My portfolio
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
IBIT iShares Bitcoin Trust | Blockchain | 20% |
PLTR Palantir Technologies Inc. | Technology | 40% |
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 40% |
Performance
Performance Chart
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The earliest data available for this chart is Jan 11, 2024, corresponding to the inception date of IBIT
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.12% | 6.51% | -1.84% | 10.98% | 14.10% | 10.82% |
| My portfolio | 25.87% | 6.62% | 32.21% | 147.03% | N/A | N/A |
| Portfolio components: | ||||||
PLTR Palantir Technologies Inc. | 63.64% | 7.95% | 87.37% | 487.93% | N/A | N/A |
SCHD Schwab US Dividend Equity ETF | -3.83% | 0.97% | -9.92% | 4.76% | 12.11% | 10.50% |
IBIT iShares Bitcoin Trust | 14.59% | 12.82% | 10.47% | 55.95% | N/A | N/A |
Monthly Returns
The table below presents the monthly returns of My portfolio, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.10% | -1.29% | -1.10% | 15.64% | 5.09% | 25.87% | |||||||
| 2024 | -3.07% | 31.62% | 0.84% | -7.15% | 3.13% | 3.88% | 6.71% | 5.73% | 9.63% | 6.77% | 35.47% | 4.06% | 138.24% |
Expense Ratio
My portfolio has an expense ratio of 0.07%, 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
With an overall rank of 99, My portfolio is among the top 1% 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.
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 | |
|---|---|---|---|---|---|
PLTR Palantir Technologies Inc. | 6.86 | 5.21 | 1.71 | 12.25 | 36.97 |
SCHD Schwab US Dividend Equity ETF | 0.29 | 0.46 | 1.06 | 0.25 | 0.76 |
IBIT iShares Bitcoin Trust | 1.06 | 1.75 | 1.21 | 2.09 | 4.56 |
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Dividends
Dividend yield
My portfolio provided a 1.60% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.60% | 1.46% | 1.40% | 1.36% | 1.11% | 1.26% | 1.19% | 1.23% | 1.05% | 1.16% | 1.19% | 1.05% |
| Portfolio components: | ||||||||||||
PLTR Palantir Technologies 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% |
SCHD Schwab US Dividend Equity ETF | 3.99% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
IBIT iShares Bitcoin Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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 portfolio. 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 portfolio was 26.45%, occurring on Apr 8, 2025. Recovery took 24 trading sessions.
The current My portfolio drawdown is 2.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.45% | Feb 19, 2025 | 35 | Apr 8, 2025 | 24 | May 13, 2025 | 59 |
| -11.82% | Mar 8, 2024 | 28 | Apr 17, 2024 | 60 | Jul 15, 2024 | 88 |
| -11.79% | Jul 23, 2024 | 10 | Aug 5, 2024 | 6 | Aug 13, 2024 | 16 |
| -10.81% | Dec 26, 2024 | 11 | Jan 13, 2025 | 12 | Jan 30, 2025 | 23 |
| -5.68% | Aug 22, 2024 | 11 | Sep 6, 2024 | 1 | Sep 9, 2024 | 12 |
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 3 assets, with an effective number of assets of 2.78, 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.
Asset Correlations Table
| ^GSPC | SCHD | IBIT | PLTR | Portfolio | |
|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.58 | 0.36 | 0.59 | 0.66 |
| SCHD | 0.58 | 1.00 | 0.24 | 0.26 | 0.42 |
| IBIT | 0.36 | 0.24 | 1.00 | 0.30 | 0.60 |
| PLTR | 0.59 | 0.26 | 0.30 | 1.00 | 0.91 |
| Portfolio | 0.66 | 0.42 | 0.60 | 0.91 | 1.00 |