2600万円
1.3億円のうち3000万円売ると2400万円。2400万円のポートフォリオ
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AAPL Apple Inc | Technology | 30% |
AVGO Broadcom Inc. | Technology | 11% |
META Meta Platforms, Inc. | Communication Services | 20% |
MSFT Microsoft Corporation | Technology | 35% |
TSLA Tesla, Inc. | Consumer Cyclical | 4% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in 2600万円, 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 May 18, 2012, corresponding to the inception date of META
Returns By Period
As of Apr 19, 2025, the 2600万円 returned -17.86% Year-To-Date and 26.69% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.92% | -9.92% | 5.42% | 12.98% | 9.70% |
| 2600万円 | -17.86% | -8.43% | -10.51% | 9.91% | 26.84% | 26.69% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | -12.57% | -5.17% | -11.70% | -8.33% | 16.60% | 25.95% |
AAPL Apple Inc | -21.25% | -8.48% | -15.99% | 18.48% | 23.54% | 21.45% |
META Meta Platforms, Inc. | -14.28% | -14.14% | -12.86% | 0.30% | 23.02% | 19.72% |
AVGO Broadcom Inc. | -26.02% | -12.30% | -4.40% | 37.48% | 48.99% | 33.58% |
TSLA Tesla, Inc. | -40.23% | 2.34% | 9.37% | 60.99% | 36.97% | 33.07% |
Monthly Returns
The table below presents the monthly returns of 2600万円, 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 | 0.78% | -3.50% | -9.38% | -6.80% | -17.86% | ||||||||
| 2024 | 2.44% | 7.91% | -1.05% | -5.13% | 8.12% | 9.94% | -1.05% | 2.61% | 5.23% | -3.38% | 4.32% | 7.30% | 42.52% |
| 2023 | 11.40% | 5.99% | 14.28% | 4.72% | 9.80% | 7.74% | 2.60% | -3.40% | -4.75% | 1.83% | 11.29% | 4.06% | 86.08% |
| 2022 | -6.25% | -9.63% | 5.65% | -10.47% | -2.92% | -9.91% | 11.06% | -3.96% | -11.96% | -3.14% | 7.97% | -6.31% | -35.51% |
| 2021 | 1.08% | -2.42% | 3.40% | 6.87% | -1.69% | 7.64% | 4.50% | 5.27% | -6.45% | 9.79% | 3.63% | 5.37% | 42.28% |
| 2020 | 5.92% | -6.84% | -8.01% | 17.64% | 6.59% | 10.69% | 8.91% | 18.16% | -8.06% | -3.86% | 9.39% | 6.80% | 67.43% |
| 2019 | 8.28% | 3.61% | 6.06% | 8.72% | -10.09% | 10.75% | 3.41% | -1.42% | 1.85% | 7.84% | 6.53% | 6.20% | 63.16% |
| 2018 | 4.93% | 0.48% | -5.97% | 2.12% | 9.39% | 0.43% | -0.18% | 8.83% | -0.07% | -4.87% | -4.70% | -6.83% | 2.00% |
| 2017 | 7.63% | 5.24% | 4.45% | 3.14% | 4.34% | -2.19% | 5.53% | 5.25% | -2.64% | 8.92% | 1.25% | -0.73% | 47.43% |
| 2016 | -2.75% | -3.54% | 10.57% | -7.42% | 4.96% | -3.30% | 9.06% | 2.31% | 2.05% | 1.69% | -2.27% | 3.01% | 13.61% |
| 2015 | -3.36% | 9.87% | -2.73% | 6.17% | 3.18% | -2.58% | 2.25% | -5.34% | 0.02% | 10.97% | 2.69% | -0.90% | 20.51% |
| 2014 | 1.25% | 7.45% | -0.25% | 2.13% | 5.56% | 3.52% | 2.97% | 7.70% | 1.63% | 1.48% | 5.85% | -2.72% | 42.65% |
Expense Ratio
2600万円 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
The current rank of 2600万円 is 32, indicating average performance compared to other portfolios on our website. Here’s 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 | |
|---|---|---|---|---|---|
MSFT Microsoft Corporation | -0.43 | -0.46 | 0.94 | -0.45 | -1.04 |
AAPL Apple Inc | 0.52 | 0.95 | 1.14 | 0.50 | 2.03 |
META Meta Platforms, Inc. | 0.02 | 0.29 | 1.04 | 0.02 | 0.07 |
AVGO Broadcom Inc. | 0.48 | 1.15 | 1.15 | 0.73 | 2.19 |
TSLA Tesla, Inc. | 0.73 | 1.55 | 1.18 | 0.82 | 2.47 |
Dividends
Dividend yield
2600万円 provided a 0.68% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.68% | 0.55% | 0.60% | 0.91% | 0.63% | 0.85% | 1.12% | 1.47% | 1.29% | 1.56% | 1.52% | 1.50% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.86% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
AAPL Apple Inc | 0.51% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
META Meta Platforms, Inc. | 0.40% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVGO Broadcom Inc. | 1.31% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% | 1.22% |
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% |
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 2600万円. 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 2600万円 was 42.18%, occurring on Nov 3, 2022. Recovery took 144 trading sessions.
The current 2600万円 drawdown is 22.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.18% | Dec 28, 2021 | 216 | Nov 3, 2022 | 144 | Jun 2, 2023 | 360 |
| -32.06% | Feb 20, 2020 | 23 | Mar 23, 2020 | 49 | Jun 2, 2020 | 72 |
| -26.71% | Dec 18, 2024 | 75 | Apr 8, 2025 | — | — | — |
| -22.65% | Oct 4, 2018 | 56 | Dec 24, 2018 | 59 | Mar 21, 2019 | 115 |
| -16.97% | Jul 21, 2015 | 26 | Aug 25, 2015 | 42 | Oct 23, 2015 | 68 |
Volatility
Volatility Chart
The current 2600万円 volatility is 18.14%, 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
| TSLA | META | AVGO | AAPL | MSFT | |
|---|---|---|---|---|---|
| TSLA | 1.00 | 0.34 | 0.38 | 0.38 | 0.37 |
| META | 0.34 | 1.00 | 0.44 | 0.45 | 0.50 |
| AVGO | 0.38 | 0.44 | 1.00 | 0.51 | 0.52 |
| AAPL | 0.38 | 0.45 | 0.51 | 1.00 | 0.56 |
| MSFT | 0.37 | 0.50 | 0.52 | 0.56 | 1.00 |