Prefer Current 2024 - Crisis Ready Strategy

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

Prefer Current 2024 - Crisis Ready Strategy

Currency in USD · Last updated May 22, 2025

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	Target 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%

Benchmark

S&P 500

Rebalance

Performance

Performance Chart

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The earliest data available for this chart is Jul 14, 2010, corresponding to the inception date of BTC-USD

Returns By Period

As of May 22, 2025, the Prefer Current 2024 - Crisis Ready Strategy returned 13.69% Year-To-Date and 50.51% of annualized return in the last 10 years.

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	-0.63%	13.31%	-1.23%	9.83%	14.61%	10.64%
Prefer Current 2024 - Crisis Ready Strategy	13.69%	25.41%	18.71%	7.75%	57.74%	50.51%
Portfolio components:
BTC-USD Bitcoin	14.30%	22.02%	13.20%	52.26%	63.35%	83.93%
SMH VanEck Vectors Semiconductor ETF	-0.29%	28.56%	0.00%	3.35%	29.35%	25.04%
SMCI Super Micro Computer, Inc.	36.65%	41.14%	61.43%	-53.67%	75.95%	28.63%
AVGO Broadcom Inc.	-0.61%	38.22%	41.53%	66.19%	56.65%	36.47%
KLAC KLA Corporation	24.20%	25.78%	26.87%	2.75%	36.70%	31.92%
CELH Celsius Holdings, Inc.	38.88%	1.36%	32.01%	-61.88%	64.94%	45.45%
MA Mastercard Inc	8.50%	11.82%	11.47%	24.79%	14.71%	20.64%
MSFT Microsoft Corporation	7.78%	26.25%	9.56%	6.29%	20.82%	27.25%
NVDA NVIDIA Corporation	-1.85%	36.00%	-9.64%	38.22%	71.08%	74.45%

*Annualized

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
2025	0.56%	0.64%	-4.74%	2.90%	14.60%								13.69%
2024	13.45%	28.44%	8.47%	-7.51%	8.63%	3.95%	-4.60%	-5.46%	0.16%	-3.71%	5.51%	1.86%	54.31%
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%	-6.54%	-14.66%
2021	2.96%	10.23%	4.64%	3.26%	-0.98%	6.95%	3.48%	4.36%	-2.67%	11.82%	3.87%	1.88%	61.52%
2020	5.62%	-3.23%	-13.73%	15.71%	17.15%	9.79%	9.27%	10.58%	-0.36%	-2.56%	24.46%	17.30%	124.72%
2019	8.88%	7.02%	8.08%	8.46%	-4.50%	15.58%	3.74%	-1.30%	-0.42%	6.65%	5.46%	4.78%	81.16%
2018	5.44%	-2.06%	-6.81%	3.71%	5.94%	-3.94%	3.23%	2.23%	-1.80%	-12.86%	-2.25%	-7.27%	-16.85%
2017	7.82%	3.61%	2.57%	3.04%	16.67%	-0.12%	5.72%	11.04%	2.00%	9.17%	8.22%	5.88%	106.09%
2016	-3.21%	1.77%	9.10%	-2.82%	8.49%	0.98%	4.17%	1.41%	4.17%	2.87%	8.14%	6.69%	49.43%
2015	-2.10%	18.40%	-2.90%	10.66%	3.60%	-0.85%	-2.12%	-5.66%	2.07%	12.17%	2.44%	5.14%	45.68%
2014	3.66%	1.64%	11.43%	-0.82%	6.30%	4.28%	-1.45%	3.36%	-1.58%	1.34%	5.85%	-0.01%	38.79%

Expense Ratio

Prefer Current 2024 - Crisis Ready Strategy has an expense ratio of 0.07%, 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.

SMH

VanEck Vectors Semiconductor ETF

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Prefer Current 2024 - Crisis Ready Strategy is 47, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
BTC-USD Bitcoin	1.05	3.39	1.36	2.87	13.07
SMH VanEck Vectors Semiconductor ETF	0.08	0.49	1.07	0.03	0.47
SMCI Super Micro Computer, Inc.	-0.47	0.85	1.10	-0.63	-0.28
AVGO Broadcom Inc.	1.05	1.96	1.27	0.80	4.69
KLAC KLA Corporation	0.06	0.54	1.08	0.04	0.43
CELH Celsius Holdings, Inc.	-0.93	0.96	1.11	0.05	0.88
MA Mastercard Inc	1.17	1.64	1.24	0.47	5.71
MSFT Microsoft Corporation	0.25	0.80	1.11	0.10	1.23
NVDA NVIDIA Corporation	0.64	0.84	1.11	0.14	1.22

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Prefer Current 2024 - Crisis Ready Strategy Sharpe ratios as of May 22, 2025 (values are recalculated daily):

1-Year: 0.21
5-Year: 1.72
10-Year: 1.64
All Time: 1.89

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.46 to 0.97, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of Prefer Current 2024 - Crisis Ready Strategy compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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Dividends

Dividend yield

Prefer Current 2024 - Crisis Ready Strategy provided a 0.40% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	0.40%	0.40%	0.51%	0.84%	0.54%	0.73%	1.02%	1.27%	0.96%	0.93%	1.25%	3.44%
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%	0.44%	0.60%	1.18%	0.51%	0.69%	1.50%	1.88%	1.43%	0.80%	2.14%	1.16%
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.	0.97%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%	1.22%
KLAC KLA Corporation	0.87%	0.96%	0.92%	1.25%	0.91%	1.35%	1.74%	3.17%	2.15%	2.67%	2.94%	26.17%
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	0.50%	0.50%	0.53%	0.56%	0.49%	0.45%	0.44%	0.53%	0.58%	0.74%	0.66%	0.51%
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%
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 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 48.50%, occurring on Aug 8, 2011. Recovery took 590 trading sessions.

The current Prefer Current 2024 - Crisis Ready Strategy drawdown is 2.70%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-48.5%	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
-33.75%	Nov 9, 2021	341	Oct 15, 2022	156	Mar 20, 2023	497
-30.6%	Dec 19, 2017	372	Dec 25, 2018	119	Apr 23, 2019	491
-25.94%	Nov 9, 2010	8	Nov 16, 2010	77	Feb 1, 2011	85

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 9 assets, with an effective number of assets of 8.33, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	^GSPC	BTC-USD	CELH	SMCI	MA	MSFT	AVGO	NVDA	KLAC	SMH	Portfolio
^GSPC	1.00	0.13	0.21	0.48	0.69	0.72	0.63	0.61	0.67	0.77	0.66
BTC-USD	0.13	1.00	0.07	0.05	0.07	0.08	0.09	0.10	0.10	0.11	0.47
CELH	0.21	0.07	1.00	0.14	0.12	0.15	0.14	0.15	0.18	0.17	0.46
SMCI	0.48	0.05	0.14	1.00	0.30	0.32	0.37	0.38	0.39	0.45	0.47
MA	0.69	0.07	0.12	0.30	1.00	0.49	0.39	0.39	0.44	0.48	0.44
MSFT	0.72	0.08	0.15	0.32	0.49	1.00	0.47	0.50	0.50	0.58	0.52
AVGO	0.63	0.09	0.14	0.37	0.39	0.47	1.00	0.53	0.60	0.72	0.58
NVDA	0.61	0.10	0.15	0.38	0.39	0.50	0.53	1.00	0.57	0.73	0.60
KLAC	0.67	0.10	0.18	0.39	0.44	0.50	0.60	0.57	1.00	0.78	0.61
SMH	0.77	0.11	0.17	0.45	0.48	0.58	0.72	0.73	0.78	1.00	0.69
Portfolio	0.66	0.47	0.46	0.47	0.44	0.52	0.58	0.60	0.61	0.69	1.00

The correlation results are calculated based on daily price changes starting from Jul 15, 2010

Performance Analysis

Risk Analysis

Optimization

Factor Model

Prefer Current 2024 - Crisis Ready Strategy

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

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