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First Portfolio
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

First Portfolio

Currency in USD · Last updated Jul 14, 2026

Asset Allocation

1 position 3.03%1 position 3.03%31 positions 93.93%AlternativesAlternativesCurrencyCurrencyEquityEquity
PositionCategory/SectorTarget Weight
HTUS
Hull Tactical US ETF		Long-Short
3.03%
YCS
ProShares UltraShort Yen		Leveraged Currency
3.03%
500P.L
Franklin S&P 500 Paris Aligned Climate UCITS ETF		S&P 500
3.03%
5ESG.DE
Invesco S&P 500 Scored & Screened ETF Acc		S&P 500
3.03%
AUSF
Global X Adaptive U.S. Factor ETF		Mid Cap Value Equities, Multi-factor
3.03%
C071.DE
3.03%
CJP.NEO
iShares Japan Fundamental Index ETF (CAD-Hedged)		Japan Equities, Asia Pacific Equities
3.03%
CSY2.DE
CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD		Large Cap Blend Equities
3.03%
DBJP
Xtrackers MSCI Japan Hedged Equity ETF		Japan Equities, Asia Pacific Equities
3.03%
DXJ
WisdomTree Japan Hedged Equity Fund		Japan Equities, Asia Pacific Equities
3.03%
DXJS
WisdomTree Japan Hedged SmallCap Equity Fund		Japan Equities, Asia Pacific Equities
3.03%
FLXU.DE
Franklin U.S. Equity UCITS ETF		Large Cap Blend Equities
3.03%
FMIL
Fidelity New Millennium ETF		Large Cap Blend Equities
3.03%
FRIN.L
Franklin FTSE India UCITS ETF		India Equities, Asia Pacific Equities
3.03%
HEDJ
WisdomTree Europe Hedged Equity Fund		Europe Equities
3.03%
HEWJ
iShares Currency Hedged MSCI Japan ETF		Japan Equities, Asia Pacific Equities
3.03%
IITU.L
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)		Technology Equities, S&P 500
3.03%
IUIT.L
iShares S&P 500 Information Technology Sector UCITS ETF		Technology Equities, S&P 500
3.03%
IUQF.L
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Acc)		Large Cap Blend Equities
3.03%
JURE.L
JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc)		Large Cap Blend Equities
3.03%
LYPG.DE
Amundi MSCI World Information Technology UCITS ETF EUR Acc		Technology Equities
3.03%
MLPR
ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN		Leveraged Equities
3.03%
QDVE.DE
iShares S&P 500 Information Technology Sector UCITS ETF		Technology Equities, S&P 500
3.03%
SMGB.L
VanEck Semiconductor UCITS ETF		Semiconductors, Technology Equities
3.03%
SPEP.L
Invesco S&P 500 Scored & Screened ETF Acc		S&P 500, ESG
3.03%
SXLK.AS
SPDR S&P U.S. Technology Select Sector UCITS ETF		Technology Equities
3.03%
URNM
Sprott Uranium Miners ETF		Uranium
3.03%
USCP.DE
Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF (EUR)		Large Cap Blend Equities
3.03%
VUSA.DE
Vanguard S&P 500 UCITS ETF		S&P 500
3.03%
WTCH.AS
SPDR MSCI World Technology UCITS ETF		Technology Equities
3.03%
XDWT.DE
Xtrackers MSCI World Information Technology UCITS ETF 1C		Technology Equities
3.03%
XLKQ.L
Invesco Technology S&P US Select Sector UCITS ETF GBP Acc		Technology Equities
3.03%
XSTC.L
Xtrackers MSCI USA Information Technology UCITS ETF 1D		Technology Equities
3.03%

S&P 500 Index

Portfolio Optimizer

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in First Portfolio , 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 Every 3 months.

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Returns By Period

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Monthly Returns

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Expense Ratio

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.

Return for Risk

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for First 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

First 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 First 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

—

Not enough data to calculate this metric.

Diversification Ratio

—

Not enough data to calculate this metric.