second thought
Expense Ratio
- 0.13%
Dividend Yield
- 0.50%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 11.11% |
MSFT Microsoft Corporation | Technology | 11.11% |
ENPH Enphase Energy, Inc. | Technology | 11.11% |
NVDA NVIDIA Corporation | Technology | 11.11% |
XSD SPDR S&P Semiconductor ETF | Technology Equities | 11.11% |
TAN Invesco Solar ETF | Alternative Energy Equities | 11.11% |
XLK Technology Select Sector SPDR Fund | Technology Equities | 11.11% |
SHOP Shopify Inc. | Technology | 11.11% |
TSLA Tesla, Inc. | Consumer Cyclical | 11.11% |
Performance
The chart shows the growth of $10,000 invested in second thought in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $130,862 for a total return of roughly 1,208.62%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 21, 2023, the second thought returned 19.40% Year-To-Date and 38.95% 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% | 8.22% |
| second thought | 0.40% | 19.40% | 9.06% | -4.68% | 42.49% | 38.95% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | -3.99% | 2.98% | 2.08% | -11.14% | 8.90% | 9.59% |
MSFT Microsoft Corporation | 5.49% | 13.80% | 11.83% | -8.50% | 25.42% | 27.07% |
ENPH Enphase Energy, Inc. | -6.09% | -27.34% | -39.46% | 4.33% | 109.84% | 45.97% |
NVDA NVIDIA Corporation | 21.12% | 77.26% | 96.33% | -2.00% | 33.25% | 65.44% |
XSD SPDR S&P Semiconductor ETF | 0.67% | 20.69% | 22.15% | -2.76% | 22.74% | 21.94% |
TAN Invesco Solar ETF | -6.86% | -3.33% | -17.03% | -7.27% | 22.75% | 7.17% |
XLK Technology Select Sector SPDR Fund | 2.88% | 15.59% | 12.36% | -6.33% | 17.39% | 18.06% |
SHOP Shopify Inc. | 0.62% | 26.42% | 38.29% | -43.74% | 23.48% | 43.77% |
TSLA Tesla, Inc. | -12.03% | 48.77% | -39.59% | -39.28% | 54.78% | 36.20% |
| Returns over 1 year are annualized | ||||||
Dividends
second thought granted a 0.50% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 0.50% | 0.48% | 0.30% | 0.43% | 0.60% | 0.89% | 0.89% | 1.43% | 1.15% | 1.24% | 1.23% | 2.23% |
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 second thought. 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 second thought is 43.61%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.61% | Nov 22, 2021 | 226 | Oct 14, 2022 | — | — | — |
| -42.97% | Feb 20, 2020 | 20 | Mar 18, 2020 | 44 | May 20, 2020 | 64 |
| -30.09% | Jun 18, 2015 | 165 | Feb 11, 2016 | 200 | Nov 25, 2016 | 365 |
| -22.66% | Jun 15, 2018 | 133 | Dec 24, 2018 | 40 | Feb 22, 2019 | 173 |
| -21.09% | Feb 16, 2021 | 15 | Mar 8, 2021 | 78 | Jun 28, 2021 | 93 |
| -15.65% | Sep 2, 2020 | 4 | Sep 8, 2020 | 19 | Oct 5, 2020 | 23 |
| -10.29% | Aug 22, 2019 | 29 | Oct 2, 2019 | 18 | Oct 28, 2019 | 47 |
| -9.68% | Oct 15, 2020 | 12 | Oct 30, 2020 | 4 | Nov 5, 2020 | 16 |
| -9.66% | Mar 19, 2018 | 10 | Apr 2, 2018 | 28 | May 10, 2018 | 38 |
| -8.75% | Feb 1, 2018 | 6 | Feb 8, 2018 | 5 | Feb 15, 2018 | 11 |
Volatility Chart
Current second thought volatility is 59.51%. 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.