% | 27.09% | 25.01% |
MSFT Microsoft Corporation | -0.93% | 13.47% | 33.09% | 34.53% | 23.95% | 26.11% |
PEP PepsiCo, Inc. | -0.38% | -0.76% | -0.95% | 6.84% | 12.49% | 10.16% |
ARKK ARK Innovation ETF | -3.28% | 3.75% | 25.30% | 3.47% | -2.58% | 8.78% |
| Returns over 1 year are annualized | ||||||
Asset Correlations Table
| PEP | ARKK | AAPL | MSFT | |
|---|---|---|---|---|
| PEP | 1.00 | 0.18 | 0.34 | 0.41 |
| ARKK | 0.18 | 1.00 | 0.55 | 0.55 |
| AAPL | 0.34 | 0.55 | 1.00 | 0.65 |
| MSFT | 0.41 | 0.55 | 0.65 | 1.00 |
Dividend yield
Stash Personal granted a 0.84% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stash Personal | 0.84% | 1.02% | 0.73% | 0.97% | 1.26% | 1.90% | 1.92% | 2.45% | 2.53% | 2.60% | 2.88% | 3.14% |
| Portfolio components: | ||||||||||||
AAPL Apple Inc. | 0.54% | 0.70% | 0.49% | 0.62% | 1.06% | 1.86% | 1.54% | 2.07% | 2.12% | 1.87% | 2.40% | 1.16% |
MSFT Microsoft Corporation | 0.86% | 1.07% | 0.69% | 0.96% | 1.24% | 1.78% | 1.99% | 2.59% | 2.61% | 2.86% | 3.07% | 3.79% |
PEP PepsiCo, Inc. | 2.76% | 2.56% | 2.56% | 2.93% | 3.08% | 3.71% | 3.12% | 3.44% | 3.46% | 3.45% | 3.57% | 4.23% |
ARKK ARK Innovation ETF | 0.00% | 0.00% | 0.83% | 1.33% | 0.39% | 3.26% | 1.41% | 0.00% | 2.46% | 0.00% | 0.00% | 0.00% |
Expense Ratio
The Stash Personal has an expense ratio of 0.01% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
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 | Ulcer Index | |
|---|---|---|---|---|---|
AAPL Apple Inc. | 0.51 | ||||
MSFT Microsoft Corporation | 1.11 | ||||
PEP PepsiCo, Inc. | 0.44 | ||||
ARKK ARK Innovation ETF | -0.06 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Stash Personal. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Stash Personal is 33.01%, recorded on Nov 3, 2022. It took 152 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.01% | Dec 28, 2021 | 216 | Nov 3, 2022 | 152 | Jun 14, 2023 | 368 |
| -28.35% | Feb 11, 2020 | 29 | Mar 23, 2020 | 52 | Jun 5, 2020 | 81 |
| -21.63% | Oct 4, 2018 | 56 | Dec 24, 2018 | 59 | Mar 21, 2019 | 115 |
| -16.83% | Apr 29, 2015 | 83 | Aug 25, 2015 | 42 | Oct 23, 2015 | 125 |
| -14.52% | Sep 3, 2020 | 11 | Sep 18, 2020 | 86 | Jan 22, 2021 | 97 |
Volatility Chart
The current Stash Personal volatility is 5.12%, 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.