Prefer Current 2024 - Crisis Ready Strategy
10 Stocks but different Sectors - 5 from Tech / AI, 1 for Finance or Communication, 1 for Consumer, 1 for Crypto, 1 for Mag 7 or Small cap - 10% each, Cash aside - 10% no matter what
5 from Tech AI - 20% SMH, 10% SCMI, 10% KLAC, 10% AVGO (BEST OF THE BEST Semicon / AI Tech) 1 from Consumer - 10% CELH (BEST STOCK in Consumer Beverage) 1 from Financial or Communication - 10% MA Master Card (BEST STOCK in finance) 1 from Cryto - 5% from IBIT (another 5% in crypto.com BTC) 2 from Mag 7 Giants - MSFT, AMZN, META, NVDA or NVDL
No other BS. Dont dilute. Max stock 10, easy to manage but Super Best Potential only. If there is potential Small cap future promising - Max 5% If Crisis, all drop >20%, Cash will come in + other no potential sell off and buy more. Requirement - Good Track Record, Past 5 Y and 10 Y >= 30% for Tech, 20% for Others
Crisis MODE - If One Drop by 15 - 20% -> Sell slowest gain one or use cash and buy back the drop. Later -> fill up the sector that sold just now.
Strategy is Major in ETFs and wait Crisis. When real crisis, every 2 or more year, all stocks can drop 20% to 50% together. Worst are biggest gains such as Celh, Btc, Nvdia, Meta, etc.
Cash is King ========> Always 20% aside in case > 30% drop in ALL stocks (Then Financial Crisis), Not just 1 or 2 stocks. Big Promo. Like KLAC, Nvadia, Broadcom etc.
But Sharp Drop = Sharp Up, Slow Drop = Slow Up, RECOVER after max 500 days.
Important to Keep 20% Cash ALWAYS in case Emergency such as 2 yearly crash in EVEN NUMBER Years, such as 2016, 2018, 2020, 2022, 2024 etc.. (my own guess)
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AVGO Broadcom Inc. | Technology | 10% |
BTC-USD Bitcoin | 10% | |
CELH Celsius Holdings, Inc. | Consumer Defensive | 10% |
KLAC KLA Corporation | Technology | 10% |
MA Mastercard Inc | Financial Services | 10% |
MSFT Microsoft Corporation | Technology | 10% |
NVDA NVIDIA Corporation | Technology | 10% |
SMCI Super Micro Computer, Inc. | Technology | 10% |
SMH VanEck Vectors Semiconductor ETF | Technology Equities | 20% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Prefer Current 2024 - Crisis Ready Strategy, 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 17, 2010, corresponding to the inception date of BTC-USD
Returns By Period
As of Sep 14, 2024, the Prefer Current 2024 - Crisis Ready Strategy returned 47.60% Year-To-Date and 53.10% 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 | 18.10% | 1.42% | 10.08% | 26.58% | 13.42% | 10.87% |
| Prefer Current 2024 - Crisis Ready Strategy | 46.70% | -4.98% | -5.84% | 73.03% | 61.68% | 52.94% |
| Portfolio components: | ||||||
BTC-USD Bitcoin | 40.03% | -0.50% | -12.38% | 123.04% | 42.15% | 65.04% |
SMH VanEck Vectors Semiconductor ETF | 35.48% | -3.97% | 8.53% | 62.34% | 34.27% | 28.08% |
SMCI Super Micro Computer, Inc. | 60.82% | -27.30% | -54.32% | 83.41% | 87.59% | 32.02% |
AVGO Broadcom Inc. | 48.03% | -1.03% | 33.56% | 95.97% | 46.09% | 37.95% |
KLAC KLA Corporation | 30.07% | -8.31% | 9.22% | 66.92% | 38.41% | 30.41% |
CELH Celsius Holdings, Inc. | -39.14% | -17.40% | -62.94% | -49.61% | 93.70% | 68.81% |
MA Mastercard Inc | 16.19% | 5.22% | 3.32% | 19.78% | 13.02% | 21.11% |
MSFT Microsoft Corporation | 15.13% | 2.90% | 3.55% | 31.37% | 26.62% | 26.63% |
NVDA NVIDIA Corporation | 140.55% | -4.39% | 34.67% | 171.38% | 92.74% | 74.46% |
Monthly Returns
The table below presents the monthly returns of Prefer Current 2024 - Crisis Ready Strategy, 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 | 13.45% | 28.44% | 8.47% | -7.51% | 8.63% | 3.95% | -4.60% | -5.46% | 46.70% | ||||
| 2023 | 11.04% | 4.02% | 11.46% | -0.18% | 25.24% | 9.41% | 5.69% | 0.36% | -6.47% | -0.40% | 11.50% | 8.20% | 109.92% |
| 2022 | -12.08% | 0.53% | 1.58% | -10.73% | 6.70% | -14.99% | 19.32% | -3.75% | -12.59% | 7.42% | 16.48% | -6.33% | -14.48% |
| 2021 | 2.96% | 10.23% | 4.64% | 3.26% | -0.98% | 6.95% | 3.48% | 4.36% | -2.67% | 11.82% | 3.87% | 1.99% | 61.70% |
| 2020 | 5.62% | -3.23% | -13.73% | 15.71% | 17.15% | 9.79% | 9.27% | 10.58% | -0.36% | -2.56% | 24.46% | 17.44% | 125.00% |
| 2019 | 8.88% | 7.02% | 8.08% | 8.46% | -4.50% | 15.58% | 3.74% | -1.30% | -0.43% | 6.67% | 5.46% | 5.79% | 82.90% |
| 2018 | 5.44% | -2.06% | -6.75% | 3.71% | 5.94% | -3.87% | 3.23% | 2.23% | -1.80% | -12.86% | -2.25% | -6.89% | -16.39% |
| 2017 | 7.82% | 3.71% | 2.57% | 3.04% | 16.67% | -0.12% | 5.72% | 11.04% | 2.00% | 9.17% | 8.22% | 6.15% | 106.80% |
| 2016 | -3.21% | 1.90% | 9.11% | -2.82% | 8.50% | 0.98% | 4.17% | 1.41% | 4.17% | 2.87% | 8.14% | 6.84% | 49.85% |
| 2015 | -2.10% | 18.57% | -2.90% | 10.66% | 3.60% | -0.85% | -2.12% | -5.66% | 2.07% | 12.17% | 2.44% | 5.57% | 46.50% |
| 2014 | 3.64% | 1.88% | 11.34% | -0.81% | 6.29% | 4.30% | -1.44% | 3.37% | -1.58% | 1.32% | 5.85% | 0.22% | 39.33% |
| 2013 | 11.79% | 9.57% | 37.00% | 6.47% | 3.47% | -0.59% | 5.16% | 9.81% | 2.74% | 5.75% | 67.15% | -13.59% | 233.02% |
Expense Ratio
Prefer Current 2024 - Crisis Ready Strategy has an expense ratio of 0.07%, 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 rank of Prefer Current 2024 - Crisis Ready Strategy is 49, 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 | |
|---|---|---|---|---|---|
BTC-USD Bitcoin | 0.72 | 1.36 | 1.14 | 0.34 | 3.16 |
SMH VanEck Vectors Semiconductor ETF | 1.58 | 2.10 | 1.27 | 0.98 | 6.49 |
SMCI Super Micro Computer, Inc. | 0.62 | 1.62 | 1.22 | 0.43 | 2.07 |
AVGO Broadcom Inc. | 1.72 | 2.33 | 1.30 | 1.61 | 9.30 |
KLAC KLA Corporation | 1.22 | 1.70 | 1.23 | 0.97 | 6.71 |
CELH Celsius Holdings, Inc. | -0.90 | -1.38 | 0.83 | -0.76 | -1.63 |
MA Mastercard Inc | 1.59 | 2.16 | 1.30 | 0.66 | 4.61 |
MSFT Microsoft Corporation | 1.18 | 1.61 | 1.21 | 0.44 | 3.98 |
NVDA NVIDIA Corporation | 3.97 | 3.86 | 1.50 | 5.29 | 24.50 |
Dividends
Dividend yield
Prefer Current 2024 - Crisis Ready Strategy granted a 0.41% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Prefer Current 2024 - Crisis Ready Strategy | 0.41% | 0.51% | 1.07% | 0.64% | 0.87% | 1.92% | 1.65% | 1.25% | 1.09% | 1.68% | 3.67% | 1.53% |
| Portfolio components: | ||||||||||||
BTC-USD Bitcoin | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.44% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
SMCI Super Micro Computer, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVGO Broadcom Inc. | 1.24% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% | 1.22% | 1.66% |
KLAC KLA Corporation | 0.77% | 0.92% | 1.25% | 0.91% | 1.35% | 1.74% | 3.17% | 2.15% | 2.67% | 2.94% | 26.17% | 2.64% |
CELH Celsius Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MA Mastercard Inc | 0.52% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% | 0.25% |
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% |
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% |
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 Prefer Current 2024 - Crisis Ready Strategy. 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 Prefer Current 2024 - Crisis Ready Strategy was 48.01%, occurring on Aug 8, 2011. Recovery took 590 trading sessions.
The current Prefer Current 2024 - Crisis Ready Strategy drawdown is 16.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.01% | Jun 10, 2011 | 60 | Aug 8, 2011 | 590 | Mar 20, 2013 | 650 |
| -36.54% | Feb 20, 2020 | 26 | Mar 16, 2020 | 65 | May 20, 2020 | 91 |
| -33.68% | Nov 9, 2021 | 341 | Oct 15, 2022 | 156 | Mar 20, 2023 | 497 |
| -30.2% | Dec 19, 2017 | 372 | Dec 25, 2018 | 119 | Apr 23, 2019 | 491 |
| -25.45% | Dec 5, 2013 | 14 | Dec 18, 2013 | 83 | Mar 11, 2014 | 97 |
Volatility
Volatility Chart
The current Prefer Current 2024 - Crisis Ready Strategy volatility is 10.34%, 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
| BTC-USD | CELH | SMCI | MA | MSFT | AVGO | NVDA | KLAC | SMH | |
|---|---|---|---|---|---|---|---|---|---|
| BTC-USD | 1.00 | 0.07 | 0.05 | 0.07 | 0.08 | 0.08 | 0.09 | 0.09 | 0.10 |
| CELH | 0.07 | 1.00 | 0.13 | 0.12 | 0.15 | 0.14 | 0.15 | 0.17 | 0.17 |
| SMCI | 0.05 | 0.13 | 1.00 | 0.31 | 0.32 | 0.37 | 0.38 | 0.39 | 0.45 |
| MA | 0.07 | 0.12 | 0.31 | 1.00 | 0.50 | 0.41 | 0.41 | 0.45 | 0.50 |
| MSFT | 0.08 | 0.15 | 0.32 | 0.50 | 1.00 | 0.47 | 0.50 | 0.50 | 0.58 |
| AVGO | 0.08 | 0.14 | 0.37 | 0.41 | 0.47 | 1.00 | 0.52 | 0.60 | 0.72 |
| NVDA | 0.09 | 0.15 | 0.38 | 0.41 | 0.50 | 0.52 | 1.00 | 0.57 | 0.72 |
| KLAC | 0.09 | 0.17 | 0.39 | 0.45 | 0.50 | 0.60 | 0.57 | 1.00 | 0.78 |
| SMH | 0.10 | 0.17 | 0.45 | 0.50 | 0.58 | 0.72 | 0.72 | 0.78 | 1.00 |