Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
NVDA NVIDIA Corporation | Technology | 100% |
Find the right asset allocation for Brokerage Account - More nvidia
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Performance Chart
The chart shows the growth of an initial investment of $10,000 in Brokerage Account - More nvidia, 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.
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Returns By Period
As of Jul 18, 2026, the Brokerage Account - More nvidia returned 8.88% Year-To-Date and 65.54% of annualized return in the last 10 years.
| Position | 1D | 1M | 6M | YTD | 1Y | 3Y* | 5Y* | 10Y* |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | -1.01% | 0.51% | 7.46% | 8.94% | 18.43% | 17.86% | 11.50% | 13.17% |
Portfolio Brokerage Account - More nvidia | -2.21% | -0.90% | 9.04% | 8.88% | 17.39% | 62.34% | 62.14% | 65.54% |
| Portfolio components: | ||||||||
NVDA NVIDIA Corporation | -2.21% | -0.90% | 9.04% | 8.88% | 17.39% | 62.34% | 62.14% | 65.54% |
Monthly Returns
Based on dividend-adjusted daily data since Jan 22, 1999, Brokerage Account - More nvidia's average daily return is +0.19%, while the average monthly return is +4.02%. At this rate, an investment would double in approximately 1.5 years.
Historically, 61% of months were positive and 39% were negative. The best month was May 2003 with a return of +83.4%, while the worst month was Jun 2002 at -48.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 9 months.
On a daily basis, Brokerage Account - More nvidia closed higher 52% of trading days. The best single day was Mar 7, 2000 with a return of +42.4%, while the worst single day was Aug 6, 2004 at -35.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.48% | -7.29% | -1.57% | 14.43% | 5.80% | -5.12% | 1.36% | 8.88% | |||||
| 2025 | -10.59% | 4.04% | -13.23% | 0.50% | 24.06% | 16.93% | 12.58% | -2.07% | 7.13% | 8.53% | -12.59% | 5.37% | 38.92% |
| 2024 | 24.24% | 28.58% | 14.22% | -4.38% | 26.89% | 12.69% | -5.28% | 2.01% | 1.74% | 9.32% | 4.14% | -2.86% | 171.25% |
| 2023 | 33.69% | 18.83% | 19.67% | -0.10% | 36.34% | 11.82% | 10.47% | 5.62% | -11.86% | -6.25% | 14.69% | 5.89% | 239.02% |
| 2022 | -16.75% | -0.41% | 11.92% | -32.03% | 0.67% | -18.80% | 19.82% | -16.90% | -19.55% | 11.19% | 25.42% | -13.64% | -50.26% |
| 2021 | -0.50% | 5.58% | -2.64% | 12.45% | 8.23% | 23.16% | -2.52% | 14.82% | -7.46% | 23.42% | 27.81% | -9.98% | 125.48% |
Benchmark Metrics
Brokerage Account - More nvidia has an annualized alpha of 41.53%, beta of 1.64, and R2 of 0.28 versus S&P 500 Index. Calculated based on daily prices since January 22, 1999.
- This portfolio captured 365.02% of S&P 500 Index gains and 152.12% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.28 means this portfolio moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 41.53%
- Beta
- 1.64
- R²
- 0.28
- Upside Capture
- 365.02%
- Downside Capture
- 152.12%
Expense Ratio
Brokerage Account - More nvidia 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.
Return for Risk
Risk / Return Rank
Brokerage Account - More nvidia ranks 11 for risk / return — in the bottom 11% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below presents risk-adjusted performance metrics for Brokerage Account - More nvidia and compares them with S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.49 | 1.47 | -0.98 |
| Sortino ratioReturn per unit of downside risk | 0.92 | 2.05 | -1.12 |
| Omega ratioGain probability vs. loss probability | 1.11 | 1.27 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.86 | 2.03 | -1.17 |
| Martin ratioReturn relative to average drawdown | 1.84 | 8.80 | -6.96 |
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Position | Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio |
|---|---|---|---|---|---|---|
NVDA NVIDIA Corporation | 60 | 0.49 | 0.92 | 1.11 | 0.86 | 1.84 |
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Dividends
Dividend yield
Brokerage Account - More nvidia provided a 0.14% dividend yield over the last twelve months.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.14% | 0.02% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% |
| Portfolio components: | ||||||||||||
NVDA NVIDIA Corporation | 0.14% | 0.02% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% |
Monthly Dividends
The table below shows the monthly dividends paid by this portfolio.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.25 | $0.00 | $0.26 | |||||
| 2025 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.04 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.03 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
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 Brokerage Account - More nvidia. 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 Brokerage Account - More nvidia was 89.72%, occurring on Oct 9, 2002. Recovery took 1032 trading sessions.
The current Brokerage Account - More nvidia drawdown is 13.87%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-89.72%Oct 2002 | 9mo 8d | 4y 1mo | 4y 10moJan 2002 - Nov 2006 | Dot-com crash2000–2002 |
-85.08%Nov 2008 | 1y 1mo | 7y 4mo | 8y 6moOct 2007 - Apr 2016 | Financial crisis2007–2009 |
-67.75%Dec 2000 | 6mo 2d | 4mo | 10mo 2dJun 2000 - Apr 2001 | Dot-com crash2000–2002 |
-66.34%Oct 2022 | 10mo 18d | 7mo 13d | 1y 5moNov 2021 - May 2023 | Bear market2022 |
-56.04%Dec 2018 | 2mo 23d | 1y 1mo | 1y 4moOct 2018 - Feb 2020 | Rate-hike selloffLate 2018 |
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 1 assets, with an effective number of assets of 1.00, reflecting the diversification based on asset allocation. Your capital is spread almost evenly across your holdings, indicating a well-balanced allocation. Note that true diversification also depends on the correlations between assets — check the diversification ratio below.
Diversification Ratio
1Y | 3Y | 5Y | 10Y | All Time | |
|---|---|---|---|---|---|
Diversification Ratio | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 |
The portfolio has a diversification ratio of 1.00, placing it in the bottom quartile across portfolios — positions are highly correlated. Consider adding assets from different classes or sectors to reduce risk.
Brokerage Account - More nvidia correlation to the S&P 500 Index
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Jan 22, 1999 | 0.56 |
Find what Brokerage Account - More nvidia is missing
See which holdings overlap, where Brokerage Account - More nvidia is concentrated, and which low-correlation assets could fill the gaps.
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