Jake Paul I’m geeked

Asset Allocation

Position	Category/Sector	Target Weight
AMAT Applied Materials, Inc.	Technology	6.67%
APH Amphenol Corporation	Technology	6.67%
ASML ASML Holding N.V.	Technology	6.67%
AVGO Broadcom Inc.	Technology	6.67%
AXON Axon Enterprise, Inc.	Industrials	6.67%
EME EMCOR Group, Inc.	Industrials	6.67%
FIX Comfort Systems USA, Inc.	Industrials	6.67%
KLAC KLA Corporation	Technology	6.67%
LRCX Lam Research Corporation	Technology	6.67%
MSFT Microsoft Corporation	Technology	6.67%
MU Micron Technology, Inc.	Technology	6.67%
NVDA NVIDIA Corporation	Technology	6.67%
ORCL Oracle Corporation	Technology	6.67%
STRL Sterling Construction Company, Inc.	Industrials	6.67%
WMT Walmart Inc.	Consumer Defensive	6.67%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Jake Paul I’m geeked, 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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The earliest data available for this chart is Aug 6, 2009, corresponding to the inception date of AVGO

Returns By Period

As of Apr 2, 2026, the Jake Paul I’m geeked returned 10.99% Year-To-Date and 40.66% of annualized return in the last 10 years.

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-3.43%	-3.84%	-1.98%	16.08%	16.86%	10.37%	12.29%
Portfolio Jake Paul I’m geeked	-0.52%	-2.52%	10.99%	15.41%	107.34%	61.80%	41.17%	40.66%
Portfolio components:
AVGO Broadcom Inc.	0.34%	0.44%	-8.93%	-6.61%	84.26%	72.07%	48.84%	38.50%
STRL Sterling Construction Company, Inc.	-1.17%	0.20%	35.96%	18.39%	251.46%	122.12%	78.24%	55.12%
FIX Comfort Systems USA, Inc.	-0.79%	1.92%	51.93%	70.33%	315.21%	113.82%	80.31%	47.35%
EME EMCOR Group, Inc.	-0.43%	2.72%	23.69%	14.65%	96.87%	66.73%	46.59%	32.35%
WMT Walmart Inc.	0.84%	-1.46%	13.14%	24.19%	41.38%	37.98%	24.34%	20.62%
NVDA NVIDIA Corporation	0.93%	-1.47%	-4.88%	-6.08%	60.69%	85.17%	66.71%	70.07%
AXON Axon Enterprise, Inc.	-2.54%	-28.71%	-27.31%	-42.71%	-26.08%	21.99%	23.61%	36.33%
KLAC KLA Corporation	-0.20%	5.24%	25.00%	33.54%	122.73%	57.51%	35.71%	37.81%
ASML ASML Holding N.V.	-3.13%	-3.21%	23.29%	28.26%	99.10%	26.32%	16.83%	30.54%
MU Micron Technology, Inc.	-0.44%	-3.50%	28.37%	99.60%	314.35%	84.06%	32.37%	42.60%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Aug 7, 2009, Jake Paul I’m geeked's average daily return is +0.12%, while the average monthly return is +2.51%. At this rate, your investment would double in approximately 2.3 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +18.8%, while the worst month was Jun 2022 at -12.1%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 7 months.

On a daily basis, Jake Paul I’m geeked closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +14.5%, while the worst single day was Mar 16, 2020 at -15.2%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	12.31%	4.49%	-7.06%	1.76%									10.99%
2025	3.20%	-6.36%	-8.27%	8.38%	16.61%	15.47%	5.10%	-0.43%	17.10%	9.80%	-3.07%	1.09%	70.53%
2024	4.47%	17.64%	6.75%	-3.65%	8.52%	6.36%	-3.49%	1.99%	5.52%	-2.23%	10.66%	-3.95%	57.46%
2023	11.33%	3.08%	7.22%	-0.80%	10.83%	7.88%	5.14%	4.07%	-7.85%	-0.21%	9.73%	8.59%	74.96%
2022	-10.08%	-1.31%	1.02%	-12.07%	1.96%	-12.14%	16.17%	-6.31%	-10.34%	14.31%	15.51%	-6.90%	-15.28%
2021	5.01%	7.96%	4.53%	3.05%	2.36%	4.76%	1.23%	2.27%	-4.74%	9.24%	5.81%	3.62%	54.70%

Benchmark Metrics

Jake Paul I’m geeked has an annualized alpha of 15.43%, beta of 1.29, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since August 07, 2009.

This portfolio captured 182.24% of S&P 500 Index gains but only 96.22% of its losses — a favorable profile for investors.
This portfolio generated an annualized alpha of 15.43% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Alpha: 15.43%

Beta: 1.29

R²: 0.75

Upside Capture: 182.24%

Downside Capture: 96.22%

Expense Ratio

Jake Paul I’m geeked 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.

Return for Risk

Risk / Return Rank

Jake Paul I’m geeked ranks 98 for risk / return — in the top 98% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	3.08	0.88	+2.19
Sortino ratio Return per unit of downside risk	3.56	1.37	+2.20
Omega ratio Gain probability vs. loss probability	1.51	1.21	+0.30
Calmar ratio Return relative to maximum drawdown	7.30	1.39	+5.91
Martin ratio Return relative to average drawdown	24.63	6.43	+18.19
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AVGO Broadcom Inc.	84	1.76	2.49	1.32	3.08	7.50
STRL Sterling Construction Company, Inc.	97	4.24	3.76	1.51	8.38	24.41
FIX Comfort Systems USA, Inc.	99	5.72	5.22	1.72	24.01	81.57
EME EMCOR Group, Inc.	90	2.42	2.74	1.41	4.05	10.46
WMT Walmart Inc.	87	1.72	2.65	1.33	3.92	10.75
NVDA NVIDIA Corporation	81	1.47	2.17	1.27	3.02	7.54
AXON Axon Enterprise, Inc.	21	-0.49	-0.45	0.94	-0.44	-0.89
KLAC KLA Corporation	92	2.50	2.81	1.41	5.53	17.56
ASML ASML Holding N.V.	92	2.37	2.97	1.38	5.58	15.42
MU Micron Technology, Inc.	98	4.84	3.99	1.54	10.37	34.71

Sharpe Ratio

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.

Jake Paul I’m geeked Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

1-Year: 3.08
5-Year: 1.41
10-Year: 1.46
All Time: 1.24

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 1.00 to 1.69, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of Jake Paul I’m geeked compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

Jake Paul I’m geeked provided a 0.48% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	0.48%	0.48%	0.63%	0.75%	1.02%	0.71%	0.86%	1.11%	1.37%	0.94%	1.13%	1.28%
Portfolio components:
AVGO Broadcom Inc.	0.79%	0.70%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%
STRL Sterling Construction Company, 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%
FIX Comfort Systems USA, Inc.	0.16%	0.21%	0.28%	0.41%	0.49%	0.49%	0.81%	0.79%	0.76%	0.68%	0.83%	0.88%
EME EMCOR Group, Inc.	0.15%	0.16%	0.20%	0.32%	0.36%	0.41%	0.35%	0.37%	0.54%	0.39%	0.45%	0.67%
WMT Walmart Inc.	0.76%	0.84%	0.92%	1.45%	1.58%	1.52%	1.50%	1.78%	2.23%	2.07%	2.89%	3.20%
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%
AXON Axon Enterprise, 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%
KLAC KLA Corporation	0.50%	0.61%	0.96%	0.92%	1.25%	0.91%	1.35%	1.74%	3.17%	2.15%	2.67%	2.94%
ASML ASML Holding N.V.	0.71%	0.97%	0.97%	0.86%	1.27%	0.50%	0.50%	1.40%	0.94%	0.64%	0.92%	0.73%
MU Micron Technology, Inc.	0.14%	0.16%	0.55%	0.54%	0.89%	0.21%	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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Jake Paul I’m geeked. 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 Jake Paul I’m geeked was 33.86%, occurring on Mar 16, 2020. Recovery took 77 trading sessions.

The current Jake Paul I’m geeked drawdown is 8.66%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-33.86%	Feb 20, 2020	18	Mar 16, 2020	77	Jul 6, 2020	95
-33.22%	Dec 28, 2021	202	Oct 14, 2022	113	Mar 29, 2023	315
-30.76%	Jan 23, 2025	51	Apr 4, 2025	40	Jun 3, 2025	91
-28.64%	Feb 22, 2011	156	Oct 3, 2011	294	Dec 4, 2012	450
-27.06%	Aug 8, 2018	96	Dec 24, 2018	70	Apr 5, 2019	166

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 15 assets, with an effective number of assets of 15.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

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

	Benchmark	WMT	AXON	STRL	FIX	ORCL	MSFT	EME	MU	AVGO	NVDA	ASML	APH	LRCX	KLAC	AMAT	Portfolio
Benchmark	1.00	0.40	0.45	0.45	0.58	0.64	0.71	0.64	0.58	0.61	0.61	0.66	0.74	0.66	0.67	0.67	0.83
WMT	0.40	1.00	0.15	0.17	0.23	0.27	0.30	0.26	0.17	0.18	0.18	0.23	0.29	0.21	0.23	0.23	0.31
AXON	0.45	0.15	1.00	0.28	0.34	0.33	0.35	0.36	0.32	0.35	0.37	0.36	0.40	0.35	0.36	0.35	0.55
STRL	0.45	0.17	0.28	1.00	0.52	0.30	0.26	0.53	0.32	0.31	0.30	0.32	0.41	0.35	0.36	0.35	0.55
FIX	0.58	0.23	0.34	0.52	1.00	0.42	0.35	0.68	0.38	0.38	0.36	0.39	0.53	0.43	0.44	0.43	0.63
ORCL	0.64	0.27	0.33	0.30	0.42	1.00	0.55	0.43	0.40	0.44	0.44	0.45	0.52	0.44	0.45	0.45	0.61
MSFT	0.71	0.30	0.35	0.26	0.35	0.55	1.00	0.38	0.43	0.49	0.54	0.52	0.52	0.50	0.52	0.51	0.63
EME	0.64	0.26	0.36	0.53	0.68	0.43	0.38	1.00	0.42	0.40	0.39	0.43	0.58	0.47	0.47	0.48	0.67
MU	0.58	0.17	0.32	0.32	0.38	0.40	0.43	0.42	1.00	0.53	0.57	0.55	0.52	0.64	0.61	0.64	0.73
AVGO	0.61	0.18	0.35	0.31	0.38	0.44	0.49	0.40	0.53	1.00	0.56	0.57	0.56	0.61	0.62	0.62	0.72
NVDA	0.61	0.18	0.37	0.30	0.36	0.44	0.54	0.39	0.57	0.56	1.00	0.58	0.52	0.60	0.62	0.62	0.73
ASML	0.66	0.23	0.36	0.32	0.39	0.45	0.52	0.43	0.55	0.57	0.58	1.00	0.58	0.71	0.72	0.71	0.76
APH	0.74	0.29	0.40	0.41	0.53	0.52	0.52	0.58	0.52	0.56	0.52	0.58	1.00	0.60	0.60	0.60	0.75
LRCX	0.66	0.21	0.35	0.35	0.43	0.44	0.50	0.47	0.64	0.61	0.60	0.71	0.60	1.00	0.84	0.84	0.82
KLAC	0.67	0.23	0.36	0.36	0.44	0.45	0.52	0.47	0.61	0.62	0.62	0.72	0.60	0.84	1.00	0.82	0.82
AMAT	0.67	0.23	0.35	0.35	0.43	0.45	0.51	0.48	0.64	0.62	0.62	0.71	0.60	0.84	0.82	1.00	0.82
Portfolio	0.83	0.31	0.55	0.55	0.63	0.61	0.63	0.67	0.73	0.72	0.73	0.76	0.75	0.82	0.82	0.82	1.00

The correlation results are calculated based on daily price changes starting from Aug 7, 2009

Jake Paul I’m geeked

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table