Best Portfolio
Asset Allocation
| Position | Category/Sector | 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 Quarterly
The earliest data available for this chart is Oct 20, 2011, corresponding to the inception date of SCHD
Returns By Period
As of Sep 20, 2024, the Best Portfolio returned 61.42% Year-To-Date and 44.73% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 19.79% | 2.08% | 9.01% | 29.79% | 13.85% | 11.12% |
| Best Portfolio | 61.42% | -1.11% | 14.68% | 85.94% | 52.22% | 44.73% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 17.30% | 3.27% | 2.54% | 37.79% | 27.00% | 27.05% |
NVDA NVIDIA Corporation | 138.07% | -7.36% | 28.93% | 179.14% | 94.24% | 74.64% |
SCHD Schwab US Dividend Equity ETF | 13.54% | 3.22% | 7.39% | 20.48% | 13.03% | 11.57% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 12.02% | 14.60% | 8.40% | -5.63% | 13.99% | 8.55% | -3.40% | 1.27% | 61.42% | ||||
| 2023 | 15.26% | 8.50% | 15.03% | 2.43% | 16.35% | 7.49% | 4.53% | 1.28% | -7.43% | -0.43% | 12.05% | 3.09% | 107.71% |
| 2022 | -10.25% | -2.10% | 6.43% | -17.63% | 0.35% | -10.66% | 12.38% | -10.25% | -13.56% | 6.62% | 15.89% | -8.99% | -32.30% |
| 2021 | 1.34% | 3.54% | 1.43% | 8.26% | 3.77% | 13.24% | 1.19% | 8.68% | -6.41% | 17.36% | 11.42% | -3.11% | 76.57% |
| 2020 | 3.00% | 1.93% | -4.14% | 12.32% | 10.28% | 7.06% | 6.08% | 15.93% | -2.40% | -4.38% | 7.85% | 1.19% | 67.17% |
| 2019 | 5.39% | 6.87% | 9.06% | 5.25% | -13.20% | 12.42% | 2.12% | 0.09% | 2.66% | 7.73% | 6.20% | 5.69% | 60.07% |
| 2018 | 16.07% | -1.99% | -3.40% | -0.42% | 7.70% | -2.47% | 5.30% | 8.76% | 1.04% | -14.04% | -5.51% | -11.39% | -4.27% |
| 2017 | 2.43% | -2.22% | 3.98% | -0.06% | 16.16% | -0.31% | 7.45% | 3.14% | 2.64% | 11.69% | 0.25% | -0.43% | 52.87% |
| 2016 | -5.20% | 0.03% | 10.16% | -4.04% | 16.14% | -0.34% | 13.44% | 3.98% | 5.22% | 2.84% | 13.23% | 9.25% | 83.19% |
| 2015 | -7.52% | 10.93% | -5.32% | 10.46% | -1.17% | -6.60% | 2.12% | 1.51% | 4.59% | 15.36% | 6.61% | 2.33% | 35.17% |
| 2014 | -1.23% | 8.56% | 1.96% | 1.03% | 2.43% | 0.03% | -1.23% | 7.64% | -1.28% | 3.27% | 4.74% | -3.11% | 24.45% |
| 2013 | 2.21% | 2.81% | 2.69% | 9.80% | 5.07% | -1.77% | -1.07% | 2.48% | 2.69% | 2.61% | 5.29% | 0.57% | 38.34% |
Expense Ratio
Best Portfolio has an expense ratio of 0.01%, 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of Best Portfolio is 90, placing it in the top 10% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined 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 | |
|---|---|---|---|---|---|
MSFT Microsoft Corporation | 1.73 | 2.27 | 1.29 | 2.23 | 6.82 |
NVDA NVIDIA Corporation | 3.30 | 3.52 | 1.45 | 6.32 | 19.96 |
SCHD Schwab US Dividend Equity ETF | 1.69 | 2.46 | 1.29 | 1.51 | 7.87 |
Dividends
Dividend yield
Best Portfolio granted a 0.80% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Best Portfolio | 0.80% | 1.01% | 1.15% | 0.85% | 1.06% | 1.18% | 1.47% | 1.39% | 1.71% | 2.00% | 2.19% | 2.31% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.68% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.19% | 1.68% | 1.95% |
SCHD Schwab US Dividend Equity ETF | 2.57% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
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 44.85%, occurring on Oct 14, 2022. Recovery took 148 trading sessions.
The current Best Portfolio drawdown is 5.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.85% | Nov 22, 2021 | 226 | Oct 14, 2022 | 148 | May 18, 2023 | 374 |
| -33.58% | Oct 2, 2018 | 58 | Dec 24, 2018 | 211 | Oct 25, 2019 | 269 |
| -32.01% | Feb 20, 2020 | 18 | Mar 16, 2020 | 44 | May 18, 2020 | 62 |
| -17.73% | Feb 17, 2012 | 189 | Nov 16, 2012 | 110 | Apr 29, 2013 | 299 |
| -16.54% | Jul 11, 2024 | 20 | Aug 7, 2024 | — | — | — |
Volatility
Volatility Chart
The current Best Portfolio volatility is 9.06%, 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 | 0.43 | 0.55 |
| NVDA | 0.43 | 1.00 | 0.56 |
| MSFT | 0.55 | 0.56 | 1.00 |