Strategy: αc Compound Portfolio IV

Investment Objective

Aggressive Long-Term Capital Appreciation

Annualized Return

33%

Time
Horizon

5+ years

Rebalancing Frequency

N/A

About

A buy-and-hold portfolio consisting of a number of stable companies with high long-term growth.

Period: December 1997 - March 2021.

Compare with
S&P 500 (US Large Cap) (SP500.X)
  • 🚀 Performance

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    αc Compound Portfolio IV
    • Annualized Return: 33.01%
    • Sharpe: 1.32
    • Sortino: 1.98
    S&P 500 (US Large Cap)
    • Annualized Return: 8.01%
    • Sharpe: 0.49
    • Sortino: 0.69
  • 📉 Downturns

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    αc Compound Portfolio IV
    • Max Drawdown: -44.06%
    • Average recovery time of large downturns: 12 months
    S&P 500 (US Large Cap)
    • Max Drawdown: -55.2%
    • Average recovery time of large downturns: 31 months
  • 📊 Historical annual returns

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    αc Compound Portfolio IV
    • Positive year ratio: 88%
    • Outperformance ratio (vs. benchmark): 92%
    S&P 500 (US Large Cap)
    • Positive year ratio: 79%
  • 📅 Historical monthly returns

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