My portfolio 2
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
CNX1.L iShares NASDAQ 100 UCITS ETF USD (Acc) | Large Cap Growth Equities | 30% |
SGLN.L iShares Physical Gold ETC | Precious Metals, Commodities | 2% |
SPX5.L SPDR S&P 500 UCITS ETF | Large Cap Blend Equities | 50% |
VHYL.AS Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing | Global Equities, Dividend | 18% |
Performance
Performance Chart
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The earliest data available for this chart is Jun 5, 2013, corresponding to the inception date of VHYL.AS
Returns By Period
As of May 30, 2025, the My portfolio 2 returned 3.04% Year-To-Date and 13.13% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.52% | 6.32% | -1.44% | 12.25% | 14.20% | 10.84% |
| My portfolio 2 | 3.04% | 7.21% | 2.05% | 14.94% | 16.33% | 13.13% |
| Portfolio components: | ||||||
SGLN.L iShares Physical Gold ETC | 27.34% | 0.22% | 25.45% | 41.85% | 13.72% | 10.54% |
VHYL.AS Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing | 10.49% | 3.77% | 5.68% | 14.34% | 13.00% | 6.65% |
CNX1.L iShares NASDAQ 100 UCITS ETF USD (Acc) | 1.16% | 10.42% | 3.16% | 14.84% | 18.33% | 17.46% |
SPX5.L SPDR S&P 500 UCITS ETF | 0.26% | 6.79% | -1.28% | 13.38% | 15.82% | 12.58% |
Monthly Returns
The table below presents the monthly returns of My portfolio 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 | 3.11% | -3.02% | -4.53% | 0.12% | 7.81% | 3.04% | |||||||
| 2024 | 1.63% | 3.65% | 3.25% | -2.96% | 3.16% | 5.34% | 0.39% | 1.08% | 2.53% | -0.01% | 4.48% | -1.48% | 22.80% |
| 2023 | 6.58% | -1.76% | 4.41% | 1.78% | 2.34% | 5.79% | 3.37% | -1.37% | -4.17% | -3.04% | 8.79% | 5.65% | 31.17% |
| 2022 | -6.55% | -1.76% | 4.18% | -8.23% | -2.28% | -7.95% | 7.60% | -3.08% | -7.68% | 4.27% | 4.11% | -3.87% | -20.69% |
| 2021 | 0.28% | 2.00% | 3.12% | 4.78% | 0.85% | 2.52% | 2.04% | 2.98% | -3.76% | 5.21% | 0.58% | 3.52% | 26.60% |
| 2020 | 0.36% | -8.51% | -8.77% | 10.38% | 3.73% | 3.99% | 5.34% | 8.10% | -3.57% | -3.08% | 10.34% | 4.69% | 22.63% |
| 2019 | 7.59% | 3.09% | 2.32% | 3.73% | -5.57% | 6.02% | 2.30% | -2.89% | 2.13% | 2.71% | 3.56% | 3.38% | 31.49% |
| 2018 | 5.60% | -2.27% | -4.10% | 1.96% | 1.76% | 0.59% | 2.78% | 2.90% | 0.50% | -6.94% | 0.41% | -7.44% | -5.04% |
| 2017 | 1.44% | 3.97% | 1.43% | 1.14% | 1.89% | 0.24% | 2.65% | 0.79% | 1.07% | 2.92% | 2.22% | 2.06% | 24.08% |
| 2016 | -6.18% | 1.15% | 5.61% | -1.00% | 2.21% | -0.50% | 4.72% | 0.87% | 0.51% | -0.97% | 2.12% | 2.12% | 10.63% |
| 2015 | -2.49% | 5.03% | -1.56% | 1.76% | 0.61% | -2.18% | 2.28% | -5.34% | -3.81% | 9.41% | -0.07% | -1.44% | 1.33% |
| 2014 | -2.82% | 4.88% | -0.37% | 0.28% | 2.92% | 2.53% | -0.18% | 3.25% | -1.23% | 1.31% | 3.22% | -0.59% | 13.72% |
Expense Ratio
My portfolio 2 has an expense ratio of 0.21%, 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
The current rank of My portfolio 2 is 60, indicating average performance compared to other portfolios on our website. Here’s 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 | |
|---|---|---|---|---|---|
SGLN.L iShares Physical Gold ETC | 2.28 | 3.07 | 1.42 | 5.52 | 15.26 |
VHYL.AS Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing | 0.93 | 1.24 | 1.19 | 0.97 | 4.65 |
CNX1.L iShares NASDAQ 100 UCITS ETF USD (Acc) | 0.67 | 1.14 | 1.15 | 0.71 | 2.39 |
SPX5.L SPDR S&P 500 UCITS ETF | 0.78 | 1.19 | 1.17 | 0.74 | 2.84 |
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Dividends
Dividend yield
My portfolio 2 provided a 57.09% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 57.09% | 52.26% | 61.06% | 69.90% | 49.36% | 70.71% | 88.32% | 85.97% | 118.60% | 75.06% | 84.57% | 71.84% |
| Portfolio components: | ||||||||||||
SGLN.L iShares Physical Gold ETC | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VHYL.AS Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing | 2.93% | 2.82% | 3.15% | 3.60% | 2.59% | 2.68% | 2.89% | 3.14% | 2.76% | 2.73% | 2.92% | 2.61% |
CNX1.L iShares NASDAQ 100 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPX5.L SPDR S&P 500 UCITS ETF | 113.13% | 103.50% | 120.99% | 138.50% | 97.80% | 140.46% | 175.61% | 170.82% | 236.21% | 149.13% | 168.09% | 142.74% |
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 My portfolio 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 My portfolio 2 was 31.29%, occurring on Mar 23, 2020. Recovery took 84 trading sessions.
The current My portfolio 2 drawdown is 1.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.29% | Feb 20, 2020 | 23 | Mar 23, 2020 | 84 | Jul 21, 2020 | 107 |
| -26.55% | Dec 31, 2021 | 201 | Oct 11, 2022 | 301 | Dec 12, 2023 | 502 |
| -17.94% | Feb 18, 2025 | 35 | Apr 7, 2025 | — | — | — |
| -17.32% | Oct 2, 2018 | 60 | Dec 24, 2018 | 71 | Apr 5, 2019 | 131 |
| -14.26% | May 20, 2015 | 190 | Feb 11, 2016 | 105 | Jul 11, 2016 | 295 |
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 2.68, 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 | SGLN.L | VHYL.AS | CNX1.L | SPX5.L | Portfolio | |
|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.02 | 0.50 | 0.56 | 0.61 | 0.62 |
| SGLN.L | 0.02 | 1.00 | -0.04 | 0.02 | 0.04 | 0.04 |
| VHYL.AS | 0.50 | -0.04 | 1.00 | 0.54 | 0.65 | 0.72 |
| CNX1.L | 0.56 | 0.02 | 0.54 | 1.00 | 0.90 | 0.94 |
| SPX5.L | 0.61 | 0.04 | 0.65 | 0.90 | 1.00 | 0.98 |
| Portfolio | 0.62 | 0.04 | 0.72 | 0.94 | 0.98 | 1.00 |