Current Jun 24
Current Jun (Time is short, There maybe big big crash due to WW or AI Bubble Burst, just a matter of time, maybe say within 1 year. GO BIG before it lost 80% of value, no turning back...
Strategy ->
36% - AI NVDL / AMDL - 30% - 20k 25% - ETF TECH SMH - 25% - 15k 30% others - MAGS or MAGX - 20% - 12k - BTC - 10% - 5k - IVV / Cash - 10% - 5k
Caution!! with NVDL : Very sensitive to news, etc. As prediction later Nvidia lead in AI and across S&P will narrow down expected within 6months.
May 24 - BTC IBIT, VOO <=> NVDL Reason : Bet for NVDL Report on May 22, Total 15% for NVDL (Most volity) 20% downwards risk. Porfolio : not so balance. Too much in Nvidia and AI. Need more balancing. May 24 - 1.2k from Ngu + 1k Saving + 0.5k from Ngu <=> NVDL Reason : Since NVDL is going strong and Number 1 in driving AI forefront. Also 2x got very effective in juicing. Just one thing, careful in 2x long since drop also can be 2x and very fast. Limit to 15% since in case of 50% drop left about 7% and also can buy back easy due to external factors, etc May 24 - VGT + 4 SCMI Stocks <=> NVDL Reason: same as above May 24 - SCMI ==> Out, not consistent, trending down, Not BEST. Buy 935, Sell 960. Gained about 400, Total : 5% gain for 1month hold. (Cap : 7.5k) May 24 - new stock, CELH, SMH => USD Reason : USD is much better than SMH 6 Jun - CELH, SCMI => MAGX Reason : Magnificent 7, solid and leading stocks to backup Complete Overhaul - Reason : SCMI and CELH dont perform as expected. SCMI down trend. CELH future not sure..
Prefer Setting in SGD (Based on 55, from last month) NVDL = 36% = 25K (Reason: already -8% in a day, if drop -50%,buy another 300 share with only 10k, worst loss 5k) SMH = 30% = 16k (Reason : SMH worst loss in 10 year is only -15%, also less cost) MAGX = 25% = 11k (Reason : To cover AMDL = 3% = 2.5k (Reason : Maybe AI future)
(dont care below) BTC = 5% = 3K IVV = 5% = 3K
Worst case -50% for Nvdl, still got 45k. Dont worry, next wk stock split and there will be rate cut later one day.
Tip : NVDA will crash 50% by end of 2024, always prepare, if really bad new = sell off first. How to know? : If One month drop >25% for NVDA, faster sell all, and wait for at least 3 month before re-enter. there maybe another crash.
Last month result : May 24 1st 2 digit of SC account : 55, Gain : 15% from end of Apr to end of May 24. Achieved Monthly Goal : 10% Achieved Monthly Target of > Salary
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BTC-USD Bitcoin | 5% | |
IVV iShares Core S&P 500 ETF | Large Cap Growth Equities | 5% |
MAGS Roundhill Magnificent Seven ETF | Technology Equities | 19% |
NVDL GraniteShares 2x Long NVDA Daily ETF | Leveraged Equities | 41% |
SMH VanEck Vectors Semiconductor ETF | Technology Equities | 30% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Current Jun 24, 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.
The earliest data available for this chart is Apr 11, 2023, corresponding to the inception date of MAGS
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.71% | -9.92% | 6.35% | 13.40% | 9.65% |
| Current Jun 24 | -45.69% | -25.55% | -49.27% | 6.93% | N/A | N/A |
| Portfolio components: | ||||||
NVDL GraniteShares 2x Long NVDA Daily ETF | -53.91% | -31.70% | -58.57% | 6.36% | N/A | N/A |
SMH VanEck Vectors Semiconductor ETF | -20.50% | -15.20% | -23.11% | -2.92% | 25.33% | 22.43% |
MAGS Roundhill Magnificent Seven ETF | -21.94% | -9.00% | -9.66% | 17.14% | N/A | N/A |
BTC-USD Bitcoin | -9.61% | 0.34% | 23.53% | 32.28% | 65.16% | 80.21% |
IVV iShares Core S&P 500 ETF | -9.91% | -6.72% | -9.41% | 7.70% | 15.11% | 11.59% |
Monthly Returns
The table below presents the monthly returns of Current Jun 24, 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 | -19.42% | 1.27% | -22.15% | -14.51% | -45.69% | ||||||||
| 2024 | 22.45% | 41.54% | 19.28% | -10.18% | 41.87% | 18.80% | -12.10% | -1.62% | 0.54% | 12.44% | 6.35% | -5.62% | 207.12% |
| 2023 | 1.30% | 29.60% | 11.03% | 9.92% | 2.51% | -12.65% | -6.29% | 17.56% | 7.76% | 70.32% |
Expense Ratio
Current Jun 24 has an expense ratio of 0.63%, placing it in the medium range. 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
The current rank of Current Jun 24 is 3, meaning it’s performing worse than 97% of other 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 | |
|---|---|---|---|---|---|
NVDL GraniteShares 2x Long NVDA Daily ETF | -0.38 | 0.12 | 1.02 | -0.30 | -1.51 |
SMH VanEck Vectors Semiconductor ETF | -0.45 | -0.40 | 0.95 | -0.33 | -1.84 |
MAGS Roundhill Magnificent Seven ETF | 0.04 | 0.31 | 1.04 | 0.00 | 0.13 |
BTC-USD Bitcoin | 1.20 | 1.85 | 1.19 | 0.90 | 5.47 |
IVV iShares Core S&P 500 ETF | -0.02 | 0.12 | 1.02 | 0.31 | -0.09 |
Dividends
Dividend yield
Current Jun 24 provided a 0.44% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.44% | 0.35% | 4.96% | 0.44% | 0.21% | 0.28% | 0.55% | 0.67% | 0.52% | 0.34% | 0.76% | 0.44% |
| Portfolio components: | ||||||||||||
NVDL GraniteShares 2x Long NVDA Daily ETF | 0.00% | 0.00% | 11.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.56% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% | 1.16% |
MAGS Roundhill Magnificent Seven ETF | 1.04% | 0.81% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BTC-USD Bitcoin | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.46% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Current Jun 24. 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 Current Jun 24 was 58.65%, occurring on Apr 6, 2025. The portfolio has not yet recovered.
The current Current Jun 24 drawdown is 41.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.65% | Nov 8, 2024 | 150 | Apr 6, 2025 | — | — | — |
| -45.06% | Jun 19, 2024 | 50 | Aug 7, 2024 | 92 | Nov 7, 2024 | 142 |
| -30.3% | Mar 26, 2024 | 25 | Apr 19, 2024 | 34 | May 23, 2024 | 59 |
| -19.56% | Sep 1, 2023 | 56 | Oct 26, 2023 | 19 | Nov 14, 2023 | 75 |
| -14.2% | Jul 19, 2023 | 26 | Aug 13, 2023 | 17 | Aug 30, 2023 | 43 |
Volatility
Volatility Chart
The current Current Jun 24 volatility is 37.64%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| BTC-USD | NVDL | IVV | MAGS | SMH | |
|---|---|---|---|---|---|
| BTC-USD | 1.00 | 0.15 | 0.24 | 0.18 | 0.19 |
| NVDL | 0.15 | 1.00 | 0.57 | 0.66 | 0.80 |
| IVV | 0.24 | 0.57 | 1.00 | 0.73 | 0.72 |
| MAGS | 0.18 | 0.66 | 0.73 | 1.00 | 0.68 |
| SMH | 0.19 | 0.80 | 0.72 | 0.68 | 1.00 |