Mis cedears 2023
Cedears 2023
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
GSK GlaxoSmithKline plc | Healthcare | 31.9% |
INTC Intel Corporation | Technology | 29.25% |
COIN Coinbase Global, Inc. | Technology | 11.2% |
VZ Verizon Communications Inc. | Communication Services | 9.24% |
DESP Despegar.com, Corp. | Consumer Cyclical | 6.82% |
DOCU DocuSign, Inc. | Technology | 5.96% |
TEO Telecom Argentina S.A. | Communication Services | 5.63% |
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
Returns
| 1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 0.33% | 11.48% | 14.66% | 16.16% | 3.15% | N/A |
| Mis cedears 2023 | 3.72% | 11.71% | 26.48% | 24.38% | -9.53% | N/A |
| Portfolio components: | ||||||
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 |
| Returns over 1 year are annualized | ||||||
Asset Correlations Table
| VZ | GSK | TEO | DESP | DOCU | COIN | INTC | |
|---|---|---|---|---|---|---|---|
| VZ | 1.00 | 0.23 | 0.14 | 0.08 | 0.05 | 0.07 | 0.21 |
| GSK | 0.23 | 1.00 | 0.20 | 0.13 | 0.08 | 0.10 | 0.20 |
| TEO | 0.14 | 0.20 | 1.00 | 0.28 | 0.13 | 0.16 | 0.12 |
| DESP | 0.08 | 0.13 | 0.28 | 1.00 | 0.32 | 0.31 | 0.34 |
| DOCU | 0.05 | 0.08 | 0.13 | 0.32 | 1.00 | 0.59 | 0.45 |
| COIN | 0.07 | 0.10 | 0.16 | 0.31 | 0.59 | 1.00 | 0.41 |
| INTC | 0.21 | 0.20 | 0.12 | 0.34 | 0.45 | 0.41 | 1.00 |
Dividend yield
Mis cedears 2023 granted a 2.95% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mis cedears 2023 | 2.95% | 4.17% | 3.52% | 3.69% | 3.62% | 4.78% | 4.07% | 4.97% | 4.74% | 5.22% | 4.79% | 6.40% |
| Portfolio components: | ||||||||||||
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.
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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer 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.
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, 2021 | 225 | Sep 30, 2022 | — | — | — |
| -8.74% | Apr 19, 2021 | 23 | May 19, 2021 | 117 | Nov 3, 2021 | 140 |
| -2.26% | Apr 12, 2021 | 1 | Apr 12, 2021 | 2 | Apr 14, 2021 | 3 |
| -0.61% | Nov 4, 2021 | 1 | Nov 4, 2021 | 2 | Nov 8, 2021 | 3 |
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.