MY Personal Best of the Best TOP 10 Jun 2024

Asset Allocation

Position	Category/Sector	Target Weight
AMD Advanced Micro Devices, Inc.	Technology	10%
AVGO Broadcom Inc.	Technology	10%
BTC-USD Bitcoin		10%
CELH Celsius Holdings, Inc.	Consumer Defensive	10%
KLAC KLA Corporation	Technology	10%
LLY Eli Lilly and Company	Healthcare	10%
MAGS Roundhill Magnificent Seven ETF	Technology Equities	10%
MSFT Microsoft Corporation	Technology	10%
NVDA NVIDIA Corporation	Technology	10%
SMH VanEck Semiconductor ETF	Semiconductors, Technology Equities	10%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MY Personal Best of the Best TOP 10 Jun 2024, 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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The earliest data available for this chart is Apr 11, 2023, corresponding to the inception date of MAGS

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 MY Personal Best of the Best TOP 10 Jun 2024	0.04%	-3.47%	-7.81%	-5.76%	44.58%	—	—	—
Portfolio components:
MSFT Microsoft Corporation	1.11%	-7.54%	-22.60%	-27.29%	-1.52%	10.00%	9.94%	22.58%
SMH VanEck Semiconductor ETF	0.09%	0.32%	8.94%	16.35%	83.82%	44.85%	26.17%	31.69%
NVDA NVIDIA Corporation	0.93%	-1.47%	-4.88%	-6.08%	60.69%	85.17%	66.71%	70.07%
AMD Advanced Micro Devices, Inc.	3.47%	13.90%	1.56%	28.14%	111.25%	31.09%	21.81%	54.37%
CELH Celsius Holdings, Inc.	-0.73%	-27.66%	-25.49%	-42.14%	-7.27%	3.53%	15.58%	46.86%
BTC-USD Bitcoin	-1.99%	-2.31%	-23.70%	-44.66%	-19.07%	33.89%	3.18%	66.03%
AVGO Broadcom Inc.	0.34%	0.44%	-8.93%	-6.61%	84.26%	72.07%	48.84%	38.50%
MAGS Roundhill Magnificent Seven ETF	-0.70%	-4.93%	-11.66%	-9.02%	25.32%	—	—	—
KLAC KLA Corporation	-0.20%	5.24%	25.00%	33.54%	122.73%	57.51%	35.71%	37.81%
LLY Eli Lilly and Company	-1.98%	-7.16%	-12.80%	14.47%	15.19%	39.72%	39.64%	31.19%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 12, 2023, MY Personal Best of the Best TOP 10 Jun 2024's average daily return is +0.12%, while the average monthly return is +3.37%. At this rate, your investment would double in approximately 1.7 years.

Historically, 70% of months were positive and 30% were negative. The best month was Feb 2024 with a return of +21.8%, while the worst month was Mar 2026 at -7.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.

On a daily basis, MY Personal Best of the Best TOP 10 Jun 2024 closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +14.0%, while the worst single day was Jan 27, 2025 at -6.1%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	2.85%	-4.22%	-7.59%	1.28%									-7.81%
2025	0.92%	-4.22%	-3.10%	3.98%	11.61%	13.74%	5.82%	1.60%	6.06%	12.08%	-5.46%	-0.30%	48.97%
2024	6.28%	21.77%	4.79%	-6.33%	10.06%	4.50%	-5.41%	-0.42%	0.93%	-2.58%	3.97%	1.84%	43.27%
2023				2.80%	17.94%	8.16%	1.94%	3.68%	-6.43%	1.34%	11.67%	9.01%	59.98%

Benchmark Metrics

MY Personal Best of the Best TOP 10 Jun 2024 has an annualized alpha of 17.17%, beta of 1.55, and R² of 0.70 versus S&P 500 Index. Calculated based on daily prices since April 12, 2023.

This portfolio captured 207.12% of S&P 500 Index gains but only 82.21% of its losses — a favorable profile for investors.
This portfolio generated an annualized alpha of 17.17% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
Beta of 1.55 means this portfolio moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

Alpha: 17.17%

Beta: 1.55

R²: 0.70

Upside Capture: 207.12%

Downside Capture: 82.21%

Expense Ratio

MY Personal Best of the Best TOP 10 Jun 2024 has an expense ratio of 0.06%, 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.

SMH

VanEck Semiconductor ETF

MAGS

Roundhill Magnificent Seven ETF

Return for Risk

Risk / Return Rank

MY Personal Best of the Best TOP 10 Jun 2024 ranks 43 for risk / return — on par with similar portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	1.49	0.88	+0.61
Sortino ratio Return per unit of downside risk	2.17	1.37	+0.81
Omega ratio Gain probability vs. loss probability	1.28	1.21	+0.08
Calmar ratio Return relative to maximum drawdown	0.41	1.39	-0.98
Martin ratio Return relative to average drawdown	1.14	6.43	-5.30
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

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
MSFT Microsoft Corporation	35	-0.06	0.11	1.01	-0.05	-0.12
SMH VanEck Semiconductor ETF	94	2.28	2.89	1.41	5.34	18.94
NVDA NVIDIA Corporation	81	1.47	2.17	1.27	3.02	7.54
AMD Advanced Micro Devices, Inc.	85	1.73	2.48	1.32	4.02	8.17
CELH Celsius Holdings, Inc.	34	-0.13	0.20	1.03	-0.10	-0.23
BTC-USD Bitcoin	39	-0.43	-0.36	0.96	-1.14	-2.03
AVGO Broadcom Inc.	84	1.76	2.49	1.32	3.08	7.50
MAGS Roundhill Magnificent Seven ETF	47	0.89	1.48	1.20	1.43	4.90
KLAC KLA Corporation	92	2.50	2.81	1.41	5.53	17.56
LLY Eli Lilly and Company	51	0.36	0.78	1.11	0.56	1.37

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

MY Personal Best of the Best TOP 10 Jun 2024 Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

1-Year: 1.49
All Time: 1.70

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.00 to 1.68, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of MY Personal Best of the Best TOP 10 Jun 2024 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

MY Personal Best of the Best TOP 10 Jun 2024 provided a 0.49% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	0.49%	0.44%	0.46%	0.52%	0.77%	0.56%	0.79%	1.02%	1.23%	1.01%	1.05%	1.21%
Portfolio components:
MSFT Microsoft Corporation	0.93%	0.70%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%
SMH VanEck Semiconductor ETF	0.28%	0.31%	0.44%	0.60%	1.18%	0.51%	0.69%	1.50%	1.88%	1.43%	0.80%	2.14%
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%
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%
CELH Celsius Holdings, 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%
BTC-USD Bitcoin	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AVGO Broadcom Inc.	0.79%	0.70%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%
MAGS Roundhill Magnificent Seven ETF	1.68%	1.48%	0.81%	0.44%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
KLAC KLA Corporation	0.50%	0.61%	0.96%	0.92%	1.25%	0.91%	1.35%	1.74%	3.17%	2.15%	2.67%	2.94%
LLY Eli Lilly and Company	0.67%	0.56%	0.67%	0.78%	1.07%	1.23%	1.75%	1.96%	1.94%	2.46%	2.77%	2.37%

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 MY Personal Best of the Best TOP 10 Jun 2024. 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 MY Personal Best of the Best TOP 10 Jun 2024 was 22.68%, occurring on Apr 8, 2025. Recovery took 35 trading sessions.

The current MY Personal Best of the Best TOP 10 Jun 2024 drawdown is 14.77%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-22.68%	Jul 11, 2024	272	Apr 8, 2025	35	May 13, 2025	307
-19.53%	Jan 29, 2026	61	Mar 30, 2026	—	—	—
-13.7%	Mar 8, 2024	43	Apr 19, 2024	31	May 20, 2024	74
-12.34%	Oct 30, 2025	24	Nov 22, 2025	66	Jan 27, 2026	90
-8.67%	Sep 6, 2023	21	Sep 26, 2023	38	Nov 3, 2023	59

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 10 assets, with an effective number of assets of 10.00, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	LLY	BTC-USD	CELH	MSFT	AMD	AVGO	KLAC	NVDA	MAGS	SMH	Portfolio
Benchmark	1.00	0.32	0.32	0.33	0.66	0.58	0.64	0.66	0.64	0.81	0.78	0.80
LLY	0.32	1.00	0.04	0.15	0.16	0.13	0.17	0.18	0.20	0.22	0.20	0.31
BTC-USD	0.32	0.04	1.00	0.13	0.12	0.21	0.15	0.18	0.17	0.22	0.23	0.45
CELH	0.33	0.15	0.13	1.00	0.20	0.25	0.17	0.29	0.21	0.23	0.27	0.44
MSFT	0.66	0.16	0.12	0.20	1.00	0.40	0.49	0.40	0.49	0.66	0.51	0.54
AMD	0.58	0.13	0.21	0.25	0.40	1.00	0.48	0.56	0.53	0.51	0.67	0.67
AVGO	0.64	0.17	0.15	0.17	0.49	0.48	1.00	0.61	0.58	0.54	0.71	0.67
KLAC	0.66	0.18	0.18	0.29	0.40	0.56	0.61	1.00	0.52	0.51	0.79	0.71
NVDA	0.64	0.20	0.17	0.21	0.49	0.53	0.58	0.52	1.00	0.66	0.77	0.71
MAGS	0.81	0.22	0.22	0.23	0.66	0.51	0.54	0.51	0.66	1.00	0.68	0.70
SMH	0.78	0.20	0.23	0.27	0.51	0.67	0.71	0.79	0.77	0.68	1.00	0.84
Portfolio	0.80	0.31	0.45	0.44	0.54	0.67	0.67	0.71	0.71	0.70	0.84	1.00

The correlation results are calculated based on daily price changes starting from Apr 12, 2023

MY Personal Best of the Best TOP 10 Jun 2024

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table