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SimoneRizzetto88

Last updated Sep 21, 2023

https://www.etoro.com/people/simonerizzetto88

Asset Allocation


BND 3.97%MSFT 10.6%USD=X 7.22%NVDA 6.53%QQQ 4.8%AMD 4.78%BBIO 4.43%VTI 3.97%META 3.52%EXAS 3.09%GOOG 2.98%SGEN 2.94%AMZN 2.88%XBI 2.7%SPY 2.05%ILMN 2.01%TAN 1.87%ARKG 1.83%XLV 1.82%BNTX 1.81%IJR 1.72%IEMG 1.64%IEFA 1.63%MRNA 1.33%VXUS 1.21%TXG 1.19%GH 1.03%SURF 1%BondBondEquityEquity
PositionCategory/SectorWeight
BND
Vanguard Total Bond Market ETF
Total Bond Market3.97%
MSFT
10.6%
USD=X
7.22%
NVDA
6.53%
QQQ
4.8%
AMD
Advanced Micro Devices, Inc.
Technology4.78%
BBIO
BridgeBio Pharma, Inc.
Healthcare4.43%
VTI
3.97%
META
3.52%
EXAS
3.09%
GOOG
2.98%
SGEN
2.94%
AMZN
Amazon.com, Inc.
Consumer Cyclical2.88%
XBI
2.7%
SPY
2.05%
ILMN
2.01%
TAN
1.87%
ARKG
ARK Genomic Revolution Multi-Sector ETF
Health & Biotech Equities, Actively Managed1.83%
XLV
1.82%
BNTX
BioNTech SE
Healthcare1.81%
IJR
1.72%
IEMG
1.64%
IEFA
1.63%
MRNA
1.33%
VXUS
1.21%
TXG
1.19%
GH
1.03%
SURF
1%
ARKX
ARK Space Exploration & Innovation ETF
Actively Managed, Innovation, Aerospace & Defense0.97%
SKYY
0.95%
ARKQ
ARK Autonomous Technology & Robotics ETF
All Cap Equities, Actively Managed0.88%
VNQ
0.87%
ARKF
ARK Fintech Innovation ETF
Large Cap Growth Equities, Actively Managed, Innovation0.86%
HYG
0.84%
EMB
0.83%
ARKW
ARK Next Generation Internet ETF
All Cap Equities, Actively Managed0.82%
ARKK
ARK Innovation ETF
Actively Managed, Innovation, Technology Equities0.73%
9988.HK
Alibaba Group Holding Ltd
Consumer Cyclical0.71%
1810.HK
Xiaomi Corp
Technology0.69%
CRSR
Corsair Gaming, Inc.
Technology0.69%
UBER
0.68%
AAPL
Apple Inc.
Technology0.63%
ISRG
0.55%
ARVN
Arvinas, Inc.
Healthcare0.41%
0700.HK
Tencent Holdings Ltd
Communication Services0.38%
BIDU
Baidu, Inc.
Communication Services0.34%
CRSP
CRISPR Therapeutics AG
Healthcare0.34%
9618.HK
Jd Com Inc
Consumer Cyclical0.16%
PYPL
0.12%

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


0.00%5.00%10.00%15.00%20.00%25.00%AprilMayJuneJulyAugustSeptember
15.33%
10.87%
SimoneRizzetto88
Benchmark (^GSPC)
Portfolio components

Returns


1 month6 monthsYear-To-Date1 year5 years (annualized)10 years (annualized)
Benchmark0.33%11.48%14.66%16.16%4.22%N/A
SimoneRizzetto88-1.60%16.10%41.21%38.03%3.58%N/A
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

Asset Correlations Table

The table below shows the correlation coefficients between the assets in the portfolio.

USD=X9988.HK1810.HKBND9618.HK0700.HKSGENBNTXSURFMRNAARVNBBIOEMBXLVBIDUCRSPVNQGHILMNUBERAMDCRSRTANEXASMETAAAPLTXGISRGGOOGAMZNMSFTNVDAPYPLIEMGXBIIEFAIJRHYGVXUSSPYARKGARKWARKKVTIQQQARKXARKFSKYYARKQ
USD=X0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
9988.HK0.001.000.63-0.020.740.720.030.060.120.060.080.040.06-0.010.300.090.080.090.110.090.040.140.140.090.100.050.120.060.090.080.070.100.070.290.050.120.080.070.180.090.100.140.130.100.100.120.150.140.15
1810.HK0.000.631.00-0.050.660.640.030.080.110.070.080.070.07-0.010.340.090.080.130.110.090.080.130.160.140.080.040.150.070.100.080.080.100.060.350.070.140.080.070.220.080.120.140.130.090.100.130.150.150.14
BND0.00-0.02-0.051.00-0.01-0.010.140.110.090.170.110.150.680.180.040.140.260.150.220.130.120.140.160.170.130.140.180.230.150.190.180.140.170.110.160.170.090.480.150.150.230.190.200.150.180.190.200.190.16
9618.HK0.000.740.66-0.011.000.730.060.090.110.080.130.110.10-0.010.360.130.070.120.120.130.120.170.200.150.120.080.150.080.110.110.100.140.120.360.110.150.110.130.230.120.150.170.160.130.140.170.190.170.20
0700.HK0.000.720.64-0.010.731.000.090.120.140.090.140.080.120.010.390.120.050.150.130.160.060.180.180.170.130.110.180.100.160.150.110.120.110.400.110.170.100.110.250.110.150.180.160.120.150.150.190.170.19
SGEN0.000.030.030.140.060.091.000.260.280.310.350.340.230.310.210.390.310.310.310.290.280.280.310.350.300.240.350.330.250.270.270.260.280.270.480.270.310.320.280.320.430.390.410.340.340.370.380.360.38
BNTX0.000.060.080.110.090.120.261.000.200.770.300.210.240.370.260.330.260.350.320.280.290.280.310.290.320.260.350.310.330.240.300.300.300.300.400.310.290.310.310.340.410.380.400.350.360.340.380.380.36
SURF0.000.120.110.090.110.140.280.201.000.270.340.380.210.200.290.420.240.420.300.390.300.310.360.380.290.230.420.300.260.270.210.340.380.310.530.300.400.340.330.330.510.480.490.370.340.480.470.420.50
MRNA0.000.060.070.170.080.090.310.770.271.000.330.290.270.370.280.400.300.420.400.310.340.300.370.390.350.330.430.370.350.300.360.370.370.330.470.350.340.380.350.380.500.460.480.400.430.410.450.430.43
ARVN0.000.080.080.110.130.140.350.300.340.331.000.480.240.360.270.500.320.440.390.400.290.330.370.460.330.320.460.370.320.380.330.330.350.310.640.340.410.380.340.410.600.470.530.430.420.460.460.470.47
BBIO0.000.040.070.150.110.080.340.210.380.290.481.000.300.250.360.540.350.460.350.440.300.380.450.530.350.320.500.340.270.350.270.310.400.370.700.350.440.410.380.380.650.530.580.420.400.490.520.470.52
EMB0.000.060.070.680.100.120.230.240.210.270.240.301.000.400.240.300.500.310.390.350.360.360.360.340.370.390.350.450.410.430.420.400.410.470.360.560.420.730.550.490.450.430.430.500.480.490.450.460.47
XLV0.00-0.01-0.010.18-0.010.010.310.370.200.370.360.250.401.000.190.290.620.350.500.300.320.370.330.350.410.520.370.660.480.390.560.370.410.380.470.580.510.530.540.690.450.400.410.670.570.500.410.480.45
BIDU0.000.300.340.040.360.390.210.260.290.280.270.360.240.191.000.420.270.400.330.410.400.460.490.430.420.340.450.330.390.380.370.380.420.730.430.460.400.360.580.420.520.540.550.450.470.500.570.510.57
CRSP0.000.090.090.140.130.120.390.330.420.400.500.540.300.290.421.000.340.550.450.510.390.480.510.580.400.390.540.380.360.400.350.410.500.440.750.370.480.450.410.440.780.640.720.470.480.570.620.560.63
VNQ0.000.080.080.260.070.050.310.260.240.300.320.350.500.620.270.341.000.370.470.360.380.470.430.380.440.520.440.570.480.460.520.430.470.470.470.620.690.630.610.710.500.510.500.720.600.620.530.570.56
GH0.000.090.130.150.120.150.310.350.420.420.440.460.310.350.400.550.371.000.490.510.410.420.460.630.420.370.620.490.410.450.410.460.500.430.610.370.430.440.410.460.720.680.720.490.520.580.670.630.64
ILMN0.000.110.110.220.120.130.310.320.300.400.390.350.390.500.330.450.470.491.000.430.440.460.470.520.460.460.580.540.460.480.490.470.520.410.530.450.470.490.460.560.630.600.610.580.580.590.600.600.59
UBER0.000.090.090.130.130.160.290.280.390.310.400.440.350.300.410.510.360.510.431.000.450.450.480.550.500.430.500.460.480.540.430.510.570.500.560.500.540.500.520.550.640.680.690.580.580.630.690.640.66
AMD0.000.040.080.120.120.060.280.290.300.340.290.300.360.320.400.390.380.410.440.451.000.510.490.450.560.570.450.490.610.590.650.810.530.530.450.540.530.530.560.660.550.650.620.670.760.640.660.690.68
CRSR0.000.140.130.140.170.180.280.280.310.300.330.380.360.370.460.480.470.420.460.450.511.000.500.480.490.500.510.450.500.490.460.500.530.550.540.540.620.550.570.610.600.650.630.640.610.680.660.650.68
TAN0.000.140.160.160.200.180.310.310.360.370.370.450.360.330.490.510.430.460.470.480.490.501.000.530.420.440.540.440.430.450.460.510.480.590.560.520.550.490.570.550.650.650.660.590.590.660.660.640.70
EXAS0.000.090.140.170.150.170.350.290.380.390.460.530.340.350.430.580.380.630.520.550.450.480.531.000.500.420.630.500.450.520.460.470.520.460.680.430.480.480.460.520.790.690.760.550.580.630.690.660.67
META0.000.100.080.130.120.130.300.320.290.350.330.350.370.410.420.400.440.420.460.500.560.490.420.501.000.570.460.530.660.600.620.610.630.510.490.550.540.540.560.680.570.640.630.690.740.640.660.660.65
AAPL0.000.050.040.140.080.110.240.260.230.330.320.320.390.520.340.390.520.370.460.430.570.500.440.420.571.000.460.610.700.650.750.630.560.500.450.600.580.590.590.810.530.590.580.790.840.640.590.670.64
TXG0.000.120.150.180.150.180.350.350.420.430.460.500.350.370.450.540.440.620.580.500.450.510.540.630.460.461.000.500.420.480.430.480.560.500.620.450.500.490.490.520.750.690.730.560.570.630.690.650.67
ISRG0.000.060.070.230.080.100.330.310.300.370.370.340.450.660.330.380.570.490.540.460.490.450.440.500.530.610.501.000.600.560.670.560.560.460.510.570.540.600.560.730.580.590.580.720.720.640.590.650.62
GOOG0.000.090.100.150.110.160.250.330.260.350.320.270.410.480.390.360.480.410.460.480.610.500.430.450.660.700.420.601.000.710.760.640.580.530.420.590.550.590.600.780.520.610.580.760.830.640.620.700.64
AMZN0.000.080.080.190.110.150.270.240.270.300.380.350.430.390.380.400.460.450.480.540.590.490.450.520.600.650.480.560.711.000.690.630.610.480.470.540.530.570.540.720.590.680.650.720.800.670.690.750.67
MSFT0.000.070.080.180.100.110.270.300.210.360.330.270.420.560.370.350.520.410.490.430.650.460.460.460.620.750.430.670.760.691.000.700.560.510.440.600.530.600.590.810.530.600.580.790.880.650.610.740.64
NVDA0.000.100.100.140.140.120.260.300.340.370.330.310.400.370.380.410.430.460.470.510.810.500.510.470.610.630.480.560.640.630.701.000.590.540.470.580.560.590.590.730.590.690.660.730.830.680.690.740.72
PYPL0.000.070.060.170.120.110.280.300.380.370.350.400.410.410.420.500.470.500.520.570.530.530.480.520.630.560.560.560.580.610.560.591.000.540.520.560.560.570.580.670.650.740.730.690.710.690.760.720.71
IEMG0.000.290.350.110.360.400.270.300.310.330.310.370.470.380.730.440.470.430.410.500.530.550.590.460.510.500.500.460.530.480.510.540.541.000.500.770.600.580.890.640.580.600.600.660.630.660.650.620.68
XBI0.000.050.070.160.110.110.480.400.530.470.640.700.360.470.430.750.470.610.530.560.450.540.560.680.490.450.620.510.420.470.440.470.520.501.000.500.610.550.530.570.870.690.770.610.580.670.690.660.71
IEFA0.000.120.140.170.150.170.270.310.300.350.340.350.560.580.460.370.620.370.450.500.540.540.520.430.550.600.450.570.590.540.600.580.560.770.501.000.740.710.970.800.550.580.560.810.710.740.620.650.69
IJR0.000.080.080.090.110.100.310.290.400.340.410.440.420.510.400.480.690.430.470.540.530.620.550.480.540.580.500.540.550.530.530.560.560.600.610.741.000.680.740.820.640.650.640.860.700.820.660.680.77
HYG0.000.070.070.480.130.110.320.310.340.380.380.410.730.530.360.450.630.440.490.500.530.550.490.480.540.590.490.600.590.570.600.590.570.580.550.710.681.000.700.750.630.630.630.760.720.720.660.680.70
VXUS0.000.180.220.150.230.250.280.310.330.350.340.380.550.540.580.410.610.410.460.520.560.570.570.460.560.590.490.560.600.540.590.590.580.890.530.970.740.701.000.790.590.610.600.810.720.750.660.670.72
SPY0.000.090.080.150.120.110.320.340.330.380.410.380.490.690.420.440.710.460.560.550.660.610.550.520.680.810.520.730.780.720.810.730.670.640.570.800.820.750.791.000.640.710.680.990.930.830.720.800.80
ARKG0.000.100.120.230.150.150.430.410.510.500.600.650.450.450.520.780.500.720.630.640.550.600.650.790.570.530.750.580.520.590.530.590.650.580.870.550.640.630.590.641.000.860.930.690.700.780.850.800.84
ARKW0.000.140.140.190.170.180.390.380.480.460.470.530.430.400.540.640.510.680.600.680.650.650.650.690.640.590.690.590.610.680.600.690.740.600.690.580.650.630.610.710.861.000.970.750.790.830.970.900.91
ARKK0.000.130.130.200.160.160.410.400.490.480.530.580.430.410.550.720.500.720.610.690.620.630.660.760.630.580.730.580.580.650.580.660.730.600.770.560.640.630.600.680.930.971.000.730.770.820.950.870.90
VTI0.000.100.090.150.130.120.340.350.370.400.430.420.500.670.450.470.720.490.580.580.670.640.590.550.690.790.560.720.760.720.790.730.690.660.610.810.860.760.810.990.690.750.731.000.930.860.760.830.84
QQQ0.000.100.100.180.140.150.340.360.340.430.420.400.480.570.470.480.600.520.580.580.760.610.590.580.740.840.570.720.830.800.880.830.710.630.580.710.700.720.720.930.700.790.770.931.000.820.790.870.84
ARKX0.000.120.130.190.170.150.370.340.480.410.460.490.490.500.500.570.620.580.590.630.640.680.660.630.640.640.630.640.640.670.650.680.690.660.670.740.820.720.750.830.780.830.820.860.821.000.850.840.94
ARKF0.000.150.150.200.190.190.380.380.470.450.460.520.450.410.570.620.530.670.600.690.660.660.660.690.660.590.690.590.620.690.610.690.760.650.690.620.660.660.660.720.850.970.950.760.790.851.000.900.90
SKYY0.000.140.150.190.170.170.360.380.420.430.470.470.460.480.510.560.570.630.600.640.690.650.640.660.660.670.650.650.700.750.740.740.720.620.660.650.680.680.670.800.800.900.870.830.870.840.901.000.87
ARKQ0.000.150.140.160.200.190.380.360.500.430.470.520.470.450.570.630.560.640.590.660.680.680.700.670.650.640.670.620.640.670.640.720.710.680.710.690.770.700.720.800.840.910.900.840.840.940.900.871.00

Sharpe Ratio

The current SimoneRizzetto88 Sharpe ratio is 1.60. A Sharpe ratio greater than 1.0 is considered acceptable.

-1.000.001.002.003.004.001.60

The Sharpe ratio of SimoneRizzetto88 is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.


Chart placeholderNot enough data

Dividend yield

SimoneRizzetto88 granted a 0.66% dividend yield in the last twelve months.


TTM20222021202020192018201720162015201420132012
SimoneRizzetto880.66%0.71%0.61%0.65%0.86%1.15%0.96%1.10%1.17%1.23%1.21%1.38%
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.


0.76%
0.00%2.15%
0.75%
0.00%2.15%
0.75%
0.00%2.15%
0.03%
0.00%2.15%

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 ratioSortino ratioOmega ratioCalmar ratioUlcer 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.


-25.00%-20.00%-15.00%-10.00%-5.00%AprilMayJuneJulyAugustSeptember
-13.63%
-8.22%
SimoneRizzetto88
Benchmark (^GSPC)
Portfolio components

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, 2021244Oct 14, 2022
-8.37%Apr 27, 202112May 12, 202118Jun 7, 202130
-7.92%Sep 7, 202120Oct 4, 202118Oct 28, 202138
-4.62%Aug 6, 202110Aug 19, 20216Aug 27, 202116
-3.27%Jul 5, 202111Jul 19, 20214Jul 23, 202115

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.


2.00%3.00%4.00%5.00%6.00%7.00%AprilMayJuneJulyAugustSeptember
3.95%
2.94%
SimoneRizzetto88
Benchmark (^GSPC)
Portfolio components