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Plan B

Last updated Mar 21, 2023

Expense Ratio

0.02%

Dividend Yield

0.82%

Asset Allocation


BRK-B 50%VOO 50%EquityEquity

Performance

The chart shows the growth of $10,000 invested in Plan B in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $42,063 for a total return of roughly 320.63%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


0.00%5.00%10.00%15.00%NovemberDecember2023FebruaryMarch
9.43%
7.42%
Plan B
Benchmark (^GSPC)
Portfolio components

Returns

As of Mar 21, 2023, the Plan B returned 0.40% Year-To-Date and 11.97% of annualized return in the last 10 years.


1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark-3.13%2.92%2.02%-11.46%7.79%9.86%
Plan B-2.66%0.40%6.34%-10.77%9.26%11.97%
BRK-B
Berkshire Hathaway Inc.
-2.33%-2.54%9.55%-12.08%8.03%11.45%
VOO
Vanguard S&P 500 ETF
-2.96%3.36%2.98%-9.92%9.68%11.96%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Plan B Sharpe ratio is -0.49. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.80-0.60-0.40-0.200.000.20NovemberDecember2023FebruaryMarch
-0.49
-0.45
Plan B
Benchmark (^GSPC)
Portfolio components

Dividends

Plan B granted a 0.82% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

Dividend yield

0.82%0.85%0.63%0.80%0.99%1.10%0.97%1.12%1.20%1.08%1.09%1.31%

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-14.13%
-17.62%
Plan B
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the Plan B. 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 Plan B is 31.68%, recorded on Mar 23, 2020. It took 111 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.68%Feb 20, 202023Mar 23, 2020111Aug 28, 2020134
-23.88%Mar 29, 2022137Oct 12, 2022
-19.28%Mar 1, 2011112Aug 8, 2011152Mar 15, 2012264
-17.4%Sep 21, 201865Dec 24, 201889May 3, 2019154
-14.06%Dec 30, 2014282Feb 11, 201652Apr 27, 2016334
-10.98%Jan 29, 20189Feb 8, 2018140Aug 29, 2018149
-8.86%Sep 3, 202039Oct 28, 20209Nov 10, 202048
-8.06%May 6, 201919May 31, 201923Jul 3, 201942
-7.07%Jul 15, 201923Aug 14, 201952Oct 28, 201975
-6.86%Jan 2, 201422Feb 3, 201420Mar 4, 201442

Volatility Chart

Current Plan B volatility is 29.05%. 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.


10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2023FebruaryMarch
23.45%
20.82%
Plan B
Benchmark (^GSPC)
Portfolio components