simple 25% x4
Expense Ratio
- 0.10%
Dividend Yield
- 1.06%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 25% |
VGT Vanguard Information Technology ETF | Technology Equities | 25% |
BRK-B Berkshire Hathaway Inc. | Financial Services | 25% |
AVUV Avantis U.S. Small Cap Value ETF | Small Cap Value Equities, Actively Managed | 25% |
Performance
The chart shows the growth of $10,000 invested in simple 25% x4 in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,532 for a total return of roughly 55.32%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 18, 2023, the simple 25% x4 returned 1.74% Year-To-Date and 13.54% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -5.31% | 2.01% | 0.39% | -10.12% | 8.22% | 8.22% |
| simple 25% x4 | -6.62% | 1.74% | 4.11% | -9.16% | 13.54% | 13.54% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | -5.95% | 2.09% | 0.28% | -9.69% | 9.28% | 9.28% |
VGT Vanguard Information Technology ETF | -0.83% | 14.61% | 9.74% | -6.06% | 17.36% | 17.36% |
BRK-B Berkshire Hathaway Inc. | -5.56% | -4.98% | 6.08% | -12.67% | 10.61% | 10.61% |
AVUV Avantis U.S. Small Cap Value ETF | -14.18% | -4.70% | -0.90% | -9.73% | 12.14% | 12.14% |
| Returns over 1 year are annualized | ||||||
Dividends
simple 25% x4 granted a 1.06% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.06% | 1.08% | 0.79% | 0.89% | 0.85% | 0.88% | 0.72% | 0.88% | 0.91% | 0.81% | 0.80% | 0.98% |
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 simple 25% x4. 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 simple 25% x4 is 35.40%, recorded on Mar 23, 2020. It took 99 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.4% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -23.52% | Mar 30, 2022 | 128 | Sep 30, 2022 | — | — | — |
| -9.08% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -8.7% | Jan 5, 2022 | 34 | Feb 23, 2022 | 22 | Mar 25, 2022 | 56 |
| -5.59% | Nov 9, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
| -4.64% | Mar 15, 2021 | 8 | Mar 24, 2021 | 7 | Apr 5, 2021 | 15 |
| -4.36% | May 10, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -4.18% | Sep 3, 2021 | 12 | Sep 21, 2021 | 18 | Oct 15, 2021 | 30 |
| -4.04% | Jul 13, 2021 | 5 | Jul 19, 2021 | 11 | Aug 3, 2021 | 16 |
| -3.78% | Jan 21, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
Volatility Chart
Current simple 25% x4 volatility is 35.29%. 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.