Companies I like
For Maadhav Veer Singh.
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BYDDY BYD Company Limited ADR | Consumer Cyclical | 25% |
KO The Coca-Cola Company | Consumer Defensive | 25% |
MNST Monster Beverage Corporation | Consumer Defensive | 25% |
POOL Pool Corporation | Consumer Cyclical | 25% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Companies I like, 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 Oct 20, 2008, corresponding to the inception date of BYDDY
Returns By Period
As of May 9, 2025, the Companies I like returned 16.40% Year-To-Date and 17.82% 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% |
| Companies I like | 16.40% | 9.10% | 10.10% | 21.43% | 24.12% | 17.82% |
| Portfolio components: | ||||||
KO The Coca-Cola Company | 15.15% | 4.02% | 13.48% | 16.62% | 12.51% | 9.11% |
POOL Pool Corporation | -11.22% | 3.67% | -18.20% | -16.42% | 7.20% | 17.69% |
BYDDY BYD Company Limited ADR | 46.99% | 21.43% | 35.29% | 78.20% | 53.39% | 23.66% |
MNST Monster Beverage Corporation | 14.42% | 9.33% | 9.88% | 10.76% | 12.87% | 10.44% |
Monthly Returns
The table below presents the monthly returns of Companies I like, 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 | -0.33% | 15.58% | 2.19% | -2.46% | 1.37% | 16.40% | |||||||
| 2024 | -7.29% | 6.14% | 1.82% | -2.93% | 0.79% | -1.99% | 7.59% | -0.94% | 8.20% | -2.42% | -0.39% | -3.65% | 3.76% |
| 2023 | 13.84% | -7.53% | 3.98% | 3.19% | -3.10% | 5.89% | 4.25% | -5.13% | -4.64% | -3.75% | 2.40% | 5.75% | 13.92% |
| 2022 | -8.53% | 0.01% | -5.69% | 3.08% | 5.96% | 2.57% | 0.52% | -8.57% | -8.84% | 0.56% | 9.55% | -3.30% | -13.74% |
| 2021 | -2.03% | -5.10% | -0.53% | 6.88% | 3.35% | 7.76% | 3.90% | 3.58% | -8.59% | 9.48% | 2.71% | 2.25% | 24.51% |
| 2020 | 4.63% | -0.33% | -11.90% | 9.71% | 8.76% | 7.08% | 14.63% | 6.27% | 13.65% | 6.51% | 8.65% | 9.35% | 105.67% |
| 2019 | 3.17% | 5.21% | -3.75% | 9.38% | -3.16% | 4.58% | 1.87% | -4.52% | -0.59% | -1.49% | 1.45% | 4.42% | 16.76% |
| 2018 | 5.96% | -4.68% | -3.42% | -5.47% | -2.85% | 4.90% | 0.84% | 1.88% | 5.34% | -7.04% | 11.75% | -11.99% | -6.99% |
| 2017 | 0.93% | 3.37% | 2.62% | 1.64% | 4.45% | 0.12% | 0.41% | -1.42% | 15.83% | 2.74% | 3.64% | 1.02% | 40.33% |
| 2016 | -5.33% | -0.76% | 9.80% | 1.53% | 1.98% | 4.08% | 2.85% | 0.95% | -4.38% | -1.37% | -2.22% | -1.68% | 4.64% |
| 2015 | -0.94% | 14.29% | 2.88% | 2.57% | 2.85% | -2.52% | -1.99% | -5.73% | 7.17% | 9.62% | -0.17% | -1.14% | 28.30% |
| 2014 | -4.51% | 15.44% | -2.63% | -3.97% | -1.26% | 4.86% | -1.81% | 13.62% | -0.95% | 3.62% | 3.74% | -8.43% | 16.11% |
Expense Ratio
Companies I like has an expense ratio of 0.00%, meaning no management fees are charged. 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
With an overall rank of 83, Companies I like is among the top 17% of portfolios on our website when it comes to balancing risk and reward. Below is 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 | |
|---|---|---|---|---|---|
KO The Coca-Cola Company | 1.01 | 1.57 | 1.20 | 1.13 | 2.50 |
POOL Pool Corporation | -0.51 | -0.62 | 0.92 | -0.36 | -1.44 |
BYDDY BYD Company Limited ADR | 1.75 | 2.24 | 1.28 | 1.47 | 6.63 |
MNST Monster Beverage Corporation | 0.43 | 0.72 | 1.11 | 0.42 | 1.28 |
Dividends
Dividend yield
Companies I like provided a 1.30% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.30% | 1.44% | 1.20% | 1.02% | 0.86% | 0.91% | 1.12% | 1.20% | 1.15% | 1.39% | 1.08% | 1.11% |
| Portfolio components: | ||||||||||||
KO The Coca-Cola Company | 2.76% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
POOL Pool Corporation | 1.59% | 1.38% | 1.08% | 1.26% | 0.53% | 0.61% | 0.99% | 1.16% | 1.10% | 1.14% | 1.24% | 1.34% |
BYDDY BYD Company Limited ADR | 0.86% | 1.26% | 0.58% | 0.06% | 0.07% | 0.03% | 0.60% | 0.35% | 0.30% | 1.04% | 0.00% | 0.21% |
MNST Monster Beverage Corporation | 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Companies I like. 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 Companies I like was 33.14%, occurring on Feb 8, 2010. Recovery took 497 trading sessions.
The current Companies I like drawdown is 2.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.14% | Oct 20, 2009 | 76 | Feb 8, 2010 | 497 | Jan 27, 2012 | 573 |
| -31.79% | Feb 21, 2020 | 22 | Mar 23, 2020 | 61 | Jun 18, 2020 | 83 |
| -22.73% | Nov 17, 2021 | 233 | Oct 20, 2022 | 163 | Jun 15, 2023 | 396 |
| -19.15% | Oct 22, 2008 | 22 | Nov 20, 2008 | 19 | Dec 18, 2008 | 41 |
| -17.55% | Jan 29, 2018 | 84 | May 29, 2018 | 234 | May 3, 2019 | 318 |
Volatility
Volatility Chart
The current Companies I like volatility is 8.06%, 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 4 assets, with an effective number of assets of 4.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | BYDDY | KO | POOL | MNST | Portfolio | |
|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.35 | 0.50 | 0.59 | 0.49 | 0.63 |
| BYDDY | 0.35 | 1.00 | 0.15 | 0.19 | 0.18 | 0.74 |
| KO | 0.50 | 0.15 | 1.00 | 0.32 | 0.47 | 0.51 |
| POOL | 0.59 | 0.19 | 0.32 | 1.00 | 0.35 | 0.59 |
| MNST | 0.49 | 0.18 | 0.47 | 0.35 | 1.00 | 0.63 |
| Portfolio | 0.63 | 0.74 | 0.51 | 0.59 | 0.63 | 1.00 |