BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM
TOP 30 STOCKS EVER, TOP 3 SECTORS, Focus, LAST 10 YRS PROVEN RECORDS, GOOD FUNDAMENTAL, NO HIGH COST, WITH ABOVE 20% ANNUM, TO STUDY, AFTER 100K THEN BUY
3 FUNDAMENTAL RULES (S T F)
1. ONLY with solid Track records. Best almost always Best return. 2. TIME in the Market, not Time the Market. Money is like Soup, the more you touch the more you lose. Best strategy is lose the password. Fast Down Fast Up. 3. FG, Buy when people FEAR, Sell when peopl e GREED. Always keep an eye on market, Keep Studying and comparing with best porfolio in porfoliolab.com
If want to sell, Think of 1. You made a solid Decision based on Data. Not going to wrong unless whole market crash. 2. Whatever down will up backup (Max 2years to wait), pump in when got cash 3. Even World War, Stock will bounce back. My Goal is 1 Million and more, not short goal. Down = more promo to come. Just relax and think of Promotion to enjoy. :)
If want to have peace of mind, try not to bet in just one sector, invest in 3 sectors 1. Base ETF (in best potential) 40% + Base ETF (VOO) 10% 2. Best in Tech 20% 3. Best in Consumer / Communication 30%
SECTORS * CRYPTO * TECHNOLOGY OR Technology Equities - AI, Cloud, Semicon etc. *** Communication Services META, GOOGLE or Internet of things etc.
Backup SECTORS Consumer Defensive - Like Beverages—Non-Alcohol etc FINANCIAL - Like VISA, Masters
Others - None
Example of Allocation up to 100k. AI Half (Main ETF SMH 35% + NVDL 15%) + CELH and SCMI (30%) + BTC VOO (10%) and Cash (10%)
50 60 70 80 90 100 BTC 5% 2.5 3 3.5 4 4.5 5 VOO 5% 2.5 3 3.5 4 4.5 5 NVDL 15% 7.5 9 10.5 12 13.5 15 SMH 35% 17.5 21 24.5 28 31.5 35 SCMI 10% 5 6 7 8 9 10 CELH 20% 10 12 14 16 18 20 CASH 10% 5 6 7 8 9 10
Every end of month, 1. Report Stock allocation in My Life Plan 2. Review portfolio, compare with any new better upcoming portfolio, all stocks still best, the direction of future still correct or future relevant 3. Create new portfolio and record all changes and state reasons why change
If Market Drop 1. Check due to External or Internal factors 2. If external, be happy, wait for promotion. If Serious War or Nuclear, sell all volatile stocks first. Slowly buy back once 10%, 20% 30% drop etc by selling foundational index later. 3. If internal, access which is better opportunity, sell with gain 4. Usually SEP-OCT, Market down and Nov-Dec Market up. It is like trend. 5. Sometimes, after shootup so fast, some investors may cash out. can be around 5%. but it will come back after a few weeks.
Funny but true Logic : A Good Portfolio is like a Good Meal. You cannot don't eat. (like don't invest, it seriously lack gold mine and cash corrodes due to inflation) You cannot just eat plain rice. (like only very basic SNP500) too slow or not much improvement) You cannot just eat all chili. (too hot will vomit and not good for health long term) You must eat some chili (like Growth stocks, or even leverage) but maybe spicy and encounter inconvenient downturn. Just keep eating more don't spit) You can eat some sweet things (like other sectors to back you up, like beverages sectors) add in more nice, sweet earn in case too hot You must eat nutritious meal (like something with proven track record, solid backed by reality) so that healthy since good for body for so long no issue You should not eat whatever you think tasty (like buying random high growth new company) it can be very bad for health long term Summary: Eat Majority (33% or more) as plain base ETF (can be growth sector with track record) About 20% of Spicy stocks (Super hot stocks but with track record and solid earning, margins) About 20% of Sweet stuffs (Other sectors, consumers, beverage, with sure and easy earning record) The rest good for health long term (such as SNP500, crypto, etc)
Sometimes, there will be some people throw chili power all over the meal and almost cannot eat. But just drink some water = sell some stock especially most spicy ones Keep sometimes to cool = wait a few months Then keep eat = continue to buy
Распределение активов
Доходность
График доходности
Загрузка...
Самые ранние данные для этого графика доступны с 18 мар. 2024 г., начальной даты AMDL
Доходность по периодам
С начала года | 1 месяц | 6 месяцев | 1 год | 5 лет | 10 лет | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | -0.63% | 13.31% | -1.23% | 9.83% | 14.61% | 10.64% |
BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM | 3.05% | 24.97% | 3.74% | 16.01% | N/A | N/A |
Активы портфеля: | ||||||
MSFT Microsoft Corporation | 7.78% | 26.25% | 9.56% | 6.29% | 20.82% | 27.25% |
GOOG Alphabet Inc | -10.60% | 13.48% | -3.88% | -4.83% | 19.36% | 20.26% |
META Meta Platforms, Inc. | 8.63% | 31.12% | 12.57% | 37.27% | 22.14% | 23.00% |
TSM Taiwan Semiconductor Manufacturing Company Limited | -2.53% | 29.69% | 2.52% | 26.52% | 33.36% | 26.26% |
COKE Coca-Cola Consolidated, Inc. | -9.35% | -16.43% | -7.74% | 16.69% | 38.07% | 26.84% |
AAPL Apple Inc | -19.10% | 4.76% | -11.54% | 5.56% | 21.13% | 21.14% |
SMH VanEck Vectors Semiconductor ETF | -0.29% | 28.56% | 0.00% | 3.35% | 29.35% | 25.04% |
VGT Vanguard Information Technology ETF | -3.19% | 22.25% | -1.66% | 11.97% | 19.45% | 19.64% |
NVDA NVIDIA Corporation | -1.85% | 36.00% | -9.64% | 38.22% | 71.08% | 74.45% |
AMD Advanced Micro Devices, Inc. | -7.23% | 30.97% | -18.56% | -31.94% | 15.23% | 47.62% |
VOO Vanguard S&P 500 ETF | -0.22% | 13.42% | -0.65% | 11.15% | 16.32% | 12.59% |
MA Mastercard Inc | 8.50% | 11.82% | 11.47% | 24.79% | 14.71% | 20.64% |
NFLX Netflix, Inc. | 34.03% | 20.92% | 35.16% | 83.62% | 22.71% | 29.68% |
NOW ServiceNow, Inc. | -4.28% | 34.23% | -0.80% | 30.59% | 21.20% | 29.12% |
PANW Palo Alto Networks, Inc. | -0.38% | 13.25% | -7.73% | 16.32% | 35.52% | 20.91% |
CELH Celsius Holdings, Inc. | 38.88% | 1.36% | 32.01% | -61.88% | 64.94% | 45.45% |
SMCI Super Micro Computer, Inc. | 36.65% | 41.14% | 61.43% | -53.67% | 75.95% | 28.63% |
BTC-USD Bitcoin | 14.30% | 22.02% | 13.20% | 52.26% | 63.71% | 84.09% |
AVGO Broadcom Inc. | -0.61% | 38.22% | 41.53% | 66.19% | 56.65% | 36.47% |
KLAC KLA Corporation | 24.20% | 25.78% | 26.87% | 2.75% | 36.70% | 31.92% |
BRK-A Berkshire Hathaway Inc | 11.82% | 0.12% | 8.26% | 21.79% | 23.68% | 13.37% |
BRK-B Berkshire Hathaway Inc. | 11.86% | 0.02% | 8.15% | 22.36% | 23.72% | 13.37% |
AXP American Express Company | -3.09% | 17.93% | -0.03% | 18.99% | 27.87% | 15.08% |
CMG Chipotle Mexican Grill, Inc. | -15.77% | 9.16% | -13.74% | -19.96% | 19.19% | 15.02% |
NVDL GraniteShares 2x Long NVDA Daily ETF | -24.69% | 79.86% | -37.95% | 14.50% | N/A | N/A |
LLY Eli Lilly and Company | -5.74% | -11.20% | -3.41% | -9.12% | 38.44% | 27.87% |
USD ProShares Ultra Semiconductors | -18.06% | 74.31% | -19.90% | 2.41% | 51.89% | 41.25% |
NVDX T-REX 2X Long NVIDIA Daily Target ETF | -25.71% | 79.93% | -39.29% | 12.27% | N/A | N/A |
AMDL GraniteShares 2x Long AMD Daily ETF | -28.46% | 67.07% | -46.27% | -68.49% | N/A | N/A |
MAGX Roundhill Daily 2X Long Magnificent Seven ETF | -19.21% | 55.30% | -10.84% | 29.42% | N/A | N/A |
MAGS Roundhill Magnificent Seven ETF | -5.51% | 25.23% | 0.26% | 25.21% | N/A | N/A |
PLTR Palantir Technologies Inc. | 59.43% | 32.80% | 94.11% | 467.70% | N/A | N/A |
AMAT Applied Materials, Inc. | -0.02% | 19.68% | -4.40% | -25.57% | 25.48% | 24.69% |
MU Micron Technology, Inc. | 14.03% | 43.60% | -2.32% | -24.48% | 16.88% | 13.62% |
QCOM QUALCOMM Incorporated | -0.97% | 11.14% | -0.87% | -23.16% | 16.46% | 11.27% |
ARM Arm Holdings plc American Depositary Shares | 5.75% | 34.72% | -2.43% | 13.66% | N/A | N/A |
Доходность по месяцам
Ниже представлена таблица с месячной доходностью BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM, с цветовой градацией от худшего до лучшего месяца, для легкого выявления сезонных факторов. Значения учитывают дивиденды.
янв. | февр. | март | апр. | май | июнь | июль | авг. | сент. | окт. | нояб. | дек. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 1.67% | -2.80% | -7.72% | 2.07% | 10.70% | 3.05% | |||||||
2024 | 1.41% | -5.96% | 11.18% | 8.15% | -4.83% | 1.08% | 2.41% | -1.40% | 6.74% | -0.27% | 18.58% |
Комиссия
Комиссия BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM составляет 0.17%, что ниже среднего уровня по рынку. Ниже вы найдете коэффициенты расходов позиций портфеля для легкого сравнения их относительной стоимости.
Риск-скорректированная доходность
Ранг риск-скорректированной доходности
Текущий рейтинг BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM составляет 26, что указывает на средний уровень результатов по сравнению с другими портфелей на нашем сайте. Ниже представлена разбивка по ключевым показателям эффективности.
Показатели риск-скорректированной доходности
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 Шарпа | Коэффициент Сортино | Коэффициент Омега | Коэффициент Кальмара | Коэффициент Мартина | |
---|---|---|---|---|---|
MSFT Microsoft Corporation | 0.23 | 0.73 | 1.10 | 0.08 | 1.06 |
GOOG Alphabet Inc | -0.13 | 0.81 | 1.10 | 0.11 | 1.06 |
META Meta Platforms, Inc. | 0.98 | 1.41 | 1.18 | 0.31 | 2.50 |
TSM Taiwan Semiconductor Manufacturing Company Limited | 0.53 | 0.88 | 1.11 | 0.14 | 1.25 |
COKE Coca-Cola Consolidated, Inc. | 0.45 | -0.36 | 0.95 | 1.01 | -1.67 |
AAPL Apple Inc | 0.19 | -0.30 | 0.96 | 0.21 | -1.05 |
SMH VanEck Vectors Semiconductor ETF | 0.06 | 0.48 | 1.06 | 0.02 | 0.44 |
VGT Vanguard Information Technology ETF | 0.40 | 0.66 | 1.09 | 0.07 | 1.08 |
NVDA NVIDIA Corporation | 0.65 | 0.77 | 1.10 | 0.11 | 1.01 |
AMD Advanced Micro Devices, Inc. | -0.61 | -0.79 | 0.91 | -0.51 | -1.12 |
VOO Vanguard S&P 500 ETF | 0.59 | 0.67 | 1.10 | 0.08 | 1.37 |
MA Mastercard Inc | 1.21 | 1.56 | 1.23 | 0.43 | 5.39 |
NFLX Netflix, Inc. | 2.67 | 4.08 | 1.56 | 3.37 | 19.42 |
NOW ServiceNow, Inc. | 0.73 | 1.03 | 1.14 | 0.16 | 1.32 |
PANW Palo Alto Networks, Inc. | 0.48 | 0.54 | 1.07 | 0.05 | 0.73 |
CELH Celsius Holdings, Inc. | -0.91 | 0.97 | 1.11 | 0.05 | 0.92 |
SMCI Super Micro Computer, Inc. | -0.46 | 0.86 | 1.10 | -0.63 | -0.25 |
BTC-USD Bitcoin | 1.10 | 3.32 | 1.35 | 2.75 | 12.64 |
AVGO Broadcom Inc. | 1.06 | 1.81 | 1.25 | 0.66 | 4.08 |
KLAC KLA Corporation | 0.04 | 0.64 | 1.09 | 0.06 | 0.63 |
BRK-A Berkshire Hathaway Inc | 1.09 | 1.35 | 1.19 | 0.59 | 5.47 |
BRK-B Berkshire Hathaway Inc. | 1.14 | 1.32 | 1.19 | 0.56 | 5.32 |
AXP American Express Company | 0.64 | 1.03 | 1.14 | 0.18 | 1.83 |
CMG Chipotle Mexican Grill, Inc. | -0.57 | -0.42 | 0.95 | -0.64 | -0.88 |
NVDL GraniteShares 2x Long NVDA Daily ETF | 0.13 | 0.57 | 1.08 | 0.32 | -0.49 |
LLY Eli Lilly and Company | -0.24 | -0.94 | 0.88 | -0.21 | -2.31 |
USD ProShares Ultra Semiconductors | 0.02 | 0.59 | 1.08 | 0.11 | -0.23 |
NVDX T-REX 2X Long NVIDIA Daily Target ETF | 0.11 | 0.54 | 1.07 | 0.28 | -0.56 |
AMDL GraniteShares 2x Long AMD Daily ETF | -0.65 | -0.93 | 0.89 | -0.77 | -1.30 |
MAGX Roundhill Daily 2X Long Magnificent Seven ETF | 0.47 | 0.96 | 1.12 | 0.11 | 0.90 |
MAGS Roundhill Magnificent Seven ETF | 0.78 | 1.15 | 1.15 | 0.21 | 1.92 |
PLTR Palantir Technologies Inc. | 6.48 | 4.80 | 1.64 | 9.04 | 31.79 |
AMAT Applied Materials, Inc. | -0.52 | -0.16 | 0.98 | -0.51 | -0.73 |
MU Micron Technology, Inc. | -0.37 | 0.78 | 1.10 | 0.06 | 0.83 |
QCOM QUALCOMM Incorporated | -0.55 | -0.10 | 0.99 | -0.46 | -0.90 |
ARM Arm Holdings plc American Depositary Shares | 0.23 | 0.29 | 1.03 | 0.34 | -0.38 |
Загрузка...
Дивиденды
Дивидендный доход
Дивидендная доходность BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM за предыдущие двенадцать месяцев составила 1.04%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Портфель | 1.04% | 0.88% | 0.74% | 0.57% | 0.38% | 0.49% | 0.69% | 0.86% | 0.65% | 0.91% | 0.81% | 1.42% |
Активы портфеля: | ||||||||||||
MSFT Microsoft Corporation | 0.72% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
GOOG Alphabet Inc | 0.47% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
META Meta Platforms, Inc. | 0.32% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TSM Taiwan Semiconductor Manufacturing Company Limited | 1.29% | 1.18% | 1.78% | 2.48% | 1.56% | 1.58% | 3.49% | 3.55% | 2.32% | 2.61% | 2.54% | 1.79% |
COKE Coca-Cola Consolidated, Inc. | 0.70% | 1.59% | 0.54% | 0.20% | 0.16% | 0.38% | 0.35% | 0.56% | 0.46% | 0.56% | 0.55% | 1.14% |
AAPL Apple Inc | 0.50% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
SMH VanEck Vectors Semiconductor ETF | 0.44% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% | 1.16% |
VGT Vanguard Information Technology ETF | 0.53% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
NVDA NVIDIA Corporation | 0.03% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
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% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
MA Mastercard Inc | 0.50% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% |
NFLX Netflix, 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% |
NOW ServiceNow, 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% |
PANW Palo Alto Networks, 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% |
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% |
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% |
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% |
AVGO Broadcom Inc. | 0.97% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% | 1.22% |
KLAC KLA Corporation | 0.87% | 0.96% | 0.92% | 1.25% | 0.91% | 1.35% | 1.74% | 3.17% | 2.15% | 2.67% | 2.94% | 26.17% |
BRK-A Berkshire Hathaway 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% |
BRK-B Berkshire Hathaway 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% |
AXP American Express Company | 1.02% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% | 1.05% |
CMG Chipotle Mexican Grill, 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% |
NVDL GraniteShares 2x Long NVDA Daily ETF | 0.00% | 0.00% | 11.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LLY Eli Lilly and Company | 0.77% | 0.67% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.95% | 2.46% | 2.77% | 2.37% | 2.84% |
USD ProShares Ultra Semiconductors | 0.22% | 0.10% | 0.05% | 0.30% | 0.00% | 0.14% | 0.72% | 0.93% | 0.32% | 7.11% | 0.39% | 2.71% |
NVDX T-REX 2X Long NVIDIA Daily Target ETF | 20.84% | 15.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMDL GraniteShares 2x Long AMD Daily 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% |
MAGX Roundhill Daily 2X Long Magnificent Seven ETF | 1.06% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MAGS Roundhill Magnificent Seven ETF | 0.86% | 0.81% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PLTR Palantir Technologies 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% |
AMAT Applied Materials, Inc. | 1.27% | 0.93% | 0.75% | 1.05% | 0.60% | 1.01% | 1.36% | 2.14% | 0.78% | 1.24% | 2.14% | 1.61% |
MU Micron Technology, Inc. | 0.48% | 0.55% | 0.54% | 0.89% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QCOM QUALCOMM Incorporated | 2.25% | 2.18% | 2.18% | 2.67% | 1.47% | 1.69% | 2.81% | 4.27% | 3.50% | 3.17% | 3.72% | 2.17% |
ARM Arm Holdings plc American Depositary Shares | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Просадки
График просадок
На графике просадок отображаются убытки портфеля с любого максимума на всем периоде.
Загрузка...
Максимальные просадки
BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM показал максимальную просадку в 27.77%, зарегистрированную 8 апр. 2025 г.. Портфель еще не восстановился от этой просадки.
Текущая просадка BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM составляет 5.40%.
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 |
---|---|---|---|---|---|---|
-27.77% | 20 февр. 2025 г. | 48 | 8 апр. 2025 г. | — | — | — |
-20.66% | 11 июл. 2024 г. | 28 | 7 авг. 2024 г. | 119 | 4 дек. 2024 г. | 147 |
-12.67% | 26 мар. 2024 г. | 25 | 19 апр. 2024 г. | 26 | 15 мая 2024 г. | 51 |
-7.49% | 23 янв. 2025 г. | 5 | 27 янв. 2025 г. | 22 | 18 февр. 2025 г. | 27 |
-6.85% | 7 янв. 2025 г. | 8 | 14 янв. 2025 г. | 8 | 22 янв. 2025 г. | 16 |
Волатильность
График волатильности
Ниже представлен график, показывающий скользящую волатильность за один месяц.
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Диверсификация
Показатели диверсификации
Эффективное количество активов
Количество позиций в портфеле равно 36, при этом эффективное количество активов равно 36.00, отражая степень диверсификации исходя из весов активов в портфеле. Такое эффективное количество активов указывает на то, что инвестиции в портфеле распределены между большим числом позиций, что может свидетельствовать о хорошей диверсификации. Однако реальный уровень диверсификации также зависит от корреляции между активами.
Таблица корреляции активов
^GSPC | COKE | BRK-A | BRK-B | BTC-USD | MA | CELH | LLY | CMG | AAPL | AXP | SMCI | NFLX | GOOG | PANW | META | PLTR | NOW | AMDL | AMD | MU | MSFT | TSM | ARM | QCOM | AVGO | KLAC | AMAT | NVDX | NVDL | NVDA | MAGX | MAGS | USD | SMH | VOO | VGT | Portfolio | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
^GSPC | 1.00 | 0.26 | 0.39 | 0.41 | 0.35 | 0.50 | 0.34 | 0.42 | 0.46 | 0.56 | 0.62 | 0.48 | 0.56 | 0.62 | 0.59 | 0.58 | 0.60 | 0.62 | 0.65 | 0.65 | 0.61 | 0.74 | 0.63 | 0.66 | 0.72 | 0.69 | 0.70 | 0.72 | 0.67 | 0.68 | 0.68 | 0.81 | 0.82 | 0.76 | 0.80 | 1.00 | 0.91 | 0.87 |
COKE | 0.26 | 1.00 | 0.26 | 0.28 | 0.08 | 0.22 | 0.22 | 0.10 | 0.24 | 0.15 | 0.18 | 0.01 | 0.05 | 0.04 | 0.18 | 0.12 | 0.14 | 0.17 | 0.08 | 0.08 | 0.05 | 0.17 | 0.08 | 0.17 | 0.14 | 0.10 | 0.16 | 0.14 | 0.07 | 0.08 | 0.08 | 0.11 | 0.12 | 0.09 | 0.10 | 0.22 | 0.13 | 0.12 |
BRK-A | 0.39 | 0.26 | 1.00 | 0.94 | 0.11 | 0.56 | 0.14 | 0.18 | 0.21 | 0.21 | 0.45 | -0.01 | 0.13 | 0.11 | 0.17 | -0.01 | 0.16 | 0.13 | 0.10 | 0.10 | 0.06 | 0.10 | -0.00 | 0.06 | 0.16 | -0.03 | 0.11 | 0.11 | -0.03 | -0.03 | -0.04 | 0.08 | 0.07 | -0.03 | 0.05 | 0.34 | 0.13 | 0.10 |
BRK-B | 0.41 | 0.28 | 0.94 | 1.00 | 0.11 | 0.58 | 0.14 | 0.19 | 0.20 | 0.20 | 0.47 | -0.02 | 0.14 | 0.11 | 0.19 | -0.00 | 0.16 | 0.15 | 0.12 | 0.12 | 0.07 | 0.12 | 0.03 | 0.05 | 0.17 | -0.02 | 0.11 | 0.11 | -0.02 | -0.02 | -0.02 | 0.09 | 0.09 | -0.02 | 0.06 | 0.35 | 0.14 | 0.10 |
BTC-USD | 0.35 | 0.08 | 0.11 | 0.11 | 1.00 | 0.11 | 0.17 | 0.02 | 0.09 | 0.11 | 0.17 | 0.23 | 0.22 | 0.23 | 0.19 | 0.20 | 0.25 | 0.23 | 0.22 | 0.23 | 0.22 | 0.13 | 0.16 | 0.17 | 0.21 | 0.18 | 0.24 | 0.22 | 0.20 | 0.19 | 0.20 | 0.26 | 0.26 | 0.24 | 0.25 | 0.30 | 0.25 | 0.39 |
MA | 0.50 | 0.22 | 0.56 | 0.58 | 0.11 | 1.00 | 0.11 | 0.21 | 0.35 | 0.17 | 0.49 | 0.02 | 0.23 | 0.19 | 0.27 | 0.12 | 0.27 | 0.30 | 0.15 | 0.15 | 0.15 | 0.26 | 0.09 | 0.10 | 0.21 | 0.15 | 0.19 | 0.20 | 0.06 | 0.05 | 0.06 | 0.18 | 0.18 | 0.10 | 0.15 | 0.43 | 0.23 | 0.20 |
CELH | 0.34 | 0.22 | 0.14 | 0.14 | 0.17 | 0.11 | 1.00 | -0.00 | 0.18 | 0.21 | 0.17 | 0.30 | 0.18 | 0.15 | 0.18 | 0.13 | 0.19 | 0.22 | 0.25 | 0.24 | 0.24 | 0.22 | 0.20 | 0.27 | 0.32 | 0.19 | 0.35 | 0.32 | 0.19 | 0.19 | 0.19 | 0.24 | 0.24 | 0.24 | 0.27 | 0.31 | 0.27 | 0.31 |
LLY | 0.42 | 0.10 | 0.18 | 0.19 | 0.02 | 0.21 | -0.00 | 1.00 | 0.22 | 0.22 | 0.22 | 0.21 | 0.21 | 0.16 | 0.34 | 0.29 | 0.27 | 0.24 | 0.19 | 0.20 | 0.21 | 0.21 | 0.28 | 0.30 | 0.22 | 0.24 | 0.24 | 0.25 | 0.27 | 0.27 | 0.27 | 0.25 | 0.24 | 0.26 | 0.27 | 0.39 | 0.31 | 0.33 |
CMG | 0.46 | 0.24 | 0.21 | 0.20 | 0.09 | 0.35 | 0.18 | 0.22 | 1.00 | 0.22 | 0.28 | 0.17 | 0.35 | 0.23 | 0.29 | 0.29 | 0.36 | 0.35 | 0.25 | 0.25 | 0.21 | 0.33 | 0.24 | 0.32 | 0.28 | 0.21 | 0.29 | 0.30 | 0.30 | 0.30 | 0.31 | 0.37 | 0.37 | 0.29 | 0.29 | 0.41 | 0.36 | 0.36 |
AAPL | 0.56 | 0.15 | 0.21 | 0.20 | 0.11 | 0.17 | 0.21 | 0.22 | 0.22 | 1.00 | 0.29 | 0.22 | 0.32 | 0.40 | 0.28 | 0.27 | 0.27 | 0.26 | 0.32 | 0.33 | 0.23 | 0.42 | 0.28 | 0.33 | 0.33 | 0.30 | 0.31 | 0.31 | 0.25 | 0.27 | 0.26 | 0.53 | 0.50 | 0.30 | 0.33 | 0.53 | 0.51 | 0.40 |
AXP | 0.62 | 0.18 | 0.45 | 0.47 | 0.17 | 0.49 | 0.17 | 0.22 | 0.28 | 0.29 | 1.00 | 0.18 | 0.24 | 0.32 | 0.29 | 0.28 | 0.37 | 0.41 | 0.25 | 0.26 | 0.30 | 0.33 | 0.30 | 0.33 | 0.37 | 0.32 | 0.33 | 0.35 | 0.26 | 0.27 | 0.27 | 0.39 | 0.37 | 0.31 | 0.36 | 0.58 | 0.45 | 0.40 |
SMCI | 0.48 | 0.01 | -0.01 | -0.02 | 0.23 | 0.02 | 0.30 | 0.21 | 0.17 | 0.22 | 0.18 | 1.00 | 0.32 | 0.28 | 0.32 | 0.33 | 0.40 | 0.29 | 0.48 | 0.48 | 0.53 | 0.34 | 0.47 | 0.48 | 0.41 | 0.49 | 0.50 | 0.49 | 0.50 | 0.49 | 0.50 | 0.43 | 0.43 | 0.54 | 0.55 | 0.44 | 0.52 | 0.60 |
NFLX | 0.56 | 0.05 | 0.13 | 0.14 | 0.22 | 0.23 | 0.18 | 0.21 | 0.35 | 0.32 | 0.24 | 0.32 | 1.00 | 0.38 | 0.40 | 0.41 | 0.44 | 0.51 | 0.35 | 0.34 | 0.36 | 0.48 | 0.35 | 0.35 | 0.34 | 0.43 | 0.37 | 0.39 | 0.45 | 0.46 | 0.45 | 0.52 | 0.54 | 0.45 | 0.42 | 0.53 | 0.55 | 0.54 |
GOOG | 0.62 | 0.04 | 0.11 | 0.11 | 0.23 | 0.19 | 0.15 | 0.16 | 0.23 | 0.40 | 0.32 | 0.28 | 0.38 | 1.00 | 0.38 | 0.54 | 0.34 | 0.42 | 0.46 | 0.46 | 0.36 | 0.55 | 0.31 | 0.41 | 0.40 | 0.39 | 0.36 | 0.36 | 0.37 | 0.37 | 0.38 | 0.67 | 0.68 | 0.40 | 0.43 | 0.55 | 0.52 | 0.52 |
PANW | 0.59 | 0.18 | 0.17 | 0.19 | 0.19 | 0.27 | 0.18 | 0.34 | 0.29 | 0.28 | 0.29 | 0.32 | 0.40 | 0.38 | 1.00 | 0.39 | 0.44 | 0.54 | 0.35 | 0.36 | 0.37 | 0.47 | 0.38 | 0.42 | 0.32 | 0.44 | 0.36 | 0.39 | 0.41 | 0.42 | 0.42 | 0.45 | 0.46 | 0.43 | 0.45 | 0.54 | 0.54 | 0.51 |
META | 0.58 | 0.12 | -0.01 | -0.00 | 0.20 | 0.12 | 0.13 | 0.29 | 0.29 | 0.27 | 0.28 | 0.33 | 0.41 | 0.54 | 0.39 | 1.00 | 0.43 | 0.44 | 0.40 | 0.40 | 0.40 | 0.54 | 0.45 | 0.41 | 0.36 | 0.47 | 0.39 | 0.38 | 0.46 | 0.46 | 0.47 | 0.59 | 0.60 | 0.46 | 0.47 | 0.51 | 0.52 | 0.53 |
PLTR | 0.60 | 0.14 | 0.16 | 0.16 | 0.25 | 0.27 | 0.19 | 0.27 | 0.36 | 0.27 | 0.37 | 0.40 | 0.44 | 0.34 | 0.44 | 0.43 | 1.00 | 0.50 | 0.42 | 0.43 | 0.38 | 0.42 | 0.42 | 0.46 | 0.39 | 0.46 | 0.44 | 0.42 | 0.44 | 0.45 | 0.44 | 0.53 | 0.55 | 0.49 | 0.49 | 0.56 | 0.58 | 0.59 |
NOW | 0.62 | 0.17 | 0.13 | 0.15 | 0.23 | 0.30 | 0.22 | 0.24 | 0.35 | 0.26 | 0.41 | 0.29 | 0.51 | 0.42 | 0.54 | 0.44 | 0.50 | 1.00 | 0.34 | 0.34 | 0.37 | 0.55 | 0.39 | 0.46 | 0.36 | 0.46 | 0.40 | 0.41 | 0.48 | 0.48 | 0.48 | 0.53 | 0.54 | 0.49 | 0.48 | 0.56 | 0.61 | 0.55 |
AMDL | 0.65 | 0.08 | 0.10 | 0.12 | 0.22 | 0.15 | 0.25 | 0.19 | 0.25 | 0.32 | 0.25 | 0.48 | 0.35 | 0.46 | 0.35 | 0.40 | 0.42 | 0.34 | 1.00 | 1.00 | 0.50 | 0.43 | 0.54 | 0.50 | 0.58 | 0.52 | 0.61 | 0.56 | 0.52 | 0.51 | 0.51 | 0.52 | 0.52 | 0.59 | 0.66 | 0.56 | 0.61 | 0.64 |
AMD | 0.65 | 0.08 | 0.10 | 0.12 | 0.23 | 0.15 | 0.24 | 0.20 | 0.25 | 0.33 | 0.26 | 0.48 | 0.34 | 0.46 | 0.36 | 0.40 | 0.43 | 0.34 | 1.00 | 1.00 | 0.50 | 0.43 | 0.55 | 0.51 | 0.58 | 0.52 | 0.61 | 0.56 | 0.52 | 0.52 | 0.52 | 0.52 | 0.52 | 0.59 | 0.67 | 0.56 | 0.62 | 0.65 |
MU | 0.61 | 0.05 | 0.06 | 0.07 | 0.22 | 0.15 | 0.24 | 0.21 | 0.21 | 0.23 | 0.30 | 0.53 | 0.36 | 0.36 | 0.37 | 0.40 | 0.38 | 0.37 | 0.50 | 0.50 | 1.00 | 0.42 | 0.59 | 0.61 | 0.57 | 0.60 | 0.60 | 0.66 | 0.62 | 0.62 | 0.61 | 0.51 | 0.52 | 0.70 | 0.72 | 0.56 | 0.67 | 0.71 |
MSFT | 0.74 | 0.17 | 0.10 | 0.12 | 0.13 | 0.26 | 0.22 | 0.21 | 0.33 | 0.42 | 0.33 | 0.34 | 0.48 | 0.55 | 0.47 | 0.54 | 0.42 | 0.55 | 0.43 | 0.43 | 0.42 | 1.00 | 0.45 | 0.49 | 0.51 | 0.55 | 0.49 | 0.52 | 0.50 | 0.50 | 0.50 | 0.69 | 0.70 | 0.55 | 0.57 | 0.67 | 0.68 | 0.61 |
TSM | 0.63 | 0.08 | -0.00 | 0.03 | 0.16 | 0.09 | 0.20 | 0.28 | 0.24 | 0.28 | 0.30 | 0.47 | 0.35 | 0.31 | 0.38 | 0.45 | 0.42 | 0.39 | 0.54 | 0.55 | 0.59 | 0.45 | 1.00 | 0.61 | 0.61 | 0.65 | 0.66 | 0.63 | 0.67 | 0.66 | 0.66 | 0.56 | 0.56 | 0.74 | 0.82 | 0.58 | 0.70 | 0.73 |
ARM | 0.66 | 0.17 | 0.06 | 0.05 | 0.17 | 0.10 | 0.27 | 0.30 | 0.32 | 0.33 | 0.33 | 0.48 | 0.35 | 0.41 | 0.42 | 0.41 | 0.46 | 0.46 | 0.50 | 0.51 | 0.61 | 0.49 | 0.61 | 1.00 | 0.62 | 0.57 | 0.62 | 0.61 | 0.60 | 0.60 | 0.60 | 0.57 | 0.56 | 0.65 | 0.71 | 0.61 | 0.70 | 0.73 |
QCOM | 0.72 | 0.14 | 0.16 | 0.17 | 0.21 | 0.21 | 0.32 | 0.22 | 0.28 | 0.33 | 0.37 | 0.41 | 0.34 | 0.40 | 0.32 | 0.36 | 0.39 | 0.36 | 0.58 | 0.58 | 0.57 | 0.51 | 0.61 | 0.62 | 1.00 | 0.58 | 0.77 | 0.72 | 0.52 | 0.52 | 0.53 | 0.54 | 0.54 | 0.65 | 0.75 | 0.66 | 0.69 | 0.69 |
AVGO | 0.69 | 0.10 | -0.03 | -0.02 | 0.18 | 0.15 | 0.19 | 0.24 | 0.21 | 0.30 | 0.32 | 0.49 | 0.43 | 0.39 | 0.44 | 0.47 | 0.46 | 0.46 | 0.52 | 0.52 | 0.60 | 0.55 | 0.65 | 0.57 | 0.58 | 1.00 | 0.68 | 0.66 | 0.63 | 0.63 | 0.63 | 0.59 | 0.60 | 0.77 | 0.77 | 0.61 | 0.74 | 0.73 |
KLAC | 0.70 | 0.16 | 0.11 | 0.11 | 0.24 | 0.19 | 0.35 | 0.24 | 0.29 | 0.31 | 0.33 | 0.50 | 0.37 | 0.36 | 0.36 | 0.39 | 0.44 | 0.40 | 0.61 | 0.61 | 0.60 | 0.49 | 0.66 | 0.62 | 0.77 | 0.68 | 1.00 | 0.90 | 0.56 | 0.56 | 0.57 | 0.53 | 0.52 | 0.71 | 0.83 | 0.67 | 0.72 | 0.73 |
AMAT | 0.72 | 0.14 | 0.11 | 0.11 | 0.22 | 0.20 | 0.32 | 0.25 | 0.30 | 0.31 | 0.35 | 0.49 | 0.39 | 0.36 | 0.39 | 0.38 | 0.42 | 0.41 | 0.56 | 0.56 | 0.66 | 0.52 | 0.63 | 0.61 | 0.72 | 0.66 | 0.90 | 1.00 | 0.60 | 0.60 | 0.60 | 0.56 | 0.55 | 0.72 | 0.82 | 0.67 | 0.72 | 0.74 |
NVDX | 0.67 | 0.07 | -0.03 | -0.02 | 0.20 | 0.06 | 0.19 | 0.27 | 0.30 | 0.25 | 0.26 | 0.50 | 0.45 | 0.37 | 0.41 | 0.46 | 0.44 | 0.48 | 0.52 | 0.52 | 0.62 | 0.50 | 0.67 | 0.60 | 0.52 | 0.63 | 0.56 | 0.60 | 1.00 | 0.99 | 0.99 | 0.64 | 0.65 | 0.92 | 0.81 | 0.61 | 0.77 | 0.81 |
NVDL | 0.68 | 0.08 | -0.03 | -0.02 | 0.19 | 0.05 | 0.19 | 0.27 | 0.30 | 0.27 | 0.27 | 0.49 | 0.46 | 0.37 | 0.42 | 0.46 | 0.45 | 0.48 | 0.51 | 0.52 | 0.62 | 0.50 | 0.66 | 0.60 | 0.52 | 0.63 | 0.56 | 0.60 | 0.99 | 1.00 | 0.99 | 0.66 | 0.67 | 0.92 | 0.81 | 0.62 | 0.78 | 0.82 |
NVDA | 0.68 | 0.08 | -0.04 | -0.02 | 0.20 | 0.06 | 0.19 | 0.27 | 0.31 | 0.26 | 0.27 | 0.50 | 0.45 | 0.38 | 0.42 | 0.47 | 0.44 | 0.48 | 0.51 | 0.52 | 0.61 | 0.50 | 0.66 | 0.60 | 0.53 | 0.63 | 0.57 | 0.60 | 0.99 | 0.99 | 1.00 | 0.66 | 0.67 | 0.92 | 0.81 | 0.61 | 0.78 | 0.82 |
MAGX | 0.81 | 0.11 | 0.08 | 0.09 | 0.26 | 0.18 | 0.24 | 0.25 | 0.37 | 0.53 | 0.39 | 0.43 | 0.52 | 0.67 | 0.45 | 0.59 | 0.53 | 0.53 | 0.52 | 0.52 | 0.51 | 0.69 | 0.56 | 0.57 | 0.54 | 0.59 | 0.53 | 0.56 | 0.64 | 0.66 | 0.66 | 1.00 | 0.97 | 0.68 | 0.68 | 0.75 | 0.79 | 0.77 |
MAGS | 0.82 | 0.12 | 0.07 | 0.09 | 0.26 | 0.18 | 0.24 | 0.24 | 0.37 | 0.50 | 0.37 | 0.43 | 0.54 | 0.68 | 0.46 | 0.60 | 0.55 | 0.54 | 0.52 | 0.52 | 0.52 | 0.70 | 0.56 | 0.56 | 0.54 | 0.60 | 0.52 | 0.55 | 0.65 | 0.67 | 0.67 | 0.97 | 1.00 | 0.69 | 0.68 | 0.75 | 0.79 | 0.78 |
USD | 0.76 | 0.09 | -0.03 | -0.02 | 0.24 | 0.10 | 0.24 | 0.26 | 0.29 | 0.30 | 0.31 | 0.54 | 0.45 | 0.40 | 0.43 | 0.46 | 0.49 | 0.49 | 0.59 | 0.59 | 0.70 | 0.55 | 0.74 | 0.65 | 0.65 | 0.77 | 0.71 | 0.72 | 0.92 | 0.92 | 0.92 | 0.68 | 0.69 | 1.00 | 0.92 | 0.68 | 0.86 | 0.89 |
SMH | 0.80 | 0.10 | 0.05 | 0.06 | 0.25 | 0.15 | 0.27 | 0.27 | 0.29 | 0.33 | 0.36 | 0.55 | 0.42 | 0.43 | 0.45 | 0.47 | 0.49 | 0.48 | 0.66 | 0.67 | 0.72 | 0.57 | 0.82 | 0.71 | 0.75 | 0.77 | 0.83 | 0.82 | 0.81 | 0.81 | 0.81 | 0.68 | 0.68 | 0.92 | 1.00 | 0.73 | 0.87 | 0.89 |
VOO | 1.00 | 0.22 | 0.34 | 0.35 | 0.30 | 0.43 | 0.31 | 0.39 | 0.41 | 0.53 | 0.58 | 0.44 | 0.53 | 0.55 | 0.54 | 0.51 | 0.56 | 0.56 | 0.56 | 0.56 | 0.56 | 0.67 | 0.58 | 0.61 | 0.66 | 0.61 | 0.67 | 0.67 | 0.61 | 0.62 | 0.61 | 0.75 | 0.75 | 0.68 | 0.73 | 1.00 | 0.86 | 0.80 |
VGT | 0.91 | 0.13 | 0.13 | 0.14 | 0.25 | 0.23 | 0.27 | 0.31 | 0.36 | 0.51 | 0.45 | 0.52 | 0.55 | 0.52 | 0.54 | 0.52 | 0.58 | 0.61 | 0.61 | 0.62 | 0.67 | 0.68 | 0.70 | 0.70 | 0.69 | 0.74 | 0.72 | 0.72 | 0.77 | 0.78 | 0.78 | 0.79 | 0.79 | 0.86 | 0.87 | 0.86 | 1.00 | 0.91 |
Portfolio | 0.87 | 0.12 | 0.10 | 0.10 | 0.39 | 0.20 | 0.31 | 0.33 | 0.36 | 0.40 | 0.40 | 0.60 | 0.54 | 0.52 | 0.51 | 0.53 | 0.59 | 0.55 | 0.64 | 0.65 | 0.71 | 0.61 | 0.73 | 0.73 | 0.69 | 0.73 | 0.73 | 0.74 | 0.81 | 0.82 | 0.82 | 0.77 | 0.78 | 0.89 | 0.89 | 0.80 | 0.91 | 1.00 |