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Arithmos Rare Earth Independence Index, Ex-China Mining, Separation, Recycling & Magnetics (Risk-Tilted)
By SezenMade 20 Oct 202612 companies
Key numbers
For the time range selected above.
- vs the S&P 500
- Average per year
- Biggest drop
- Ups and downs
About this portfolio
Arithmos Rare Earth Independence Index (Rare earth mining, separation, refining, recycling and magnet production outside China.)
- How much of each
- Hand-picked amounts
- Most in one company
- 16%
- Refreshed
- Every 6 months, next 20 Apr 2027
What’s inside
12 companies across 2 industries. The biggest is Lynas Rare Earths Ltd at 16%. No company can be more than 16%.
Percentages are target weights at the last rebalance.
Weighting: fixedLimit per company: 16%Rebalance: semiannual
Company pages
Each company’s price history, and the other portfolios that hold it.
More detail
Everything else we know about this portfolio. Open any section to dig in.Pro view: every section is open. Switch to Simple at the top of the page to tidy them away.
Risk-adjusted returns for each company, what drove the results, and how the AI built this portfolio are in Pro view.
The Sharpe ratio for each company, a suggested re-weighting and what drove the returns come with the Pro plan.
See ProAbout Arithmos Rare Earth Independence Index, Ex-China Mining, Separation, Recycling & Magnetics (Risk-Tilted)
What stocks are in Arithmos Rare Earth Independence Index, Ex-China Mining, Separation, Recycling & Magnetics (Risk-Tilted)?
It holds 12 companies. The largest are Lynas Rare Earths Ltd (LYC.AX), MP Materials Corp (MP), Neo Performance Materials Inc (NEO.TO), Sigma Lithium Corp (SGML) and Genesis Minerals Ltd (GMD.AX), followed by IDR, ILU.AX, DRO.AX, USAR and CRML. Most of the money is in basic materials and industrials.
How has Arithmos Rare Earth Independence Index, Ex-China Mining, Separation, Recycling & Magnetics (Risk-Tilted) performed?
−1.8% since it was made, −32.8% over the past year against +14.4% for the S&P 500, +45.2% over five years in the backtest. Results before the creation date are simulated from real past prices and leave out fees and taxes. Past performance is not a guide to the future.
How is Arithmos Rare Earth Independence Index, Ex-China Mining, Separation, Recycling & Magnetics (Risk-Tilted) weighted?
Each company's share was set individually from the data. No company can be more than 16% of the portfolio. The biggest holding is Lynas Rare Earths Ltd (LYC.AX) at 16.0%.
Can I invest in Arithmos Rare Earth Independence Index, Ex-China Mining, Separation, Recycling & Magnetics (Risk-Tilted)?
It is not a fund you can buy. It is a list of shares you can buy yourself at your broker, and Arithmos shows you how for more than 40 brokers, or creates it as a Trading 212 pie. Arithmos is a research tool, not investment advice.
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Discussion
Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.
