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a portfolio for my mom
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

a portfolio for my mom

Last updated Apr 20, 2025

growth oriented while also low volatility and some dividend kings

Asset Allocation

BTC-USD 10%BRK-B 25%VOO 15%NVDA 10%SCHD 10%AVGO 5%TSM 5%NFLX 5%RHM.DE 5%MSFT 5%AMZN 3%GOOG 1%META 1%CryptocurrencyCryptocurrencyEquityEquity
PositionCategory/SectorTarget Weight
AMZN
Amazon.com, Inc.		Consumer Cyclical
3%
AVGO
Broadcom Inc.		Technology
5%
BRK-B
Berkshire Hathaway Inc.		Financial Services
25%
BTC-USD
Bitcoin
10%
GOOG
Alphabet Inc.		Communication Services
1%
META
Meta Platforms, Inc.		Communication Services
1%
MSFT
Microsoft Corporation		Technology
5%
NFLX
Netflix, Inc.		Communication Services
5%
NVDA
NVIDIA Corporation		Technology
10%
RHM.DE
Rheinmetall AG		Industrials
5%
SCHD
Schwab US Dividend Equity ETF		Large Cap Growth Equities, Dividend
10%
TSM
Taiwan Semiconductor Manufacturing Company Limited		Technology
5%
VOO
Vanguard S&P 500 ETF		Large Cap Growth Equities
15%

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in a portfolio for my mom , comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.

0.00%500.00%1,000.00%1,500.00%2,000.00%2,500.00%NovemberDecember2025FebruaryMarchApril
2,430.58%
179.69%
a portfolio for my mom
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG

Returns By Period

As of Apr 20, 2025, the a portfolio for my mom returned 1.27% Year-To-Date and 36.58% of annualized return in the last 10 years.

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		-10.18%-6.71%-9.92%6.35%13.40%9.65%
a portfolio for my mom 1.27%-4.66%7.73%33.86%39.87%36.58%
Portfolio components:
NVDA
NVIDIA Corporation		-24.42%-14.38%-26.44%33.22%70.04%68.91%
BTC-USD
Bitcoin		-9.61%0.34%23.53%32.28%65.16%80.21%
BRK-B
Berkshire Hathaway Inc.		14.32%-1.99%11.49%27.93%22.40%13.83%
AVGO
Broadcom Inc.		-26.02%-10.26%-4.40%43.67%49.74%32.99%
TSM
Taiwan Semiconductor Manufacturing Company Limited		-22.87%-14.50%-23.89%20.49%25.90%23.53%
NFLX
Netflix, Inc.		9.17%2.33%27.38%75.31%17.35%28.44%
AMZN
Amazon.com, Inc.		-21.32%-11.46%-8.67%-1.16%7.60%24.38%
VOO
Vanguard S&P 500 ETF		-9.88%-6.64%-9.35%7.75%15.08%11.58%
SCHD
Schwab US Dividend Equity ETF		-6.12%-8.23%-10.14%3.31%13.17%10.20%
RHM.DE
Rheinmetall AG		160.11%14.75%213.68%213.23%97.87%45.37%
MSFT
Microsoft Corporation		-12.57%-4.93%-11.70%-7.15%17.04%25.79%
GOOG
Alphabet Inc.		-19.38%-7.08%-6.87%-1.05%19.47%19.08%
META
Meta Platforms, Inc.		-14.28%-14.42%-12.86%4.62%23.11%19.54%
*Annualized

Monthly Returns

The table below presents the monthly returns of a portfolio for my mom , with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.48%1.06%-0.50%-2.67%1.27%
20247.17%14.03%7.21%-5.53%8.03%3.35%1.78%3.32%0.59%1.57%9.82%-0.79%61.76%
202313.21%0.73%9.68%1.72%5.50%7.46%2.84%-0.66%-5.02%2.37%8.94%5.17%64.14%
2022-5.48%2.36%8.94%-13.51%-1.82%-12.45%10.67%-7.51%-7.90%7.23%8.96%-5.21%-18.19%
20211.47%7.19%7.03%4.87%-0.70%2.46%2.03%5.61%-4.52%11.52%0.73%0.51%44.30%
20202.78%-5.01%-10.91%11.87%5.72%2.57%10.79%9.10%-2.79%-1.04%15.36%11.09%57.24%
20195.56%3.16%3.92%8.31%-1.85%14.19%-1.14%-1.62%1.01%4.99%1.59%3.27%48.66%
20187.53%-2.03%-4.58%1.83%0.65%-2.59%5.50%3.22%0.80%-9.70%-2.75%-7.06%-10.09%
20173.75%3.97%0.50%3.41%14.62%1.78%6.35%8.47%0.45%10.72%9.75%6.77%96.63%
2016-5.50%3.11%7.07%-0.27%6.01%3.25%4.43%2.45%1.33%2.84%6.12%6.86%43.96%
2015-4.16%8.58%-3.49%3.13%2.24%-2.21%4.71%-3.97%-0.30%10.51%5.06%2.20%23.18%
2014-0.31%7.20%1.09%-3.23%4.50%-2.44%-0.74%4.82%-1.90%8.78%

Expense Ratio

a portfolio for my mom has an expense ratio of 0.01%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

SCHD
Schwab US Dividend Equity ETF
Expense ratio chart for SCHD: current value is 0.06%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SCHD: 0.06%
VOO
Vanguard S&P 500 ETF
Expense ratio chart for VOO: current value is 0.03%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VOO: 0.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 89, a portfolio for my mom is among the top 11% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of a portfolio for my mom is 8989
Overall Rank
The Sharpe Ratio Rank of a portfolio for my mom is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of a portfolio for my mom is 9191
Sortino Ratio Rank
The Omega Ratio Rank of a portfolio for my mom is 9090
Omega Ratio Rank
The Calmar Ratio Rank of a portfolio for my mom is 7777
Calmar Ratio Rank
The Martin Ratio Rank of a portfolio for my mom is 9696
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Sharpe ratio
The chart of Sharpe ratio for Portfolio, currently valued at 1.38, compared to the broader market-4.00-2.000.002.00
Portfolio: 1.38
^GSPC: 0.24
The chart of Sortino ratio for Portfolio, currently valued at 2.04, compared to the broader market-6.00-4.00-2.000.002.004.00
Portfolio: 2.04
^GSPC: 0.47
The chart of Omega ratio for Portfolio, currently valued at 1.26, compared to the broader market0.400.600.801.001.201.401.60
Portfolio: 1.26
^GSPC: 1.07
The chart of Calmar ratio for Portfolio, currently valued at 0.84, compared to the broader market0.001.002.003.004.005.006.00
Portfolio: 0.84
^GSPC: 0.24
The chart of Martin ratio for Portfolio, currently valued at 11.21, compared to the broader market0.005.0010.0015.0020.00
Portfolio: 11.21
^GSPC: 1.08
Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
NVDA
NVIDIA Corporation		-0.070.311.040.44-0.32
BTC-USD
Bitcoin		1.201.851.190.905.47
BRK-B
Berkshire Hathaway Inc.		1.502.131.311.117.82
AVGO
Broadcom Inc.		0.371.041.140.181.72
TSM
Taiwan Semiconductor Manufacturing Company Limited		-0.25-0.040.990.27-0.92
NFLX
Netflix, Inc.		2.433.151.432.1113.61
AMZN
Amazon.com, Inc.		0.140.451.060.030.49
VOO
Vanguard S&P 500 ETF		-0.020.121.020.32-0.07
SCHD
Schwab US Dividend Equity ETF		-0.19-0.150.980.27-0.69
RHM.DE
Rheinmetall AG		7.096.681.9313.4644.61
MSFT
Microsoft Corporation		-0.49-0.560.93-0.45-1.50
GOOG
Alphabet Inc.		-0.31-0.240.97-0.04-0.92
META
Meta Platforms, Inc.		-0.110.091.010.02-0.41

The current a portfolio for my mom Sharpe ratio is 1.38. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 0.21 to 0.77, this portfolio's current Sharpe ratio is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.

Use the chart below to compare the Sharpe ratio of a portfolio for my mom with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
1.38
0.24
a portfolio for my mom
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

a portfolio for my mom provided a 0.85% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio0.85%0.75%0.86%1.02%0.81%1.12%1.12%1.19%0.93%1.04%1.06%1.04%
Portfolio components:
NVDA
NVIDIA Corporation		0.03%0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%
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%
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%
AVGO
Broadcom Inc.		1.31%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%1.22%
TSM
Taiwan Semiconductor Manufacturing Company Limited		1.63%1.18%1.78%2.48%1.56%1.58%3.49%3.55%2.32%2.61%2.54%1.79%
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%
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%
VOO
Vanguard S&P 500 ETF		1.44%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%
SCHD
Schwab US Dividend Equity ETF		4.09%3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%
RHM.DE
Rheinmetall AG		0.39%0.93%1.50%1.77%2.41%5.54%2.05%2.20%1.37%1.72%0.49%1.10%
MSFT
Microsoft Corporation		0.86%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.		0.52%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.		0.40%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-5.74%
-14.02%
a portfolio for my mom
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the a portfolio for my mom . A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the a portfolio for my mom was 32.74%, occurring on Oct 12, 2022. Recovery took 225 trading sessions.

The current a portfolio for my mom drawdown is 5.74%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.74%Mar 30, 2022197Oct 12, 2022225May 25, 2023422
-30.74%Feb 20, 202028Mar 18, 2020114Jul 10, 2020142
-23.98%Dec 17, 2017374Dec 25, 2018129May 3, 2019503
-13.08%Dec 17, 201557Feb 11, 201635Mar 17, 201692
-12.59%Nov 9, 2021107Feb 23, 202229Mar 24, 2022136

Volatility

Volatility Chart

The current a portfolio for my mom volatility is 12.36%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
12.36%
13.60%
a portfolio for my mom
Benchmark (^GSPC)
Portfolio components

Diversification

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
BTC-USDRHM.DEBRK-BNFLXTSMMETASCHDNVDAAVGOAMZNGOOGMSFTVOO
BTC-USD1.000.040.080.100.100.100.100.120.110.120.110.100.14
RHM.DE0.041.000.220.120.210.140.260.160.190.130.160.160.25
BRK-B0.080.221.000.230.310.280.680.270.330.300.370.380.63
NFLX0.100.120.231.000.340.470.270.430.380.490.430.440.46
TSM0.100.210.310.341.000.380.420.550.550.400.420.450.54
META0.100.140.280.470.381.000.330.460.430.560.590.520.55
SCHD0.100.260.680.270.420.331.000.380.460.360.430.480.78
NVDA0.120.160.270.430.550.460.381.000.560.490.460.530.56
AVGO0.110.190.330.380.550.430.460.561.000.430.430.500.60
AMZN0.120.130.300.490.400.560.360.490.431.000.620.590.59
GOOG0.110.160.370.430.420.590.430.460.430.621.000.620.64
MSFT0.100.160.380.440.450.520.480.530.500.590.621.000.68
VOO0.140.250.630.460.540.550.780.560.600.590.640.681.00
The correlation results are calculated based on daily price changes starting from Apr 4, 2014
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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