Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
GLD SPDR Gold Shares | Gold, Precious Metals | 7.14% |
IAU iShares Gold Trust | Gold, Precious Metals | 7.14% |
GDX VanEck Gold Miners ETF | Gold, Precious Metals | 7.14% |
NEM Newmont Corporation | Basic Materials | 7.14% |
GOLD Barrick Mining Corporation | Basic Materials | 7.14% |
FNV Franco-Nevada Corporation | Basic Materials | 7.14% |
AEM Agnico Eagle Mines Limited | Basic Materials | 7.14% |
RGLD Royal Gold, Inc. | Basic Materials | 7.14% |
GORO Gold Resource Corporation | Basic Materials | 7.14% |
GDXJ VanEck Junior Gold Miners ETF | Gold, Precious Metals, Materials | 7.14% |
DRD DRDGOLD Limited | Basic Materials | 7.14% |
SAND Sandstorm Gold Ltd. | Basic Materials | 7.14% |
AU AngloGold Ashanti Limited | Basic Materials | 7.14% |
KGC Kinross Gold Corporation | Basic Materials | 7.14% |
Find the right asset allocation for 025 золото +kgc
Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio OptimizerPerformance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in 025 золото +kgc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.
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Returns By Period
Click Calculate to get resultsMonthly Returns
Click Calculate to get resultsExpense Ratio
025 золото +kgc has an expense ratio of 0.12%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
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Dividends
Dividend yield
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the 025 золото +kgc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The portfolio has not yet recovered.
The current 025 золото +kgc drawdown is 27.01%.
Click Calculate to get resultsVolatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
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Diversification Ratio
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