Wide Guy
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AAPL Apple Inc | Technology | 9.09% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 9.09% |
BABA Alibaba Group Holding Limited | Consumer Cyclical | 9.09% |
GLD SPDR Gold Trust | Precious Metals, Gold | 9.09% |
GOOGL Alphabet Inc. | Communication Services | 9.09% |
META Meta Platforms, Inc. | Communication Services | 9.09% |
MSFT Microsoft Corporation | Technology | 9.09% |
NVDA NVIDIA Corporation | Technology | 9.09% |
QQQ Invesco QQQ | Large Cap Blend Equities | 9.09% |
TSLA Tesla, Inc. | Consumer Cyclical | 9.09% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 9.09% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Wide Guy, 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 Sep 19, 2014, corresponding to the inception date of BABA
Returns By Period
As of Apr 22, 2025, the Wide Guy returned -12.49% Year-To-Date and 26.35% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -12.30% | -8.99% | -11.89% | 3.84% | 13.06% | 9.34% |
| Wide Guy | -12.49% | -10.44% | -5.26% | 22.26% | 25.42% | 26.35% |
| Portfolio components: | ||||||
GLD SPDR Gold Trust | 30.34% | 13.32% | 25.62% | 42.78% | 14.37% | 10.85% |
QQQ Invesco QQQ | -15.15% | -9.79% | -12.31% | 5.09% | 16.27% | 15.58% |
VOO Vanguard S&P 500 ETF | -12.03% | -8.89% | -11.37% | 5.19% | 14.80% | 11.29% |
META Meta Platforms, Inc. | -17.15% | -18.72% | -15.59% | 1.11% | 21.81% | 19.64% |
NVDA NVIDIA Corporation | -27.83% | -17.66% | -32.55% | 27.21% | 68.88% | 68.60% |
AAPL Apple Inc | -22.78% | -11.50% | -18.14% | 17.62% | 23.69% | 20.91% |
AMZN Amazon.com, Inc. | -23.73% | -14.72% | -11.50% | -4.19% | 7.23% | 22.43% |
GOOGL Alphabet Inc. | -21.90% | -9.95% | -9.79% | -3.71% | 18.80% | 17.92% |
MSFT Microsoft Corporation | -14.63% | -8.21% | -13.90% | -9.34% | 16.75% | 24.23% |
BABA Alibaba Group Holding Limited | 29.91% | -18.49% | 9.16% | 60.84% | -11.76% | 2.91% |
TSLA Tesla, Inc. | -43.67% | -8.53% | 3.95% | 54.71% | 36.22% | 31.75% |
Monthly Returns
The table below presents the monthly returns of Wide Guy, 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 | 4.08% | -1.73% | -6.33% | -8.66% | -12.49% | ||||||||
| 2024 | 0.84% | 8.91% | 2.51% | -1.51% | 6.83% | 6.08% | 1.00% | 0.75% | 7.97% | -0.60% | 5.45% | 3.59% | 49.91% |
| 2023 | 17.75% | 1.74% | 11.81% | -0.64% | 10.25% | 7.45% | 6.25% | -1.79% | -5.43% | -1.94% | 8.60% | 3.92% | 72.17% |
| 2022 | -6.45% | -5.92% | 6.30% | -14.33% | -2.94% | -6.67% | 10.03% | -5.06% | -11.02% | -4.12% | 8.85% | -8.71% | -35.71% |
| 2021 | 1.64% | -1.93% | 1.41% | 7.87% | -1.37% | 6.86% | 1.26% | 4.18% | -5.65% | 11.54% | 2.00% | -1.08% | 28.75% |
| 2020 | 8.05% | -2.61% | -8.14% | 17.79% | 6.41% | 8.57% | 12.20% | 19.47% | -7.08% | -2.00% | 7.76% | 4.33% | 80.51% |
| 2019 | 9.08% | 2.67% | 3.73% | 3.56% | -10.77% | 9.63% | 3.45% | -1.27% | 0.97% | 8.02% | 5.03% | 7.13% | 47.49% |
| 2018 | 11.71% | -2.03% | -5.70% | 1.80% | 6.29% | 1.30% | 0.74% | 5.43% | -2.31% | -7.02% | -1.43% | -8.03% | -1.06% |
| 2017 | 7.60% | 2.55% | 3.96% | 4.03% | 7.32% | 0.26% | 4.07% | 4.31% | -0.61% | 6.74% | 0.10% | -0.09% | 47.89% |
| 2016 | -6.54% | -0.35% | 8.94% | -1.14% | 5.46% | -1.58% | 8.67% | 1.93% | 3.80% | -0.70% | -0.33% | 3.56% | 22.67% |
| 2015 | -1.56% | 4.85% | -2.70% | 4.96% | 2.59% | -1.51% | 4.64% | -3.81% | -0.65% | 12.91% | 2.96% | -0.26% | 23.49% |
| 2014 | -2.33% | 1.19% | 5.00% | -4.01% | -0.38% |
Expense Ratio
Wide Guy has an expense ratio of 0.06%, 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
With an overall rank of 78, Wide Guy is among the top 22% 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 | |
|---|---|---|---|---|---|
GLD SPDR Gold Trust | 2.63 | 3.46 | 1.46 | 5.38 | 14.44 |
QQQ Invesco QQQ | 0.09 | 0.31 | 1.04 | 0.10 | 0.37 |
VOO Vanguard S&P 500 ETF | 0.22 | 0.43 | 1.06 | 0.22 | 0.94 |
META Meta Platforms, Inc. | -0.04 | 0.20 | 1.03 | -0.05 | -0.16 |
NVDA NVIDIA Corporation | 0.25 | 0.77 | 1.10 | 0.42 | 1.13 |
AAPL Apple Inc | 0.48 | 0.90 | 1.13 | 0.47 | 1.83 |
AMZN Amazon.com, Inc. | -0.23 | -0.10 | 0.99 | -0.25 | -0.75 |
GOOGL Alphabet Inc. | -0.14 | 0.01 | 1.00 | -0.15 | -0.37 |
MSFT Microsoft Corporation | -0.49 | -0.56 | 0.93 | -0.51 | -1.18 |
BABA Alibaba Group Holding Limited | 1.33 | 1.97 | 1.25 | 0.79 | 3.88 |
TSLA Tesla, Inc. | 0.63 | 1.44 | 1.17 | 0.71 | 2.11 |
Dividends
Dividend yield
Wide Guy provided a 0.47% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.47% | 0.40% | 0.42% | 0.40% | 0.26% | 0.34% | 0.47% | 0.63% | 0.57% | 0.71% | 0.78% | 0.83% |
| Portfolio components: | ||||||||||||
GLD SPDR Gold Trust | 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 | 0.69% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
VOO Vanguard S&P 500 ETF | 1.48% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
META Meta Platforms, Inc. | 0.42% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
AAPL Apple Inc | 0.52% | 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% |
GOOGL Alphabet Inc. | 0.54% | 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 | 0.88% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
BABA Alibaba Group Holding Limited | 0.60% | 0.78% | 1.29% | 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% |
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 Wide Guy. 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 Wide Guy was 41.26%, occurring on Nov 3, 2022. Recovery took 171 trading sessions.
The current Wide Guy drawdown is 19.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.26% | Nov 22, 2021 | 240 | Nov 3, 2022 | 171 | Jul 13, 2023 | 411 |
| -30.37% | Feb 20, 2020 | 18 | Mar 16, 2020 | 53 | Jun 1, 2020 | 71 |
| -23.08% | Aug 30, 2018 | 80 | Dec 24, 2018 | 81 | Apr 23, 2019 | 161 |
| -22.18% | Feb 21, 2025 | 33 | Apr 8, 2025 | — | — | — |
| -16.36% | Dec 7, 2015 | 44 | Feb 9, 2016 | 36 | Apr 1, 2016 | 80 |
Volatility
Volatility Chart
The current Wide Guy volatility is 16.21%, 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 11 assets, with an effective number of assets of 11.00, 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
| GLD | BABA | TSLA | NVDA | META | AAPL | AMZN | GOOGL | MSFT | VOO | QQQ | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GLD | 1.00 | 0.03 | 0.01 | 0.01 | 0.03 | -0.00 | 0.01 | 0.03 | 0.00 | 0.01 | 0.02 |
| BABA | 0.03 | 1.00 | 0.31 | 0.38 | 0.40 | 0.37 | 0.41 | 0.40 | 0.38 | 0.44 | 0.49 |
| TSLA | 0.01 | 0.31 | 1.00 | 0.42 | 0.36 | 0.41 | 0.42 | 0.38 | 0.40 | 0.47 | 0.54 |
| NVDA | 0.01 | 0.38 | 0.42 | 1.00 | 0.52 | 0.52 | 0.54 | 0.53 | 0.60 | 0.63 | 0.73 |
| META | 0.03 | 0.40 | 0.36 | 0.52 | 1.00 | 0.51 | 0.61 | 0.65 | 0.59 | 0.61 | 0.71 |
| AAPL | -0.00 | 0.37 | 0.41 | 0.52 | 0.51 | 1.00 | 0.56 | 0.58 | 0.63 | 0.69 | 0.77 |
| AMZN | 0.01 | 0.41 | 0.42 | 0.54 | 0.61 | 0.56 | 1.00 | 0.68 | 0.66 | 0.64 | 0.76 |
| GOOGL | 0.03 | 0.40 | 0.38 | 0.53 | 0.65 | 0.58 | 0.68 | 1.00 | 0.69 | 0.70 | 0.77 |
| MSFT | 0.00 | 0.38 | 0.40 | 0.60 | 0.59 | 0.63 | 0.66 | 0.69 | 1.00 | 0.75 | 0.83 |
| VOO | 0.01 | 0.44 | 0.47 | 0.63 | 0.61 | 0.69 | 0.64 | 0.70 | 0.75 | 1.00 | 0.91 |
| QQQ | 0.02 | 0.49 | 0.54 | 0.73 | 0.71 | 0.77 | 0.76 | 0.77 | 0.83 | 0.91 | 1.00 |