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Bloomer 3 BEST TOP 20
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Bloomer 3 BEST TOP 20, 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%1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%NovemberDecember2025FebruaryMarchApril
4,148.36%
192.53%
Bloomer 3 BEST TOP 20
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 Apr 27, 2025, the Bloomer 3 BEST TOP 20 returned -4.44% Year-To-Date and 40.24% of annualized return in the last 10 years.


YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500
-6.06%-2.95%-4.87%8.34%13.98%10.15%
Bloomer 3 BEST TOP 20-4.44%2.90%-1.50%-0.59%49.16%40.24%
MSFT
Microsoft Corporation
-6.85%0.33%-8.11%-2.82%18.67%24.93%
GOOG
Alphabet Inc.
-13.86%-0.14%-1.66%-5.22%20.89%19.62%
META
Meta Platforms, Inc.
-6.45%-9.18%-4.37%23.91%24.02%21.20%
TSM
Taiwan Semiconductor Manufacturing Company Limited
-16.08%-1.87%-18.27%21.05%27.60%24.10%
COKE
Coca-Cola Consolidated, Inc.
9.06%4.30%10.03%67.48%43.12%29.40%
AAPL
Apple Inc
-16.34%-6.51%-9.36%24.20%24.96%21.97%
SMH
VanEck Vectors Semiconductor ETF
-12.47%-2.65%-15.83%-2.17%26.87%23.81%
VGT
Vanguard Information Technology ETF
-11.99%-1.92%-8.98%9.04%19.14%18.66%
NVDA
NVIDIA Corporation
-17.33%-0.38%-21.56%26.56%71.93%70.57%
AMD
Advanced Micro Devices, Inc.
-19.99%-9.38%-38.14%-38.60%11.34%45.47%
VOO
-5.74%-2.90%-4.28%9.78%15.67%12.09%
MA
Mastercard Inc
1.63%-4.17%5.47%16.05%15.67%20.18%
NFLX
Netflix, Inc.
23.58%12.78%45.96%96.27%21.20%29.93%
NOW
ServiceNow, Inc.
-10.83%14.20%-0.59%30.64%25.11%28.43%
PANW
Palo Alto Networks, Inc.
-1.64%2.60%-2.31%22.83%40.42%21.60%
CELH
Celsius Holdings, Inc.
39.48%4.52%16.05%-49.78%87.46%44.40%
SMCI
Super Micro Computer, Inc.
19.65%5.04%-22.85%-57.47%75.04%28.45%
BTC-USD
Bitcoin
1.38%8.65%41.34%48.57%64.83%82.95%
AVGO
Broadcom Inc.
-16.80%11.81%11.80%44.83%52.13%35.77%
TQQQ
ProShares UltraPro QQQ
-31.73%-13.55%-27.48%-1.26%27.56%28.06%
*Annualized

Monthly Returns

The table below presents the monthly returns of Bloomer 3 BEST TOP 20, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.64%-4.10%-4.31%5.87%-4.44%
20246.39%35.44%6.79%-10.43%13.18%-3.90%-6.82%-5.16%-0.11%2.83%9.56%-1.47%46.89%
202311.52%0.01%11.97%0.69%22.11%12.09%2.04%9.99%-8.83%-2.77%8.40%9.72%103.65%
2022-19.48%6.52%0.52%-18.09%2.78%-17.05%21.61%-1.34%-13.09%4.02%12.69%-8.14%-32.41%
20214.11%12.69%4.71%5.51%-9.53%8.53%3.62%11.86%-2.74%18.89%-2.64%-4.86%58.02%
20207.79%-4.40%-12.76%18.99%13.06%6.16%17.31%16.08%-3.17%-2.02%24.92%21.56%151.85%
201912.52%5.19%7.69%9.13%-2.34%13.54%0.20%-3.27%-4.59%8.16%3.80%4.53%67.35%
20180.10%-0.78%-12.70%7.83%1.43%-2.64%4.18%7.41%0.37%-15.69%-9.13%-9.29%-27.93%
20178.11%5.09%2.49%1.92%12.42%0.46%7.44%9.83%1.48%11.73%10.34%10.46%118.60%
2016-7.50%-1.22%9.96%-3.04%4.44%-1.02%6.69%2.86%4.16%2.47%4.66%6.03%30.91%
20151.31%12.54%-2.98%6.33%5.08%1.17%2.53%-7.83%1.76%8.29%2.42%0.47%33.99%
2014-1.32%6.92%4.80%-1.41%4.43%-1.07%2.66%4.89%-1.48%19.47%

Expense Ratio

Bloomer 3 BEST TOP 20 has an expense ratio of 0.07%, 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.


Expense ratio chart for SMH: current value is 0.35%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SMH: 0.35%
Expense ratio chart for VGT: current value is 0.10%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VGT: 0.10%
Expense ratio chart for TQQQ: current value is 0.95%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
TQQQ: 0.95%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Bloomer 3 BEST TOP 20 is 9, meaning it’s performing worse than 91% 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 Bloomer 3 BEST TOP 20 is 99
Overall Rank
The Sharpe Ratio Rank of Bloomer 3 BEST TOP 20 is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of Bloomer 3 BEST TOP 20 is 1111
Sortino Ratio Rank
The Omega Ratio Rank of Bloomer 3 BEST TOP 20 is 1010
Omega Ratio Rank
The Calmar Ratio Rank of Bloomer 3 BEST TOP 20 is 77
Calmar Ratio Rank
The Martin Ratio Rank of Bloomer 3 BEST TOP 20 is 1010
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.


The chart of Sharpe ratio for Portfolio, currently valued at 0.09, compared to the broader market-4.00-2.000.002.00
Portfolio: 0.09
^GSPC: 0.46
The chart of Sortino ratio for Portfolio, currently valued at 0.41, compared to the broader market-6.00-4.00-2.000.002.004.00
Portfolio: 0.41
^GSPC: 0.77
The chart of Omega ratio for Portfolio, currently valued at 1.05, compared to the broader market0.400.600.801.001.201.401.60
Portfolio: 1.05
^GSPC: 1.11
The chart of Calmar ratio for Portfolio, currently valued at 0.02, compared to the broader market0.002.004.006.00
Portfolio: 0.02
^GSPC: 0.47
The chart of Martin ratio for Portfolio, currently valued at 0.39, compared to the broader market0.005.0010.0015.0020.00
Portfolio: 0.39
^GSPC: 1.94

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
MSFT
Microsoft Corporation
-0.32-0.300.96-0.13-0.96
GOOG
Alphabet Inc.
-0.010.221.030.10-0.02
META
Meta Platforms, Inc.
0.160.501.060.030.52
TSM
Taiwan Semiconductor Manufacturing Company Limited
-0.130.141.020.69-0.46
COKE
Coca-Cola Consolidated, Inc.
0.450.791.100.191.99
AAPL
Apple Inc
-0.30-0.210.970.78-1.01
SMH
VanEck Vectors Semiconductor ETF
-0.44-0.380.950.07-1.67
VGT
Vanguard Information Technology ETF
-0.19-0.050.990.41-0.71
NVDA
NVIDIA Corporation
-0.260.021.000.94-1.04
AMD
Advanced Micro Devices, Inc.
-0.84-1.240.85-0.58-1.62
VOO
0.020.181.030.000.09
MA
Mastercard Inc
0.961.411.210.364.86
NFLX
Netflix, Inc.
2.863.581.482.7016.27
NOW
ServiceNow, Inc.
0.481.011.130.151.36
PANW
Palo Alto Networks, Inc.
0.280.671.080.081.05
CELH
Celsius Holdings, Inc.
-0.170.261.03-0.63-0.42
SMCI
Super Micro Computer, Inc.
-0.44-0.021.00-0.61-1.32
BTC-USD
Bitcoin
1.952.561.261.738.72
AVGO
Broadcom Inc.
0.391.061.140.191.70
TQQQ
ProShares UltraPro QQQ
-0.36-0.041.000.05-1.39

The current Bloomer 3 BEST TOP 20 Sharpe ratio is 0.09. 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 0.39 to 0.88, 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 Bloomer 3 BEST TOP 20 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 Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.09
0.46
Bloomer 3 BEST TOP 20
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

Bloomer 3 BEST TOP 20 provided a 0.51% dividend yield over the last twelve months.


TTM20242023202220212020201920182017201620152014
Portfolio0.51%0.48%0.49%0.62%0.40%0.51%0.74%0.85%0.65%0.71%0.79%0.73%
MSFT
Microsoft Corporation
0.81%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%
GOOG
Alphabet Inc.
0.49%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
META
Meta Platforms, Inc.
0.37%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TSM
Taiwan Semiconductor Manufacturing Company Limited
1.48%1.18%1.78%2.48%1.56%1.58%3.49%3.55%2.32%2.61%2.54%1.79%
COKE
Coca-Cola Consolidated, Inc.
0.58%1.59%0.54%0.20%0.16%0.38%0.35%0.56%0.46%0.56%0.55%1.14%
AAPL
Apple Inc
0.48%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%
SMH
VanEck Vectors Semiconductor ETF
0.51%0.44%0.60%1.18%0.51%0.69%1.50%1.88%1.43%0.80%2.14%1.16%
VGT
Vanguard Information Technology ETF
0.58%0.60%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%1.12%
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%
AMD
Advanced Micro Devices, 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%
VOO
1.38%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%
MA
Mastercard Inc
0.53%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%
NFLX
Netflix, 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%
NOW
ServiceNow, 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%
PANW
Palo Alto Networks, 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%
CELH
Celsius Holdings, 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%
SMCI
Super Micro Computer, 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%
BTC-USD
Bitcoin
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AVGO
Broadcom Inc.
1.16%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%1.22%
TQQQ
ProShares UltraPro QQQ
1.83%1.27%1.26%0.57%0.00%0.00%0.06%0.11%0.00%0.00%0.01%0.03%

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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-15.67%
-10.07%
Bloomer 3 BEST TOP 20
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Bloomer 3 BEST TOP 20. 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 Bloomer 3 BEST TOP 20 was 51.76%, occurring on Jun 18, 2022. Recovery took 390 trading sessions.

The current Bloomer 3 BEST TOP 20 drawdown is 15.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51.76%Nov 9, 2021222Jun 18, 2022390Jul 13, 2023612
-41.01%Dec 17, 2017374Dec 25, 2018183Jun 26, 2019557
-38.49%Feb 20, 202026Mar 16, 202077Jun 1, 2020103
-29.71%May 28, 2024102Sep 6, 2024
-21.52%Apr 16, 202134May 19, 202180Aug 7, 2021114

Volatility

Volatility Chart

The current Bloomer 3 BEST TOP 20 volatility is 18.06%, 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%NovemberDecember2025FebruaryMarchApril
18.06%
14.23%
Bloomer 3 BEST TOP 20
Benchmark (^GSPC)
Portfolio components

Diversification

Diversification Metrics


Number of Effective Assets
5.0010.0015.0020.00
Effective Assets: 20.00

The portfolio contains 20 assets, with an effective number of assets of 20.00, 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.

^GSPCBTC-USDCOKECELHSMCIPANWNFLXAMDMATSMMETANOWAAPLGOOGAVGONVDAMSFTSMHVOOTQQQVGTPortfolio
^GSPC1.000.170.350.280.460.510.510.520.710.590.610.600.680.700.660.630.750.771.000.910.900.71
BTC-USD0.171.000.050.090.070.100.100.110.090.100.100.110.100.110.110.120.100.130.140.140.140.50
COKE0.350.051.000.130.160.170.140.150.260.150.200.190.210.210.200.170.220.220.320.260.270.24
CELH0.280.090.131.000.170.190.170.190.170.180.200.220.200.200.180.200.210.230.260.260.250.45
SMCI0.460.070.160.171.000.270.250.340.270.330.290.300.280.270.380.380.310.440.420.410.430.40
PANW0.510.100.170.190.271.000.360.330.350.320.360.540.380.380.390.420.400.460.450.520.530.48
NFLX0.510.100.140.170.250.361.000.360.360.340.470.460.400.430.380.430.440.440.460.560.510.49
AMD0.520.110.150.190.340.330.361.000.330.460.380.400.390.390.460.590.430.620.470.540.560.54
MA0.710.090.260.170.270.350.360.331.000.390.420.460.430.500.400.410.530.490.640.590.620.46
TSM0.590.100.150.180.330.320.340.460.391.000.380.380.440.420.550.550.460.740.540.590.620.52
META0.610.100.200.200.290.360.470.380.420.381.000.470.450.590.440.460.530.490.550.650.600.51
NOW0.600.110.190.220.300.540.460.400.460.380.471.000.420.470.440.500.550.530.540.620.640.55
AAPL0.680.100.210.200.280.380.400.390.430.440.450.421.000.520.500.460.560.540.630.700.720.51
GOOG0.700.110.210.200.270.380.430.390.500.420.590.470.521.000.430.460.620.520.640.720.670.52
AVGO0.660.110.200.180.380.390.380.460.400.550.440.440.500.431.000.570.500.750.600.660.680.56
NVDA0.630.120.170.200.380.420.430.590.410.550.460.500.460.460.571.000.540.760.560.670.700.65
MSFT0.750.100.220.210.310.400.440.430.530.460.530.550.560.620.500.541.000.600.680.760.770.57
SMH0.770.130.220.230.440.460.440.620.490.740.490.530.540.520.750.760.601.000.710.770.820.68
VOO1.000.140.320.260.420.450.460.470.640.540.550.540.630.640.600.560.680.711.000.860.850.64
TQQQ0.910.140.260.260.410.520.560.540.590.590.650.620.700.720.660.670.760.770.861.000.930.72
VGT0.900.140.270.250.430.530.510.560.620.620.600.640.720.670.680.700.770.820.850.931.000.73
Portfolio0.710.500.240.450.400.480.490.540.460.520.510.550.510.520.560.650.570.680.640.720.731.00
The correlation results are calculated based on daily price changes starting from Apr 4, 2014