Moods is a premier investment research and financial education company dedicated to empowering analysts and investors. We provide in-depth insights, expert knowledge, and comprehensive training, enabling individuals and institutions to make informed, self-directed investment decisions—without relying on financial advisors.
We provide affordable and comprehensive investment research services designed to empower self-directed investors. Our insights help you make informed decisions and stay on track to achieve your long-term financial goals.
Our team of experienced analysts offers financial education and training workshops designed to enhance your analytical skills and investment knowledge, empowering you to make confident and informed investment decisions.
Key Performance Metrics
Period = May 2017 – October 2024 (~7.4 years)
Cumulative Return: 154.03% (May 2017 - Oct 2024)
The annualized return for the portfolio from May 2017 to October 2024 is approximately 13.39% per year.
The annualized return for the S&P 500 Total Return Index (SPXTR) over the same period (May 2017 – October 2024) is approximately 11.10% per year.
Moods Portfolio 1: 13.39% per year
S&P 500 TR Index: 11.10% per year
Our portfolio has outperformed the S&P 500 TR Index by approximately 2.29% annually over this period
Best Return: 26.12% (Jun 2020)
Worst Return: -12.81% (Aug 2019)
Max Drawdown: 28.54% (Jan 2018 - Oct 2019)
Sharpe Ratio: 0.62
Standard Deviation: 5.68%
Top Performers (% Contribution to Portfolio)
1211: 31.75%
BRK B: 18.14%
META: 17.67%
Bottom Performers (% Contribution to Portfolio)
BAC: -2.48%
GLIN: -2.47%
DB: -1.94%
Asset Allocation (%)
Equities: 80.15%
Cash: 13.81%
Fixed Income (Bonds): 6.05%
Disclosure: To test our analysis, we have this Model portfolio. The Directors have their personal capital invested in this portfolio. They might choose to invest a portion of the funds or hold some cash in their personal account. This ensures their financial interests stay closely aligned with the success of their investment analysis and model, while also giving them flexibility in managing their capital. Financial details remain undisclosed as our model operates as a close ended private investment fund, not accessible to public for investment.
Disclaimer: This is for educational and illustrative purposes only. Past performance of any investment portfolio is not indicative of future results. Investments inherently carry risks, including the potential loss of principal capital. Market conditions, economic factors, geopolitical events, and other variables may cause actual outcomes to differ materially from historical returns or expectations.
No representation or guarantee is made that any strategy will achieve its objectives, generate profits, or avoid losses. Investors should not rely solely on historical data or individual experiences when making decisions, as these do not ensure success in changing environments.
All investments involve speculative risks, and individuals should carefully assess their financial position, risk tolerance, and investment goals before committing capital. Investors need to consult a qualified financial advisor, tax professional, or legal counsel to evaluate suitability for their unique circumstances.
This performance overview is for educational and informational purposes only and does not constitute financial, legal, or investment advice.
The charting technology is provided by TradingView, a platform for traders and investors. With its advanced analytical tools, such as the Economic calendar or Stock screener, the platform lets you dive into comprehensive market analysis and prepare for trades.
