Current May 24
Current May 24
May 24 - BTC IBIT <=> NVDL . Reason : Bet for NVDL Report on May 22, Total 10% for NVDL (Most volity) 20% downwards risk. Porfolio : not so balance. Too much in Nvidia and AI. Need more balancing.
Prefer Setting
SMH + NVDL + SCMI = 60% = 30K VOO = 10% = 5K CELH = 20% = 10K BTC = 10% = 5K IN CRYPTO
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BTC-USD Bitcoin | 10% | |
CELH Celsius Holdings, Inc. | Consumer Defensive | 20% |
NVDA NVIDIA Corporation | Technology | 5% |
SMCI Super Micro Computer, Inc. | Technology | 15% |
SMH VanEck Vectors Semiconductor ETF | Technology Equities | 40% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 10% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Current May 24, 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 Quarterly
The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of Sep 18, 2024, the Current May 24 returned 36.87% Year-To-Date and 54.61% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 18.13% | 1.45% | 8.81% | 26.52% | 13.43% | 10.88% |
| Current May 24 | 36.87% | -9.83% | -18.22% | 54.49% | 69.82% | 54.66% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | 19.30% | 0.63% | 8.62% | 28.62% | 15.34% | 12.89% |
CELH Celsius Holdings, Inc. | -36.17% | -16.27% | -61.62% | -47.24% | 96.83% | 69.64% |
BTC-USD Bitcoin | 42.69% | 1.37% | -11.20% | 121.63% | 42.76% | 65.20% |
SMH VanEck Vectors Semiconductor ETF | 33.65% | -7.01% | 5.62% | 61.01% | 34.55% | 27.92% |
SMCI Super Micro Computer, Inc. | 54.57% | -29.54% | -50.99% | 77.36% | 86.04% | 31.51% |
NVDA NVIDIA Corporation | 133.46% | -11.08% | 27.93% | 165.68% | 93.25% | 73.96% |
Monthly Returns
The table below presents the monthly returns of Current May 24, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 15.21% | 36.51% | 9.51% | -9.13% | 9.27% | -0.94% | -7.66% | -9.77% | 36.87% | ||||
| 2023 | 10.52% | 3.90% | 10.32% | -1.57% | 31.30% | 10.21% | 7.12% | 1.18% | -6.52% | -3.51% | 10.47% | 8.53% | 111.45% |
| 2022 | -15.83% | 4.47% | -1.43% | -9.75% | 10.50% | -14.76% | 22.66% | 0.90% | -12.81% | 6.91% | 17.56% | -8.05% | -8.13% |
| 2021 | 3.74% | 10.17% | 3.28% | 4.01% | 0.78% | 7.39% | 1.30% | 6.54% | -1.73% | 9.72% | 1.58% | 0.69% | 58.15% |
| 2020 | 6.71% | -2.07% | -17.26% | 15.94% | 24.44% | 12.52% | 13.00% | 10.24% | 1.96% | -2.22% | 29.41% | 23.13% | 177.76% |
| 2019 | 9.73% | 5.61% | 8.13% | 7.56% | -3.66% | 14.85% | 3.89% | -4.96% | -1.49% | 6.29% | 8.42% | 7.07% | 78.97% |
| 2018 | 5.23% | -4.58% | -8.49% | 5.38% | 4.43% | -3.60% | 1.57% | 1.36% | -3.73% | -12.94% | -2.24% | -8.46% | -24.73% |
| 2017 | 10.04% | 3.38% | 2.31% | 1.99% | 14.82% | 1.03% | 4.18% | 12.46% | 2.86% | 5.90% | 8.16% | 7.33% | 104.00% |
| 2016 | -0.87% | 1.64% | 9.24% | -1.97% | 7.08% | 1.03% | 1.65% | 1.31% | 4.63% | 0.25% | 10.03% | 6.48% | 47.71% |
| 2015 | 4.74% | 22.06% | -0.41% | 17.95% | 2.15% | 2.57% | -3.95% | -8.87% | 2.36% | 7.15% | -0.36% | 5.23% | 58.40% |
| 2014 | 7.12% | 0.20% | 21.74% | -0.33% | 4.10% | 6.00% | -1.30% | 0.83% | -4.20% | 0.00% | 4.55% | 1.20% | 44.97% |
| 2013 | 11.09% | 11.62% | 36.24% | 5.65% | 1.25% | 2.67% | 8.60% | 14.25% | -0.97% | 1.83% | 69.88% | -15.78% | 232.15% |
Expense Ratio
Current May 24 has an expense ratio of 0.14%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Current May 24 is 9, indicating that it is in the bottom 9% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 2.34 | 3.09 | 1.43 | 1.13 | 14.10 |
CELH Celsius Holdings, Inc. | -0.85 | -1.22 | 0.85 | -0.71 | -1.52 |
BTC-USD Bitcoin | 0.86 | 1.51 | 1.15 | 0.44 | 3.75 |
SMH VanEck Vectors Semiconductor ETF | 1.48 | 2.00 | 1.26 | 0.90 | 6.04 |
SMCI Super Micro Computer, Inc. | 0.39 | 1.38 | 1.18 | 0.23 | 1.30 |
NVDA NVIDIA Corporation | 3.59 | 3.66 | 1.46 | 4.67 | 22.07 |
Dividends
Dividend yield
Current May 24 granted a 0.31% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current May 24 | 0.31% | 0.39% | 1.12% | 0.53% | 0.71% | 2.60% | 1.73% | 1.33% | 0.87% | 1.98% | 1.19% | 1.52% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
CELH Celsius Holdings, 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% |
BTC-USD Bitcoin | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.45% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
SMCI Super Micro Computer, 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% |
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.19% | 1.68% | 1.95% |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Current May 24. 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 Current May 24 was 50.72%, occurring on Oct 3, 2011. Recovery took 534 trading sessions.
The current Current May 24 drawdown is 26.57%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.72% | Jun 10, 2011 | 116 | Oct 3, 2011 | 534 | Mar 20, 2013 | 650 |
| -38.64% | Feb 21, 2020 | 25 | Mar 16, 2020 | 65 | May 20, 2020 | 90 |
| -36.59% | Dec 19, 2017 | 372 | Dec 25, 2018 | 183 | Jun 26, 2019 | 555 |
| -34.95% | Nov 9, 2021 | 220 | Jun 16, 2022 | 277 | Mar 20, 2023 | 497 |
| -32.75% | Mar 14, 2024 | 177 | Sep 6, 2024 | — | — | — |
Volatility
Volatility Chart
The current Current May 24 volatility is 11.08%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| BTC-USD | CELH | SMCI | NVDA | VOO | SMH | |
|---|---|---|---|---|---|---|
| BTC-USD | 1.00 | 0.07 | 0.05 | 0.09 | 0.09 | 0.10 |
| CELH | 0.07 | 1.00 | 0.13 | 0.16 | 0.20 | 0.17 |
| SMCI | 0.05 | 0.13 | 1.00 | 0.38 | 0.45 | 0.45 |
| NVDA | 0.09 | 0.16 | 0.38 | 1.00 | 0.54 | 0.73 |
| VOO | 0.09 | 0.20 | 0.45 | 0.54 | 1.00 | 0.71 |
| SMH | 0.10 | 0.17 | 0.45 | 0.73 | 0.71 | 1.00 |