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…ETV/VTI-60/40 income + growth

Last updated Mar 22, 2023

Late RETIREMENT portfolio stressing DOMESTIC HIGH INCOME with GROWTH… ONLY 2 ETFs!!!

Note: ETV shud be replaced by JEPI in current portfolios as JEPI did not have 10 yr history as similar ETV etf.

Expense Ratio


Dividend Yield


Asset Allocation


The chart shows the growth of $10,000 invested in …ETV/VTI-60/40 income + growth in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $42,110 for a total return of roughly 321.10%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly

…ETV/VTI-60/40 income + growth
Benchmark (^GSPC)
Portfolio components


As of Mar 22, 2023, the …ETV/VTI-60/40 income + growth returned 4.92% Year-To-Date and 10.08% of annualized return in the last 10 years.

1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
…ETV/VTI-60/40 income + growth-3.12%4.92%-4.77%-11.17%6.76%10.08%
Vanguard Total Stock Market ETF
Eaton Vance Tax-Managed Buy-Write Opportunities Fund

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 …ETV/VTI-60/40 income + growth Sharpe ratio is -0.50. 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.

…ETV/VTI-60/40 income + growth
Benchmark (^GSPC)
Portfolio components


…ETV/VTI-60/40 income + growth granted a 8.10% dividend yield in the last twelve months.


Dividend yield


Drawdowns Chart

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

…ETV/VTI-60/40 income + growth
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the …ETV/VTI-60/40 income + growth. 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 …ETV/VTI-60/40 income + growth is 50.93%, recorded on Nov 20, 2008. It took 534 trading sessions for the portfolio to recover.



To Bottom


To Recover



-50.93%Jun 20, 2007361Nov 20, 2008534Jan 5, 2011895
-39.26%Feb 20, 202023Mar 23, 202099Aug 12, 2020122
-21.99%Dec 28, 2021253Dec 28, 2022
-20.71%Sep 21, 201865Dec 24, 201877Apr 16, 2019142
-18.92%Jul 8, 201122Aug 8, 2011117Jan 25, 2012139
-12.51%Dec 2, 201533Jan 20, 201659Apr 14, 201692
-11.83%Jul 22, 201524Aug 24, 201550Nov 3, 201574
-11.24%Sep 19, 201419Oct 15, 201424Nov 18, 201443
-9.24%Sep 3, 202015Sep 24, 202037Nov 16, 202052
-9.03%Apr 24, 201928Jun 3, 201923Jul 5, 201951

Volatility Chart

Current …ETV/VTI-60/40 income + growth volatility is 19.65%. 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.

…ETV/VTI-60/40 income + growth
Benchmark (^GSPC)
Portfolio components