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My Trends Portfolio
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


AAPL 13.64%IJH 12.42%MSFT 11.76%VTI 10.62%VFIAX 9.91%NVDA 8.9%AMZN 8.24%VGT 7.33%TSLA 7.26%VNQ 9.92%EquityEquityReal EstateReal Estate
PositionCategory/SectorTarget Weight
AAPL
Apple Inc
Technology
13.64%
AMZN
Amazon.com, Inc.
Consumer Cyclical
8.24%
IJH
iShares Core S&P Mid-Cap ETF
Small Cap Growth Equities
12.42%
MSFT
Microsoft Corporation
Technology
11.76%
NVDA
NVIDIA Corporation
Technology
8.90%
TSLA
Tesla, Inc.
Consumer Cyclical
7.26%
VFIAX
Vanguard 500 Index Fund Admiral Shares
Large Cap Blend Equities
9.91%
VGT
Vanguard Information Technology ETF
Technology Equities
7.33%
VNQ
Vanguard Real Estate ETF
REIT
9.92%
VTI
Vanguard Total Stock Market ETF
Large Cap Growth Equities
10.62%

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in My Trends Portfolio, 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.


-20.00%-10.00%0.00%10.00%20.00%AugustSeptemberOctoberNovemberDecember2025
11.96%
3.10%
My Trends Portfolio
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Jun 29, 2010, corresponding to the inception date of TSLA

Returns By Period

As of Jan 15, 2025, the My Trends Portfolio returned -2.03% Year-To-Date and 40.35% of annualized return in the last 10 years.


YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500
-0.66%-3.44%3.10%22.14%12.04%11.24%
My Trends Portfolio-2.03%-4.17%11.96%95.04%53.27%40.35%
AAPL
Apple Inc
-6.84%-5.98%-0.43%26.09%25.12%25.83%
IJH
iShares Core S&P Mid-Cap ETF
1.27%-3.46%2.17%17.52%10.22%9.95%
MSFT
Microsoft Corporation
-1.38%-7.07%-7.18%7.80%21.29%26.55%
VTI
Vanguard Total Stock Market ETF
-0.48%-3.53%3.99%23.27%13.13%12.70%
VNQ
Vanguard Real Estate ETF
-1.90%-5.98%-0.17%4.35%2.21%4.08%
NVDA
NVIDIA Corporation
-1.88%-1.85%4.29%140.88%84.74%75.64%
AMZN
Amazon.com, Inc.
-0.74%-4.26%12.82%40.84%18.40%31.18%
TSLA
Tesla, Inc.
-1.85%-9.14%54.49%81.08%63.52%41.01%
VFIAX
Vanguard 500 Index Fund Admiral Shares
-0.62%-3.35%3.76%23.77%13.77%13.23%
VGT
Vanguard Information Technology ETF
-1.92%-4.66%1.17%27.43%19.81%20.94%
*Annualized

Monthly Returns

The table below presents the monthly returns of My Trends Portfolio, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20244.20%18.13%6.00%-3.01%17.69%11.46%-1.29%0.16%4.91%4.76%9.88%1.83%101.82%
202326.55%11.72%9.73%-6.05%22.66%15.16%5.41%0.88%-7.98%-8.37%14.95%4.32%121.37%
2022-11.48%-3.87%14.62%-20.96%-6.65%-12.27%24.01%-8.70%-9.43%-3.90%-0.52%-20.92%-51.07%
20215.50%-6.76%-0.55%8.20%-4.47%11.57%0.55%8.12%-2.03%26.56%9.47%-5.75%56.89%
202011.08%-0.83%-8.22%21.42%8.60%13.41%15.86%32.57%-7.81%-6.70%20.30%11.29%167.45%
20196.00%3.40%5.38%2.64%-13.13%11.79%2.65%-2.16%2.60%9.33%5.09%8.19%47.46%
201814.68%-0.50%-6.23%1.77%6.67%1.29%1.37%10.45%-1.43%-11.31%-5.93%-11.13%-3.74%
20175.95%1.14%4.85%2.60%11.47%0.21%2.39%4.28%0.18%8.28%-0.10%-0.92%47.62%
2016-10.04%-0.88%11.50%-0.54%5.18%-1.43%9.04%-0.21%3.21%-1.22%4.48%6.70%26.81%
2015-1.62%5.53%-3.29%6.96%3.55%-0.75%2.88%-4.93%-0.17%5.03%4.55%-0.51%17.72%
20140.64%12.03%-4.13%0.28%2.52%5.53%-2.48%9.82%-4.69%2.35%4.40%-4.50%22.16%

Expense Ratio

My Trends Portfolio has an expense ratio of 0.03%, 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.


Expense ratio chart for IJH: current value at 0.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.06%
Expense ratio chart for VNQ: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%
Expense ratio chart for VGT: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%
Expense ratio chart for VFIAX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%
Expense ratio chart for VTI: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 85, My Trends Portfolio is among the top 15% 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.


The Risk-Adjusted Performance Rank of My Trends Portfolio is 8585
Overall Rank
The Sharpe Ratio Rank of My Trends Portfolio is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of My Trends Portfolio is 8484
Sortino Ratio Rank
The Omega Ratio Rank of My Trends Portfolio is 8484
Omega Ratio Rank
The Calmar Ratio Rank of My Trends Portfolio is 8686
Calmar Ratio Rank
The Martin Ratio Rank of My Trends Portfolio is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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
The chart of Sharpe ratio for My Trends Portfolio, currently valued at 2.37, compared to the broader market-1.000.001.002.003.004.002.371.74
The chart of Sortino ratio for My Trends Portfolio, currently valued at 2.87, compared to the broader market-2.000.002.004.002.872.35
The chart of Omega ratio for My Trends Portfolio, currently valued at 1.37, compared to the broader market0.801.001.201.401.601.371.32
The chart of Calmar ratio for My Trends Portfolio, currently valued at 3.86, compared to the broader market0.002.004.006.008.0010.003.862.62
The chart of Martin ratio for My Trends Portfolio, currently valued at 13.06, compared to the broader market0.0010.0020.0030.0040.0013.0610.82
My Trends Portfolio
^GSPC

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
AAPL
Apple Inc
1.171.761.221.584.09
IJH
iShares Core S&P Mid-Cap ETF
1.101.611.202.075.23
MSFT
Microsoft Corporation
0.450.701.090.571.26
VTI
Vanguard Total Stock Market ETF
1.802.411.332.7210.93
VNQ
Vanguard Real Estate ETF
0.310.521.060.191.17
NVDA
NVIDIA Corporation
2.663.091.385.1915.75
AMZN
Amazon.com, Inc.
1.442.041.262.076.66
TSLA
Tesla, Inc.
1.161.951.231.144.74
VFIAX
Vanguard 500 Index Fund Admiral Shares
1.872.511.342.8311.84
VGT
Vanguard Information Technology ETF
1.291.751.231.826.46

The current My Trends Portfolio Sharpe ratio is 2.37. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 1.22 to 1.90, this portfolio's current Sharpe ratio is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.

Use the chart below to compare the Sharpe ratio of My Trends Portfolio with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
2.37
1.74
My Trends Portfolio
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

My Trends Portfolio provided a 1.00% dividend yield over the last twelve months.


TTM20242023202220212020201920182017201620152014
Portfolio1.00%0.99%1.07%1.24%0.85%1.12%1.30%1.68%1.44%1.76%1.74%1.65%
AAPL
Apple Inc
0.42%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%
IJH
iShares Core S&P Mid-Cap ETF
1.31%1.33%1.46%1.68%1.18%1.28%1.63%1.72%1.19%1.60%1.56%1.34%
MSFT
Microsoft Corporation
0.74%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%
VTI
Vanguard Total Stock Market ETF
1.27%1.27%1.44%1.67%1.21%1.42%1.78%2.04%1.71%1.92%1.98%1.76%
VNQ
Vanguard Real Estate ETF
3.93%3.85%3.95%3.91%2.56%3.93%3.39%4.74%4.23%4.82%3.92%3.60%
NVDA
NVIDIA Corporation
0.02%0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%
AMZN
Amazon.com, 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%
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%
VFIAX
Vanguard 500 Index Fund Admiral Shares
1.24%1.24%1.45%1.68%1.24%1.53%1.87%2.05%1.78%2.02%2.10%1.85%
VGT
Vanguard Information Technology ETF
0.61%0.60%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%1.12%

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-8.77%
-4.06%
My Trends Portfolio
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the My Trends Portfolio. 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 My Trends Portfolio was 56.56%, occurring on Jan 5, 2023. Recovery took 131 trading sessions.

The current My Trends Portfolio drawdown is 8.77%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.56%Jan 4, 2022253Jan 5, 2023131Jul 17, 2023384
-35.75%Feb 20, 202020Mar 18, 202044May 20, 202064
-33.42%Oct 2, 201858Dec 24, 2018244Dec 12, 2019302
-24.17%Jul 11, 202420Aug 7, 202452Oct 21, 202472
-23.57%Feb 9, 202119Mar 8, 202182Jul 2, 2021101

Volatility

Volatility Chart

The current My Trends Portfolio volatility is 10.15%, 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.


0.00%5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
10.15%
4.57%
My Trends Portfolio
Benchmark (^GSPC)
Portfolio components

Diversification

Asset Correlations Table

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

TSLAVNQNVDAAAPLAMZNMSFTIJHVFIAXVGTVTI
TSLA1.000.290.380.370.380.350.410.450.470.46
VNQ0.291.000.300.340.350.410.670.640.500.65
NVDA0.380.301.000.470.490.540.510.600.720.60
AAPL0.370.340.471.000.490.550.490.620.740.61
AMZN0.380.350.490.491.000.580.500.620.660.62
MSFT0.350.410.540.550.581.000.540.720.790.70
IJH0.410.670.510.490.500.541.000.880.750.91
VFIAX0.450.640.600.620.620.720.881.000.890.99
VGT0.470.500.720.740.660.790.750.891.000.89
VTI0.460.650.600.610.620.700.910.990.891.00
The correlation results are calculated based on daily price changes starting from Jun 30, 2010
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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