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Plan B

Last updated Mar 21, 2023

Expense Ratio


Dividend Yield


Asset Allocation

BRK-B 50%VOO 50%EquityEquity


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

Plan B
Benchmark (^GSPC)
Portfolio components


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)
Plan B-2.66%0.40%6.34%-10.77%9.26%11.97%
Berkshire Hathaway Inc.
Vanguard S&P 500 ETF

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.

Plan B
Benchmark (^GSPC)
Portfolio components


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


Dividend yield


Drawdowns Chart

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

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.



To Bottom


To Recover



-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.

Plan B
Benchmark (^GSPC)
Portfolio components