m-tech minimized

Asset Allocation

Position	Category/Sector	Target Weight
ALGN Align Technology, Inc.	Healthcare	9%
AMD Advanced Micro Devices, Inc.	Technology	9%
DVN Devon Energy Corporation	Energy	9%
GOOG Alphabet Inc	Communication Services	9%
INTC Intel Corporation	Technology	9%
META Meta Platforms, Inc.	Communication Services	10%
MRO Marathon Oil Corporation	Energy	9%
MU Micron Technology, Inc.	Technology	9%
NVDA NVIDIA Corporation	Technology	9%
QCOM QUALCOMM Incorporated	Technology	9%
VLO Valero Energy Corporation	Energy	9%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in m-tech minimized, 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.

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The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG

Returns By Period

As of Apr 2, 2026, the m-tech minimized returned 10.52% Year-To-Date and 32.58% of annualized return in the last 10 years.

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-3.43%	-3.84%	-1.98%	16.08%	16.86%	10.37%	12.29%
Portfolio m-tech minimized	0.85%	2.82%	10.52%	23.78%	67.34%	31.84%	24.18%	32.58%
Portfolio components:
INTC Intel Corporation	4.89%	16.89%	36.53%	35.07%	129.21%	16.21%	-3.01%	7.04%
AMD Advanced Micro Devices, Inc.	3.47%	13.90%	1.56%	28.14%	111.25%	31.09%	21.81%	54.37%
NVDA NVIDIA Corporation	0.93%	-1.47%	-4.88%	-6.08%	60.69%	85.17%	66.71%	70.07%
QCOM QUALCOMM Incorporated	-0.38%	-7.61%	-25.39%	-24.04%	-15.78%	2.87%	0.53%	12.71%
ALGN Align Technology, Inc.	-1.23%	-6.59%	9.25%	32.56%	4.04%	-19.53%	-20.73%	8.81%
DVN Devon Energy Corporation	1.85%	13.06%	35.81%	45.89%	33.89%	0.61%	22.00%	10.48%
VLO Valero Energy Corporation	1.09%	12.12%	50.86%	50.05%	88.04%	24.50%	30.97%	18.97%
MRO Marathon Oil Corporation	—	—	—	—	—	—	—	—
MU Micron Technology, Inc.	-0.44%	-3.50%	28.37%	99.60%	314.35%	84.06%	32.37%	42.60%
GOOG Alphabet Inc	-0.15%	-2.93%	-6.10%	19.65%	86.00%	41.44%	22.67%	23.06%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 4, 2014, m-tech minimized's average daily return is +0.11%, while the average monthly return is +2.23%. At this rate, your investment would double in approximately 2.6 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +31.1%, while the worst month was Oct 2018 at -19.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, m-tech minimized closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +14.2%, while the worst single day was Mar 16, 2020 at -15.4%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	10.38%	-0.98%	-1.58%	2.74%									10.52%
2025	4.48%	-2.36%	-5.15%	-4.97%	8.89%	12.26%	-0.42%	5.27%	9.45%	12.12%	0.35%	1.89%	47.83%
2024	2.84%	10.57%	10.22%	-7.37%	7.20%	2.06%	-5.24%	-3.82%	1.21%	-3.33%	2.53%	-5.85%	9.34%
2023	16.16%	0.60%	12.18%	-0.98%	5.26%	5.20%	9.61%	-2.48%	-3.07%	-5.91%	10.37%	9.72%	69.72%
2022	-4.67%	1.92%	1.59%	-12.63%	9.66%	-19.11%	10.64%	-4.69%	-15.11%	6.04%	8.77%	-9.36%	-28.41%
2021	1.86%	14.70%	-0.39%	5.63%	3.11%	7.66%	-1.28%	4.20%	-1.69%	6.75%	9.43%	2.14%	64.65%

Benchmark Metrics

m-tech minimized has an annualized alpha of 11.49%, beta of 1.37, and R² of 0.73 versus S&P 500 Index. Calculated based on daily prices since April 04, 2014.

This portfolio captured 199.30% of S&P 500 Index gains and 126.13% of its losses — amplifying both gains and losses, but participating more in upside than downside.
This portfolio generated an annualized alpha of 11.49% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Alpha: 11.49%

Beta: 1.37

R²: 0.73

Upside Capture: 199.30%

Downside Capture: 126.13%

Expense Ratio

m-tech minimized 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.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Risk / Return Rank

m-tech minimized ranks 93 for risk / return — in the top 93% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	2.30	0.88	+1.42
Sortino ratio Return per unit of downside risk	2.99	1.37	+1.63
Omega ratio Gain probability vs. loss probability	1.44	1.21	+0.23
Calmar ratio Return relative to maximum drawdown	4.11	1.39	+2.72
Martin ratio Return relative to average drawdown	19.30	6.43	+12.86
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
INTC Intel Corporation	89	1.94	2.64	1.33	5.32	12.19
AMD Advanced Micro Devices, Inc.	85	1.73	2.48	1.32	4.02	8.17
NVDA NVIDIA Corporation	81	1.47	2.17	1.27	3.02	7.54
QCOM QUALCOMM Incorporated	21	-0.41	-0.35	0.95	-0.48	-1.18
ALGN Align Technology, Inc.	43	0.07	0.48	1.09	0.20	0.35
DVN Devon Energy Corporation	65	0.81	1.32	1.18	1.20	3.25
VLO Valero Energy Corporation	90	2.27	2.76	1.39	4.06	12.02
MRO Marathon Oil Corporation	—	—	—	—	—	—
MU Micron Technology, Inc.	98	4.84	3.99	1.54	10.37	34.71
GOOG Alphabet Inc	94	2.87	3.82	1.47	4.14	15.67

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

m-tech minimized Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

1-Year: 2.30
5-Year: 0.87
10-Year: 1.12
All Time: 0.94

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.00 to 1.69, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of m-tech minimized compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

m-tech minimized provided a 0.67% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	0.67%	0.74%	1.33%	1.22%	1.97%	1.44%	1.52%	1.07%	1.29%	0.92%	1.09%	1.67%
Portfolio components:
INTC Intel Corporation	0.00%	0.00%	1.87%	1.47%	5.52%	2.70%	2.65%	2.11%	2.56%	2.33%	2.87%	2.79%
AMD Advanced Micro Devices, 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%
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%
QCOM QUALCOMM Incorporated	2.81%	2.06%	2.18%	2.18%	2.67%	1.47%	1.69%	2.81%	4.27%	3.50%	3.17%	3.72%
ALGN Align Technology, 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%
DVN Devon Energy Corporation	1.94%	2.62%	4.43%	4.55%	8.41%	5.24%	4.30%	1.35%	1.33%	0.58%	0.92%	3.00%
VLO Valero Energy Corporation	1.88%	2.78%	3.49%	3.14%	3.09%	5.22%	6.93%	3.84%	4.27%	2.34%	3.51%	2.40%
MRO Marathon Oil Corporation	0.00%	0.00%	1.54%	1.70%	1.18%	1.10%	1.20%	1.47%	1.39%	1.18%	1.16%	5.40%
MU Micron Technology, Inc.	0.14%	0.16%	0.55%	0.54%	0.89%	0.21%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
GOOG Alphabet Inc	0.29%	0.26%	0.32%	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 m-tech minimized. 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 m-tech minimized was 41.84%, occurring on Mar 18, 2020. Recovery took 55 trading sessions.

The current m-tech minimized drawdown is 2.76%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-41.84%	Feb 20, 2020	20	Mar 18, 2020	55	Jun 5, 2020	75
-36.01%	Oct 2, 2018	58	Dec 24, 2018	244	Dec 12, 2019	302
-33.36%	Dec 28, 2021	188	Sep 26, 2022	178	Jun 12, 2023	366
-32.66%	Jul 11, 2024	187	Apr 8, 2025	106	Sep 10, 2025	293
-29.17%	Aug 27, 2014	368	Feb 11, 2016	74	May 27, 2016	442

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 11 assets, with an effective number of assets of 10.99, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	VLO	MRO	DVN	ALGN	META	AMD	GOOG	INTC	MU	NVDA	QCOM	Portfolio
Benchmark	1.00	0.39	0.39	0.41	0.58	0.61	0.52	0.69	0.61	0.58	0.63	0.65	0.80
VLO	0.39	1.00	0.50	0.52	0.23	0.18	0.20	0.24	0.28	0.29	0.20	0.28	0.51
MRO	0.39	0.50	1.00	0.79	0.22	0.17	0.18	0.22	0.26	0.28	0.19	0.26	0.54
DVN	0.41	0.52	0.79	1.00	0.25	0.16	0.21	0.21	0.30	0.31	0.20	0.29	0.57
ALGN	0.58	0.23	0.22	0.25	1.00	0.41	0.37	0.43	0.39	0.39	0.40	0.43	0.57
META	0.61	0.18	0.17	0.16	0.41	1.00	0.41	0.63	0.40	0.40	0.50	0.43	0.58
AMD	0.52	0.20	0.18	0.21	0.37	0.41	1.00	0.42	0.46	0.51	0.63	0.50	0.69
GOOG	0.69	0.24	0.22	0.21	0.43	0.63	0.42	1.00	0.43	0.43	0.51	0.47	0.62
INTC	0.61	0.28	0.26	0.30	0.39	0.40	0.46	0.43	1.00	0.54	0.51	0.55	0.67
MU	0.58	0.29	0.28	0.31	0.39	0.40	0.51	0.43	0.54	1.00	0.58	0.55	0.73
NVDA	0.63	0.20	0.19	0.20	0.40	0.50	0.63	0.51	0.51	0.58	1.00	0.56	0.71
QCOM	0.65	0.28	0.26	0.29	0.43	0.43	0.50	0.47	0.55	0.55	0.56	1.00	0.70
Portfolio	0.80	0.51	0.54	0.57	0.57	0.58	0.69	0.62	0.67	0.73	0.71	0.70	1.00

The correlation results are calculated based on daily price changes starting from Apr 4, 2014

m-tech minimized

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table