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Core Speculative Portfolio
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Core Speculative Portfolio

Currency in USD · Last updated May 11, 2025

Fifth pillar of my core financial investment. Focus on sector or companies with explosive growth potentials in the coming decades even if they are unproven which makes this portfolio highly speculative. Invest with great caution and care. The next decade is defined by AI. This portfolio should include AI, quantum computing, cyber security, nuclear fusion technology, robotic automation, infrastructure etc. Other suggestion might come from monthly recommendation for SeekAlpha paid premium serivce. Given the fund is highly speculative, investment may fail from time to time. Should set a stop loss strategy for each investment. Unrecommended for long term holding but also against short term holding. Should give each investment enough time to prove itself.

Asset Allocation

GLD 40%IBIT 36%AIQ 2%QTUM 2%IETC 2%SOXQ 2%BOTZ 2%IGPT 2%HACK 2%GRID 2%IAI 2%NUKZ 2%IRBO 2%ARKW 2%CommodityCommodityCryptocurrencyCryptocurrencyEquityEquity
PositionCategory/SectorTarget Weight
AIQ
Global X Artificial Intelligence & Technology ETF		Large Cap Growth Equities
2%
ARKW
ARK Next Generation Internet ETF		All Cap Equities, Actively Managed
2%
BOTZ
Global X Robotics & Artificial Intelligence Thematic ETF		Robotics, Technology Equities
2%
GLD
SPDR Gold Trust		Precious Metals, Gold
40%
GRID
First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index		Alternative Energy Equities
2%
HACK
ETFMG Prime Cyber Security ETF		Technology Equities, Cybersecurity
2%
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF		Financials Equities
2%
IBIT
iShares Bitcoin Trust		Blockchain
36%
IETC
iShares Evolved U.S. Technology ETF		Technology Equities, Actively Managed
2%
IGPT
Invesco AI and Next Gen Software ETF		Technology Equities
2%
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF		Robotics, Technology Equities
2%
NUKZ
Range Nuclear Renaissance ETF		Energy Equities
2%
QTUM
Defiance Quantum ETF		Technology Equities
2%
SOXQ
Invesco PHLX Semiconductor ETF		Technology Equities
2%

Performance

Performance Chart

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Returns By Period

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Monthly Returns

The table below presents the monthly returns of Core Speculative Portfolio, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

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Expense Ratio

Core Speculative Portfolio has an expense ratio of 0.38%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 95, Core Speculative Portfolio is among the top 5% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of Core Speculative Portfolio is 9595
Overall Rank
The Sharpe Ratio Rank of Core Speculative Portfolio is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of Core Speculative Portfolio is 9494
Sortino Ratio Rank
The Omega Ratio Rank of Core Speculative Portfolio is 9292
Omega Ratio Rank
The Calmar Ratio Rank of Core Speculative Portfolio is 9797
Calmar Ratio Rank
The Martin Ratio Rank of Core Speculative Portfolio is 9595
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.

There isn't enough data available to calculate the Sharpe ratio for Core Speculative Portfolio. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

Core Speculative Portfolio doesn't pay dividends

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 Core Speculative Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The portfolio has not yet recovered.

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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 14 assets, with an effective number of assets of 3.40, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.