boardman lifetime 2023-05-05
seems wack to me. is it?
Asset Allocation
Transactions
Date | Type | Symbol | Quantity | Price |
---|---|---|---|---|
Apr 10, 2023 | Buy | VB | 6 | 185.99 |
Apr 10, 2023 | Buy | VO | 7 | 207.26 |
Apr 6, 2023 | Buy | Baillie Gifford Emerging Markets Equities Fund | 496.192 | $18.17 |
Apr 6, 2023 | Buy | DoubleLine Total Return Bond Fund Class I | 567.291 | $9.08 |
Apr 6, 2023 | Buy | DoubleLine Low Duration Bond Fund | 407.489 | $9.48 |
Apr 6, 2023 | Buy | Harbor Capital Appreciation Fund Class I | 122.21 | $73.77 |
Apr 6, 2023 | Sell | Invesco S&P 500® Quality ETF | 174 | $47.33 |
Apr 6, 2023 | Buy | Invesco S&P 500® Equal Weight ETF | 36 | $143.04 |
Apr 6, 2023 | Sell | SPLV | 89 | 63.36 |
Apr 6, 2023 | Sell | iShares Core U.S. Aggregate Bond ETF | 35 | $100.61 |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in boardman lifetime 2023-05-05, 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 By Period
Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | 13.39% | 4.02% | 5.56% | 21.51% | 12.69% | 10.55% |
boardman lifetime 2023-05-05 | 8.55% | 1.92% | 3.37% | 12.47% | N/A | N/A |
Portfolio components: | ||||||
VB | 4.89% | 0.99% | 0.40% | 15.04% | N/A | N/A |
MGGIX Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio | 11.24% | 1.04% | -0.15% | 23.03% | 10.49% | 13.10% |
ARKK ARK Innovation ETF | -20.58% | 0.73% | -18.05% | -4.78% | -0.38% | N/A |
SPHQ Invesco S&P 500® Quality ETF | 19.75% | 2.24% | 9.46% | 25.71% | 15.62% | 13.44% |
SPLV | 13.55% | 3.54% | 9.70% | 18.04% | N/A | N/A |
IVV iShares Core S&P 500 ETF | 14.47% | 1.84% | 6.31% | 23.13% | 14.51% | 12.55% |
AGG iShares Core U.S. Aggregate Bond ETF | 4.48% | 2.32% | 4.90% | 9.51% | 0.21% | 1.82% |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 4.55% | 3.29% | 5.36% | 12.14% | 0.64% | 2.83% |
VO | 7.88% | 2.04% | 2.68% | 16.72% | N/A | N/A |
IWM iShares Russell 2000 ETF | 4.14% | 0.49% | 1.05% | 14.59% | 8.18% | 7.52% |
IWL iShares Russell Top 200 ETF | 15.28% | 1.80% | 6.77% | 24.00% | 15.46% | 13.22% |
SCHD Schwab US Dividend Equity ETF | 9.70% | 2.22% | 6.48% | 15.56% | 12.41% | 11.31% |
VYM | 11.83% | 2.32% | 6.39% | 18.77% | N/A | N/A |
VEU | 7.19% | 2.57% | 3.08% | 15.44% | N/A | N/A |
IWF iShares Russell 1000 Growth ETF | 14.45% | 1.03% | 4.86% | 25.11% | 17.23% | 15.29% |
VWO | 6.35% | 0.14% | 4.67% | 11.97% | N/A | N/A |
COWZ Pacer US Cash Cows 100 ETF | 7.34% | 0.80% | 1.10% | 10.71% | 16.74% | N/A |
PFF iShares Preferred and Income Securities ETF | 8.10% | 2.96% | 3.49% | 13.37% | 2.57% | 3.74% |
SHY iShares 1-3 Year Treasury Bond ETF | 3.76% | 0.96% | 3.46% | 6.45% | 1.30% | 1.26% |
BGELX Baillie Gifford Emerging Markets Equities Fund | 5.98% | -0.60% | 3.49% | 10.90% | 3.36% | N/A |
DBLTX DoubleLine Total Return Bond Fund Class I | 6.06% | 2.34% | 5.95% | 10.83% | 0.30% | 1.92% |
DBLSX DoubleLine Low Duration Bond Fund | 4.64% | 0.88% | 3.57% | 7.60% | 2.41% | 2.37% |
HACAX Harbor Capital Appreciation Fund Class I | 13.56% | 1.03% | 0.30% | 25.67% | 16.29% | 14.68% |
RSP Invesco S&P 500® Equal Weight ETF | 8.90% | 2.50% | 3.83% | 17.35% | 11.62% | 10.07% |
IWD iShares Russell 1000 Value ETF | 11.43% | 2.72% | 5.79% | 18.31% | 9.88% | 8.42% |
MDIJX MFS International Diversification Fund | 8.96% | 3.33% | 5.03% | 15.64% | 7.01% | 6.16% |
VHT | 12.99% | 2.98% | 5.49% | 17.97% | N/A | N/A |
Monthly Returns
The table below presents the monthly returns of boardman lifetime 2023-05-05, 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.23% | 3.18% | 3.64% | -2.90% | 3.22% | -0.32% | 2.50% | 2.42% | 8.55% | ||||
2023 | 4.99% | -3.83% | 1.52% | 1.68% | -3.23% | 5.09% | 2.76% | -2.35% | -3.62% | -3.00% | 6.27% | 3.15% | 9.00% |
2022 | 4.02% | 0.13% | -0.01% | 1.27% | 2.86% | -7.00% | 0.98% | -3.05% | -8.73% | 3.93% | 10.73% | -0.60% | 3.14% |
2021 | -15.21% | 5.46% | -3.99% | 1.82% | 9.50% | -4.28% |
Expense Ratio
Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of boardman lifetime 2023-05-05 is 25, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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 | |
---|---|---|---|---|---|
VB | 0.77 | 1.19 | 1.14 | 0.57 | 3.46 |
MGGIX Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio | 1.27 | 1.82 | 1.23 | 0.64 | 5.90 |
ARKK ARK Innovation ETF | -0.14 | 0.05 | 1.01 | -0.07 | -0.35 |
SPHQ Invesco S&P 500® Quality ETF | 2.04 | 2.84 | 1.36 | 2.99 | 11.62 |
SPLV | 2.00 | 2.76 | 1.36 | 1.35 | 9.00 |
IVV iShares Core S&P 500 ETF | 1.82 | 2.48 | 1.33 | 1.98 | 8.80 |
AGG iShares Core U.S. Aggregate Bond ETF | 1.53 | 2.23 | 1.27 | 0.58 | 5.84 |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 1.53 | 2.26 | 1.26 | 0.56 | 5.50 |
VO | 1.20 | 1.74 | 1.21 | 0.71 | 5.28 |
IWM iShares Russell 2000 ETF | 0.62 | 1.03 | 1.12 | 0.42 | 2.80 |
IWL iShares Russell Top 200 ETF | 1.82 | 2.47 | 1.33 | 2.18 | 9.11 |
SCHD Schwab US Dividend Equity ETF | 1.35 | 2.00 | 1.24 | 1.21 | 5.35 |
VYM | 1.75 | 2.48 | 1.31 | 1.94 | 7.33 |
VEU | 1.16 | 1.67 | 1.21 | 0.83 | 5.71 |
IWF iShares Russell 1000 Growth ETF | 1.46 | 1.98 | 1.26 | 1.56 | 6.83 |
VWO | 0.82 | 1.22 | 1.14 | 0.46 | 4.11 |
COWZ Pacer US Cash Cows 100 ETF | 0.79 | 1.24 | 1.14 | 1.36 | 3.10 |
PFF iShares Preferred and Income Securities ETF | 1.53 | 2.19 | 1.29 | 0.67 | 6.25 |
SHY iShares 1-3 Year Treasury Bond ETF | 3.38 | 5.73 | 1.75 | 2.03 | 24.47 |
BGELX Baillie Gifford Emerging Markets Equities Fund | 0.59 | 0.91 | 1.11 | 0.28 | 2.45 |
DBLTX DoubleLine Total Return Bond Fund Class I | 1.71 | 2.47 | 1.30 | 0.69 | 6.87 |
DBLSX DoubleLine Low Duration Bond Fund | 5.62 | 10.42 | 2.81 | 18.52 | 86.40 |
HACAX Harbor Capital Appreciation Fund Class I | 1.33 | 1.86 | 1.24 | 0.96 | 6.13 |
RSP Invesco S&P 500® Equal Weight ETF | 1.36 | 1.96 | 1.24 | 1.06 | 5.58 |
IWD iShares Russell 1000 Value ETF | 1.60 | 2.26 | 1.28 | 1.46 | 6.54 |
MDIJX MFS International Diversification Fund | 1.31 | 1.85 | 1.23 | 0.79 | 6.05 |
VHT | 1.62 | 2.25 | 1.29 | 1.25 | 6.74 |
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 boardman lifetime 2023-05-05. 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 boardman lifetime 2023-05-05 was 17.71%, occurring on Sep 7, 2021. Recovery took 89 trading sessions.
The current boardman lifetime 2023-05-05 drawdown is 3.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-17.71% | Aug 20, 2021 | 12 | Sep 7, 2021 | 89 | Jan 12, 2022 | 101 |
-17.29% | May 31, 2022 | 83 | Sep 27, 2022 | 83 | Jan 26, 2023 | 166 |
-9.4% | Aug 1, 2023 | 63 | Oct 27, 2023 | 33 | Dec 14, 2023 | 96 |
-7.29% | Jan 27, 2023 | 33 | Mar 15, 2023 | 64 | Jun 15, 2023 | 97 |
-5.51% | Feb 4, 2022 | 22 | Mar 8, 2022 | 30 | Apr 20, 2022 | 52 |
Volatility
Volatility Chart
The current boardman lifetime 2023-05-05 volatility is 3.50%, 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
DBLSX | SHY | DBLTX | AGG | LQD | SPLV | BGELX | VWO | VHT | PFF | ARKK | COWZ | HACAX | MGGIX | SCHD | VYM | MDIJX | IWF | VEU | IWM | SPHQ | IWL | IWD | VB | IVV | RSP | VO | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBLSX | 1.00 | 0.77 | 0.75 | 0.74 | 0.66 | 0.15 | 0.11 | 0.15 | 0.13 | 0.32 | 0.18 | 0.06 | 0.13 | 0.17 | 0.11 | 0.09 | 0.22 | 0.14 | 0.19 | 0.14 | 0.11 | 0.14 | 0.12 | 0.13 | 0.14 | 0.14 | 0.15 |
SHY | 0.77 | 1.00 | 0.83 | 0.83 | 0.72 | 0.17 | 0.09 | 0.12 | 0.17 | 0.34 | 0.17 | 0.07 | 0.12 | 0.16 | 0.12 | 0.09 | 0.19 | 0.13 | 0.18 | 0.14 | 0.10 | 0.13 | 0.12 | 0.13 | 0.13 | 0.14 | 0.15 |
DBLTX | 0.75 | 0.83 | 1.00 | 0.97 | 0.88 | 0.18 | 0.08 | 0.11 | 0.15 | 0.41 | 0.18 | 0.05 | 0.11 | 0.15 | 0.09 | 0.07 | 0.18 | 0.12 | 0.17 | 0.13 | 0.08 | 0.11 | 0.10 | 0.13 | 0.12 | 0.13 | 0.14 |
AGG | 0.74 | 0.83 | 0.97 | 1.00 | 0.95 | 0.25 | 0.13 | 0.16 | 0.22 | 0.48 | 0.23 | 0.11 | 0.18 | 0.21 | 0.16 | 0.15 | 0.25 | 0.19 | 0.24 | 0.20 | 0.15 | 0.19 | 0.18 | 0.20 | 0.19 | 0.21 | 0.22 |
LQD | 0.66 | 0.72 | 0.88 | 0.95 | 1.00 | 0.34 | 0.24 | 0.26 | 0.32 | 0.57 | 0.34 | 0.24 | 0.31 | 0.33 | 0.29 | 0.28 | 0.37 | 0.33 | 0.35 | 0.33 | 0.30 | 0.33 | 0.32 | 0.33 | 0.34 | 0.35 | 0.36 |
SPLV | 0.15 | 0.17 | 0.18 | 0.25 | 0.34 | 1.00 | 0.33 | 0.35 | 0.75 | 0.52 | 0.32 | 0.60 | 0.42 | 0.39 | 0.79 | 0.81 | 0.53 | 0.49 | 0.53 | 0.55 | 0.63 | 0.61 | 0.78 | 0.59 | 0.64 | 0.74 | 0.68 |
BGELX | 0.11 | 0.09 | 0.08 | 0.13 | 0.24 | 0.33 | 1.00 | 0.93 | 0.44 | 0.48 | 0.61 | 0.60 | 0.66 | 0.74 | 0.55 | 0.57 | 0.82 | 0.65 | 0.85 | 0.65 | 0.66 | 0.66 | 0.62 | 0.66 | 0.67 | 0.65 | 0.67 |
VWO | 0.15 | 0.12 | 0.11 | 0.16 | 0.26 | 0.35 | 0.93 | 1.00 | 0.45 | 0.49 | 0.60 | 0.60 | 0.63 | 0.71 | 0.56 | 0.58 | 0.82 | 0.62 | 0.88 | 0.64 | 0.64 | 0.64 | 0.62 | 0.65 | 0.65 | 0.65 | 0.66 |
VHT | 0.13 | 0.17 | 0.15 | 0.22 | 0.32 | 0.75 | 0.44 | 0.45 | 1.00 | 0.53 | 0.55 | 0.63 | 0.60 | 0.58 | 0.73 | 0.72 | 0.60 | 0.64 | 0.60 | 0.67 | 0.70 | 0.71 | 0.76 | 0.68 | 0.72 | 0.75 | 0.73 |
PFF | 0.32 | 0.34 | 0.41 | 0.48 | 0.57 | 0.52 | 0.48 | 0.49 | 0.53 | 1.00 | 0.58 | 0.59 | 0.57 | 0.61 | 0.60 | 0.60 | 0.63 | 0.59 | 0.63 | 0.67 | 0.59 | 0.61 | 0.66 | 0.69 | 0.64 | 0.68 | 0.69 |
ARKK | 0.18 | 0.17 | 0.18 | 0.23 | 0.34 | 0.32 | 0.61 | 0.60 | 0.55 | 0.58 | 1.00 | 0.57 | 0.78 | 0.84 | 0.53 | 0.52 | 0.61 | 0.76 | 0.64 | 0.80 | 0.65 | 0.72 | 0.62 | 0.79 | 0.72 | 0.69 | 0.77 |
COWZ | 0.06 | 0.07 | 0.05 | 0.11 | 0.24 | 0.60 | 0.60 | 0.60 | 0.63 | 0.59 | 0.57 | 1.00 | 0.60 | 0.62 | 0.87 | 0.89 | 0.69 | 0.64 | 0.74 | 0.85 | 0.79 | 0.73 | 0.90 | 0.88 | 0.77 | 0.89 | 0.86 |
HACAX | 0.13 | 0.12 | 0.11 | 0.18 | 0.31 | 0.42 | 0.66 | 0.63 | 0.60 | 0.57 | 0.78 | 0.60 | 1.00 | 0.90 | 0.59 | 0.59 | 0.71 | 0.98 | 0.72 | 0.75 | 0.86 | 0.94 | 0.68 | 0.76 | 0.92 | 0.75 | 0.81 |
MGGIX | 0.17 | 0.16 | 0.15 | 0.21 | 0.33 | 0.39 | 0.74 | 0.71 | 0.58 | 0.61 | 0.84 | 0.62 | 0.90 | 1.00 | 0.59 | 0.58 | 0.76 | 0.87 | 0.78 | 0.78 | 0.79 | 0.84 | 0.69 | 0.79 | 0.84 | 0.76 | 0.82 |
SCHD | 0.11 | 0.12 | 0.09 | 0.16 | 0.29 | 0.79 | 0.55 | 0.56 | 0.73 | 0.60 | 0.53 | 0.87 | 0.59 | 0.59 | 1.00 | 0.97 | 0.70 | 0.65 | 0.73 | 0.80 | 0.82 | 0.77 | 0.95 | 0.84 | 0.81 | 0.92 | 0.86 |
VYM | 0.09 | 0.09 | 0.07 | 0.15 | 0.28 | 0.81 | 0.57 | 0.58 | 0.72 | 0.60 | 0.52 | 0.89 | 0.59 | 0.58 | 0.97 | 1.00 | 0.71 | 0.65 | 0.75 | 0.81 | 0.83 | 0.78 | 0.97 | 0.84 | 0.82 | 0.93 | 0.86 |
MDIJX | 0.22 | 0.19 | 0.18 | 0.25 | 0.37 | 0.53 | 0.82 | 0.82 | 0.60 | 0.63 | 0.61 | 0.69 | 0.71 | 0.76 | 0.70 | 0.71 | 1.00 | 0.72 | 0.96 | 0.73 | 0.76 | 0.76 | 0.77 | 0.76 | 0.78 | 0.79 | 0.79 |
IWF | 0.14 | 0.13 | 0.12 | 0.19 | 0.33 | 0.49 | 0.65 | 0.62 | 0.64 | 0.59 | 0.76 | 0.64 | 0.98 | 0.87 | 0.65 | 0.65 | 0.72 | 1.00 | 0.73 | 0.76 | 0.90 | 0.97 | 0.73 | 0.78 | 0.96 | 0.80 | 0.84 |
VEU | 0.19 | 0.18 | 0.17 | 0.24 | 0.35 | 0.53 | 0.85 | 0.88 | 0.60 | 0.63 | 0.64 | 0.74 | 0.72 | 0.78 | 0.73 | 0.75 | 0.96 | 0.73 | 1.00 | 0.77 | 0.78 | 0.78 | 0.80 | 0.79 | 0.79 | 0.81 | 0.81 |
IWM | 0.14 | 0.14 | 0.13 | 0.20 | 0.33 | 0.55 | 0.65 | 0.64 | 0.67 | 0.67 | 0.80 | 0.85 | 0.75 | 0.78 | 0.80 | 0.81 | 0.73 | 0.76 | 0.77 | 1.00 | 0.80 | 0.80 | 0.87 | 0.99 | 0.83 | 0.91 | 0.93 |
SPHQ | 0.11 | 0.10 | 0.08 | 0.15 | 0.30 | 0.63 | 0.66 | 0.64 | 0.70 | 0.59 | 0.65 | 0.79 | 0.86 | 0.79 | 0.82 | 0.83 | 0.76 | 0.90 | 0.78 | 0.80 | 1.00 | 0.95 | 0.87 | 0.84 | 0.96 | 0.89 | 0.89 |
IWL | 0.14 | 0.13 | 0.11 | 0.19 | 0.33 | 0.61 | 0.66 | 0.64 | 0.71 | 0.61 | 0.72 | 0.73 | 0.94 | 0.84 | 0.77 | 0.78 | 0.76 | 0.97 | 0.78 | 0.80 | 0.95 | 1.00 | 0.83 | 0.83 | 0.99 | 0.87 | 0.88 |
IWD | 0.12 | 0.12 | 0.10 | 0.18 | 0.32 | 0.78 | 0.62 | 0.62 | 0.76 | 0.66 | 0.62 | 0.90 | 0.68 | 0.69 | 0.95 | 0.97 | 0.77 | 0.73 | 0.80 | 0.87 | 0.87 | 0.83 | 1.00 | 0.91 | 0.87 | 0.98 | 0.93 |
VB | 0.13 | 0.13 | 0.13 | 0.20 | 0.33 | 0.59 | 0.66 | 0.65 | 0.68 | 0.69 | 0.79 | 0.88 | 0.76 | 0.79 | 0.84 | 0.84 | 0.76 | 0.78 | 0.79 | 0.99 | 0.84 | 0.83 | 0.91 | 1.00 | 0.86 | 0.95 | 0.96 |
IVV | 0.14 | 0.13 | 0.12 | 0.19 | 0.34 | 0.64 | 0.67 | 0.65 | 0.72 | 0.64 | 0.72 | 0.77 | 0.92 | 0.84 | 0.81 | 0.82 | 0.78 | 0.96 | 0.79 | 0.83 | 0.96 | 0.99 | 0.87 | 0.86 | 1.00 | 0.91 | 0.92 |
RSP | 0.14 | 0.14 | 0.13 | 0.21 | 0.35 | 0.74 | 0.65 | 0.65 | 0.75 | 0.68 | 0.69 | 0.89 | 0.75 | 0.76 | 0.92 | 0.93 | 0.79 | 0.80 | 0.81 | 0.91 | 0.89 | 0.87 | 0.98 | 0.95 | 0.91 | 1.00 | 0.98 |
VO | 0.15 | 0.15 | 0.14 | 0.22 | 0.36 | 0.68 | 0.67 | 0.66 | 0.73 | 0.69 | 0.77 | 0.86 | 0.81 | 0.82 | 0.86 | 0.86 | 0.79 | 0.84 | 0.81 | 0.93 | 0.89 | 0.88 | 0.93 | 0.96 | 0.92 | 0.98 | 1.00 |