B stonks main
stocks main
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AVGO Broadcom Inc. | Technology | 24% |
GLD SPDR Gold Trust | Precious Metals, Gold | 15% |
ISRG Intuitive Surgical, Inc. | Healthcare | 7% |
PGR The Progressive Corporation | Financial Services | 22% |
RSG Republic Services, Inc. | Industrials | 11% |
UNH UnitedHealth Group Incorporated | Healthcare | 10% |
WM Waste Management, Inc. | Industrials | 11% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in B stonks main , 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 6, 2009, corresponding to the inception date of AVGO
Returns By Period
As of Apr 22, 2025, the B stonks main returned 1.18% Year-To-Date and 25.26% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -12.30% | -8.99% | -11.89% | 3.84% | 13.06% | 9.34% |
| B stonks main | 1.18% | -3.43% | 5.29% | 29.24% | 29.93% | 25.26% |
| Portfolio components: | ||||||
PGR The Progressive Corporation | 9.61% | -5.63% | 4.74% | 22.44% | 28.24% | 28.55% |
GLD SPDR Gold Trust | 30.34% | 13.32% | 25.62% | 42.78% | 14.37% | 10.85% |
AVGO Broadcom Inc. | -28.09% | -13.28% | -7.13% | 39.65% | 48.91% | 33.63% |
WM Waste Management, Inc. | 13.19% | 1.18% | 8.20% | 11.49% | 20.21% | 18.13% |
RSG Republic Services, Inc. | 19.11% | 2.40% | 17.40% | 27.00% | 26.99% | 21.43% |
UNH UnitedHealth Group Incorporated | -15.56% | -17.71% | -24.97% | -13.77% | 10.61% | 15.42% |
ISRG Intuitive Surgical, Inc. | -10.28% | -4.91% | -9.74% | 27.84% | 22.46% | 23.70% |
Monthly Returns
The table below presents the monthly returns of B stonks main , 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 | 4.32% | 1.80% | -1.44% | -3.34% | 1.18% | ||||||||
| 2024 | 5.29% | 5.79% | 5.15% | -0.78% | 1.64% | 6.42% | 2.34% | 6.75% | 1.68% | -0.53% | 3.86% | 2.64% | 48.06% |
| 2023 | 1.52% | -0.11% | 5.51% | 1.20% | 4.84% | 5.11% | -0.43% | -0.10% | -2.31% | 5.62% | 6.49% | 5.51% | 37.61% |
| 2022 | -5.88% | -0.45% | 7.00% | -5.37% | 1.95% | -5.38% | 4.89% | -1.29% | -5.93% | 6.25% | 7.78% | -1.16% | 0.90% |
| 2021 | -3.82% | -0.49% | 6.45% | 4.78% | 2.23% | -0.34% | 2.47% | 2.48% | -3.87% | 8.15% | -0.80% | 11.58% | 31.45% |
| 2020 | 3.46% | -7.23% | -6.53% | 8.99% | 5.38% | 2.62% | 7.32% | 5.26% | 0.56% | -3.42% | 5.38% | 7.59% | 31.52% |
| 2019 | 7.33% | 3.58% | 3.10% | 2.55% | -4.37% | 6.57% | 1.04% | -1.26% | -1.37% | 1.38% | 4.44% | 1.52% | 26.70% |
| 2018 | 1.28% | 0.25% | -0.53% | -0.13% | 3.98% | -1.67% | 0.53% | 3.82% | 4.00% | -3.28% | 2.61% | -2.35% | 8.48% |
| 2017 | 5.70% | 5.44% | 1.49% | 2.07% | 4.32% | 1.01% | 3.98% | 2.14% | 0.16% | 3.76% | 4.83% | -0.16% | 40.53% |
| 2016 | -1.88% | 4.70% | 8.03% | -1.83% | 1.75% | 4.51% | 1.11% | 0.61% | -0.28% | -0.35% | 2.44% | 2.90% | 23.46% |
| 2015 | 0.91% | 7.85% | 0.72% | -3.99% | 7.26% | -3.17% | 2.44% | -1.21% | -0.26% | 4.00% | -1.19% | 4.49% | 18.48% |
| 2014 | -1.85% | 7.35% | 1.45% | -1.37% | 3.82% | 3.74% | -2.43% | 7.70% | 1.09% | 1.98% | 3.61% | 3.31% | 31.69% |
Expense Ratio
B stonks main has an expense ratio of 0.06%, which is considered low. 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
With an overall rank of 94, B stonks main is among the top 6% of portfolios on our website when it comes to balancing risk and reward. Below is 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 | |
|---|---|---|---|---|---|
PGR The Progressive Corporation | 1.05 | 1.50 | 1.21 | 2.09 | 5.38 |
GLD SPDR Gold Trust | 2.63 | 3.46 | 1.46 | 5.38 | 14.44 |
AVGO Broadcom Inc. | 0.50 | 1.17 | 1.15 | 0.76 | 2.24 |
WM Waste Management, Inc. | 0.60 | 0.91 | 1.13 | 1.01 | 2.27 |
RSG Republic Services, Inc. | 1.55 | 2.05 | 1.30 | 3.22 | 8.79 |
UNH UnitedHealth Group Incorporated | -0.26 | -0.09 | 0.98 | -0.31 | -0.88 |
ISRG Intuitive Surgical, Inc. | 0.75 | 1.33 | 1.18 | 0.97 | 3.42 |
Dividends
Dividend yield
B stonks main provided a 1.19% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.19% | 0.75% | 0.91% | 1.26% | 2.31% | 1.85% | 2.24% | 1.74% | 1.28% | 1.53% | 1.51% | 2.27% |
| Portfolio components: | ||||||||||||
PGR The Progressive Corporation | 1.90% | 0.48% | 0.25% | 0.31% | 6.23% | 2.68% | 3.89% | 1.86% | 1.21% | 2.50% | 2.16% | 5.53% |
GLD SPDR Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVGO Broadcom Inc. | 1.34% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% | 1.22% |
WM Waste Management, Inc. | 1.35% | 1.49% | 1.56% | 1.66% | 1.38% | 1.85% | 1.80% | 2.09% | 1.97% | 2.31% | 2.89% | 2.92% |
RSG Republic Services, Inc. | 0.95% | 0.82% | 1.25% | 1.48% | 1.27% | 1.72% | 1.74% | 2.00% | 1.97% | 2.17% | 2.64% | 2.68% |
UNH UnitedHealth Group Incorporated | 1.97% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
ISRG Intuitive Surgical, Inc. | 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 B stonks main . 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 B stonks main was 27.03%, occurring on Mar 23, 2020. Recovery took 78 trading sessions.
The current B stonks main drawdown is 7.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.03% | Feb 14, 2020 | 26 | Mar 23, 2020 | 78 | Jul 14, 2020 | 104 |
| -17.96% | Jul 7, 2011 | 23 | Aug 8, 2011 | 122 | Feb 1, 2012 | 145 |
| -14.02% | Mar 31, 2022 | 137 | Oct 14, 2022 | 32 | Nov 30, 2022 | 169 |
| -11.99% | Apr 3, 2012 | 33 | May 18, 2012 | 174 | Jan 30, 2013 | 207 |
| -10.33% | Feb 20, 2025 | 32 | Apr 4, 2025 | — | — | — |
Volatility
Volatility Chart
The current B stonks main volatility is 11.63%, 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 7 assets, with an effective number of assets of 5.97, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.
Asset Correlations Table
| GLD | AVGO | UNH | PGR | ISRG | WM | RSG | |
|---|---|---|---|---|---|---|---|
| GLD | 1.00 | 0.02 | 0.02 | 0.00 | 0.06 | 0.03 | 0.03 |
| AVGO | 0.02 | 1.00 | 0.26 | 0.26 | 0.43 | 0.28 | 0.29 |
| UNH | 0.02 | 0.26 | 1.00 | 0.36 | 0.35 | 0.38 | 0.37 |
| PGR | 0.00 | 0.26 | 0.36 | 1.00 | 0.33 | 0.45 | 0.45 |
| ISRG | 0.06 | 0.43 | 0.35 | 0.33 | 1.00 | 0.35 | 0.37 |
| WM | 0.03 | 0.28 | 0.38 | 0.45 | 0.35 | 1.00 | 0.78 |
| RSG | 0.03 | 0.29 | 0.37 | 0.45 | 0.37 | 0.78 | 1.00 |