portfolio-lab.oriz.in Rf = 6.8% · G-Sec 10Y as of 2026-08-03

Assets › concentrated

VanEck Semiconductor (SMH)

Clears the 12% forward-return floor — eligible for optimizer by default.

Fwd expected return 15.0%
Annualised volatility 32.0%
Sleeve concentrated

Risk notes

CONCENTRATED (~25-30 chips, top-heavy NVDA/TSMC). Highest-conviction AI/HPC bet. Highest forward-return potential AND highest drawdown — cyclical semis can fall 40-50%+ in a downturn. NOT value (high P/E) — user opted into concentration. Foreign-asset tax.

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