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andy's 5 stocks
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


NVDA 20%AMZN 20%GOOG 20%MSFT 20%META 20%EquityEquity

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in andy's 5 stocks, 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.


0.00%500.00%1,000.00%1,500.00%2,000.00%2,500.00%December2025FebruaryMarchAprilMay
2,298.35%
199.87%
andy's 5 stocks
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG

Returns By Period

As of May 9, 2025, the andy's 5 stocks returned -7.39% Year-To-Date and 35.23% of annualized return in the last 10 years.


YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500
-3.70%13.67%-5.18%9.18%14.14%10.43%
andy's 5 stocks-7.39%16.24%-8.00%11.98%30.34%35.23%
NVDA
NVIDIA Corporation
-12.59%21.88%-21.15%29.85%72.35%72.94%
AMZN
Amazon.com, Inc.
-12.45%12.55%-8.56%2.17%10.09%24.46%
GOOG
Alphabet Inc
-18.12%6.26%-14.36%-8.57%17.71%19.36%
MSFT
Microsoft Corporation
4.16%23.58%3.41%7.55%19.98%26.84%
META
Meta Platforms, Inc.
2.23%17.15%1.24%27.00%23.20%22.71%
*Annualized

Monthly Returns

The table below presents the monthly returns of andy's 5 stocks, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.42%-6.38%-10.52%0.19%5.67%-7.39%
20248.60%14.92%5.58%-3.59%9.65%8.71%-5.27%0.46%4.22%1.24%3.94%3.17%63.05%
202319.25%4.43%16.82%5.21%16.07%6.12%6.55%0.56%-5.36%0.20%10.47%4.38%120.89%
2022-9.54%-7.07%5.94%-18.68%-1.82%-11.12%12.27%-7.06%-13.84%-6.30%12.58%-9.16%-45.55%
20210.33%2.75%2.80%11.66%0.37%9.92%1.95%7.83%-7.69%10.08%6.29%-2.45%51.20%
20204.54%-1.69%-5.28%18.03%7.49%5.99%8.79%14.34%-6.83%-0.82%6.29%0.39%60.56%
201911.92%1.27%7.64%7.40%-10.45%8.09%3.25%-2.13%0.34%6.41%4.88%4.02%49.28%
201815.93%-1.50%-5.42%2.78%8.11%0.43%2.71%7.29%-1.28%-14.00%-3.30%-9.43%-1.24%
20176.55%0.66%4.08%3.81%10.65%-1.92%6.88%1.97%0.97%10.74%0.86%-0.13%54.37%
2016-3.97%-3.41%8.63%-0.58%11.17%-2.42%11.57%2.62%4.91%1.05%2.90%4.86%42.32%
2015-0.79%7.96%-2.43%6.65%-0.36%-1.73%11.69%-1.01%1.95%17.30%5.83%2.09%55.88%
2014-3.76%4.07%2.51%0.29%5.67%-0.21%-1.28%4.35%-3.67%7.75%

Expense Ratio

andy's 5 stocks 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.


The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of andy's 5 stocks is 25, meaning it’s performing worse than 75% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of andy's 5 stocks is 2525
Overall Rank
The Sharpe Ratio Rank of andy's 5 stocks is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of andy's 5 stocks is 2727
Sortino Ratio Rank
The Omega Ratio Rank of andy's 5 stocks is 2323
Omega Ratio Rank
The Calmar Ratio Rank of andy's 5 stocks is 3030
Calmar Ratio Rank
The Martin Ratio Rank of andy's 5 stocks is 2121
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 ratioSortino ratioOmega ratioCalmar ratioMartin ratio
NVDA
NVIDIA Corporation
0.511.021.130.741.85
AMZN
Amazon.com, Inc.
0.070.311.040.060.16
GOOG
Alphabet Inc
-0.28-0.150.98-0.27-0.59
MSFT
Microsoft Corporation
0.300.571.070.290.63
META
Meta Platforms, Inc.
0.751.321.170.852.66

The current andy's 5 stocks Sharpe ratio is 0.39. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 0.44 to 0.96, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests that it may not be performing as well in terms of risk-adjusted returns compared to many other portfolios. The lower performance could be due to either lower returns, higher volatility, or a combination of both. This might indicate that the portfolio requires some fine-tuning. You can use the Portfolio Optimization tool to find an allocation that maximizes the Sharpe ratio.

Use the chart below to compare the Sharpe ratio of andy's 5 stocks with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.39
0.48
andy's 5 stocks
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

andy's 5 stocks provided a 0.32% dividend yield over the last twelve months.


TTM20242023202220212020201920182017201620152014
Portfolio0.32%0.28%0.15%0.23%0.15%0.21%0.29%0.43%0.43%0.56%0.71%0.84%
NVDA
NVIDIA Corporation
0.03%0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%
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%
GOOG
Alphabet Inc
0.51%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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%
META
Meta Platforms, Inc.
0.34%0.34%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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-13.67%
-7.82%
andy's 5 stocks
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the andy's 5 stocks. 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 andy's 5 stocks was 53.70%, occurring on Nov 3, 2022. Recovery took 171 trading sessions.

The current andy's 5 stocks drawdown is 13.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.7%Nov 22, 2021240Nov 3, 2022171Jul 13, 2023411
-31.06%Jul 26, 2018105Dec 24, 2018147Jul 26, 2019252
-30.03%Feb 20, 202018Mar 16, 202039May 11, 202057
-26.11%Jan 24, 202560Apr 21, 2025
-17.65%Jul 11, 202418Aug 5, 202466Nov 6, 202484

Volatility

Volatility Chart

The current andy's 5 stocks volatility is 16.07%, 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.


0.00%5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
16.07%
11.21%
andy's 5 stocks
Benchmark (^GSPC)
Portfolio components

Diversification

Diversification Metrics


Number of Effective Assets

The portfolio contains 5 assets, with an effective number of assets of 5.00, 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.

^GSPCNVDAMETAAMZNGOOGMSFTPortfolio
^GSPC1.000.630.610.640.700.750.78
NVDA0.631.000.510.540.520.590.80
META0.610.511.000.610.650.580.78
AMZN0.640.540.611.000.670.650.82
GOOG0.700.520.650.671.000.680.81
MSFT0.750.590.580.650.681.000.80
Portfolio0.780.800.780.820.810.801.00
The correlation results are calculated based on daily price changes starting from Apr 4, 2014