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@martinshkreli · July PortfolioS&P 500
Performance overlay
@martinshkreli · July Portfolio-20.6%
+91.7 pts ahead
Range-20.56%
| Metric | @martinshkreli · July Portfolio | S&P 500 |
|---|---|---|
| Performance | ||
| CAGR | -73.7% | +11.4% |
| Since inception | -20.6% | +71.1% |
| 1Y return | — | +16.2% |
| YTD return | -20.6% | +11.9% |
| Risk | ||
| Max drawdown | -30.5% | -25.4% |
| Volatility | +85.0% | +17.2% |
| Beta | — | — |
| Sharpe | -1.02 | 0.71 |
| Valuation | ||
| Blended P/E | — | 26.08 |
| Dividend yield | +0.1% | +1.0% |
| Composition | ||
| Holdings | 15 | — |
| Top-3 concentration | +43.3% | — |
| Turnover | +127.2% | — |
| Avg market cap | $23B | — |
Valuationsdials vs the ~50-yr S&P average · click a row for the scale
@martinshkreli · July Portfolio+88% vs ~50-yr avg
S&P 500+65% vs ~50-yr avg
▸P/E33.0×+32% vs S&P24.9×benchmark
~50-yr S&P average · 18.5× ▾
CHEAPRICH
@martinshkreli · July Portfolio 33.0× · S&P 500 24.9×
▸Fwd P/E19.3×−14% vs S&P22.5×benchmark
~50-yr S&P average · 15.5× ▾
CHEAPRICH
@martinshkreli · July Portfolio 19.3× · S&P 500 22.5×
▸PEG0.47−80% vs S&P2.33benchmark
~50-yr S&P average · 0.96 ▾
CHEAPRICH
@martinshkreli · July Portfolio 0.47 · S&P 500 2.33
▸P/S5.1×+71% vs S&P3.0×benchmark
~50-yr S&P average · 1.7× ▾
CHEAPRICH
@martinshkreli · July Portfolio 5.1× · S&P 500 3.0×
▸EV/FCF22.1×+0% vs S&P22.0×benchmark
~50-yr S&P average · 16.0× ▾
CHEAPRICH
@martinshkreli · July Portfolio 22.1× · S&P 500 22.0×
▸Yield0.39%−0.9pt vs S&P1.25%benchmark
~50-yr S&P average · 2.90% ▾
CHEAPRICH
@martinshkreli · July Portfolio 0.39% · S&P 500 1.25%
Dials and the CHEAP–RICH scale anchor on the ~50-yr S&P average (center tick) — so today's index can itself read rich. Sub-lines compare against the current S&P (full-index figures, as of 2026-08). Blends are value-weighted harmonic means with sanity bands, options/crypto/shorts excluded. ◆ marks the cheapest in the row.
Top holdings · % of entity
| Symbol | @martinshkreli · July Portfolio |
|---|---|
| MRNA | 27.5% |
| LITE | 8.0% |
| ADBE | 7.7% |
| SPRB | 7.3% |
| SRPT | 7.1% |
| BE | 6.9% |
| MU | 6.7% |
| SNPS | 6.1% |
| BCRX | 5.3% |
| STM | 4.9% |
| PFE | 4.1% |
| SPCX | 2.2% |
| QNT | 2.1% |
| INTC | 2.0% |
| ADI | 1.9% |