Compare investments
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@liam · Robinhood Roth IraS&P 500
Performance overlay
@liam · Robinhood Roth Ira-33.3%
+103.3 pts ahead
Range-33.29%
| Metric | @liam · Robinhood Roth Ira | S&P 500 |
|---|---|---|
| Performance | ||
| CAGR | -80.7% | +11.2% |
| Since inception | -33.3% | +70.0% |
| 1Y return | — | +15.0% |
| YTD return | -33.3% | +11.3% |
| Risk | ||
| Max drawdown | -39.1% | -25.4% |
| Volatility | +52.5% | +17.2% |
| Beta | — | — |
| Sharpe | -1.89 | 0.70 |
| Valuation | ||
| Blended P/E | — | 26.09 |
| Dividend yield | +0.8% | +1.0% |
| Composition | ||
| Holdings | 29 | — |
| Top-3 concentration | +49.5% | — |
| Turnover | +0.0% | — |
| Avg market cap | $699M | — |
Valuationsdials vs the ~50-yr S&P average · click a row for the scale
@liam · Robinhood Roth Ira−26% vs ~50-yr avg
S&P 500+65% vs ~50-yr avg
▸P/E5.0×−80% vs S&P24.9×benchmark
~50-yr S&P average · 18.5× ▾
CHEAPRICH
@liam · Robinhood Roth Ira 5.0× · S&P 500 24.9×
▸Fwd P/E5.6×−75% vs S&P22.5×benchmark
~50-yr S&P average · 15.5× ▾
CHEAPRICH
@liam · Robinhood Roth Ira 5.6× · S&P 500 22.5×
▸PEG—2.33benchmark
~50-yr S&P average · 0.96 ▾
CHEAPRICH
S&P 500 2.33
▸P/S0.7×−76% vs S&P3.0×benchmark
~50-yr S&P average · 1.7× ▾
CHEAPRICH
@liam · Robinhood Roth Ira 0.7× · S&P 500 3.0×
▸EV/FCF2.5×−89% vs S&P22.0×benchmark
~50-yr S&P average · 16.0× ▾
CHEAPRICH
@liam · Robinhood Roth Ira 2.5× · S&P 500 22.0×
▸Yield0.85%−0.4pt vs S&P1.25%benchmark
~50-yr S&P average · 2.90% ▾
CHEAPRICH
@liam · Robinhood Roth Ira 0.85% · 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 · Robinhood Roth Ira |
|---|---|
| DDI | 28.8% |
| LNSR | 10.8% |
| BMBL | 9.9% |
| GRSD | 9.2% |
| NNDM | 7.6% |
| GGR | 5.5% |
| ANF | 4.1% |
| GSL | 3.9% |
| SIRI | 3.8% |
| CROX | 2.3% |
| PYPL | 2.0% |
| PDD | 2.0% |
| KSPI | 1.7% |
| VTI | 1.6% |
| WU | 1.5% |
| CIG | 0.6% |
| NKE | 0.6% |
| LULU | 0.6% |
| MAPS | 0.6% |
| CHTR | 0.6% |
| FLCH | 0.5% |
| AVUV | 0.5% |
| MOH | 0.4% |
| O:BMBL270115C00005500 | 0.2% |
| FTLF | 0.2% |
| JD | 0.1% |
| RILY | 0.1% |
| YELP | 0.1% |
| EDV | 0.1% |