BigKahuna
Top10mktcap
Asset Allocation
Position | Category/Sector | Target Weight |
---|---|---|
AAPL Apple Inc | Technology | 9.09% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 9.09% |
BRK-B Berkshire Hathaway Inc. | Financial Services | 9.09% |
GOOG Alphabet Inc. | Communication Services | 9.09% |
GOOGL Alphabet Inc. | Communication Services | 9.09% |
JPM JPMorgan Chase & Co. | Financial Services | 9.09% |
META Meta Platforms, Inc. | Communication Services | 9.09% |
MSFT Microsoft Corporation | Technology | 9.09% |
NVDA NVIDIA Corporation | Technology | 9.09% |
TSLA Tesla, Inc. | Consumer Cyclical | 9.09% |
UNH UnitedHealth Group Incorporated | Healthcare | 9.09% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BigKahuna, 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 Apr 19, 2025, the BigKahuna returned -15.49% Year-To-Date and 29.29% of annualized return in the last 10 years.
YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.92% | -9.92% | 5.42% | 12.98% | 9.70% |
BigKahuna | -23.60% | -11.84% | -22.07% | 17.25% | 44.01% | 37.54% |
Portfolio components: | ||||||
AAPL Apple Inc | -21.25% | -8.48% | -15.99% | 18.48% | 23.54% | 21.45% |
MSFT Microsoft Corporation | -12.57% | -5.17% | -11.70% | -8.33% | 16.60% | 25.95% |
NVDA NVIDIA Corporation | -24.42% | -13.64% | -26.44% | 19.90% | 69.59% | 69.30% |
META Meta Platforms, Inc. | -14.28% | -14.14% | -12.86% | 0.30% | 23.02% | 19.72% |
TSLA Tesla, Inc. | -40.23% | 2.34% | 9.37% | 60.99% | 36.97% | 33.07% |
GOOG Alphabet Inc. | -19.38% | -7.77% | -6.87% | -2.14% | 19.20% | 19.24% |
GOOGL Alphabet Inc. | -20.06% | -7.77% | -7.29% | -2.65% | 18.94% | 18.84% |
AMZN Amazon.com, Inc. | -21.32% | -11.73% | -8.67% | -3.69% | 7.79% | 24.39% |
BRK-B Berkshire Hathaway Inc. | 14.32% | -1.34% | 11.49% | 29.59% | 22.13% | 13.93% |
UNH UnitedHealth Group Incorporated | -9.85% | -9.76% | -19.63% | -6.45% | 10.99% | 16.11% |
JPM JPMorgan Chase & Co. | -2.13% | -2.39% | 4.09% | 30.95% | 22.93% | 17.27% |
Monthly Returns
The table below presents the monthly returns of BigKahuna, 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 | -6.81% | -0.40% | -11.80% | -6.67% | -23.60% | ||||||||
2024 | 12.74% | 20.60% | 9.61% | -3.65% | 20.62% | 11.35% | -3.48% | 1.41% | 2.66% | 6.50% | 5.81% | -0.94% | 116.33% |
2023 | 21.61% | 9.75% | 13.23% | -0.50% | 23.38% | 10.79% | 7.59% | 2.30% | -8.51% | -5.11% | 13.13% | 4.45% | 132.12% |
2022 | -11.61% | -3.15% | 10.79% | -22.22% | -2.95% | -12.40% | 18.00% | -9.74% | -12.07% | 1.57% | 7.71% | -14.17% | -44.86% |
2021 | 1.91% | -0.86% | 0.78% | 9.95% | 0.31% | 11.94% | 0.58% | 9.14% | -5.27% | 19.48% | 12.33% | -4.87% | 66.90% |
2020 | 4.39% | -0.64% | -6.33% | 16.93% | 9.56% | 7.78% | 11.73% | 22.23% | -5.36% | -4.64% | 11.93% | 4.63% | 93.65% |
2019 | 8.39% | 0.83% | 6.93% | 4.37% | -12.09% | 9.64% | 3.09% | -2.58% | 1.43% | 9.33% | 5.96% | 6.29% | 47.46% |
2018 | 15.91% | -1.36% | -5.76% | 1.42% | 7.57% | -0.76% | 2.93% | 9.45% | -0.98% | -13.65% | -6.52% | -11.50% | -7.03% |
2017 | 4.71% | 1.03% | 3.60% | 2.55% | 11.77% | 0.04% | 5.71% | 3.45% | 1.23% | 10.07% | 0.58% | -1.08% | 52.34% |
2016 | -5.59% | -1.98% | 9.06% | -0.57% | 6.95% | -1.81% | 9.33% | 1.57% | 3.98% | 0.95% | 6.21% | 5.83% | 38.08% |
2015 | -1.51% | 7.08% | -1.82% | 3.54% | 2.51% | -0.47% | 6.65% | -3.53% | 0.00% | 10.02% | 3.65% | 0.64% | 29.18% |
2014 | -3.30% | 3.68% | 3.38% | -0.26% | 6.92% | -0.92% | 0.93% | 3.81% | -2.74% | 11.59% |
Expense Ratio
BigKahuna 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
The current rank of BigKahuna is 64, 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 | |
---|---|---|---|---|---|
AAPL Apple Inc | 0.52 | 0.95 | 1.14 | 0.50 | 2.03 |
MSFT Microsoft Corporation | -0.43 | -0.46 | 0.94 | -0.45 | -1.04 |
NVDA NVIDIA Corporation | 0.27 | 0.79 | 1.10 | 0.44 | 1.21 |
META Meta Platforms, Inc. | 0.02 | 0.29 | 1.04 | 0.02 | 0.07 |
TSLA Tesla, Inc. | 0.73 | 1.55 | 1.18 | 0.82 | 2.47 |
GOOG Alphabet Inc. | -0.04 | 0.17 | 1.02 | -0.04 | -0.10 |
GOOGL Alphabet Inc. | -0.05 | 0.15 | 1.02 | -0.05 | -0.13 |
AMZN Amazon.com, Inc. | -0.18 | -0.02 | 1.00 | -0.20 | -0.58 |
BRK-B Berkshire Hathaway Inc. | 1.64 | 2.29 | 1.33 | 3.47 | 8.96 |
UNH UnitedHealth Group Incorporated | -0.04 | 0.18 | 1.03 | -0.06 | -0.15 |
JPM JPMorgan Chase & Co. | 1.10 | 1.62 | 1.24 | 1.28 | 4.69 |
Dividends
Dividend yield
BigKahuna provided a 0.63% dividend yield over the last twelve months.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | 0.63% | 0.51% | 0.46% | 0.55% | 0.43% | 0.53% | 0.57% | 0.71% | 0.62% | 0.76% | 0.87% | 0.88% |
Portfolio components: | ||||||||||||
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% |
MSFT Microsoft Corporation | 0.86% | 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 | 0.04% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
META Meta Platforms, Inc. | 0.40% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TSLA Tesla, 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. | 0.52% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GOOGL Alphabet Inc. | 0.53% | 0.32% | 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% |
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% |
UNH UnitedHealth Group Incorporated | 1.85% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
JPM JPMorgan Chase & Co. | 2.18% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
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 BigKahuna. 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 BigKahuna was 50.15%, occurring on Jan 5, 2023. Recovery took 108 trading sessions.
The current BigKahuna drawdown is 19.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-50.15% | Nov 30, 2021 | 277 | Jan 5, 2023 | 108 | Jun 12, 2023 | 385 |
-34.61% | Oct 2, 2018 | 58 | Dec 24, 2018 | 246 | Dec 16, 2019 | 304 |
-33.69% | Jan 7, 2025 | 61 | Apr 4, 2025 | — | — | — |
-32.28% | Feb 20, 2020 | 18 | Mar 16, 2020 | 44 | May 18, 2020 | 62 |
-23.5% | Jul 11, 2024 | 20 | Aug 7, 2024 | 47 | Oct 14, 2024 | 67 |
Volatility
Volatility Chart
The current BigKahuna volatility is 22.62%, 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
UNH | TSLA | JPM | BRK-B | NVDA | META | AAPL | AMZN | MSFT | GOOGL | GOOG | |
---|---|---|---|---|---|---|---|---|---|---|---|
UNH | 1.00 | 0.15 | 0.36 | 0.42 | 0.22 | 0.22 | 0.30 | 0.24 | 0.32 | 0.31 | 0.31 |
TSLA | 0.15 | 1.00 | 0.25 | 0.23 | 0.41 | 0.37 | 0.41 | 0.42 | 0.39 | 0.38 | 0.39 |
JPM | 0.36 | 0.25 | 1.00 | 0.71 | 0.33 | 0.32 | 0.36 | 0.31 | 0.37 | 0.37 | 0.37 |
BRK-B | 0.42 | 0.23 | 0.71 | 1.00 | 0.31 | 0.32 | 0.41 | 0.32 | 0.42 | 0.41 | 0.41 |
NVDA | 0.22 | 0.41 | 0.33 | 0.31 | 1.00 | 0.51 | 0.50 | 0.54 | 0.58 | 0.52 | 0.52 |
META | 0.22 | 0.37 | 0.32 | 0.32 | 0.51 | 1.00 | 0.50 | 0.61 | 0.58 | 0.65 | 0.65 |
AAPL | 0.30 | 0.41 | 0.36 | 0.41 | 0.50 | 0.50 | 1.00 | 0.55 | 0.61 | 0.57 | 0.57 |
AMZN | 0.24 | 0.42 | 0.31 | 0.32 | 0.54 | 0.61 | 0.55 | 1.00 | 0.64 | 0.67 | 0.67 |
MSFT | 0.32 | 0.39 | 0.37 | 0.42 | 0.58 | 0.58 | 0.61 | 0.64 | 1.00 | 0.68 | 0.68 |
GOOGL | 0.31 | 0.38 | 0.37 | 0.41 | 0.52 | 0.65 | 0.57 | 0.67 | 0.68 | 1.00 | 0.99 |
GOOG | 0.31 | 0.39 | 0.37 | 0.41 | 0.52 | 0.65 | 0.57 | 0.67 | 0.68 | 0.99 | 1.00 |