MRR Value Portfolio 4/8/2020 - 5/10/2021
Performance Chart
Inception Date04/08/20
Sizing Method % Portfolio Weight
Last Rebalanced (Every Week) 05/03/21
Ranking SystemAll-Stars: Buffett
Total Market Value (inc. Cash)$194,593.82
Cash$20.46
Number of Positions10
Total Return94.59%
Benchmark Return52.31%
Active Return42.29%
Annualized Return84.43%
Annual Turnover31.84%
Max Drawdown-9.23%
Overall Winners (14/16) 87.50%
Sharpe Ratio3.92
Correlation with S&P 500 ($SP500)0.68