PortfoliosLab logoPortfoliosLab logo
Me
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


EADOX 8.45%FBND 5.85%4 positions 5.33%2 positions 1.21%FELC 10.30%FIVFX 7.71%JGRO 6.94%SCHD 6.00%FELG 5.44%18 positions 42.77%BondBondCryptocurrencyCryptocurrencyEquityEquity
PositionCategory/SectorTarget Weight
FELC
Fidelity Enhanced Large Cap Core ETF
Large Cap Blend Equities
10.30%
EADOX
Eaton Vance Emerging Markets Debt Opportunities Fund Class A
Emerging Markets Bonds
8.45%
FIVFX
Fidelity International Capital Appreciation Fund
Foreign Large Cap Equities
7.71%
JGRO
JPMorgan Active Growth ETF
Large Cap Growth Equities
6.94%
SCHD
Schwab U.S. Dividend Equity ETF
Dividend
6%
FBND
Fidelity Total Bond ETF
Intermediate Core-Plus Bond
5.85%
FELG
Fidelity Enhanced Large Cap Growth ETF
Large Cap Growth Equities
5.44%
RDIV
Invesco S&P Ultra Dividend Revenue ETF
Mid Cap Value Equities, Dividend
4.49%
PRWAX
T. Rowe Price All-Cap Opportunities Fund
Large Cap Growth Equities
4.40%
BBLU
Ea Bridgeway Blue Chip ETF
Large Cap Growth Equities
3.98%
LVHI
Franklin International Low Volatility High Dividend Index ETF
Volatility Hedged Equity, Dividend
3.98%
JEPI
JPMorgan Equity Premium Income ETF
Dividend, Derivative Income
3.78%
BKGI
Bny Mellon Global Infrastructure Income ETF
Energy Equities
3.25%
AVUV
Avantis US Small Cap Value ETF
Small Cap Value Equities
3.20%
XMMO
Invesco S&P MidCap Momentum ETF
Momentum, Mid Cap Growth Equities
3.19%
RDVY
First Trust Rising Dividend Achievers ETF
Dividend, Large Cap Blend Equities
3.03%
FENI
Fidelity Enhanced International ETF
Foreign Large Cap Equities
2.46%
FCPGX
Fidelity Small Cap Growth Fund
Small Cap Growth Equities
2.12%
NEAR
iShares Short Duration Bond Active ETF
Short-Term Bond
2%
FZROX
Fidelity ZERO Total Market Index Fund
Large Cap Blend Equities
1.87%
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
Nasdaq-100, Derivative Income
1.69%
JAAA
Janus Henderson AAA CLO ETF
CLO
1.33%
JCPI
JPMorgan Inflation Managed Bond ETF
Inflation-Protected Bonds
1%
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Government Bonds
1%
FETH
Fidelity Ethereum Fund
Cryptocurrency
0.88%
AVLV
Avantis U.S. Large Cap Value ETF
Large Cap Value Equities
0.48%
AVMV
Avantis U.S. Mid Cap Value ETF
Mid Cap Value Equities
0.46%
SATO
Invesco Alerian Galaxy Crypto Economy ETF
Cryptocurrency
0.33%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
Large Cap Blend Equities
0.28%
RIVN
Rivian Automotive, Inc.
Consumer Cyclical
0.10%
FDRXX
0.01%

S&P 500 Index

Portfolio Optimizer

Find the right asset allocation for Me

Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Me, 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.


Loading charts...

Returns By Period


Chart placeholderClick Calculate to get results

Monthly Returns


Chart placeholderClick Calculate to get results

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 Me. This metric is based on the past 12 months of trading data. Please check back later for updated information.


Loading charts...

Dividends

Dividend yield


Me 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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Me. 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.


Chart placeholderClick Calculate to get results

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Diversification

Diversification Metrics


Number of Effective Assets

Not enough data to calculate this metric.


Diversification Ratio

Not enough data to calculate this metric.