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Stash Personal

Last updated Sep 23, 2023

Asset Allocation


MSFT 71.5%AAPL 22.5%PEP 4%ARKK 2%EquityEquity
PositionCategory/SectorWeight
MSFT
Microsoft Corporation
Technology71.5%
AAPL
Apple Inc.
Technology22.5%
PEP
PepsiCo, Inc.
Consumer Defensive4%
ARKK
ARK Innovation ETF
Actively Managed, Innovation, Technology Equities2%

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


0.00%5.00%10.00%15.00%20.00%25.00%AprilMayJuneJulyAugustSeptember
13.32%
8.61%
Stash Personal
Benchmark (^GSPC)
Portfolio components

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 month6 monthsYear-To-Date1 year5 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%
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%

Asset Correlations Table

The table below shows the correlation coefficients between the assets in the portfolio.

PEPARKKAAPLMSFT
PEP1.000.180.340.41
ARKK0.181.000.550.55
AAPL0.340.551.000.65
MSFT0.410.550.651.00

Sharpe Ratio

The current Stash Personal Sharpe ratio is 1.00. A Sharpe ratio greater than 1.0 is considered acceptable.

-1.000.001.002.003.004.001.00

The Sharpe ratio of Stash Personal lies between the 25th and 75th percentiles. It indicates that the portfolio's risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50AprilMayJuneJulyAugustSeptember
1.00
0.81
Stash Personal
Benchmark (^GSPC)
Portfolio components

Dividend yield

Stash Personal granted a 0.84% dividend yield in the last twelve months.


TTM20222021202020192018201720162015201420132012
Stash Personal0.84%1.02%0.73%0.97%1.26%1.90%1.92%2.45%2.53%2.60%2.88%3.14%
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.


0.75%
0.00%2.15%

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 ratioSortino ratioOmega ratioCalmar ratioUlcer 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.


-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-11.13%
-9.93%
Stash Personal
Benchmark (^GSPC)
Portfolio components

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, 2021216Nov 3, 2022152Jun 14, 2023368
-28.35%Feb 11, 202029Mar 23, 202052Jun 5, 202081
-21.63%Oct 4, 201856Dec 24, 201859Mar 21, 2019115
-16.83%Apr 29, 201583Aug 25, 201542Oct 23, 2015125
-14.52%Sep 3, 202011Sep 18, 202086Jan 22, 202197

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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%AprilMayJuneJulyAugustSeptember
5.12%
3.41%
Stash Personal
Benchmark (^GSPC)
Portfolio components