High risk long term picks
Asset Allocation
Position | Category/Sector | Target 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 Every 3 months.
The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG
Returns By Period
As of May 9, 2025, the High risk long term picks returned -4.62% Year-To-Date and 28.72% of annualized return in the last 10 years.
YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.70% | 13.67% | -5.18% | 9.18% | 14.14% | 10.43% |
High risk long term picks | -4.62% | 15.42% | -4.54% | 12.67% | 27.69% | 28.72% |
Portfolio components: | ||||||
META Meta Platforms, Inc. | 2.23% | 17.15% | 1.24% | 27.00% | 23.20% | 22.71% |
AAPL Apple Inc | -21.05% | 14.54% | -12.99% | 8.58% | 21.29% | 21.49% |
AMZN Amazon.com, Inc. | -12.45% | 12.55% | -8.56% | 2.17% | 10.09% | 24.46% |
NFLX Netflix, Inc. | 28.40% | 31.48% | 43.68% | 87.77% | 21.39% | 29.88% |
GOOG Alphabet Inc | -18.12% | 6.26% | -14.36% | -8.57% | 17.71% | 19.36% |
MSFT Microsoft Corporation | 4.16% | 23.58% | 3.41% | 7.55% | 19.98% | 26.84% |
NVDA NVIDIA Corporation | -12.59% | 21.88% | -21.15% | 29.85% | 72.35% | 72.94% |
NVO Novo Nordisk A/S | -23.40% | 5.28% | -38.78% | -47.79% | 17.60% | 10.95% |
BRK-B Berkshire Hathaway Inc. | 13.23% | 4.18% | 11.54% | 26.30% | 23.84% | 13.42% |
QQQ Invesco QQQ | -4.34% | 17.36% | -4.62% | 11.64% | 17.57% | 17.21% |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 2.95% | -1.52% | -9.03% | 1.50% | 1.90% | -4.62% | |||||||
2024 | 7.50% | 9.73% | 3.77% | -3.80% | 9.33% | 6.94% | -2.86% | 3.27% | 0.72% | 0.09% | 5.15% | 0.05% | 46.46% |
2023 | 14.13% | 1.51% | 13.09% | 3.63% | 10.60% | 6.54% | 4.02% | 1.36% | -5.72% | 1.14% | 10.10% | 3.25% | 82.88% |
2022 | -9.30% | -4.53% | 5.74% | -17.16% | -2.05% | -9.50% | 13.53% | -5.78% | -9.44% | 2.70% | 8.93% | -6.15% | -31.61% |
2021 | -0.23% | 1.49% | 1.59% | 8.76% | 0.55% | 7.35% | 2.78% | 6.87% | -5.26% | 9.73% | 2.96% | 0.21% | 42.26% |
2020 | 4.20% | -3.12% | -4.40% | 14.01% | 5.69% | 5.67% | 8.48% | 12.77% | -5.59% | -3.11% | 7.37% | 3.32% | 52.55% |
2019 | 10.42% | 2.20% | 5.87% | 5.37% | -9.36% | 8.40% | 0.45% | -1.44% | 0.48% | 6.40% | 5.14% | 4.31% | 43.57% |
2018 | 13.98% | -0.31% | -4.13% | 1.14% | 7.34% | 1.06% | 1.95% | 7.56% | -0.78% | -11.35% | -2.60% | -7.97% | 3.34% |
2017 | 5.78% | 2.41% | 2.83% | 3.68% | 8.13% | -2.22% | 6.53% | 3.40% | 0.46% | 8.18% | 1.07% | 0.68% | 48.74% |
2016 | -5.94% | -2.23% | 8.49% | -2.65% | 7.72% | -3.01% | 7.92% | 1.02% | 2.27% | 1.68% | 0.92% | 4.64% | 21.49% |
2015 | 3.07% | 7.45% | -2.05% | 7.25% | 2.12% | -1.52% | 9.42% | -2.88% | -1.06% | 11.38% | 4.58% | -0.44% | 42.67% |
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. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of High risk long term picks is 40, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
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. | 0.75 | 1.32 | 1.17 | 0.85 | 2.66 |
AAPL Apple Inc | 0.27 | 0.63 | 1.09 | 0.28 | 0.95 |
AMZN Amazon.com, Inc. | 0.07 | 0.31 | 1.04 | 0.06 | 0.16 |
NFLX Netflix, Inc. | 2.74 | 3.60 | 1.48 | 4.79 | 15.67 |
GOOG Alphabet Inc | -0.28 | -0.15 | 0.98 | -0.27 | -0.59 |
MSFT Microsoft Corporation | 0.30 | 0.57 | 1.07 | 0.29 | 0.63 |
NVDA NVIDIA Corporation | 0.51 | 1.02 | 1.13 | 0.74 | 1.85 |
NVO Novo Nordisk A/S | -1.13 | -1.60 | 0.79 | -0.79 | -1.49 |
BRK-B Berkshire Hathaway Inc. | 1.34 | 1.89 | 1.28 | 3.04 | 7.70 |
QQQ Invesco QQQ | 0.47 | 0.81 | 1.11 | 0.51 | 1.67 |
Dividends
Dividend yield
High risk long term picks provided a 0.52% dividend yield over the last twelve months.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | 0.52% | 0.40% | 0.29% | 0.39% | 0.30% | 0.41% | 0.54% | 0.73% | 0.66% | 0.97% | 0.77% | 0.92% |
Portfolio components: | ||||||||||||
META Meta Platforms, Inc. | 0.34% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc | 0.51% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
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 | 0.51% | 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% |
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% |
NVO Novo Nordisk A/S | 2.49% | 1.68% | 1.00% | 1.20% | 1.34% | 1.86% | 2.14% | 2.47% | 2.12% | 3.93% | 1.31% | 1.96% |
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 | 0.61% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
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.
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 38.90%, occurring on Nov 3, 2022. Recovery took 141 trading sessions.
The current High risk long term picks drawdown is 9.67%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-38.9% | 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 |
-21.74% | Dec 12, 2024 | 79 | Apr 8, 2025 | — | — | — |
-17.79% | Dec 7, 2015 | 43 | Feb 8, 2016 | 75 | May 25, 2016 | 118 |
Volatility
Volatility Chart
The current High risk long term picks volatility is 13.57%, 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
Diversification Metrics
Number of Effective Assets
The portfolio contains 10 assets, with an effective number of assets of 10.00, 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
^GSPC | NVO | BRK-B | NFLX | NVDA | AAPL | META | AMZN | GOOG | MSFT | QQQ | Portfolio | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
^GSPC | 1.00 | 0.38 | 0.69 | 0.51 | 0.63 | 0.68 | 0.61 | 0.64 | 0.70 | 0.75 | 0.91 | 0.83 |
NVO | 0.38 | 1.00 | 0.23 | 0.23 | 0.26 | 0.25 | 0.29 | 0.26 | 0.29 | 0.33 | 0.37 | 0.44 |
BRK-B | 0.69 | 0.23 | 1.00 | 0.26 | 0.31 | 0.40 | 0.32 | 0.33 | 0.41 | 0.42 | 0.50 | 0.48 |
NFLX | 0.51 | 0.23 | 0.26 | 1.00 | 0.47 | 0.44 | 0.51 | 0.54 | 0.48 | 0.49 | 0.60 | 0.69 |
NVDA | 0.63 | 0.26 | 0.31 | 0.47 | 1.00 | 0.50 | 0.51 | 0.54 | 0.52 | 0.59 | 0.73 | 0.76 |
AAPL | 0.68 | 0.25 | 0.40 | 0.44 | 0.50 | 1.00 | 0.50 | 0.55 | 0.57 | 0.61 | 0.76 | 0.72 |
META | 0.61 | 0.29 | 0.32 | 0.51 | 0.51 | 0.50 | 1.00 | 0.61 | 0.65 | 0.58 | 0.71 | 0.75 |
AMZN | 0.64 | 0.26 | 0.33 | 0.54 | 0.54 | 0.55 | 0.61 | 1.00 | 0.67 | 0.65 | 0.76 | 0.79 |
GOOG | 0.70 | 0.29 | 0.41 | 0.48 | 0.52 | 0.57 | 0.65 | 0.67 | 1.00 | 0.68 | 0.77 | 0.79 |
MSFT | 0.75 | 0.33 | 0.42 | 0.49 | 0.59 | 0.61 | 0.58 | 0.65 | 0.68 | 1.00 | 0.82 | 0.80 |
QQQ | 0.91 | 0.37 | 0.50 | 0.60 | 0.73 | 0.76 | 0.71 | 0.76 | 0.77 | 0.82 | 1.00 | 0.94 |
Portfolio | 0.83 | 0.44 | 0.48 | 0.69 | 0.76 | 0.72 | 0.75 | 0.79 | 0.79 | 0.80 | 0.94 | 1.00 |