The 2036 Portfolio allocation for 2024
2036 portfolio for 2024. $10,000 per year
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 60% |
AAPL Apple Inc. | Technology | 7% |
MSFT Microsoft Corporation | Technology | 7% |
KR The Kroger Co. | Consumer Defensive | 6% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 5% |
NVDA NVIDIA Corporation | Technology | 5% |
GOOGL Alphabet Inc. | Communication Services | 5% |
LLY Eli Lilly and Company | Healthcare | 5% |
Performance
The chart shows the growth of an initial investment of $10,000 in The 2036 Portfolio allocation for 2024, 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 Sep 22, 2023, the The 2036 Portfolio allocation for 2024 returned 28.34% Year-To-Date and 18.90% of annualized return in the last 10 years.
| 1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -1.31% | 9.66% | 12.78% | 14.25% | 8.15% | 9.80% |
| The 2036 Portfolio allocation for 2024 | -1.77% | 15.96% | 28.34% | 27.41% | 16.56% | 18.90% |
| Portfolio components: | ||||||
AAPL Apple Inc. | -1.86% | 9.74% | 34.44% | 13.82% | 27.33% | 27.57% |
MSFT Microsoft Corporation | -0.91% | 15.58% | 34.15% | 35.01% | 24.23% | 27.88% |
AMZN Amazon.com, Inc. | -3.66% | 31.02% | 53.96% | 9.10% | 6.21% | 23.62% |
KR The Kroger Co. | -2.77% | -4.73% | 4.30% | 3.27% | 11.17% | 10.48% |
NVDA NVIDIA Corporation | -10.18% | 50.88% | 180.77% | 209.49% | 44.54% | 60.39% |
GOOGL Alphabet Inc. | 1.05% | 23.52% | 47.84% | 31.39% | 17.40% | 19.42% |
LLY Eli Lilly and Company | -0.64% | 66.17% | 51.58% | 87.54% | 41.38% | 29.27% |
VTI Vanguard Total Stock Market ETF | -1.29% | 10.22% | 13.27% | 14.76% | 9.14% | 11.23% |
| Returns over 1 year are annualized | ||||||
Asset Correlations Table
| KR | LLY | NVDA | AAPL | AMZN | GOOGL | MSFT | VTI | |
|---|---|---|---|---|---|---|---|---|
| KR | 1.00 | 0.27 | 0.18 | 0.20 | 0.20 | 0.19 | 0.24 | 0.36 |
| LLY | 0.27 | 1.00 | 0.24 | 0.26 | 0.29 | 0.30 | 0.37 | 0.49 |
| NVDA | 0.18 | 0.24 | 1.00 | 0.46 | 0.46 | 0.47 | 0.50 | 0.59 |
| AAPL | 0.20 | 0.26 | 0.46 | 1.00 | 0.47 | 0.51 | 0.51 | 0.58 |
| AMZN | 0.20 | 0.29 | 0.46 | 0.47 | 1.00 | 0.58 | 0.53 | 0.60 |
| GOOGL | 0.19 | 0.30 | 0.47 | 0.51 | 0.58 | 1.00 | 0.55 | 0.62 |
| MSFT | 0.24 | 0.37 | 0.50 | 0.51 | 0.53 | 0.55 | 1.00 | 0.67 |
| VTI | 0.36 | 0.49 | 0.59 | 0.58 | 0.60 | 0.62 | 0.67 | 1.00 |
Dividend yield
The 2036 Portfolio allocation for 2024 granted a 1.44% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| The 2036 Portfolio allocation for 2024 | 1.44% | 1.32% | 1.00% | 1.23% | 1.54% | 1.83% | 1.65% | 1.89% | 1.96% | 1.90% | 2.08% | 2.33% |
| Portfolio components: | ||||||||||||
AAPL Apple Inc. | 0.54% | 0.70% | 0.49% | 0.62% | 1.06% | 1.86% | 1.54% | 2.07% | 2.12% | 1.87% | 2.40% | 1.16% |
MSFT Microsoft Corporation | 0.85% | 1.07% | 0.69% | 0.96% | 1.24% | 1.78% | 1.99% | 2.59% | 2.61% | 2.86% | 3.07% | 3.79% |
AMZN Amazon.com, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KR The Kroger Co. | 2.34% | 2.14% | 1.79% | 2.27% | 2.24% | 2.13% | 2.01% | 1.50% | 1.10% | 1.25% | 1.86% | 2.31% |
NVDA NVIDIA Corporation | 0.04% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.23% | 1.77% | 2.06% | 0.66% |
GOOGL Alphabet Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LLY Eli Lilly and Company | 0.79% | 1.08% | 1.26% | 1.82% | 2.08% | 2.10% | 2.73% | 3.16% | 2.77% | 3.41% | 4.76% | 5.11% |
VTI Vanguard Total Stock Market ETF | 1.93% | 1.68% | 1.25% | 1.48% | 1.88% | 2.21% | 1.88% | 2.15% | 2.27% | 2.06% | 2.07% | 2.58% |
Expense Ratio
The The 2036 Portfolio allocation for 2024 has an expense ratio of 0.02% 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 | |
|---|---|---|---|---|---|
AAPL Apple Inc. | 0.41 | ||||
MSFT Microsoft Corporation | 1.08 | ||||
AMZN Amazon.com, Inc. | 0.15 | ||||
KR The Kroger Co. | -0.02 | ||||
NVDA NVIDIA Corporation | 3.82 | ||||
GOOGL Alphabet Inc. | 0.85 | ||||
LLY Eli Lilly and Company | 2.98 | ||||
VTI Vanguard Total Stock Market ETF | 0.72 |
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 The 2036 Portfolio allocation for 2024. 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 The 2036 Portfolio allocation for 2024 is 52.85%, recorded on Mar 9, 2009. It took 463 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.85% | Nov 1, 2007 | 339 | Mar 9, 2009 | 463 | Jan 6, 2011 | 802 |
| -29.29% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -25.64% | Dec 28, 2021 | 202 | Oct 14, 2022 | 166 | Jun 14, 2023 | 368 |
| -21.59% | Oct 4, 2018 | 56 | Dec 24, 2018 | 138 | Jul 15, 2019 | 194 |
| -15.92% | Jul 25, 2011 | 50 | Oct 3, 2011 | 78 | Jan 25, 2012 | 128 |
Volatility Chart
The current The 2036 Portfolio allocation for 2024 volatility is 3.96%, 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.