High risk long term picks
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AAPL Apple Inc | Technology | 10% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 10% |
BRK-B Berkshire Hathaway Inc. | Financial Services | 10% |
GOOG Alphabet Inc. | Communication Services | 10% |
META Meta Platforms, Inc. | Communication Services | 10% |
MSFT Microsoft Corporation | Technology | 10% |
NFLX Netflix, Inc. | Communication Services | 10% |
NVDA NVIDIA Corporation | Technology | 10% |
NVO Novo Nordisk A/S | Healthcare | 10% |
QQQ Invesco QQQ | Large Cap Blend Equities | 10% |
Performance
Performance Chart
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
The earliest data available for this chart is Mar 27, 2014, corresponding to the inception date of GOOG
Returns By Period
As of Jul 25, 2024, the High risk long term picks returned 32.42% Year-To-Date and 30.23% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 13.20% | -1.28% | 10.32% | 18.23% | 12.31% | 10.58% |
| High risk long term picks | 30.61% | -6.09% | 19.94% | 47.13% | 31.97% | 30.12% |
| Portfolio components: | ||||||
META Meta Platforms, Inc. | 28.36% | -11.64% | 15.27% | 45.76% | 17.91% | 20.00% |
AAPL Apple Inc | 13.26% | 1.99% | 13.33% | 13.16% | 34.21% | 25.96% |
AMZN Amazon.com, Inc. | 18.37% | -7.11% | 13.03% | 40.23% | 13.14% | 27.45% |
NFLX Netflix, Inc. | 30.24% | -6.43% | 11.16% | 53.47% | 13.59% | 26.53% |
GOOG Alphabet Inc. | 20.17% | -8.74% | 10.12% | 30.40% | 22.11% | 19.27% |
MSFT Microsoft Corporation | 11.67% | -7.47% | 3.96% | 27.50% | 25.49% | 27.40% |
NVDA NVIDIA Corporation | 126.76% | -11.17% | 84.00% | 144.69% | 91.87% | 74.97% |
NVO Novo Nordisk A/S | 24.23% | -11.00% | 18.92% | 64.63% | 41.05% | 20.42% |
BRK-B Berkshire Hathaway Inc. | 21.49% | 5.61% | 12.43% | 24.04% | 15.64% | 13.06% |
QQQ Invesco QQQ | 12.23% | -4.60% | 8.45% | 22.52% | 19.44% | 17.85% |
Monthly Returns
The table below presents the monthly returns of High risk long term picks, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 7.50% | 9.73% | 3.75% | -3.80% | 9.33% | 6.94% | 30.61% | ||||||
| 2023 | 14.13% | 1.51% | 13.07% | 3.63% | 10.60% | 6.54% | 4.02% | 1.35% | -5.72% | 1.14% | 10.10% | 3.25% | 82.81% |
| 2022 | -9.30% | -4.53% | 5.71% | -17.16% | -2.05% | -9.50% | 13.53% | -5.79% | -9.44% | 2.70% | 8.93% | -6.15% | -31.64% |
| 2021 | -0.23% | 1.49% | 1.55% | 8.76% | 0.55% | 7.35% | 2.78% | 6.85% | -5.26% | 9.73% | 2.96% | 0.21% | 42.18% |
| 2020 | 4.20% | -3.12% | -4.44% | 14.01% | 5.69% | 5.67% | 8.48% | 12.75% | -5.59% | -3.11% | 7.37% | 3.33% | 52.45% |
| 2019 | 10.42% | 2.20% | 5.82% | 5.37% | -9.36% | 8.40% | 0.45% | -1.46% | 0.48% | 6.40% | 5.14% | 4.31% | 43.47% |
| 2018 | 13.98% | -0.31% | -4.15% | 1.14% | 7.34% | 1.06% | 1.95% | 7.53% | -0.78% | -11.35% | -2.60% | -7.97% | 3.29% |
| 2017 | 5.78% | 2.41% | 2.78% | 3.68% | 8.13% | -2.22% | 6.53% | 3.37% | 0.46% | 8.18% | 1.07% | 0.68% | 48.62% |
| 2016 | -5.94% | -2.23% | 8.44% | -2.65% | 7.72% | -3.01% | 7.92% | 1.00% | 2.27% | 1.68% | 0.92% | 4.64% | 21.42% |
| 2015 | 3.07% | 7.45% | -2.10% | 7.25% | 2.12% | -1.52% | 9.42% | -2.88% | -1.06% | 11.38% | 4.58% | -0.44% | 42.59% |
| 2014 | -1.52% | 5.31% | 3.15% | 0.03% | 6.30% | -0.52% | -1.31% | 3.45% | -3.54% | 11.44% |
Expense Ratio
High risk long term picks has an expense ratio of 0.02%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of High risk long term picks is 94, placing it in the top 6% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
META Meta Platforms, Inc. | 1.47 | 2.27 | 1.29 | 2.10 | 8.33 |
AAPL Apple Inc | 0.57 | 0.97 | 1.12 | 0.78 | 1.54 |
AMZN Amazon.com, Inc. | 1.41 | 2.15 | 1.26 | 1.09 | 7.87 |
NFLX Netflix, Inc. | 1.45 | 2.31 | 1.29 | 0.97 | 7.31 |
GOOG Alphabet Inc. | 1.36 | 1.85 | 1.26 | 2.09 | 8.19 |
MSFT Microsoft Corporation | 1.00 | 1.41 | 1.18 | 1.55 | 6.20 |
NVDA NVIDIA Corporation | 3.13 | 3.59 | 1.45 | 7.37 | 20.15 |
NVO Novo Nordisk A/S | 1.80 | 3.01 | 1.35 | 4.54 | 12.90 |
BRK-B Berkshire Hathaway Inc. | 1.98 | 2.86 | 1.34 | 2.36 | 7.03 |
QQQ Invesco QQQ | 1.35 | 1.87 | 1.24 | 1.58 | 6.75 |
Dividends
Dividend yield
High risk long term picks granted a 0.29% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| High risk long term picks | 0.29% | 0.26% | 0.35% | 0.26% | 0.36% | 0.48% | 0.68% | 0.60% | 0.87% | 0.73% | 0.87% | 0.89% |
| Portfolio components: | ||||||||||||
META Meta Platforms, Inc. | 0.22% | 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 | 0.45% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
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. | 0.12% | 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 | 0.70% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.19% | 1.68% | 1.95% |
NVO Novo Nordisk A/S | 0.76% | 0.71% | 0.84% | 0.94% | 1.33% | 1.51% | 1.97% | 1.52% | 2.87% | 0.92% | 1.43% | 1.23% |
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 | 0.63% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the High risk long term picks. 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 High risk long term picks was 38.93%, occurring on Nov 3, 2022. Recovery took 141 trading sessions.
The current High risk long term picks drawdown is 8.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.93% | 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
Volatility Chart
The current High risk long term picks volatility is 6.27%, 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.
Diversification
Asset Correlations Table
| NVO | BRK-B | NFLX | NVDA | AAPL | META | AMZN | GOOG | MSFT | QQQ | |
|---|---|---|---|---|---|---|---|---|---|---|
| NVO | 1.00 | 0.23 | 0.23 | 0.26 | 0.26 | 0.29 | 0.26 | 0.30 | 0.34 | 0.38 |
| BRK-B | 0.23 | 1.00 | 0.27 | 0.33 | 0.42 | 0.34 | 0.34 | 0.43 | 0.44 | 0.52 |
| NFLX | 0.23 | 0.27 | 1.00 | 0.46 | 0.44 | 0.51 | 0.54 | 0.48 | 0.49 | 0.60 |
| NVDA | 0.26 | 0.33 | 0.46 | 1.00 | 0.52 | 0.51 | 0.53 | 0.52 | 0.58 | 0.72 |
| AAPL | 0.26 | 0.42 | 0.44 | 0.52 | 1.00 | 0.51 | 0.56 | 0.58 | 0.62 | 0.77 |
| META | 0.29 | 0.34 | 0.51 | 0.51 | 0.51 | 1.00 | 0.61 | 0.66 | 0.58 | 0.71 |
| AMZN | 0.26 | 0.34 | 0.54 | 0.53 | 0.56 | 0.61 | 1.00 | 0.67 | 0.64 | 0.76 |
| GOOG | 0.30 | 0.43 | 0.48 | 0.52 | 0.58 | 0.66 | 0.67 | 1.00 | 0.69 | 0.78 |
| MSFT | 0.34 | 0.44 | 0.49 | 0.58 | 0.62 | 0.58 | 0.64 | 0.69 | 1.00 | 0.82 |
| QQQ | 0.38 | 0.52 | 0.60 | 0.72 | 0.77 | 0.71 | 0.76 | 0.78 | 0.82 | 1.00 |