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TSLA354.72-14.42|
NVDA875.20+12.50|
MSFT412.88+2.15|
AMZN182.30-0.87|
META509.14+5.67|
GOOGL174.92+1.44|
BRKB366.50+0.23|
JPM197.35-1.12|
V271.44+0.89|
FTSE1008412.30+23.50|
GBPUSD1.27+0.00|
GOLD2045.80+8.40|
AAPL343.46-2.63|
TSLA354.72-14.42|
NVDA875.20+12.50|
MSFT412.88+2.15|
AMZN182.30-0.87|
META509.14+5.67|
GOOGL174.92+1.44|
BRKB366.50+0.23|
JPM197.35-1.12|
V271.44+0.89|
FTSE1008412.30+23.50|
GBPUSD1.27+0.00|
GOLD2045.80+8.40|
Fund Performance
Portfolio & League Tables
Real performance. Real returns. Ranked by our proprietary scoring methodology. Updated daily.
Fund Performance Comparison — YTD & 1Y Returns (%)
Stratton Oakmont Fund League
①
BGFBelfort Growth Fund
AggressiveTech Growth
+23.4%
YTD
②
OAFOakmont Alpha Fund
HighEquities
+18.7%
YTD
③
SCEStratton Core Equity
MediumEquities
+12.3%
YTD
4
SGMSO Global Macro
HighMulti-Asset
+15.6%
YTD
5
CIFCollingham Income Fund
LowFixed Income
+8.9%
YTD
6
SOASO Alternatives
AggressiveAlternatives
+28.1%
YTD
Historical Performance
Sector Allocation
- Technology
- Financials
- Industrials
- Healthcare
- Consumer Discretionary
Technology
32.2%Financials
20.6%Industrials
18.5%Healthcare
17.4%Consumer Discretionary
11.4%Risk-Adjusted Performance Metrics
Sharpe Ratio
-30.45
Return per unit of risk (>1 is good)
Sortino Ratio
-43.63
Return per downside risk (>2 is good)
Max Drawdown
217.84%
Largest peak-to-trough loss
Volatility
0.13%
Annualized price volatility
Metric Interpretation
Sharpe Ratio: Higher is better. Measures excess return per unit of risk. >1 indicates strong risk-adjusted returns.
Sortino Ratio: Higher is better. Like Sharpe but only penalizes downside volatility. >2 is excellent.
Max Drawdown: Lower is better. Shows worst-case loss from peak to trough. <15% is conservative.
Volatility: Lower is less risky. Annualized standard deviation of returns. Typical equity portfolio: 10-20%.
Benchmark Comparison
12-Month Performance Tracking
- Your Portfolio
- S&P 500
- Nasdaq 100
- FTSE 100
vs S&P 500
Your Portfolio
15.5%
Benchmark
-0.1%
+15.7%
Outperforming
vs Nasdaq 100
Your Portfolio
15.5%
Benchmark
9.0%
+6.5%
Outperforming
vs FTSE 100
Your Portfolio
15.5%
Benchmark
-1.5%
+17.0%
Outperforming
Your Portfolio
15.5%
12-month return
Performance Summary
Your portfolio returned 15.5% over the last 12 months, outperforming the S&P 500 by 15.7%.
Relative to the tech-heavy Nasdaq 100, your portfolio outperformed by 6.5%.
BGF
Belfort Growth Fund
YTD
+23.4%
1 Year
+31.2%
3 Year
+94.5%
AUM
£420M
ManagerLloyd Collingham
CategoryTech Growth
RiskAggressive
Performance Radar
