Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in *Praveen-2 (+SCHD -BONDS -BRK.B), 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.
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The earliest data available for this chart is Jul 10, 2014, corresponding to the inception date of REET
Returns By Period
As of Apr 4, 2026, the *Praveen-2 (+SCHD -BONDS -BRK.B) returned 0.02% Year-To-Date and 15.63% of annualized return in the last 10 years.
| 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.11% | -4.18% | -3.84% | -1.98% | 21.98% | 16.86% | 10.37% | 12.29% |
Portfolio *Praveen-2 (+SCHD -BONDS -BRK.B) | 0.05% | -3.42% | 0.02% | 2.54% | 19.16% | 18.59% | 12.99% | 15.63% |
| Portfolio components: | ||||||||
VOO Vanguard S&P 500 ETF | 0.11% | -4.01% | -3.55% | -1.41% | 23.49% | 18.47% | 11.96% | 14.19% |
BRK-B Berkshire Hathaway Inc. | -0.24% | -2.08% | -5.03% | -4.29% | -9.96% | 15.44% | 13.08% | 12.79% |
DIA SPDR Dow Jones Industrial Average ETF | -0.09% | -4.44% | -2.86% | 0.23% | 16.56% | 13.36% | 8.90% | 12.30% |
SCHD Schwab U.S. Dividend Equity ETF | 0.16% | -2.29% | 12.35% | 13.59% | 18.75% | 11.70% | 8.35% | 12.30% |
HDV iShares Core High Dividend ETF | 0.01% | -2.25% | 10.87% | 11.32% | 16.83% | 13.03% | 10.90% | 9.37% |
DGRO iShares Core Dividend Growth ETF | 0.16% | -3.47% | 1.76% | 3.66% | 20.35% | 14.42% | 10.17% | 12.88% |
VIG Vanguard Dividend Appreciation ETF | 0.16% | -3.84% | -1.33% | -0.02% | 16.93% | 13.72% | 9.86% | 12.36% |
DGRW WisdomTree U.S. Dividend Growth Fund | -0.03% | -4.55% | -1.26% | -0.67% | 15.62% | 13.85% | 10.87% | 13.11% |
KO The Coca-Cola Company | 0.84% | -1.09% | 10.50% | 16.71% | 7.88% | 10.37% | 11.14% | 8.39% |
V Visa Inc. | 0.77% | -6.14% | -14.05% | -13.67% | -10.71% | 10.35% | 7.55% | 15.28% |
Monthly Returns
Based on dividend-adjusted daily data since Jul 11, 2014, *Praveen-2 (+SCHD -BONDS -BRK.B)'s average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, your investment would double in approximately 4.8 years.
Historically, 70% of months were positive and 30% were negative. The best month was Nov 2020 with a return of +11.4%, while the worst month was Mar 2020 at -11.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.
On a daily basis, *Praveen-2 (+SCHD -BONDS -BRK.B) closed higher 55% of trading days. The best single day was Mar 13, 2020 with a return of +9.1%, while the worst single day was Mar 16, 2020 at -10.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.51% | 1.94% | -4.76% | 0.50% | 0.02% | ||||||||
| 2025 | 2.72% | 0.31% | -2.90% | -1.60% | 3.64% | 3.28% | 0.52% | 3.59% | 2.29% | 1.29% | 1.90% | -0.22% | 15.60% |
| 2024 | 2.24% | 4.70% | 3.54% | -3.42% | 4.43% | 2.45% | 3.26% | 3.01% | 1.20% | -1.16% | 5.16% | -3.52% | 23.65% |
| 2023 | 5.19% | -2.64% | 3.21% | 1.91% | 0.26% | 5.50% | 3.64% | -1.08% | -4.11% | -1.95% | 8.00% | 4.49% | 23.92% |
| 2022 | -3.28% | -1.34% | 4.07% | -7.44% | 0.00% | -7.90% | 8.03% | -4.09% | -8.33% | 8.16% | 6.19% | -5.03% | -12.29% |
| 2021 | -1.24% | 3.43% | 5.30% | 4.83% | 1.93% | 1.28% | 1.89% | 2.86% | -4.35% | 6.17% | -1.24% | 5.28% | 28.81% |
Benchmark Metrics
*Praveen-2 (+SCHD -BONDS -BRK.B) has an annualized alpha of 4.17%, beta of 0.91, and R² of 0.97 versus S&P 500 Index. Calculated based on daily prices since July 11, 2014.
- This portfolio captured 102.97% of S&P 500 Index gains but only 85.90% of its losses — a favorable profile for investors.
- This portfolio generated an annualized alpha of 4.17% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- With beta of 0.91 and R² of 0.97, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 4.17%
- Beta
- 0.91
- R²
- 0.97
- Upside Capture
- 102.97%
- Downside Capture
- 85.90%
Expense Ratio
*Praveen-2 (+SCHD -BONDS -BRK.B) has an expense ratio of 0.09%, 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.
Top 10 holdings
Return for Risk
Risk / Return Rank
*Praveen-2 (+SCHD -BONDS -BRK.B) ranks 31 for risk / return — below 31% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.88 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.37 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.21 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.39 | +0.04 |
Martin ratioReturn relative to average drawdown | 7.09 | 6.43 | +0.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 53 | 0.98 | 1.49 | 1.23 | 1.53 | 7.13 |
BRK-B Berkshire Hathaway Inc. | 15 | -0.62 | -0.73 | 0.90 | -0.70 | -1.19 |
DIA SPDR Dow Jones Industrial Average ETF | 35 | 0.71 | 1.13 | 1.16 | 1.16 | 4.21 |
SCHD Schwab U.S. Dividend Equity ETF | 40 | 0.89 | 1.34 | 1.19 | 1.09 | 3.69 |
HDV iShares Core High Dividend ETF | 55 | 1.19 | 1.63 | 1.24 | 1.51 | 5.70 |
DGRO iShares Core Dividend Growth ETF | 56 | 1.11 | 1.61 | 1.24 | 1.52 | 6.97 |
VIG Vanguard Dividend Appreciation ETF | 42 | 0.84 | 1.28 | 1.19 | 1.24 | 5.41 |
DGRW WisdomTree U.S. Dividend Growth Fund | 36 | 0.73 | 1.16 | 1.17 | 1.02 | 4.55 |
KO The Coca-Cola Company | 58 | 0.64 | 1.06 | 1.12 | 1.00 | 2.03 |
V Visa Inc. | 16 | -0.53 | -0.59 | 0.92 | -0.61 | -1.33 |
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Dividends
Dividend yield
*Praveen-2 (+SCHD -BONDS -BRK.B) provided a 1.51% dividend yield over the last twelve months.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.51% | 1.56% | 1.68% | 1.74% | 1.95% | 1.51% | 1.63% | 1.70% | 1.85% | 1.64% | 1.79% | 1.90% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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% |
DIA SPDR Dow Jones Industrial Average ETF | 1.51% | 1.43% | 1.61% | 1.81% | 1.91% | 1.58% | 1.87% | 1.85% | 2.24% | 1.97% | 2.26% | 2.33% |
SCHD Schwab U.S. Dividend Equity ETF | 3.45% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
HDV iShares Core High Dividend ETF | 2.95% | 3.22% | 3.67% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% |
DGRO iShares Core Dividend Growth ETF | 2.09% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
VIG Vanguard Dividend Appreciation ETF | 1.60% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.43% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
KO The Coca-Cola Company | 2.69% | 2.92% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% |
V Visa Inc. | 0.84% | 0.70% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% |
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 *Praveen-2 (+SCHD -BONDS -BRK.B). 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 *Praveen-2 (+SCHD -BONDS -BRK.B) was 32.16%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current *Praveen-2 (+SCHD -BONDS -BRK.B) drawdown is 4.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.16% | Feb 20, 2020 | 23 | Mar 23, 2020 | 97 | Aug 10, 2020 | 120 |
| -20.48% | Mar 30, 2022 | 136 | Oct 12, 2022 | 187 | Jul 13, 2023 | 323 |
| -17.34% | Sep 21, 2018 | 65 | Dec 24, 2018 | 71 | Apr 8, 2019 | 136 |
| -13.74% | Feb 20, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -11.04% | Jul 21, 2015 | 26 | Aug 25, 2015 | 45 | Oct 28, 2015 | 71 |
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 53 assets, with an effective number of assets of 9.82, 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.