How a mix of stocks, funds and bonds actually behaved: how much it swung, how far it fell, which holding carried the risk and what the same holdings could have done with different weights.
Ticker and dollar amount. Any S&P 500 company, the companies researched here and about fifty common ETFs, including bond and gold funds.
Dividends included.
Distance below the last high.
Each holding’s share of the money against its share of the portfolio’s volatility.
Correlation of weekly returns: copper moves together, green moves opposite.
The same holdings, every long-only mix: grey circles are single holdings, the copper line the best return for each level of risk.
The mix’s six biggest weekly losses in the period, with the S&P 500 alongside.
Weekly total returns from Yahoo Finance adjusted closes, refreshed once a week. The portfolio is rebalanced to your weights every week. Volatility and ratios are annualised from weekly figures; value at risk is historical, from the worst 5% of weeks. Past behaviour is not a forecast, and nothing here is a recommendation. Not investment advice.