ETF Long Term Portfolio
Use these funds and re-balance them. Is there a way to exclude a couple of the funds at certain re-balance times and add back in when appropriate?
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund | Foreign Large Cap Equities | 10% |
GLD SPDR Gold Trust | Precious Metals, Gold | 10% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | Large Cap Blend Equities | 40% |
VGT Vanguard Information Technology ETF | Technology Equities | 40% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in ETF Long Term Portfolio, 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 7, 2016, corresponding to the inception date of DDWM
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -2.88% | -4.53% | -0.18% | 9.77% | 17.66% | 10.76% |
| ETF Long Term Portfolio | -5.50% | -5.69% | -2.30% | 7.90% | 19.86% | N/A |
| Portfolio components: | ||||||
VGT Vanguard Information Technology ETF | -9.31% | -8.31% | -3.01% | 8.09% | 23.08% | 19.48% |
GLD SPDR Gold Trust | 14.91% | 2.22% | 13.23% | 37.99% | 12.87% | 9.25% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | -3.64% | -3.55% | -4.60% | 2.82% | 17.32% | 12.99% |
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund | 8.41% | 2.42% | 5.78% | 13.00% | 15.24% | N/A |
Monthly Returns
The table below presents the monthly returns of ETF Long Term Portfolio, 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 | 1.02% | -2.75% | -5.50% | ||||||||||
| 2024 | 0.38% | 4.30% | 2.70% | -4.78% | 5.18% | 4.43% | 1.26% | 2.33% | 2.15% | -1.29% | 5.20% | -1.55% | 21.67% |
| 2023 | 10.14% | -1.27% | 7.24% | 0.44% | 4.19% | 5.85% | 3.36% | -2.73% | -5.78% | -2.37% | 11.05% | 5.71% | 40.24% |
| 2022 | -5.27% | -2.58% | 2.52% | -9.33% | -0.98% | -8.17% | 10.62% | -5.13% | -10.33% | 6.52% | 7.00% | -6.15% | -21.48% |
| 2021 | -0.81% | 2.65% | 2.76% | 4.53% | 0.49% | 3.73% | 2.68% | 2.44% | -4.97% | 5.97% | 0.33% | 3.46% | 25.34% |
| 2020 | 1.40% | -6.85% | -10.61% | 13.11% | 5.96% | 3.94% | 4.74% | 8.07% | -4.29% | -3.47% | 12.03% | 4.72% | 29.05% |
| 2019 | 8.06% | 4.90% | 1.82% | 4.96% | -7.56% | 7.75% | 2.79% | -1.64% | 2.10% | 3.71% | 4.17% | 3.03% | 38.65% |
| 2018 | 7.05% | -3.18% | -2.85% | 0.70% | 3.32% | 0.33% | 2.91% | 4.52% | 0.65% | -6.64% | 1.25% | -7.63% | -0.63% |
| 2017 | 3.50% | 4.57% | 0.99% | 2.08% | 2.18% | -0.08% | 2.43% | 1.35% | 1.04% | 3.37% | 2.22% | 0.96% | 27.47% |
| 2016 | -0.22% | 2.65% | 6.42% | 0.95% | 2.51% | -1.08% | 5.86% | 1.03% | 0.45% | -1.50% | 1.59% | 0.98% | 21.10% |
Expense Ratio
ETF Long Term Portfolio features an expense ratio of 0.31%, falling within the medium range. 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 ETF Long Term Portfolio is 36, 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 | |
|---|---|---|---|---|---|
VGT Vanguard Information Technology ETF | 0.30 | 0.55 | 1.07 | 0.46 | 1.29 |
GLD SPDR Gold Trust | 2.52 | 3.23 | 1.43 | 4.79 | 12.97 |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.18 | 0.34 | 1.04 | 0.23 | 0.63 |
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund | 1.18 | 1.66 | 1.21 | 1.74 | 5.16 |
Dividends
Dividend yield
ETF Long Term Portfolio provided a 1.07% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.07% | 1.14% | 1.05% | 1.29% | 1.06% | 1.26% | 1.33% | 1.67% | 1.09% | 1.39% | 1.37% | 0.98% |
| Portfolio components: | ||||||||||||
VGT Vanguard Information Technology ETF | 0.57% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
GLD SPDR Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 1.42% | 1.37% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% |
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund | 2.77% | 3.57% | 4.46% | 4.28% | 3.73% | 3.52% | 3.63% | 4.40% | 2.65% | 4.00% | 0.00% | 0.00% |
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 ETF Long Term Portfolio. 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 ETF Long Term Portfolio was 30.62%, occurring on Mar 23, 2020. Recovery took 72 trading sessions.
The current ETF Long Term Portfolio drawdown is 6.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.62% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -28.67% | Dec 28, 2021 | 202 | Oct 14, 2022 | 167 | Jun 15, 2023 | 369 |
| -17.85% | Oct 4, 2018 | 56 | Dec 24, 2018 | 55 | Mar 15, 2019 | 111 |
| -12.26% | Jul 20, 2023 | 71 | Oct 27, 2023 | 29 | Dec 8, 2023 | 100 |
| -11.24% | Jan 24, 2025 | 34 | Mar 13, 2025 | — | — | — |
Volatility
Volatility Chart
The current ETF Long Term Portfolio volatility is 6.81%, 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
| GLD | DDWM | VGT | MOAT | |
|---|---|---|---|---|
| GLD | 1.00 | 0.06 | 0.03 | 0.03 |
| DDWM | 0.06 | 1.00 | 0.63 | 0.71 |
| VGT | 0.03 | 0.63 | 1.00 | 0.74 |
| MOAT | 0.03 | 0.71 | 0.74 | 1.00 |