Compare investments
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@liam · RH IndividualS&P 500
Performance overlay
@liam · RH Individual-7.2%
+77.2 pts ahead
Range-7.18%
| Metric | @liam · RH Individual | S&P 500 |
|---|---|---|
| Performance | ||
| CAGR | -30.1% | +11.2% |
| Since inception | -7.2% | +70.0% |
| 1Y return | — | +15.0% |
| YTD return | -7.2% | +11.3% |
| Risk | ||
| Max drawdown | -25.0% | -25.4% |
| Volatility | +41.1% | +17.2% |
| Beta | — | — |
| Sharpe | -0.39 | 0.70 |
| Valuation | ||
| Blended P/E | — | 26.09 |
| Dividend yield | — | +1.0% |
| Composition | ||
| Holdings | 9 | — |
| Top-3 concentration | +86.3% | — |
| Turnover | +0.0% | — |
| Avg market cap | $124M | — |
Valuationsdials vs the ~50-yr S&P average · click a row for the scale
@liam · RH Individual−70% vs ~50-yr avg
S&P 500+65% vs ~50-yr avg
▸P/E3.6×−86% vs S&P24.9×benchmark
~50-yr S&P average · 18.5× ▾
CHEAPRICH
@liam · RH Individual 3.6× · S&P 500 24.9×
▸Fwd P/E7.3×−68% vs S&P22.5×benchmark
~50-yr S&P average · 15.5× ▾
CHEAPRICH
@liam · RH Individual 7.3× · S&P 500 22.5×
▸PEG—2.33benchmark
~50-yr S&P average · 0.96 ▾
CHEAPRICH
S&P 500 2.33
▸P/S0.4×−86% vs S&P3.0×benchmark
~50-yr S&P average · 1.7× ▾
CHEAPRICH
@liam · RH Individual 0.4× · S&P 500 3.0×
▸EV/FCF4.7×−79% vs S&P22.0×benchmark
~50-yr S&P average · 16.0× ▾
CHEAPRICH
@liam · RH Individual 4.7× · S&P 500 22.0×
▸Yield—1.25%benchmark
~50-yr S&P average · 2.90% ▾
CHEAPRICH
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 | @liam · RH Individual |
|---|---|
| LNSR | 34.2% |
| GGR | 26.0% |
| BMBL | 26.0% |
| GRSD | 4.8% |
| DXYZ | 4.3% |
| DDI | 3.2% |
| SFM | 0.9% |
| LUKOY | 0.4% |
| GRAL | 0.1% |