NVDA+AVGO+MSFT+SCHD+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% |
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 15.10% |
VTTSX Vanguard Target Retirement 2060 Fund | Diversified Portfolio, Target Retirement Date | 44.10% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in NVDA+AVGO+MSFT+SCHD+401k, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.
The earliest data available for this chart is Jan 19, 2012, corresponding to the inception date of VTTSX
Returns By Period
As of Apr 20, 2025, the NVDA+AVGO+MSFT+SCHD+401k returned -10.44% Year-To-Date and 19.52% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.71% | -9.92% | 6.35% | 13.40% | 9.65% |
| NVDA+AVGO+MSFT+SCHD+401k | -23.03% | -11.74% | -17.86% | 29.08% | 44.75% | 32.83% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | -12.57% | -4.93% | -11.70% | -7.15% | 17.08% | 25.86% |
AVGO Broadcom Inc. | -26.02% | -10.26% | -4.40% | 43.67% | 49.90% | 33.09% |
SCHD Schwab US Dividend Equity ETF | -6.12% | -8.23% | -10.14% | 3.31% | 13.20% | 10.23% |
VTTSX Vanguard Target Retirement 2060 Fund | -4.12% | -5.08% | -6.03% | 7.91% | 10.68% | 7.30% |
NVDA NVIDIA Corporation | -24.42% | -14.38% | -26.44% | 33.22% | 70.28% | 69.14% |
Monthly Returns
The table below presents the monthly returns of NVDA+AVGO+MSFT+SCHD+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 | -7.12% | -1.79% | -12.80% | -3.23% | -23.03% | ||||||||
| 2024 | 12.76% | 17.04% | 8.21% | -3.99% | 15.64% | 13.66% | -3.43% | 1.62% | 3.19% | 4.01% | 1.72% | 9.47% | 111.34% |
| 2023 | 11.95% | 6.02% | 12.69% | 0.54% | 23.20% | 8.48% | 5.62% | 2.71% | -9.18% | -1.50% | 12.12% | 9.48% | 114.07% |
| 2022 | -11.69% | -1.21% | 7.42% | -18.01% | 1.55% | -13.14% | 11.89% | -9.22% | -12.64% | 6.02% | 16.05% | -5.00% | -29.71% |
| 2021 | 1.64% | 3.58% | 0.27% | 4.96% | 3.55% | 9.26% | 0.91% | 7.16% | -5.12% | 15.12% | 10.62% | 1.72% | 66.60% |
| 2020 | 0.54% | -3.75% | -7.63% | 12.65% | 8.55% | 7.63% | 4.23% | 13.31% | -0.22% | -4.47% | 9.88% | 3.84% | 51.11% |
| 2019 | 5.68% | 4.50% | 7.58% | 5.33% | -14.18% | 11.92% | 1.23% | -1.02% | 0.97% | 5.74% | 6.05% | 3.52% | 41.15% |
| 2018 | 7.56% | -1.95% | -3.07% | -1.04% | 7.22% | -2.48% | 0.48% | 4.86% | 4.04% | -12.09% | -1.53% | -4.46% | -4.11% |
| 2017 | 5.76% | 1.78% | 3.31% | 0.70% | 9.41% | -0.85% | 5.79% | 2.22% | 0.44% | 8.73% | 2.19% | -2.49% | 42.95% |
| 2016 | -5.21% | -1.05% | 10.50% | -3.50% | 5.76% | 0.11% | 6.54% | 4.19% | 0.71% | 0.01% | 4.42% | 4.89% | 29.65% |
| 2015 | -2.96% | 11.79% | -2.15% | 1.39% | 7.66% | -5.91% | -0.74% | -2.98% | -0.44% | 6.75% | 3.27% | 3.61% | 19.40% |
| 2014 | -1.25% | 6.11% | 2.64% | 0.03% | 3.89% | 1.80% | -1.35% | 7.35% | 0.61% | 1.19% | 3.88% | 0.84% | 28.51% |
Expense Ratio
NVDA+AVGO+MSFT+SCHD+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+SCHD+401k is 48, 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 | |
|---|---|---|---|---|---|
MSFT Microsoft Corporation | -0.43 | -0.46 | 0.94 | -0.45 | -1.04 |
AVGO Broadcom Inc. | 0.48 | 1.15 | 1.15 | 0.73 | 2.19 |
SCHD Schwab US Dividend Equity ETF | 0.27 | 0.48 | 1.07 | 0.27 | 1.05 |
VTTSX Vanguard Target Retirement 2060 Fund | 0.46 | 0.74 | 1.10 | 0.47 | 2.27 |
NVDA NVIDIA Corporation | 0.27 | 0.79 | 1.10 | 0.44 | 1.20 |
Dividends
Dividend yield
NVDA+AVGO+MSFT+SCHD+401k provided a 2.01% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.01% | 1.81% | 1.89% | 2.13% | 3.41% | 1.96% | 2.19% | 2.33% | 1.85% | 2.02% | 1.99% | 1.90% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.86% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
AVGO Broadcom Inc. | 1.31% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% | 1.22% |
SCHD Schwab US Dividend Equity ETF | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
VTTSX Vanguard Target Retirement 2060 Fund | 2.29% | 2.20% | 2.14% | 2.09% | 5.67% | 1.83% | 2.11% | 2.31% | 1.77% | 1.98% | 1.92% | 1.67% |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the NVDA+AVGO+MSFT+SCHD+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+SCHD+401k was 43.66%, occurring on Oct 14, 2022. Recovery took 153 trading sessions.
The current NVDA+AVGO+MSFT+SCHD+401k drawdown is 14.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.66% | Dec 28, 2021 | 202 | Oct 14, 2022 | 153 | May 25, 2023 | 355 |
| -34.37% | Jan 23, 2025 | 51 | Apr 4, 2025 | — | — | — |
| -34.36% | Feb 20, 2020 | 20 | Mar 18, 2020 | 53 | Jun 3, 2020 | 73 |
| -23.7% | Oct 2, 2018 | 58 | Dec 24, 2018 | 75 | Apr 12, 2019 | 133 |
| -23.41% | Jun 20, 2024 | 34 | Aug 7, 2024 | 45 | Oct 10, 2024 | 79 |
Volatility
Volatility Chart
The current NVDA+AVGO+MSFT+SCHD+401k volatility is 22.44%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| NVDA | AVGO | SCHD | MSFT | VTTSX | |
|---|---|---|---|---|---|
| NVDA | 1.00 | 0.59 | 0.41 | 0.56 | 0.58 |
| AVGO | 0.59 | 1.00 | 0.50 | 0.51 | 0.62 |
| SCHD | 0.41 | 0.50 | 1.00 | 0.53 | 0.83 |
| MSFT | 0.56 | 0.51 | 0.53 | 1.00 | 0.67 |
| VTTSX | 0.58 | 0.62 | 0.83 | 0.67 | 1.00 |