BUENO'S STOCKS 2024 2

Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	10%
ABBV AbbVie Inc.	Healthcare	10%
DG Dollar General Corporation	Consumer Defensive	10%
GOOGL Alphabet Inc Class A	Communication Services	10%
HALO Halozyme Therapeutics, Inc.	Healthcare	10%
HIMS Hims & Hers Health, Inc.	Consumer Defensive	10%
MBUU Malibu Boats, Inc.	Consumer Cyclical	10%
RY Royal Bank of Canada	Financial Services	10%
TSM Taiwan Semiconductor Manufacturing Company Limited	Technology	10%
V Visa Inc.	Financial Services	10%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BUENO'S STOCKS 2024 2, 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.

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The earliest data available for this chart is Sep 13, 2019, corresponding to the inception date of HIMS

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-4.18%	-3.84%	-1.98%	21.98%	16.86%	10.37%	12.29%
Portfolio BUENO'S STOCKS 2024 2	-0.94%	-6.82%	-9.24%	-5.92%	27.91%	20.78%	13.59%	—
Portfolio components:
HALO Halozyme Therapeutics, Inc.	-1.39%	-7.90%	-4.18%	-6.51%	4.15%	18.52%	8.73%	20.33%
TSM Taiwan Semiconductor Manufacturing Company Limited	-0.72%	-4.88%	11.88%	16.66%	118.04%	56.27%	24.16%	32.63%
AAPL Apple Inc	0.11%	-2.51%	-5.78%	-0.62%	26.50%	16.04%	16.39%	26.10%
GOOGL Alphabet Inc Class A	-0.54%	-2.36%	-5.44%	20.71%	96.92%	41.91%	22.87%	22.80%
HIMS Hims & Hers Health, Inc.	-3.53%	16.35%	-41.05%	-63.57%	-31.62%	22.90%	7.07%	—
RY Royal Bank of Canada	-0.02%	-1.54%	-3.48%	12.81%	46.58%	23.42%	16.38%	15.45%
ABBV AbbVie Inc.	-2.86%	-11.58%	-7.86%	-9.35%	7.05%	13.21%	18.43%	18.22%
V Visa Inc.	0.77%	-6.14%	-14.05%	-13.67%	-10.71%	10.35%	7.55%	15.28%
DG Dollar General Corporation	2.19%	-21.02%	-9.43%	20.72%	29.63%	-15.62%	-8.55%	4.69%
MBUU Malibu Boats, Inc.	-3.43%	-12.38%	-13.22%	-24.35%	-14.73%	-24.40%	-21.36%	4.34%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Sep 16, 2019, BUENO'S STOCKS 2024 2's average daily return is +0.09%, while the average monthly return is +1.76%. At this rate, your investment would double in approximately 3.3 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +15.2%, while the worst month was Mar 2020 at -11.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BUENO'S STOCKS 2024 2 closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +7.9%, while the worst single day was Mar 16, 2020 at -9.9%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	1.44%	-3.12%	-6.49%	-1.24%									-9.24%
2025	8.98%	1.44%	-6.52%	0.70%	10.62%	1.96%	6.15%	2.48%	7.56%	-2.40%	3.58%	1.92%	41.50%
2024	-2.39%	10.45%	5.27%	-6.61%	11.82%	4.53%	2.21%	-2.71%	2.20%	1.83%	6.56%	-3.77%	31.48%
2023	8.93%	1.39%	-0.78%	0.76%	-3.12%	3.36%	4.43%	-7.42%	-6.34%	-2.91%	12.82%	5.52%	15.69%
2022	-4.72%	-0.98%	2.67%	-8.60%	2.04%	-2.97%	10.51%	-5.29%	-9.43%	4.86%	11.82%	-5.05%	-7.49%
2021	4.58%	-0.44%	0.33%	6.31%	-1.25%	-0.03%	0.95%	-0.68%	-5.24%	2.89%	-3.33%	7.56%	11.45%

Benchmark Metrics

BUENO'S STOCKS 2024 2 has an annualized alpha of 9.36%, beta of 0.92, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since September 16, 2019.

This portfolio captured 118.60% of S&P 500 Index gains but only 85.75% of its losses — a favorable profile for investors.
This portfolio generated an annualized alpha of 9.36% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
With beta of 0.92 and R² of 0.72, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha: 9.36%

Beta: 0.92

R²: 0.72

Upside Capture: 118.60%

Downside Capture: 85.75%

Expense Ratio

BUENO'S STOCKS 2024 2 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.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Risk / Return Rank

BUENO'S STOCKS 2024 2 ranks 28 for risk / return — below 28% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	1.02	0.88	+0.14
Sortino ratio Return per unit of downside risk	1.53	1.37	+0.16
Omega ratio Gain probability vs. loss probability	1.20	1.21	-0.01
Calmar ratio Return relative to maximum drawdown	1.58	1.39	+0.19
Martin ratio Return relative to average drawdown	5.48	6.43	-0.95
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
HALO Halozyme Therapeutics, Inc.	41	0.05	0.37	1.06	0.13	0.29
TSM Taiwan Semiconductor Manufacturing Company Limited	93	2.64	3.23	1.41	5.70	18.99
AAPL Apple Inc	55	0.47	0.92	1.13	0.66	2.04
GOOGL Alphabet Inc Class A	94	2.91	3.87	1.48	4.37	16.63
HIMS Hims & Hers Health, Inc.	25	-0.38	0.03	1.00	-0.49	-0.96
RY Royal Bank of Canada	95	2.84	3.98	1.52	4.83	17.99
ABBV AbbVie Inc.	44	0.19	0.44	1.06	0.28	0.62
V Visa Inc.	16	-0.53	-0.59	0.92	-0.61	-1.33
DG Dollar General Corporation	71	0.96	1.74	1.21	1.59	4.72
MBUU Malibu Boats, Inc.	22	-0.44	-0.31	0.96	-0.52	-0.99

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

BUENO'S STOCKS 2024 2 Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

1-Year: 1.02
5-Year: 0.66
All Time: 0.98

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.99 to 1.69, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of BUENO'S STOCKS 2024 2 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

BUENO'S STOCKS 2024 2 provided a 1.04% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.04%	0.95%	1.26%	1.24%	1.26%	1.04%	1.17%	1.46%	1.53%	1.11%	1.42%	1.52%
Portfolio components:
HALO Halozyme Therapeutics, 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%
TSM Taiwan Semiconductor Manufacturing Company Limited	0.98%	1.00%	1.18%	1.78%	2.49%	1.57%	1.56%	3.46%	3.64%	2.32%	2.61%	2.54%
AAPL Apple Inc	0.41%	0.38%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%
GOOGL Alphabet Inc Class A	0.28%	0.27%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
HIMS Hims & Hers Health, 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%
RY Royal Bank of Canada	2.75%	2.54%	3.39%	4.29%	4.07%	3.24%	3.88%	3.88%	4.27%	3.22%	3.95%	5.41%
ABBV AbbVie Inc.	3.18%	2.87%	3.49%	3.82%	3.49%	3.84%	4.41%	4.83%	3.89%	2.65%	3.64%	3.41%
V Visa Inc.	0.84%	0.70%	0.68%	0.72%	0.76%	0.62%	0.56%	0.56%	0.67%	0.61%	0.75%	0.64%
DG Dollar General Corporation	1.97%	1.78%	3.11%	1.30%	1.06%	0.69%	0.67%	0.80%	1.05%	0.84%	1.35%	1.22%
MBUU Malibu Boats, 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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the BUENO'S STOCKS 2024 2. 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 BUENO'S STOCKS 2024 2 was 29.19%, occurring on Mar 23, 2020. Recovery took 50 trading sessions.

The current BUENO'S STOCKS 2024 2 drawdown is 13.20%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-29.19%	Feb 20, 2020	23	Mar 23, 2020	50	Jun 3, 2020	73
-24.95%	Feb 20, 2025	34	Apr 8, 2025	71	Jul 22, 2025	105
-19.82%	Feb 9, 2021	422	Oct 11, 2022	78	Feb 2, 2023	500
-16.75%	Aug 1, 2023	63	Oct 27, 2023	40	Dec 26, 2023	103
-15.11%	Jan 8, 2026	56	Mar 30, 2026	—	—	—

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 10 assets, with an effective number of assets of 10.00, 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

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	DG	ABBV	HIMS	HALO	MBUU	TSM	RY	V	GOOGL	AAPL	Portfolio
Benchmark	1.00	0.25	0.32	0.37	0.40	0.48	0.62	0.64	0.64	0.70	0.70	0.82
DG	0.25	1.00	0.18	0.08	0.19	0.21	0.08	0.21	0.18	0.11	0.17	0.33
ABBV	0.32	0.18	1.00	0.07	0.31	0.17	0.09	0.26	0.30	0.17	0.19	0.35
HIMS	0.37	0.08	0.07	1.00	0.23	0.21	0.26	0.22	0.18	0.26	0.25	0.62
HALO	0.40	0.19	0.31	0.23	1.00	0.27	0.22	0.28	0.28	0.25	0.27	0.54
MBUU	0.48	0.21	0.17	0.21	0.27	1.00	0.31	0.38	0.33	0.28	0.34	0.60
TSM	0.62	0.08	0.09	0.26	0.22	0.31	1.00	0.39	0.33	0.47	0.46	0.60
RY	0.64	0.21	0.26	0.22	0.28	0.38	0.39	1.00	0.47	0.38	0.37	0.57
V	0.64	0.18	0.30	0.18	0.28	0.33	0.33	0.47	1.00	0.46	0.46	0.56
GOOGL	0.70	0.11	0.17	0.26	0.25	0.28	0.47	0.38	0.46	1.00	0.58	0.62
AAPL	0.70	0.17	0.19	0.25	0.27	0.34	0.46	0.37	0.46	0.58	1.00	0.62
Portfolio	0.82	0.33	0.35	0.62	0.54	0.60	0.60	0.57	0.56	0.62	0.62	1.00

The correlation results are calculated based on daily price changes starting from Sep 16, 2019

BUENO'S STOCKS 2024 2

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table