a portfolio for my mom

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

a portfolio for my mom

Currency in USD · Last updated May 19, 2025

growth oriented while also low volatility and some dividend kings

Asset Allocation

Position	Category/Sector	Target 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%

Benchmark

Rebalance

Performance

Performance Chart

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

Returns By Period

As of May 19, 2025, the a portfolio for my mom returned 16.36% Year-To-Date and 38.11% of annualized return in the last 10 years.

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	1.30%	12.79%	1.49%	12.35%	15.37%	10.87%
a portfolio for my mom	16.36%	14.89%	18.80%	42.70%	41.82%	38.11%
Portfolio components:
NVDA NVIDIA Corporation	0.84%	33.41%	-4.62%	46.46%	72.91%	74.92%
BTC-USD Bitcoin	10.45%	22.19%	14.85%	54.15%	60.41%	83.77%
BRK-B Berkshire Hathaway Inc.	13.46%	-0.75%	9.36%	23.35%	24.44%	13.48%
AVGO Broadcom Inc.	-1.09%	33.70%	39.48%	65.85%	57.08%	36.73%
TSM Taiwan Semiconductor Manufacturing Company Limited	-1.28%	28.00%	5.15%	29.82%	33.18%	26.41%
NFLX Netflix, Inc.	33.68%	22.46%	44.61%	91.84%	21.46%	29.63%
AMZN Amazon.com, Inc.	-6.29%	19.11%	1.47%	11.31%	10.92%	25.29%
VOO Vanguard S&P 500 ETF	1.73%	12.89%	2.12%	13.74%	17.05%	12.79%
SCHD Schwab US Dividend Equity ETF	-1.76%	4.64%	-5.38%	3.48%	13.50%	10.61%
RHM.DE Rheinmetall AG	202.21%	16.09%	218.47%	247.31%	95.09%	45.63%
MSFT Microsoft Corporation	8.19%	23.74%	10.10%	8.93%	20.97%	27.16%
GOOG Alphabet Inc	-11.98%	9.17%	-3.50%	-5.11%	19.64%	20.03%
META Meta Platforms, Inc.	9.46%	27.69%	15.76%	36.19%	24.31%	23.11%

*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.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2025	3.48%	1.07%	-0.50%	3.52%	8.02%								16.36%
2024	7.16%	14.04%	7.22%	-5.53%	8.03%	3.34%	1.77%	3.32%	0.60%	1.57%	9.83%	-0.79%	61.76%
2023	13.21%	0.73%	9.68%	1.72%	5.50%	7.46%	2.84%	-0.66%	-5.02%	2.37%	8.94%	5.17%	64.15%
2022	-5.48%	2.36%	8.95%	-13.51%	-1.83%	-12.45%	10.68%	-7.52%	-7.90%	7.23%	8.97%	-5.22%	-18.19%
2021	1.47%	7.19%	7.03%	4.87%	-0.71%	2.48%	2.03%	5.61%	-4.52%	11.53%	0.73%	0.51%	44.30%
2020	2.76%	-5.00%	-10.91%	11.84%	5.74%	2.58%	10.83%	9.05%	-2.77%	-1.05%	15.37%	11.08%	57.22%
2019	5.58%	3.14%	3.92%	8.29%	-1.85%	14.21%	-1.11%	-1.62%	0.99%	4.97%	1.59%	3.27%	48.65%
2018	7.55%	-2.01%	-4.58%	1.84%	0.62%	-2.62%	5.57%	3.23%	0.78%	-9.70%	-2.73%	-7.10%	-10.07%
2017	3.67%	4.03%	0.51%	3.37%	14.61%	1.83%	6.30%	8.50%	0.45%	10.71%	9.75%	6.77%	96.55%
2016	-5.45%	3.08%	7.02%	-0.29%	6.05%	3.25%	4.37%	2.49%	1.32%	2.85%	6.15%	6.85%	43.99%
2015	-4.13%	8.56%	-3.45%	3.03%	2.28%	-2.17%	4.64%	-3.93%	-0.27%	10.46%	5.07%	2.19%	23.20%
2014				-0.35%	7.21%	1.08%	-3.22%	4.51%	-2.44%	-0.73%	4.79%	-1.90%	8.75%

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

VOO

Vanguard S&P 500 ETF

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 96, a portfolio for my mom is among the top 4% 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.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

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.

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
NVDA NVIDIA Corporation	0.78	1.42	1.19	0.51	3.16
BTC-USD Bitcoin	1.07	3.50	1.37	3.08	13.82
BRK-B Berkshire Hathaway Inc.	1.18	1.27	1.18	0.52	5.21
AVGO Broadcom Inc.	1.05	2.50	1.34	1.40	7.18
TSM Taiwan Semiconductor Manufacturing Company Limited	0.64	1.36	1.17	0.37	2.57
NFLX Netflix, Inc.	2.82	4.27	1.59	3.71	20.91
AMZN Amazon.com, Inc.	0.33	1.39	1.17	0.31	2.42
VOO Vanguard S&P 500 ETF	0.71	1.22	1.18	0.22	2.92
SCHD Schwab US Dividend Equity ETF	0.21	0.12	1.02	0.25	-0.00
RHM.DE Rheinmetall AG	5.21	7.54	2.07	20.77	88.82
MSFT Microsoft Corporation	0.35	1.26	1.17	0.24	2.25
GOOG Alphabet Inc	-0.17	0.86	1.11	0.13	1.19
META Meta Platforms, Inc.	0.98	1.74	1.23	0.47	3.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

a portfolio for my mom Sharpe ratios as of May 19, 2025 (values are recalculated daily):

1-Year: 2.02
5-Year: 1.99
10-Year: 1.77
All Time: 1.69

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.56 to 1.05, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of a portfolio for my mom compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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Dividends

Dividend yield

a portfolio for my mom provided a 0.77% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	0.77%	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%	0.03%	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.	0.98%	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	1.27%	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	1.28%	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	3.91%	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	0.47%	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	0.71%	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	0.48%	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%

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.

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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 0.03%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-32.74%	Mar 30, 2022	197	Oct 12, 2022	225	May 25, 2023	422
-30.73%	Feb 20, 2020	26	Mar 16, 2020	116	Jul 10, 2020	142
-23.95%	Dec 17, 2017	374	Dec 25, 2018	129	May 3, 2019	503
-13.11%	Dec 17, 2015	57	Feb 11, 2016	35	Mar 17, 2016	92
-12.59%	Nov 9, 2021	107	Feb 23, 2022	29	Mar 24, 2022	136

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 13 assets, with an effective number of assets of 7.78, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	^GSPC	BTC-USD	RHM.DE	NFLX	BRK-B	TSM	META	AVGO	AMZN	NVDA	SCHD	GOOG	MSFT	VOO	Portfolio
^GSPC	1.00	0.17	0.28	0.51	0.69	0.59	0.61	0.66	0.64	0.63	0.83	0.70	0.75	1.00	0.84
BTC-USD	0.17	1.00	0.04	0.10	0.07	0.10	0.10	0.11	0.12	0.12	0.10	0.11	0.10	0.14	0.54
RHM.DE	0.28	0.04	1.00	0.12	0.22	0.20	0.15	0.19	0.12	0.16	0.25	0.16	0.16	0.25	0.30
NFLX	0.51	0.10	0.12	1.00	0.23	0.34	0.47	0.37	0.49	0.43	0.27	0.43	0.44	0.46	0.48
BRK-B	0.69	0.07	0.22	0.23	1.00	0.31	0.28	0.33	0.30	0.27	0.68	0.37	0.37	0.63	0.54
TSM	0.59	0.10	0.20	0.34	0.31	1.00	0.38	0.55	0.41	0.55	0.42	0.42	0.46	0.54	0.57
META	0.61	0.10	0.15	0.47	0.28	0.38	1.00	0.44	0.56	0.46	0.33	0.59	0.52	0.55	0.49
AVGO	0.66	0.11	0.19	0.37	0.33	0.55	0.44	1.00	0.44	0.56	0.46	0.43	0.50	0.60	0.60
AMZN	0.64	0.12	0.12	0.49	0.30	0.41	0.56	0.44	1.00	0.49	0.36	0.62	0.59	0.59	0.54
NVDA	0.63	0.12	0.16	0.43	0.27	0.55	0.46	0.56	0.49	1.00	0.37	0.46	0.53	0.56	0.65
SCHD	0.83	0.10	0.25	0.27	0.68	0.42	0.33	0.46	0.36	0.37	1.00	0.43	0.48	0.78	0.59
GOOG	0.70	0.11	0.16	0.43	0.37	0.42	0.59	0.43	0.62	0.46	0.43	1.00	0.62	0.64	0.55
MSFT	0.75	0.10	0.16	0.44	0.37	0.46	0.52	0.50	0.59	0.53	0.48	0.62	1.00	0.68	0.60
VOO	1.00	0.14	0.25	0.46	0.63	0.54	0.55	0.60	0.59	0.56	0.78	0.64	0.68	1.00	0.75
Portfolio	0.84	0.54	0.30	0.48	0.54	0.57	0.49	0.60	0.54	0.65	0.59	0.55	0.60	0.75	1.00

The correlation results are calculated based on daily price changes starting from Apr 4, 2014

Performance Analysis

Risk Analysis

Optimization

Factor Model

a portfolio for my mom

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

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