Base
Base
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AAPL Apple Inc | Technology | 10% |
BRK-B Berkshire Hathaway Inc. | Financial Services | 10% |
JPM JPMorgan Chase & Co. | Financial Services | 10% |
NVDA NVIDIA Corporation | Technology | 20% |
TSLA Tesla, Inc. | Consumer Cyclical | 40% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 10% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Base, 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.
The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of May 9, 2025, the Base returned -13.90% Year-To-Date and 41.51% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 3.72% | -5.60% | 8.55% | 14.11% | 10.45% |
| Base | -12.30% | 5.34% | -3.53% | 49.24% | 49.23% | 41.63% |
| Portfolio components: | ||||||
TSLA Tesla, Inc. | -26.14% | 9.57% | -7.15% | 73.44% | 40.54% | 33.81% |
AAPL Apple Inc | -20.63% | -0.16% | -12.43% | 8.07% | 21.40% | 21.60% |
NVDA NVIDIA Corporation | -13.13% | 2.03% | -20.97% | 31.47% | 72.07% | 72.66% |
VOO Vanguard S&P 500 ETF | -3.41% | 3.92% | -5.06% | 9.92% | 15.85% | 12.42% |
BRK-B Berkshire Hathaway Inc. | 13.34% | -1.47% | 10.86% | 25.66% | 23.84% | 13.54% |
JPM JPMorgan Chase & Co. | 6.78% | 8.00% | 8.01% | 31.11% | 25.76% | 17.73% |
Monthly Returns
The table below presents the monthly returns of Base, 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 | -0.76% | -9.23% | -8.59% | 3.13% | 3.28% | -12.30% | |||||||
| 2024 | -4.04% | 11.74% | 1.00% | -0.63% | 6.83% | 8.32% | 7.90% | -1.08% | 8.71% | 0.04% | 18.56% | 6.60% | 82.68% |
| 2023 | 25.38% | 12.50% | 5.20% | -6.83% | 16.17% | 16.22% | 4.69% | -1.26% | -5.51% | -10.06% | 14.24% | 3.98% | 94.78% |
| 2022 | -8.65% | -3.87% | 12.93% | -17.98% | -4.65% | -12.62% | 21.05% | -7.90% | -8.42% | 1.64% | 2.98% | -16.41% | -39.46% |
| 2021 | 4.80% | -3.95% | 0.83% | 7.22% | -2.38% | 8.89% | 0.66% | 7.24% | -0.73% | 24.43% | 6.86% | -4.17% | 57.94% |
| 2020 | 22.32% | 0.47% | -15.86% | 26.21% | 8.26% | 15.68% | 19.21% | 42.79% | -9.18% | -6.41% | 24.99% | 12.72% | 233.19% |
| 2019 | 0.56% | 3.82% | -0.11% | -2.41% | -17.07% | 14.72% | 4.78% | -3.80% | 5.38% | 17.58% | 5.54% | 15.42% | 47.31% |
| 2018 | 13.03% | -1.70% | -11.47% | 3.15% | 2.23% | 6.66% | -2.17% | 6.54% | -4.86% | 2.65% | -2.68% | -8.54% | 0.25% |
| 2017 | 8.24% | 1.13% | 6.04% | 4.29% | 11.06% | 3.28% | -0.82% | 6.02% | -0.24% | 4.04% | -1.98% | -0.02% | 48.51% |
| 2016 | -12.77% | 1.43% | 13.35% | 1.52% | 3.96% | -2.21% | 10.12% | -1.06% | 1.57% | -0.14% | 7.27% | 10.59% | 35.72% |
| 2015 | -5.60% | 6.15% | -4.56% | 9.58% | 5.86% | 0.73% | 0.07% | -2.55% | 0.79% | -0.80% | 6.89% | 0.99% | 17.64% |
| 2014 | 5.23% | 20.62% | -6.47% | 1.18% | 1.64% | 6.15% | -3.78% | 12.85% | -5.27% | 2.25% | 4.02% | -4.64% | 35.19% |
Expense Ratio
Base 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
With an overall rank of 79, Base is among the top 21% of 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 | |
|---|---|---|---|---|---|
TSLA Tesla, Inc. | 1.03 | 1.74 | 1.21 | 1.15 | 2.83 |
AAPL Apple Inc | 0.25 | 0.63 | 1.09 | 0.28 | 0.95 |
NVDA NVIDIA Corporation | 0.53 | 1.05 | 1.13 | 0.78 | 1.94 |
VOO Vanguard S&P 500 ETF | 0.52 | 0.89 | 1.13 | 0.57 | 2.18 |
BRK-B Berkshire Hathaway Inc. | 1.31 | 1.87 | 1.27 | 3.01 | 7.59 |
JPM JPMorgan Chase & Co. | 1.09 | 1.77 | 1.26 | 1.43 | 4.82 |
Dividends
Dividend yield
Base provided a 0.39% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.39% | 0.36% | 0.44% | 0.56% | 0.42% | 0.52% | 0.58% | 0.73% | 0.57% | 0.70% | 0.90% | 0.94% |
| Portfolio components: | ||||||||||||
TSLA Tesla, 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% |
AAPL Apple Inc | 0.50% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
NVDA NVIDIA Corporation | 0.03% | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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% |
JPM JPMorgan Chase & Co. | 2.00% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Base. 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 Base was 47.89%, occurring on Mar 18, 2020. Recovery took 58 trading sessions.
The current Base drawdown is 20.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.89% | Feb 20, 2020 | 20 | Mar 18, 2020 | 58 | Jun 10, 2020 | 78 |
| -46.34% | Jan 4, 2022 | 251 | Jan 3, 2023 | 110 | Jun 12, 2023 | 361 |
| -34.28% | Dec 18, 2024 | 75 | Apr 8, 2025 | — | — | — |
| -31.53% | Aug 8, 2018 | 205 | Jun 3, 2019 | 102 | Oct 25, 2019 | 307 |
| -25.48% | Dec 2, 2015 | 48 | Feb 10, 2016 | 35 | Apr 1, 2016 | 83 |
Volatility
Volatility Chart
The current Base volatility is 12.08%, 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.
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 6 assets, with an effective number of assets of 4.17, 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 | TSLA | AAPL | JPM | NVDA | BRK-B | VOO | Portfolio | |
|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.46 | 0.62 | 0.67 | 0.61 | 0.72 | 1.00 | 0.68 |
| TSLA | 0.46 | 1.00 | 0.37 | 0.26 | 0.39 | 0.25 | 0.45 | 0.90 |
| AAPL | 0.62 | 0.37 | 1.00 | 0.34 | 0.47 | 0.39 | 0.63 | 0.55 |
| JPM | 0.67 | 0.26 | 0.34 | 1.00 | 0.34 | 0.70 | 0.66 | 0.44 |
| NVDA | 0.61 | 0.39 | 0.47 | 0.34 | 1.00 | 0.33 | 0.60 | 0.67 |
| BRK-B | 0.72 | 0.25 | 0.39 | 0.70 | 0.33 | 1.00 | 0.72 | 0.43 |
| VOO | 1.00 | 0.45 | 0.63 | 0.66 | 0.60 | 0.72 | 1.00 | 0.68 |
| Portfolio | 0.68 | 0.90 | 0.55 | 0.44 | 0.67 | 0.43 | 0.68 | 1.00 |