Vicky Usa 2
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BTC-USD Bitcoin | 10% | |
IGLN.L iShares Physical Gold ETC | Gold, Precious Metals | 20% |
MSTR MicroStrategy Incorporated | Technology | 10% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | Large Cap Blend Equities | 60% |
Performance
Performance Chart
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The earliest data available for this chart is Apr 12, 2011, corresponding to the inception date of IGLN.L
Returns By Period
As of May 17, 2025, the Vicky Usa 2 returned 10.24% Year-To-Date and 25.02% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.30% | 12.94% | 1.49% | 12.48% | 15.82% | 10.87% |
| Vicky Usa 2 | 10.24% | 10.51% | 9.87% | 37.06% | 33.51% | 25.02% |
| Portfolio components: | ||||||
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 1.08% | 10.46% | 1.59% | 12.79% | 17.44% | 12.24% |
IGLN.L iShares Physical Gold ETC | 21.81% | -4.10% | 23.97% | 33.38% | 12.61% | 9.97% |
BTC-USD Bitcoin | 11.04% | 23.46% | 13.92% | 59.04% | 60.73% | 84.10% |
MSTR MicroStrategy Incorporated | 38.04% | 28.28% | 17.36% | 177.64% | 103.14% | 36.45% |
Monthly Returns
The table below presents the monthly returns of Vicky Usa 2, 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 | 6.21% | -6.11% | -0.21% | 4.99% | 5.52% | 10.24% | |||||||
| 2024 | -0.94% | 15.63% | 12.05% | -6.81% | 7.23% | 1.64% | 3.59% | -1.16% | 6.26% | 6.16% | 11.77% | -4.83% | 60.17% |
| 2023 | 15.18% | -1.24% | 7.75% | 2.92% | -0.92% | 5.87% | 4.73% | -3.84% | -4.02% | 5.18% | 8.55% | 7.35% | 56.76% |
| 2022 | -9.13% | 3.14% | 4.90% | -9.53% | -5.64% | -13.21% | 13.14% | -5.47% | -5.97% | 6.22% | -0.07% | -5.08% | -26.20% |
| 2021 | 6.56% | 6.71% | 4.53% | 3.61% | -5.35% | 3.80% | 3.62% | 4.30% | -5.16% | 9.69% | -0.21% | -1.78% | 33.32% |
| 2020 | 4.21% | -7.45% | -8.26% | 10.92% | 3.61% | 1.41% | 8.63% | 6.50% | -2.85% | 1.74% | 17.84% | 9.43% | 52.07% |
| 2019 | 4.75% | 4.20% | 1.50% | 5.28% | 0.89% | 9.10% | 1.16% | 0.10% | -0.69% | 2.95% | -0.32% | 1.61% | 34.60% |
| 2018 | 1.71% | -1.92% | -5.29% | 4.05% | -1.11% | -2.35% | 4.37% | 2.31% | -0.92% | -5.14% | -2.73% | -4.84% | -11.82% |
| 2017 | 0.99% | 5.44% | -0.80% | 3.20% | 5.99% | 2.31% | 0.43% | 6.09% | -0.20% | 6.16% | 7.59% | 6.02% | 52.21% |
| 2016 | -4.43% | 4.29% | 3.46% | 1.26% | 2.97% | 3.70% | 1.78% | -1.41% | 0.90% | 1.56% | 1.61% | 3.86% | 20.99% |
| 2015 | -3.96% | 4.77% | -1.51% | 0.08% | 0.27% | 0.07% | 1.97% | -4.64% | -1.62% | 7.13% | 1.08% | 1.60% | 4.76% |
| 2014 | 0.42% | -0.19% | -2.81% | 0.97% | 6.15% | 2.78% | -1.40% | -0.14% | -4.04% | 1.41% | 3.82% | -1.46% | 5.21% |
Expense Ratio
Vicky Usa 2 has an expense ratio of 0.12%, 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 95, Vicky Usa 2 is among the top 5% of 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 | |
|---|---|---|---|---|---|
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 0.69 | 1.15 | 1.17 | 0.19 | 2.67 |
IGLN.L iShares Physical Gold ETC | 1.90 | 2.92 | 1.40 | 1.83 | 12.50 |
BTC-USD Bitcoin | 1.18 | 3.54 | 1.38 | 3.16 | 14.12 |
MSTR MicroStrategy Incorporated | 1.80 | 3.87 | 1.47 | 7.56 | 20.35 |
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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 Vicky Usa 2. 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 Vicky Usa 2 was 33.23%, occurring on Jun 18, 2022. Recovery took 520 trading sessions.
The current Vicky Usa 2 drawdown is 0.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.23% | Nov 9, 2021 | 222 | Jun 18, 2022 | 520 | Nov 20, 2023 | 742 |
| -27.97% | Feb 15, 2020 | 38 | Mar 23, 2020 | 120 | Jul 21, 2020 | 158 |
| -22.19% | Jun 10, 2011 | 168 | Nov 24, 2011 | 237 | Jul 18, 2012 | 405 |
| -17.59% | Jan 7, 2018 | 355 | Dec 27, 2018 | 138 | May 14, 2019 | 493 |
| -15.18% | Apr 11, 2013 | 86 | Jul 5, 2013 | 106 | Oct 19, 2013 | 192 |
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 4 assets, with an effective number of assets of 2.38, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | IGLN.L | BTC-USD | SXR8.DE | MSTR | Portfolio | |
|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.00 | 0.14 | 0.49 | 0.52 | 0.51 |
| IGLN.L | 0.00 | 1.00 | 0.05 | -0.05 | 0.02 | 0.13 |
| BTC-USD | 0.14 | 0.05 | 1.00 | 0.06 | 0.22 | 0.61 |
| SXR8.DE | 0.49 | -0.05 | 0.06 | 1.00 | 0.26 | 0.66 |
| MSTR | 0.52 | 0.02 | 0.22 | 0.26 | 1.00 | 0.53 |
| Portfolio | 0.51 | 0.13 | 0.61 | 0.66 | 0.53 | 1.00 |