SimoneRizzetto88
https://www.etoro.com/people/simonerizzetto88
Asset Allocation
Performance
The chart shows the growth of an initial investment of $10,000 in SimoneRizzetto88, 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 Quarterly
Returns
1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
Benchmark | 0.33% | 11.48% | 14.66% | 16.16% | 4.22% | N/A |
SimoneRizzetto88 | -1.60% | 16.10% | 41.21% | 38.03% | 3.58% | N/A |
Portfolio components: | ||||||
AAPL Apple Inc. | -0.98% | 10.72% | 35.64% | 14.84% | 16.66% | N/A |
GOOG | 3.78% | 26.66% | 51.68% | 34.58% | 11.07% | N/A |
META | 4.20% | 46.70% | 149.02% | 110.86% | 1.56% | N/A |
MSFT | -0.52% | 16.02% | 34.67% | 35.54% | 14.46% | N/A |
AMZN Amazon.com, Inc. | 0.77% | 37.06% | 61.06% | 14.13% | -4.62% | N/A |
NVDA | -7.50% | 55.37% | 189.13% | 218.72% | 58.97% | N/A |
BIDU Baidu, Inc. | 2.20% | -13.07% | 14.69% | 9.71% | -17.98% | N/A |
1810.HK Xiaomi Corp | 2.95% | -3.13% | 7.61% | 21.41% | -26.22% | N/A |
UBER | 4.96% | 49.29% | 88.23% | 52.77% | -5.25% | N/A |
PYPL | -0.20% | -16.12% | -14.55% | -33.25% | -41.07% | N/A |
AMD Advanced Micro Devices, Inc. | -5.04% | 0.06% | 54.92% | 34.72% | 11.43% | N/A |
0700.HK Tencent Holdings Ltd | -2.92% | -16.83% | -1.38% | 15.81% | -20.16% | N/A |
9988.HK Alibaba Group Holding Ltd | -3.11% | -1.66% | -2.26% | 2.07% | -31.47% | N/A |
9618.HK Jd Com Inc | -9.99% | -24.38% | -45.76% | -45.01% | -31.27% | N/A |
SPY | 0.46% | 12.37% | 15.97% | 18.06% | 5.71% | N/A |
QQQ | 0.46% | 18.02% | 37.50% | 29.43% | 6.57% | N/A |
XLV | -0.82% | 5.65% | -1.97% | 8.97% | 6.44% | N/A |
HYG | 0.86% | 3.79% | 5.10% | 7.22% | -1.19% | N/A |
IEFA | 1.33% | 4.56% | 9.63% | 22.43% | -0.40% | N/A |
IEMG | 1.00% | 2.31% | 5.03% | 8.80% | -7.94% | N/A |
IJR | -2.07% | 4.44% | 2.18% | 5.22% | -3.24% | N/A |
ARKF ARK Fintech Innovation ETF | -0.71% | 11.27% | 37.70% | 18.87% | -30.34% | N/A |
ARKK ARK Innovation ETF | 0.27% | 8.78% | 31.63% | 1.93% | -32.66% | N/A |
ARKW ARK Next Generation Internet ETF | 0.20% | 9.45% | 42.72% | 11.38% | -30.24% | N/A |
TAN | -2.24% | -25.88% | -25.23% | -32.86% | -17.46% | N/A |
ILMN | -15.09% | -36.23% | -31.58% | -30.19% | -31.75% | N/A |
SGEN | 6.54% | 4.49% | 61.07% | 46.23% | 17.27% | N/A |
VTI | 0.40% | 12.10% | 15.20% | 16.72% | 3.79% | N/A |
ISRG | 1.67% | 19.43% | 10.03% | 49.69% | 7.56% | N/A |
BND Vanguard Total Bond Market ETF | 0.27% | -3.11% | 0.29% | -0.33% | -4.62% | N/A |
VNQ | 1.06% | 6.34% | 0.04% | -2.31% | -2.09% | N/A |
EMB | 0.83% | 0.65% | 2.99% | 6.18% | -5.37% | N/A |
EXAS | -10.88% | 11.53% | 47.34% | 100.96% | -18.58% | N/A |
GH | -24.96% | 12.01% | 0.81% | -48.96% | -47.98% | N/A |
XBI | -5.14% | 0.84% | -10.43% | -6.05% | -19.59% | N/A |
SKYY | 0.61% | 21.12% | 33.71% | 20.91% | -7.15% | N/A |
CRSR Corsair Gaming, Inc. | 0.00% | -11.82% | 9.95% | 16.84% | -26.82% | N/A |
MRNA | -10.93% | -30.71% | -42.36% | -17.68% | -5.12% | N/A |
CRSP CRISPR Therapeutics AG | -4.92% | 7.93% | 14.54% | -30.14% | -29.73% | N/A |
SURF | 12.87% | 72.03% | 30.49% | -6.14% | -52.54% | N/A |
VXUS | 1.42% | 4.35% | 8.29% | 17.37% | -2.07% | N/A |
BBIO BridgeBio Pharma, Inc. | -2.15% | 104.20% | 263.91% | 158.92% | -25.54% | N/A |
BNTX BioNTech SE | -12.28% | -16.06% | -27.70% | -15.31% | 2.06% | N/A |
TXG | -1.82% | -7.34% | 24.70% | 50.31% | -39.94% | N/A |
ARKX ARK Space Exploration & Innovation ETF | -0.88% | 4.73% | 13.44% | 5.28% | -13.34% | N/A |
ARVN Arvinas, Inc. | -7.98% | -8.01% | -29.17% | -44.81% | -30.88% | N/A |
ARKG ARK Genomic Revolution Multi-Sector ETF | -6.24% | 2.62% | 2.80% | -14.47% | -33.86% | N/A |
ARKQ ARK Autonomous Technology & Robotics ETF | 0.94% | 11.65% | 30.53% | 9.13% | -15.17% | N/A |
USD=X | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | N/A |
Returns over 1 year are annualized |
Asset Correlations Table
USD=X | 9988.HK | 1810.HK | BND | 9618.HK | 0700.HK | SGEN | BNTX | SURF | MRNA | ARVN | BBIO | EMB | XLV | BIDU | CRSP | VNQ | GH | ILMN | UBER | AMD | CRSR | TAN | EXAS | META | AAPL | TXG | ISRG | GOOG | AMZN | MSFT | NVDA | PYPL | IEMG | XBI | IEFA | IJR | HYG | VXUS | SPY | ARKG | ARKW | ARKK | VTI | QQQ | ARKX | ARKF | SKYY | ARKQ | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
USD=X | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
9988.HK | 0.00 | 1.00 | 0.63 | -0.02 | 0.74 | 0.72 | 0.03 | 0.06 | 0.12 | 0.06 | 0.08 | 0.04 | 0.06 | -0.01 | 0.30 | 0.09 | 0.08 | 0.09 | 0.11 | 0.09 | 0.04 | 0.14 | 0.14 | 0.09 | 0.10 | 0.05 | 0.12 | 0.06 | 0.09 | 0.08 | 0.07 | 0.10 | 0.07 | 0.29 | 0.05 | 0.12 | 0.08 | 0.07 | 0.18 | 0.09 | 0.10 | 0.14 | 0.13 | 0.10 | 0.10 | 0.12 | 0.15 | 0.14 | 0.15 |
1810.HK | 0.00 | 0.63 | 1.00 | -0.05 | 0.66 | 0.64 | 0.03 | 0.08 | 0.11 | 0.07 | 0.08 | 0.07 | 0.07 | -0.01 | 0.34 | 0.09 | 0.08 | 0.13 | 0.11 | 0.09 | 0.08 | 0.13 | 0.16 | 0.14 | 0.08 | 0.04 | 0.15 | 0.07 | 0.10 | 0.08 | 0.08 | 0.10 | 0.06 | 0.35 | 0.07 | 0.14 | 0.08 | 0.07 | 0.22 | 0.08 | 0.12 | 0.14 | 0.13 | 0.09 | 0.10 | 0.13 | 0.15 | 0.15 | 0.14 |
BND | 0.00 | -0.02 | -0.05 | 1.00 | -0.01 | -0.01 | 0.14 | 0.11 | 0.09 | 0.17 | 0.11 | 0.15 | 0.68 | 0.18 | 0.04 | 0.14 | 0.26 | 0.15 | 0.22 | 0.13 | 0.12 | 0.14 | 0.16 | 0.17 | 0.13 | 0.14 | 0.18 | 0.23 | 0.15 | 0.19 | 0.18 | 0.14 | 0.17 | 0.11 | 0.16 | 0.17 | 0.09 | 0.48 | 0.15 | 0.15 | 0.23 | 0.19 | 0.20 | 0.15 | 0.18 | 0.19 | 0.20 | 0.19 | 0.16 |
9618.HK | 0.00 | 0.74 | 0.66 | -0.01 | 1.00 | 0.73 | 0.06 | 0.09 | 0.11 | 0.08 | 0.13 | 0.11 | 0.10 | -0.01 | 0.36 | 0.13 | 0.07 | 0.12 | 0.12 | 0.13 | 0.12 | 0.17 | 0.20 | 0.15 | 0.12 | 0.08 | 0.15 | 0.08 | 0.11 | 0.11 | 0.10 | 0.14 | 0.12 | 0.36 | 0.11 | 0.15 | 0.11 | 0.13 | 0.23 | 0.12 | 0.15 | 0.17 | 0.16 | 0.13 | 0.14 | 0.17 | 0.19 | 0.17 | 0.20 |
0700.HK | 0.00 | 0.72 | 0.64 | -0.01 | 0.73 | 1.00 | 0.09 | 0.12 | 0.14 | 0.09 | 0.14 | 0.08 | 0.12 | 0.01 | 0.39 | 0.12 | 0.05 | 0.15 | 0.13 | 0.16 | 0.06 | 0.18 | 0.18 | 0.17 | 0.13 | 0.11 | 0.18 | 0.10 | 0.16 | 0.15 | 0.11 | 0.12 | 0.11 | 0.40 | 0.11 | 0.17 | 0.10 | 0.11 | 0.25 | 0.11 | 0.15 | 0.18 | 0.16 | 0.12 | 0.15 | 0.15 | 0.19 | 0.17 | 0.19 |
SGEN | 0.00 | 0.03 | 0.03 | 0.14 | 0.06 | 0.09 | 1.00 | 0.26 | 0.28 | 0.31 | 0.35 | 0.34 | 0.23 | 0.31 | 0.21 | 0.39 | 0.31 | 0.31 | 0.31 | 0.29 | 0.28 | 0.28 | 0.31 | 0.35 | 0.30 | 0.24 | 0.35 | 0.33 | 0.25 | 0.27 | 0.27 | 0.26 | 0.28 | 0.27 | 0.48 | 0.27 | 0.31 | 0.32 | 0.28 | 0.32 | 0.43 | 0.39 | 0.41 | 0.34 | 0.34 | 0.37 | 0.38 | 0.36 | 0.38 |
BNTX | 0.00 | 0.06 | 0.08 | 0.11 | 0.09 | 0.12 | 0.26 | 1.00 | 0.20 | 0.77 | 0.30 | 0.21 | 0.24 | 0.37 | 0.26 | 0.33 | 0.26 | 0.35 | 0.32 | 0.28 | 0.29 | 0.28 | 0.31 | 0.29 | 0.32 | 0.26 | 0.35 | 0.31 | 0.33 | 0.24 | 0.30 | 0.30 | 0.30 | 0.30 | 0.40 | 0.31 | 0.29 | 0.31 | 0.31 | 0.34 | 0.41 | 0.38 | 0.40 | 0.35 | 0.36 | 0.34 | 0.38 | 0.38 | 0.36 |
SURF | 0.00 | 0.12 | 0.11 | 0.09 | 0.11 | 0.14 | 0.28 | 0.20 | 1.00 | 0.27 | 0.34 | 0.38 | 0.21 | 0.20 | 0.29 | 0.42 | 0.24 | 0.42 | 0.30 | 0.39 | 0.30 | 0.31 | 0.36 | 0.38 | 0.29 | 0.23 | 0.42 | 0.30 | 0.26 | 0.27 | 0.21 | 0.34 | 0.38 | 0.31 | 0.53 | 0.30 | 0.40 | 0.34 | 0.33 | 0.33 | 0.51 | 0.48 | 0.49 | 0.37 | 0.34 | 0.48 | 0.47 | 0.42 | 0.50 |
MRNA | 0.00 | 0.06 | 0.07 | 0.17 | 0.08 | 0.09 | 0.31 | 0.77 | 0.27 | 1.00 | 0.33 | 0.29 | 0.27 | 0.37 | 0.28 | 0.40 | 0.30 | 0.42 | 0.40 | 0.31 | 0.34 | 0.30 | 0.37 | 0.39 | 0.35 | 0.33 | 0.43 | 0.37 | 0.35 | 0.30 | 0.36 | 0.37 | 0.37 | 0.33 | 0.47 | 0.35 | 0.34 | 0.38 | 0.35 | 0.38 | 0.50 | 0.46 | 0.48 | 0.40 | 0.43 | 0.41 | 0.45 | 0.43 | 0.43 |
ARVN | 0.00 | 0.08 | 0.08 | 0.11 | 0.13 | 0.14 | 0.35 | 0.30 | 0.34 | 0.33 | 1.00 | 0.48 | 0.24 | 0.36 | 0.27 | 0.50 | 0.32 | 0.44 | 0.39 | 0.40 | 0.29 | 0.33 | 0.37 | 0.46 | 0.33 | 0.32 | 0.46 | 0.37 | 0.32 | 0.38 | 0.33 | 0.33 | 0.35 | 0.31 | 0.64 | 0.34 | 0.41 | 0.38 | 0.34 | 0.41 | 0.60 | 0.47 | 0.53 | 0.43 | 0.42 | 0.46 | 0.46 | 0.47 | 0.47 |
BBIO | 0.00 | 0.04 | 0.07 | 0.15 | 0.11 | 0.08 | 0.34 | 0.21 | 0.38 | 0.29 | 0.48 | 1.00 | 0.30 | 0.25 | 0.36 | 0.54 | 0.35 | 0.46 | 0.35 | 0.44 | 0.30 | 0.38 | 0.45 | 0.53 | 0.35 | 0.32 | 0.50 | 0.34 | 0.27 | 0.35 | 0.27 | 0.31 | 0.40 | 0.37 | 0.70 | 0.35 | 0.44 | 0.41 | 0.38 | 0.38 | 0.65 | 0.53 | 0.58 | 0.42 | 0.40 | 0.49 | 0.52 | 0.47 | 0.52 |
EMB | 0.00 | 0.06 | 0.07 | 0.68 | 0.10 | 0.12 | 0.23 | 0.24 | 0.21 | 0.27 | 0.24 | 0.30 | 1.00 | 0.40 | 0.24 | 0.30 | 0.50 | 0.31 | 0.39 | 0.35 | 0.36 | 0.36 | 0.36 | 0.34 | 0.37 | 0.39 | 0.35 | 0.45 | 0.41 | 0.43 | 0.42 | 0.40 | 0.41 | 0.47 | 0.36 | 0.56 | 0.42 | 0.73 | 0.55 | 0.49 | 0.45 | 0.43 | 0.43 | 0.50 | 0.48 | 0.49 | 0.45 | 0.46 | 0.47 |
XLV | 0.00 | -0.01 | -0.01 | 0.18 | -0.01 | 0.01 | 0.31 | 0.37 | 0.20 | 0.37 | 0.36 | 0.25 | 0.40 | 1.00 | 0.19 | 0.29 | 0.62 | 0.35 | 0.50 | 0.30 | 0.32 | 0.37 | 0.33 | 0.35 | 0.41 | 0.52 | 0.37 | 0.66 | 0.48 | 0.39 | 0.56 | 0.37 | 0.41 | 0.38 | 0.47 | 0.58 | 0.51 | 0.53 | 0.54 | 0.69 | 0.45 | 0.40 | 0.41 | 0.67 | 0.57 | 0.50 | 0.41 | 0.48 | 0.45 |
BIDU | 0.00 | 0.30 | 0.34 | 0.04 | 0.36 | 0.39 | 0.21 | 0.26 | 0.29 | 0.28 | 0.27 | 0.36 | 0.24 | 0.19 | 1.00 | 0.42 | 0.27 | 0.40 | 0.33 | 0.41 | 0.40 | 0.46 | 0.49 | 0.43 | 0.42 | 0.34 | 0.45 | 0.33 | 0.39 | 0.38 | 0.37 | 0.38 | 0.42 | 0.73 | 0.43 | 0.46 | 0.40 | 0.36 | 0.58 | 0.42 | 0.52 | 0.54 | 0.55 | 0.45 | 0.47 | 0.50 | 0.57 | 0.51 | 0.57 |
CRSP | 0.00 | 0.09 | 0.09 | 0.14 | 0.13 | 0.12 | 0.39 | 0.33 | 0.42 | 0.40 | 0.50 | 0.54 | 0.30 | 0.29 | 0.42 | 1.00 | 0.34 | 0.55 | 0.45 | 0.51 | 0.39 | 0.48 | 0.51 | 0.58 | 0.40 | 0.39 | 0.54 | 0.38 | 0.36 | 0.40 | 0.35 | 0.41 | 0.50 | 0.44 | 0.75 | 0.37 | 0.48 | 0.45 | 0.41 | 0.44 | 0.78 | 0.64 | 0.72 | 0.47 | 0.48 | 0.57 | 0.62 | 0.56 | 0.63 |
VNQ | 0.00 | 0.08 | 0.08 | 0.26 | 0.07 | 0.05 | 0.31 | 0.26 | 0.24 | 0.30 | 0.32 | 0.35 | 0.50 | 0.62 | 0.27 | 0.34 | 1.00 | 0.37 | 0.47 | 0.36 | 0.38 | 0.47 | 0.43 | 0.38 | 0.44 | 0.52 | 0.44 | 0.57 | 0.48 | 0.46 | 0.52 | 0.43 | 0.47 | 0.47 | 0.47 | 0.62 | 0.69 | 0.63 | 0.61 | 0.71 | 0.50 | 0.51 | 0.50 | 0.72 | 0.60 | 0.62 | 0.53 | 0.57 | 0.56 |
GH | 0.00 | 0.09 | 0.13 | 0.15 | 0.12 | 0.15 | 0.31 | 0.35 | 0.42 | 0.42 | 0.44 | 0.46 | 0.31 | 0.35 | 0.40 | 0.55 | 0.37 | 1.00 | 0.49 | 0.51 | 0.41 | 0.42 | 0.46 | 0.63 | 0.42 | 0.37 | 0.62 | 0.49 | 0.41 | 0.45 | 0.41 | 0.46 | 0.50 | 0.43 | 0.61 | 0.37 | 0.43 | 0.44 | 0.41 | 0.46 | 0.72 | 0.68 | 0.72 | 0.49 | 0.52 | 0.58 | 0.67 | 0.63 | 0.64 |
ILMN | 0.00 | 0.11 | 0.11 | 0.22 | 0.12 | 0.13 | 0.31 | 0.32 | 0.30 | 0.40 | 0.39 | 0.35 | 0.39 | 0.50 | 0.33 | 0.45 | 0.47 | 0.49 | 1.00 | 0.43 | 0.44 | 0.46 | 0.47 | 0.52 | 0.46 | 0.46 | 0.58 | 0.54 | 0.46 | 0.48 | 0.49 | 0.47 | 0.52 | 0.41 | 0.53 | 0.45 | 0.47 | 0.49 | 0.46 | 0.56 | 0.63 | 0.60 | 0.61 | 0.58 | 0.58 | 0.59 | 0.60 | 0.60 | 0.59 |
UBER | 0.00 | 0.09 | 0.09 | 0.13 | 0.13 | 0.16 | 0.29 | 0.28 | 0.39 | 0.31 | 0.40 | 0.44 | 0.35 | 0.30 | 0.41 | 0.51 | 0.36 | 0.51 | 0.43 | 1.00 | 0.45 | 0.45 | 0.48 | 0.55 | 0.50 | 0.43 | 0.50 | 0.46 | 0.48 | 0.54 | 0.43 | 0.51 | 0.57 | 0.50 | 0.56 | 0.50 | 0.54 | 0.50 | 0.52 | 0.55 | 0.64 | 0.68 | 0.69 | 0.58 | 0.58 | 0.63 | 0.69 | 0.64 | 0.66 |
AMD | 0.00 | 0.04 | 0.08 | 0.12 | 0.12 | 0.06 | 0.28 | 0.29 | 0.30 | 0.34 | 0.29 | 0.30 | 0.36 | 0.32 | 0.40 | 0.39 | 0.38 | 0.41 | 0.44 | 0.45 | 1.00 | 0.51 | 0.49 | 0.45 | 0.56 | 0.57 | 0.45 | 0.49 | 0.61 | 0.59 | 0.65 | 0.81 | 0.53 | 0.53 | 0.45 | 0.54 | 0.53 | 0.53 | 0.56 | 0.66 | 0.55 | 0.65 | 0.62 | 0.67 | 0.76 | 0.64 | 0.66 | 0.69 | 0.68 |
CRSR | 0.00 | 0.14 | 0.13 | 0.14 | 0.17 | 0.18 | 0.28 | 0.28 | 0.31 | 0.30 | 0.33 | 0.38 | 0.36 | 0.37 | 0.46 | 0.48 | 0.47 | 0.42 | 0.46 | 0.45 | 0.51 | 1.00 | 0.50 | 0.48 | 0.49 | 0.50 | 0.51 | 0.45 | 0.50 | 0.49 | 0.46 | 0.50 | 0.53 | 0.55 | 0.54 | 0.54 | 0.62 | 0.55 | 0.57 | 0.61 | 0.60 | 0.65 | 0.63 | 0.64 | 0.61 | 0.68 | 0.66 | 0.65 | 0.68 |
TAN | 0.00 | 0.14 | 0.16 | 0.16 | 0.20 | 0.18 | 0.31 | 0.31 | 0.36 | 0.37 | 0.37 | 0.45 | 0.36 | 0.33 | 0.49 | 0.51 | 0.43 | 0.46 | 0.47 | 0.48 | 0.49 | 0.50 | 1.00 | 0.53 | 0.42 | 0.44 | 0.54 | 0.44 | 0.43 | 0.45 | 0.46 | 0.51 | 0.48 | 0.59 | 0.56 | 0.52 | 0.55 | 0.49 | 0.57 | 0.55 | 0.65 | 0.65 | 0.66 | 0.59 | 0.59 | 0.66 | 0.66 | 0.64 | 0.70 |
EXAS | 0.00 | 0.09 | 0.14 | 0.17 | 0.15 | 0.17 | 0.35 | 0.29 | 0.38 | 0.39 | 0.46 | 0.53 | 0.34 | 0.35 | 0.43 | 0.58 | 0.38 | 0.63 | 0.52 | 0.55 | 0.45 | 0.48 | 0.53 | 1.00 | 0.50 | 0.42 | 0.63 | 0.50 | 0.45 | 0.52 | 0.46 | 0.47 | 0.52 | 0.46 | 0.68 | 0.43 | 0.48 | 0.48 | 0.46 | 0.52 | 0.79 | 0.69 | 0.76 | 0.55 | 0.58 | 0.63 | 0.69 | 0.66 | 0.67 |
META | 0.00 | 0.10 | 0.08 | 0.13 | 0.12 | 0.13 | 0.30 | 0.32 | 0.29 | 0.35 | 0.33 | 0.35 | 0.37 | 0.41 | 0.42 | 0.40 | 0.44 | 0.42 | 0.46 | 0.50 | 0.56 | 0.49 | 0.42 | 0.50 | 1.00 | 0.57 | 0.46 | 0.53 | 0.66 | 0.60 | 0.62 | 0.61 | 0.63 | 0.51 | 0.49 | 0.55 | 0.54 | 0.54 | 0.56 | 0.68 | 0.57 | 0.64 | 0.63 | 0.69 | 0.74 | 0.64 | 0.66 | 0.66 | 0.65 |
AAPL | 0.00 | 0.05 | 0.04 | 0.14 | 0.08 | 0.11 | 0.24 | 0.26 | 0.23 | 0.33 | 0.32 | 0.32 | 0.39 | 0.52 | 0.34 | 0.39 | 0.52 | 0.37 | 0.46 | 0.43 | 0.57 | 0.50 | 0.44 | 0.42 | 0.57 | 1.00 | 0.46 | 0.61 | 0.70 | 0.65 | 0.75 | 0.63 | 0.56 | 0.50 | 0.45 | 0.60 | 0.58 | 0.59 | 0.59 | 0.81 | 0.53 | 0.59 | 0.58 | 0.79 | 0.84 | 0.64 | 0.59 | 0.67 | 0.64 |
TXG | 0.00 | 0.12 | 0.15 | 0.18 | 0.15 | 0.18 | 0.35 | 0.35 | 0.42 | 0.43 | 0.46 | 0.50 | 0.35 | 0.37 | 0.45 | 0.54 | 0.44 | 0.62 | 0.58 | 0.50 | 0.45 | 0.51 | 0.54 | 0.63 | 0.46 | 0.46 | 1.00 | 0.50 | 0.42 | 0.48 | 0.43 | 0.48 | 0.56 | 0.50 | 0.62 | 0.45 | 0.50 | 0.49 | 0.49 | 0.52 | 0.75 | 0.69 | 0.73 | 0.56 | 0.57 | 0.63 | 0.69 | 0.65 | 0.67 |
ISRG | 0.00 | 0.06 | 0.07 | 0.23 | 0.08 | 0.10 | 0.33 | 0.31 | 0.30 | 0.37 | 0.37 | 0.34 | 0.45 | 0.66 | 0.33 | 0.38 | 0.57 | 0.49 | 0.54 | 0.46 | 0.49 | 0.45 | 0.44 | 0.50 | 0.53 | 0.61 | 0.50 | 1.00 | 0.60 | 0.56 | 0.67 | 0.56 | 0.56 | 0.46 | 0.51 | 0.57 | 0.54 | 0.60 | 0.56 | 0.73 | 0.58 | 0.59 | 0.58 | 0.72 | 0.72 | 0.64 | 0.59 | 0.65 | 0.62 |
GOOG | 0.00 | 0.09 | 0.10 | 0.15 | 0.11 | 0.16 | 0.25 | 0.33 | 0.26 | 0.35 | 0.32 | 0.27 | 0.41 | 0.48 | 0.39 | 0.36 | 0.48 | 0.41 | 0.46 | 0.48 | 0.61 | 0.50 | 0.43 | 0.45 | 0.66 | 0.70 | 0.42 | 0.60 | 1.00 | 0.71 | 0.76 | 0.64 | 0.58 | 0.53 | 0.42 | 0.59 | 0.55 | 0.59 | 0.60 | 0.78 | 0.52 | 0.61 | 0.58 | 0.76 | 0.83 | 0.64 | 0.62 | 0.70 | 0.64 |
AMZN | 0.00 | 0.08 | 0.08 | 0.19 | 0.11 | 0.15 | 0.27 | 0.24 | 0.27 | 0.30 | 0.38 | 0.35 | 0.43 | 0.39 | 0.38 | 0.40 | 0.46 | 0.45 | 0.48 | 0.54 | 0.59 | 0.49 | 0.45 | 0.52 | 0.60 | 0.65 | 0.48 | 0.56 | 0.71 | 1.00 | 0.69 | 0.63 | 0.61 | 0.48 | 0.47 | 0.54 | 0.53 | 0.57 | 0.54 | 0.72 | 0.59 | 0.68 | 0.65 | 0.72 | 0.80 | 0.67 | 0.69 | 0.75 | 0.67 |
MSFT | 0.00 | 0.07 | 0.08 | 0.18 | 0.10 | 0.11 | 0.27 | 0.30 | 0.21 | 0.36 | 0.33 | 0.27 | 0.42 | 0.56 | 0.37 | 0.35 | 0.52 | 0.41 | 0.49 | 0.43 | 0.65 | 0.46 | 0.46 | 0.46 | 0.62 | 0.75 | 0.43 | 0.67 | 0.76 | 0.69 | 1.00 | 0.70 | 0.56 | 0.51 | 0.44 | 0.60 | 0.53 | 0.60 | 0.59 | 0.81 | 0.53 | 0.60 | 0.58 | 0.79 | 0.88 | 0.65 | 0.61 | 0.74 | 0.64 |
NVDA | 0.00 | 0.10 | 0.10 | 0.14 | 0.14 | 0.12 | 0.26 | 0.30 | 0.34 | 0.37 | 0.33 | 0.31 | 0.40 | 0.37 | 0.38 | 0.41 | 0.43 | 0.46 | 0.47 | 0.51 | 0.81 | 0.50 | 0.51 | 0.47 | 0.61 | 0.63 | 0.48 | 0.56 | 0.64 | 0.63 | 0.70 | 1.00 | 0.59 | 0.54 | 0.47 | 0.58 | 0.56 | 0.59 | 0.59 | 0.73 | 0.59 | 0.69 | 0.66 | 0.73 | 0.83 | 0.68 | 0.69 | 0.74 | 0.72 |
PYPL | 0.00 | 0.07 | 0.06 | 0.17 | 0.12 | 0.11 | 0.28 | 0.30 | 0.38 | 0.37 | 0.35 | 0.40 | 0.41 | 0.41 | 0.42 | 0.50 | 0.47 | 0.50 | 0.52 | 0.57 | 0.53 | 0.53 | 0.48 | 0.52 | 0.63 | 0.56 | 0.56 | 0.56 | 0.58 | 0.61 | 0.56 | 0.59 | 1.00 | 0.54 | 0.52 | 0.56 | 0.56 | 0.57 | 0.58 | 0.67 | 0.65 | 0.74 | 0.73 | 0.69 | 0.71 | 0.69 | 0.76 | 0.72 | 0.71 |
IEMG | 0.00 | 0.29 | 0.35 | 0.11 | 0.36 | 0.40 | 0.27 | 0.30 | 0.31 | 0.33 | 0.31 | 0.37 | 0.47 | 0.38 | 0.73 | 0.44 | 0.47 | 0.43 | 0.41 | 0.50 | 0.53 | 0.55 | 0.59 | 0.46 | 0.51 | 0.50 | 0.50 | 0.46 | 0.53 | 0.48 | 0.51 | 0.54 | 0.54 | 1.00 | 0.50 | 0.77 | 0.60 | 0.58 | 0.89 | 0.64 | 0.58 | 0.60 | 0.60 | 0.66 | 0.63 | 0.66 | 0.65 | 0.62 | 0.68 |
XBI | 0.00 | 0.05 | 0.07 | 0.16 | 0.11 | 0.11 | 0.48 | 0.40 | 0.53 | 0.47 | 0.64 | 0.70 | 0.36 | 0.47 | 0.43 | 0.75 | 0.47 | 0.61 | 0.53 | 0.56 | 0.45 | 0.54 | 0.56 | 0.68 | 0.49 | 0.45 | 0.62 | 0.51 | 0.42 | 0.47 | 0.44 | 0.47 | 0.52 | 0.50 | 1.00 | 0.50 | 0.61 | 0.55 | 0.53 | 0.57 | 0.87 | 0.69 | 0.77 | 0.61 | 0.58 | 0.67 | 0.69 | 0.66 | 0.71 |
IEFA | 0.00 | 0.12 | 0.14 | 0.17 | 0.15 | 0.17 | 0.27 | 0.31 | 0.30 | 0.35 | 0.34 | 0.35 | 0.56 | 0.58 | 0.46 | 0.37 | 0.62 | 0.37 | 0.45 | 0.50 | 0.54 | 0.54 | 0.52 | 0.43 | 0.55 | 0.60 | 0.45 | 0.57 | 0.59 | 0.54 | 0.60 | 0.58 | 0.56 | 0.77 | 0.50 | 1.00 | 0.74 | 0.71 | 0.97 | 0.80 | 0.55 | 0.58 | 0.56 | 0.81 | 0.71 | 0.74 | 0.62 | 0.65 | 0.69 |
IJR | 0.00 | 0.08 | 0.08 | 0.09 | 0.11 | 0.10 | 0.31 | 0.29 | 0.40 | 0.34 | 0.41 | 0.44 | 0.42 | 0.51 | 0.40 | 0.48 | 0.69 | 0.43 | 0.47 | 0.54 | 0.53 | 0.62 | 0.55 | 0.48 | 0.54 | 0.58 | 0.50 | 0.54 | 0.55 | 0.53 | 0.53 | 0.56 | 0.56 | 0.60 | 0.61 | 0.74 | 1.00 | 0.68 | 0.74 | 0.82 | 0.64 | 0.65 | 0.64 | 0.86 | 0.70 | 0.82 | 0.66 | 0.68 | 0.77 |
HYG | 0.00 | 0.07 | 0.07 | 0.48 | 0.13 | 0.11 | 0.32 | 0.31 | 0.34 | 0.38 | 0.38 | 0.41 | 0.73 | 0.53 | 0.36 | 0.45 | 0.63 | 0.44 | 0.49 | 0.50 | 0.53 | 0.55 | 0.49 | 0.48 | 0.54 | 0.59 | 0.49 | 0.60 | 0.59 | 0.57 | 0.60 | 0.59 | 0.57 | 0.58 | 0.55 | 0.71 | 0.68 | 1.00 | 0.70 | 0.75 | 0.63 | 0.63 | 0.63 | 0.76 | 0.72 | 0.72 | 0.66 | 0.68 | 0.70 |
VXUS | 0.00 | 0.18 | 0.22 | 0.15 | 0.23 | 0.25 | 0.28 | 0.31 | 0.33 | 0.35 | 0.34 | 0.38 | 0.55 | 0.54 | 0.58 | 0.41 | 0.61 | 0.41 | 0.46 | 0.52 | 0.56 | 0.57 | 0.57 | 0.46 | 0.56 | 0.59 | 0.49 | 0.56 | 0.60 | 0.54 | 0.59 | 0.59 | 0.58 | 0.89 | 0.53 | 0.97 | 0.74 | 0.70 | 1.00 | 0.79 | 0.59 | 0.61 | 0.60 | 0.81 | 0.72 | 0.75 | 0.66 | 0.67 | 0.72 |
SPY | 0.00 | 0.09 | 0.08 | 0.15 | 0.12 | 0.11 | 0.32 | 0.34 | 0.33 | 0.38 | 0.41 | 0.38 | 0.49 | 0.69 | 0.42 | 0.44 | 0.71 | 0.46 | 0.56 | 0.55 | 0.66 | 0.61 | 0.55 | 0.52 | 0.68 | 0.81 | 0.52 | 0.73 | 0.78 | 0.72 | 0.81 | 0.73 | 0.67 | 0.64 | 0.57 | 0.80 | 0.82 | 0.75 | 0.79 | 1.00 | 0.64 | 0.71 | 0.68 | 0.99 | 0.93 | 0.83 | 0.72 | 0.80 | 0.80 |
ARKG | 0.00 | 0.10 | 0.12 | 0.23 | 0.15 | 0.15 | 0.43 | 0.41 | 0.51 | 0.50 | 0.60 | 0.65 | 0.45 | 0.45 | 0.52 | 0.78 | 0.50 | 0.72 | 0.63 | 0.64 | 0.55 | 0.60 | 0.65 | 0.79 | 0.57 | 0.53 | 0.75 | 0.58 | 0.52 | 0.59 | 0.53 | 0.59 | 0.65 | 0.58 | 0.87 | 0.55 | 0.64 | 0.63 | 0.59 | 0.64 | 1.00 | 0.86 | 0.93 | 0.69 | 0.70 | 0.78 | 0.85 | 0.80 | 0.84 |
ARKW | 0.00 | 0.14 | 0.14 | 0.19 | 0.17 | 0.18 | 0.39 | 0.38 | 0.48 | 0.46 | 0.47 | 0.53 | 0.43 | 0.40 | 0.54 | 0.64 | 0.51 | 0.68 | 0.60 | 0.68 | 0.65 | 0.65 | 0.65 | 0.69 | 0.64 | 0.59 | 0.69 | 0.59 | 0.61 | 0.68 | 0.60 | 0.69 | 0.74 | 0.60 | 0.69 | 0.58 | 0.65 | 0.63 | 0.61 | 0.71 | 0.86 | 1.00 | 0.97 | 0.75 | 0.79 | 0.83 | 0.97 | 0.90 | 0.91 |
ARKK | 0.00 | 0.13 | 0.13 | 0.20 | 0.16 | 0.16 | 0.41 | 0.40 | 0.49 | 0.48 | 0.53 | 0.58 | 0.43 | 0.41 | 0.55 | 0.72 | 0.50 | 0.72 | 0.61 | 0.69 | 0.62 | 0.63 | 0.66 | 0.76 | 0.63 | 0.58 | 0.73 | 0.58 | 0.58 | 0.65 | 0.58 | 0.66 | 0.73 | 0.60 | 0.77 | 0.56 | 0.64 | 0.63 | 0.60 | 0.68 | 0.93 | 0.97 | 1.00 | 0.73 | 0.77 | 0.82 | 0.95 | 0.87 | 0.90 |
VTI | 0.00 | 0.10 | 0.09 | 0.15 | 0.13 | 0.12 | 0.34 | 0.35 | 0.37 | 0.40 | 0.43 | 0.42 | 0.50 | 0.67 | 0.45 | 0.47 | 0.72 | 0.49 | 0.58 | 0.58 | 0.67 | 0.64 | 0.59 | 0.55 | 0.69 | 0.79 | 0.56 | 0.72 | 0.76 | 0.72 | 0.79 | 0.73 | 0.69 | 0.66 | 0.61 | 0.81 | 0.86 | 0.76 | 0.81 | 0.99 | 0.69 | 0.75 | 0.73 | 1.00 | 0.93 | 0.86 | 0.76 | 0.83 | 0.84 |
QQQ | 0.00 | 0.10 | 0.10 | 0.18 | 0.14 | 0.15 | 0.34 | 0.36 | 0.34 | 0.43 | 0.42 | 0.40 | 0.48 | 0.57 | 0.47 | 0.48 | 0.60 | 0.52 | 0.58 | 0.58 | 0.76 | 0.61 | 0.59 | 0.58 | 0.74 | 0.84 | 0.57 | 0.72 | 0.83 | 0.80 | 0.88 | 0.83 | 0.71 | 0.63 | 0.58 | 0.71 | 0.70 | 0.72 | 0.72 | 0.93 | 0.70 | 0.79 | 0.77 | 0.93 | 1.00 | 0.82 | 0.79 | 0.87 | 0.84 |
ARKX | 0.00 | 0.12 | 0.13 | 0.19 | 0.17 | 0.15 | 0.37 | 0.34 | 0.48 | 0.41 | 0.46 | 0.49 | 0.49 | 0.50 | 0.50 | 0.57 | 0.62 | 0.58 | 0.59 | 0.63 | 0.64 | 0.68 | 0.66 | 0.63 | 0.64 | 0.64 | 0.63 | 0.64 | 0.64 | 0.67 | 0.65 | 0.68 | 0.69 | 0.66 | 0.67 | 0.74 | 0.82 | 0.72 | 0.75 | 0.83 | 0.78 | 0.83 | 0.82 | 0.86 | 0.82 | 1.00 | 0.85 | 0.84 | 0.94 |
ARKF | 0.00 | 0.15 | 0.15 | 0.20 | 0.19 | 0.19 | 0.38 | 0.38 | 0.47 | 0.45 | 0.46 | 0.52 | 0.45 | 0.41 | 0.57 | 0.62 | 0.53 | 0.67 | 0.60 | 0.69 | 0.66 | 0.66 | 0.66 | 0.69 | 0.66 | 0.59 | 0.69 | 0.59 | 0.62 | 0.69 | 0.61 | 0.69 | 0.76 | 0.65 | 0.69 | 0.62 | 0.66 | 0.66 | 0.66 | 0.72 | 0.85 | 0.97 | 0.95 | 0.76 | 0.79 | 0.85 | 1.00 | 0.90 | 0.90 |
SKYY | 0.00 | 0.14 | 0.15 | 0.19 | 0.17 | 0.17 | 0.36 | 0.38 | 0.42 | 0.43 | 0.47 | 0.47 | 0.46 | 0.48 | 0.51 | 0.56 | 0.57 | 0.63 | 0.60 | 0.64 | 0.69 | 0.65 | 0.64 | 0.66 | 0.66 | 0.67 | 0.65 | 0.65 | 0.70 | 0.75 | 0.74 | 0.74 | 0.72 | 0.62 | 0.66 | 0.65 | 0.68 | 0.68 | 0.67 | 0.80 | 0.80 | 0.90 | 0.87 | 0.83 | 0.87 | 0.84 | 0.90 | 1.00 | 0.87 |
ARKQ | 0.00 | 0.15 | 0.14 | 0.16 | 0.20 | 0.19 | 0.38 | 0.36 | 0.50 | 0.43 | 0.47 | 0.52 | 0.47 | 0.45 | 0.57 | 0.63 | 0.56 | 0.64 | 0.59 | 0.66 | 0.68 | 0.68 | 0.70 | 0.67 | 0.65 | 0.64 | 0.67 | 0.62 | 0.64 | 0.67 | 0.64 | 0.72 | 0.71 | 0.68 | 0.71 | 0.69 | 0.77 | 0.70 | 0.72 | 0.80 | 0.84 | 0.91 | 0.90 | 0.84 | 0.84 | 0.94 | 0.90 | 0.87 | 1.00 |
Dividend yield
SimoneRizzetto88 granted a 0.66% dividend yield in the last twelve months.
TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SimoneRizzetto88 | 0.66% | 0.71% | 0.61% | 0.65% | 0.86% | 1.15% | 0.96% | 1.10% | 1.17% | 1.23% | 1.21% | 1.38% |
Portfolio components: | ||||||||||||
AAPL Apple Inc. | 0.54% | 0.70% | 0.49% | 0.62% | 1.06% | 1.86% | 1.54% | 2.07% | 2.12% | 1.87% | 2.40% | 1.16% |
GOOG | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
META | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT | 0.85% | 1.07% | 0.69% | 0.96% | 1.24% | 1.78% | 1.99% | 2.59% | 2.61% | 2.86% | 3.07% | 3.79% |
AMZN Amazon.com, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NVDA | 0.04% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.23% | 1.77% | 2.06% | 0.66% |
BIDU Baidu, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
1810.HK Xiaomi Corp | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBER | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PYPL | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMD Advanced Micro Devices, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
0700.HK Tencent Holdings Ltd | 1.55% | 1.00% | 0.36% | 0.22% | 0.27% | 0.30% | 0.16% | 0.26% | 0.25% | 0.22% | 0.21% | 0.32% |
9988.HK Alibaba Group Holding Ltd | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
9618.HK Jd Com Inc | 2.06% | 2.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY | 1.48% | 1.67% | 1.24% | 1.58% | 1.85% | 2.21% | 1.98% | 2.28% | 2.37% | 2.18% | 2.17% | 2.65% |
QQQ | 0.59% | 0.81% | 0.43% | 0.56% | 0.76% | 0.94% | 0.87% | 1.11% | 1.05% | 1.51% | 1.10% | 1.39% |
XLV | 1.62% | 1.48% | 1.37% | 1.55% | 2.29% | 1.70% | 1.61% | 1.78% | 1.62% | 1.54% | 1.77% | 2.38% |
HYG | 5.78% | 5.51% | 4.40% | 5.56% | 5.99% | 6.99% | 6.81% | 7.37% | 8.72% | 8.87% | 10.05% | 11.56% |
IEFA | 2.44% | 2.76% | 3.47% | 2.05% | 3.52% | 3.95% | 3.02% | 3.59% | 3.28% | 3.96% | 2.84% | 0.45% |
IEMG | 2.35% | 2.73% | 3.17% | 1.99% | 3.42% | 3.09% | 2.69% | 2.68% | 3.04% | 2.84% | 2.22% | 0.30% |
IJR | 1.61% | 1.42% | 1.56% | 1.16% | 1.52% | 1.69% | 1.30% | 1.33% | 1.65% | 1.39% | 1.15% | 1.91% |
ARKF ARK Fintech Innovation ETF | 0.00% | 0.00% | 0.00% | 0.37% | 1.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARKK ARK Innovation ETF | 0.00% | 0.00% | 0.83% | 1.33% | 0.39% | 3.26% | 1.41% | 0.00% | 2.46% | 0.00% | 0.00% | 0.00% |
ARKW ARK Next Generation Internet ETF | 0.00% | 0.00% | 2.79% | 1.33% | 0.00% | 13.59% | 2.42% | 0.00% | 2.75% | 0.00% | 0.00% | 0.00% |
TAN | 0.00% | 0.00% | 0.00% | 0.09% | 0.30% | 0.70% | 1.79% | 5.19% | 1.73% | 2.06% | 1.43% | 10.31% |
ILMN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SGEN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI | 1.90% | 1.68% | 1.25% | 1.48% | 1.88% | 2.21% | 1.88% | 2.15% | 2.27% | 2.06% | 2.07% | 2.58% |
ISRG | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.00% | 2.65% | 2.06% | 2.36% | 2.97% | 3.15% | 2.93% | 2.97% | 3.12% | 3.46% | 3.56% | 4.26% |
VNQ | 4.68% | 4.00% | 2.71% | 4.28% | 3.85% | 5.57% | 5.21% | 6.19% | 5.28% | 5.05% | 6.30% | 5.41% |
EMB | 5.03% | 5.20% | 4.22% | 4.37% | 5.30% | 6.94% | 5.90% | 6.57% | 6.90% | 6.81% | 7.42% | 6.82% |
EXAS | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GH | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XBI | 0.00% | 0.00% | 0.04% | 0.20% | 0.00% | 0.28% | 0.24% | 0.26% | 0.61% | 1.09% | 0.17% | 0.23% |
SKYY | 0.01% | 0.23% | 0.78% | 0.18% | 0.55% | 0.96% | 0.27% | 0.36% | 0.42% | 0.17% | 0.00% | 0.02% |
CRSR Corsair Gaming, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MRNA | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CRSP CRISPR Therapeutics AG | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SURF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VXUS | 3.02% | 3.15% | 3.25% | 2.32% | 3.40% | 3.64% | 3.23% | 3.56% | 3.54% | 4.37% | 3.58% | 4.04% |
BBIO BridgeBio Pharma, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BNTX BioNTech SE | 0.00% | 1.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TXG | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARKX ARK Space Exploration & Innovation ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARVN Arvinas, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARKG ARK Genomic Revolution Multi-Sector ETF | 0.00% | 0.00% | 0.62% | 0.85% | 3.19% | 2.03% | 1.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARKQ ARK Autonomous Technology & Robotics ETF | 0.00% | 0.00% | 0.80% | 0.87% | 0.00% | 2.91% | 1.61% | 0.00% | 1.04% | 0.00% | 0.00% | 0.00% |
USD=X | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Expense Ratio
The SimoneRizzetto88 features an expense ratio of 0.10%, falling within the medium range. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
AAPL Apple Inc. | 0.51 | ||||
GOOG | N/A | ||||
META | N/A | ||||
MSFT | N/A | ||||
AMZN Amazon.com, Inc. | 0.22 | ||||
NVDA | N/A | ||||
BIDU Baidu, Inc. | 0.11 | ||||
1810.HK Xiaomi Corp | 0.21 | ||||
UBER | N/A | ||||
PYPL | N/A | ||||
AMD Advanced Micro Devices, Inc. | 0.60 | ||||
0700.HK Tencent Holdings Ltd | 0.22 | ||||
9988.HK Alibaba Group Holding Ltd | -0.11 | ||||
9618.HK Jd Com Inc | -0.89 | ||||
SPY | N/A | ||||
QQQ | N/A | ||||
XLV | N/A | ||||
HYG | N/A | ||||
IEFA | N/A | ||||
IEMG | N/A | ||||
IJR | N/A | ||||
ARKF ARK Fintech Innovation ETF | 0.31 | ||||
ARKK ARK Innovation ETF | -0.07 | ||||
ARKW ARK Next Generation Internet ETF | 0.13 | ||||
TAN | N/A | ||||
ILMN | N/A | ||||
SGEN | N/A | ||||
VTI | N/A | ||||
ISRG | N/A | ||||
BND Vanguard Total Bond Market ETF | -0.07 | ||||
VNQ | N/A | ||||
EMB | N/A | ||||
EXAS | N/A | ||||
GH | N/A | ||||
XBI | N/A | ||||
SKYY | N/A | ||||
CRSR Corsair Gaming, Inc. | 0.15 | ||||
MRNA | N/A | ||||
CRSP CRISPR Therapeutics AG | -0.60 | ||||
SURF | N/A | ||||
VXUS | N/A | ||||
BBIO BridgeBio Pharma, Inc. | 1.24 | ||||
BNTX BioNTech SE | -0.63 | ||||
TXG | N/A | ||||
ARKX ARK Space Exploration & Innovation ETF | 0.14 | ||||
ARVN Arvinas, Inc. | -0.71 | ||||
ARKG ARK Genomic Revolution Multi-Sector ETF | -0.44 | ||||
ARKQ ARK Autonomous Technology & Robotics ETF | 0.22 | ||||
USD=X | N/A |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the SimoneRizzetto88. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the SimoneRizzetto88 is 42.40%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-42.4% | Nov 9, 2021 | 244 | Oct 14, 2022 | — | — | — |
-8.37% | Apr 27, 2021 | 12 | May 12, 2021 | 18 | Jun 7, 2021 | 30 |
-7.92% | Sep 7, 2021 | 20 | Oct 4, 2021 | 18 | Oct 28, 2021 | 38 |
-4.62% | Aug 6, 2021 | 10 | Aug 19, 2021 | 6 | Aug 27, 2021 | 16 |
-3.27% | Jul 5, 2021 | 11 | Jul 19, 2021 | 4 | Jul 23, 2021 | 15 |
Volatility Chart
The current SimoneRizzetto88 volatility is 3.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.