High risk long term picks
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
META Meta Platforms, Inc. | Communication Services | 10% |
AAPL Apple Inc. | Technology | 10% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 10% |
NFLX Netflix, Inc. | Communication Services | 10% |
GOOG Alphabet Inc. | Communication Services | 10% |
MSFT Microsoft Corporation | Technology | 10% |
NVDA NVIDIA Corporation | Technology | 10% |
NVO Novo Nordisk A/S | Healthcare | 10% |
BRK-B Berkshire Hathaway Inc. | Financial Services | 10% |
QQQ Invesco QQQ | Large Cap Blend Equities | 10% |
Performance
The chart shows the growth of an initial investment of $10,000 in High risk long term picks, 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 Quarterly
Returns
As of Sep 21, 2023, the High risk long term picks returned 62.81% Year-To-Date and 28.01% of annualized return in the last 10 years.
| 1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 0.06% | 11.82% | 14.66% | 14.17% | 8.51% | 9.59% |
| High risk long term picks | -0.12% | 31.54% | 62.81% | 61.08% | 23.07% | 28.01% |
| Portfolio components: | ||||||
META Meta Platforms, Inc. | 3.37% | 49.98% | 149.02% | 105.13% | 13.00% | 18.31% |
AAPL Apple Inc. | -0.20% | 11.49% | 35.64% | 12.51% | 27.58% | 27.99% |
AMZN Amazon.com, Inc. | 0.45% | 37.07% | 61.06% | 10.72% | 7.18% | 24.54% |
NFLX Netflix, Inc. | -5.39% | 31.44% | 31.00% | 59.07% | 1.36% | 23.57% |
GOOG Alphabet Inc. | 4.39% | 29.14% | 51.68% | 32.17% | 18.28% | 18.10% |
MSFT Microsoft Corporation | -0.34% | 18.31% | 34.67% | 33.58% | 24.35% | 26.95% |
NVDA NVIDIA Corporation | -10.06% | 59.61% | 189.13% | 220.77% | 45.44% | 62.64% |
NVO Novo Nordisk A/S | 1.93% | 32.51% | 43.62% | 95.43% | 35.38% | 18.88% |
BRK-B Berkshire Hathaway Inc. | 4.18% | 22.38% | 18.75% | 32.36% | 10.75% | 12.18% |
QQQ Invesco QQQ | 0.32% | 19.42% | 37.50% | 27.11% | 15.58% | 17.32% |
| Returns over 1 year are annualized | ||||||
Asset Correlations Table
| NVO | BRK-B | NFLX | NVDA | META | AAPL | AMZN | GOOG | MSFT | QQQ | |
|---|---|---|---|---|---|---|---|---|---|---|
| NVO | 1.00 | 0.24 | 0.23 | 0.25 | 0.29 | 0.28 | 0.26 | 0.30 | 0.34 | 0.39 |
| BRK-B | 0.24 | 1.00 | 0.27 | 0.36 | 0.35 | 0.43 | 0.35 | 0.45 | 0.46 | 0.54 |
| NFLX | 0.23 | 0.27 | 1.00 | 0.46 | 0.52 | 0.45 | 0.55 | 0.49 | 0.48 | 0.60 |
| NVDA | 0.25 | 0.36 | 0.46 | 1.00 | 0.50 | 0.54 | 0.54 | 0.54 | 0.59 | 0.72 |
| META | 0.29 | 0.35 | 0.52 | 0.50 | 1.00 | 0.53 | 0.61 | 0.67 | 0.57 | 0.71 |
| AAPL | 0.28 | 0.43 | 0.45 | 0.54 | 0.53 | 1.00 | 0.57 | 0.59 | 0.63 | 0.79 |
| AMZN | 0.26 | 0.35 | 0.55 | 0.54 | 0.61 | 0.57 | 1.00 | 0.68 | 0.63 | 0.76 |
| GOOG | 0.30 | 0.45 | 0.49 | 0.54 | 0.67 | 0.59 | 0.68 | 1.00 | 0.69 | 0.79 |
| MSFT | 0.34 | 0.46 | 0.48 | 0.59 | 0.57 | 0.63 | 0.63 | 0.69 | 1.00 | 0.82 |
| QQQ | 0.39 | 0.54 | 0.60 | 0.72 | 0.71 | 0.79 | 0.76 | 0.79 | 0.82 | 1.00 |
Dividend yield
High risk long term picks granted a 0.42% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| High risk long term picks | 0.42% | 0.47% | 0.40% | 0.43% | 0.57% | 0.73% | 0.65% | 0.96% | 0.81% | 0.98% | 1.01% | 0.84% |
| Portfolio components: | ||||||||||||
META Meta Platforms, 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% |
AAPL Apple Inc. | 0.54% | 0.70% | 0.49% | 0.62% | 1.06% | 1.86% | 1.54% | 2.07% | 2.12% | 1.87% | 2.40% | 1.16% |
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% |
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% |
GOOG Alphabet 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% |
MSFT Microsoft Corporation | 0.85% | 1.07% | 0.69% | 0.96% | 1.24% | 1.78% | 1.99% | 2.59% | 2.61% | 2.86% | 3.07% | 3.79% |
NVDA NVIDIA Corporation | 0.04% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.23% | 1.77% | 2.06% | 0.66% |
NVO Novo Nordisk A/S | 2.19% | 2.01% | 2.30% | 2.02% | 2.36% | 2.24% | 1.76% | 3.41% | 1.11% | 1.75% | 1.52% | 1.41% |
BRK-B Berkshire Hathaway 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% |
QQQ Invesco QQQ | 0.59% | 0.81% | 0.43% | 0.56% | 0.76% | 0.94% | 0.87% | 1.11% | 1.05% | 1.51% | 1.10% | 1.39% |
Expense Ratio
The High risk long term picks has an expense ratio of 0.02% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
META Meta Platforms, Inc. | 2.00 | ||||
AAPL Apple Inc. | 0.51 | ||||
AMZN Amazon.com, Inc. | 0.22 | ||||
NFLX Netflix, Inc. | 1.36 | ||||
GOOG Alphabet Inc. | 0.87 | ||||
MSFT Microsoft Corporation | 1.05 | ||||
NVDA NVIDIA Corporation | 3.98 | ||||
NVO Novo Nordisk A/S | 3.09 | ||||
BRK-B Berkshire Hathaway Inc. | 1.77 | ||||
QQQ Invesco QQQ | 1.14 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the High risk long term picks. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the High risk long term picks is 38.84%, recorded on Nov 3, 2022. It took 141 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.84% | Nov 22, 2021 | 240 | Nov 3, 2022 | 141 | May 30, 2023 | 381 |
| -26.99% | Aug 30, 2018 | 80 | Dec 24, 2018 | 85 | Apr 29, 2019 | 165 |
| -26.81% | Feb 20, 2020 | 18 | Mar 16, 2020 | 44 | May 18, 2020 | 62 |
| -17.79% | Dec 7, 2015 | 43 | Feb 8, 2016 | 75 | May 25, 2016 | 118 |
| -13.16% | Sep 3, 2020 | 14 | Sep 23, 2020 | 81 | Jan 20, 2021 | 95 |
Volatility Chart
The current High risk long term picks volatility is 5.37%, 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.