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(no name)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


50 positions 1.00%EquityEquity
PositionCategory/SectorTarget Weight
NVDA
NVIDIA Corporation
Technology
0.19%
AVGO
Broadcom Inc.
Technology
0.08%
STRL
Sterling Infrastructure, Inc.
Industrials
0.08%
IESC
IES Holdings, Inc.
Industrials
0.05%
IBKR
Interactive Brokers Group, Inc.
Financial Services
0.05%
EME
EMCOR Group, Inc.
Industrials
0.05%
LRN
Stride, Inc.
Consumer Defensive
0.04%
KLAC
KLA Corporation
Technology
0.04%
CLMB
Climb Global Solutions
Technology
0.03%
MSFT
Microsoft Corporation
Technology
0.03%
LLY
Eli Lilly and Company
Healthcare
0.03%
COKE
Coca-Cola Consolidated, Inc.
Consumer Defensive
0.03%
ACHR
Archer Aviation Inc.
Industrials
0.02%
GENI
Genius Sports Limited
Communication Services
0.02%
QBTS
D-Wave Quantum Inc
Technology
0.02%
HIMS
Hims & Hers Health, Inc.
Healthcare
0.02%
CRS
Carpenter Technology Corporation
Industrials
0.02%
APH
Amphenol Corporation
Technology
0.02%
APP
AppLovin Corporation
Communication Services
0.02%
REVG
0.01%
AGX
Argan, Inc.
Industrials
0.01%
PRIM
Primoris Services Corporation
Industrials
0.01%
FLEX
Flex Ltd.
Technology
0.01%
VST
Vistra Corp.
Utilities
0.01%
HWM
Howmet Aerospace Inc.
Industrials
0.01%
FIX
Comfort Systems USA, Inc.
Industrials
0.01%
TSM
Taiwan Semiconductor Manufacturing Company Limited
Technology
0.01%
BMNR
BitMine Immersion Technologies, Inc.
Financial Services
0.01%
GFI
Gold Fields Limited
Basic Materials
0.01%
ANET
Arista Networks, Inc.
Technology
0.01%
GFF
Griffon Corporation
Industrials
0.01%
URI
United Rentals, Inc.
Industrials
0.01%
SOUN
SoundHound AI, Inc.
Technology
0.01%
ASM
Avino Silver & Gold Mines Ltd.
Basic Materials
0.01%
CSGS
0.01%
IDT
IDT Corporation
Communication Services
0.01%
CAH
Cardinal Health, Inc.
Healthcare
0.01%
RMBS
Rambus Inc.
Technology
0.01%
EQV
0.01%
ACM
AECOM
Industrials
0%
CRCL
Circle Internet Group, Inc.
Financial Services
0%
MSTR
Strategy Inc
Technology
0%
DGII
Digi International Inc.
Technology
0%
CURI
CuriosityStream Inc.
Communication Services
0%
COR
Cencora Inc.
Healthcare
0%
FUBO
fuboTV Inc.
Communication Services
0%
FGMC
0%
SEZL
Sezzle Inc. Common Stock
Financial Services
0%
TSSI
TSS, Inc
Technology
0%
KD
Kyndryl Holdings, Inc.
Technology
0%

S&P 500 Index

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in (no name), 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 (no name). 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


(no name) 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 (no name). 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

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