Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
PLMR Palomar Holdings, Inc. | Financial Services | 7.69% |
MNPR Monopar Therapeutics Inc. | Healthcare | 7.69% |
HWM Howmet Aerospace Inc. | Industrials | 7.69% |
CVSA Covista Inc. | Consumer Defensive | 7.69% |
SGHC Super Group (SGHC) Limited | Consumer Cyclical | 7.69% |
LRN Stride, Inc. | Consumer Defensive | 7.69% |
EOSE Eos Energy Enterprises Inc | Industrials | 7.69% |
DAO Youdao, Inc. | Technology | 7.69% |
SMNEY Siemens Energy AG | Industrials | 7.69% |
SFM Sprouts Farmers Market, Inc. | Consumer Defensive | 7.69% |
SE Sea Limited | Communication Services | 7.69% |
LX LexinFintech Holdings Ltd. | Financial Services | 7.69% |
OKLO Oklo Inc. | Utilities | 7.69% |
Find the right asset allocation for 025 -14 березня 1
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 025 -14 березня 1, 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 3 months.
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Returns By Period
Click Calculate to get resultsMonthly Returns
Click Calculate to get resultsExpense Ratio
025 -14 березня 1 has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
Risk / Return Rank
025 -14 березня 1 ranks 8 for risk / return — in the bottom 8% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
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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 025 -14 березня 1. 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.
The current 025 -14 березня 1 drawdown is 22.03%.
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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Diversification Ratio
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