Model Portfolio (50/50 VGT/VOO)
-50% VGT -50% VOO (Compare over time to just VOO - look at CAGR Return)
Asset Allocation
Position | Category/Sector | Weight |
---|---|---|
VGT Vanguard Information Technology ETF | Technology Equities | 50% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 50% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Model Portfolio (50/50 VGT/VOO), 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 Quarterly
The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of Sep 4, 2024, the Model Portfolio (50/50 VGT/VOO) returned 15.47% Year-To-Date and 16.31% of annualized return in the last 10 years.
Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | 15.91% | 3.41% | 8.87% | 22.44% | 13.23% | 10.69% |
Model Portfolio (50/50 VGT/VOO) | 15.47% | 3.18% | 8.29% | 24.14% | 18.32% | 16.31% |
Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | 16.99% | 3.60% | 9.62% | 24.20% | 15.06% | 12.72% |
VGT Vanguard Information Technology ETF | 13.79% | 2.74% | 6.80% | 23.76% | 21.31% | 19.77% |
Monthly Returns
The table below presents the monthly returns of Model Portfolio (50/50 VGT/VOO), 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.83% | 5.02% | 2.39% | -4.83% | 6.53% | 5.79% | -0.17% | 1.73% | 15.47% | ||||
2023 | 7.99% | -0.98% | 6.79% | 0.65% | 4.44% | 6.36% | 3.08% | -1.91% | -5.63% | -1.94% | 11.25% | 4.76% | 39.23% |
2022 | -6.54% | -3.65% | 3.54% | -10.31% | -0.69% | -8.83% | 11.28% | -4.90% | -10.50% | 7.77% | 5.44% | -6.84% | -24.08% |
2021 | -0.86% | 2.12% | 2.69% | 5.22% | -0.29% | 4.76% | 2.91% | 3.23% | -5.21% | 7.62% | 1.21% | 3.52% | 29.74% |
2020 | 1.89% | -7.69% | -11.05% | 13.49% | 6.31% | 4.48% | 5.91% | 9.06% | -4.32% | -3.43% | 11.73% | 4.73% | 31.70% |
2019 | 7.95% | 5.29% | 3.01% | 5.20% | -7.63% | 7.88% | 2.50% | -1.92% | 1.65% | 2.97% | 4.62% | 3.48% | 39.83% |
2018 | 6.57% | -1.80% | -2.94% | 0.16% | 4.74% | 0.06% | 3.09% | 6.06% | 0.38% | -7.66% | 0.22% | -8.60% | -1.01% |
2017 | 3.04% | 4.41% | 1.21% | 1.69% | 2.92% | -0.99% | 3.10% | 1.71% | 1.40% | 4.86% | 2.05% | 0.68% | 29.26% |
2016 | -5.39% | -0.59% | 7.89% | -2.16% | 3.50% | -0.99% | 5.63% | 1.25% | 1.28% | -1.17% | 2.12% | 1.69% | 13.10% |
2015 | -3.19% | 6.95% | -2.02% | 1.15% | 1.87% | -2.95% | 2.22% | -5.97% | -1.90% | 9.46% | 0.81% | -2.25% | 3.18% |
2014 | -2.94% | 4.71% | 0.35% | -0.08% | 2.86% | 2.61% | -0.43% | 4.12% | -1.36% | 2.16% | 3.87% | -0.81% | 15.78% |
2013 | 3.69% | 0.93% | 3.15% | 1.31% | 3.28% | -2.34% | 5.38% | -1.76% | 3.65% | 4.06% | 3.28% | 3.56% | 31.74% |
Expense Ratio
Model Portfolio (50/50 VGT/VOO) has an expense ratio of 0.06%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Model Portfolio (50/50 VGT/VOO) is 34, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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 | |
---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 1.95 | 2.66 | 1.35 | 2.11 | 9.29 |
VGT Vanguard Information Technology ETF | 1.18 | 1.63 | 1.21 | 1.59 | 5.40 |
Dividends
Dividend yield
Model Portfolio (50/50 VGT/VOO) granted a 0.99% dividend yield in the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Model Portfolio (50/50 VGT/VOO) | 0.99% | 1.05% | 1.30% | 0.94% | 1.18% | 1.50% | 1.68% | 1.38% | 1.66% | 1.69% | 1.49% | 1.45% |
Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.30% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
VGT Vanguard Information Technology ETF | 0.67% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
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 Model Portfolio (50/50 VGT/VOO). 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 Model Portfolio (50/50 VGT/VOO) was 32.89%, occurring on Mar 23, 2020. Recovery took 74 trading sessions.
The current Model Portfolio (50/50 VGT/VOO) drawdown is 5.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-32.89% | Feb 20, 2020 | 23 | Mar 23, 2020 | 74 | Jul 8, 2020 | 97 |
-29.89% | Dec 28, 2021 | 200 | Oct 12, 2022 | 286 | Dec 1, 2023 | 486 |
-21.54% | Oct 4, 2018 | 56 | Dec 24, 2018 | 68 | Apr 3, 2019 | 124 |
-17.87% | May 2, 2011 | 78 | Aug 19, 2011 | 113 | Feb 1, 2012 | 191 |
-14.39% | Dec 2, 2015 | 49 | Feb 11, 2016 | 80 | Jun 7, 2016 | 129 |
Volatility
Volatility Chart
The current Model Portfolio (50/50 VGT/VOO) volatility is 7.19%, 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
VGT | VOO | |
---|---|---|
VGT | 1.00 | 0.89 |
VOO | 0.89 | 1.00 |