Weird stock picking
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
0OFM.L Compagnie Generale des Etablissements Michelin SCA | Consumer Cyclical | 20% |
1810.HK Xiaomi Corp | Technology | 20% |
HESAY Hermes International SA | Consumer Cyclical | 20% |
PAF.L Pan African Resources plc | Basic Materials | 20% |
TCEHY Tencent Holdings Limited | Communication Services | 20% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Weird stock picking, 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 Jul 9, 2018, corresponding to the inception date of 1810.HK
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 25.48% | 2.14% | 12.76% | 33.14% | 13.96% | 11.39% |
| Weird stock picking | 39.88% | -3.66% | 6.56% | 44.07% | 21.53% | N/A |
| Portfolio components: | ||||||
TCEHY Tencent Holdings Limited | 33.78% | -10.26% | -2.04% | 24.27% | 6.20% | 12.56% |
1810.HK Xiaomi Corp | 85.83% | 22.17% | 45.21% | 82.79% | 27.11% | N/A |
PAF.L Pan African Resources plc | 89.14% | -12.56% | 23.56% | 106.80% | 28.15% | 12.70% |
HESAY Hermes International SA | 1.21% | -8.47% | -14.91% | 3.61% | 24.24% | 22.70% |
0OFM.L Compagnie Generale des Etablissements Michelin SCA | -5.29% | -12.00% | -16.56% | 6.16% | 4.02% | 8.87% |
Monthly Returns
The table below presents the monthly returns of Weird stock picking, 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 | -5.85% | 8.95% | 9.05% | 5.85% | 4.83% | -1.77% | 2.34% | 7.39% | 8.22% | -0.42% | 39.88% | ||
| 2023 | 14.87% | -8.24% | 8.68% | 0.41% | -10.83% | 3.47% | 10.64% | -5.15% | -3.63% | 3.91% | 11.93% | 0.60% | 25.60% |
| 2022 | -1.94% | -5.56% | -3.57% | -7.72% | -1.63% | -2.45% | -0.56% | -6.46% | -12.29% | -0.62% | 19.26% | 2.76% | -21.42% |
| 2021 | 2.14% | -4.59% | -2.12% | 4.17% | 14.01% | -7.73% | -3.30% | -1.89% | -7.61% | 6.26% | 0.17% | 0.21% | -2.28% |
| 2020 | 2.21% | -2.60% | -11.97% | 12.96% | 9.06% | 9.67% | 14.19% | 14.55% | -7.32% | 3.03% | 8.06% | 12.56% | 79.85% |
| 2019 | 7.21% | 4.04% | -1.05% | 5.31% | -7.49% | 5.76% | -2.75% | 0.44% | -3.43% | 4.88% | -1.35% | 10.68% | 22.84% |
| 2018 | 0.82% | -3.18% | 0.46% | -13.28% | 6.41% | -2.41% | -11.68% |
Expense Ratio
Weird stock picking 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 rank of Weird stock picking is 29, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative 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 | |
|---|---|---|---|---|---|
TCEHY Tencent Holdings Limited | 0.65 | 1.16 | 1.14 | 0.36 | 2.44 |
1810.HK Xiaomi Corp | 2.29 | 3.07 | 1.38 | 1.39 | 7.72 |
PAF.L Pan African Resources plc | 2.50 | 3.12 | 1.38 | 2.78 | 20.79 |
HESAY Hermes International SA | 0.00 | 0.20 | 1.03 | 0.00 | 0.00 |
0OFM.L Compagnie Generale des Etablissements Michelin SCA | 0.20 | 0.42 | 1.06 | 0.20 | 0.62 |
Dividends
Dividend yield
Weird stock picking provided a 1.77% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.77% | 3.15% | 2.91% | 1.55% | 1.14% | 1.07% | 1.06% | 1.40% | 114.32% | 140.03% | 149.85% | 119.36% |
| Portfolio components: | ||||||||||||
TCEHY Tencent Holdings Limited | 0.87% | 6.80% | 4.27% | 0.35% | 0.22% | 0.26% | 0.29% | 0.15% | 0.25% | 0.23% | 0.04% | 0.20% |
1810.HK Xiaomi Corp | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PAF.L Pan African Resources plc | 2.35% | 4.45% | 5.44% | 5.51% | 2.75% | 1.00% | 0.00% | 3.37% | 567.74% | 694.53% | 744.83% | 592.59% |
HESAY Hermes International SA | 1.27% | 0.65% | 0.58% | 0.31% | 0.81% | 0.68% | 0.90% | 0.76% | 0.92% | 2.57% | 1.04% | 0.91% |
0OFM.L Compagnie Generale des Etablissements Michelin SCA | 4.36% | 3.85% | 4.25% | 1.59% | 1.90% | 3.40% | 4.11% | 2.71% | 2.70% | 2.83% | 3.33% | 3.12% |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Weird stock picking. 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 Weird stock picking was 46.37%, occurring on Oct 24, 2022. Recovery took 386 trading sessions.
The current Weird stock picking drawdown is 8.30%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.37% | Jun 1, 2021 | 364 | Oct 24, 2022 | 386 | Apr 24, 2024 | 750 |
| -28.8% | Feb 14, 2020 | 24 | Mar 18, 2020 | 43 | May 19, 2020 | 67 |
| -22.63% | Jul 19, 2018 | 74 | Oct 30, 2018 | 301 | Dec 31, 2019 | 375 |
| -12.48% | Sep 2, 2020 | 18 | Sep 25, 2020 | 29 | Nov 5, 2020 | 47 |
| -12.38% | Feb 12, 2021 | 29 | Mar 24, 2021 | 43 | May 25, 2021 | 72 |
Volatility
Volatility Chart
The current Weird stock picking volatility is 7.58%, 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
| PAF.L | 1810.HK | 0OFM.L | HESAY | TCEHY | |
|---|---|---|---|---|---|
| PAF.L | 1.00 | 0.10 | 0.12 | 0.12 | 0.14 |
| 1810.HK | 0.10 | 1.00 | 0.15 | 0.19 | 0.33 |
| 0OFM.L | 0.12 | 0.15 | 1.00 | 0.43 | 0.26 |
| HESAY | 0.12 | 0.19 | 0.43 | 1.00 | 0.31 |
| TCEHY | 0.14 | 0.33 | 0.26 | 0.31 | 1.00 |