Best Portfolio
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
MSFT Microsoft Corporation | Technology | 40% |
NVDA NVIDIA Corporation | Technology | 40% |
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 20% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Best 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.
The earliest data available for this chart is Oct 20, 2011, corresponding to the inception date of SCHD
Returns By Period
As of Apr 21, 2025, the Best Portfolio returned -15.96% Year-To-Date and 42.04% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.79% | -9.92% | 6.35% | 14.12% | 9.63% |
| Best Portfolio | -23.76% | -13.35% | -25.69% | 29.96% | 62.49% | 54.53% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | -12.57% | -6.00% | -11.70% | -7.15% | 18.10% | 25.77% |
NVDA NVIDIA Corporation | -24.42% | -13.77% | -26.44% | 33.23% | 72.52% | 69.24% |
SCHD Schwab US Dividend Equity ETF | -6.12% | -7.60% | -10.14% | 3.31% | 13.77% | 10.24% |
Monthly Returns
The table below presents the monthly returns of Best Portfolio, 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 | -10.10% | 3.61% | -12.79% | -6.16% | -23.76% | ||||||||
| 2024 | 22.00% | 26.10% | 13.20% | -4.58% | 25.39% | 12.33% | -5.27% | 1.90% | 1.81% | 8.49% | 4.15% | -2.77% | 152.72% |
| 2023 | 26.64% | 15.34% | 18.59% | 0.79% | 31.34% | 10.78% | 9.09% | 4.75% | -11.01% | -4.89% | 14.30% | 5.17% | 195.31% |
| 2022 | -15.12% | -0.97% | 10.36% | -28.25% | 0.32% | -16.13% | 17.20% | -14.58% | -17.40% | 8.67% | 21.66% | -11.91% | -46.07% |
| 2021 | 0.44% | 4.53% | -1.45% | 10.96% | 6.30% | 19.69% | -1.16% | 12.94% | -7.22% | 21.96% | 22.65% | -8.14% | 107.87% |
| 2020 | 2.37% | 7.65% | -2.89% | 11.65% | 15.85% | 7.69% | 8.94% | 21.89% | -0.47% | -6.48% | 6.93% | -1.16% | 94.73% |
| 2019 | 6.16% | 7.26% | 12.22% | 3.57% | -18.30% | 16.00% | 2.35% | -0.02% | 2.96% | 10.82% | 7.04% | 6.98% | 67.71% |
| 2018 | 22.55% | -1.59% | -3.92% | -1.84% | 10.53% | -4.70% | 4.21% | 12.44% | 0.48% | -20.69% | -15.16% | -14.97% | -19.30% |
| 2017 | 2.45% | -4.55% | 5.62% | -1.93% | 26.29% | -0.17% | 10.25% | 3.88% | 4.21% | 14.19% | -1.66% | -2.29% | 67.24% |
| 2016 | -5.47% | 0.14% | 10.42% | -3.98% | 17.71% | -0.43% | 15.29% | 4.84% | 6.80% | 3.29% | 18.63% | 11.37% | 107.19% |
| 2015 | -7.93% | 10.59% | -5.46% | 10.49% | -1.19% | -6.52% | 2.39% | 0.67% | 4.32% | 15.53% | 6.69% | 2.37% | 33.31% |
| 2014 | -1.20% | 7.63% | 2.44% | 0.83% | 2.36% | 0.21% | -0.80% | 7.28% | -0.90% | 2.95% | 4.38% | -2.99% | 23.87% |
Expense Ratio
Best Portfolio has an expense ratio of 0.01%, which is considered low. 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 Best Portfolio is 21, meaning it’s performing worse than 79% of other 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 | -0.43 | -0.46 | 0.94 | -0.45 | -1.04 |
NVDA NVIDIA Corporation | 0.27 | 0.79 | 1.10 | 0.44 | 1.21 |
SCHD Schwab US Dividend Equity ETF | 0.27 | 0.48 | 1.07 | 0.27 | 1.05 |
Dividends
Dividend yield
Best Portfolio provided a 1.18% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.18% | 1.03% | 1.01% | 1.15% | 0.85% | 1.06% | 1.18% | 1.47% | 1.39% | 1.71% | 2.00% | 2.20% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.86% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
NVDA NVIDIA Corporation | 0.04% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
SCHD Schwab US Dividend Equity ETF | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
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 Best 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 Best Portfolio was 60.80%, occurring on Oct 14, 2022. Recovery took 153 trading sessions.
The current Best Portfolio drawdown is 21.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.8% | Nov 30, 2021 | 221 | Oct 14, 2022 | 153 | May 25, 2023 | 374 |
| -47.31% | Oct 2, 2018 | 58 | Dec 24, 2018 | 279 | Feb 4, 2020 | 337 |
| -35.82% | Jan 7, 2025 | 61 | Apr 4, 2025 | — | — | — |
| -34.62% | Feb 20, 2020 | 18 | Mar 16, 2020 | 39 | May 11, 2020 | 57 |
| -26.1% | Jun 20, 2024 | 34 | Aug 7, 2024 | 47 | Oct 14, 2024 | 81 |
Volatility
Volatility Chart
The current Best Portfolio volatility is 24.03%, 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
| SCHD | NVDA | MSFT | |
|---|---|---|---|
| SCHD | 1.00 | 0.41 | 0.53 |
| NVDA | 0.41 | 1.00 | 0.56 |
| MSFT | 0.53 | 0.56 | 1.00 |