x.com/mouldcapital

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

x.com/mouldcapital

Currency in USD · Last updated May 16, 2025

Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	6.67%
AMZN Amazon.com, Inc.	Consumer Cyclical	6.67%
AVGO Broadcom Inc.	Technology	6.67%
BRK-B Berkshire Hathaway Inc.	Financial Services	6.67%
COST Costco Wholesale Corporation	Consumer Defensive	6.67%
GOOG Alphabet Inc	Communication Services	6.67%
JPM JPMorgan Chase & Co.	Financial Services	6.67%
LLY Eli Lilly and Company	Healthcare	6.67%
META Meta Platforms, Inc.	Communication Services	6.67%
MRK Merck & Co., Inc.	Healthcare	6.67%
MSFT Microsoft Corporation	Technology	6.67%
NFLX Netflix, Inc.	Communication Services	6.67%
NVDA NVIDIA Corporation	Technology	6.67%
UNH UnitedHealth Group Incorporated	Healthcare	6.67%
V Visa Inc.	Financial Services	6.67%

Benchmark

Rebalance

Performance

Performance Chart

Loading data...

The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG

Returns By Period

As of May 16, 2025, the x.com/mouldcapital returned 0.42% Year-To-Date and 28.13% of annualized return in the last 10 years.

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	0.60%	9.64%	-0.54%	11.47%	15.67%	10.79%
x.com/mouldcapital	0.42%	6.08%	2.99%	18.31%	29.60%	28.13%
Portfolio components:
MSFT Microsoft Corporation	7.92%	17.69%	6.77%	7.92%	21.01%	27.11%
AAPL Apple Inc	-15.36%	4.74%	-7.12%	11.97%	23.17%	21.96%
AMZN Amazon.com, Inc.	-6.48%	14.24%	-2.98%	10.31%	11.26%	25.50%
META Meta Platforms, Inc.	10.07%	23.46%	11.75%	34.20%	25.20%	23.16%
AVGO Broadcom Inc.	0.65%	30.00%	37.32%	63.97%	59.13%	36.98%
GOOG Alphabet Inc	-13.05%	4.23%	-6.53%	-4.43%	19.39%	20.14%
COST Costco Wholesale Corporation	10.55%	3.57%	9.63%	29.05%	29.76%	23.62%
NFLX Netflix, Inc.	32.16%	20.66%	40.69%	92.00%	21.05%	29.65%
NVDA NVIDIA Corporation	0.41%	20.17%	-8.11%	42.52%	74.20%	74.78%
BRK-B Berkshire Hathaway Inc.	11.92%	-3.95%	8.47%	22.91%	24.62%	13.31%
LLY Eli Lilly and Company	-4.85%	-3.16%	-6.42%	-6.38%	37.37%	28.29%
JPM JPMorgan Chase & Co.	12.86%	14.74%	11.85%	35.42%	29.12%	18.19%
UNH UnitedHealth Group Incorporated	-45.53%	-52.99%	-53.37%	-46.14%	0.29%	10.33%
MRK Merck & Co., Inc.	-24.16%	-4.58%	-22.68%	-41.53%	2.76%	5.91%
V Visa Inc.	15.02%	8.07%	17.93%	29.88%	15.43%	18.73%

*Annualized

Monthly Returns

The table below presents the monthly returns of x.com/mouldcapital, 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	4.24%	-1.39%	-6.62%	1.26%	3.32%								0.42%
2024	6.67%	9.04%	2.98%	-3.20%	7.18%	6.25%	-1.42%	4.74%	0.32%	-0.25%	5.56%	1.64%	46.38%
2023	9.72%	-0.26%	8.54%	4.52%	8.53%	6.65%	3.25%	0.87%	-4.46%	0.95%	8.92%	4.78%	64.75%
2022	-7.22%	-3.54%	6.08%	-12.37%	-0.07%	-7.36%	10.56%	-5.32%	-7.49%	6.91%	7.85%	-5.59%	-18.83%
2021	-0.19%	1.86%	2.31%	6.00%	1.52%	5.75%	2.42%	4.62%	-4.31%	9.25%	0.63%	4.01%	38.78%
2020	1.91%	-5.64%	-5.04%	12.77%	4.82%	3.81%	5.73%	10.47%	-4.01%	-3.53%	9.81%	4.52%	39.11%
2019	8.17%	2.27%	5.24%	4.10%	-7.61%	7.32%	1.32%	-1.21%	-0.43%	6.29%	5.28%	4.35%	39.86%
2018	10.38%	-1.00%	-3.47%	3.06%	5.77%	1.20%	3.10%	6.76%	0.97%	-7.75%	0.56%	-7.22%	11.32%
2017	5.52%	4.40%	1.47%	2.16%	5.61%	-1.30%	5.21%	1.79%	1.06%	5.36%	2.91%	-0.12%	39.51%
2016	-5.90%	-1.75%	7.88%	-1.23%	5.85%	-0.99%	6.29%	2.54%	1.97%	1.32%	2.28%	4.38%	24.11%
2015	2.06%	7.40%	-1.79%	3.66%	4.66%	-1.49%	6.79%	-3.04%	-1.03%	9.27%	3.38%	0.48%	33.82%
2014				-1.98%	5.33%	2.05%	-0.37%	6.73%	0.37%	1.29%	4.19%	-0.87%	17.64%

Expense Ratio

x.com/mouldcapital 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 x.com/mouldcapital is 68, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

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 ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
MSFT Microsoft Corporation	0.33	0.73	1.10	0.41	0.92
AAPL Apple Inc	0.36	0.80	1.11	0.40	1.32
AMZN Amazon.com, Inc.	0.34	0.64	1.08	0.31	0.83
META Meta Platforms, Inc.	1.00	1.59	1.21	1.08	3.34
AVGO Broadcom Inc.	1.07	1.87	1.25	1.72	4.74
GOOG Alphabet Inc	-0.17	0.06	1.01	-0.11	-0.24
COST Costco Wholesale Corporation	1.29	1.92	1.26	1.77	5.12
NFLX Netflix, Inc.	2.88	3.58	1.48	4.80	15.70
NVDA NVIDIA Corporation	0.72	1.39	1.18	1.29	3.18
BRK-B Berkshire Hathaway Inc.	1.16	1.69	1.24	2.69	6.61
LLY Eli Lilly and Company	-0.12	0.14	1.02	-0.13	-0.26
JPM JPMorgan Chase & Co.	1.23	1.80	1.26	1.47	4.90
UNH UnitedHealth Group Incorporated	-1.09	-1.35	0.76	-0.82	-2.96
MRK Merck & Co., Inc.	-1.50	-2.05	0.73	-0.92	-1.71
V Visa Inc.	1.40	1.96	1.30	2.11	7.05

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.

x.com/mouldcapital Sharpe ratios as of May 16, 2025 (values are recalculated daily):

1-Year: 0.91
5-Year: 1.45
10-Year: 1.35
All Time: 1.41

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 0.52 to 1.01, 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 x.com/mouldcapital 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.

Loading data...

Dividends

Dividend yield

x.com/mouldcapital provided a 0.94% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	0.94%	0.75%	0.92%	0.95%	0.85%	1.18%	1.05%	1.15%	1.33%	1.17%	1.41%	1.23%
Portfolio components:
MSFT Microsoft Corporation	0.72%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%	2.48%
AAPL Apple Inc	0.48%	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%
META Meta Platforms, Inc.	0.31%	0.34%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AVGO Broadcom Inc.	0.96%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%	1.22%
GOOG Alphabet Inc	0.48%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
COST Costco Wholesale Corporation	0.47%	0.49%	2.87%	0.76%	0.54%	3.38%	0.86%	1.08%	4.81%	1.09%	4.06%	0.97%
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%
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%	1.70%
BRK-B Berkshire Hathaway 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%
LLY Eli Lilly and Company	0.76%	0.67%	0.78%	1.07%	1.23%	1.75%	1.96%	1.94%	2.46%	2.77%	2.37%	2.84%
JPM JPMorgan Chase & Co.	1.89%	1.92%	2.38%	2.98%	2.34%	2.83%	2.37%	2.54%	1.91%	2.13%	2.54%	2.49%
UNH UnitedHealth Group Incorporated	3.06%	1.62%	1.38%	1.21%	1.12%	1.38%	1.41%	1.38%	1.30%	1.48%	1.59%	1.39%
MRK Merck & Co., Inc.	4.22%	3.14%	2.72%	2.52%	3.41%	3.03%	2.48%	2.60%	3.36%	3.14%	3.42%	3.11%
V Visa Inc.	0.78%	0.68%	0.72%	0.76%	0.62%	0.56%	0.56%	0.67%	0.61%	0.75%	0.64%	0.64%

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.

Loading data...

Worst Drawdowns

The table below displays the maximum drawdowns of the x.com/mouldcapital. 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 x.com/mouldcapital was 27.31%, occurring on Oct 12, 2022. Recovery took 141 trading sessions.

The current x.com/mouldcapital drawdown is 5.65%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-27.31%	Dec 28, 2021	200	Oct 12, 2022	141	May 5, 2023	341
-26.47%	Feb 20, 2020	23	Mar 23, 2020	52	Jun 5, 2020	75
-20.84%	Oct 2, 2018	58	Dec 24, 2018	59	Mar 21, 2019	117
-17.96%	Feb 14, 2025	35	Apr 4, 2025	—	—	—
-16%	Dec 7, 2015	46	Feb 11, 2016	72	May 25, 2016	118

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

Loading data...

Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 15 assets, with an effective number of assets of 15.00, 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

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	^GSPC	MRK	LLY	UNH	COST	JPM	NFLX	BRK-B	NVDA	AVGO	META	V	AAPL	AMZN	GOOG	MSFT	Portfolio
^GSPC	1.00	0.38	0.41	0.45	0.56	0.65	0.51	0.69	0.63	0.66	0.61	0.69	0.68	0.64	0.70	0.75	0.90
MRK	0.38	1.00	0.47	0.36	0.25	0.28	0.15	0.38	0.10	0.17	0.19	0.33	0.22	0.16	0.22	0.26	0.36
LLY	0.41	0.47	1.00	0.33	0.30	0.24	0.22	0.32	0.23	0.25	0.27	0.30	0.26	0.25	0.28	0.33	0.46
UNH	0.45	0.36	0.33	1.00	0.30	0.35	0.21	0.42	0.21	0.25	0.22	0.37	0.29	0.23	0.31	0.31	0.44
COST	0.56	0.25	0.30	0.30	1.00	0.29	0.32	0.40	0.36	0.36	0.35	0.40	0.42	0.41	0.41	0.47	0.56
JPM	0.65	0.28	0.24	0.35	0.29	1.00	0.26	0.71	0.33	0.38	0.32	0.48	0.36	0.31	0.37	0.37	0.54
NFLX	0.51	0.15	0.22	0.21	0.32	0.26	1.00	0.26	0.47	0.41	0.51	0.39	0.43	0.54	0.48	0.49	0.65
BRK-B	0.69	0.38	0.32	0.42	0.40	0.71	0.26	1.00	0.31	0.37	0.32	0.53	0.40	0.32	0.41	0.42	0.57
NVDA	0.63	0.10	0.23	0.21	0.36	0.33	0.47	0.31	1.00	0.61	0.51	0.42	0.50	0.54	0.52	0.59	0.72
AVGO	0.66	0.17	0.25	0.25	0.36	0.38	0.41	0.37	0.61	1.00	0.48	0.44	0.54	0.48	0.49	0.54	0.70
META	0.61	0.19	0.27	0.22	0.35	0.32	0.51	0.32	0.51	0.48	1.00	0.47	0.50	0.61	0.65	0.58	0.72
V	0.69	0.33	0.30	0.37	0.40	0.48	0.39	0.53	0.42	0.44	0.47	1.00	0.48	0.48	0.53	0.57	0.67
AAPL	0.68	0.22	0.26	0.29	0.42	0.36	0.43	0.40	0.50	0.54	0.50	0.48	1.00	0.55	0.57	0.61	0.71
AMZN	0.64	0.16	0.25	0.23	0.41	0.31	0.54	0.32	0.54	0.48	0.61	0.48	0.55	1.00	0.67	0.64	0.74
GOOG	0.70	0.22	0.28	0.31	0.41	0.37	0.48	0.41	0.52	0.49	0.65	0.53	0.57	0.67	1.00	0.68	0.76
MSFT	0.75	0.26	0.33	0.31	0.47	0.37	0.49	0.42	0.59	0.54	0.58	0.57	0.61	0.64	0.68	1.00	0.79
Portfolio	0.90	0.36	0.46	0.44	0.56	0.54	0.65	0.57	0.72	0.70	0.72	0.67	0.71	0.74	0.76	0.79	1.00

The correlation results are calculated based on daily price changes starting from Apr 4, 2014

Performance Analysis

Risk Analysis

Optimization

Factor Model

x.com/mouldcapital

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

Community