Killer porftolio
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AAPL Apple Inc | Technology | 33.33% |
MSFT Microsoft Corporation | Technology | 33.33% |
NVDA NVIDIA Corporation | Technology | 33.33% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Killer porftolio, 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 Jan 22, 1999, corresponding to the inception date of NVDA
Returns By Period
As of Dec 19, 2024, the Killer porftolio returned 66.43% Year-To-Date and 44.59% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 23.11% | -0.36% | 7.02% | 23.15% | 12.80% | 11.01% |
| Killer porftolio | 66.43% | -0.45% | 4.63% | 68.19% | 48.05% | 44.44% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 17.18% | 4.90% | -1.49% | 18.90% | 23.86% | 26.72% |
AAPL Apple Inc | 29.47% | 8.66% | 18.57% | 27.94% | 29.75% | 25.79% |
NVDA NVIDIA Corporation | 160.36% | -12.31% | -1.41% | 168.00% | 85.29% | 74.51% |
Monthly Returns
The table below presents the monthly returns of Killer porftolio, 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 | 8.60% | 11.75% | 5.31% | -4.18% | 15.66% | 10.10% | -2.10% | 1.77% | 2.14% | 0.20% | 4.56% | 66.43% | |
| 2023 | 16.04% | 8.25% | 16.19% | 3.13% | 15.71% | 8.42% | 3.50% | -0.06% | -8.42% | 0.19% | 12.74% | 2.04% | 106.19% |
| 2022 | -8.61% | -3.32% | 6.82% | -17.26% | -2.45% | -10.28% | 15.98% | -8.96% | -13.96% | 7.27% | 10.93% | -10.87% | -34.14% |
| 2021 | 1.09% | -0.64% | -0.18% | 9.03% | 0.96% | 14.43% | 3.06% | 8.22% | -6.95% | 15.69% | 13.15% | -1.35% | 69.26% |
| 2020 | 4.59% | -0.81% | -3.83% | 13.35% | 10.76% | 10.89% | 9.64% | 19.65% | -5.16% | -5.71% | 7.48% | 4.34% | 82.75% |
| 2019 | 5.33% | 6.54% | 10.51% | 5.72% | -13.85% | 13.54% | 4.02% | -0.28% | 4.02% | 9.90% | 7.24% | 7.63% | 75.52% |
| 2018 | 12.30% | 1.17% | -4.32% | -0.66% | 10.55% | -2.44% | 4.59% | 13.56% | 0.41% | -11.76% | -11.62% | -12.15% | -4.84% |
| 2017 | 3.72% | 2.19% | 4.95% | -0.09% | 15.44% | -2.00% | 7.02% | 6.09% | -0.30% | 12.36% | 0.22% | -1.17% | 58.37% |
| 2016 | -6.45% | -0.15% | 11.66% | -8.00% | 16.02% | -1.97% | 13.73% | 4.12% | 6.37% | 2.77% | 9.81% | 9.04% | 69.18% |
| 2015 | -3.72% | 11.58% | -5.01% | 8.80% | 0.33% | -6.18% | 0.54% | 0.02% | 3.34% | 14.14% | 5.36% | -1.16% | 29.10% |
| 2014 | -3.90% | 8.46% | 1.95% | 3.85% | 4.52% | 0.76% | 0.23% | 8.36% | -1.59% | 4.79% | 7.04% | -4.89% | 32.52% |
| 2013 | -4.00% | 1.31% | 1.47% | 7.75% | 4.80% | -4.84% | 3.07% | 5.68% | 0.90% | 4.53% | 6.34% | 0.47% | 30.18% |
Expense Ratio
Killer porftolio 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
With an overall rank of 80, Killer porftolio is among the top 20% 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.
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 | 0.92 | 1.27 | 1.17 | 1.18 | 2.71 |
AAPL Apple Inc | 1.21 | 1.82 | 1.23 | 1.64 | 4.00 |
NVDA NVIDIA Corporation | 3.01 | 3.36 | 1.42 | 5.82 | 18.12 |
Dividends
Dividend yield
Killer porftolio provided a 0.37% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.37% | 0.42% | 0.62% | 0.41% | 0.56% | 0.84% | 1.31% | 1.20% | 1.58% | 1.82% | 1.95% | 2.21% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.70% | 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 | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
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% |
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 Killer porftolio. 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 Killer porftolio was 66.69%, occurring on Oct 9, 2002. Recovery took 538 trading sessions.
The current Killer porftolio drawdown is 3.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.69% | Mar 14, 2000 | 646 | Oct 9, 2002 | 538 | Nov 29, 2004 | 1184 |
| -66.64% | Dec 27, 2007 | 229 | Nov 20, 2008 | 535 | Jan 6, 2011 | 764 |
| -41.59% | Dec 28, 2021 | 202 | Oct 14, 2022 | 147 | May 17, 2023 | 349 |
| -37.09% | Oct 4, 2018 | 56 | Dec 24, 2018 | 210 | Oct 24, 2019 | 266 |
| -30.57% | Feb 20, 2020 | 18 | Mar 16, 2020 | 39 | May 11, 2020 | 57 |
Volatility
Volatility Chart
The current Killer porftolio volatility is 4.95%, 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
| NVDA | AAPL | MSFT | |
|---|---|---|---|
| NVDA | 1.00 | 0.43 | 0.48 |
| AAPL | 0.43 | 1.00 | 0.50 |
| MSFT | 0.48 | 0.50 | 1.00 |