JWB Winner's Picks
Giving this a shot
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
DPST Direxion Daily Regional Banks Bull 3X Shares | Leveraged Equities, Leveraged | 100% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JWB Winner's Picks, 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
The earliest data available for this chart is Aug 19, 2015, corresponding to the inception date of DPST
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 13.78% | -0.38% | 11.47% | 18.82% | 12.44% | 10.64% |
| JWB Winner's Picks | 10.27% | 71.32% | 15.72% | 20.49% | -34.60% | N/A |
| Portfolio components: | ||||||
DPST Direxion Daily Regional Banks Bull 3X Shares | 10.27% | 71.32% | 15.72% | 20.49% | -34.60% | N/A |
Monthly Returns
The table below presents the monthly returns of JWB Winner's Picks, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -17.62% | -11.87% | 13.67% | -20.51% | 9.80% | 1.80% | 10.27% | ||||||
| 2023 | 15.21% | -3.96% | -68.95% | -10.77% | -29.94% | 13.04% | 64.03% | -25.38% | -17.40% | -17.46% | 41.09% | 54.70% | -55.79% |
| 2022 | 0.74% | 10.13% | -22.85% | -29.11% | 9.87% | -26.90% | 30.26% | -6.95% | -17.15% | 24.23% | 0.17% | -24.63% | -54.10% |
| 2021 | 10.66% | 62.04% | 7.75% | 7.69% | 8.69% | -21.21% | -15.26% | 15.02% | 8.26% | 13.64% | -6.64% | 4.45% | 108.31% |
| 2020 | -20.27% | -34.81% | -79.71% | 37.05% | -11.35% | -7.94% | -11.56% | 6.06% | -21.73% | 48.26% | 39.67% | 30.90% | -76.53% |
| 2019 | 45.27% | 20.49% | -26.65% | 27.02% | -28.77% | 21.71% | 8.18% | -27.45% | 17.47% | 3.82% | 12.96% | 11.63% | 70.65% |
| 2018 | 17.31% | -5.60% | -6.52% | 4.76% | 6.25% | -9.73% | 1.49% | 6.98% | -16.41% | -26.92% | 8.68% | -42.30% | -56.75% |
| 2017 | -2.34% | 10.44% | -14.65% | -5.16% | -12.42% | 19.34% | -3.70% | -13.75% | 29.26% | 1.16% | 10.78% | -2.26% | 7.28% |
| 2016 | -34.51% | 2.19% | 18.45% | 18.69% | 4.91% | -21.85% | 16.01% | 17.99% | -2.13% | 3.05% | 65.59% | 17.58% | 107.32% |
| 2015 | -16.78% | -1.66% | 13.20% | 16.44% | -20.43% | -14.16% |
Expense Ratio
JWB Winner's Picks has a high expense ratio of 0.99%, indicating higher-than-average management fees. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JWB Winner's Picks is 9, indicating that it is in the bottom 9% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 | |
|---|---|---|---|---|---|
DPST Direxion Daily Regional Banks Bull 3X Shares | 0.35 | 1.15 | 1.13 | 0.31 | 0.99 |
Dividends
Dividend yield
JWB Winner's Picks granted a 1.80% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
| JWB Winner's Picks | 1.80% | 1.78% | 1.51% | 0.58% | 0.90% | 1.29% | 2.18% | 0.30% |
| Portfolio components: | ||||||||
DPST Direxion Daily Regional Banks Bull 3X Shares | 1.80% | 1.78% | 1.51% | 0.58% | 0.90% | 1.29% | 2.18% | 0.30% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the JWB Winner's Picks. 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 JWB Winner's Picks was 97.73%, occurring on May 11, 2023. The portfolio has not yet recovered.
The current JWB Winner's Picks drawdown is 93.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -97.73% | Mar 12, 2018 | 1302 | May 11, 2023 | — | — | — |
| -58.55% | Nov 9, 2015 | 49 | Feb 11, 2016 | 129 | Nov 10, 2016 | 178 |
| -45.46% | Mar 2, 2017 | 132 | Sep 7, 2017 | 86 | Jan 10, 2018 | 218 |
| -27.19% | Aug 20, 2015 | 22 | Oct 2, 2015 | 11 | Oct 29, 2015 | 33 |
| -20.6% | Jan 24, 2018 | 12 | Feb 8, 2018 | 17 | Mar 6, 2018 | 29 |
Volatility
Volatility Chart
The current JWB Winner's Picks volatility is 25.45%, 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.