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Findings Portfolio
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Findings Portfolio

Currency in USD · Last updated Jun 9, 2026

Asset Allocation

F500.DE 6.25%6AQQ.DE 6.25%CSY2.DE 6.25%D6RP.DE 6.25%LYYB.DE 6.25%D6RQ.DE 6.25%IITU.L 6.25%IUQF.L 6.25%LYPG.DE 6.25%GXLK.L 6.25%UC99.L 6.25%UET5.DE 6.25%VUSA.L 6.25%XDEQ.DE 6.25%XLKQ.L 6.25%ZPA5.DE 6.25%EquityEquity
PositionCategory/SectorTarget Weight
F500.DE
Amundi S&P 500 ESG UCITS ETF Acc		S&P 500, ESG
6.25%
6AQQ.DE
Amundi Nasdaq 100 UCITS ETF EUR		Nasdaq-100
6.25%
CSY2.DE
CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD		Large Cap Blend Equities
6.25%
D6RP.DE
Deka MSCI World Climate Change ESG UCITS ETF		Global Equities
6.25%
LYYB.DE
Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Dist		Large Cap Blend Equities
6.25%
D6RQ.DE
Deka MSCI USA Climate Change ESG UCITS ETF		Large Cap Blend Equities
6.25%
IITU.L
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)		Technology Equities, S&P 500
6.25%
IUQF.L
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Acc)		Large Cap Blend Equities
6.25%
LYPG.DE
Amundi MSCI World Information Technology UCITS ETF EUR Acc		Technology Equities
6.25%
GXLK.L
SPDR S&P US Technology Select Sector UCITS ETF		Technology Equities
6.25%
UC99.L
UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis		Large Cap Blend Equities
6.25%
UET5.DE
UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) Dist		Europe Equities
6.25%
VUSA.L
Vanguard S&P 500 UCITS ETF		S&P 500
6.25%
XDEQ.DE
Xtrackers MSCI World Quality Factor UCITS ETF 1C		Global Equities
6.25%
XLKQ.L
Invesco Technology S&P US Select Sector UCITS ETF GBP Acc		Technology Equities
6.25%
ZPA5.DE
Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc		S&P 500
6.25%

S&P 500 Index

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Performance

Performance Chart

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

Position1D1MYTD6M1Y3Y*5Y*10Y*
Benchmark
S&P 500 Index
0.30%0.09%8.18%8.17%23.42%19.88%11.91%13.45%
Portfolio
Findings Portfolio
————————
Portfolio components:
6AQQ.DE
Amundi Nasdaq 100 UCITS ETF EUR		-0.74%4.32%19.25%18.59%40.04%28.08%17.76%21.69%
CSY2.DE
CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD		0.86%1.87%9.45%10.85%28.15%22.49%13.58%—
D6RP.DE
Deka MSCI World Climate Change ESG UCITS ETF		-0.13%3.05%9.97%11.12%28.93%23.22%13.51%—
D6RQ.DE
Deka MSCI USA Climate Change ESG UCITS ETF		-0.46%4.52%13.08%12.97%35.76%26.46%16.44%—
F500.DE
Amundi S&P 500 ESG UCITS ETF Acc		0.76%2.27%9.73%11.04%30.02%21.80%14.47%—
GXLK.L
SPDR S&P US Technology Select Sector UCITS ETF		————————
IITU.L
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)		0.08%3.96%18.84%17.09%46.20%33.23%23.21%26.02%
IUQF.L
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Acc)		-0.17%2.01%7.66%8.62%20.22%19.39%11.60%—
LYPG.DE
Amundi MSCI World Information Technology UCITS ETF EUR Acc		-1.98%8.32%23.54%22.85%50.18%32.42%21.04%24.02%
LYYB.DE
Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Dist		0.06%2.60%9.10%9.58%24.99%20.71%12.00%14.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Expense Ratio

Findings Portfolio has an expense ratio of 0.17%, 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.

Top 10 holdings
LYPG.DE
Amundi MSCI World Information Technology UCITS ETF EUR Acc
D6RP.DE
Deka MSCI World Climate Change ESG UCITS ETF
D6RQ.DE
Deka MSCI USA Climate Change ESG UCITS ETF
UC99.L
UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis
XDEQ.DE
Xtrackers MSCI World Quality Factor UCITS ETF 1C
6AQQ.DE
Amundi Nasdaq 100 UCITS ETF EUR
IUQF.L
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Acc)
IITU.L
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)
GXLK.L
SPDR S&P US Technology Select Sector UCITS ETF
XLKQ.L
Invesco Technology S&P US Select Sector UCITS ETF GBP Acc

Return for Risk

Return / Risk — by metrics

The table below presents risk-adjusted performance metrics for Findings Portfolio and compares them with S&P 500 Index.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

PositionRisk / Return RankSharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
6AQQ.DE
Amundi Nasdaq 100 UCITS ETF EUR		822.553.491.433.7013.64
CSY2.DE
CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD		722.273.251.402.6010.43
D6RP.DE
Deka MSCI World Climate Change ESG UCITS ETF		662.072.981.352.539.92
D6RQ.DE
Deka MSCI USA Climate Change ESG UCITS ETF		722.363.261.402.8510.07
F500.DE
Amundi S&P 500 ESG UCITS ETF Acc		832.613.761.463.3214.42
GXLK.L
SPDR S&P US Technology Select Sector UCITS ETF		——————
IITU.L
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)		672.262.991.372.748.20
IUQF.L
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Acc)		611.842.801.322.3610.24
LYPG.DE
Amundi MSCI World Information Technology UCITS ETF EUR Acc		732.473.271.393.099.39
LYYB.DE
Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Dist		692.113.021.372.6310.64

Sharpe Ratio

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

Findings Portfolio provided a 0.38% dividend yield over the last twelve months.

PositionTTM20252024202320222021202020192018201720162015
Portfolio0.38%0.37%0.43%0.42%0.52%0.37%0.39%0.21%0.30%0.26%0.28%0.24%
Portfolio components:
6AQQ.DE
Amundi Nasdaq 100 UCITS ETF EUR		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CSY2.DE
CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
D6RP.DE
Deka MSCI World Climate Change ESG UCITS ETF		0.69%0.79%0.70%1.04%1.23%0.79%0.34%0.00%0.00%0.00%0.00%0.00%
D6RQ.DE
Deka MSCI USA Climate Change ESG UCITS ETF		0.37%0.53%0.39%0.60%0.80%0.46%0.25%0.00%0.00%0.00%0.00%0.00%
F500.DE
Amundi S&P 500 ESG UCITS ETF Acc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
GXLK.L
SPDR S&P US Technology Select Sector UCITS ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IITU.L
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IUQF.L
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Acc)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LYPG.DE
Amundi MSCI World Information Technology UCITS ETF EUR Acc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LYYB.DE
Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Dist		0.81%0.99%0.78%0.00%1.12%0.95%1.31%1.14%1.81%1.64%1.88%2.03%

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 Findings 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.

Related event

Drawdown

Fall

Recovery

Underwater

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 16 assets, with an effective number of assets of 16.00, reflecting the diversification based on asset allocation. Your capital is spread almost evenly across your holdings, indicating a well-balanced allocation. Note that true diversification also depends on the correlations between assets — check the diversification ratio below.

Diversification Ratio

—

Not enough data to calculate this metric.