2023
2023 portfolio
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
GBPG.L Goldman Sachs Access UK Gilts 1-10 Years UCITS ETF Class GBP (Dist) | European Government Bonds | 11.11% |
GLTL.L SPDR Bloomberg 15+ Year Gilt UCITS ETF | European Government Bonds | 11.11% |
IGLS.L iShares UK Gilts 0-5yr UCITS ETF GBP (Dist) | European Government Bonds | 11.11% |
MSFT Microsoft Corporation | Technology | 11.11% |
NIO NIO Inc. | Consumer Cyclical | 11.11% |
NVDA NVIDIA Corporation | Technology | 11.11% |
QQQ Invesco QQQ | Large Cap Blend Equities | 11.11% |
SPY SPDR S&P 500 ETF | Large Cap Growth Equities | 11.11% |
XBI SPDR S&P Biotech ETF | Health & Biotech Equities | 11.11% |
Performance
Performance Chart
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Returns By Period
Click Calculate to get resultsMonthly Returns
The table below presents the monthly returns of 2023, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Click Calculate to get resultsExpense Ratio
2023 has an expense ratio of 0.10%, 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 2023 is 15, meaning it’s performing worse than 85% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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Dividends
Dividend yield
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 2023. 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.
The current 2023 drawdown is 7.75%.
Click Calculate to get resultsVolatility
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 9 assets, with an effective number of assets of 9.00, 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.