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SimoneRizzetto88

Последнее обновление 23 сент. 2023 г.

https://www.etoro.com/people/simonerizzetto88

Распределение активов


BND 3.97%MSFT 10.6%USD=X 7.22%NVDA 6.53%QQQ 4.8%AMD 4.78%BBIO 4.43%VTI 3.97%META 3.52%EXAS 3.09%GOOG 2.98%SGEN 2.94%AMZN 2.88%XBI 2.7%SPY 2.05%ILMN 2.01%TAN 1.87%ARKG 1.83%XLV 1.82%BNTX 1.81%IJR 1.72%IEMG 1.64%IEFA 1.63%MRNA 1.33%VXUS 1.21%TXG 1.19%GH 1.03%SURF 1%ОблигацииОблигацииАкцииАкции
ПозицияКатегория/СекторВес
BND
Vanguard Total Bond Market ETF
Total Bond Market3.97%
MSFT
10.6%
USD=X
7.22%
NVDA
6.53%
QQQ
4.8%
AMD
Advanced Micro Devices, Inc.
Technology4.78%
BBIO
BridgeBio Pharma, Inc.
Healthcare4.43%
VTI
3.97%
META
3.52%
EXAS
3.09%
GOOG
2.98%
SGEN
2.94%
AMZN
Amazon.com, Inc.
Consumer Cyclical2.88%
XBI
2.7%
SPY
2.05%
ILMN
2.01%
TAN
1.87%
ARKG
ARK Genomic Revolution Multi-Sector ETF
Health & Biotech Equities, Actively Managed1.83%
XLV
1.82%
BNTX
BioNTech SE
Healthcare1.81%
IJR
1.72%
IEMG
1.64%
IEFA
1.63%
MRNA
1.33%
VXUS
1.21%
TXG
1.19%
GH
1.03%
SURF
1%
ARKX
ARK Space Exploration & Innovation ETF
Actively Managed, Innovation, Aerospace & Defense0.97%
SKYY
0.95%
ARKQ
ARK Autonomous Technology & Robotics ETF
All Cap Equities, Actively Managed0.88%
VNQ
0.87%
ARKF
ARK Fintech Innovation ETF
Large Cap Growth Equities, Actively Managed, Innovation0.86%
HYG
0.84%
EMB
0.83%
ARKW
ARK Next Generation Internet ETF
All Cap Equities, Actively Managed0.82%
ARKK
ARK Innovation ETF
Actively Managed, Innovation, Technology Equities0.73%
9988.HK
Alibaba Group Holding Ltd
Consumer Cyclical0.71%
1810.HK
Xiaomi Corp
Technology0.69%
CRSR
Corsair Gaming, Inc.
Technology0.69%
UBER
0.68%
AAPL
Apple Inc.
Technology0.63%
ISRG
0.55%
ARVN
Arvinas, Inc.
Healthcare0.41%
0700.HK
Tencent Holdings Ltd
Communication Services0.38%
BIDU
Baidu, Inc.
Communication Services0.34%
CRSP
CRISPR Therapeutics AG
Healthcare0.34%
9618.HK
Jd Com Inc
Consumer Cyclical0.16%
PYPL
0.12%

Доходность

График показывает рост $10,000 инвестированных в SimoneRizzetto88 и сравнивает его с ростом индекса S&P 500 или другим бенчмарком. Цены представлены с поправкой на сплиты и дивиденды. Портфель ребалансируется раз в квартал


0.00%5.00%10.00%15.00%20.00%25.00%AprilMayJuneJulyAugustSeptember
14.05%
8.61%
SimoneRizzetto88
Benchmark (^GSPC)
Активы портфеля

Доходность по периодам


1 месяц6 месяцевС начала года1 год5 лет (среднегодовая)10 лет (среднегодовая)
Бенчмарк-1.29%8.79%12.52%16.97%3.46%N/A
SimoneRizzetto88-3.28%13.08%38.47%40.36%2.79%N/A
AAPL
Apple Inc.
-0.90%9.37%35.10%16.88%16.45%N/A
GOOG
0.64%23.75%47.92%32.35%9.98%N/A
META
4.30%45.18%148.53%113.00%1.48%N/A
MSFT
-0.93%13.47%33.09%34.53%13.92%N/A
AMZN
Amazon.com, Inc.
-2.06%31.58%53.71%13.48%-6.33%N/A
NVDA
-11.77%55.41%184.83%232.66%57.93%N/A
BIDU
Baidu, Inc.
-1.24%-15.31%15.71%11.45%-17.67%N/A
1810.HK
Xiaomi Corp
-0.35%-2.67%10.07%27.98%-25.53%N/A
UBER
-0.60%44.42%79.58%59.63%-6.96%N/A
PYPL
-4.66%-21.66%-18.73%-33.45%-42.16%N/A
AMD
Advanced Micro Devices, Inc.
-5.50%-1.79%48.53%41.55%9.60%N/A
0700.HK
Tencent Holdings Ltd
-3.26%-15.85%0.11%22.25%-19.67%N/A
9988.HK
Alibaba Group Holding Ltd
-3.77%1.10%-0.56%10.00%-30.97%N/A
9618.HK
Jd Com Inc
-9.40%-22.84%-44.66%-40.23%-30.69%N/A
SPY
-1.13%9.55%13.80%18.82%4.93%N/A
QQQ
-0.77%15.45%35.00%30.79%5.80%N/A
XLV
-1.33%3.08%-3.03%7.78%5.98%N/A
HYG
0.06%3.44%4.53%8.67%-1.40%N/A
IEFA
0.12%3.41%7.97%25.04%-0.98%N/A
IEMG
-0.88%1.79%4.29%11.30%-8.18%N/A
IJR
-3.88%1.48%0.34%7.88%-3.92%N/A
ARKF
ARK Fintech Innovation ETF
-4.28%7.12%31.74%21.45%-31.49%N/A
ARKK
ARK Innovation ETF
-3.28%3.75%25.30%3.47%-33.90%N/A
ARKW
ARK Next Generation Internet ETF
-3.16%5.55%36.71%14.27%-31.36%N/A
TAN
-4.83%-27.62%-27.58%-30.22%-18.46%N/A
ILMN
-17.02%-39.80%-34.50%-30.43%-32.86%N/A
SGEN
8.06%8.13%66.29%53.52%18.70%N/A
VTI
-1.24%9.30%13.03%17.85%3.02%N/A
ISRG
0.90%12.39%8.61%51.27%7.00%N/A
BND
Vanguard Total Bond Market ETF
-0.60%-3.51%0.08%0.78%-4.69%N/A
VNQ
-4.25%-0.60%-4.10%-3.86%-3.68%N/A
EMB
-0.69%0.60%2.36%7.55%-5.59%N/A
EXAS
-16.07%0.86%35.02%100.09%-21.27%N/A
GH
-31.11%7.24%-4.67%-47.04%-49.04%N/A
XBI
-6.25%-1.65%-12.09%-4.81%-20.14%N/A
SKYY
-0.55%19.41%31.05%24.42%-7.86%N/A
CRSR
Corsair Gaming, Inc.
-0.27%-13.77%7.52%22.30%-27.42%N/A
MRNA
-11.24%-33.73%-44.33%-19.13%-6.39%N/A
CRSP
CRISPR Therapeutics AG
-8.38%4.74%11.91%-27.98%-30.33%N/A
SURF
10.31%72.58%30.49%-2.73%-52.48%N/A
VXUS
0.05%3.29%6.91%19.88%-2.56%N/A
BBIO
BridgeBio Pharma, Inc.
-2.88%83.02%257.87%179.69%-25.99%N/A
BNTX
BioNTech SE
-12.10%-18.38%-30.34%-18.47%0.59%N/A
TXG
-13.28%-17.68%13.47%43.03%-42.06%N/A
ARKX
ARK Space Exploration & Innovation ETF
-2.44%1.70%10.24%6.54%-14.28%N/A
ARVN
Arvinas, Inc.
-11.39%-14.10%-33.59%-45.98%-32.55%N/A
ARKG
ARK Genomic Revolution Multi-Sector ETF
-8.22%-2.58%-1.13%-13.16%-34.82%N/A
ARKQ
ARK Autonomous Technology & Robotics ETF
-1.24%8.30%25.94%10.91%-16.32%N/A
USD=X
0.00%0.00%0.00%0.00%0.00%N/A

Таблица корреляции активов

Таблица ниже показывает коэффициенты корреляции между активами в портфеле.

USD=X9988.HK1810.HKBND9618.HK0700.HKSGENBNTXSURFMRNAARVNBBIOEMBXLVBIDUCRSPVNQGHILMNUBERCRSRAMDTANEXASMETAAAPLTXGISRGGOOGAMZNMSFTNVDAPYPLIEMGXBIIEFAIJRHYGVXUSSPYARKGARKWARKKVTIQQQARKXARKFSKYYARKQ
USD=X0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
9988.HK0.001.000.63-0.020.750.720.030.060.120.060.080.050.07-0.010.300.090.080.100.110.090.140.040.140.090.100.060.130.060.090.080.070.100.070.290.050.120.080.080.180.090.100.140.130.100.100.120.150.140.15
1810.HK0.000.631.00-0.050.670.640.030.080.110.070.080.080.08-0.010.350.090.080.130.110.090.130.080.160.140.080.040.150.070.100.080.080.100.060.350.070.140.080.070.220.080.120.140.130.090.100.130.150.150.14
BND0.00-0.02-0.051.00-0.00-0.010.140.110.090.170.110.150.680.180.040.140.260.150.220.130.140.120.160.170.140.140.180.230.160.190.180.150.170.120.160.170.090.480.160.150.230.200.200.150.180.200.200.190.16
9618.HK0.000.750.67-0.001.000.730.060.090.110.080.120.110.10-0.010.370.130.070.120.120.130.160.120.200.140.110.090.150.080.100.110.100.150.120.360.110.150.110.130.230.120.150.170.160.130.150.170.190.170.20
0700.HK0.000.720.64-0.010.731.000.090.120.140.090.140.090.120.010.400.120.050.150.130.160.180.060.180.160.130.120.190.100.160.150.110.120.110.410.110.170.100.110.250.120.150.180.160.130.150.150.190.180.19
SGEN0.000.030.030.140.060.091.000.260.280.310.340.340.240.310.220.390.300.310.310.290.280.280.300.340.300.240.350.340.250.270.260.260.280.280.470.270.310.320.280.320.430.390.410.340.340.370.380.360.37
BNTX0.000.060.080.110.090.120.261.000.200.770.300.220.240.370.260.330.260.350.320.280.280.290.310.300.310.260.350.310.330.250.300.300.300.300.400.310.290.310.310.340.410.380.400.360.370.340.380.380.37
SURF0.000.120.110.090.110.140.280.201.000.270.340.370.210.200.290.420.240.420.300.380.310.300.360.380.300.230.420.310.260.260.210.340.380.310.530.300.400.330.330.330.510.480.490.370.340.470.470.420.50
MRNA0.000.060.070.170.080.090.310.770.271.000.330.290.270.370.280.400.310.420.400.320.300.340.370.390.350.330.430.370.350.310.360.370.370.330.470.360.340.380.360.390.500.460.480.400.430.410.460.430.44
ARVN0.000.080.080.110.120.140.340.300.340.331.000.480.240.360.270.500.330.440.390.400.330.300.370.460.330.320.470.370.330.380.340.330.360.310.640.340.410.380.350.410.600.470.530.430.420.460.470.470.47
BBIO0.000.050.080.150.110.090.340.220.370.290.481.000.300.250.360.540.350.460.350.430.380.300.440.520.350.320.500.340.270.350.280.320.400.370.700.350.440.410.380.380.650.520.580.420.400.480.510.470.51
EMB0.000.070.080.680.100.120.240.240.210.270.240.301.000.400.240.300.500.310.390.350.360.360.360.340.370.390.350.450.410.430.420.400.410.480.360.560.420.730.560.500.450.430.430.500.480.490.450.470.47
XLV0.00-0.01-0.010.18-0.010.010.310.370.200.370.360.250.401.000.190.290.620.350.510.300.370.320.330.350.410.520.370.660.480.390.560.370.410.380.470.590.520.530.540.690.450.400.410.670.570.500.420.480.45
BIDU0.000.300.350.040.370.400.220.260.290.280.270.360.240.191.000.420.270.400.330.410.450.400.490.430.420.340.450.330.390.380.370.390.420.740.430.460.400.370.580.420.510.540.540.450.470.500.560.510.57
CRSP0.000.090.090.140.130.120.390.330.420.400.500.540.300.290.421.000.340.550.450.510.480.390.510.580.400.390.540.380.360.400.340.410.500.440.750.370.480.450.410.440.780.640.720.480.480.570.620.560.63
VNQ0.000.080.080.260.070.050.300.260.240.310.330.350.500.620.270.341.000.380.470.360.470.380.440.380.440.520.450.570.480.460.520.430.480.470.470.620.690.630.610.720.500.510.500.720.600.620.540.570.56
GH0.000.100.130.150.120.150.310.350.420.420.440.460.310.350.400.550.381.000.490.510.420.410.460.630.420.370.620.490.410.450.410.460.510.430.610.380.440.450.410.460.720.680.720.490.520.580.670.630.64
ILMN0.000.110.110.220.120.130.310.320.300.400.390.350.390.510.330.450.470.491.000.430.460.440.470.520.460.460.580.540.460.480.490.470.520.410.530.450.470.490.460.560.630.600.620.580.580.590.600.600.59
UBER0.000.090.090.130.130.160.290.280.380.320.400.430.350.300.410.510.360.510.431.000.450.460.480.550.500.430.500.460.480.550.430.510.570.510.560.500.540.500.520.550.640.690.690.580.580.630.690.640.66
CRSR0.000.140.130.140.160.180.280.280.310.300.330.380.360.370.450.480.470.420.460.451.000.510.500.480.490.500.510.450.490.490.460.500.540.550.540.540.620.550.570.610.600.650.630.650.610.680.660.650.68
AMD0.000.040.080.120.120.060.280.290.300.340.300.300.360.320.400.390.380.410.440.460.511.000.490.450.560.570.460.490.600.600.640.810.530.540.450.540.530.530.560.660.550.650.620.670.760.650.660.690.69
TAN0.000.140.160.160.200.180.300.310.360.370.370.440.360.330.490.510.440.460.470.480.500.491.000.530.420.440.540.440.430.450.460.510.480.580.560.520.550.490.570.550.650.650.660.590.590.660.660.640.70
EXAS0.000.090.140.170.140.160.340.300.380.390.460.520.340.350.430.580.380.630.520.550.480.450.531.000.500.420.630.500.450.530.460.470.530.460.680.430.480.480.460.520.800.690.760.550.580.630.690.660.67
META0.000.100.080.140.110.130.300.310.300.350.330.350.370.410.420.400.440.420.460.500.490.560.420.501.000.580.460.530.670.610.620.610.630.520.490.560.540.540.570.690.570.650.630.690.750.640.660.660.65
AAPL0.000.060.040.140.090.120.240.260.230.330.320.320.390.520.340.390.520.370.460.430.500.570.440.420.581.000.460.610.700.650.750.630.560.510.450.600.580.590.590.810.530.590.580.790.840.640.590.670.64
TXG0.000.130.150.180.150.190.350.350.420.430.470.500.350.370.450.540.450.620.580.500.510.460.540.630.460.461.000.500.420.480.430.480.560.500.620.450.500.490.490.520.750.690.730.560.570.630.690.650.67
ISRG0.000.060.070.230.080.100.340.310.310.370.370.340.450.660.330.380.570.490.540.460.450.490.440.500.530.610.501.000.600.560.660.570.560.470.510.570.540.600.560.730.580.590.580.720.720.650.590.660.62
GOOG0.000.090.100.160.100.160.250.330.260.350.330.270.410.480.390.360.480.410.460.480.490.600.430.450.670.700.420.601.000.720.760.640.580.530.430.600.550.600.600.780.520.610.590.760.830.640.620.700.64
AMZN0.000.080.080.190.110.150.270.250.260.310.380.350.430.390.380.400.460.450.480.550.490.600.450.530.610.650.480.560.721.000.690.630.610.490.470.540.530.580.540.720.590.680.660.720.800.670.690.750.67
MSFT0.000.070.080.180.100.110.260.300.210.360.340.280.420.560.370.340.520.410.490.430.460.640.460.460.620.750.430.660.760.691.000.700.550.510.450.600.520.610.590.810.530.600.580.790.880.640.610.740.64
NVDA0.000.100.100.150.150.120.260.300.340.370.330.320.400.370.390.410.430.460.470.510.500.810.510.470.610.630.480.570.640.630.701.000.590.540.480.590.560.590.590.730.590.690.660.730.830.680.690.740.73
PYPL0.000.070.060.170.120.110.280.300.380.370.360.400.410.410.420.500.480.510.520.570.540.530.480.530.630.560.560.560.580.610.550.591.000.540.520.560.560.570.580.680.660.740.730.690.710.690.760.720.71
IEMG0.000.290.350.120.360.410.280.300.310.330.310.370.480.380.740.440.470.430.410.510.550.540.580.460.520.510.500.470.530.490.510.540.541.000.500.780.600.580.890.640.580.600.600.660.630.660.650.620.68
XBI0.000.050.070.160.110.110.470.400.530.470.640.700.360.470.430.750.470.610.530.560.540.450.560.680.490.450.620.510.430.470.450.480.520.501.000.500.610.550.530.570.870.690.770.610.580.670.690.660.71
IEFA0.000.120.140.170.150.170.270.310.300.360.340.350.560.590.460.370.620.380.450.500.540.540.520.430.560.600.450.570.600.540.600.590.560.780.501.000.740.710.970.800.550.580.560.810.720.740.620.650.69
IJR0.000.080.080.090.110.100.310.290.400.340.410.440.420.520.400.480.690.440.470.540.620.530.550.480.540.580.500.540.550.530.520.560.560.600.610.741.000.680.740.820.640.650.640.860.700.820.670.680.77
HYG0.000.080.070.480.130.110.320.310.330.380.380.410.730.530.370.450.630.450.490.500.550.530.490.480.540.590.490.600.600.580.610.590.570.580.550.710.681.000.700.750.630.630.630.760.720.720.660.680.70
VXUS0.000.180.220.160.230.250.280.310.330.360.350.380.560.540.580.410.610.410.460.520.570.560.570.460.570.590.490.560.600.540.590.590.580.890.530.970.740.701.000.790.590.610.600.810.720.750.660.670.72
SPY0.000.090.080.150.120.120.320.340.330.390.410.380.500.690.420.440.720.460.560.550.610.660.550.520.690.810.520.730.780.720.810.730.680.640.570.800.820.750.791.000.640.710.680.990.930.830.720.800.80
ARKG0.000.100.120.230.150.150.430.410.510.500.600.650.450.450.510.780.500.720.630.640.600.550.650.800.570.530.750.580.520.590.530.590.660.580.870.550.640.630.590.641.000.860.930.690.700.780.850.800.84
ARKW0.000.140.140.200.170.180.390.380.480.460.470.520.430.400.540.640.510.680.600.690.650.650.650.690.650.590.690.590.610.680.600.690.740.600.690.580.650.630.610.710.861.000.970.750.790.830.970.900.91
ARKK0.000.130.130.200.160.160.410.400.490.480.530.580.430.410.540.720.500.720.620.690.630.620.660.760.630.580.730.580.590.660.580.660.730.600.770.560.640.630.600.680.930.971.000.730.770.820.950.870.91
VTI0.000.100.090.150.130.130.340.360.370.400.430.420.500.670.450.480.720.490.580.580.650.670.590.550.690.790.560.720.760.720.790.730.690.660.610.810.860.760.810.990.690.750.731.000.930.870.770.830.84
QQQ0.000.100.100.180.150.150.340.370.340.430.420.400.480.570.470.480.600.520.580.580.610.760.590.580.750.840.570.720.830.800.880.830.710.630.580.720.700.720.720.930.700.790.770.931.000.820.790.870.84
ARKX0.000.120.130.200.170.150.370.340.470.410.460.480.490.500.500.570.620.580.590.630.680.650.660.630.640.640.630.650.640.670.640.680.690.660.670.740.820.720.750.830.780.830.820.870.821.000.850.840.94
ARKF0.000.150.150.200.190.190.380.380.470.460.470.510.450.420.560.620.540.670.600.690.660.660.660.690.660.590.690.590.620.690.610.690.760.650.690.620.670.660.660.720.850.970.950.770.790.851.000.900.90
SKYY0.000.140.150.190.170.180.360.380.420.430.470.470.470.480.510.560.570.630.600.640.650.690.640.660.660.670.650.660.700.750.740.740.720.620.660.650.680.680.670.800.800.900.870.830.870.840.901.000.87
ARKQ0.000.150.140.160.200.190.370.370.500.440.470.510.470.450.570.630.560.640.590.660.680.690.700.670.650.640.670.620.640.670.640.730.710.680.710.690.770.700.720.800.840.910.910.840.840.940.900.871.00

Коэффициент Шарпа

SimoneRizzetto88 на текущий момент имеет коэффициент Шарпа равный 1.49. Коэффициент Шарпа более 1,0 считается приемлемым.

-1.000.001.002.003.004.001.49

Коэффициент Шарпа SimoneRizzetto88 находится в верхней четверти, что указывает на превосходную риск-корректированную доходность. Это означает, что при принятом уровне риска портфель генерирует впечатляющую доходность по сравнению с большинством других портфелей.


Chart placeholderНедостаточно данных для анализа

Дивидендный доход

Дивидендная доходность SimoneRizzetto88 за предыдущие двенадцать месяцев составила 0.64%.


TTM20222021202020192018201720162015201420132012
SimoneRizzetto880.64%0.71%0.61%0.65%0.86%1.15%0.96%1.10%1.17%1.23%1.21%1.38%
AAPL
Apple Inc.
0.54%0.70%0.49%0.62%1.06%1.86%1.54%2.07%2.12%1.87%2.40%1.16%
GOOG
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
META
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MSFT
0.86%1.07%0.69%0.96%1.24%1.78%1.99%2.59%2.61%2.86%3.07%3.79%
AMZN
Amazon.com, 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
0.04%0.11%0.05%0.12%0.27%0.46%0.30%0.46%1.23%1.77%2.06%0.66%
BIDU
Baidu, 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%
1810.HK
Xiaomi Corp
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UBER
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PYPL
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AMD
Advanced Micro Devices, 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%
0700.HK
Tencent Holdings Ltd
1.53%1.00%0.36%0.22%0.27%0.30%0.16%0.26%0.25%0.22%0.21%0.32%
9988.HK
Alibaba Group Holding Ltd
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
9618.HK
Jd Com Inc
2.02%2.28%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPY
1.51%1.67%1.24%1.58%1.85%2.21%1.98%2.28%2.37%2.18%2.17%2.65%
QQQ
0.61%0.81%0.43%0.56%0.76%0.94%0.87%1.11%1.05%1.51%1.10%1.39%
XLV
1.63%1.48%1.37%1.55%2.29%1.70%1.61%1.78%1.62%1.54%1.77%2.38%
HYG
5.81%5.51%4.40%5.56%5.99%6.99%6.81%7.37%8.72%8.87%10.05%11.56%
IEFA
2.48%2.76%3.47%2.05%3.52%3.95%3.02%3.59%3.28%3.96%2.84%0.45%
IEMG
2.37%2.73%3.17%1.99%3.42%3.09%2.69%2.68%3.04%2.84%2.22%0.30%
IJR
1.64%1.42%1.56%1.16%1.52%1.69%1.30%1.33%1.65%1.39%1.15%1.91%
ARKF
ARK Fintech Innovation ETF
0.00%0.00%0.00%0.37%1.26%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ARKK
ARK Innovation ETF
0.00%0.00%0.83%1.33%0.39%3.26%1.41%0.00%2.46%0.00%0.00%0.00%
ARKW
ARK Next Generation Internet ETF
0.00%0.00%2.79%1.33%0.00%13.59%2.42%0.00%2.75%0.00%0.00%0.00%
TAN
0.00%0.00%0.00%0.09%0.30%0.70%1.79%5.19%1.73%2.06%1.43%10.31%
ILMN
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SGEN
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VTI
1.56%1.68%1.25%1.48%1.88%2.21%1.88%2.15%2.27%2.06%2.07%2.58%
ISRG
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BND
Vanguard Total Bond Market ETF
3.01%2.65%2.06%2.36%2.97%3.15%2.93%2.97%3.12%3.46%3.56%4.26%
VNQ
3.69%4.00%2.71%4.28%3.85%5.57%5.21%6.19%5.28%5.05%6.30%5.41%
EMB
5.06%5.20%4.22%4.37%5.30%6.94%5.90%6.57%6.90%6.81%7.42%6.82%
EXAS
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
GH
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XBI
0.00%0.00%0.04%0.20%0.00%0.28%0.24%0.26%0.61%1.09%0.17%0.23%
SKYY
0.00%0.23%0.78%0.18%0.55%0.96%0.27%0.36%0.42%0.17%0.00%0.02%
CRSR
Corsair Gaming, 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%
MRNA
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CRSP
CRISPR Therapeutics AG
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SURF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VXUS
3.06%3.15%3.25%2.32%3.40%3.64%3.23%3.56%3.54%4.37%3.58%4.04%
BBIO
BridgeBio Pharma, 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%
BNTX
BioNTech SE
0.00%1.41%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TXG
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ARKX
ARK Space Exploration & Innovation ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ARVN
Arvinas, 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%
ARKG
ARK Genomic Revolution Multi-Sector ETF
0.00%0.00%0.62%0.85%3.19%2.03%1.43%0.00%0.00%0.00%0.00%0.00%
ARKQ
ARK Autonomous Technology & Robotics ETF
0.00%0.00%0.80%0.87%0.00%2.91%1.61%0.00%1.04%0.00%0.00%0.00%
USD=X
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Комиссия

Комиссия SimoneRizzetto88 составляет 0.10%, что примерно соответствует среднему уровню по рынку. Ниже вы найдете коэффициенты расходов позиций портфеля для легкого сравнения их относительной стоимости.


0.76%
0.00%2.15%
0.75%
0.00%2.15%
0.75%
0.00%2.15%
0.03%
0.00%2.15%

Риск-скорректированная доходность

В таблице представлено сравнение показателей доходности скорректированной на риск для позиций. Риск-скорректированные показатели оценивают доходность инвестиций с учетом их рискованности, что позволяет более точно сравнивать различные активы между собой.


Коэффициент ШарпаКоэффициент СортиноКоэффициент ОмегаКоэффициент КальмараИндекс Язвы
AAPL
Apple Inc.
0.51
GOOG
N/A
META
N/A
MSFT
N/A
AMZN
Amazon.com, Inc.
0.23
NVDA
N/A
BIDU
Baidu, Inc.
0.09
1810.HK
Xiaomi Corp
0.34
UBER
N/A
PYPL
N/A
AMD
Advanced Micro Devices, Inc.
0.56
0700.HK
Tencent Holdings Ltd
0.23
9988.HK
Alibaba Group Holding Ltd
-0.03
9618.HK
Jd Com Inc
-0.79
SPY
N/A
QQQ
N/A
XLV
N/A
HYG
N/A
IEFA
N/A
IEMG
N/A
IJR
N/A
ARKF
ARK Fintech Innovation ETF
0.31
ARKK
ARK Innovation ETF
-0.06
ARKW
ARK Next Generation Internet ETF
0.15
TAN
N/A
ILMN
N/A
SGEN
N/A
VTI
N/A
ISRG
N/A
BND
Vanguard Total Bond Market ETF
-0.07
VNQ
N/A
EMB
N/A
EXAS
N/A
GH
N/A
XBI
N/A
SKYY
N/A
CRSR
Corsair Gaming, Inc.
0.28
MRNA
N/A
CRSP
CRISPR Therapeutics AG
-0.62
SURF
N/A
VXUS
N/A
BBIO
BridgeBio Pharma, Inc.
1.29
BNTX
BioNTech SE
-0.54
TXG
N/A
ARKX
ARK Space Exploration & Innovation ETF
0.09
ARVN
Arvinas, Inc.
-0.75
ARKG
ARK Genomic Revolution Multi-Sector ETF
-0.43
ARKQ
ARK Autonomous Technology & Robotics ETF
0.18
USD=X
N/A

График просадок

На графике просадок отображаются убытки портфеля с любого максимума на всем периоде.


-25.00%-20.00%-15.00%-10.00%-5.00%AprilMayJuneJulyAugustSeptember
-15.30%
-9.93%
SimoneRizzetto88
Benchmark (^GSPC)
Активы портфеля

Максимальные просадки

SimoneRizzetto88 с января 2010 показал максимальную просадку в 42.40%, зарегистрированную 14 окт. 2022 г.. Портфель еще не восстановился от этой просадки.

В таблице ниже показаны максимальные просадки. Максимальная просадка - показатель риска. Он показывает снижение стоимости портфеля от максимума после серии убыточных торгов.


Глубина

Начало

Падение

Дно

Восстановление

Окончание

Всего

-42.4%9 нояб. 2021 г.24414 окт. 2022 г.
-8.37%27 апр. 2021 г.1212 мая 2021 г.187 июн. 2021 г.30
-7.92%7 сент. 2021 г.204 окт. 2021 г.1828 окт. 2021 г.38
-4.62%6 авг. 2021 г.1019 авг. 2021 г.627 авг. 2021 г.16
-3.27%5 июл. 2021 г.1119 июл. 2021 г.423 июл. 2021 г.15

График волатильности

Текущая волатильность SimoneRizzetto88 составляет 4.33%, что отражает среднее процентное изменение стоимости инвестиций вверх или вниз за последний месяц. Ниже представлен график, показывающий скользящую волатильность за один месяц.


2.00%3.00%4.00%5.00%6.00%7.00%AprilMayJuneJulyAugustSeptember
4.33%
3.32%
SimoneRizzetto88
Benchmark (^GSPC)
Активы портфеля