NVDA+AVGO_MSFT+VOO+401k
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AVGO Broadcom Inc. | Technology | 16.03% |
MSFT Microsoft Corporation | Technology | 19.15% |
NVDA NVIDIA Corporation | Technology | 5.62% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 15.10% |
VTTSX Vanguard Target Retirement 2060 Fund | Diversified Portfolio, Target Retirement Date | 44.10% |
Performance
Performance Chart
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The earliest data available for this chart is Jan 19, 2012, corresponding to the inception date of VTTSX
Returns By Period
As of May 11, 2025, the NVDA+AVGO_MSFT+VOO+401k returned -0.54% Year-To-Date and 20.87% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| NVDA+AVGO_MSFT+VOO+401k | -0.54% | 11.64% | 1.97% | 18.96% | 24.32% | 20.87% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | -3.41% | 7.59% | -5.06% | 9.79% | 15.86% | 12.42% |
VTTSX Vanguard Target Retirement 2060 Fund | 1.64% | 8.27% | -0.85% | 8.98% | 11.17% | 7.96% |
AVGO Broadcom Inc. | -9.92% | 20.84% | 14.02% | 58.12% | 53.95% | 36.26% |
MSFT Microsoft Corporation | 4.30% | 15.05% | 4.25% | 6.59% | 19.74% | 26.80% |
NVDA NVIDIA Corporation | -13.13% | 8.44% | -20.97% | 29.82% | 71.04% | 72.60% |
Monthly Returns
The table below presents the monthly returns of NVDA+AVGO_MSFT+VOO+401k, 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 | 0.09% | -2.40% | -6.29% | 3.70% | 4.76% | -0.54% | |||||||
| 2024 | 3.59% | 6.85% | 3.56% | -4.08% | 5.71% | 6.80% | -0.34% | 1.66% | 3.00% | -1.95% | 2.84% | 4.67% | 36.71% |
| 2023 | 7.34% | 0.06% | 7.58% | 1.66% | 7.51% | 6.04% | 2.86% | -1.06% | -5.48% | -0.34% | 9.97% | 6.42% | 50.24% |
| 2022 | -7.06% | -2.30% | 3.62% | -10.24% | 0.63% | -9.16% | 8.82% | -5.67% | -10.16% | 5.17% | 10.50% | -4.24% | -20.77% |
| 2021 | 0.98% | 2.53% | 1.78% | 4.27% | 1.61% | 4.34% | 1.77% | 3.78% | -4.37% | 9.30% | 1.35% | 3.57% | 35.00% |
| 2020 | 0.54% | -5.87% | -9.94% | 11.98% | 5.62% | 5.57% | 3.80% | 8.45% | -1.97% | -3.04% | 10.53% | 4.68% | 31.75% |
| 2019 | 6.33% | 3.89% | 4.41% | 5.04% | -9.00% | 8.66% | 0.88% | -1.13% | 1.26% | 3.82% | 4.52% | 3.25% | 35.55% |
| 2018 | 6.03% | -2.62% | -2.35% | 0.15% | 4.15% | -0.94% | 2.01% | 2.90% | 2.38% | -8.37% | 1.75% | -5.31% | -1.16% |
| 2017 | 4.28% | 2.25% | 2.13% | 1.46% | 4.84% | -0.20% | 3.99% | 1.50% | 0.82% | 5.72% | 2.29% | -0.31% | 32.62% |
| 2016 | -4.94% | -1.34% | 8.95% | -2.22% | 4.53% | -0.38% | 6.18% | 2.48% | 0.74% | -0.33% | 3.19% | 3.64% | 21.57% |
| 2015 | -3.44% | 9.65% | -2.18% | 3.76% | 3.43% | -4.53% | 0.74% | -3.95% | -0.76% | 8.35% | 2.42% | 1.46% | 14.75% |
| 2014 | -1.24% | 6.13% | 2.35% | -0.01% | 3.58% | 1.84% | -1.21% | 6.62% | -0.14% | 1.56% | 3.33% | 0.03% | 24.92% |
Expense Ratio
NVDA+AVGO_MSFT+VOO+401k has an expense ratio of 0.04%, 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 NVDA+AVGO_MSFT+VOO+401k is 72, 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 | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.52 | 0.89 | 1.13 | 0.57 | 2.18 |
VTTSX Vanguard Target Retirement 2060 Fund | 0.60 | 0.98 | 1.14 | 0.66 | 2.92 |
AVGO Broadcom Inc. | 0.99 | 1.73 | 1.23 | 1.50 | 4.15 |
MSFT Microsoft Corporation | 0.28 | 0.63 | 1.08 | 0.34 | 0.75 |
NVDA NVIDIA Corporation | 0.53 | 1.05 | 1.13 | 0.78 | 1.94 |
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Dividends
Dividend yield
NVDA+AVGO_MSFT+VOO+401k provided a 1.47% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.47% | 1.45% | 1.58% | 1.87% | 3.18% | 1.71% | 2.03% | 2.18% | 1.72% | 1.89% | 1.86% | 1.78% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
VTTSX Vanguard Target Retirement 2060 Fund | 2.16% | 2.20% | 2.14% | 2.09% | 5.67% | 1.83% | 2.11% | 2.31% | 1.77% | 1.98% | 1.92% | 1.67% |
AVGO Broadcom Inc. | 1.07% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% | 1.22% |
MSFT Microsoft Corporation | 0.72% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
NVDA NVIDIA Corporation | 0.03% | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
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 NVDA+AVGO_MSFT+VOO+401k. 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 NVDA+AVGO_MSFT+VOO+401k was 31.93%, occurring on Mar 23, 2020. Recovery took 72 trading sessions.
The current NVDA+AVGO_MSFT+VOO+401k drawdown is 4.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.93% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -31.69% | Dec 28, 2021 | 202 | Oct 14, 2022 | 164 | Jun 12, 2023 | 366 |
| -19.97% | Dec 17, 2024 | 76 | Apr 8, 2025 | — | — | — |
| -17.54% | Oct 2, 2018 | 58 | Dec 24, 2018 | 56 | Mar 18, 2019 | 114 |
| -14.02% | Dec 7, 2015 | 46 | Feb 11, 2016 | 31 | Mar 29, 2016 | 77 |
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 5 assets, with an effective number of assets of 3.54, 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 | NVDA | AVGO | MSFT | VTTSX | VOO | Portfolio | |
|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.61 | 0.64 | 0.72 | 0.96 | 1.00 | 0.90 |
| NVDA | 0.61 | 1.00 | 0.59 | 0.56 | 0.58 | 0.61 | 0.74 |
| AVGO | 0.64 | 0.59 | 1.00 | 0.52 | 0.62 | 0.64 | 0.82 |
| MSFT | 0.72 | 0.56 | 0.52 | 1.00 | 0.67 | 0.72 | 0.81 |
| VTTSX | 0.96 | 0.58 | 0.62 | 0.67 | 1.00 | 0.96 | 0.88 |
| VOO | 1.00 | 0.61 | 0.64 | 0.72 | 0.96 | 1.00 | 0.90 |
| Portfolio | 0.90 | 0.74 | 0.82 | 0.81 | 0.88 | 0.90 | 1.00 |