Mis cedears 2023
Cedears 2023
Asset Allocation
Position | Category/Sector | Target Weight |
---|---|---|
COIN Coinbase Global, Inc. | Technology | 11.20% |
DESP Despegar.com, Corp. | Consumer Cyclical | 6.82% |
DOCU DocuSign, Inc. | Technology | 5.96% |
GSK GlaxoSmithKline plc | Healthcare | 31.90% |
INTC Intel Corporation | Technology | 29.25% |
TEO Telecom Argentina S.A. | Communication Services | 5.63% |
VZ Verizon Communications Inc. | Communication Services | 9.24% |
Performance
Performance Chart
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The earliest data available for this chart is Apr 14, 2021, corresponding to the inception date of COIN
Returns By Period
YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
Mis cedears 2023 | 3.81% | 8.34% | -1.95% | -2.19% | N/A | N/A |
Portfolio components: | ||||||
VZ Verizon Communications Inc. | 12.82% | 1.61% | 11.46% | 15.28% | 0.63% | 3.91% |
INTC Intel Corporation | 6.83% | 7.75% | -18.24% | -27.79% | -16.81% | -1.70% |
COIN Coinbase Global, Inc. | -19.73% | 17.51% | -26.38% | -0.80% | N/A | N/A |
TEO Telecom Argentina S.A. | -16.68% | 3.15% | -7.44% | 12.50% | 12.36% | -1.59% |
GSK GlaxoSmithKline plc | 9.47% | 8.99% | 3.18% | -15.44% | 1.33% | 2.74% |
DOCU DocuSign, Inc. | -7.39% | 13.75% | 4.93% | 43.53% | -7.17% | N/A |
DESP Despegar.com, Corp. | 1.09% | 2.31% | 29.73% | 60.30% | 29.77% | N/A |
Monthly Returns
The table below presents the monthly returns of Mis cedears 2023, 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 | 2.63% | 5.16% | -2.50% | -0.65% | -0.70% | 3.81% | |||||||
2024 | -3.36% | 5.56% | 8.95% | -13.51% | 7.57% | -7.45% | -1.18% | -4.16% | -0.08% | -2.95% | 15.44% | -6.84% | -5.47% |
2023 | 14.00% | -3.66% | 8.51% | -5.05% | 1.36% | 7.48% | 6.86% | -3.81% | -2.47% | 0.77% | 20.94% | 13.16% | 70.45% |
2022 | -2.99% | -2.71% | 3.00% | -10.00% | -2.39% | -10.56% | 0.43% | -9.87% | -12.88% | 7.83% | -0.06% | -2.96% | -37.01% |
2021 | -3.41% | 0.82% | 1.89% | -1.91% | 2.41% | -5.07% | 5.67% | -3.19% | -0.32% | -3.51% |
Expense Ratio
Mis cedears 2023 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Mis cedears 2023 is 5, meaning it’s performing worse than 95% of other 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 | |
---|---|---|---|---|---|
VZ Verizon Communications Inc. | 0.77 | 1.17 | 1.17 | 0.86 | 3.35 |
INTC Intel Corporation | -0.45 | -0.35 | 0.95 | -0.43 | -0.89 |
COIN Coinbase Global, Inc. | -0.06 | 0.49 | 1.06 | -0.12 | -0.25 |
TEO Telecom Argentina S.A. | 0.25 | 0.82 | 1.09 | 0.39 | 0.74 |
GSK GlaxoSmithKline plc | -0.55 | -0.57 | 0.93 | -0.48 | -0.84 |
DOCU DocuSign, Inc. | 0.92 | 1.73 | 1.22 | 0.51 | 2.93 |
DESP Despegar.com, Corp. | 1.03 | 2.00 | 1.28 | 1.45 | 4.01 |
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Dividends
Dividend yield
Mis cedears 2023 provided a 2.20% dividend yield over the last twelve months.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | 2.20% | 2.72% | 2.46% | 4.07% | 3.25% | 3.24% | 3.00% | 3.76% | 3.10% | 3.70% | 3.32% | 3.42% |
Portfolio components: | ||||||||||||
VZ Verizon Communications Inc. | 6.19% | 6.68% | 6.96% | 6.53% | 4.86% | 4.21% | 3.95% | 4.22% | 4.39% | 4.26% | 4.79% | 4.57% |
INTC Intel Corporation | 0.58% | 1.87% | 1.47% | 5.52% | 2.70% | 2.65% | 2.11% | 2.56% | 2.33% | 2.87% | 2.79% | 2.48% |
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. | 1.94% | 1.62% | 3.43% | 5.76% | 7.89% | 5.66% | 11.72% | 15.08% | 3.33% | 3.88% | 2.89% | 5.87% |
GSK GlaxoSmithKline plc | 4.24% | 4.60% | 3.75% | 4.78% | 4.92% | 5.49% | 4.28% | 5.55% | 5.72% | 7.06% | 5.96% | 6.09% |
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% |
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 Mis cedears 2023. 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 Mis cedears 2023 was 44.28%, occurring on Sep 30, 2022. Recovery took 311 trading sessions.
The current Mis cedears 2023 drawdown is 11.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-44.28% | Nov 9, 2021 | 225 | Sep 30, 2022 | 311 | Dec 27, 2023 | 536 |
-27.24% | Apr 1, 2024 | 90 | Aug 7, 2024 | — | — | — |
-7.8% | Apr 19, 2021 | 19 | May 13, 2021 | 121 | Nov 3, 2021 | 140 |
-4.81% | Dec 28, 2023 | 29 | Feb 8, 2024 | 11 | Feb 26, 2024 | 40 |
-2.5% | Mar 13, 2024 | 2 | Mar 14, 2024 | 5 | Mar 21, 2024 | 7 |
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 7 assets, with an effective number of assets of 4.55, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
^GSPC | VZ | TEO | GSK | DESP | DOCU | COIN | INTC | Portfolio | |
---|---|---|---|---|---|---|---|---|---|
^GSPC | 1.00 | 0.21 | 0.26 | 0.29 | 0.41 | 0.57 | 0.53 | 0.60 | 0.71 |
VZ | 0.21 | 1.00 | 0.09 | 0.25 | 0.06 | 0.03 | 0.02 | 0.15 | 0.24 |
TEO | 0.26 | 0.09 | 1.00 | 0.10 | 0.25 | 0.14 | 0.17 | 0.13 | 0.31 |
GSK | 0.29 | 0.25 | 0.10 | 1.00 | 0.09 | 0.07 | 0.10 | 0.15 | 0.43 |
DESP | 0.41 | 0.06 | 0.25 | 0.09 | 1.00 | 0.28 | 0.31 | 0.30 | 0.50 |
DOCU | 0.57 | 0.03 | 0.14 | 0.07 | 0.28 | 1.00 | 0.51 | 0.38 | 0.56 |
COIN | 0.53 | 0.02 | 0.17 | 0.10 | 0.31 | 0.51 | 1.00 | 0.35 | 0.71 |
INTC | 0.60 | 0.15 | 0.13 | 0.15 | 0.30 | 0.38 | 0.35 | 1.00 | 0.74 |
Portfolio | 0.71 | 0.24 | 0.31 | 0.43 | 0.50 | 0.56 | 0.71 | 0.74 | 1.00 |