MY Personal Best of the Best TOP 10 Jun 2024
MY Personal Best of the Best TOP 10
Asset Allocation
| Position | Category/Sector | 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% |
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 Quarterly
The earliest data available for this chart is Apr 11, 2023, corresponding to the inception date of MAGS
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 25.45% | 2.91% | 14.05% | 35.64% | 14.13% | 11.39% |
| MY Personal Best of the Best TOP 10 Jun 2024 | 42.34% | -2.47% | 2.22% | 53.80% | N/A | N/A |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 13.11% | 0.93% | 0.17% | 15.11% | 24.59% | 25.94% |
SMH VanEck Vectors Semiconductor ETF | 44.03% | -3.61% | 7.68% | 57.29% | 33.67% | 28.85% |
NVDA NVIDIA Corporation | 199.51% | 7.40% | 56.73% | 198.72% | 95.71% | 77.92% |
AMD Advanced Micro Devices, Inc. | -2.56% | -13.09% | -10.05% | 19.81% | 30.34% | 49.44% |
CELH Celsius Holdings, Inc. | -50.55% | -22.57% | -71.28% | -48.41% | 84.40% | 69.04% |
BTC-USD Bitcoin | 108.10% | 33.17% | 32.73% | 147.50% | 58.81% | 72.54% |
AVGO Broadcom Inc. | 59.57% | -3.34% | 23.50% | 83.91% | 46.11% | 38.43% |
MAGS Roundhill Magnificent Seven ETF | 55.90% | 9.81% | 27.72% | 61.21% | N/A | N/A |
KLAC KLA Corporation | 15.06% | -19.87% | -12.34% | 22.62% | 32.19% | 28.89% |
LLY Eli Lilly and Company | 41.16% | -11.90% | 4.19% | 34.71% | 51.11% | 30.91% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 6.29% | 21.76% | 4.80% | -6.33% | 10.06% | 4.50% | -5.41% | -0.42% | 0.94% | -2.59% | 42.34% | ||
| 2023 | 2.80% | 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 compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MY Personal Best of the Best TOP 10 Jun 2024 is 2, indicating that it is in the bottom 2% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
MSFT Microsoft Corporation | 0.39 | 0.63 | 1.08 | 0.10 | 1.08 |
SMH VanEck Vectors Semiconductor ETF | 0.57 | 0.97 | 1.12 | 0.24 | 1.98 |
NVDA NVIDIA Corporation | 2.18 | 2.60 | 1.32 | 2.32 | 12.03 |
AMD Advanced Micro Devices, Inc. | -0.86 | -1.07 | 0.87 | 0.54 | -1.58 |
CELH Celsius Holdings, Inc. | -1.39 | -3.29 | 0.65 | -0.74 | -1.75 |
BTC-USD Bitcoin | 1.10 | 1.80 | 1.18 | 0.94 | 4.49 |
AVGO Broadcom Inc. | 1.02 | 1.62 | 1.20 | 0.78 | 5.27 |
MAGS Roundhill Magnificent Seven ETF | 2.30 | 2.80 | 1.38 | 1.38 | 9.16 |
KLAC KLA Corporation | -0.17 | 0.08 | 1.01 | 1.00 | -0.64 |
LLY Eli Lilly and Company | 0.27 | 0.60 | 1.08 | 0.08 | 1.29 |
Dividends
Dividend yield
MY Personal Best of the Best TOP 10 Jun 2024 provided a 0.37% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.37% | 0.52% | 0.89% | 0.61% | 0.86% | 1.47% | 1.41% | 1.15% | 1.13% | 1.43% | 3.67% | 1.58% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.71% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
SMH VanEck Vectors Semiconductor ETF | 0.41% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% | 1.94% |
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. | 1.19% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% | 1.22% | 1.66% |
MAGS Roundhill Magnificent Seven ETF | 0.28% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KLAC KLA Corporation | 0.65% | 0.92% | 1.25% | 0.91% | 1.35% | 1.74% | 3.17% | 2.15% | 2.67% | 2.94% | 26.17% | 2.64% |
LLY Eli Lilly and Company | 0.48% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.95% | 2.46% | 2.77% | 2.37% | 2.84% | 3.84% |
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.
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 21.33%, occurring on Aug 7, 2024. The portfolio has not yet recovered.
The current MY Personal Best of the Best TOP 10 Jun 2024 drawdown is 7.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.33% | Jul 11, 2024 | 28 | Aug 7, 2024 | — | — | — |
| -13.7% | Mar 8, 2024 | 43 | Apr 19, 2024 | 31 | May 20, 2024 | 74 |
| -8.67% | Sep 6, 2023 | 21 | Sep 26, 2023 | 38 | Nov 3, 2023 | 59 |
| -5.78% | Jun 19, 2024 | 6 | Jun 24, 2024 | 16 | Jul 10, 2024 | 22 |
| -3.98% | Aug 15, 2023 | 3 | Aug 17, 2023 | 6 | Aug 23, 2023 | 9 |
Volatility
Volatility Chart
The current MY Personal Best of the Best TOP 10 Jun 2024 volatility is 7.78%, 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.
Diversification
Asset Correlations Table
| BTC-USD | LLY | CELH | AMD | MSFT | AVGO | NVDA | KLAC | MAGS | SMH | |
|---|---|---|---|---|---|---|---|---|---|---|
| BTC-USD | 1.00 | 0.02 | 0.15 | 0.14 | 0.04 | 0.10 | 0.13 | 0.12 | 0.15 | 0.15 |
| LLY | 0.02 | 1.00 | 0.14 | 0.10 | 0.22 | 0.23 | 0.23 | 0.21 | 0.30 | 0.22 |
| CELH | 0.15 | 0.14 | 1.00 | 0.22 | 0.26 | 0.20 | 0.24 | 0.31 | 0.31 | 0.28 |
| AMD | 0.14 | 0.10 | 0.22 | 1.00 | 0.43 | 0.50 | 0.52 | 0.58 | 0.50 | 0.67 |
| MSFT | 0.04 | 0.22 | 0.26 | 0.43 | 1.00 | 0.51 | 0.49 | 0.48 | 0.70 | 0.56 |
| AVGO | 0.10 | 0.23 | 0.20 | 0.50 | 0.51 | 1.00 | 0.62 | 0.67 | 0.57 | 0.76 |
| NVDA | 0.13 | 0.23 | 0.24 | 0.52 | 0.49 | 0.62 | 1.00 | 0.53 | 0.65 | 0.80 |
| KLAC | 0.12 | 0.21 | 0.31 | 0.58 | 0.48 | 0.67 | 0.53 | 1.00 | 0.55 | 0.79 |
| MAGS | 0.15 | 0.30 | 0.31 | 0.50 | 0.70 | 0.57 | 0.65 | 0.55 | 1.00 | 0.68 |
| SMH | 0.15 | 0.22 | 0.28 | 0.67 | 0.56 | 0.76 | 0.80 | 0.79 | 0.68 | 1.00 |