Stock Picking
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
LLY Eli Lilly and Company | Healthcare | 25% |
NXI.PA Nexity | Real Estate | 25% |
PAF.L Pan African Resources plc | Basic Materials | 25% |
WAF.AX West African Resources Limited | Basic Materials | 25% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Stock Picking, 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 Jun 11, 2010, corresponding to the inception date of WAF.AX
Returns By Period
As of Apr 18, 2025, the Stock Picking returned 25.13% Year-To-Date and 24.19% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -5.91% | -9.57% | 5.19% | 12.98% | 9.68% |
| Stock Picking | 20.01% | 4.35% | 2.50% | 31.03% | 33.83% | 21.27% |
| Portfolio components: | ||||||
WAF.AX West African Resources Limited | 74.17% | 4.79% | 43.89% | 81.39% | 34.06% | 35.95% |
PAF.L Pan African Resources plc | 47.06% | 14.00% | 34.19% | 116.94% | 37.69% | 16.34% |
NXI.PA Nexity | -23.97% | -7.79% | -29.07% | -1.30% | -14.18% | -8.07% |
LLY Eli Lilly and Company | 8.99% | 2.12% | -8.10% | 12.61% | 40.27% | 29.33% |
Monthly Returns
The table below presents the monthly returns of Stock Picking, 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 | 7.60% | 7.25% | -0.60% | 4.61% | 20.01% | ||||||||
| 2024 | 8.02% | 11.25% | 6.44% | 2.22% | 7.05% | 7.49% | -7.44% | 15.20% | -2.86% | -2.74% | -6.03% | -3.23% | 37.83% |
| 2023 | -2.60% | -13.02% | 9.28% | 11.31% | -0.22% | 6.01% | -1.53% | 14.52% | -4.00% | 2.84% | 9.21% | 0.68% | 33.44% |
| 2022 | -9.89% | 3.81% | 8.64% | -1.38% | 2.47% | -0.99% | 1.63% | -8.81% | -2.07% | 7.12% | 7.53% | 0.31% | 6.62% |
| 2021 | 5.63% | -5.88% | -6.20% | 8.53% | 12.27% | -3.43% | 3.88% | 2.93% | -9.68% | 12.58% | -3.02% | 7.52% | 24.42% |
| 2020 | 3.46% | -5.16% | -13.49% | 22.28% | 5.55% | 9.93% | 10.34% | -1.10% | -3.19% | -11.44% | 10.68% | 19.05% | 48.49% |
| 2019 | 6.65% | 3.80% | 1.13% | -7.48% | 2.16% | -1.83% | 5.01% | 8.54% | -3.61% | 5.11% | -3.89% | 9.23% | 25.92% |
| 2018 | 0.78% | -12.32% | 1.90% | -1.69% | -1.24% | 4.81% | 2.15% | 1.74% | -3.03% | -4.90% | 6.75% | -5.36% | -11.28% |
| 2017 | 6.49% | 0.89% | 1.47% | 1.66% | 6.26% | 0.70% | -1.94% | 0.94% | 2.68% | 1.91% | 4.57% | -3.23% | 24.29% |
| 2016 | 4.38% | 3.91% | 9.04% | 6.29% | -1.26% | 9.18% | 10.93% | -6.78% | 6.50% | -8.70% | -7.47% | -5.17% | 19.56% |
| 2015 | 5.77% | -0.96% | -0.99% | 2.33% | 3.55% | -3.87% | -3.37% | 1.22% | -1.61% | 3.16% | -5.19% | 4.45% | 3.86% |
| 2014 | 5.36% | 5.59% | 0.65% | 1.22% | 0.16% | 3.43% | -4.66% | 2.22% | -12.40% | 0.13% | 3.13% | -4.17% | -0.81% |
Expense Ratio
Stock Picking 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 94, Stock Picking is among the top 6% 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 | |
|---|---|---|---|---|---|
WAF.AX West African Resources Limited | 1.47 | 1.90 | 1.28 | 2.72 | 5.73 |
PAF.L Pan African Resources plc | 2.33 | 2.85 | 1.34 | 5.66 | 14.89 |
NXI.PA Nexity | -0.13 | 0.16 | 1.02 | -0.08 | -0.30 |
LLY Eli Lilly and Company | 0.43 | 0.87 | 1.11 | 0.62 | 1.26 |
Dividends
Dividend yield
Stock Picking provided a 0.66% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.66% | 0.87% | 5.03% | 3.98% | 2.79% | 2.58% | 2.13% | 0.82% | 2.67% | 3.35% | 3.53% | 4.17% |
| Portfolio components: | ||||||||||||
WAF.AX West African Resources Limited | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PAF.L Pan African Resources plc | 2.01% | 2.79% | 4.52% | 5.25% | 5.09% | 2.92% | 0.98% | 0.00% | 3.37% | 5.66% | 6.83% | 7.48% |
NXI.PA Nexity | 0.00% | 0.00% | 14.84% | 9.59% | 4.84% | 5.64% | 5.58% | 1.32% | 4.84% | 4.95% | 4.90% | 6.37% |
LLY Eli Lilly and Company | 0.64% | 0.67% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.95% | 2.46% | 2.77% | 2.37% | 2.84% |
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 Stock Picking. 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 Stock Picking was 31.02%, occurring on Oct 4, 2011. Recovery took 269 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.02% | Apr 28, 2011 | 114 | Oct 4, 2011 | 269 | Oct 17, 2012 | 383 |
| -28.22% | Aug 11, 2016 | 91 | Dec 15, 2016 | 743 | Nov 1, 2019 | 834 |
| -26.85% | Feb 21, 2020 | 22 | Mar 23, 2020 | 32 | May 7, 2020 | 54 |
| -26.04% | Dec 3, 2012 | 271 | Dec 19, 2013 | 597 | Apr 15, 2016 | 868 |
| -20.69% | Nov 12, 2010 | 12 | Nov 29, 2010 | 24 | Dec 31, 2010 | 36 |
Volatility
Volatility Chart
The current Stock Picking volatility is 13.13%, 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
Asset Correlations Table
| LLY | PAF.L | WAF.AX | NXI.PA | |
|---|---|---|---|---|
| LLY | 1.00 | 0.05 | 0.07 | 0.11 |
| PAF.L | 0.05 | 1.00 | 0.14 | 0.15 |
| WAF.AX | 0.07 | 0.14 | 1.00 | 0.13 |
| NXI.PA | 0.11 | 0.15 | 0.13 | 1.00 |