MRR Hopewell MidCap Portfolio 4/8/2020 - 5/10/2021
Performance Chart
Inception Date04/08/20
Sizing Method % Portfolio Weight (OLD)
Last Rebalanced (Every Week) 05/10/21
Ranking SystemGrowth Stocks
Total Market Value (inc. Cash)$174,072.15
Cash$10,373.51
Number of Positions9
Total Return74.07%
Benchmark Return52.31%
Active Return21.76%
Annualized Return66.47%
Annual Turnover66.76%
Max Drawdown-18.48%
Overall Winners (14/25) 56.00%
Sharpe Ratio2.36
Correlation with S&P 500 ($SP500)0.81