Current 28 Apr
Just in case Crisis cause FEAR now ard 40, Keep Base SMH and Voo ard 50%.
SMH = 40% 20k VOO = 10% 7k CELH = 20% 9k (buy since drop 15%) SMCI = 20% 8k (buy since drop 15%) AVGO = KLAC = BTC = 10% 5k (BTC + IBIT)
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BTC-USD Bitcoin | 10% | |
CELH Celsius Holdings, Inc. | Consumer Defensive | 20% |
SMCI Super Micro Computer, Inc. | Technology | 20% |
SMH VanEck Vectors Semiconductor ETF | Technology Equities | 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 Current 28 Apr, 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
The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of Sep 14, 2024, the Current 28 Apr returned 37.20% Year-To-Date and 52.77% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 18.10% | 1.42% | 10.08% | 26.58% | 13.42% | 10.87% |
| Current 28 Apr | 36.50% | -9.23% | -24.16% | 54.13% | 69.29% | 52.62% |
| Portfolio components: | ||||||
SMH VanEck Vectors Semiconductor ETF | 35.48% | -3.97% | 8.53% | 62.34% | 34.27% | 28.08% |
VOO Vanguard S&P 500 ETF | 19.06% | 1.40% | 9.96% | 28.25% | 15.16% | 12.86% |
CELH Celsius Holdings, Inc. | -39.14% | -17.40% | -62.94% | -49.61% | 93.70% | 68.81% |
SMCI Super Micro Computer, Inc. | 60.82% | -27.30% | -54.32% | 83.41% | 87.59% | 32.02% |
BTC-USD Bitcoin | 40.03% | -0.50% | -12.38% | 123.04% | 42.15% | 65.04% |
Monthly Returns
The table below presents the monthly returns of Current 28 Apr, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 18.32% | 39.06% | 9.95% | -9.66% | 7.50% | -1.59% | -8.11% | -11.67% | 36.50% | ||||
| 2023 | 8.24% | 4.26% | 9.57% | -1.61% | 35.19% | 10.10% | 8.26% | -0.19% | -5.90% | -3.83% | 10.43% | 8.44% | 112.05% |
| 2022 | -15.39% | 4.30% | -2.14% | -7.61% | 11.36% | -14.89% | 23.36% | 2.80% | -12.73% | 7.69% | 17.87% | -7.81% | -2.06% |
| 2021 | 3.65% | 10.15% | 4.27% | 3.12% | 0.05% | 6.18% | 1.83% | 5.59% | -1.35% | 8.38% | 0.76% | 1.75% | 53.73% |
| 2020 | 7.51% | -3.24% | -18.05% | 15.77% | 24.05% | 12.62% | 12.75% | 8.51% | 1.76% | -2.53% | 30.27% | 23.79% | 169.83% |
| 2019 | 9.82% | 6.56% | 7.86% | 7.83% | -3.23% | 14.06% | 3.48% | -4.80% | -1.62% | 5.90% | 8.17% | 7.27% | 78.91% |
| 2018 | 4.34% | -5.61% | -8.65% | 5.73% | 5.63% | -3.36% | 1.08% | 0.28% | -3.77% | -13.51% | -0.78% | -8.08% | -25.29% |
| 2017 | 9.65% | 3.64% | 1.90% | 2.01% | 13.08% | 1.06% | 4.02% | 12.18% | 1.78% | 4.62% | 8.88% | 7.31% | 95.99% |
| 2016 | 0.76% | 1.83% | 8.73% | -3.02% | 5.41% | 0.81% | -0.09% | 0.89% | 4.33% | 0.13% | 9.27% | 5.69% | 39.83% |
| 2015 | 5.19% | 21.75% | -0.98% | 17.00% | 2.76% | 2.50% | -4.40% | -9.46% | 1.78% | 6.56% | -1.66% | 5.07% | 51.58% |
| 2014 | 8.20% | -0.70% | 21.08% | 0.37% | 4.22% | 7.11% | -0.84% | -0.06% | -2.97% | 0.14% | 4.36% | 1.70% | 48.98% |
| 2013 | 12.21% | 10.98% | 35.77% | 4.55% | 1.27% | 3.00% | 8.91% | 14.62% | -0.91% | 2.08% | 70.22% | -15.50% | 234.79% |
Expense Ratio
Current 28 Apr has an expense ratio of 0.14%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Current 28 Apr is 13, indicating that it is in the bottom 13% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 | |
|---|---|---|---|---|---|
SMH VanEck Vectors Semiconductor ETF | 1.58 | 2.10 | 1.27 | 0.98 | 6.49 |
VOO Vanguard S&P 500 ETF | 2.27 | 3.01 | 1.42 | 1.09 | 13.71 |
CELH Celsius Holdings, Inc. | -0.90 | -1.38 | 0.83 | -0.76 | -1.63 |
SMCI Super Micro Computer, Inc. | 0.62 | 1.62 | 1.22 | 0.43 | 2.07 |
BTC-USD Bitcoin | 0.72 | 1.36 | 1.14 | 0.34 | 3.16 |
Dividends
Dividend yield
Current 28 Apr granted a 0.30% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current 28 Apr | 0.30% | 0.38% | 1.12% | 0.53% | 0.70% | 2.59% | 1.71% | 1.32% | 0.84% | 1.92% | 1.11% | 1.43% |
| Portfolio components: | ||||||||||||
SMH VanEck Vectors Semiconductor ETF | 0.44% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
CELH Celsius Holdings, 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% |
SMCI Super Micro Computer, 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% |
BTC-USD Bitcoin | 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Current 28 Apr. 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 Current 28 Apr was 50.69%, occurring on Oct 3, 2011. Recovery took 534 trading sessions.
The current Current 28 Apr drawdown is 30.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.69% | Jun 10, 2011 | 116 | Oct 3, 2011 | 534 | Mar 20, 2013 | 650 |
| -39.09% | Feb 13, 2020 | 33 | Mar 16, 2020 | 67 | May 22, 2020 | 100 |
| -36.99% | Mar 14, 2024 | 177 | Sep 6, 2024 | — | — | — |
| -36.95% | Dec 19, 2017 | 372 | Dec 25, 2018 | 183 | Jun 26, 2019 | 555 |
| -32.94% | Nov 9, 2021 | 220 | Jun 16, 2022 | 230 | Feb 1, 2023 | 450 |
Volatility
Volatility Chart
The current Current 28 Apr volatility is 11.03%, 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
| BTC-USD | CELH | SMCI | SMH | VOO | |
|---|---|---|---|---|---|
| BTC-USD | 1.00 | 0.07 | 0.05 | 0.10 | 0.09 |
| CELH | 0.07 | 1.00 | 0.13 | 0.17 | 0.20 |
| SMCI | 0.05 | 0.13 | 1.00 | 0.45 | 0.45 |
| SMH | 0.10 | 0.17 | 0.45 | 1.00 | 0.71 |
| VOO | 0.09 | 0.20 | 0.45 | 0.71 | 1.00 |