. Warren Buffet TEST
95% S&P500 5% CASH or TIPS
Expense Ratio
- 0.10%
Dividend Yield
- 2.23%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
TIP iShares TIPS Bond ETF | Inflation-Protected Bonds | 5% |
SPY SPDR S&P 500 ETF | Large Cap Growth Equities | 95% |
Performance
The chart shows the growth of $10,000 invested in . Warren Buffet TEST in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $51,642 for a total return of roughly 416.42%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 21, 2023, the . Warren Buffet TEST returned 3.29% Year-To-Date and 11.39% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -3.13% | 2.92% | 2.02% | -11.46% | 7.79% | 9.86% |
| . Warren Buffet TEST | -2.75% | 3.29% | 2.82% | -9.85% | 9.35% | 11.39% |
| Portfolio components: | ||||||
SPY SPDR S&P 500 ETF | -2.95% | 3.35% | 2.98% | -9.92% | 9.63% | 11.89% |
TIP iShares TIPS Bond ETF | 1.18% | 2.14% | -0.45% | -9.11% | 2.70% | 1.25% |
| Returns over 1 year are annualized | ||||||
Dividends
. Warren Buffet TEST granted a 2.23% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.23% | 1.92% | 1.39% | 1.56% | 1.84% | 2.24% | 1.99% | 2.24% | 2.25% | 2.16% | 2.11% | 2.64% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the . Warren Buffet TEST. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the . Warren Buffet TEST is 53.12%, recorded on Mar 9, 2009. It took 760 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.12% | Oct 10, 2007 | 355 | Mar 9, 2009 | 760 | Mar 13, 2012 | 1115 |
| -32.11% | Feb 20, 2020 | 23 | Mar 23, 2020 | 95 | Aug 6, 2020 | 118 |
| -23.92% | Jan 4, 2022 | 195 | Oct 12, 2022 | — | — | — |
| -18.42% | Sep 21, 2018 | 65 | Dec 24, 2018 | 71 | Apr 8, 2019 | 136 |
| -12.31% | Jul 21, 2015 | 143 | Feb 11, 2016 | 45 | Apr 18, 2016 | 188 |
| -9.69% | Jan 29, 2018 | 9 | Feb 8, 2018 | 123 | Aug 6, 2018 | 132 |
| -9.06% | Sep 3, 2020 | 14 | Sep 23, 2020 | 35 | Nov 11, 2020 | 49 |
| -9.03% | Apr 3, 2012 | 43 | Jun 4, 2012 | 48 | Aug 10, 2012 | 91 |
| -8.54% | Jul 20, 2007 | 19 | Aug 15, 2007 | 32 | Oct 1, 2007 | 51 |
| -7.17% | May 10, 2006 | 24 | Jun 13, 2006 | 64 | Sep 13, 2006 | 88 |
Volatility Chart
Current . Warren Buffet TEST volatility is 19.41%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.