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PICKS OF THE DAY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

PICKS OF THE DAY

Currency in USD · Last updated May 11, 2025

REF.BCH.PICKS OF THE DAY

Asset Allocation

TSLA 12.5%SHOP 12.5%XPEL 12.5%FLGT 12.5%PERI 12.5%FRHC 12.5%LSCC 12.5%AEHR 12.5%EquityEquity
PositionCategory/SectorTarget Weight
AEHR
Aehr Test Systems		Technology
12.50%
FLGT
Fulgent Genetics, Inc.		Healthcare
12.50%
FRHC
Freedom Holding Corp.		Financial Services
12.50%
LSCC
Lattice Semiconductor Corporation		Technology
12.50%
PERI
Perion Network Ltd.		Communication Services
12.50%
SHOP
Shopify Inc.		Technology
12.50%
TSLA
Tesla, Inc.		Consumer Cyclical
12.50%
XPEL
XPEL, Inc.		Consumer Cyclical
12.50%

Performance

Performance Chart

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The earliest data available for this chart is Oct 3, 2017, corresponding to the inception date of FRHC

Returns By Period

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		-3.77%7.44%-5.60%8.37%14.12%10.46%
PICKS OF THE DAY-8.37%18.66%1.95%23.38%43.98%N/A
Portfolio components:
TSLA
Tesla, Inc.		-26.14%18.17%-7.15%77.04%40.86%33.91%
SHOP
Shopify Inc.		-13.69%8.44%5.34%55.70%4.12%N/A
XPEL
XPEL, Inc.		-8.09%36.16%-17.21%7.46%22.72%31.46%
FLGT
Fulgent Genetics, Inc.		6.66%13.68%1.39%-9.43%3.30%N/A
PERI
Perion Network Ltd.		14.05%25.95%8.66%-18.20%14.92%-1.17%
FRHC
Freedom Holding Corp.		19.42%27.58%38.29%125.60%57.95%N/A
LSCC
Lattice Semiconductor Corporation		-12.39%17.66%-8.99%-28.64%15.77%23.46%
AEHR
Aehr Test Systems		-49.19%3.94%-29.58%-24.15%40.35%13.72%
*Annualized

Monthly Returns

The table below presents the monthly returns of PICKS OF THE DAY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.50%-8.33%-9.82%5.20%6.96%-8.37%
2024-11.84%-1.11%-4.20%-9.73%-3.79%-4.55%15.48%-2.92%1.74%0.43%11.47%5.77%-6.50%
202331.93%0.64%4.94%-7.18%11.85%11.33%5.95%-0.45%-11.15%-23.43%14.28%7.88%42.47%
2022-23.26%1.19%-5.19%-19.80%-0.60%-7.27%23.84%1.21%-8.12%12.50%14.47%-15.38%-31.70%
202113.25%7.67%-5.46%1.40%2.78%15.80%13.35%8.51%21.62%23.36%-3.79%3.39%155.38%
202014.79%-1.69%-18.60%27.93%9.57%11.10%18.21%19.22%3.52%-2.77%31.32%31.61%250.70%
20196.61%13.53%1.88%4.24%0.50%8.10%12.27%27.59%-3.96%4.86%10.76%9.08%143.39%
20186.40%1.71%-9.37%2.22%21.02%6.72%3.07%9.16%-3.09%-5.28%0.48%-6.46%25.70%
20176.09%11.87%0.75%19.57%

Expense Ratio

PICKS OF THE DAY 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.

The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PICKS OF THE DAY is 34, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of PICKS OF THE DAY is 3434
Overall Rank
The Sharpe Ratio Rank of PICKS OF THE DAY is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of PICKS OF THE DAY is 4444
Sortino Ratio Rank
The Omega Ratio Rank of PICKS OF THE DAY is 3232
Omega Ratio Rank
The Calmar Ratio Rank of PICKS OF THE DAY is 2323
Calmar Ratio Rank
The Martin Ratio Rank of PICKS OF THE DAY is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
TSLA
Tesla, Inc.		1.031.741.211.152.83
SHOP
Shopify Inc.		0.800.891.120.281.38
XPEL
XPEL, Inc.		0.160.991.120.190.76
FLGT
Fulgent Genetics, Inc.		-0.210.081.01-0.08-0.34
PERI
Perion Network Ltd.		-0.41-0.320.95-0.29-0.76
FRHC
Freedom Holding Corp.		3.333.601.483.8515.00
LSCC
Lattice Semiconductor Corporation		-0.47-0.400.95-0.51-1.03
AEHR
Aehr Test Systems		-0.270.231.03-0.30-0.68

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

PICKS OF THE DAY Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: 0.56
  • 5-Year: 1.07
  • All Time: 1.38

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.42 to 0.94, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of PICKS OF THE DAY compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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Dividends

Dividend yield

PICKS OF THE DAY doesn't pay dividends

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 PICKS OF THE DAY. 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 PICKS OF THE DAY was 52.93%, occurring on Jun 16, 2022. Recovery took 247 trading sessions.

The current PICKS OF THE DAY drawdown is 30.03%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.93%Nov 5, 2021154Jun 16, 2022247Jun 12, 2023401
-47.62%Feb 20, 202020Mar 18, 202056Jun 8, 202076
-46.37%Jul 18, 2023434Apr 8, 2025———
-30.47%Feb 12, 202163May 13, 202145Jul 19, 2021108
-21.1%Aug 31, 201879Dec 24, 201835Feb 14, 2019114

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 8 assets, with an effective number of assets of 8.00, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
^GSPCFLGTXPELFRHCAEHRPERITSLASHOPLSCCPortfolio
^GSPC1.000.280.360.470.390.410.500.540.620.63
FLGT0.281.000.210.200.210.240.210.270.250.51
XPEL0.360.211.000.230.260.250.250.280.300.51
FRHC0.470.200.231.000.250.270.300.350.380.52
AEHR0.390.210.260.251.000.290.310.310.400.62
PERI0.410.240.250.270.291.000.310.360.370.57
TSLA0.500.210.250.300.310.311.000.420.390.60
SHOP0.540.270.280.350.310.360.421.000.460.63
LSCC0.620.250.300.380.400.370.390.461.000.63
Portfolio0.630.510.510.520.620.570.600.630.631.00
The correlation results are calculated based on daily price changes starting from Oct 4, 2017