Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
SBIO.L Invesco Nasdaq Biotech UCITS ETF | Health & Biotech Equities | 24.51% |
PSRU.L | 12.74% | |
VHYG.L Vanguard FTSE All-World High Dividend Yield UCITS ETF | Global Equities | 12.74% |
CSWG.L Amundi MSCI Switzerland UCITS ETF CHF | Europe Equities | 12.56% |
ELLE.L Lyxor Index Fund - Lyxor Global Gender Equality (DR) Ucits ETF | Global Equities | 12.56% |
ESGE.L Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc | Europe Equities | 12.50% |
NRJL.L Lyxor MSCI New Energy ESG Filtered (DR) UCITS ETF - Dist | Energy Equities | 12.39% |
Find the right asset allocation for (no name)
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Performance Chart
The chart shows the growth of an initial investment of $10,000 in (no name), 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
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Click Calculate to get resultsExpense Ratio
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 (no name). 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.
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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