PICKS OF THE DAY
REF.BCH.PICKS OF THE DAY
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
TSLA Tesla, Inc. | Consumer Cyclical | 12.5% |
SHOP Shopify Inc. | Technology | 12.5% |
XPEL XPEL, Inc. | Consumer Cyclical | 12.5% |
FLGT Fulgent Genetics, Inc. | Healthcare | 12.5% |
PERI Perion Network Ltd. | Communication Services | 12.5% |
FRHC Freedom Holding Corp. | Financial Services | 12.5% |
LSCC Lattice Semiconductor Corporation | Technology | 12.5% |
AEHR Aehr Test Systems | Technology | 12.5% |
Performance
The chart shows the growth of an initial investment of $10,000 in PICKS OF THE DAY, 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
Returns
As of Sep 22, 2023, the PICKS OF THE DAY returned 48.05% Year-To-Date and 93.46% of annualized return in the last 10 years.
| 1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -1.31% | 9.66% | 12.78% | 14.25% | 8.15% | 10.57% |
| PICKS OF THE DAY | -5.38% | 7.11% | 48.05% | 50.81% | 81.81% | 93.46% |
| Portfolio components: | ||||||
TSLA Tesla, Inc. | 9.65% | 33.02% | 107.58% | -14.99% | 66.77% | 52.75% |
SHOP Shopify Inc. | -0.48% | 17.27% | 54.71% | 75.78% | 27.23% | 43.72% |
XPEL XPEL, Inc. | -12.45% | 17.54% | 23.38% | 18.47% | 61.27% | 76.81% |
FLGT Fulgent Genetics, Inc. | -18.28% | -8.23% | -7.09% | -28.56% | 53.25% | 17.17% |
PERI Perion Network Ltd. | -9.76% | -21.15% | 19.09% | 43.75% | 57.16% | 35.67% |
FRHC Freedom Holding Corp. | -8.30% | 20.48% | 42.85% | 56.69% | 62.96% | 168.79% |
LSCC Lattice Semiconductor Corporation | -9.01% | -11.92% | 27.73% | 61.19% | 60.98% | 44.19% |
AEHR Aehr Test Systems | 5.69% | 7.26% | 111.74% | 177.08% | 76.24% | 46.49% |
| Returns over 1 year are annualized | ||||||
Asset Correlations Table
| FLGT | XPEL | FRHC | AEHR | PERI | TSLA | SHOP | LSCC | |
|---|---|---|---|---|---|---|---|---|
| FLGT | 1.00 | 0.17 | 0.16 | 0.16 | 0.21 | 0.19 | 0.25 | 0.21 |
| XPEL | 0.17 | 1.00 | 0.20 | 0.19 | 0.21 | 0.20 | 0.23 | 0.25 |
| FRHC | 0.16 | 0.20 | 1.00 | 0.20 | 0.21 | 0.23 | 0.29 | 0.35 |
| AEHR | 0.16 | 0.19 | 0.20 | 1.00 | 0.27 | 0.26 | 0.28 | 0.34 |
| PERI | 0.21 | 0.21 | 0.21 | 0.27 | 1.00 | 0.30 | 0.32 | 0.34 |
| TSLA | 0.19 | 0.20 | 0.23 | 0.26 | 0.30 | 1.00 | 0.40 | 0.36 |
| SHOP | 0.25 | 0.23 | 0.29 | 0.28 | 0.32 | 0.40 | 1.00 | 0.44 |
| LSCC | 0.21 | 0.25 | 0.35 | 0.34 | 0.34 | 0.36 | 0.44 | 1.00 |
Dividend yield
Expense Ratio
The PICKS OF THE DAY has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
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 | Ulcer Index | |
|---|---|---|---|---|---|
TSLA Tesla, Inc. | -0.28 | ||||
SHOP Shopify Inc. | 1.12 | ||||
XPEL XPEL, Inc. | 0.37 | ||||
FLGT Fulgent Genetics, Inc. | -0.72 | ||||
PERI Perion Network Ltd. | 0.98 | ||||
FRHC Freedom Holding Corp. | 1.16 | ||||
LSCC Lattice Semiconductor Corporation | 1.22 | ||||
AEHR Aehr Test Systems | 1.98 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the PICKS OF THE DAY. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the PICKS OF THE DAY is 52.93%, recorded on Jun 16, 2022. It took 247 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.93% | Nov 5, 2021 | 154 | Jun 16, 2022 | 247 | Jun 12, 2023 | 401 |
| -47.62% | Feb 20, 2020 | 20 | Mar 18, 2020 | 56 | Jun 8, 2020 | 76 |
| -30.47% | Feb 12, 2021 | 63 | May 13, 2021 | 45 | Jul 19, 2021 | 108 |
| -29.85% | Sep 7, 2017 | 4 | Sep 12, 2017 | 81 | Jan 8, 2018 | 85 |
| -22.61% | Aug 3, 2017 | 5 | Aug 9, 2017 | 4 | Aug 15, 2017 | 9 |
Volatility Chart
The current PICKS OF THE DAY volatility is 7.88%, 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.