Dynamic Duo + Reit
VOO 70/AAPL/VNQ/NEE 10 each 58,409 with nice 2.20 yield
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 70% |
AAPL Apple Inc. | Technology | 10% |
NEE NextEra Energy, Inc. | Utilities | 10% |
VNQ Vanguard Real Estate ETF | REIT | 10% |
Performance
The chart shows the growth of an initial investment of $10,000 in Dynamic Duo + Reit, 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 Quarterly
Returns
As of Jun 3, 2023, the Dynamic Duo + Reit returned 11.38% Year-To-Date and 14.15% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 4.68% | 11.53% | 5.17% | 2.53% | 9.39% | 10.14% |
| Dynamic Duo + Reit | 4.26% | 11.38% | 4.99% | 3.51% | 13.50% | 14.15% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | 4.90% | 12.39% | 6.09% | 4.30% | 11.31% | 12.23% |
AAPL Apple Inc. | 8.21% | 39.67% | 22.78% | 20.38% | 31.86% | 29.27% |
NEE NextEra Energy, Inc. | -1.41% | -10.52% | -12.20% | -3.79% | 15.31% | 17.48% |
VNQ Vanguard Real Estate ETF | 1.24% | 0.37% | -4.20% | -14.26% | 4.51% | 5.70% |
| Returns over 1 year are annualized | ||||||
Asset Correlations Table
| NEE | AAPL | VNQ | VOO | |
|---|---|---|---|---|
| NEE | 1.00 | 0.23 | 0.53 | 0.43 |
| AAPL | 0.23 | 1.00 | 0.35 | 0.63 |
| VNQ | 0.53 | 0.35 | 1.00 | 0.65 |
| VOO | 0.43 | 0.63 | 0.65 | 1.00 |
Dividend yield
Dynamic Duo + Reit granted a 2.24% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dynamic Duo + Reit | 2.24% | 1.86% | 1.38% | 1.79% | 2.10% | 2.57% | 2.32% | 2.73% | 2.77% | 2.53% | 2.78% | 2.95% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.89% | 1.70% | 1.27% | 1.60% | 1.99% | 2.22% | 1.95% | 2.25% | 2.40% | 2.16% | 2.18% | 2.64% |
AAPL Apple Inc. | 0.76% | 0.70% | 0.49% | 0.62% | 1.06% | 1.86% | 1.53% | 2.06% | 2.11% | 1.86% | 2.39% | 1.16% |
NEE NextEra Energy, Inc. | 3.57% | 2.06% | 1.71% | 1.91% | 2.22% | 2.82% | 2.85% | 3.39% | 3.55% | 3.37% | 3.93% | 4.57% |
VNQ Vanguard Real Estate ETF | 4.88% | 3.95% | 2.68% | 4.23% | 3.81% | 5.51% | 5.15% | 6.12% | 5.22% | 4.99% | 6.23% | 5.35% |
Expense Ratio
The Dynamic Duo + Reit has an expense ratio of 0.03% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
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 | Ulcer Index | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.30 | ||||
AAPL Apple Inc. | 0.72 | ||||
NEE NextEra Energy, Inc. | -0.03 | ||||
VNQ Vanguard Real Estate ETF | -0.54 |
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 Dynamic Duo + Reit. 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 Dynamic Duo + Reit is 34.48%, recorded on Mar 23, 2020. It took 91 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.48% | Feb 18, 2020 | 25 | Mar 23, 2020 | 91 | Jul 31, 2020 | 116 |
| -24.57% | Jan 4, 2022 | 195 | Oct 12, 2022 | — | — | — |
| -18.01% | Oct 4, 2018 | 56 | Dec 24, 2018 | 59 | Mar 21, 2019 | 115 |
| -16.07% | Jul 25, 2011 | 11 | Aug 8, 2011 | 112 | Jan 18, 2012 | 123 |
| -11.75% | Jul 21, 2015 | 143 | Feb 11, 2016 | 32 | Mar 30, 2016 | 175 |
Volatility Chart
The current Dynamic Duo + Reit volatility is 3.66%, 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.