intense_monk
My aim is to achieve a portfolio value of $1 million. I plan to diversify across various markets while maintaining substantial positions in the FXAIX and VHT indexes. Here's the outlook:
- {Continue} Expecting continuous growth in AI with holdings in SMH. - {Continue} Anticipating a revival in health stocks with continued investment in VHT. - {Continue} Capitalizing on the startup boom in India with investments in NIFTYBEES.
Cash reserves: VUSXX
Next rebalancing scheduled for July 31st, 2024.
Please leave a comment if you have any questions.
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
^NIFTY500 Nifty 500 | 6% | |
AAPL Apple Inc | Technology | 0.25% |
BRK-B Berkshire Hathaway Inc. | Financial Services | 33% |
COST Costco Wholesale Corporation | Consumer Defensive | 0.47% |
FXAIX Fidelity 500 Index Fund | Large Cap Blend Equities | 38.71% |
MSFT Microsoft Corporation | Technology | 0.17% |
SMH VanEck Vectors Semiconductor ETF | Technology Equities | 13% |
TM Toyota Motor Corporation | Consumer Cyclical | 0.30% |
VGT Vanguard Information Technology ETF | Technology Equities | 2.30% |
VHT Vanguard Health Care ETF | Health & Biotech Equities | 0.10% |
VMFXX Vanguard Federal Money Market Fund | Money Market | 5.70% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in intense_monk, 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 May 10, 2011, corresponding to the inception date of FXAIX
Returns By Period
As of Sep 7, 2024, the intense_monk returned 20.70% Year-To-Date and 14.04% 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 | 13.39% | 4.02% | 5.56% | 21.51% | 12.69% | 10.55% |
| intense_monk | 20.70% | 2.76% | 8.02% | 27.74% | 17.50% | 14.01% |
| Portfolio components: | ||||||
VGT Vanguard Information Technology ETF | 10.57% | 0.17% | 2.62% | 23.14% | 19.91% | 18.66% |
SMH VanEck Vectors Semiconductor ETF | 22.95% | -4.41% | -4.44% | 43.83% | 30.70% | 25.90% |
VHT Vanguard Health Care ETF | 12.99% | 2.98% | 5.49% | 17.97% | 11.81% | 10.30% |
FXAIX Fidelity 500 Index Fund | 14.48% | 1.83% | 6.27% | 23.09% | 13.92% | 12.15% |
^NIFTY500 Nifty 500 | 19.83% | 3.40% | 12.99% | 33.14% | 16.80% | 9.71% |
BRK-B Berkshire Hathaway Inc. | 28.81% | 6.46% | 13.96% | 26.51% | 16.63% | 12.37% |
VMFXX Vanguard Federal Money Market Fund | 3.59% | 0.45% | 2.70% | 5.45% | 2.16% | 1.44% |
COST Costco Wholesale Corporation | 33.41% | 4.44% | 21.19% | 63.70% | 25.05% | 23.13% |
TM Toyota Motor Corporation | -2.28% | 4.61% | -26.20% | 2.29% | 8.56% | 7.15% |
AAPL Apple Inc | 15.13% | 3.64% | 29.66% | 24.57% | 32.19% | 24.78% |
MSFT Microsoft Corporation | 7.41% | -0.07% | -0.76% | 21.07% | 24.01% | 25.00% |
Monthly Returns
The table below presents the monthly returns of intense_monk, 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 | 4.21% | 6.52% | 3.06% | -4.02% | 5.28% | 2.62% | 2.57% | 3.80% | 20.70% | ||||
| 2023 | 5.10% | -1.67% | 3.69% | 2.24% | 1.79% | 5.90% | 3.38% | -0.34% | -3.70% | -2.39% | 8.22% | 3.51% | 28.09% |
| 2022 | -2.07% | -0.95% | 5.38% | -8.55% | -0.37% | -10.42% | 10.01% | -4.97% | -7.73% | 7.29% | 7.89% | -5.01% | -11.51% |
| 2021 | -0.66% | 4.11% | 4.13% | 4.63% | 2.89% | 0.41% | 1.25% | 3.05% | -4.02% | 5.49% | 0.05% | 4.89% | 29.06% |
| 2020 | -0.54% | -7.10% | -11.76% | 8.92% | 2.36% | 1.52% | 7.22% | 8.06% | -2.55% | -2.75% | 12.30% | 3.54% | 17.81% |
| 2019 | 4.74% | 1.77% | 1.90% | 5.55% | -7.71% | 7.17% | -0.06% | -1.49% | 2.37% | 2.82% | 3.34% | 4.09% | 26.40% |
| 2018 | 6.44% | -2.94% | -2.79% | -1.40% | 1.83% | -1.28% | 4.28% | 3.75% | 0.20% | -6.21% | 3.95% | -6.64% | -1.79% |
| 2017 | 1.99% | 3.89% | 0.15% | 0.44% | 1.80% | 0.22% | 3.03% | 1.74% | 1.76% | 3.37% | 2.20% | 1.69% | 24.60% |
| 2016 | -4.05% | 0.73% | 6.75% | 0.30% | 0.87% | 1.17% | 3.46% | 2.19% | -0.60% | -0.92% | 4.51% | 2.33% | 17.59% |
| 2015 | -2.61% | 4.40% | -1.98% | -0.61% | 2.18% | -3.71% | 2.07% | -5.78% | -1.74% | 6.29% | -0.02% | -1.20% | -3.29% |
| 2014 | -4.11% | 4.20% | 4.13% | 1.05% | 2.09% | 1.64% | -1.04% | 5.72% | -0.52% | 1.92% | 4.40% | 0.28% | 21.14% |
| 2013 | 5.77% | 2.19% | 2.32% | 2.41% | 3.62% | -1.90% | 3.28% | -3.60% | 3.55% | 3.44% | 1.62% | 2.73% | 28.18% |
Expense Ratio
intense_monk has an expense ratio of 0.05%, 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 risk-adjusted rank of intense_monk is 96, placing it in the top 4% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined 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 | |
|---|---|---|---|---|---|
VGT Vanguard Information Technology ETF | 1.52 | 2.03 | 1.28 | 2.00 | 7.32 |
SMH VanEck Vectors Semiconductor ETF | 1.56 | 2.08 | 1.29 | 2.07 | 6.68 |
VHT Vanguard Health Care ETF | 2.05 | 2.80 | 1.39 | 1.55 | 9.78 |
FXAIX Fidelity 500 Index Fund | 2.43 | 3.28 | 1.46 | 2.55 | 14.28 |
^NIFTY500 Nifty 500 | 2.39 | 2.88 | 1.51 | 4.99 | 19.52 |
BRK-B Berkshire Hathaway Inc. | 2.65 | 3.52 | 1.48 | 3.24 | 14.82 |
VMFXX Vanguard Federal Money Market Fund | 3.46 | — | — | — | — |
COST Costco Wholesale Corporation | 3.13 | 3.73 | 1.60 | 5.81 | 14.97 |
TM Toyota Motor Corporation | 0.12 | 0.36 | 1.04 | 0.09 | 0.23 |
AAPL Apple Inc | 1.34 | 2.01 | 1.26 | 1.73 | 4.08 |
MSFT Microsoft Corporation | 1.53 | 2.06 | 1.28 | 1.88 | 5.83 |
Dividends
Dividend yield
intense_monk granted a 0.90% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| intense_monk | 0.90% | 0.96% | 1.09% | 0.63% | 0.87% | 1.74% | 1.69% | 1.23% | 1.24% | 1.72% | 1.37% | 1.16% |
| Portfolio components: | ||||||||||||
VGT Vanguard Information Technology ETF | 0.69% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
SMH VanEck Vectors Semiconductor ETF | 0.48% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
VHT Vanguard Health Care ETF | 1.26% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% | 1.02% | 1.12% |
FXAIX Fidelity 500 Index Fund | 1.30% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
^NIFTY500 Nifty 500 | 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% |
VMFXX Vanguard Federal Money Market Fund | 5.30% | 4.97% | 1.54% | 0.01% | 0.45% | 2.12% | 1.61% | 0.50% | 0.00% | 0.00% | 0.00% | 0.01% |
COST Costco Wholesale Corporation | 2.21% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% | 1.01% |
TM Toyota Motor Corporation | 2.74% | 2.45% | 2.90% | 2.45% | 2.74% | 2.86% | 3.40% | 2.96% | 3.23% | 2.96% | 2.57% | 2.08% |
AAPL Apple Inc | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
MSFT Microsoft Corporation | 0.75% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
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 intense_monk. 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 intense_monk was 30.34%, occurring on Mar 23, 2020. Recovery took 100 trading sessions.
The current intense_monk drawdown is 4.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.34% | Feb 20, 2020 | 23 | Mar 23, 2020 | 100 | Aug 12, 2020 | 123 |
| -23.5% | Mar 30, 2022 | 140 | Oct 12, 2022 | 175 | Jun 15, 2023 | 315 |
| -16.26% | Sep 21, 2018 | 67 | Dec 24, 2018 | 78 | Apr 12, 2019 | 145 |
| -13.97% | Mar 3, 2015 | 246 | Feb 11, 2016 | 94 | Jun 23, 2016 | 340 |
| -10.09% | Jan 29, 2018 | 9 | Feb 8, 2018 | 142 | Aug 28, 2018 | 151 |
Volatility
Volatility Chart
The current intense_monk volatility is 4.11%, 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
| VMFXX | ^NIFTY500 | COST | TM | BRK-B | AAPL | VHT | MSFT | SMH | VGT | FXAIX | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VMFXX | 1.00 | 0.04 | -0.00 | -0.04 | -0.02 | 0.01 | -0.01 | -0.01 | -0.00 | 0.01 | 0.00 |
| ^NIFTY500 | 0.04 | 1.00 | 0.10 | 0.17 | 0.17 | 0.11 | 0.17 | 0.13 | 0.19 | 0.19 | 0.23 |
| COST | -0.00 | 0.10 | 1.00 | 0.29 | 0.42 | 0.37 | 0.45 | 0.45 | 0.41 | 0.49 | 0.55 |
| TM | -0.04 | 0.17 | 0.29 | 1.00 | 0.44 | 0.34 | 0.42 | 0.38 | 0.46 | 0.48 | 0.55 |
| BRK-B | -0.02 | 0.17 | 0.42 | 0.44 | 1.00 | 0.38 | 0.56 | 0.43 | 0.46 | 0.52 | 0.71 |
| AAPL | 0.01 | 0.11 | 0.37 | 0.34 | 0.38 | 1.00 | 0.44 | 0.55 | 0.56 | 0.75 | 0.63 |
| VHT | -0.01 | 0.17 | 0.45 | 0.42 | 0.56 | 0.44 | 1.00 | 0.52 | 0.53 | 0.64 | 0.77 |
| MSFT | -0.01 | 0.13 | 0.45 | 0.38 | 0.43 | 0.55 | 0.52 | 1.00 | 0.62 | 0.79 | 0.71 |
| SMH | -0.00 | 0.19 | 0.41 | 0.46 | 0.46 | 0.56 | 0.53 | 0.62 | 1.00 | 0.85 | 0.76 |
| VGT | 0.01 | 0.19 | 0.49 | 0.48 | 0.52 | 0.75 | 0.64 | 0.79 | 0.85 | 1.00 | 0.88 |
| FXAIX | 0.00 | 0.23 | 0.55 | 0.55 | 0.71 | 0.63 | 0.77 | 0.71 | 0.76 | 0.88 | 1.00 |