Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
GLD SPDR Gold Shares | Gold, Precious Metals | 37.31% |
SLV iShares Silver Trust | Precious Metals | 5.72% |
SPY State Street SPDR S&P 500 ETF | S&P 500 | 56.98% |
Transactions
| Date | Type | Symbol | Quantity | Price |
|---|---|---|---|---|
| Oct 22, 2025 | Buy | State Street SPDR S&P 500 ETF | 1 | $672.00 |
| Oct 22, 2025 | Buy | iShares Silver Trust | 1 | $44.13 |
| Oct 22, 2025 | Buy | SPDR Gold Shares | 1 | $378.47 |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in gold and silver bet with neil, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
| 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.11% | -3.43% | -3.84% | -1.98% | 16.08% | 16.86% | 10.37% | 12.29% |
Portfolio gold and silver bet with neil | -0.87% | -5.74% | 0.89% | — | — | — | — | — |
| Portfolio components: | ||||||||
SPY State Street SPDR S&P 500 ETF | 0.09% | -3.34% | -3.56% | -1.44% | 17.51% | 18.37% | 11.88% | 14.11% |
SLV iShares Silver Trust | -3.45% | -11.90% | 2.13% | 54.69% | 113.88% | 43.94% | 23.23% | 16.57% |
GLD SPDR Gold Shares | -1.92% | -8.27% | 8.35% | 21.03% | 49.02% | 32.51% | 21.53% | 13.97% |
Monthly Returns
Based on dividend-adjusted daily data since Oct 22, 2025, gold and silver bet with neil's average daily return is +0.06%, while the average monthly return is +0.86%. At this rate, your investment would double in approximately 6.7 years.
Historically, 71% of months were positive and 29% were negative. The best month was Jan 2026 with a return of +6.1%, while the worst month was Mar 2026 at -8.3%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 1 months.
On a daily basis, gold and silver bet with neil closed higher 58% of trading days. The best single day was Mar 31, 2026 with a return of +3.5%, while the worst single day was Jan 30, 2026 at -6.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.09% | 3.49% | -8.29% | 0.20% | 0.89% | ||||||||
| 2025 | -0.04% | 2.59% | 1.97% | 4.57% |
Benchmark Metrics
gold and silver bet with neil has an annualized alpha of 19.80%, beta of 0.92, and R² of 0.36 versus S&P 500 Index. Calculated based on daily prices since October 22, 2025.
- This portfolio captured 240.60% of S&P 500 Index gains but only 56.17% of its losses — a favorable profile for investors.
- R² of 0.36 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 19.80%
- Beta
- 0.92
- R²
- 0.36
- Upside Capture
- 240.60%
- Downside Capture
- 56.17%
Expense 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
Return / Risk — by metrics
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|---|
SPY State Street SPDR S&P 500 ETF | 53 | 0.92 | 1.45 | 1.22 | 1.51 | 7.11 |
SLV iShares Silver Trust | 81 | 2.00 | 2.13 | 1.38 | 2.70 | 8.21 |
GLD SPDR Gold Shares | 80 | 1.77 | 2.19 | 1.32 | 2.57 | 9.28 |
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Dividends
Dividend yield
gold and silver bet with neil provided a 0.33% dividend yield over the last twelve months.
| TTM | 2025 | |
|---|---|---|
| Portfolio | 0.33% | 0.17% |
Monthly Dividends
The table below shows the monthly dividends paid by this portfolio.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $1.80 | $0.00 | $1.80 | ||||||||
| 2025 | $0.00 | $0.00 | $1.99 | $1.99 |
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 gold and silver bet with neil. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the gold and silver bet with neil was 14.43%, occurring on Mar 26, 2026. The portfolio has not yet recovered.
The current gold and silver bet with neil drawdown is 11.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.43% | Jan 29, 2026 | 40 | Mar 26, 2026 | — | — | — |
| -3.98% | Nov 13, 2025 | 6 | Nov 20, 2025 | 5 | Nov 28, 2025 | 11 |
| -3.01% | Dec 29, 2025 | 3 | Dec 31, 2025 | 3 | Jan 6, 2026 | 6 |
| -1.71% | Oct 27, 2025 | 9 | Nov 6, 2025 | 2 | Nov 10, 2025 | 11 |
| -0.8% | Dec 12, 2025 | 4 | Dec 17, 2025 | 2 | Dec 19, 2025 | 6 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 3 assets, with an effective number of assets of 2.14, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| Benchmark | SPY | GLD | SLV | Portfolio | |
|---|---|---|---|---|---|
| Benchmark | 1.00 | 1.00 | 0.24 | 0.28 | 0.61 |
| SPY | 1.00 | 1.00 | 0.24 | 0.28 | 0.61 |
| GLD | 0.24 | 0.24 | 1.00 | 0.81 | 0.87 |
| SLV | 0.28 | 0.28 | 0.81 | 1.00 | 0.83 |
| Portfolio | 0.61 | 0.61 | 0.87 | 0.83 | 1.00 |