Rick's Tech Bro

The chart shows the growth of an initial investment of $10,000 in Rick's Tech Bro, 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.

As of Jun 6, 2026, the Rick's Tech Bro returned 31.73% Year-To-Date and 51.10% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Sep 23, 2012, Rick's Tech Bro's average daily return is +0.14%, while the average monthly return is +4.31%. At this rate, an investment would double in approximately 1.4 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2013 with a return of +65.2%, while the worst month was Apr 2022 at -21.9%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Rick's Tech Bro closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +18.1%, while the worst single day was Mar 16, 2020 at -16.2%.

Rick's Tech Bro has an annualized alpha of 29.81%, beta of 1.72, and R2 of 0.68 versus S&P 500 Index. Calculated based on daily prices since September 23, 2012.

• This portfolio captured 335.01% of S&P 500 Index gains and 136.00% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 29.81% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• Beta of 1.72 means this portfolio moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

Rick's Tech Bro has an expense ratio of 0.17%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Rick's Tech Bro ranks 39 for risk / return — below 39% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below presents risk-adjusted performance metrics for Rick's Tech Bro and compares them with S&P 500 Index.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Rick's Tech Bro Sharpe ratios as of Jun 6, 2026 (values are recalculated daily):

• 1-Year: 2.12
• 5-Year: 0.82
• 10-Year: 1.36
• All Time: 1.58

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.64 to 2.53, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Rick's Tech Bro compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Rick's Tech Bro provided a 0.24% dividend yield over the last twelve months.

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.

The table below displays the maximum drawdowns of the Rick's Tech Bro. 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 Rick's Tech Bro was 60.04%, occurring on Dec 28, 2022. Recovery took 387 trading sessions.

The current Rick's Tech Bro drawdown is 16.17%.

The chart below shows the rolling one-month volatility.