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Mis cedears 2023

Last updated Sep 21, 2023

Cedears 2023

Asset Allocation


GSK 31.9%INTC 29.25%COIN 11.2%VZ 9.24%DESP 6.82%DOCU 5.96%TEO 5.63%EquityEquity
PositionCategory/SectorWeight
GSK
GlaxoSmithKline plc
Healthcare31.9%
INTC
Intel Corporation
Technology29.25%
COIN
Coinbase Global, Inc.
Technology11.2%
VZ
Verizon Communications Inc.
Communication Services9.24%
DESP
Despegar.com, Corp.
Consumer Cyclical6.82%
DOCU
DocuSign, Inc.
Technology5.96%
TEO
Telecom Argentina S.A.
Communication Services5.63%

Performance

The chart shows the growth of an initial investment of $10,000 in Mis cedears 2023, 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%AprilMayJuneJulyAugustSeptember
11.52%
10.86%
Mis cedears 2023
Benchmark (^GSPC)
Portfolio components

Returns


1 month6 monthsYear-To-Date1 year5 years (annualized)10 years (annualized)
Benchmark0.33%11.48%14.66%16.16%3.15%N/A
Mis cedears 20233.72%11.71%26.48%24.38%-9.53%N/A
VZ
Verizon Communications Inc.
1.20%-6.97%-10.37%-9.05%-15.96%N/A
INTC
Intel Corporation
5.47%20.42%33.88%25.96%-20.70%N/A
COIN
Coinbase Global, Inc.
2.36%15.64%116.64%13.35%-38.24%N/A
TEO
Telecom Argentina S.A.
-2.17%31.06%4.12%33.52%5.93%N/A
GSK
GlaxoSmithKline plc
9.97%10.28%11.60%33.01%6.15%N/A
DOCU
DocuSign, Inc.
-9.30%-24.10%-21.65%-20.48%-46.97%N/A
DESP
Despegar.com, Corp.
-11.33%23.39%41.91%6.28%-21.88%N/A

Asset Correlations Table

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

VZGSKTEODESPDOCUCOININTC
VZ1.000.230.140.080.050.070.21
GSK0.231.000.200.130.080.100.20
TEO0.140.201.000.280.130.160.12
DESP0.080.130.281.000.320.310.34
DOCU0.050.080.130.321.000.590.45
COIN0.070.100.160.310.591.000.41
INTC0.210.200.120.340.450.411.00

Sharpe Ratio

The current Mis cedears 2023 Sharpe ratio is 0.77. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

-1.000.001.002.003.004.000.77

The Sharpe ratio of Mis cedears 2023 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-1.00-0.500.000.501.00AprilMayJuneJulyAugustSeptember
0.77
0.74
Mis cedears 2023
Benchmark (^GSPC)
Portfolio components

Dividend yield

Mis cedears 2023 granted a 2.95% dividend yield in the last twelve months.


TTM20222021202020192018201720162015201420132012
Mis cedears 20232.95%4.17%3.52%3.69%3.62%4.78%4.07%4.97%4.74%5.22%4.79%6.40%
VZ
Verizon Communications Inc.
7.77%6.86%5.38%4.88%4.77%5.32%5.79%5.89%6.93%6.94%6.69%7.71%
INTC
Intel Corporation
2.83%5.63%2.86%2.88%2.35%2.92%2.73%3.45%3.47%3.18%4.59%5.80%
COIN
Coinbase Global, 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%
TEO
Telecom Argentina S.A.
4.54%6.05%8.87%6.86%14.95%21.67%5.13%6.18%4.78%9.94%8.25%15.16%
GSK
GlaxoSmithKline plc
3.59%4.86%5.30%6.29%5.19%6.94%7.67%9.60%8.83%9.69%7.42%9.83%
DOCU
DocuSign, 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%
DESP
Despegar.com, Corp.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Expense Ratio

The Mis cedears 2023 has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

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
VZ
Verizon Communications Inc.
-0.57
INTC
Intel Corporation
0.54
COIN
Coinbase Global, Inc.
0.04
TEO
Telecom Argentina S.A.
0.50
GSK
GlaxoSmithKline plc
1.33
DOCU
DocuSign, Inc.
-0.40
DESP
Despegar.com, Corp.
0.06

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%AprilMayJuneJulyAugustSeptember
-26.30%
-8.22%
Mis cedears 2023
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the Mis cedears 2023. 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 Mis cedears 2023 is 44.28%, recorded on Sep 30, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.28%Nov 9, 2021225Sep 30, 2022
-8.74%Apr 19, 202123May 19, 2021117Nov 3, 2021140
-2.26%Apr 12, 20211Apr 12, 20212Apr 14, 20213
-0.61%Nov 4, 20211Nov 4, 20212Nov 8, 20213

Volatility Chart

The current Mis cedears 2023 volatility is 6.22%, 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
6.22%
3.47%
Mis cedears 2023
Benchmark (^GSPC)
Portfolio components