Investments2
Step 2 BONDS 40% ETF 30% STOCKS 30%
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | Total Bond Market | 40% |
AMD Advanced Micro Devices, Inc. | Technology | 5% |
DKS DICK'S Sporting Goods, Inc. | Consumer Cyclical | 5% |
NUE Nucor Corporation | Basic Materials | 5% |
NVO Novo Nordisk A/S | Healthcare | 5% |
SIEMENS.NS Siemens Limited | Industrials | 5% |
TM Toyota Motor Corporation | Consumer Cyclical | 5% |
VONG Vanguard Russell 1000 Growth ETF | Large Cap Blend Equities | 30% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Investments2, 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.
The earliest data available for this chart is Sep 24, 2010, corresponding to the inception date of VONG
Returns By Period
As of Apr 20, 2025, the Investments2 returned -11.59% Year-To-Date and 11.27% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.71% | -9.92% | 6.35% | 13.40% | 9.65% |
| Investments2 | -19.53% | -12.22% | -25.99% | -18.78% | 12.70% | 11.56% |
| Portfolio components: | ||||||
NUE Nucor Corporation | -4.89% | -14.29% | -29.52% | -41.30% | 26.18% | 11.30% |
AMD Advanced Micro Devices, Inc. | -27.56% | -18.33% | -43.90% | -40.33% | 8.67% | 42.54% |
TM Toyota Motor Corporation | -9.37% | -8.22% | 2.83% | -21.77% | 10.03% | 5.01% |
NVO Novo Nordisk A/S | -31.39% | -25.10% | -50.02% | -51.72% | 14.00% | 9.39% |
DKS DICK'S Sporting Goods, Inc. | -18.45% | -2.47% | -14.22% | -2.88% | 50.15% | 15.12% |
SIEMENS.NS Siemens Limited | -56.92% | -45.43% | -64.52% | -50.88% | 16.14% | 5.30% |
AGG iShares Core U.S. Aggregate Bond ETF | 1.98% | -0.68% | 0.25% | 6.56% | -0.87% | 1.33% |
VONG Vanguard Russell 1000 Growth ETF | -14.79% | -7.20% | -10.55% | 8.62% | 15.69% | 13.73% |
Monthly Returns
The table below presents the monthly returns of Investments2, 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 | 0.09% | -5.15% | -5.95% | -9.88% | -19.53% | ||||||||
| 2024 | 6.57% | 9.24% | 2.16% | -6.40% | 5.91% | 2.06% | -4.43% | 2.12% | 0.91% | -4.92% | 2.24% | -5.16% | 9.25% |
| 2023 | 9.53% | 0.15% | 9.48% | -1.06% | 6.21% | 3.94% | 2.44% | -1.61% | -4.10% | -1.83% | 12.72% | 8.31% | 51.94% |
| 2022 | -10.28% | 0.78% | -0.78% | -10.50% | 1.30% | -11.13% | 13.47% | -4.72% | -12.04% | 4.11% | 9.70% | -6.43% | -26.54% |
| 2021 | -2.12% | 0.98% | 0.34% | 4.66% | 1.94% | 6.49% | 5.62% | 5.54% | -5.78% | 9.14% | 7.60% | -1.14% | 37.38% |
| 2020 | 1.06% | -5.01% | -6.14% | 10.64% | 4.11% | 1.75% | 12.54% | 9.43% | -3.75% | -3.74% | 10.92% | 2.48% | 36.98% |
| 2019 | 8.49% | 1.35% | 3.22% | 2.83% | -3.43% | 6.03% | 0.49% | 0.71% | 0.74% | 4.32% | 4.20% | 4.43% | 38.31% |
| 2018 | 6.07% | -3.50% | -2.73% | -0.03% | 3.65% | 0.42% | 3.91% | 5.31% | 2.23% | -10.89% | 3.25% | -5.54% | 0.73% |
| 2017 | 0.63% | 4.39% | 0.41% | 1.66% | -0.41% | 0.33% | 2.40% | -0.42% | 0.43% | 1.47% | 1.72% | 1.20% | 14.61% |
| 2016 | -3.43% | -1.22% | 6.24% | 0.54% | 1.26% | 0.93% | 5.39% | -0.83% | -1.22% | -2.29% | 2.05% | 1.63% | 8.94% |
| 2015 | 0.99% | 5.50% | 1.47% | -0.25% | 0.21% | -1.95% | 2.25% | -5.01% | -1.18% | 3.55% | -0.55% | -0.52% | 4.20% |
| 2014 | -2.62% | 4.38% | 0.81% | -0.60% | 1.15% | 2.49% | -1.71% | 2.12% | -0.57% | 1.00% | 2.23% | -1.43% | 7.25% |
Expense Ratio
Investments2 has an expense ratio of 0.04%, 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Investments2 is 2, meaning it’s performing worse than 98% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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 | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
NUE Nucor Corporation | -0.89 | -1.28 | 0.84 | -0.71 | -1.67 |
AMD Advanced Micro Devices, Inc. | -0.77 | -1.04 | 0.87 | -0.64 | -1.44 |
TM Toyota Motor Corporation | -0.76 | -1.01 | 0.88 | -0.62 | -1.08 |
NVO Novo Nordisk A/S | -1.27 | -1.96 | 0.74 | -0.88 | -1.77 |
DKS DICK'S Sporting Goods, Inc. | -0.11 | 0.15 | 1.02 | -0.16 | -0.42 |
SIEMENS.NS Siemens Limited | -0.83 | -0.86 | 0.82 | -0.78 | -2.17 |
AGG iShares Core U.S. Aggregate Bond ETF | 1.12 | 1.65 | 1.20 | 0.48 | 2.73 |
VONG Vanguard Russell 1000 Growth ETF | 0.23 | 0.49 | 1.07 | 0.24 | 0.88 |
Dividends
Dividend yield
Investments2 provided a 2.16% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.16% | 2.09% | 1.85% | 1.63% | 1.47% | 1.60% | 1.92% | 2.16% | 1.80% | 2.08% | 1.92% | 1.84% |
| Portfolio components: | ||||||||||||
NUE Nucor Corporation | 1.97% | 1.86% | 1.19% | 1.52% | 1.50% | 3.03% | 2.85% | 2.97% | 2.38% | 2.53% | 3.70% | 3.02% |
AMD Advanced Micro Devices, 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% |
TM Toyota Motor Corporation | 1.47% | 2.81% | 2.45% | 2.90% | 2.45% | 2.74% | 2.86% | 3.40% | 2.96% | 3.23% | 2.96% | 2.57% |
NVO Novo Nordisk A/S | 2.78% | 1.68% | 0.99% | 1.18% | 1.34% | 1.86% | 2.12% | 2.46% | 2.13% | 3.94% | 1.31% | 1.96% |
DKS DICK'S Sporting Goods, Inc. | 2.43% | 1.92% | 2.72% | 1.62% | 6.18% | 2.23% | 2.22% | 2.88% | 2.37% | 1.14% | 1.56% | 1.01% |
SIEMENS.NS Siemens Limited | 0.43% | 0.15% | 0.25% | 0.28% | 0.30% | 0.44% | 0.47% | 0.67% | 0.48% | 2.83% | 0.50% | 0.55% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.79% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
VONG Vanguard Russell 1000 Growth ETF | 0.63% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Investments2. 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 Investments2 was 34.82%, occurring on Oct 14, 2022. Recovery took 294 trading sessions.
The current Investments2 drawdown is 15.20%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.82% | Nov 22, 2021 | 234 | Oct 14, 2022 | 294 | Dec 1, 2023 | 528 |
| -33.97% | Jul 11, 2024 | 195 | Apr 8, 2025 | — | — | — |
| -25.34% | Feb 20, 2020 | 23 | Mar 23, 2020 | 76 | Jul 9, 2020 | 99 |
| -18.22% | Sep 28, 2018 | 62 | Dec 24, 2018 | 71 | Apr 3, 2019 | 133 |
| -12.7% | Apr 13, 2015 | 218 | Feb 11, 2016 | 105 | Jul 8, 2016 | 323 |
Volatility
Volatility Chart
The current Investments2 volatility is 16.14%, 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.
Diversification
Asset Correlations Table
| AGG | SIEMENS.NS | NVO | DKS | AMD | NUE | TM | VONG | |
|---|---|---|---|---|---|---|---|---|
| AGG | 1.00 | -0.00 | 0.03 | -0.02 | -0.02 | -0.09 | -0.06 | -0.00 |
| SIEMENS.NS | -0.00 | 1.00 | 0.11 | 0.08 | 0.10 | 0.11 | 0.09 | 0.14 |
| NVO | 0.03 | 0.11 | 1.00 | 0.14 | 0.20 | 0.17 | 0.27 | 0.38 |
| DKS | -0.02 | 0.08 | 0.14 | 1.00 | 0.24 | 0.34 | 0.27 | 0.42 |
| AMD | -0.02 | 0.10 | 0.20 | 0.24 | 1.00 | 0.29 | 0.30 | 0.55 |
| NUE | -0.09 | 0.11 | 0.17 | 0.34 | 0.29 | 1.00 | 0.35 | 0.46 |
| TM | -0.06 | 0.09 | 0.27 | 0.27 | 0.30 | 0.35 | 1.00 | 0.49 |
| VONG | -0.00 | 0.14 | 0.38 | 0.42 | 0.55 | 0.46 | 0.49 | 1.00 |