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Main
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


SPY 47.5%QQQ 23%AAPL 7.5%AMZN 5%NVDA 5%MSFT 5%TSLA 3%SMH 2%INTU 1%CTAS 1%EquityEquity
PositionCategory/SectorTarget Weight
AAPL
Apple Inc
Technology
7.50%
AMZN
Amazon.com, Inc.
Consumer Cyclical
5%
CTAS
Cintas Corporation
Industrials
1%
INTU
Intuit Inc.
Technology
1%
MSFT
Microsoft Corporation
Technology
5%
NVDA
NVIDIA Corporation
Technology
5%
QQQ
Invesco QQQ
Large Cap Blend Equities
23%
SMH
VanEck Vectors Semiconductor ETF
Technology Equities
2%
SPY
SPDR S&P 500 ETF
Large Cap Growth Equities
47.50%
TSLA
Tesla, Inc.
Consumer Cyclical
3%

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Main, 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
10.34%
3.48%
Main
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 12, 2025, the Main returned -0.03% Year-To-Date and 34.70% of annualized return in the last 10 years.


YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500
-0.93%-3.71%3.77%21.81%12.17%11.26%
Main-0.03%-2.06%10.34%88.32%46.02%34.75%
AAPL
Apple Inc
-5.42%-4.55%1.27%28.02%25.84%26.04%
AMZN
Amazon.com, Inc.
-0.21%-3.75%13.61%41.60%18.75%31.28%
NVDA
NVIDIA Corporation
1.21%1.24%5.83%148.47%86.50%76.26%
QQQ
Invesco QQQ
-0.79%-4.25%2.53%24.57%19.02%18.54%
SPY
SPDR S&P 500 ETF
-0.95%-3.60%4.04%23.34%13.86%13.16%
MSFT
Microsoft Corporation
-0.60%-6.33%-7.36%8.65%21.95%26.68%
TSLA
Tesla, Inc.
-2.25%-9.51%56.25%80.34%63.13%40.99%
INTU
Intuit Inc.
-0.64%-4.87%-4.96%2.53%18.77%22.92%
CTAS
Cintas Corporation
3.61%-10.38%6.33%28.72%22.86%26.77%
SMH
VanEck Vectors Semiconductor ETF
2.07%-0.49%-9.33%43.55%29.16%26.38%
*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20245.79%16.75%6.36%-3.34%16.71%10.76%-1.80%0.63%3.96%4.50%8.28%0.72%92.17%
202321.38%8.38%10.06%-3.74%19.23%12.77%5.49%0.95%-7.85%-6.51%13.84%4.65%104.83%
2022-10.87%-3.63%11.92%-19.75%-4.69%-11.80%20.80%-8.16%-10.09%-0.78%2.23%-16.69%-45.34%
20213.36%-4.24%0.22%7.75%-2.76%10.40%0.89%7.29%-3.30%21.11%8.91%-4.28%51.62%
20206.86%-2.63%-8.19%18.71%7.92%10.23%13.05%24.47%-6.58%-5.66%16.39%8.48%111.21%
20197.37%3.34%5.00%3.78%-11.07%10.19%2.54%-1.94%1.96%6.90%4.53%6.33%44.31%
201812.81%-0.82%-5.10%1.18%6.12%0.68%2.51%8.76%-0.76%-11.17%-4.05%-10.47%-3.10%
20174.84%2.32%3.48%2.00%8.86%-0.56%3.23%3.12%0.65%7.19%0.98%-0.37%41.60%
2016-8.18%-0.87%9.02%-0.77%4.86%-1.22%7.54%0.70%2.74%-1.28%3.89%4.49%21.62%
2015-2.05%6.58%-2.87%4.53%2.86%-1.66%3.28%-5.57%-1.13%8.13%2.70%-1.12%13.51%
2014-1.96%8.15%-2.37%0.23%3.09%3.87%-1.23%7.13%-2.46%2.10%4.43%-3.04%18.54%

Expense Ratio

Main has an expense ratio of 0.10%, 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 QQQ: current value at 0.20% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.20%
Expense ratio chart for SPY: current value at 0.09% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.09%
Expense ratio chart for SMH: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 84, Main is among the top 16% 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 Main is 8484
Overall Rank
The Sharpe Ratio Rank of Main is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of Main is 8383
Sortino Ratio Rank
The Omega Ratio Rank of Main is 8282
Omega Ratio Rank
The Calmar Ratio Rank of Main is 8585
Calmar Ratio Rank
The Martin Ratio Rank of Main is 8282
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 Main, currently valued at 2.45, compared to the broader market-1.000.001.002.003.004.002.451.77
The chart of Sortino ratio for Main, currently valued at 2.97, compared to the broader market-2.000.002.004.002.972.37
The chart of Omega ratio for Main, currently valued at 1.38, compared to the broader market0.801.001.201.401.601.801.381.32
The chart of Calmar ratio for Main, currently valued at 3.95, compared to the broader market0.002.004.006.008.0010.003.952.65
The chart of Martin ratio for Main, currently valued at 13.60, compared to the broader market0.0010.0020.0030.0040.0013.6011.13
Main
^GSPC

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
AAPL
Apple Inc
1.271.891.241.724.48
AMZN
Amazon.com, Inc.
1.592.211.282.297.41
NVDA
NVIDIA Corporation
2.953.291.415.7617.59
QQQ
Invesco QQQ
1.431.941.261.906.73
SPY
SPDR S&P 500 ETF
1.902.541.352.8612.22
MSFT
Microsoft Corporation
0.620.911.120.801.76
TSLA
Tesla, Inc.
1.061.851.221.043.72
INTU
Intuit Inc.
0.130.361.050.210.54
CTAS
Cintas Corporation
1.381.831.311.566.43
SMH
VanEck Vectors Semiconductor ETF
1.261.771.221.774.31

The current Main Sharpe ratio is 2.45. 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 1.94, 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 Main 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
2.45
1.77
Main
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

Main provided a 0.80% dividend yield over the last twelve months.


TTM20242023202220212020201920182017201620152014
Portfolio0.80%0.79%0.91%1.12%0.77%0.97%1.20%1.48%1.31%1.53%1.59%1.60%
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%
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%
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%
QQQ
Invesco QQQ
0.56%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%1.41%
SPY
SPDR S&P 500 ETF
1.22%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%1.87%
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%
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%
INTU
Intuit Inc.
0.62%0.60%0.52%0.72%0.38%0.42%0.74%0.83%0.89%1.08%1.09%0.89%
CTAS
Cintas Corporation
0.77%0.80%0.83%0.93%0.77%0.79%0.95%1.22%1.04%1.15%1.15%2.17%
SMH
VanEck Vectors Semiconductor ETF
0.43%0.44%0.60%1.18%0.51%0.69%1.50%1.88%1.43%0.80%2.14%1.16%

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.


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-6.72%
-4.32%
Main
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Main. 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 Main was 50.22%, occurring on Jan 5, 2023. Recovery took 129 trading sessions.

The current Main drawdown is 6.72%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.22%Nov 22, 2021282Jan 5, 2023129Jul 13, 2023411
-32.46%Feb 20, 202018Mar 16, 202053Jun 1, 202071
-30.55%Oct 2, 201858Dec 24, 2018223Nov 12, 2019281
-22.64%Jul 11, 202420Aug 7, 202452Oct 21, 202472
-19.06%Feb 9, 202119Mar 8, 202175Jun 23, 202194

Volatility

Volatility Chart

The current Main volatility is 9.91%, 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
9.91%
4.66%
Main
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.

TSLACTASAAPLAMZNNVDAINTUMSFTSMHSPYQQQ
TSLA1.000.290.370.380.380.360.350.430.440.51
CTAS0.291.000.410.430.410.540.520.530.700.62
AAPL0.370.411.000.490.470.470.550.560.620.74
AMZN0.380.430.491.000.490.530.580.540.620.73
NVDA0.380.410.470.491.000.510.540.770.600.69
INTU0.360.540.470.530.511.000.620.610.690.72
MSFT0.350.520.550.580.540.621.000.630.720.78
SMH0.430.530.560.540.770.610.631.000.770.83
SPY0.440.700.620.620.600.690.720.771.000.90
QQQ0.510.620.740.730.690.720.780.830.901.00
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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