noob
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
APPS Digital Turbine, Inc. | Technology | 3% |
GOOGL Alphabet Inc Class A | Communication Services | 52% |
SPOT Spotify Technology S.A. | Communication Services | 30% |
WBD Warner Bros. Discovery, Inc. | Communication Services | 15% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in noob, 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 Apr 3, 2018, corresponding to the inception date of SPOT
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.70% | 13.67% | -5.18% | 9.18% | 14.14% | 10.43% |
| noob | 4.10% | 16.12% | 12.33% | 34.27% | 22.62% | N/A |
| Portfolio components: | ||||||
APPS Digital Turbine, Inc. | 144.38% | 87.73% | 130.73% | 93.90% | -5.45% | 0.88% |
SPOT Spotify Technology S.A. | 46.47% | 26.41% | 63.88% | 119.41% | 34.04% | N/A |
WBD Warner Bros. Discovery, Inc. | -14.76% | 17.17% | -3.84% | 15.51% | -15.68% | -11.58% |
GOOGL Alphabet Inc Class A | -18.41% | 6.62% | -14.45% | -8.48% | 17.56% | 19.02% |
Monthly Returns
The table below presents the monthly returns of noob, 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 | 12.18% | -2.19% | -9.23% | 2.14% | 2.32% | 4.10% | |||||||
| 2024 | 2.16% | 3.35% | 5.20% | 2.78% | 6.52% | 3.67% | 3.83% | -2.28% | 3.89% | 2.92% | 9.02% | 3.90% | 54.92% |
| 2023 | 27.99% | -2.99% | 11.44% | 0.19% | 8.30% | 2.20% | 4.73% | 1.68% | -5.44% | -2.63% | 8.19% | 5.47% | 71.68% |
| 2022 | -6.38% | -5.26% | -1.64% | -24.01% | 2.39% | -11.59% | 11.81% | -6.90% | -14.95% | -0.62% | 1.80% | -10.08% | -51.67% |
| 2021 | 7.99% | 11.36% | -5.92% | 3.29% | -3.26% | 5.99% | -1.11% | 4.64% | -6.60% | 13.84% | -9.50% | 0.96% | 20.47% |
| 2020 | 0.00% | -6.15% | -14.67% | 19.10% | 9.28% | 17.45% | 2.89% | 10.99% | -7.51% | 3.58% | 16.76% | 5.06% | 64.27% |
| 2019 | 12.67% | 2.83% | 1.23% | 2.71% | -8.09% | 6.77% | 8.31% | -5.10% | -3.83% | 10.11% | 5.17% | 2.09% | 38.16% |
| 2018 | 3.01% | 1.96% | 7.19% | 6.43% | 1.97% | -0.75% | -9.84% | -0.66% | -10.63% | -2.94% |
Expense Ratio
noob 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
With an overall rank of 82, noob is among the top 18% of 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 | |
|---|---|---|---|---|---|
APPS Digital Turbine, Inc. | 0.58 | 2.27 | 1.28 | 0.99 | 2.34 |
SPOT Spotify Technology S.A. | 2.78 | 3.46 | 1.45 | 4.84 | 17.76 |
WBD Warner Bros. Discovery, Inc. | 0.27 | 0.76 | 1.10 | 0.14 | 0.83 |
GOOGL Alphabet Inc Class A | -0.28 | -0.15 | 0.98 | -0.26 | -0.58 |
Dividends
Dividend yield
noob provided a 0.27% dividend yield over the last twelve months.
| TTM | 2024 | |
|---|---|---|
| Portfolio | 0.27% | 0.16% |
| Portfolio components: | ||
APPS Digital Turbine, Inc. | 0.00% | 0.00% |
SPOT Spotify Technology S.A. | 0.00% | 0.00% |
WBD Warner Bros. Discovery, Inc. | 0.00% | 0.00% |
GOOGL Alphabet Inc Class A | 0.52% | 0.32% |
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 noob. 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 noob was 58.11%, occurring on Nov 9, 2022. Recovery took 474 trading sessions.
The current noob drawdown is 13.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.11% | Nov 8, 2021 | 254 | Nov 9, 2022 | 474 | Oct 1, 2024 | 728 |
| -28.99% | Jan 22, 2020 | 43 | Mar 23, 2020 | 44 | May 26, 2020 | 87 |
| -26.6% | Jul 27, 2018 | 104 | Dec 24, 2018 | 147 | Jul 26, 2019 | 251 |
| -25.37% | Feb 14, 2025 | 37 | Apr 8, 2025 | — | — | — |
| -18.45% | Mar 17, 2021 | 41 | May 13, 2021 | 117 | Oct 28, 2021 | 158 |
Volatility
Volatility Chart
The current noob volatility is 14.27%, 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
Diversification Metrics
Number of Effective Assets
The portfolio contains 4 assets, with an effective number of assets of 2.61, 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 | WBD | APPS | SPOT | GOOGL | Portfolio | |
|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.42 | 0.49 | 0.47 | 0.72 | 0.73 |
| WBD | 0.42 | 1.00 | 0.31 | 0.24 | 0.26 | 0.51 |
| APPS | 0.49 | 0.31 | 1.00 | 0.38 | 0.37 | 0.52 |
| SPOT | 0.47 | 0.24 | 0.38 | 1.00 | 0.45 | 0.78 |
| GOOGL | 0.72 | 0.26 | 0.37 | 0.45 | 1.00 | 0.81 |
| Portfolio | 0.73 | 0.51 | 0.52 | 0.78 | 0.81 | 1.00 |