Current May 24

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

Current May 24

Currency in USD · Last updated May 18, 2025

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	Target 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%

Benchmark

Rebalance

Performance

Performance Chart

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The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO

Returns By Period

As of May 18, 2025, the Current May 24 returned 19.54% Year-To-Date and 49.36% of annualized return in the last 10 years.

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	1.30%	12.79%	1.49%	12.35%	15.12%	10.89%
Current May 24	19.54%	23.67%	26.62%	-6.89%	64.91%	49.36%
Portfolio components:
VOO Vanguard S&P 500 ETF	1.73%	12.89%	2.12%	13.74%	16.83%	12.82%
CELH Celsius Holdings, Inc.	49.54%	5.77%	53.51%	-57.65%	76.40%	47.66%
BTC-USD Bitcoin	10.77%	21.90%	14.28%	54.34%	60.51%	83.92%
SMH VanEck Vectors Semiconductor ETF	1.75%	27.99%	3.15%	7.50%	30.11%	25.34%
SMCI Super Micro Computer, Inc.	51.41%	46.48%	148.39%	-48.02%	80.08%	30.18%
NVDA NVIDIA Corporation	0.84%	33.41%	-4.62%	46.45%	73.13%	74.80%

*Annualized

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
2025	-1.06%	3.24%	-1.05%	-0.11%	18.39%								19.54%
2024	15.21%	36.51%	9.51%	-9.13%	9.27%	-0.94%	-7.66%	-9.77%	-1.80%	-4.52%	5.47%	-2.74%	35.75%
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%	-8.45%	-8.53%
2021	3.74%	10.17%	3.28%	4.01%	0.78%	7.39%	1.30%	6.54%	-1.73%	9.72%	1.58%	0.46%	57.79%
2020	6.71%	-2.07%	-17.26%	15.94%	24.44%	12.52%	13.00%	10.24%	1.96%	-2.22%	29.41%	22.84%	177.12%
2019	9.73%	5.61%	8.13%	7.56%	-3.66%	14.85%	3.89%	-4.96%	-1.46%	6.26%	8.42%	5.11%	75.70%
2018	5.23%	-4.58%	-8.49%	5.38%	4.43%	-3.60%	1.57%	1.36%	-3.73%	-12.94%	-2.24%	-9.22%	-25.36%
2017	10.04%	3.38%	2.31%	1.99%	14.82%	1.03%	4.18%	12.45%	2.86%	5.90%	8.16%	6.79%	102.97%
2016	-0.87%	1.64%	9.24%	-1.97%	7.08%	1.03%	1.65%	1.31%	4.63%	0.25%	10.03%	6.17%	47.28%
2015	4.74%	22.06%	-0.41%	17.95%	2.15%	2.57%	-3.95%	-8.87%	2.36%	7.15%	-0.36%	4.30%	56.99%
2014	7.14%	0.20%	21.88%	-0.34%	4.11%	5.97%	-1.33%	0.83%	-4.21%	0.03%	4.55%	0.71%	44.41%

Expense Ratio

Current May 24 has an expense ratio of 0.14%, 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.

VOO

Vanguard S&P 500 ETF

SMH

VanEck Vectors Semiconductor ETF

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Current May 24 is 47, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
VOO Vanguard S&P 500 ETF	0.72	1.22	1.18	0.22	2.92
CELH Celsius Holdings, Inc.	-0.86	1.38	1.15	0.16	2.00
BTC-USD Bitcoin	1.17	3.53	1.38	3.14	14.04
SMH VanEck Vectors Semiconductor ETF	0.15	1.01	1.14	0.18	1.85
SMCI Super Micro Computer, Inc.	-0.43	1.30	1.16	0.11	0.88
NVDA NVIDIA Corporation	0.73	1.42	1.19	0.51	3.16

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Current May 24 Sharpe ratios as of May 18, 2025 (values are recalculated daily):

1-Year: -0.18
5-Year: 1.78
10-Year: 1.47
All Time: 1.68

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.57 to 1.06, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of Current May 24 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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Dividends

Dividend yield

Current May 24 provided a 0.30% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	0.30%	0.30%	0.39%	0.65%	0.33%	0.44%	0.80%	0.98%	0.76%	0.55%	1.13%	0.73%
Portfolio components:
VOO Vanguard S&P 500 ETF	1.28%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%	1.85%
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	0.43%	0.44%	0.60%	1.18%	0.51%	0.69%	1.50%	1.88%	1.43%	0.80%	2.14%	1.16%
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%	0.02%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%	1.70%

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 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 51.47%, occurring on Oct 3, 2011. Recovery took 534 trading sessions.

The current Current May 24 drawdown is 12.94%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-51.47%	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
-37.25%	Dec 17, 2017	374	Dec 25, 2018	185	Jun 28, 2019	559
-35.1%	Nov 9, 2021	220	Jun 16, 2022	277	Mar 20, 2023	497
-34.04%	Mar 14, 2024	391	Apr 8, 2025	—	—	—

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 6 assets, with an effective number of assets of 4.08, 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

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

	^GSPC	BTC-USD	CELH	SMCI	NVDA	VOO	SMH	Portfolio
^GSPC	1.00	0.13	0.21	0.48	0.61	1.00	0.77	0.56
BTC-USD	0.13	1.00	0.07	0.05	0.11	0.11	0.11	0.44
CELH	0.21	0.07	1.00	0.13	0.15	0.20	0.17	0.62
SMCI	0.48	0.05	0.13	1.00	0.38	0.44	0.45	0.46
NVDA	0.61	0.11	0.15	0.38	1.00	0.55	0.73	0.51
VOO	1.00	0.11	0.20	0.44	0.55	1.00	0.71	0.51
SMH	0.77	0.11	0.17	0.45	0.73	0.71	1.00	0.59
Portfolio	0.56	0.44	0.62	0.46	0.51	0.51	0.59	1.00

The correlation results are calculated based on daily price changes starting from Sep 10, 2010

Performance Analysis

Risk Analysis

Optimization

Factor Model

Current May 24

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

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