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Moochi v4
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Moochi v4

Currency in USD · Last updated May 11, 2025

Asset Allocation

IAUM 8%BTC-USD 8%USD=X 8%TSLA 15%GOOG 15%MSFT 8%AMZN 8%NVDA 8%CVX 8%JEPI 8%TSM 6%CommodityCommodityCryptocurrencyCryptocurrencyCurrencyCurrencyEquityEquity
PositionCategory/SectorTarget Weight
AMZN
Amazon.com, Inc.		Consumer Cyclical
8%
BTC-USD
Bitcoin
8%
CVX
Chevron Corporation		Energy
8%
GOOG
Alphabet Inc		Communication Services
15%
IAUM
iShares Gold Trust Micro ETF of Benef Interest		Precious Metals, Gold
8%
JEPI
JPMorgan Equity Premium Income ETF		Actively Managed, Dividend, Derivative Income
8%
MSFT
Microsoft Corporation		Technology
8%
NVDA
NVIDIA Corporation		Technology
8%
TSLA
Tesla, Inc.		Consumer Cyclical
15%
TSM
Taiwan Semiconductor Manufacturing Company Limited		Technology
6%
USD=X
USD Cash
8%

Performance

Performance Chart

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The earliest data available for this chart is May 5, 2025, corresponding to the inception date of IAUM

Returns By Period

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		-0.86%8.72%-2.74%11.65%15.28%10.67%
Moochi v4N/AN/AN/AN/AN/AN/A
Portfolio components:
TSLA
Tesla, Inc.		-26.14%18.21%-7.15%77.04%40.96%33.88%
GOOG
Alphabet Inc		-18.84%-3.15%-13.97%-8.91%17.74%19.21%
MSFT
Microsoft Corporation		4.30%12.94%4.25%6.59%20.31%26.52%
AMZN
Amazon.com, Inc.		-12.00%4.43%-7.26%2.98%10.42%24.57%
NVDA
NVIDIA Corporation		-13.13%5.16%-20.97%29.82%72.26%72.36%
TSM
Taiwan Semiconductor Manufacturing Company Limited		-10.27%12.38%-11.64%19.92%30.63%25.20%
CVX
Chevron Corporation		-3.32%2.11%-9.86%-12.87%13.73%6.98%
IAUM
iShares Gold Trust Micro ETF of Benef Interest		N/AN/AN/AN/AN/AN/A
BTC-USD
Bitcoin		11.43%24.82%29.37%71.25%63.89%83.77%
JEPI
JPMorgan Equity Premium Income ETF		N/AN/AN/AN/AN/AN/A
USD=X
USD Cash		0.00%0.00%0.00%0.00%0.00%0.00%
*Annualized

Monthly Returns

The table below presents the monthly returns of Moochi v4, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.42%1.42%

Expense Ratio

Moochi v4 has an expense ratio of 0.04%, 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.

IAUM
iShares Gold Trust Micro ETF of Benef Interest
JEPI
JPMorgan Equity Premium Income ETF

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Moochi v4 is 62, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of Moochi v4 is 6262
Overall Rank
The Sharpe Ratio Rank of Moochi v4 is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of Moochi v4 is 7979
Sortino Ratio Rank
The Omega Ratio Rank of Moochi v4 is 7474
Omega Ratio Rank
The Calmar Ratio Rank of Moochi v4 is 2020
Calmar Ratio Rank
The Martin Ratio Rank of Moochi v4 is 6060
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.

No data
No data
No data
No data
No data
Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
TSLA
Tesla, Inc.		1.031.741.211.152.83
GOOG
Alphabet Inc		-0.32-0.280.97-0.35-0.77
MSFT
Microsoft Corporation		0.280.631.080.340.75
AMZN
Amazon.com, Inc.		0.060.331.040.070.20
NVDA
NVIDIA Corporation		0.531.051.130.781.94
TSM
Taiwan Semiconductor Manufacturing Company Limited		0.551.081.140.731.96
CVX
Chevron Corporation		-0.51-0.440.94-0.51-1.28
IAUM
iShares Gold Trust Micro ETF of Benef Interest		—————
BTC-USD
Bitcoin		1.403.201.332.6512.24
JEPI
JPMorgan Equity Premium Income ETF		—————
USD=X
USD Cash		—————

There isn't enough data available to calculate the Sharpe ratio for Moochi v4. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

Moochi v4 provided a 0.66% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio0.66%0.54%0.49%0.50%0.51%0.67%0.64%0.71%0.59%0.67%0.82%0.74%
Portfolio components:
TSLA
Tesla, 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		0.52%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%
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%
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%
TSM
Taiwan Semiconductor Manufacturing Company Limited		1.40%1.18%1.78%2.48%1.56%1.58%3.49%3.55%2.32%2.61%2.54%1.79%
CVX
Chevron Corporation		4.77%4.50%4.05%3.16%4.52%6.11%3.95%4.12%3.45%3.64%4.76%3.75%
IAUM
iShares Gold Trust Micro ETF of Benef Interest		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%
JEPI
JPMorgan Equity Premium Income ETF		0.72%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
USD=X
USD Cash		0.00%0.00%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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Moochi v4. 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 Moochi v4 was 0.88%, occurring on May 7, 2025. Recovery took 1 trading session.

The current Moochi v4 drawdown is 11.31%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-0.88%May 6, 20252May 7, 20251May 8, 20253
-0.05%May 11, 20251May 11, 2025———

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 11 assets, with an effective number of assets of 10.02, 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.
^GSPCUSD=XBTC-USDGOOGNVDAJEPICVXTSLATSMIAUMMSFTAMZNPortfolio
^GSPC1.000.000.400.200.600.800.400.400.40-1.000.800.800.40
USD=X0.000.000.000.000.000.000.000.000.000.000.000.000.00
BTC-USD0.400.001.000.410.23-0.350.17-0.12-0.23-0.230.120.000.26
GOOG0.200.000.411.000.12-0.12-0.29-0.12-0.47-0.350.12-0.240.64
NVDA0.600.000.230.121.000.76-0.120.060.41-0.880.290.65-0.23
JEPI0.800.00-0.35-0.120.761.00-0.350.060.47-0.650.120.53-0.35
CVX0.400.000.17-0.29-0.12-0.351.000.820.65-0.120.760.590.41
TSLA0.400.00-0.12-0.120.060.060.821.000.82-0.410.940.760.58
TSM0.400.00-0.23-0.470.410.470.650.821.00-0.530.760.940.06
IAUM-1.000.00-0.23-0.35-0.88-0.65-0.12-0.41-0.531.00-0.65-0.76-0.23
MSFT0.800.000.120.120.290.120.760.940.76-0.651.000.820.64
AMZN0.800.000.00-0.240.650.530.590.760.94-0.760.821.000.12
Portfolio0.400.000.260.64-0.23-0.350.410.580.06-0.230.640.121.00
The correlation results are calculated based on daily price changes starting from May 6, 2025