Jeremy top 10 2024

Asset Allocation

Position	Category/Sector	Target Weight
ALB Albemarle Corporation	Basic Materials	10%
BRK-B Berkshire Hathaway Inc.	Financial Services	10%
CCL Carnival Corporation & Plc	Consumer Cyclical	10%
LVS Las Vegas Sands Corp.	Consumer Cyclical	10%
NCLH Norwegian Cruise Line Holdings Ltd.	Consumer Cyclical	10%
NVDA NVIDIA Corporation	Technology	10%
RCL Royal Caribbean Cruises Ltd.	Consumer Cyclical	10%
VICI VICI Properties Inc.	Real Estate	10%
WBD Warner Bros. Discovery, Inc.	Communication Services	10%
WYNN Wynn Resorts, Limited	Consumer Cyclical	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 Jeremy top 10 2024, 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 year.

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The earliest data available for this chart is Oct 17, 2017, corresponding to the inception date of VICI

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-3.43%	-3.84%	-1.98%	16.08%	16.86%	10.37%	12.29%
Portfolio Jeremy top 10 2024	-0.84%	-3.52%	-5.23%	4.19%	44.14%	29.49%	16.55%	—
Portfolio components:
LVS Las Vegas Sands Corp.	0.04%	-2.44%	-16.08%	-0.37%	42.09%	-0.87%	-1.55%	3.32%
NCLH Norwegian Cruise Line Holdings Ltd.	-2.32%	-11.00%	-15.19%	-22.95%	-2.92%	12.35%	-7.34%	-10.06%
CCL Carnival Corporation & Plc	-3.54%	-10.13%	-15.66%	-10.72%	28.66%	37.22%	-0.83%	-5.75%
RCL Royal Caribbean Cruises Ltd.	-3.00%	-8.72%	-1.39%	-13.78%	30.92%	63.32%	26.42%	14.06%
ALB Albemarle Corporation	-0.21%	8.38%	26.22%	104.39%	150.82%	-5.16%	4.62%	12.05%
WBD Warner Bros. Discovery, Inc.	-0.62%	-3.12%	-5.20%	42.00%	158.71%	22.64%	-8.80%	-0.55%
BRK-B Berkshire Hathaway Inc.	-0.24%	-0.83%	-5.03%	-3.74%	-11.23%	15.44%	13.08%	12.79%
NVDA NVIDIA Corporation	0.93%	-1.47%	-4.88%	-6.08%	60.69%	85.17%	66.71%	70.07%
VICI VICI Properties Inc.	0.73%	-6.92%	-0.03%	-12.78%	-8.80%	0.24%	4.56%	—
WYNN Wynn Resorts, Limited	-0.56%	-0.24%	-15.02%	-23.16%	26.27%	-2.45%	-3.86%	2.14%

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

Monthly Returns

Based on dividend-adjusted daily data since Oct 18, 2017, Jeremy top 10 2024's average daily return is +0.07%, while the average monthly return is +1.42%. At this rate, your investment would double in approximately 4.1 years.

Historically, 58% of months were positive and 42% were negative. The best month was Jan 2023 with a return of +26.5%, while the worst month was Mar 2020 at -32.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Jeremy top 10 2024 closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +13.7%, while the worst single day was Mar 16, 2020 at -16.0%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	-0.27%	3.36%	-8.24%	0.18%									-5.23%
2025	1.81%	-1.95%	-8.66%	-6.21%	10.09%	10.92%	9.45%	6.24%	3.48%	1.60%	2.43%	6.66%	39.46%
2024	-2.54%	7.43%	3.43%	-7.65%	6.39%	3.24%	-1.69%	0.79%	7.92%	7.08%	8.69%	-4.86%	30.07%
2023	26.45%	2.02%	-1.00%	-1.37%	5.32%	20.85%	3.49%	-6.50%	-10.01%	-8.83%	12.06%	12.79%	60.87%
2022	1.24%	-1.11%	1.79%	-12.44%	-3.89%	-19.45%	12.61%	-1.63%	-7.11%	13.17%	9.61%	-10.55%	-21.12%
2021	-2.40%	21.95%	-5.29%	4.92%	0.88%	-2.63%	-6.54%	7.13%	-5.41%	4.25%	-2.34%	0.74%	12.84%

Benchmark Metrics

Jeremy top 10 2024 has an annualized alpha of 0.37%, beta of 1.30, and R² of 0.66 versus S&P 500 Index. Calculated based on daily prices since October 18, 2017.

This portfolio captured 150.80% of S&P 500 Index gains and 135.97% of its losses — amplifying both gains and losses, but participating more in upside than downside.

Alpha: 0.37%

Beta: 1.30

R²: 0.66

Upside Capture: 150.80%

Downside Capture: 135.97%

Expense Ratio

Jeremy top 10 2024 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

Jeremy top 10 2024 ranks 75 for risk / return — better than 75% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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	1.53	0.88	+0.65
Sortino ratio Return per unit of downside risk	2.20	1.37	+0.83
Omega ratio Gain probability vs. loss probability	1.31	1.21	+0.10
Calmar ratio Return relative to maximum drawdown	2.62	1.39	+1.23
Martin ratio Return relative to average drawdown	9.93	6.43	+3.50
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
LVS Las Vegas Sands Corp.	71	1.05	1.58	1.23	1.65	3.82
NCLH Norwegian Cruise Line Holdings Ltd.	37	-0.05	0.35	1.04	-0.02	-0.04
CCL Carnival Corporation & Plc	60	0.57	1.16	1.15	1.12	2.79
RCL Royal Caribbean Cruises Ltd.	60	0.64	1.27	1.16	1.03	2.10
ALB Albemarle Corporation	90	2.34	2.61	1.35	5.12	12.58
WBD Warner Bros. Discovery, Inc.	95	2.76	3.63	1.55	6.17	17.45
BRK-B Berkshire Hathaway Inc.	15	-0.62	-0.73	0.90	-0.70	-1.19
NVDA NVIDIA Corporation	81	1.47	2.17	1.27	3.02	7.54
VICI VICI Properties Inc.	19	-0.49	-0.59	0.93	-0.53	-1.04
WYNN Wynn Resorts, Limited	59	0.65	1.20	1.15	0.90	2.23

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.

Jeremy top 10 2024 Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

1-Year: 1.53
5-Year: 0.56
All Time: 0.44

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 1.01 to 1.70, 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 Jeremy top 10 2024 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

Jeremy top 10 2024 provided a 1.24% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.24%	1.11%	1.08%	0.78%	0.55%	0.53%	1.17%	2.02%	2.27%	1.09%	1.43%	1.69%
Portfolio components:
LVS Las Vegas Sands Corp.	1.93%	1.54%	1.56%	0.81%	0.00%	0.00%	1.33%	4.46%	5.76%	4.20%	5.39%	5.93%
NCLH Norwegian Cruise Line Holdings Ltd.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CCL Carnival Corporation & Plc	0.59%	0.00%	0.00%	0.00%	0.00%	0.00%	2.31%	3.93%	3.96%	2.41%	2.59%	2.02%
RCL Royal Caribbean Cruises Ltd.	1.55%	1.25%	0.41%	0.00%	0.00%	0.00%	1.04%	2.22%	2.66%	1.81%	2.08%	1.33%
ALB Albemarle Corporation	0.91%	1.15%	1.87%	1.11%	0.73%	0.67%	1.04%	2.01%	1.74%	1.00%	1.42%	2.07%
WBD Warner Bros. Discovery, 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%
BRK-B Berkshire Hathaway 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%
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%
VICI VICI Properties Inc.	6.44%	6.28%	5.80%	5.05%	4.63%	4.58%	4.92%	4.58%	5.31%	0.00%	0.00%	0.00%
WYNN Wynn Resorts, Limited	0.98%	0.83%	1.16%	0.82%	0.00%	0.00%	0.89%	2.70%	2.78%	1.19%	2.31%	4.34%

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 Jeremy top 10 2024. 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 Jeremy top 10 2024 was 52.17%, occurring on Mar 18, 2020. Recovery took 182 trading sessions.

The current Jeremy top 10 2024 drawdown is 8.77%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-52.17%	Jan 21, 2020	41	Mar 18, 2020	182	Dec 4, 2020	223
-41.8%	Mar 16, 2021	318	Jun 16, 2022	247	Jun 12, 2023	565
-29.84%	Jan 23, 2018	233	Dec 24, 2018	264	Jan 13, 2020	497
-29.2%	Dec 9, 2024	82	Apr 8, 2025	58	Jul 2, 2025	140
-24.42%	Aug 1, 2023	63	Oct 27, 2023	84	Feb 29, 2024	147

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	VICI	NVDA	WBD	ALB	BRK-B	LVS	WYNN	NCLH	CCL	RCL	Portfolio
Benchmark	1.00	0.43	0.67	0.41	0.51	0.63	0.49	0.49	0.50	0.51	0.53	0.75
VICI	0.43	1.00	0.18	0.28	0.30	0.39	0.33	0.34	0.31	0.31	0.32	0.45
NVDA	0.67	0.18	1.00	0.22	0.35	0.27	0.32	0.34	0.31	0.33	0.35	0.60
WBD	0.41	0.28	0.22	1.00	0.33	0.34	0.37	0.40	0.40	0.39	0.36	0.57
ALB	0.51	0.30	0.35	0.33	1.00	0.34	0.36	0.37	0.36	0.37	0.36	0.60
BRK-B	0.63	0.39	0.27	0.34	0.34	1.00	0.39	0.37	0.38	0.40	0.42	0.53
LVS	0.49	0.33	0.32	0.37	0.36	0.39	1.00	0.79	0.45	0.46	0.47	0.67
WYNN	0.49	0.34	0.34	0.40	0.37	0.37	0.79	1.00	0.48	0.48	0.49	0.70
NCLH	0.50	0.31	0.31	0.40	0.36	0.38	0.45	0.48	1.00	0.87	0.85	0.77
CCL	0.51	0.31	0.33	0.39	0.37	0.40	0.46	0.48	0.87	1.00	0.85	0.77
RCL	0.53	0.32	0.35	0.36	0.36	0.42	0.47	0.49	0.85	0.85	1.00	0.77
Portfolio	0.75	0.45	0.60	0.57	0.60	0.53	0.67	0.70	0.77	0.77	0.77	1.00

The correlation results are calculated based on daily price changes starting from Oct 18, 2017

Jeremy top 10 2024

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