Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
GDX VanEck Gold Miners ETF | Gold, Precious Metals | 8.33% |
XGD.TO iShares S&P/TSX Global Gold Index ETF | Precious Metals | 8.33% |
NEM Newmont Corporation | Basic Materials | 8.33% |
AEM Agnico Eagle Mines Limited | Basic Materials | 8.33% |
GORO Gold Resource Corporation | Basic Materials | 8.33% |
DRD DRDGOLD Limited | Basic Materials | 8.33% |
SAND Sandstorm Gold Ltd. | Basic Materials | 8.33% |
AU AngloGold Ashanti Limited | Basic Materials | 8.33% |
KGC Kinross Gold Corporation | Basic Materials | 8.33% |
GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy Fund | Commodities, Gold | 8.33% |
GDXU MicroSectors Gold Miners 3X Leveraged ETNs due June 29, 2040 | Leveraged Equities, Gold, Precious Metals | 8.33% |
NGD.TO New Gold Inc. | Basic Materials | 8.33% |
Find the right asset allocation for 025 золото 5+
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 OptimizerPerformance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in 025 золото 5+, 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
Click Calculate to get resultsMonthly Returns
Click Calculate to get resultsExpense Ratio
025 золото 5+ has an expense ratio of 0.21%, 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.
Return for Risk
Risk / Return Rank
025 золото 5+ ranks 19 for risk / return — in the bottom 19% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
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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 025 золото 5+. 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 025 золото 5+ drawdown is 35.81%.
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
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Diversification Ratio
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