2026-01-16 59 OPT

Asset Allocation

Position	Category/Sector	Target Weight
NRJL.L Lyxor MSCI New Energy ESG Filtered (DR) UCITS ETF - Dist	Energy Equities	18.56%
XSLR.DE Xtrackers IE Physical Silver ETC Securities	Silver, Precious Metals	7.97%
SSLN.L iShares Physical Silver ETC	Silver, Precious Metals	5%
4GLD.DE Xetra-Gold	Gold, Precious Metals	5%
GJGB.L VanEck Junior Gold Miners UCITS ETF	Gold, Precious Metals	5%
HYMC Hycroft Mining Holding Corporation	Basic Materials	2.88%
IQQA.DE iShares Euro Dividend UCITS ETF	Dividend	2.76%
G2XJ.DE VanEck Junior Gold Miners UCITS	Precious Metals	2.50%
GGP.L Greatland Gold plc	Basic Materials	2.50%
G2X.DE VanEck Gold Miners UCITS ETF	Precious Metals	2.20%
HOC.L Hochschild Mining plc	Basic Materials	2.20%
IS0E.DE iShares Gold Producers UCITS ETF	Precious Metals	2%
AII.TO Almonty Industries Inc.	Basic Materials	2%
IVVD Invivyd Inc.	Healthcare	2%
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE)	Financials Equities	2%
CEMS.DE iShares Edge MSCI Europe Value Factor UCITS ETF	Europe Equities	2%
ABR.DE Barrick Gold Corporation	Basic Materials	2%
FMV.DE First Majestic Silver Corp	Basic Materials	2%
ANTO.L Antofagasta plc	Basic Materials	2%
ATYM.L Atalaya Mining Ltd	Basic Materials	2%
PL Planet Labs PBC	Industrials	2%
SPPP.L Invesco Physical Platinum	Precious Metals	1.80%
XRH0.L Xtrackers Physical Rhodium ETC	Metals	1.73%
DFND.AS iShares Global Aerospace & Defence UCITS ETF	Industrials Equities	1.70%
DFEN.DE VanEck Defense UCITS ETF A	Aerospace & Defense	1.70%
EDV.L Endeavour Mining Corp	Basic Materials	1.70%
HL Hecla Mining Company	Basic Materials	1.20%
FRES.L Fresnillo plc	Basic Materials	1.10%
UBUD.DE UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) Dist	Precious Metals	1%
REGB.L VanEck Rare Earth and Strategic Metals UCITS ETF A	Precious Metals	1%
AEM Agnico Eagle Mines Limited	Basic Materials	1%
NMM.DE Newmont Corporation	Basic Materials	1%
PAAS Pan American Silver Corp.	Basic Materials	1%
RIO.L Rio Tinto PLC	Basic Materials	1%
STTK Shattuck Labs, Inc.	Healthcare	1%
NUCG.L VanEck Uranium and Nuclear Technologies UCITS ETF	Commodity Producers Equities	1%
FNV Franco-Nevada Corporation	Basic Materials	0.50%
GFI Gold Fields Limited	Basic Materials	0.40%
BTC-USD Bitcoin		0.30%
ETH-USD Ethereum		0.30%
FSM Fortuna Silver Mines Inc.	Basic Materials	0.30%
HMY Harmony Gold Mining Company Limited	Basic Materials	0.30%
KIN2.DE Kinross Gold Corporation	Basic Materials	0.30%
SVM Silvercorp Metals Inc.	Basic Materials	0.30%
ESGP.DE HANetf AuAg ESG Gold Mining UCITS ETF	Asia Pacific Equities	0.20%
AUCP.L L&G Gold Mining UCITS ETF	Precious Metals	0.20%
GDIG.L VanEck S&P Global Mining UCITS ETF	Materials	0.20%
RGLD Royal Gold, Inc.	Basic Materials	0.20%
WDO.TO Wesdome Gold Mines Ltd.	Basic Materials	0.20%
SPDM.L iShares Physical Palladium ETC	Commodities, Precious Metals	0.10%
AIGP.L WisdomTree Precious Metals	Precious Metals	0.10%
COPX Global X Copper Miners ETF	Materials	0.10%
COPP Sprott Copper Miners ETF	Commodity Producers Equities	0.10%
AGI Alamos Gold Inc.	Basic Materials	0.10%
SSRM SSR Mining Inc.	Basic Materials	0.10%
SII.DE Wheaton Precious Metals Corp	Basic Materials	0.10%
1818.HK Zhaojin Mining Industry Co Ltd	Basic Materials	0.10%
SILG.L Global X Silver Miners UCITS ETF USD Accumulating	Silver, Commodity Producers Equities, Precious Metals	0%
HERG.L Global X Video Games & Esports UCITS ETF Dist GBP	Technology Equities	0%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in 2026-01-16 59 OPT, 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

Position	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	-2.64%	-0.21%	7.86%	7.47%	23.05%	19.90%	11.79%	13.33%
Portfolio 2026-01-16 59 OPT	—	—	—	—	—	—	—	—
Portfolio components:
1818.HK Zhaojin Mining Industry Co Ltd	-3.35%	-30.59%	-32.89%	-30.10%	0.98%	26.04%	21.08%	12.05%
4GLD.DE Xetra-Gold	0.68%	-5.28%	1.60%	5.93%	34.00%	31.67%	18.74%	13.61%
ABR.DE Barrick Gold Corporation	—	—	—	—	—	—	—	—
AEM Agnico Eagle Mines Limited	-7.41%	-15.09%	-3.05%	-2.65%	40.03%	49.32%	21.12%	14.72%
AGI Alamos Gold Inc.	-8.00%	-18.12%	-7.86%	-1.47%	33.66%	42.10%	32.81%	17.96%
AIGP.L WisdomTree Precious Metals	-3.56%	-9.22%	0.64%	7.89%	43.62%	31.89%	16.85%	11.67%
AII.TO Almonty Industries Inc.	-21.12%	-17.04%	85.21%	128.10%	378.23%	191.64%	59.66%	46.32%
ANTO.L Antofagasta plc	-6.36%	-0.37%	21.05%	33.11%	109.50%	45.51%	22.66%	27.09%
ATYM.L Atalaya Mining Ltd	-7.01%	-5.43%	-8.70%	5.06%	74.29%	39.75%	19.79%	21.82%
AUCP.L L&G Gold Mining UCITS ETF	-7.54%	-16.03%	-8.30%	-2.88%	54.70%	46.45%	20.38%	14.69%

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

Monthly Returns

Expense Ratio

2026-01-16 59 OPT has an expense ratio of 0.28%, 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.

Top 10 holdings

XRH0.L

Xtrackers Physical Rhodium ETC

SILG.L

Global X Silver Miners UCITS ETF USD Accumulating

COPX

Global X Copper Miners ETF

COPP

Sprott Copper Miners ETF

NRJL.L

Lyxor MSCI New Energy ESG Filtered (DR) UCITS ETF - Dist

ESGP.DE

HANetf AuAg ESG Gold Mining UCITS ETF

REGB.L

VanEck Rare Earth and Strategic Metals UCITS ETF A

GJGB.L

VanEck Junior Gold Miners UCITS ETF

G2XJ.DE

VanEck Junior Gold Miners UCITS

IS0E.DE

iShares Gold Producers UCITS ETF

Return for Risk

Risk / Return Rank

2026-01-16 59 OPT ranks 87 for risk / return — in the top 87% of Portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below presents risk-adjusted performance metrics for 2026-01-16 59 OPT 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.

Position	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
1818.HK Zhaojin Mining Industry Co Ltd	41	-0.00	0.37	1.04	-0.00	-0.00
4GLD.DE Xetra-Gold	40	1.33	1.78	1.25	1.89	4.81
ABR.DE Barrick Gold Corporation	—	—	—	—	—	—
AEM Agnico Eagle Mines Limited	64	0.81	1.24	1.17	1.02	2.74
AGI Alamos Gold Inc.	61	0.63	1.10	1.14	0.90	2.46
AIGP.L WisdomTree Precious Metals	40	1.38	1.81	1.26	1.81	4.49
AII.TO Almonty Industries Inc.	93	3.25	3.31	1.43	6.71	14.31
ANTO.L Antofagasta plc	87	2.08	2.69	1.33	3.31	10.71
ATYM.L Atalaya Mining Ltd	77	1.55	2.09	1.27	1.80	4.79
AUCP.L L&G Gold Mining UCITS ETF	33	1.09	1.59	1.20	1.60	4.21

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for 2026-01-16 59 OPT. 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

2026-01-16 59 OPT provided a 0.50% dividend yield over the last twelve months.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	0.50%	0.49%	0.78%	0.81%	0.93%	0.79%	0.45%	0.64%	0.61%	0.56%	0.28%	0.42%
Portfolio components:
1818.HK Zhaojin Mining Industry Co Ltd	0.56%	0.18%	0.40%	0.46%	0.00%	0.91%	0.47%	0.53%	0.92%	0.76%	0.71%	1.45%
4GLD.DE Xetra-Gold	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ABR.DE Barrick Gold Corporation	0.00%	0.62%	1.54%	1.42%	2.50%	1.95%	0.93%	0.46%	0.90%	0.58%	0.30%	1.24%
AEM Agnico Eagle Mines Limited	1.04%	0.94%	2.05%	2.92%	3.08%	2.63%	2.36%	0.89%	1.09%	0.89%	0.86%	1.22%
AGI Alamos Gold Inc.	0.32%	0.26%	0.54%	0.74%	0.99%	1.30%	0.74%	0.66%	0.56%	0.31%	0.29%	1.22%
AIGP.L WisdomTree Precious Metals	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AII.TO Almonty Industries Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ANTO.L Antofagasta plc	1.21%	0.91%	1.61%	2.96%	6.73%	3.88%	0.70%	4.04%	4.47%	1.95%	0.35%	1.80%
ATYM.L Atalaya Mining Ltd	0.77%	0.71%	1.71%	1.91%	0.91%	7.14%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AUCP.L L&G Gold Mining 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%

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 2026-01-16 59 OPT. 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 2026-01-16 59 OPT drawdown is 12.71%.

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 59 assets, with an effective number of assets of 17.01, 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

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Not enough data to calculate this metric.