LOW+AVGO+MSFT+QQQ+401k
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AVGO Broadcom Inc. | Technology | 16.03% |
LOW Lowe's Companies, Inc. | Consumer Cyclical | 5.62% |
MSFT Microsoft Corporation | Technology | 19.15% |
QQQ Invesco QQQ | Large Cap Blend 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 17, 2025, the LOW+AVGO+MSFT+QQQ+401k returned 4.88% Year-To-Date and 18.65% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.30% | 12.79% | 1.49% | 12.35% | 15.12% | 10.89% |
| LOW+AVGO+MSFT+QQQ+401k | 4.88% | 17.56% | 11.90% | 21.06% | 22.47% | 18.69% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 8.19% | 23.74% | 10.10% | 8.93% | 20.86% | 27.20% |
AVGO Broadcom Inc. | -1.09% | 33.70% | 39.48% | 65.85% | 57.08% | 36.89% |
QQQ Invesco QQQ | 2.16% | 17.43% | 5.35% | 16.14% | 18.86% | 17.81% |
LOW Lowe's Companies, Inc. | -4.18% | 7.52% | -12.21% | 3.26% | 17.07% | 15.20% |
VTTSX Vanguard Target Retirement 2060 Fund | 5.48% | 10.01% | 5.29% | 11.34% | 11.83% | 8.26% |
Monthly Returns
The table below presents the monthly returns of LOW+AVGO+MSFT+QQQ+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 | 0.93% | -3.05% | -6.22% | 3.80% | 10.11% | 4.88% | |||||||
| 2024 | 2.04% | 5.70% | 2.50% | -4.46% | 4.23% | 6.49% | 0.20% | 1.42% | 3.51% | -2.63% | 2.74% | 4.78% | 29.27% |
| 2023 | 6.38% | -1.02% | 6.88% | 1.76% | 6.40% | 5.97% | 2.59% | -1.49% | -5.35% | -0.41% | 9.67% | 6.87% | 44.19% |
| 2022 | -7.10% | -2.87% | 2.64% | -9.28% | 0.26% | -8.91% | 8.79% | -4.73% | -9.45% | 4.17% | 9.55% | -4.17% | -21.24% |
| 2021 | 1.45% | 1.54% | 2.54% | 3.85% | 0.77% | 3.43% | 1.96% | 3.49% | -4.12% | 8.97% | 0.23% | 4.29% | 31.76% |
| 2020 | 0.83% | -6.84% | -10.18% | 12.95% | 6.15% | 6.02% | 3.95% | 8.12% | -2.34% | -2.94% | 10.09% | 5.16% | 32.30% |
| 2019 | 6.32% | 3.95% | 4.00% | 5.43% | -8.88% | 8.18% | 0.92% | -0.53% | 0.75% | 3.39% | 4.41% | 2.98% | 34.29% |
| 2018 | 5.74% | -3.04% | -2.43% | 0.02% | 4.79% | -0.48% | 1.95% | 3.01% | 2.59% | -8.12% | 2.46% | -4.61% | 0.96% |
| 2017 | 4.84% | 2.79% | 2.63% | 2.16% | 2.75% | -0.76% | 3.62% | 1.26% | 0.57% | 5.20% | 2.56% | 0.43% | 31.74% |
| 2016 | -4.92% | -2.26% | 8.87% | -2.69% | 3.42% | -0.90% | 5.74% | 1.75% | 0.01% | -0.91% | 1.25% | 2.31% | 11.45% |
| 2015 | -3.15% | 9.57% | -1.98% | 3.16% | 3.67% | -4.34% | 1.37% | -4.79% | -1.36% | 8.36% | 1.92% | 1.17% | 13.20% |
| 2014 | -1.24% | 5.68% | 1.85% | -0.66% | 3.88% | 2.25% | -0.50% | 6.68% | 0.28% | 1.74% | 3.83% | 0.48% | 26.73% |
Expense Ratio
LOW+AVGO+MSFT+QQQ+401k has an expense ratio of 0.07%, 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 LOW+AVGO+MSFT+QQQ+401k is 67, 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 | 0.34 | 0.75 | 1.10 | 0.43 | 0.94 |
AVGO Broadcom Inc. | 1.02 | 1.83 | 1.24 | 1.64 | 4.54 |
QQQ Invesco QQQ | 0.64 | 1.12 | 1.16 | 0.78 | 2.53 |
LOW Lowe's Companies, Inc. | 0.11 | 0.35 | 1.04 | 0.12 | 0.28 |
VTTSX Vanguard Target Retirement 2060 Fund | 0.76 | 1.22 | 1.17 | 0.86 | 3.78 |
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Dividends
Dividend yield
LOW+AVGO+MSFT+QQQ+401k provided a 1.38% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.38% | 1.42% | 1.56% | 1.84% | 1.47% | 1.52% | 1.94% | 2.08% | 1.65% | 1.81% | 1.67% | 1.68% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.71% | 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. | 0.98% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% | 1.22% |
QQQ Invesco QQQ | 0.57% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
LOW Lowe's Companies, Inc. | 1.96% | 1.82% | 1.93% | 1.86% | 1.08% | 1.40% | 1.72% | 1.93% | 1.64% | 1.77% | 1.34% | 1.19% |
VTTSX Vanguard Target Retirement 2060 Fund | 2.03% | 2.14% | 2.14% | 2.09% | 1.95% | 1.57% | 2.11% | 2.30% | 1.77% | 1.98% | 1.85% | 1.65% |
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 LOW+AVGO+MSFT+QQQ+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 LOW+AVGO+MSFT+QQQ+401k was 31.67%, occurring on Mar 23, 2020. Recovery took 55 trading sessions.
The current LOW+AVGO+MSFT+QQQ+401k drawdown is 0.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.67% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -30.63% | Dec 28, 2021 | 202 | Oct 14, 2022 | 167 | Jun 15, 2023 | 369 |
| -20.24% | Dec 17, 2024 | 76 | Apr 8, 2025 | — | — | — |
| -16.09% | Oct 2, 2018 | 58 | Dec 24, 2018 | 55 | Mar 15, 2019 | 113 |
| -14.13% | Dec 30, 2015 | 30 | Feb 11, 2016 | 34 | Apr 1, 2016 | 64 |
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 | LOW | AVGO | MSFT | VTTSX | QQQ | Portfolio | |
|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.58 | 0.64 | 0.72 | 0.96 | 0.90 | 0.91 |
| LOW | 0.58 | 1.00 | 0.36 | 0.38 | 0.57 | 0.50 | 0.56 |
| AVGO | 0.64 | 0.36 | 1.00 | 0.52 | 0.62 | 0.70 | 0.82 |
| MSFT | 0.72 | 0.38 | 0.52 | 1.00 | 0.67 | 0.79 | 0.82 |
| VTTSX | 0.96 | 0.57 | 0.62 | 0.67 | 1.00 | 0.86 | 0.89 |
| QQQ | 0.90 | 0.50 | 0.70 | 0.79 | 0.86 | 1.00 | 0.93 |
| Portfolio | 0.91 | 0.56 | 0.82 | 0.82 | 0.89 | 0.93 | 1.00 |