Nomadic Warrior Investments
Asset Allocation
Performance
Performance Chart
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The earliest data available for this chart is Oct 13, 2020, corresponding to the inception date of QQQM
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| Nomadic Warrior Investments | -4.53% | 9.23% | -6.20% | 7.01% | N/A | N/A |
| Portfolio components: | ||||||
ONEQ Fidelity NASDAQ Composite Index Tracking Stock | -7.10% | 9.50% | -6.87% | 10.41% | 15.45% | 14.83% |
FBND Fidelity Total Bond ETF | 2.24% | 1.34% | 1.28% | 5.91% | 0.74% | 2.26% |
SOXX iShares PHLX Semiconductor ETF | -9.89% | 15.02% | -15.93% | -11.36% | 20.42% | 21.26% |
IVW iShares S&P 500 Growth ETF | -4.29% | 9.39% | -3.80% | 15.12% | 15.91% | 14.19% |
FDVV Fidelity High Dividend ETF | -1.30% | 7.74% | -4.45% | 10.04% | 17.80% | N/A |
QQQM Invesco NASDAQ 100 ETF | -4.36% | 9.37% | -4.75% | 11.16% | N/A | N/A |
Monthly Returns
The table below presents the monthly returns of Nomadic Warrior Investments, 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 | 1.62% | -1.92% | -6.49% | -0.21% | 2.66% | -4.53% | |||||||
| 2024 | 1.48% | 5.72% | 2.53% | -3.85% | 6.47% | 4.71% | -0.54% | 1.10% | 1.88% | -1.64% | 3.97% | -0.58% | 22.82% |
| 2023 | 9.26% | -1.15% | 6.09% | -0.53% | 4.98% | 5.80% | 3.81% | -1.98% | -5.13% | -3.04% | 10.14% | 6.34% | 38.78% |
| 2022 | -6.88% | -2.73% | 2.94% | -11.32% | 0.85% | -9.84% | 11.37% | -5.24% | -10.28% | 4.43% | 7.86% | -7.27% | -25.65% |
| 2021 | 0.65% | 2.20% | 2.22% | 4.02% | 0.26% | 4.22% | 1.83% | 2.95% | -4.58% | 6.48% | 2.50% | 2.30% | 27.66% |
| 2020 | -6.87% | 11.77% | 4.60% | 8.88% |
Expense Ratio
Nomadic Warrior Investments has an expense ratio of 0.27%, 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 Nomadic Warrior Investments is 19, meaning it’s performing worse than 81% of other portfolios on our website when it comes to balancing risk and reward. Below is 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 | |
|---|---|---|---|---|---|
ONEQ Fidelity NASDAQ Composite Index Tracking Stock | 0.41 | 0.74 | 1.10 | 0.43 | 1.43 |
FBND Fidelity Total Bond ETF | 1.05 | 1.54 | 1.18 | 0.62 | 3.02 |
SOXX iShares PHLX Semiconductor ETF | -0.24 | -0.07 | 0.99 | -0.26 | -0.59 |
IVW iShares S&P 500 Growth ETF | 0.62 | 1.01 | 1.14 | 0.70 | 2.34 |
FDVV Fidelity High Dividend ETF | 0.65 | 1.08 | 1.16 | 0.72 | 3.05 |
QQQM Invesco NASDAQ 100 ETF | 0.46 | 0.82 | 1.11 | 0.51 | 1.67 |
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Dividends
Dividend yield
Nomadic Warrior Investments provided a 1.48% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.48% | 1.43% | 1.67% | 1.64% | 1.04% | 1.45% | 1.81% | 1.69% | 1.46% | 1.14% | 1.02% | 0.81% |
| Portfolio components: | ||||||||||||
ONEQ Fidelity NASDAQ Composite Index Tracking Stock | 0.68% | 0.65% | 0.71% | 0.97% | 0.54% | 0.71% | 1.64% | 1.08% | 0.84% | 1.12% | 1.04% | 1.19% |
FBND Fidelity Total Bond ETF | 4.66% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% | 0.66% |
SOXX iShares PHLX Semiconductor ETF | 0.76% | 0.67% | 0.78% | 1.25% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% | 1.56% |
IVW iShares S&P 500 Growth ETF | 0.47% | 0.43% | 1.03% | 0.89% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% | 1.37% |
FDVV Fidelity High Dividend ETF | 3.10% | 2.94% | 3.77% | 3.44% | 2.70% | 3.19% | 3.93% | 4.05% | 3.63% | 1.04% | 0.00% | 0.00% |
QQQM Invesco NASDAQ 100 ETF | 0.62% | 0.61% | 0.65% | 0.83% | 0.40% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Nomadic Warrior Investments. 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 Nomadic Warrior Investments was 31.28%, occurring on Oct 14, 2022. Recovery took 293 trading sessions.
The current Nomadic Warrior Investments drawdown is 8.86%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.28% | Dec 28, 2021 | 202 | Oct 14, 2022 | 293 | Dec 14, 2023 | 495 |
| -21.27% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -12.08% | Jul 11, 2024 | 20 | Aug 7, 2024 | 65 | Nov 7, 2024 | 85 |
| -7.78% | Feb 16, 2021 | 15 | Mar 8, 2021 | 19 | Apr 5, 2021 | 34 |
| -6.88% | Mar 8, 2024 | 30 | Apr 19, 2024 | 17 | May 14, 2024 | 47 |
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 6 assets, with an effective number of assets of 5.81, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.
Asset Correlations Table
| ^GSPC | FBND | FDVV | SOXX | IVW | QQQM | ONEQ | Portfolio | |
|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.23 | 0.89 | 0.80 | 0.95 | 0.92 | 0.93 | 0.95 |
| FBND | 0.23 | 1.00 | 0.20 | 0.17 | 0.23 | 0.24 | 0.24 | 0.25 |
| FDVV | 0.89 | 0.20 | 1.00 | 0.67 | 0.75 | 0.71 | 0.74 | 0.80 |
| SOXX | 0.80 | 0.17 | 0.67 | 1.00 | 0.83 | 0.87 | 0.85 | 0.93 |
| IVW | 0.95 | 0.23 | 0.75 | 0.83 | 1.00 | 0.98 | 0.97 | 0.96 |
| QQQM | 0.92 | 0.24 | 0.71 | 0.87 | 0.98 | 1.00 | 0.98 | 0.97 |
| ONEQ | 0.93 | 0.24 | 0.74 | 0.85 | 0.97 | 0.98 | 1.00 | 0.97 |
| Portfolio | 0.95 | 0.25 | 0.80 | 0.93 | 0.96 | 0.97 | 0.97 | 1.00 |