GANAM + Tesla
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AAPL Apple Inc | Technology | 16.67% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 16.67% |
GOOGL Alphabet Inc. | Communication Services | 16.67% |
MSFT Microsoft Corporation | Technology | 16.67% |
NVDA NVIDIA Corporation | Technology | 16.67% |
TSLA Tesla, Inc. | Consumer Cyclical | 16.67% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in GANAM + Tesla, 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 Jun 29, 2010, corresponding to the inception date of TSLA
Returns By Period
As of Apr 19, 2025, the GANAM + Tesla returned -23.28% Year-To-Date and 36.71% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.92% | -9.92% | 5.42% | 12.98% | 9.70% |
| GANAM + Tesla | -28.12% | -9.78% | -18.45% | 23.83% | 44.01% | 40.29% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | -12.57% | -5.17% | -11.70% | -8.33% | 16.60% | 25.95% |
AAPL Apple Inc | -21.25% | -8.48% | -15.99% | 18.48% | 23.54% | 21.45% |
AMZN Amazon.com, Inc. | -21.32% | -11.73% | -8.67% | -3.69% | 7.79% | 24.39% |
NVDA NVIDIA Corporation | -24.42% | -13.64% | -26.44% | 19.90% | 69.59% | 69.30% |
TSLA Tesla, Inc. | -40.23% | 2.34% | 9.37% | 60.99% | 36.97% | 33.07% |
GOOGL Alphabet Inc. | -20.06% | -7.77% | -7.29% | -2.65% | 18.94% | 18.84% |
Monthly Returns
The table below presents the monthly returns of GANAM + Tesla, 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 | -6.08% | -6.64% | -12.22% | -6.61% | -28.12% | ||||||||
| 2024 | 2.75% | 18.82% | 5.74% | -2.35% | 17.50% | 11.82% | -1.06% | -0.39% | 5.66% | 4.91% | 10.97% | 2.88% | 106.56% |
| 2023 | 30.65% | 13.54% | 9.64% | -7.98% | 25.56% | 16.48% | 5.68% | 1.05% | -7.73% | -9.84% | 15.46% | 4.33% | 134.28% |
| 2022 | -12.00% | -4.09% | 16.41% | -22.07% | -7.68% | -12.47% | 25.94% | -9.05% | -8.72% | -6.57% | -2.40% | -24.21% | -55.29% |
| 2021 | 6.85% | -8.07% | -0.99% | 8.57% | -5.53% | 12.00% | 0.48% | 8.66% | -1.13% | 29.91% | 9.19% | -6.84% | 59.37% |
| 2020 | 15.63% | 1.19% | -7.98% | 24.55% | 8.90% | 15.16% | 18.26% | 38.48% | -8.73% | -6.94% | 23.29% | 12.80% | 225.36% |
| 2019 | 4.88% | 2.66% | 5.42% | 1.37% | -15.18% | 12.40% | 3.50% | -2.70% | 2.60% | 11.63% | 5.26% | 9.82% | 46.29% |
| 2018 | 18.59% | -0.46% | -8.23% | 2.43% | 6.79% | 2.28% | 0.92% | 10.67% | -2.11% | -11.79% | -6.45% | -11.02% | -2.70% |
| 2017 | 7.97% | -0.19% | 6.64% | 4.35% | 14.80% | 0.15% | 1.65% | 5.16% | -0.13% | 9.15% | -1.20% | -1.09% | 57.00% |
| 2016 | -12.32% | -1.79% | 12.78% | 0.34% | 5.52% | -3.07% | 11.43% | -0.90% | 4.11% | -0.82% | 3.88% | 8.30% | 27.84% |
| 2015 | -2.43% | 5.38% | -4.90% | 11.79% | 4.94% | 1.09% | 5.33% | -4.04% | 0.41% | 3.13% | 7.06% | 1.32% | 31.67% |
| 2014 | 4.46% | 16.90% | -8.43% | -0.88% | 2.62% | 7.72% | -3.57% | 12.81% | -5.67% | 0.25% | 3.86% | -7.08% | 21.64% |
Expense Ratio
GANAM + Tesla 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
The current rank of GANAM + Tesla is 44, indicating average performance compared to other portfolios on our website. Here’s 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 |
AAPL Apple Inc | 0.52 | 0.95 | 1.14 | 0.50 | 2.03 |
AMZN Amazon.com, Inc. | -0.18 | -0.02 | 1.00 | -0.20 | -0.58 |
NVDA NVIDIA Corporation | 0.27 | 0.79 | 1.10 | 0.44 | 1.21 |
TSLA Tesla, Inc. | 0.73 | 1.55 | 1.18 | 0.82 | 2.47 |
GOOGL Alphabet Inc. | -0.05 | 0.15 | 1.02 | -0.05 | -0.13 |
Dividends
Dividend yield
GANAM + Tesla provided a 0.32% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.32% | 0.24% | 0.21% | 0.31% | 0.20% | 0.28% | 0.42% | 0.66% | 0.60% | 0.79% | 0.91% | 0.97% |
| 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% |
AAPL Apple Inc | 0.51% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
AMZN Amazon.com, 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% |
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% |
TSLA Tesla, 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% |
GOOGL Alphabet Inc. | 0.53% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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 GANAM + Tesla. 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 GANAM + Tesla was 61.23%, occurring on Jan 5, 2023. Recovery took 260 trading sessions.
The current GANAM + Tesla drawdown is 27.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.23% | Nov 5, 2021 | 293 | Jan 5, 2023 | 260 | Jan 19, 2024 | 553 |
| -38.01% | Feb 20, 2020 | 20 | Mar 18, 2020 | 42 | May 18, 2020 | 62 |
| -37.02% | Jan 7, 2025 | 63 | Apr 8, 2025 | — | — | — |
| -35.12% | Oct 2, 2018 | 58 | Dec 24, 2018 | 249 | Dec 19, 2019 | 307 |
| -26.54% | Dec 30, 2015 | 29 | Feb 10, 2016 | 38 | Apr 6, 2016 | 67 |
Volatility
Volatility Chart
The current GANAM + Tesla volatility is 24.43%, 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
| TSLA | NVDA | AAPL | AMZN | MSFT | GOOGL | |
|---|---|---|---|---|---|---|
| TSLA | 1.00 | 0.39 | 0.37 | 0.39 | 0.36 | 0.37 |
| NVDA | 0.39 | 1.00 | 0.46 | 0.50 | 0.55 | 0.50 |
| AAPL | 0.37 | 0.46 | 1.00 | 0.49 | 0.55 | 0.54 |
| AMZN | 0.39 | 0.50 | 0.49 | 1.00 | 0.58 | 0.64 |
| MSFT | 0.36 | 0.55 | 0.55 | 0.58 | 1.00 | 0.63 |
| GOOGL | 0.37 | 0.50 | 0.54 | 0.64 | 0.63 | 1.00 |