M24PP - DEPRECATED
My Personal Portfolio 2024
Asset Allocation
Position | Category/Sector | Weight |
---|---|---|
AAPL Apple Inc | Technology | 12.42% |
ABNB Airbnb, Inc. | Communication Services | 4.33% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 5.26% |
GOOGL Alphabet Inc. | Communication Services | 8.24% |
INTC Intel Corporation | Technology | 10% |
META Meta Platforms, Inc. | Communication Services | 4.92% |
MSFT Microsoft Corporation | Technology | 11.76% |
NVDA NVIDIA Corporation | Technology | 13.64% |
UBER Uber Technologies, Inc. | Technology | 10.62% |
VNQ Vanguard Real Estate ETF | REIT | 8.90% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 9.91% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in M24PP - DEPRECATED, 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 Dec 10, 2020, corresponding to the inception date of ABNB
Returns By Period
Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | 17.76% | 2.89% | 10.80% | 27.49% | 14.28% | 10.89% |
M24PP - DEPRECATED | 22.19% | -0.23% | 8.00% | 43.07% | N/A | N/A |
Portfolio components: | ||||||
NVDA NVIDIA Corporation | 155.39% | 11.85% | 60.70% | 170.09% | 99.84% | 75.44% |
AAPL Apple Inc | 18.44% | 4.35% | 24.71% | 26.72% | 35.64% | 25.95% |
MSFT Microsoft Corporation | 10.56% | -2.59% | 1.84% | 28.70% | 26.23% | 26.77% |
UBER Uber Technologies, Inc. | 17.93% | 12.75% | -7.80% | 64.46% | 17.44% | N/A |
VTI Vanguard Total Stock Market ETF | 17.55% | 2.67% | 10.68% | 27.77% | 15.35% | 12.29% |
VNQ Vanguard Real Estate ETF | 9.48% | 5.77% | 15.19% | 21.03% | 4.61% | 6.29% |
GOOGL Alphabet Inc. | 19.09% | -0.50% | 19.78% | 26.98% | 23.25% | 19.10% |
AMZN Amazon.com, Inc. | 15.51% | -3.84% | 1.13% | 31.82% | 14.80% | 26.41% |
META Meta Platforms, Inc. | 47.53% | 11.90% | 7.10% | 79.90% | 23.58% | 21.51% |
INTC Intel Corporation | -59.40% | -35.38% | -52.40% | -39.12% | -12.94% | -2.76% |
ABNB Airbnb, Inc. | -15.01% | -17.41% | -23.91% | -8.28% | N/A | N/A |
Monthly Returns
The table below presents the monthly returns of M24PP - DEPRECATED, 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 | 3.23% | 10.43% | 3.61% | -7.53% | 7.73% | 7.72% | -2.48% | 22.19% | |||||
2023 | 15.98% | 2.75% | 11.50% | 1.44% | 10.65% | 7.82% | 6.61% | -1.70% | -4.98% | -1.74% | 14.16% | 5.93% | 90.26% |
2022 | -8.13% | -3.86% | 5.24% | -14.16% | -5.25% | -11.24% | 11.99% | -3.84% | -12.59% | 2.94% | 8.34% | -10.43% | -36.90% |
2021 | 2.58% | 3.08% | 2.23% | 5.68% | -1.17% | 7.49% | 0.35% | 4.53% | -3.90% | 7.14% | 4.06% | 1.51% | 38.45% |
2020 | 1.60% | 1.60% |
Expense Ratio
M24PP - DEPRECATED has an expense ratio of 0.01%, 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 rank of M24PP - DEPRECATED is 57, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative 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 | |
---|---|---|---|---|---|
NVDA NVIDIA Corporation | 3.38 | 3.69 | 1.46 | 6.22 | 19.49 |
AAPL Apple Inc | 1.31 | 1.93 | 1.24 | 1.77 | 3.89 |
MSFT Microsoft Corporation | 1.52 | 2.02 | 1.26 | 1.95 | 6.68 |
UBER Uber Technologies, Inc. | 1.68 | 2.48 | 1.30 | 1.75 | 5.80 |
VTI Vanguard Total Stock Market ETF | 2.31 | 3.13 | 1.41 | 2.10 | 10.44 |
VNQ Vanguard Real Estate ETF | 1.19 | 1.77 | 1.22 | 0.65 | 3.89 |
GOOGL Alphabet Inc. | 1.02 | 1.44 | 1.20 | 1.53 | 4.54 |
AMZN Amazon.com, Inc. | 1.17 | 1.70 | 1.22 | 0.92 | 5.32 |
META Meta Platforms, Inc. | 2.23 | 3.11 | 1.41 | 3.25 | 13.63 |
INTC Intel Corporation | -0.78 | -0.86 | 0.87 | -0.54 | -1.38 |
ABNB Airbnb, Inc. | -0.20 | -0.04 | 0.99 | -0.15 | -0.58 |
Dividends
Dividend yield
M24PP - DEPRECATED granted a 0.87% dividend yield in the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
M24PP - DEPRECATED | 0.87% | 0.79% | 1.29% | 0.77% | 0.96% | 0.99% | 1.36% | 1.22% | 1.49% | 1.50% | 1.47% | 1.74% |
Portfolio components: | ||||||||||||
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% |
AAPL Apple Inc | 0.43% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
MSFT Microsoft Corporation | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
UBER Uber Technologies, 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% |
VTI Vanguard Total Stock Market ETF | 1.32% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
VNQ Vanguard Real Estate ETF | 3.76% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
GOOGL 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% |
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% |
META Meta Platforms, Inc. | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INTC Intel Corporation | 2.48% | 1.47% | 5.52% | 2.70% | 2.65% | 2.11% | 2.56% | 2.33% | 2.87% | 2.79% | 2.48% | 3.47% |
ABNB Airbnb, 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% |
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 M24PP - DEPRECATED. 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 M24PP - DEPRECATED was 39.83%, occurring on Oct 14, 2022. Recovery took 167 trading sessions.
The current M24PP - DEPRECATED drawdown is 8.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-39.83% | Nov 22, 2021 | 226 | Oct 14, 2022 | 167 | Jun 15, 2023 | 393 |
-16.72% | Jul 11, 2024 | 18 | Aug 5, 2024 | — | — | — |
-11.72% | Jul 31, 2023 | 63 | Oct 26, 2023 | 11 | Nov 10, 2023 | 74 |
-10.82% | Apr 16, 2021 | 19 | May 12, 2021 | 22 | Jun 14, 2021 | 41 |
-9.76% | Feb 17, 2021 | 14 | Mar 8, 2021 | 21 | Apr 7, 2021 | 35 |
Volatility
Volatility Chart
The current M24PP - DEPRECATED volatility is 9.55%, 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
VNQ | UBER | ABNB | INTC | META | NVDA | AAPL | GOOGL | AMZN | MSFT | VTI | |
---|---|---|---|---|---|---|---|---|---|---|---|
VNQ | 1.00 | 0.33 | 0.35 | 0.41 | 0.37 | 0.33 | 0.46 | 0.40 | 0.39 | 0.44 | 0.70 |
UBER | 0.33 | 1.00 | 0.54 | 0.36 | 0.46 | 0.48 | 0.39 | 0.43 | 0.51 | 0.41 | 0.57 |
ABNB | 0.35 | 0.54 | 1.00 | 0.39 | 0.47 | 0.49 | 0.41 | 0.44 | 0.50 | 0.42 | 0.58 |
INTC | 0.41 | 0.36 | 0.39 | 1.00 | 0.47 | 0.54 | 0.49 | 0.48 | 0.45 | 0.50 | 0.64 |
META | 0.37 | 0.46 | 0.47 | 0.47 | 1.00 | 0.58 | 0.53 | 0.64 | 0.61 | 0.62 | 0.66 |
NVDA | 0.33 | 0.48 | 0.49 | 0.54 | 0.58 | 1.00 | 0.55 | 0.57 | 0.59 | 0.65 | 0.68 |
AAPL | 0.46 | 0.39 | 0.41 | 0.49 | 0.53 | 0.55 | 1.00 | 0.64 | 0.61 | 0.69 | 0.73 |
GOOGL | 0.40 | 0.43 | 0.44 | 0.48 | 0.64 | 0.57 | 0.64 | 1.00 | 0.68 | 0.73 | 0.70 |
AMZN | 0.39 | 0.51 | 0.50 | 0.45 | 0.61 | 0.59 | 0.61 | 0.68 | 1.00 | 0.69 | 0.69 |
MSFT | 0.44 | 0.41 | 0.42 | 0.50 | 0.62 | 0.65 | 0.69 | 0.73 | 0.69 | 1.00 | 0.74 |
VTI | 0.70 | 0.57 | 0.58 | 0.64 | 0.66 | 0.68 | 0.73 | 0.70 | 0.69 | 0.74 | 1.00 |