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MY Personal Best of the Best TOP 10 Jun 2024
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

MY Personal Best of the Best TOP 10 Jun 2024

Currency in USD · Last updated May 22, 2025

MY Personal Best of the Best TOP 10

Asset Allocation

BTC-USD 10%MSFT 10%SMH 10%NVDA 10%AMD 10%CELH 10%AVGO 10%MAGS 10%KLAC 10%LLY 10%CryptocurrencyCryptocurrencyEquityEquity
PositionCategory/SectorTarget 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 Vectors Semiconductor ETF		Technology Equities
10%

S&P 500

Performance

Performance Chart

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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

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		-0.63%13.31%-1.23%9.83%14.61%10.64%
MY Personal Best of the Best TOP 10 Jun 20247.60%21.66%10.58%9.13%N/AN/A
Portfolio components:
MSFT
Microsoft Corporation		7.78%26.25%9.56%6.29%20.82%27.25%
SMH
VanEck Vectors Semiconductor ETF		-0.29%28.56%0.00%3.35%29.35%25.04%
NVDA
NVIDIA Corporation		-1.85%36.00%-9.64%38.22%71.08%74.45%
AMD
Advanced Micro Devices, Inc.		-7.23%30.97%-18.56%-31.94%15.23%47.62%
CELH
Celsius Holdings, Inc.		38.88%1.36%32.01%-61.88%64.94%45.45%
BTC-USD
Bitcoin		14.30%22.02%13.20%52.26%63.71%84.09%
AVGO
Broadcom Inc.		-0.61%38.22%41.53%66.19%56.65%36.47%
MAGS
Roundhill Magnificent Seven ETF		-5.51%25.23%0.26%25.21%N/AN/A
KLAC
KLA Corporation		24.20%25.78%26.87%2.75%36.70%31.92%
LLY
Eli Lilly and Company		-5.74%-11.20%-3.41%-9.12%38.44%27.87%
*Annualized

Monthly Returns

The table below presents the monthly returns of MY Personal Best of the Best TOP 10 Jun 2024, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.91%-4.21%-3.10%3.99%10.47%7.60%
20246.29%21.76%4.80%-6.33%10.06%4.50%-5.41%-0.42%0.94%-2.59%3.96%1.85%43.29%
20232.80%17.93%8.16%1.93%3.68%-6.42%1.35%11.66%9.01%59.97%

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 Vectors Semiconductor ETF
MAGS
Roundhill Magnificent Seven ETF

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MY Personal Best of the Best TOP 10 Jun 2024 is 38, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of MY Personal Best of the Best TOP 10 Jun 2024 is 3838
Overall Rank
The Sharpe Ratio Rank of MY Personal Best of the Best TOP 10 Jun 2024 is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of MY Personal Best of the Best TOP 10 Jun 2024 is 5757
Sortino Ratio Rank
The Omega Ratio Rank of MY Personal Best of the Best TOP 10 Jun 2024 is 4747
Omega Ratio Rank
The Calmar Ratio Rank of MY Personal Best of the Best TOP 10 Jun 2024 is 1414
Calmar Ratio Rank
The Martin Ratio Rank of MY Personal Best of the Best TOP 10 Jun 2024 is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

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.

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
MSFT
Microsoft Corporation		0.250.801.110.101.23
SMH
VanEck Vectors Semiconductor ETF		0.080.491.070.030.47
NVDA
NVIDIA Corporation		0.640.841.110.141.22
AMD
Advanced Micro Devices, Inc.		-0.60-0.760.91-0.51-1.10
CELH
Celsius Holdings, Inc.		-0.930.961.110.050.88
BTC-USD
Bitcoin		1.053.391.362.8713.07
AVGO
Broadcom Inc.		1.051.961.270.804.69
MAGS
Roundhill Magnificent Seven ETF		0.751.231.160.242.13
KLAC
KLA Corporation		0.060.541.080.040.43
LLY
Eli Lilly and Company		-0.24-0.860.89-0.21-2.17

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 May 22, 2025 (values are recalculated daily):

  • 1-Year: 0.27
  • All Time: 1.85

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 0.46 to 0.96, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

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. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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Dividends

Dividend yield

MY Personal Best of the Best TOP 10 Jun 2024 provided a 0.47% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio0.47%0.46%0.52%0.77%0.56%0.79%1.02%1.23%1.01%1.05%1.21%3.56%
Portfolio components:
MSFT
Microsoft Corporation		0.72%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%
SMH
VanEck Vectors Semiconductor ETF		0.44%0.44%0.60%1.18%0.51%0.69%1.50%1.88%1.43%0.80%2.14%1.16%
NVDA
NVIDIA Corporation		0.03%0.03%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%
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.		0.97%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%1.22%
MAGS
Roundhill Magnificent Seven ETF		0.86%0.81%0.44%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
KLAC
KLA Corporation		0.87%0.96%0.92%1.25%0.91%1.35%1.74%3.17%2.15%2.67%2.94%26.17%
LLY
Eli Lilly and Company		0.77%0.67%0.78%1.07%1.23%1.75%1.96%1.95%2.46%2.77%2.37%2.84%

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 22.69%, occurring on Apr 8, 2025. Recovery took 35 trading sessions.

The current MY Personal Best of the Best TOP 10 Jun 2024 drawdown is 2.21%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-22.69%Jul 11, 2024272Apr 8, 202535May 13, 2025307
-13.7%Mar 8, 202443Apr 19, 202431May 20, 202474
-8.67%Sep 6, 202321Sep 26, 202338Nov 3, 202359
-5.78%Jun 19, 20246Jun 24, 202416Jul 10, 202422
-3.98%Aug 15, 20233Aug 17, 20236Aug 23, 20239

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 suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
^GSPCBTC-USDLLYCELHMSFTAMDAVGONVDAKLACMAGSSMHPortfolio
^GSPC1.000.260.370.350.720.610.670.650.680.800.780.80
BTC-USD0.261.000.020.140.080.160.140.140.160.180.190.42
LLY0.370.021.000.130.220.140.230.250.230.260.240.33
CELH0.350.140.131.000.230.240.180.210.300.270.260.45
MSFT0.720.080.220.231.000.460.510.510.480.710.570.58
AMD0.610.160.140.240.461.000.510.540.600.530.690.66
AVGO0.670.140.230.180.510.511.000.610.670.580.750.70
NVDA0.650.140.250.210.510.540.611.000.540.670.800.72
KLAC0.680.160.230.300.480.600.670.541.000.520.800.73
MAGS0.800.180.260.270.710.530.580.670.521.000.680.70
SMH0.780.190.240.260.570.690.750.800.800.681.000.84
Portfolio0.800.420.330.450.580.660.700.720.730.700.841.00
The correlation results are calculated based on daily price changes starting from Apr 12, 2023