Plan B
Expense Ratio
- 0.02%
Dividend Yield
- 0.82%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BRK-B Berkshire Hathaway Inc. | Financial Services | 50% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 50% |
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
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 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% |
| Plan B | -2.66% | 0.40% | 6.34% | -10.77% | 9.26% | 11.97% |
| Portfolio components: | ||||||
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% |
| Returns over 1 year are annualized | ||||||
Dividends
Plan B granted a 0.82% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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, 2020 | 23 | Mar 23, 2020 | 111 | Aug 28, 2020 | 134 |
| -23.88% | Mar 29, 2022 | 137 | Oct 12, 2022 | — | — | — |
| -19.28% | Mar 1, 2011 | 112 | Aug 8, 2011 | 152 | Mar 15, 2012 | 264 |
| -17.4% | Sep 21, 2018 | 65 | Dec 24, 2018 | 89 | May 3, 2019 | 154 |
| -14.06% | Dec 30, 2014 | 282 | Feb 11, 2016 | 52 | Apr 27, 2016 | 334 |
| -10.98% | Jan 29, 2018 | 9 | Feb 8, 2018 | 140 | Aug 29, 2018 | 149 |
| -8.86% | Sep 3, 2020 | 39 | Oct 28, 2020 | 9 | Nov 10, 2020 | 48 |
| -8.06% | May 6, 2019 | 19 | May 31, 2019 | 23 | Jul 3, 2019 | 42 |
| -7.07% | Jul 15, 2019 | 23 | Aug 14, 2019 | 52 | Oct 28, 2019 | 75 |
| -6.86% | Jan 2, 2014 | 22 | Feb 3, 2014 | 20 | Mar 4, 2014 | 42 |
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.