Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
USD=X USD Cash | 68% | |
NVDA NVIDIA Corporation | Technology | 4% |
MRUS | 4% | |
LEU Centrus Energy Corp. | Energy | 4% |
INTU Intuit Inc. | Technology | 4% |
SMR NuScale Power Corporation | Industrials | 4% |
X | 4% | |
RGC Regencell Bioscience Holdings Limited | Healthcare | 4% |
BWXT BWX Technologies, Inc. | Industrials | 4% |
Find the right asset allocation for 30% aggresive
Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio OptimizerPerformance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in 30% aggresive, 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 year.
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Returns By Period
Click Calculate to get resultsMonthly Returns
Click Calculate to get resultsExpense Ratio
Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
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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 30% aggresive. 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.
Click Calculate to get resultsVolatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
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Not enough data to calculate this metric.
Diversification Ratio
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Not enough data to calculate this metric.