KiddoStocks
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AAPL Apple Inc | Technology | 6.67% |
ANET Arista Networks, Inc. | Technology | 6.67% |
AVGO Broadcom Inc. | Technology | 6.67% |
BRK-B Berkshire Hathaway Inc. | Financial Services | 6.67% |
KNSL Kinsale Capital Group, Inc. | Financial Services | 6.67% |
MELI MercadoLibre, Inc. | Consumer Cyclical | 6.67% |
MSFT Microsoft Corporation | Technology | 6.67% |
NVDA NVIDIA Corporation | Technology | 6.67% |
TTD The Trade Desk, Inc. | Technology | 6.67% |
UBER Uber Technologies, Inc. | Technology | 6.67% |
VRT Vertiv Holdings Co. | Industrials | 6.67% |
VRTX Vertex Pharmaceuticals Incorporated | Healthcare | 6.67% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 6.67% |
WING Wingstop Inc. | Consumer Cyclical | 6.67% |
WMT Walmart Inc. | Consumer Defensive | 6.67% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in KiddoStocks, 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 May 10, 2019, corresponding to the inception date of UBER
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 24.72% | 2.30% | 12.31% | 32.12% | 13.81% | 11.31% |
| KiddoStocks | 53.70% | -0.06% | 18.45% | 64.26% | 41.30% | N/A |
| Portfolio components: | ||||||
NVDA NVIDIA Corporation | 196.42% | 11.52% | 55.56% | 200.29% | 96.16% | 77.78% |
VRT Vertiv Holdings Co. | 152.21% | 12.62% | 24.47% | 178.63% | 63.98% | N/A |
AVGO Broadcom Inc. | 54.28% | -3.18% | 21.44% | 77.37% | 44.67% | 38.02% |
ANET Arista Networks, Inc. | 63.88% | -1.62% | 20.58% | 80.57% | 51.73% | 35.09% |
VRTX Vertex Pharmaceuticals Incorporated | 18.94% | -0.07% | 9.83% | 38.54% | 18.23% | 15.84% |
VTI Vanguard Total Stock Market ETF | 25.21% | 2.68% | 13.00% | 33.95% | 14.96% | 12.80% |
MSFT Microsoft Corporation | 14.14% | 1.95% | 1.58% | 16.11% | 24.45% | 26.07% |
AAPL Apple Inc | 19.12% | -2.30% | 20.49% | 21.98% | 28.84% | 24.61% |
WING Wingstop Inc. | 29.10% | -15.88% | -14.94% | 47.79% | 35.92% | N/A |
MELI MercadoLibre, Inc. | 19.39% | -7.74% | 7.88% | 30.06% | 27.86% | 30.45% |
BRK-B Berkshire Hathaway Inc. | 31.13% | 1.08% | 13.21% | 31.09% | 16.34% | 12.42% |
WMT Walmart Inc. | 62.31% | 3.45% | 32.34% | 51.27% | 18.19% | 14.06% |
UBER Uber Technologies, Inc. | 16.03% | -14.13% | 8.16% | 32.89% | 21.71% | N/A |
KNSL Kinsale Capital Group, Inc. | 41.61% | 1.72% | 23.51% | 36.00% | 38.26% | N/A |
TTD The Trade Desk, Inc. | 74.93% | 6.97% | 35.08% | 84.98% | 40.67% | N/A |
Monthly Returns
The table below presents the monthly returns of KiddoStocks, 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 | 7.81% | 12.27% | 3.74% | -5.16% | 9.04% | 6.02% | -0.70% | 6.76% | 2.88% | -1.57% | 53.70% | ||
| 2023 | 12.03% | 5.24% | 6.50% | 2.85% | 7.88% | 9.18% | 2.96% | 5.07% | -3.85% | -1.16% | 11.64% | 5.29% | 83.83% |
| 2022 | -9.31% | -2.74% | 4.46% | -11.33% | -7.67% | -10.01% | 18.05% | 1.00% | -5.82% | 11.12% | 6.18% | -9.14% | -18.27% |
| 2021 | 1.37% | -1.73% | -1.14% | 7.33% | -1.99% | 7.44% | 2.14% | 2.96% | -6.48% | 7.77% | 5.05% | 5.77% | 31.07% |
| 2020 | 6.19% | -4.24% | -10.30% | 16.25% | 13.38% | 6.74% | 9.14% | 8.36% | -2.46% | -3.52% | 20.08% | 1.00% | 73.20% |
| 2019 | -3.95% | 10.81% | 0.90% | -2.07% | -1.86% | 4.04% | 4.28% | 2.92% | 15.25% |
Expense Ratio
KiddoStocks 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
Risk-Adjusted Performance Rank
The current risk-adjusted rank of KiddoStocks is 92, placing it in the top 8% 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 | |
|---|---|---|---|---|---|
NVDA NVIDIA Corporation | 3.87 | 3.90 | 1.51 | 7.41 | 23.35 |
VRT Vertiv Holdings Co. | 3.36 | 3.30 | 1.44 | 4.87 | 13.98 |
AVGO Broadcom Inc. | 1.69 | 2.35 | 1.30 | 3.06 | 9.31 |
ANET Arista Networks, Inc. | 2.06 | 2.61 | 1.36 | 4.05 | 12.28 |
VRTX Vertex Pharmaceuticals Incorporated | 1.60 | 2.55 | 1.32 | 3.23 | 7.02 |
VTI Vanguard Total Stock Market ETF | 2.73 | 3.65 | 1.51 | 3.96 | 17.47 |
MSFT Microsoft Corporation | 0.82 | 1.17 | 1.15 | 1.04 | 2.52 |
AAPL Apple Inc | 0.98 | 1.54 | 1.19 | 1.32 | 3.11 |
WING Wingstop Inc. | 1.18 | 1.53 | 1.24 | 1.45 | 5.43 |
MELI MercadoLibre, Inc. | 0.82 | 1.26 | 1.18 | 0.95 | 3.11 |
BRK-B Berkshire Hathaway Inc. | 2.17 | 3.06 | 1.39 | 4.10 | 10.71 |
WMT Walmart Inc. | 2.72 | 3.61 | 1.56 | 4.74 | 30.19 |
UBER Uber Technologies, Inc. | 0.87 | 1.56 | 1.19 | 1.17 | 2.86 |
KNSL Kinsale Capital Group, Inc. | 0.88 | 1.42 | 1.23 | 1.04 | 1.98 |
TTD The Trade Desk, Inc. | 2.06 | 2.75 | 1.37 | 1.98 | 13.48 |
Dividends
Dividend yield
KiddoStocks provided a 0.33% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.33% | 0.43% | 0.79% | 0.45% | 0.55% | 0.69% | 1.47% | 0.69% | 1.43% | 0.81% | 0.77% | 0.86% |
| Portfolio components: | ||||||||||||
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% | 1.94% |
VRT Vertiv Holdings Co. | 0.08% | 0.05% | 0.07% | 0.04% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVGO Broadcom Inc. | 1.24% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% | 1.22% | 1.66% |
ANET Arista Networks, 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% |
VRTX Vertex Pharmaceuticals Incorporated | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
MSFT Microsoft Corporation | 0.53% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
AAPL Apple Inc | 0.43% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
WING Wingstop Inc. | 0.36% | 0.32% | 3.43% | 0.36% | 0.38% | 0.46% | 10.19% | 0.36% | 9.80% | 0.00% | 0.00% | 0.00% |
MELI MercadoLibre, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.19% | 0.38% | 0.36% | 0.52% | 0.53% |
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% |
WMT Walmart Inc. | 0.96% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% | 2.39% |
UBER Uber Technologies, 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% |
KNSL Kinsale Capital Group, Inc. | 0.12% | 0.17% | 0.20% | 0.18% | 0.18% | 0.31% | 0.50% | 0.53% | 0.29% | 0.00% | 0.00% | 0.00% |
TTD The Trade Desk, 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% |
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 KiddoStocks. 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 KiddoStocks was 35.04%, occurring on Mar 18, 2020. Recovery took 44 trading sessions.
The current KiddoStocks drawdown is 1.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.04% | Feb 20, 2020 | 20 | Mar 18, 2020 | 44 | May 20, 2020 | 64 |
| -34.47% | Dec 28, 2021 | 119 | Jun 16, 2022 | 198 | Mar 31, 2023 | 317 |
| -13.99% | Feb 16, 2021 | 15 | Mar 8, 2021 | 76 | Jun 24, 2021 | 91 |
| -10.39% | Sep 3, 2020 | 15 | Sep 24, 2020 | 12 | Oct 12, 2020 | 27 |
| -10% | Jul 17, 2024 | 14 | Aug 5, 2024 | 8 | Aug 15, 2024 | 22 |
Volatility
Volatility Chart
The current KiddoStocks volatility is 5.11%, 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
| WMT | VRTX | KNSL | WING | BRK-B | UBER | VRT | MELI | TTD | ANET | AAPL | AVGO | NVDA | MSFT | VTI | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WMT | 1.00 | 0.25 | 0.25 | 0.19 | 0.36 | 0.10 | 0.15 | 0.20 | 0.15 | 0.20 | 0.29 | 0.21 | 0.21 | 0.31 | 0.37 |
| VRTX | 0.25 | 1.00 | 0.24 | 0.21 | 0.24 | 0.21 | 0.18 | 0.27 | 0.24 | 0.28 | 0.31 | 0.29 | 0.27 | 0.37 | 0.40 |
| KNSL | 0.25 | 0.24 | 1.00 | 0.28 | 0.39 | 0.24 | 0.28 | 0.29 | 0.29 | 0.30 | 0.30 | 0.28 | 0.26 | 0.30 | 0.45 |
| WING | 0.19 | 0.21 | 0.28 | 1.00 | 0.20 | 0.35 | 0.37 | 0.39 | 0.40 | 0.37 | 0.33 | 0.36 | 0.41 | 0.39 | 0.45 |
| BRK-B | 0.36 | 0.24 | 0.39 | 0.20 | 1.00 | 0.31 | 0.30 | 0.28 | 0.25 | 0.32 | 0.42 | 0.37 | 0.31 | 0.39 | 0.66 |
| UBER | 0.10 | 0.21 | 0.24 | 0.35 | 0.31 | 1.00 | 0.41 | 0.47 | 0.52 | 0.40 | 0.35 | 0.40 | 0.43 | 0.39 | 0.54 |
| VRT | 0.15 | 0.18 | 0.28 | 0.37 | 0.30 | 0.41 | 1.00 | 0.40 | 0.42 | 0.46 | 0.35 | 0.47 | 0.48 | 0.40 | 0.56 |
| MELI | 0.20 | 0.27 | 0.29 | 0.39 | 0.28 | 0.47 | 0.40 | 1.00 | 0.58 | 0.46 | 0.47 | 0.45 | 0.52 | 0.51 | 0.58 |
| TTD | 0.15 | 0.24 | 0.29 | 0.40 | 0.25 | 0.52 | 0.42 | 0.58 | 1.00 | 0.47 | 0.49 | 0.49 | 0.56 | 0.55 | 0.61 |
| ANET | 0.20 | 0.28 | 0.30 | 0.37 | 0.32 | 0.40 | 0.46 | 0.46 | 0.47 | 1.00 | 0.52 | 0.63 | 0.58 | 0.59 | 0.64 |
| AAPL | 0.29 | 0.31 | 0.30 | 0.33 | 0.42 | 0.35 | 0.35 | 0.47 | 0.49 | 0.52 | 1.00 | 0.59 | 0.58 | 0.69 | 0.71 |
| AVGO | 0.21 | 0.29 | 0.28 | 0.36 | 0.37 | 0.40 | 0.47 | 0.45 | 0.49 | 0.63 | 0.59 | 1.00 | 0.69 | 0.62 | 0.71 |
| NVDA | 0.21 | 0.27 | 0.26 | 0.41 | 0.31 | 0.43 | 0.48 | 0.52 | 0.56 | 0.58 | 0.58 | 0.69 | 1.00 | 0.66 | 0.67 |
| MSFT | 0.31 | 0.37 | 0.30 | 0.39 | 0.39 | 0.39 | 0.40 | 0.51 | 0.55 | 0.59 | 0.69 | 0.62 | 0.66 | 1.00 | 0.74 |
| VTI | 0.37 | 0.40 | 0.45 | 0.45 | 0.66 | 0.54 | 0.56 | 0.58 | 0.61 | 0.64 | 0.71 | 0.71 | 0.67 | 0.74 | 1.00 |