2024 - Portfolio | PortfoliosLab

Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	10%
FFIDX Fidelity Fund	Large Cap Growth Equities	10%
FSLEX Fidelity Environment and Alternative Energy Fund	Alternative Energy Equities	10%
FXAIX Fidelity 500 Index Fund	S&P 500	10%
GOOGL Alphabet Inc Class A	Communication Services	10%
META Meta Platforms, Inc.	Communication Services	10%
NVDA NVIDIA Corporation	Technology	10%
SMH VanEck Semiconductor ETF	Semiconductors, Technology Equities	10%
SOXX iShares Semiconductor ETF	Semiconductors, Technology Equities	10%
WDC Western Digital Corporation	Technology	10%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in 2024 - Portfolio, 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.

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The earliest data available for this chart is May 18, 2012, corresponding to the inception date of META

Returns By Period

As of Apr 4, 2026, the 2024 - Portfolio returned 4.88% Year-To-Date and 28.66% of annualized return in the last 10 years.

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-3.63%	-3.84%	-1.98%	29.73%	16.86%	10.37%	12.29%
Portfolio 2024 - Portfolio	-0.13%	-1.44%	4.88%	13.43%	101.59%	44.77%	26.57%	28.66%
Portfolio components:
NVDA NVIDIA Corporation	0.93%	-3.24%	-4.88%	-5.44%	88.14%	85.17%	66.71%	70.07%
FXAIX Fidelity 500 Index Fund	0.12%	-3.52%	-3.53%	-1.39%	31.33%	18.49%	11.97%	14.21%
SOXX iShares Semiconductor ETF	0.32%	0.61%	12.84%	21.56%	116.82%	33.13%	19.27%	28.54%
FSLEX Fidelity Environment and Alternative Energy Fund	-0.57%	-4.07%	0.19%	0.57%	44.60%	18.88%	9.99%	13.21%
META Meta Platforms, Inc.	-0.82%	-12.96%	-12.90%	-19.02%	14.17%	39.54%	14.16%	17.80%
WDC Western Digital Corporation	-0.93%	13.87%	71.31%	124.92%	870.02%	119.22%	40.58%	25.53%
GOOGL Alphabet Inc Class A	-0.54%	-1.63%	-5.44%	20.71%	103.84%	41.91%	22.87%	22.80%
AAPL Apple Inc	0.11%	-1.68%	-5.78%	-0.62%	36.45%	16.04%	16.39%	26.10%
FFIDX Fidelity Fund	0.06%	-3.40%	-5.53%	-2.25%	36.60%	19.74%	12.12%	14.60%
SMH VanEck Semiconductor ETF	0.09%	-0.77%	8.94%	16.89%	117.67%	44.85%	26.17%	31.69%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since May 21, 2012, 2024 - Portfolio's average daily return is +0.10%, while the average monthly return is +2.12%. At this rate, your investment would double in approximately 2.8 years.

Historically, 66% of months were positive and 34% were negative. The best month was Jan 2023 with a return of +17.1%, while the worst month was Jun 2022 at -13.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, 2024 - Portfolio closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +13.9%, while the worst single day was Mar 16, 2020 at -14.2%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	9.20%	-0.43%	-5.74%	2.32%									4.88%
2025	3.01%	-3.60%	-10.03%	0.14%	11.27%	11.55%	6.26%	2.57%	12.30%	7.58%	0.87%	1.34%	49.46%
2024	5.08%	10.49%	5.54%	-2.58%	9.86%	5.91%	-2.78%	1.08%	2.88%	-0.96%	3.86%	-0.96%	43.06%
2023	17.06%	1.77%	10.38%	-0.14%	11.31%	5.92%	6.53%	-0.81%	-5.01%	-4.27%	12.28%	6.52%	77.92%
2022	-9.95%	-5.48%	3.62%	-12.33%	1.90%	-13.80%	11.96%	-7.30%	-13.46%	1.69%	11.53%	-9.35%	-37.29%
2021	0.49%	5.09%	2.70%	6.66%	1.76%	5.58%	1.91%	4.69%	-6.89%	6.99%	6.99%	2.27%	44.54%

Benchmark Metrics

2024 - Portfolio has an annualized alpha of 9.93%, beta of 1.28, and R² of 0.81 versus S&P 500 Index. Calculated based on daily prices since May 21, 2012.

This portfolio captured 164.06% of S&P 500 Index gains and 104.13% of its losses — amplifying both gains and losses, but participating more in upside than downside.
This portfolio generated an annualized alpha of 9.93% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Alpha: 9.93%

Beta: 1.28

R²: 0.81

Upside Capture: 164.06%

Downside Capture: 104.13%

Expense Ratio

2024 - Portfolio has an expense ratio of 0.20%, 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.

FSLEX

Fidelity Environment and Alternative Energy Fund

FFIDX

Fidelity Fund

SMH

VanEck Semiconductor ETF

SOXX

iShares Semiconductor ETF

FXAIX

Fidelity 500 Index Fund

Return for Risk

Risk / Return Rank

2024 - Portfolio ranks 95 for risk / return — in the top 95% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	2.53	0.88	+1.64
Sortino ratio Return per unit of downside risk	3.21	1.37	+1.84
Omega ratio Gain probability vs. loss probability	1.47	1.21	+0.26
Calmar ratio Return relative to maximum drawdown	4.83	1.39	+3.44
Martin ratio Return relative to average drawdown	21.38	6.43	+14.95
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
NVDA NVIDIA Corporation	81	1.47	2.17	1.27	3.02	7.54
FXAIX Fidelity 500 Index Fund	47	0.96	1.47	1.22	1.51	7.11
SOXX iShares Semiconductor ETF	91	2.01	2.62	1.37	4.46	16.48
FSLEX Fidelity Environment and Alternative Energy Fund	70	1.29	1.92	1.27	2.22	9.18
META Meta Platforms, Inc.	36	-0.03	0.25	1.03	-0.05	-0.12
WDC Western Digital Corporation	99	9.18	5.48	1.81	23.21	90.34
GOOGL Alphabet Inc Class A	94	2.91	3.87	1.48	4.37	16.63
AAPL Apple Inc	55	0.47	0.92	1.13	0.66	2.04
FFIDX Fidelity Fund	58	1.10	1.69	1.25	1.87	7.46
SMH VanEck Semiconductor ETF	94	2.28	2.89	1.41	5.34	18.94

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

2024 - Portfolio Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

1-Year: 2.53
5-Year: 0.99
10-Year: 1.10
All Time: 1.11

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.99 to 1.69, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of 2024 - Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

2024 - Portfolio provided a 0.45% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	0.45%	0.47%	0.39%	0.62%	0.63%	1.53%	1.48%	1.60%	2.74%	2.59%	1.80%	2.12%
Portfolio components:
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%
FXAIX Fidelity 500 Index Fund	0.89%	1.11%	1.25%	1.45%	1.69%	1.22%	1.60%	2.06%	2.72%	1.97%	2.52%	2.83%
SOXX iShares Semiconductor ETF	0.49%	0.57%	0.67%	0.78%	1.26%	0.64%	0.81%	1.23%	1.37%	0.90%	1.08%	1.29%
FSLEX Fidelity Environment and Alternative Energy Fund	0.37%	0.37%	0.41%	0.39%	0.69%	7.74%	6.41%	2.17%	6.39%	6.19%	1.29%	3.01%
META Meta Platforms, Inc.	0.37%	0.32%	0.34%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
WDC Western Digital Corporation	0.15%	0.19%	0.00%	0.00%	0.00%	0.00%	1.81%	2.36%	5.41%	2.51%	2.94%	3.33%
GOOGL Alphabet Inc Class A	0.28%	0.27%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AAPL Apple Inc	0.41%	0.38%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%
FFIDX Fidelity Fund	1.24%	1.18%	0.00%	2.41%	0.67%	4.60%	2.71%	5.41%	7.40%	11.12%	7.01%	5.48%
SMH VanEck Semiconductor ETF	0.28%	0.31%	0.44%	0.60%	1.18%	0.51%	0.69%	1.50%	1.88%	1.43%	0.80%	2.14%

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 2024 - Portfolio. 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 2024 - Portfolio was 41.70%, occurring on Nov 3, 2022. Recovery took 181 trading sessions.

The current 2024 - Portfolio drawdown is 6.54%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-41.7%	Dec 28, 2021	216	Nov 3, 2022	181	Jul 27, 2023	397
-34.47%	Feb 20, 2020	22	Mar 20, 2020	73	Jul 6, 2020	95
-29.06%	Aug 30, 2018	80	Dec 24, 2018	144	Jul 23, 2019	224
-27.78%	Feb 20, 2025	34	Apr 8, 2025	52	Jun 24, 2025	86
-17.12%	Dec 7, 2015	46	Feb 11, 2016	74	May 27, 2016	120

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 10 assets, with an effective number of assets of 10.00, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	META	WDC	AAPL	GOOGL	NVDA	FSLEX	SMH	SOXX	FXAIX	FFIDX	Portfolio
Benchmark	1.00	0.56	0.56	0.63	0.68	0.61	0.88	0.77	0.77	1.00	0.95	0.86
META	0.56	1.00	0.34	0.44	0.58	0.47	0.45	0.49	0.48	0.56	0.62	0.67
WDC	0.56	0.34	1.00	0.35	0.37	0.47	0.55	0.62	0.62	0.56	0.53	0.70
AAPL	0.63	0.44	0.35	1.00	0.52	0.46	0.51	0.55	0.55	0.63	0.65	0.67
GOOGL	0.68	0.58	0.37	0.52	1.00	0.49	0.54	0.56	0.56	0.67	0.72	0.70
NVDA	0.61	0.47	0.47	0.46	0.49	1.00	0.53	0.78	0.76	0.61	0.65	0.80
FSLEX	0.88	0.45	0.55	0.51	0.54	0.53	1.00	0.72	0.74	0.88	0.81	0.77
SMH	0.77	0.49	0.62	0.55	0.56	0.78	0.72	1.00	0.98	0.77	0.78	0.90
SOXX	0.77	0.48	0.62	0.55	0.56	0.76	0.74	0.98	1.00	0.77	0.77	0.89
FXAIX	1.00	0.56	0.56	0.63	0.67	0.61	0.88	0.77	0.77	1.00	0.96	0.86
FFIDX	0.95	0.62	0.53	0.65	0.72	0.65	0.81	0.78	0.77	0.96	1.00	0.88
Portfolio	0.86	0.67	0.70	0.67	0.70	0.80	0.77	0.90	0.89	0.86	0.88	1.00

The correlation results are calculated based on daily price changes starting from May 21, 2012

2024 - Portfolio

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table