keep it simple stupid
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AMZN Amazon.com, Inc. | Consumer Cyclical | 7.50% |
AVGO Broadcom Inc. | Technology | 8% |
BTC-USD Bitcoin | 50% | |
NFLX Netflix, Inc. | Communication Services | 7.50% |
NVDA NVIDIA Corporation | Technology | 20% |
TSM Taiwan Semiconductor Manufacturing Company Limited | Technology | 7% |
Performance
Performance Chart
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The earliest data available for this chart is Jul 14, 2010, corresponding to the inception date of BTC-USD
Returns By Period
As of May 19, 2025, the keep it simple stupid returned 7.37% Year-To-Date and 81.15% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.30% | 12.79% | 1.49% | 12.35% | 15.37% | 10.87% |
| keep it simple stupid | 7.37% | 25.42% | 12.85% | 54.59% | 64.99% | 81.15% |
| Portfolio components: | ||||||
NVDA NVIDIA Corporation | 0.84% | 33.41% | -4.62% | 46.46% | 72.91% | 74.92% |
BTC-USD Bitcoin | 10.45% | 22.19% | 14.85% | 54.15% | 60.41% | 83.77% |
NFLX Netflix, Inc. | 33.68% | 22.46% | 44.61% | 91.84% | 21.46% | 29.63% |
AMZN Amazon.com, Inc. | -6.29% | 19.11% | 1.47% | 11.31% | 10.92% | 25.29% |
AVGO Broadcom Inc. | -1.09% | 33.70% | 39.48% | 65.85% | 57.08% | 36.73% |
TSM Taiwan Semiconductor Manufacturing Company Limited | -1.28% | 28.00% | 5.15% | 29.82% | 33.18% | 26.41% |
Monthly Returns
The table below presents the monthly returns of keep it simple stupid, 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 | 4.18% | -11.18% | -6.64% | 9.79% | 13.21% | 7.37% | |||||||
| 2024 | 7.63% | 30.40% | 12.42% | -9.45% | 13.23% | 3.77% | -0.53% | -3.40% | 5.10% | 8.31% | 21.23% | 0.93% | 124.68% |
| 2023 | 31.93% | 2.32% | 18.57% | 0.35% | 9.47% | 10.41% | 0.45% | -4.07% | -4.13% | 14.13% | 10.60% | 10.10% | 149.29% |
| 2022 | -15.55% | 4.57% | 5.83% | -22.22% | -7.59% | -26.17% | 18.50% | -11.84% | -7.60% | 5.83% | 0.72% | -6.75% | -52.41% |
| 2021 | 7.80% | 20.72% | 17.81% | 2.13% | -15.32% | 5.48% | 8.33% | 11.20% | -5.83% | 27.12% | 1.54% | -11.20% | 81.87% |
| 2020 | 15.31% | -2.64% | -14.68% | 24.29% | 8.93% | 2.42% | 18.63% | 8.57% | -3.97% | 11.55% | 27.77% | 31.80% | 208.57% |
| 2019 | 1.65% | 7.34% | 8.29% | 17.19% | 25.84% | 25.46% | -2.99% | -3.45% | -5.35% | 10.56% | -5.70% | 0.96% | 103.98% |
| 2018 | -4.01% | 1.12% | -14.34% | 15.77% | -7.02% | -7.51% | 11.08% | -0.84% | -1.89% | -11.99% | -23.12% | -7.19% | -43.82% |
| 2017 | 4.11% | 10.01% | -2.33% | 13.00% | 48.00% | 5.29% | 12.84% | 33.25% | -4.34% | 31.40% | 33.32% | 22.98% | 510.38% |
| 2016 | -12.63% | 10.89% | 3.21% | 2.55% | 18.34% | 13.69% | 1.67% | -0.34% | 6.55% | 9.85% | 7.84% | 19.19% | 110.28% |
| 2015 | -13.66% | 14.53% | -4.52% | 2.74% | 2.02% | 4.06% | 6.72% | -8.31% | 2.46% | 21.63% | 15.14% | 8.76% | 57.24% |
| 2014 | 4.75% | -12.18% | -8.68% | -1.83% | 23.58% | 1.79% | -6.57% | -3.63% | -9.46% | -5.99% | 8.48% | -8.61% | -21.17% |
Expense Ratio
keep it simple stupid 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 92, keep it simple stupid is among the top 8% 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 | |
|---|---|---|---|---|---|
NVDA NVIDIA Corporation | 0.78 | 1.42 | 1.19 | 0.51 | 3.16 |
BTC-USD Bitcoin | 1.07 | 3.50 | 1.37 | 3.08 | 13.82 |
NFLX Netflix, Inc. | 2.82 | 4.27 | 1.59 | 3.71 | 20.91 |
AMZN Amazon.com, Inc. | 0.33 | 1.39 | 1.17 | 0.31 | 2.42 |
AVGO Broadcom Inc. | 1.05 | 2.50 | 1.34 | 1.40 | 7.18 |
TSM Taiwan Semiconductor Manufacturing Company Limited | 0.64 | 1.36 | 1.17 | 0.37 | 2.57 |
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Dividends
Dividend yield
keep it simple stupid provided a 0.17% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.17% | 0.16% | 0.27% | 0.44% | 0.30% | 0.38% | 0.58% | 0.59% | 0.37% | 0.39% | 0.51% | 0.56% |
| Portfolio components: | ||||||||||||
NVDA NVIDIA Corporation | 0.03% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
BTC-USD Bitcoin | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NFLX Netflix, 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% |
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% |
AVGO Broadcom Inc. | 0.98% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% | 1.22% |
TSM Taiwan Semiconductor Manufacturing Company Limited | 1.27% | 1.18% | 1.78% | 2.48% | 1.56% | 1.58% | 3.49% | 3.55% | 2.32% | 2.61% | 2.54% | 1.79% |
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 keep it simple stupid. 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 keep it simple stupid was 77.83%, occurring on Nov 18, 2011. Recovery took 460 trading sessions.
The current keep it simple stupid drawdown is 2.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.83% | Jun 10, 2011 | 162 | Nov 18, 2011 | 460 | Feb 20, 2013 | 622 |
| -63.76% | Nov 9, 2021 | 366 | Nov 9, 2022 | 425 | Jan 8, 2024 | 791 |
| -58.98% | Dec 17, 2017 | 364 | Dec 15, 2018 | 193 | Jun 26, 2019 | 557 |
| -57.97% | Dec 5, 2013 | 406 | Jan 14, 2015 | 500 | May 28, 2016 | 906 |
| -50.06% | Apr 11, 2013 | 7 | Apr 17, 2013 | 189 | Oct 23, 2013 | 196 |
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 6 assets, with an effective number of assets of 3.20, 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 | BTC-USD | NFLX | TSM | AMZN | AVGO | NVDA | Portfolio | |
|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.13 | 0.45 | 0.59 | 0.63 | 0.63 | 0.61 | 0.39 |
| BTC-USD | 0.13 | 1.00 | 0.08 | 0.08 | 0.08 | 0.09 | 0.10 | 0.90 |
| NFLX | 0.45 | 0.08 | 1.00 | 0.29 | 0.46 | 0.33 | 0.38 | 0.28 |
| TSM | 0.59 | 0.08 | 0.29 | 1.00 | 0.39 | 0.51 | 0.52 | 0.31 |
| AMZN | 0.63 | 0.08 | 0.46 | 0.39 | 1.00 | 0.42 | 0.46 | 0.30 |
| AVGO | 0.63 | 0.09 | 0.33 | 0.51 | 0.42 | 1.00 | 0.53 | 0.33 |
| NVDA | 0.61 | 0.10 | 0.38 | 0.52 | 0.46 | 0.53 | 1.00 | 0.40 |
| Portfolio | 0.39 | 0.90 | 0.28 | 0.31 | 0.30 | 0.33 | 0.40 | 1.00 |