Killer porftolio
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AAPL Apple Inc | Technology | 33.33% |
MSFT Microsoft Corporation | Technology | 33.33% |
NVDA NVIDIA Corporation | Technology | 33.33% |
Performance
Performance Chart
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The earliest data available for this chart is Jan 22, 1999, corresponding to the inception date of NVDA
Returns By Period
As of May 23, 2025, the Killer porftolio returned -3.93% Year-To-Date and 42.89% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -1.34% | 7.94% | -2.79% | 10.16% | 14.45% | 10.68% |
| Killer porftolio | -5.50% | 14.71% | -4.34% | 14.02% | 39.41% | 42.82% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 7.21% | 20.46% | 8.37% | 6.24% | 20.69% | 27.26% |
AAPL Apple Inc | -21.83% | -4.43% | -14.85% | 4.98% | 20.30% | 21.00% |
NVDA NVIDIA Corporation | -2.23% | 27.83% | -7.49% | 26.53% | 70.95% | 74.49% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.93% | 0.68% | -8.91% | 0.44% | 9.07% | -5.50% | |||||||
| 2024 | 8.60% | 11.75% | 5.31% | -4.18% | 15.66% | 10.10% | -2.10% | 1.77% | 2.14% | 0.20% | 4.56% | 0.67% | 67.40% |
| 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% | -7.99% | 16.02% | -1.97% | 13.73% | 4.11% | 6.37% | 2.77% | 9.81% | 9.05% | 69.18% |
| 2015 | -3.72% | 11.58% | -5.01% | 8.80% | 0.33% | -6.18% | 0.54% | 0.03% | 3.33% | 14.14% | 5.36% | -1.16% | 29.11% |
| 2014 | -3.90% | 8.46% | 1.95% | 3.84% | 4.52% | 0.76% | 0.24% | 8.35% | -1.59% | 4.80% | 7.04% | -4.90% | 32.52% |
Expense Ratio
Killer porftolio 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 Killer porftolio is 40, 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 | 0.24 | 0.51 | 1.07 | 0.24 | 0.54 |
AAPL Apple Inc | 0.15 | 0.32 | 1.04 | 0.06 | 0.19 |
NVDA NVIDIA Corporation | 0.45 | 1.22 | 1.15 | 1.02 | 2.50 |
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Dividends
Dividend yield
Killer porftolio provided a 0.42% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.42% | 0.38% | 0.42% | 0.62% | 0.41% | 0.56% | 0.84% | 1.31% | 1.20% | 1.58% | 1.82% | 1.95% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.72% | 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 | 0.52% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
NVDA NVIDIA Corporation | 0.03% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
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.
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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 7.52%.
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 chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 3 assets, with an effective number of assets of 3.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | AAPL | NVDA | MSFT | Portfolio | |
|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.58 | 0.56 | 0.69 | 0.71 |
| AAPL | 0.58 | 1.00 | 0.43 | 0.50 | 0.75 |
| NVDA | 0.56 | 0.43 | 1.00 | 0.48 | 0.85 |
| MSFT | 0.69 | 0.50 | 0.48 | 1.00 | 0.72 |
| Portfolio | 0.71 | 0.75 | 0.85 | 0.72 | 1.00 |