simple 25% x4
Asset Allocation
Position | Category/Sector | Target Weight |
---|---|---|
AVUV Avantis U.S. Small Cap Value ETF | Small Cap Value Equities, Actively Managed | 25% |
BRK-B Berkshire Hathaway Inc. | Financial Services | 25% |
VGT Vanguard Information Technology ETF | Technology Equities | 25% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 25% |
Performance
Performance Chart
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The earliest data available for this chart is Sep 26, 2019, corresponding to the inception date of AVUV
Returns By Period
YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | -0.64% | 8.97% | -2.62% | 11.90% | 15.76% | 10.69% |
simple 25% x4 | 1.10% | 8.94% | -2.15% | 13.94% | 22.52% | N/A |
Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | -0.53% | 9.75% | -2.80% | 12.82% | 17.03% | 12.02% |
VGT Vanguard Information Technology ETF | -3.67% | 15.01% | -3.58% | 16.49% | 20.71% | 19.73% |
BRK-B Berkshire Hathaway Inc. | 13.46% | -1.87% | 10.04% | 24.81% | 24.81% | 13.52% |
AVUV Avantis U.S. Small Cap Value ETF | -6.73% | 13.56% | -13.78% | -1.31% | 24.05% | N/A |
Monthly Returns
The table below presents the monthly returns of simple 25% x4, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 1.87% | -0.13% | -4.03% | -1.13% | 4.73% | 1.10% | |||||||
2024 | 1.98% | 4.80% | 3.20% | -5.34% | 5.63% | 1.58% | 4.85% | 1.93% | 0.25% | -1.19% | 8.00% | -4.33% | 22.55% |
2023 | 6.84% | -1.28% | 1.42% | 1.41% | 0.71% | 7.44% | 4.56% | -1.37% | -4.35% | -2.98% | 9.22% | 5.43% | 29.34% |
2022 | -3.09% | -0.40% | 4.66% | -8.85% | 0.16% | -10.98% | 10.90% | -4.56% | -9.07% | 10.42% | 5.97% | -5.94% | -13.04% |
2021 | 0.59% | 5.94% | 4.60% | 5.03% | 2.31% | 0.95% | 0.44% | 2.99% | -3.65% | 6.02% | -0.96% | 4.58% | 32.34% |
2020 | -1.48% | -8.59% | -15.44% | 12.58% | 4.44% | 2.42% | 6.01% | 9.51% | -3.83% | -1.70% | 14.10% | 4.96% | 20.51% |
2019 | -0.03% | 2.55% | 3.87% | 3.38% | 10.08% |
Expense Ratio
simple 25% x4 has an expense ratio of 0.10%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of simple 25% x4 is 47, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | 0.64 | 1.08 | 1.16 | 0.70 | 2.67 |
VGT Vanguard Information Technology ETF | 0.55 | 0.95 | 1.13 | 0.61 | 2.00 |
BRK-B Berkshire Hathaway Inc. | 1.27 | 1.88 | 1.27 | 3.02 | 7.59 |
AVUV Avantis U.S. Small Cap Value ETF | -0.05 | 0.16 | 1.02 | -0.02 | -0.05 |
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Dividends
Dividend yield
simple 25% x4 provided a 0.90% dividend yield over the last twelve months.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | 0.90% | 0.87% | 0.93% | 1.08% | 0.78% | 0.86% | 0.82% | 0.83% | 0.67% | 0.81% | 0.82% | 0.72% |
Portfolio components: | ||||||||||||
VTI Vanguard Total Stock Market ETF | 1.31% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
VGT Vanguard Information Technology ETF | 0.53% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.77% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the simple 25% x4. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the simple 25% x4 was 35.40%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current simple 25% x4 drawdown is 6.31%.
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 | 194 | Jul 12, 2023 | 322 |
-17.48% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
-10.1% | Aug 1, 2023 | 63 | Oct 27, 2023 | 24 | Dec 1, 2023 | 87 |
-9.58% | Jul 17, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 4 assets, with an effective number of assets of 4.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
^GSPC | BRK-B | AVUV | VGT | VTI | Portfolio | |
---|---|---|---|---|---|---|
^GSPC | 1.00 | 0.65 | 0.73 | 0.91 | 0.99 | 0.95 |
BRK-B | 0.65 | 1.00 | 0.66 | 0.44 | 0.64 | 0.76 |
AVUV | 0.73 | 0.66 | 1.00 | 0.55 | 0.77 | 0.88 |
VGT | 0.91 | 0.44 | 0.55 | 1.00 | 0.90 | 0.83 |
VTI | 0.99 | 0.64 | 0.77 | 0.90 | 1.00 | 0.96 |
Portfolio | 0.95 | 0.76 | 0.88 | 0.83 | 0.96 | 1.00 |