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GANAM + Tesla

Last updated Mar 2, 2024

Asset Allocation


MSFT 16.67%AAPL 16.67%AMZN 16.67%NVDA 16.67%TSLA 16.67%GOOGL 16.67%EquityEquity
PositionCategory/SectorWeight
MSFT
Microsoft Corporation
Technology

16.67%

AAPL
Apple Inc.
Technology

16.67%

AMZN
Amazon.com, Inc.
Consumer Cyclical

16.67%

NVDA
NVIDIA Corporation
Technology

16.67%

TSLA
Tesla, Inc.
Consumer Cyclical

16.67%

GOOGL
Alphabet Inc.
Communication Services

16.67%

S&P 500

Performance

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 Quarterly


0.00%2,000.00%4,000.00%6,000.00%8,000.00%OctoberNovemberDecember2024FebruaryMarch
8,111.24%
393.36%
GANAM + Tesla
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Jun 29, 2010, corresponding to the inception date of TSLA

Returns

As of Mar 2, 2024, the GANAM + Tesla returned 10.82% Year-To-Date and 36.49% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
7.70%6.01%13.76%29.03%12.89%10.63%
GANAM + Tesla10.82%5.43%16.90%68.50%45.47%36.53%
MSFT
Microsoft Corporation
10.70%1.23%26.91%64.09%31.42%29.18%
AAPL
Apple Inc.
-6.57%-3.21%-4.93%19.59%33.67%26.89%
AMZN
Amazon.com, Inc.
17.30%3.73%29.03%87.80%16.10%25.42%
NVDA
NVIDIA Corporation
66.15%24.36%69.64%244.56%84.41%69.11%
TSLA
Tesla, Inc.
-18.45%7.84%-17.29%2.45%61.70%28.30%
GOOGL
Alphabet Inc.
-1.83%-3.68%1.09%46.44%18.64%16.26%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.68%9.32%
20230.39%-6.64%-3.29%12.20%3.10%

Sharpe Ratio

The current GANAM + Tesla Sharpe ratio is 3.12. A Sharpe ratio of 3.0 or higher is considered excellent.

0.002.004.003.12

The Sharpe ratio of GANAM + Tesla is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00OctoberNovemberDecember2024FebruaryMarch
3.12
2.44
GANAM + Tesla
Benchmark (^GSPC)
Portfolio components

Dividend yield

GANAM + Tesla granted a 0.21% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
GANAM + Tesla0.21%0.21%0.31%0.20%0.28%0.42%0.66%0.60%0.79%0.91%0.97%1.11%
MSFT
Microsoft Corporation
0.69%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%2.59%
AAPL
Apple Inc.
0.53%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%2.10%
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
0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%1.94%
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.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Expense Ratio

The GANAM + Tesla has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
^GSPC
S&P 500
2.44
GANAM + Tesla
3.12
MSFT
Microsoft Corporation
3.10
AAPL
Apple Inc.
1.27
AMZN
Amazon.com, Inc.
3.07
NVDA
NVIDIA Corporation
5.65
TSLA
Tesla, Inc.
-0.00
GOOGL
Alphabet Inc.
1.87

Asset Correlations Table

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

TSLANVDAAAPLAMZNMSFTGOOGL
TSLA1.000.390.360.390.350.36
NVDA0.391.000.490.500.550.52
AAPL0.360.491.000.500.550.55
AMZN0.390.500.501.000.570.64
MSFT0.350.550.550.571.000.63
GOOGL0.360.520.550.640.631.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
GANAM + Tesla
Benchmark (^GSPC)
Portfolio components

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 46.27%, occurring on Jan 5, 2023. Recovery took 113 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.27%Nov 22, 2021282Jan 5, 2023113Jun 20, 2023395
-35.35%Feb 20, 202020Mar 18, 202051Jun 1, 202071
-27.97%Oct 2, 201858Dec 24, 2018210Oct 24, 2019268
-21.51%Dec 30, 201529Feb 10, 201638Apr 6, 201667
-18.93%Feb 18, 2011127Aug 19, 201139Oct 14, 2011166

Volatility Chart

The current GANAM + Tesla volatility is 7.07%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%OctoberNovemberDecember2024FebruaryMarch
7.07%
3.47%
GANAM + Tesla
Benchmark (^GSPC)
Portfolio components
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