Athu Invests Portfolio junio 2026

Asset Allocation

Position	Category/Sector	Target Weight
SIVEF Sivers Semiconductors AB (publ)	Technology	40%
NBIS Nebius Group N.V.	Communication Services	35%
SMCI Super Micro Computer, Inc.	Technology	5%
PENG Penguin Solutions, Inc	Technology	5%
TRT Trio-Tech International	Technology	5%
CRDO Credo Technology Group Holding Ltd	Technology	5%
AAOI Applied Optoelectronics, Inc.	Technology	2.50%
MU Micron Technology, Inc.	Technology	2.50%

Benchmark Against

Benchmark

S&P 500 Index

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Athu Invests Portfolio junio 2026, 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 never rebalanced.

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Returns By Period

Position	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.50%	-0.93%	8.56%	8.85%	24.33%	19.37%	11.84%	13.61%
Portfolio Athu Invests Portfolio junio 2026	4.41%	—	—	—	—	—	—	—
Portfolio components:
AAOI Applied Optoelectronics, Inc.	-2.16%	-16.96%	384.94%	427.29%	992.76%	259.45%	80.64%	32.75%
CRDO Credo Technology Group Holding Ltd	-5.27%	35.91%	74.31%	74.28%	241.28%	142.90%	—	—
MU Micron Technology, Inc.	-1.43%	26.49%	244.07%	307.41%	751.18%	144.69%	66.21%	55.83%
NBIS Nebius Group N.V.	4.55%	5.07%	177.59%	164.98%	393.02%	—	—	—
PENG Penguin Solutions, Inc	-0.31%	29.71%	227.86%	207.73%	232.62%	35.71%	22.00%	—
SIVEF Sivers Semiconductors AB (publ)	7.74%	—	—	—	—	—	—	—
SMCI Super Micro Computer, Inc.	-4.72%	-7.78%	4.07%	-5.78%	-26.71%	7.64%	52.73%	27.77%
TRT Trio-Tech International	6.91%	-21.68%	65.86%	128.51%	304.79%	63.66%	30.96%	19.02%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since May 22, 2026, Athu Invests Portfolio junio 2026's average daily return is +1.32%, while the average monthly return is +8.02%. At this rate, an investment would double in approximately 0.7 years.

Historically, 100% of months were positive and 0% were negative. The best month was Jun 2026 with a return of +10.4%, while the worst month was May 2026 at 5.6%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 0 months.

On a daily basis, Athu Invests Portfolio junio 2026 closed higher 53% of trading days. The best single day was Jun 2, 2026 with a return of +17.8%, while the worst single day was Jun 5, 2026 at -14.0%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026					5.63%	10.42%							16.63%

Expense Ratio

Athu Invests Portfolio junio 2026 has an expense ratio of 0.00%, meaning no management fees are charged. 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

Return / Risk — by metrics

The table below presents risk-adjusted performance metrics for Athu Invests Portfolio junio 2026 and compares them with S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	Portfolio	Benchmark	Difference
Sharpe ratioReturn per unit of total volatility	—	1.86	—
Sortino ratioReturn per unit of downside risk	—	2.53	—
Omega ratioGain probability vs. loss probability	—	1.34	—
Calmar ratioReturn relative to maximum drawdown	—	2.53	—
Martin ratioReturn relative to average drawdown	—	11.37	—

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

Position	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AAOI Applied Optoelectronics, Inc.	98	6.52	4.32	1.50	19.07	52.70
CRDO Credo Technology Group Holding Ltd	90	2.79	2.95	1.35	4.46	10.76
MU Micron Technology, Inc.	99	10.83	6.14	1.78	24.91	94.64
NBIS Nebius Group N.V.	95	3.50	3.75	1.42	8.03	18.34
PENG Penguin Solutions, Inc	93	3.49	3.50	1.50	4.97	9.56
SIVEF Sivers Semiconductors AB (publ)	—	—	—	—	—	—
SMCI Super Micro Computer, Inc.	30	-0.35	0.05	1.01	-0.45	-0.76
TRT Trio-Tech International	94	2.64	3.51	1.47	6.38	18.41

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for Athu Invests Portfolio junio 2026. 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

Athu Invests Portfolio junio 2026 provided a 0.00% dividend yield over the last twelve months.

Position	TTM	2025	2024	2023	2022	2021
Portfolio	0.00%	0.00%	0.01%	0.01%	0.02%	0.01%
Portfolio components:
AAOI Applied Optoelectronics, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CRDO Credo Technology Group Holding Ltd	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MU Micron Technology, Inc.	0.05%	0.16%	0.55%	0.54%	0.89%	0.21%
NBIS Nebius Group N.V.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
PENG Penguin Solutions, Inc	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SIVEF Sivers Semiconductors AB (publ)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SMCI Super Micro Computer, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
TRT Trio-Tech International	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

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 Athu Invests Portfolio junio 2026. 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 Athu Invests Portfolio junio 2026 was 19.30%, occurring on Jun 10, 2026. The portfolio has not yet recovered.

The current Athu Invests Portfolio junio 2026 drawdown is 8.23%.

Related event	Drawdown	Fall	Recovery	Underwater
2026 correction2026	-19.30%Jun 2026	7d	—	11d 2hJun 2026 - now
2026 pullback2026	-6.47%May 2026	2d	4d	6dMay 2026 - Jun 2026

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 8 assets, with an effective number of assets of 3.40, reflecting the diversification based on asset allocation. Your portfolio is dominated by one or two holdings, which significantly increases concentration risk. Consider rebalancing toward more even weights or adding additional positions.

Diversification Ratio

	All Time
Diversification Ratio	1.31

The portfolio has a diversification ratio of 1.31, in line with the typical range across portfolios. There's room to improve by adding less correlated assets.

Athu Invests Portfolio junio 2026 correlation to the S&P 500 Index

Athu Invests Portfolio junio 2026 has a 0.70 correlation to S&P 500 Index over the full available history. This section compares each holding's correlation to the benchmark and to the portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 22, 2026	0.70

Benchmark Correlations

Correlation vs. S&P 500 Index. TRT has the highest benchmark correlation at 0.70, while AAOI has the lowest at 0.24.

AAOI

0.24

CRDO

0.35

0.44

0.52

0.54

0.56

0.61

0.70

Portfolio Correlations

Correlation vs. Athu Invests Portfolio junio 2026. PENG has the highest portfolio correlation at 0.88, while NBIS has the lowest at 0.26.

0.26

0.32

0.46

0.58

0.61

TRT

0.75

SIVEF

0.86

PENG

0.88

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	NBIS	AAOI	CRDO	MU	TRT	SMCI	SIVEF	PENG
NBIS	1.00	0.10	-0.05	0.20	0.15	0.40	-0.08	0.19
AAOI	0.10	1.00	0.20	0.20	0.44	0.18	0.31	0.48
CRDO	-0.05	0.20	1.00	0.29	0.25	0.50	0.45	0.42
MU	0.20	0.20	0.29	1.00	0.18	0.59	0.40	0.61
TRT	0.15	0.44	0.25	0.18	1.00	0.15	0.79	0.53
SMCI	0.40	0.18	0.50	0.59	0.15	1.00	0.44	0.69
SIVEF	-0.08	0.31	0.45	0.40	0.79	0.44	1.00	0.74
PENG	0.19	0.48	0.42	0.61	0.53	0.69	0.74	1.00

The correlation results are calculated based on daily price changes starting from May 22, 2026

Diversification Analysis

Find what Athu Invests Portfolio junio 2026 is missing

See which holdings overlap, where Athu Invests Portfolio junio 2026 is concentrated, and which low-correlation assets could fill the gaps.

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