2 Pies
Asset Allocation
Performance
The chart shows the growth of an initial investment of $10,000 in 2 Pies, 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
1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
Benchmark | -1.29% | 8.79% | 12.52% | 16.97% | 9.79% | N/A |
2 Pies | -0.86% | 6.68% | 9.76% | 19.48% | 11.27% | N/A |
Portfolio components: | ||||||
SAIA | -6.38% | 42.42% | 84.38% | 110.64% | 42.08% | N/A |
ASML ASML Holding N.V. | -9.37% | -8.86% | 8.24% | 35.95% | 25.31% | N/A |
SOXX | -3.63% | 8.67% | 34.45% | 41.34% | 22.65% | N/A |
VGT | -1.81% | 11.81% | 30.46% | 31.14% | 18.75% | N/A |
QCLN | -4.29% | -12.99% | -9.02% | -26.86% | 19.08% | N/A |
PAVE Global X US Infrastructure Development ETF | -3.46% | 11.95% | 14.19% | 30.74% | 17.77% | N/A |
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | -4.21% | 1.05% | 19.79% | 34.37% | 5.66% | N/A |
PANW Palo Alto Networks, Inc. | 0.47% | 19.30% | 63.76% | 41.43% | 34.77% | N/A |
LLY Eli Lilly and Company | 0.46% | 64.57% | 51.69% | 78.65% | 51.53% | N/A |
COST Costco Wholesale Corporation | 5.06% | 13.23% | 23.06% | 20.67% | 19.75% | N/A |
MNST Monster Beverage Corporation | -4.40% | 4.77% | 7.40% | 25.20% | 17.29% | N/A |
CROX Crocs, Inc. | -9.10% | -26.95% | -20.27% | 29.59% | 32.77% | N/A |
CDNS Cadence Design Systems, Inc. | 1.15% | 12.80% | 43.59% | 43.29% | 36.60% | N/A |
FANG Diamondback Energy, Inc. | 1.05% | 21.49% | 13.72% | 36.87% | 18.30% | N/A |
CMG Chipotle Mexican Grill, Inc. | 0.17% | 15.47% | 35.18% | 20.42% | 23.17% | N/A |
ORCL Oracle Corporation | -3.44% | 24.85% | 34.93% | 71.73% | 21.30% | N/A |
NVO Novo Nordisk A/S | -1.48% | 20.70% | 38.42% | 91.30% | 40.62% | N/A |
TMHC | -4.65% | 17.18% | 42.01% | 83.72% | 13.77% | N/A |
FSLR First Solar, Inc. | -6.86% | -23.05% | 8.45% | 25.11% | 27.07% | N/A |
AMD Advanced Micro Devices, Inc. | -5.50% | -1.79% | 48.53% | 41.55% | 34.57% | N/A |
TSM | -7.07% | -7.03% | 16.29% | 17.79% | 18.56% | N/A |
MRVL Marvell Technology Group Ltd. | -8.71% | 27.68% | 41.78% | 21.46% | 21.08% | N/A |
GOLF Acushnet Holdings Corp. | -4.76% | 10.39% | 29.09% | 23.55% | 21.55% | N/A |
AVUV Avantis U.S. Small Cap Value ETF | -2.58% | 8.86% | 4.37% | 17.71% | 13.04% | N/A |
VOO | -1.14% | 9.62% | 13.90% | 18.91% | 11.58% | N/A |
SPYV | -1.12% | 7.63% | 8.82% | 20.15% | 9.54% | N/A |
AVDV Avantis International Small Cap Value ETF | 1.93% | 5.81% | 7.85% | 24.68% | 6.83% | N/A |
SPTI | -0.52% | -3.83% | -0.36% | 0.22% | -1.76% | N/A |
FNDF Schwab Fundamental International Large Company Index ETF | 2.35% | 8.45% | 12.32% | 29.40% | 7.36% | N/A |
VTIP | 0.30% | 0.02% | 2.18% | 2.63% | 2.65% | N/A |
VGSH | 0.15% | -0.47% | 1.59% | 2.30% | 0.16% | N/A |
Returns over 1 year are annualized |
Asset Correlations Table
VGSH | SPTI | VTIP | LLY | NVO | FANG | FSLR | COST | ORCL | PANW | GOLF | MNST | CMG | TMHC | CROX | SAIA | AMD | TSM | CDNS | MRVL | AVUV | QCLN | ASML | AVDV | FNDF | PAVE | SPYV | SOXX | BOTZ | VGT | VOO | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSH | 1.00 | 0.83 | 0.50 | -0.00 | 0.02 | -0.13 | -0.02 | 0.05 | -0.02 | 0.01 | -0.05 | 0.03 | 0.05 | 0.10 | -0.01 | -0.04 | -0.02 | -0.06 | 0.02 | -0.03 | -0.12 | -0.03 | 0.01 | -0.05 | -0.07 | -0.08 | -0.07 | -0.03 | 0.01 | -0.01 | -0.04 |
SPTI | 0.83 | 1.00 | 0.49 | 0.00 | 0.03 | -0.20 | -0.03 | 0.05 | -0.04 | 0.02 | -0.05 | 0.01 | 0.06 | 0.09 | -0.03 | -0.08 | 0.00 | -0.08 | 0.02 | -0.04 | -0.19 | -0.05 | 0.01 | -0.09 | -0.12 | -0.14 | -0.13 | -0.06 | -0.02 | -0.02 | -0.07 |
VTIP | 0.50 | 0.49 | 1.00 | 0.10 | 0.09 | 0.19 | 0.12 | 0.15 | 0.10 | 0.12 | 0.13 | 0.17 | 0.19 | 0.20 | 0.13 | 0.10 | 0.12 | 0.08 | 0.15 | 0.10 | 0.15 | 0.16 | 0.16 | 0.25 | 0.21 | 0.17 | 0.18 | 0.14 | 0.19 | 0.17 | 0.20 |
LLY | -0.00 | 0.00 | 0.10 | 1.00 | 0.43 | 0.10 | 0.13 | 0.30 | 0.32 | 0.17 | 0.15 | 0.31 | 0.20 | 0.18 | 0.12 | 0.18 | 0.21 | 0.14 | 0.27 | 0.19 | 0.20 | 0.17 | 0.25 | 0.23 | 0.24 | 0.26 | 0.35 | 0.23 | 0.24 | 0.31 | 0.37 |
NVO | 0.02 | 0.03 | 0.09 | 0.43 | 1.00 | 0.07 | 0.19 | 0.29 | 0.29 | 0.26 | 0.20 | 0.30 | 0.25 | 0.24 | 0.22 | 0.26 | 0.28 | 0.23 | 0.37 | 0.24 | 0.18 | 0.25 | 0.35 | 0.30 | 0.31 | 0.26 | 0.30 | 0.30 | 0.36 | 0.37 | 0.38 |
FANG | -0.13 | -0.20 | 0.19 | 0.10 | 0.07 | 1.00 | 0.29 | 0.07 | 0.20 | 0.16 | 0.26 | 0.14 | 0.17 | 0.29 | 0.32 | 0.29 | 0.21 | 0.28 | 0.16 | 0.26 | 0.67 | 0.37 | 0.26 | 0.52 | 0.52 | 0.54 | 0.52 | 0.33 | 0.34 | 0.26 | 0.40 |
FSLR | -0.02 | -0.03 | 0.12 | 0.13 | 0.19 | 0.29 | 1.00 | 0.30 | 0.26 | 0.36 | 0.29 | 0.29 | 0.34 | 0.32 | 0.36 | 0.36 | 0.38 | 0.40 | 0.42 | 0.45 | 0.41 | 0.69 | 0.43 | 0.40 | 0.39 | 0.42 | 0.39 | 0.48 | 0.48 | 0.47 | 0.47 |
COST | 0.05 | 0.05 | 0.15 | 0.30 | 0.29 | 0.07 | 0.30 | 1.00 | 0.42 | 0.39 | 0.35 | 0.52 | 0.40 | 0.34 | 0.35 | 0.38 | 0.42 | 0.35 | 0.52 | 0.42 | 0.34 | 0.40 | 0.47 | 0.36 | 0.38 | 0.42 | 0.50 | 0.51 | 0.48 | 0.59 | 0.61 |
ORCL | -0.02 | -0.04 | 0.10 | 0.32 | 0.29 | 0.20 | 0.26 | 0.42 | 1.00 | 0.40 | 0.37 | 0.44 | 0.37 | 0.34 | 0.31 | 0.40 | 0.39 | 0.38 | 0.49 | 0.39 | 0.44 | 0.36 | 0.44 | 0.44 | 0.48 | 0.48 | 0.57 | 0.47 | 0.50 | 0.59 | 0.62 |
PANW | 0.01 | 0.02 | 0.12 | 0.17 | 0.26 | 0.16 | 0.36 | 0.39 | 0.40 | 1.00 | 0.32 | 0.41 | 0.50 | 0.34 | 0.38 | 0.37 | 0.49 | 0.41 | 0.58 | 0.52 | 0.33 | 0.55 | 0.52 | 0.39 | 0.38 | 0.38 | 0.40 | 0.56 | 0.56 | 0.64 | 0.57 |
GOLF | -0.05 | -0.05 | 0.13 | 0.15 | 0.20 | 0.26 | 0.29 | 0.35 | 0.37 | 0.32 | 1.00 | 0.38 | 0.37 | 0.46 | 0.51 | 0.45 | 0.36 | 0.41 | 0.38 | 0.41 | 0.57 | 0.45 | 0.41 | 0.50 | 0.50 | 0.56 | 0.55 | 0.48 | 0.51 | 0.51 | 0.56 |
MNST | 0.03 | 0.01 | 0.17 | 0.31 | 0.30 | 0.14 | 0.29 | 0.52 | 0.44 | 0.41 | 0.38 | 1.00 | 0.41 | 0.42 | 0.35 | 0.40 | 0.36 | 0.36 | 0.53 | 0.42 | 0.40 | 0.40 | 0.46 | 0.44 | 0.46 | 0.48 | 0.55 | 0.51 | 0.50 | 0.59 | 0.63 |
CMG | 0.05 | 0.06 | 0.19 | 0.20 | 0.25 | 0.17 | 0.34 | 0.40 | 0.37 | 0.50 | 0.37 | 0.41 | 1.00 | 0.41 | 0.44 | 0.38 | 0.51 | 0.40 | 0.57 | 0.51 | 0.36 | 0.51 | 0.51 | 0.42 | 0.39 | 0.41 | 0.41 | 0.54 | 0.55 | 0.64 | 0.58 |
TMHC | 0.10 | 0.09 | 0.20 | 0.18 | 0.24 | 0.29 | 0.32 | 0.34 | 0.34 | 0.34 | 0.46 | 0.42 | 0.41 | 1.00 | 0.49 | 0.48 | 0.35 | 0.38 | 0.41 | 0.43 | 0.59 | 0.49 | 0.44 | 0.51 | 0.51 | 0.61 | 0.57 | 0.49 | 0.53 | 0.51 | 0.58 |
CROX | -0.01 | -0.03 | 0.13 | 0.12 | 0.22 | 0.32 | 0.36 | 0.35 | 0.31 | 0.38 | 0.51 | 0.35 | 0.44 | 0.49 | 1.00 | 0.43 | 0.42 | 0.47 | 0.44 | 0.50 | 0.59 | 0.58 | 0.49 | 0.52 | 0.49 | 0.57 | 0.54 | 0.57 | 0.57 | 0.54 | 0.58 |
SAIA | -0.04 | -0.08 | 0.10 | 0.18 | 0.26 | 0.29 | 0.36 | 0.38 | 0.40 | 0.37 | 0.45 | 0.40 | 0.38 | 0.48 | 0.43 | 1.00 | 0.37 | 0.39 | 0.45 | 0.45 | 0.60 | 0.53 | 0.48 | 0.52 | 0.53 | 0.63 | 0.57 | 0.53 | 0.57 | 0.54 | 0.60 |
AMD | -0.02 | 0.00 | 0.12 | 0.21 | 0.28 | 0.21 | 0.38 | 0.42 | 0.39 | 0.49 | 0.36 | 0.36 | 0.51 | 0.35 | 0.42 | 0.37 | 1.00 | 0.63 | 0.64 | 0.69 | 0.39 | 0.61 | 0.67 | 0.44 | 0.43 | 0.41 | 0.43 | 0.79 | 0.64 | 0.74 | 0.61 |
TSM | -0.06 | -0.08 | 0.08 | 0.14 | 0.23 | 0.28 | 0.40 | 0.35 | 0.38 | 0.41 | 0.41 | 0.36 | 0.40 | 0.38 | 0.47 | 0.39 | 0.63 | 1.00 | 0.58 | 0.66 | 0.48 | 0.60 | 0.71 | 0.55 | 0.56 | 0.49 | 0.51 | 0.79 | 0.64 | 0.69 | 0.62 |
CDNS | 0.02 | 0.02 | 0.15 | 0.27 | 0.37 | 0.16 | 0.42 | 0.52 | 0.49 | 0.58 | 0.38 | 0.53 | 0.57 | 0.41 | 0.44 | 0.45 | 0.64 | 0.58 | 1.00 | 0.64 | 0.38 | 0.60 | 0.70 | 0.49 | 0.48 | 0.48 | 0.50 | 0.75 | 0.69 | 0.81 | 0.71 |
MRVL | -0.03 | -0.04 | 0.10 | 0.19 | 0.24 | 0.26 | 0.45 | 0.42 | 0.39 | 0.52 | 0.41 | 0.42 | 0.51 | 0.43 | 0.50 | 0.45 | 0.69 | 0.66 | 0.64 | 1.00 | 0.51 | 0.65 | 0.72 | 0.53 | 0.53 | 0.54 | 0.54 | 0.85 | 0.70 | 0.77 | 0.68 |
AVUV | -0.12 | -0.19 | 0.15 | 0.20 | 0.18 | 0.67 | 0.41 | 0.34 | 0.44 | 0.33 | 0.57 | 0.40 | 0.36 | 0.59 | 0.59 | 0.60 | 0.39 | 0.48 | 0.38 | 0.51 | 1.00 | 0.63 | 0.50 | 0.77 | 0.79 | 0.91 | 0.86 | 0.60 | 0.67 | 0.57 | 0.75 |
QCLN | -0.03 | -0.05 | 0.16 | 0.17 | 0.25 | 0.37 | 0.69 | 0.40 | 0.36 | 0.55 | 0.45 | 0.40 | 0.51 | 0.49 | 0.58 | 0.53 | 0.61 | 0.60 | 0.60 | 0.65 | 0.63 | 1.00 | 0.63 | 0.62 | 0.59 | 0.63 | 0.58 | 0.73 | 0.76 | 0.72 | 0.70 |
ASML | 0.01 | 0.01 | 0.16 | 0.25 | 0.35 | 0.26 | 0.43 | 0.47 | 0.44 | 0.52 | 0.41 | 0.46 | 0.51 | 0.44 | 0.49 | 0.48 | 0.67 | 0.71 | 0.70 | 0.72 | 0.50 | 0.63 | 1.00 | 0.62 | 0.63 | 0.56 | 0.57 | 0.86 | 0.75 | 0.79 | 0.72 |
AVDV | -0.05 | -0.09 | 0.25 | 0.23 | 0.30 | 0.52 | 0.40 | 0.36 | 0.44 | 0.39 | 0.50 | 0.44 | 0.42 | 0.51 | 0.52 | 0.52 | 0.44 | 0.55 | 0.49 | 0.53 | 0.77 | 0.62 | 0.62 | 1.00 | 0.94 | 0.76 | 0.79 | 0.63 | 0.77 | 0.63 | 0.76 |
FNDF | -0.07 | -0.12 | 0.21 | 0.24 | 0.31 | 0.52 | 0.39 | 0.38 | 0.48 | 0.38 | 0.50 | 0.46 | 0.39 | 0.51 | 0.49 | 0.53 | 0.43 | 0.56 | 0.48 | 0.53 | 0.79 | 0.59 | 0.63 | 0.94 | 1.00 | 0.78 | 0.83 | 0.64 | 0.77 | 0.64 | 0.78 |
PAVE | -0.08 | -0.14 | 0.17 | 0.26 | 0.26 | 0.54 | 0.42 | 0.42 | 0.48 | 0.38 | 0.56 | 0.48 | 0.41 | 0.61 | 0.57 | 0.63 | 0.41 | 0.49 | 0.48 | 0.54 | 0.91 | 0.63 | 0.56 | 0.76 | 0.78 | 1.00 | 0.89 | 0.64 | 0.70 | 0.63 | 0.80 |
SPYV | -0.07 | -0.13 | 0.18 | 0.35 | 0.30 | 0.52 | 0.39 | 0.50 | 0.57 | 0.40 | 0.55 | 0.55 | 0.41 | 0.57 | 0.54 | 0.57 | 0.43 | 0.51 | 0.50 | 0.54 | 0.86 | 0.58 | 0.57 | 0.79 | 0.83 | 0.89 | 1.00 | 0.65 | 0.72 | 0.69 | 0.89 |
SOXX | -0.03 | -0.06 | 0.14 | 0.23 | 0.30 | 0.33 | 0.48 | 0.51 | 0.47 | 0.56 | 0.48 | 0.51 | 0.54 | 0.49 | 0.57 | 0.53 | 0.79 | 0.79 | 0.75 | 0.85 | 0.60 | 0.73 | 0.86 | 0.63 | 0.64 | 0.64 | 0.65 | 1.00 | 0.81 | 0.89 | 0.81 |
BOTZ | 0.01 | -0.02 | 0.19 | 0.24 | 0.36 | 0.34 | 0.48 | 0.48 | 0.50 | 0.56 | 0.51 | 0.50 | 0.55 | 0.53 | 0.57 | 0.57 | 0.64 | 0.64 | 0.69 | 0.70 | 0.67 | 0.76 | 0.75 | 0.77 | 0.77 | 0.70 | 0.72 | 0.81 | 1.00 | 0.83 | 0.84 |
VGT | -0.01 | -0.02 | 0.17 | 0.31 | 0.37 | 0.26 | 0.47 | 0.59 | 0.59 | 0.64 | 0.51 | 0.59 | 0.64 | 0.51 | 0.54 | 0.54 | 0.74 | 0.69 | 0.81 | 0.77 | 0.57 | 0.72 | 0.79 | 0.63 | 0.64 | 0.63 | 0.69 | 0.89 | 0.83 | 1.00 | 0.91 |
VOO | -0.04 | -0.07 | 0.20 | 0.37 | 0.38 | 0.40 | 0.47 | 0.61 | 0.62 | 0.57 | 0.56 | 0.63 | 0.58 | 0.58 | 0.58 | 0.60 | 0.61 | 0.62 | 0.71 | 0.68 | 0.75 | 0.70 | 0.72 | 0.76 | 0.78 | 0.80 | 0.89 | 0.81 | 0.84 | 0.91 | 1.00 |
Dividend yield
2 Pies granted a 2.21% dividend yield in the last twelve months.
TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2 Pies | 2.21% | 2.19% | 1.78% | 1.64% | 1.71% | 1.86% | 1.54% | 1.47% | 1.46% | 1.33% | 1.14% | 1.53% |
Portfolio components: | ||||||||||||
SAIA | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ASML ASML Holding N.V. | 1.04% | 1.19% | 0.50% | 0.56% | 1.22% | 0.97% | 0.68% | 0.98% | 0.78% | 0.72% | 0.68% | 21.46% |
SOXX | 0.98% | 1.26% | 0.65% | 0.83% | 1.28% | 1.44% | 0.96% | 1.16% | 1.40% | 1.72% | 1.32% | 1.41% |
VGT | 0.74% | 0.91% | 0.65% | 0.84% | 1.14% | 1.35% | 1.04% | 1.40% | 1.39% | 1.23% | 1.17% | 1.35% |
QCLN | 0.76% | 0.33% | 0.01% | 0.31% | 0.86% | 1.05% | 0.46% | 1.29% | 0.76% | 0.83% | 0.44% | 1.35% |
PAVE Global X US Infrastructure Development ETF | 0.73% | 0.84% | 0.49% | 0.45% | 0.68% | 0.80% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | 0.22% | 0.23% | 0.17% | 0.19% | 0.84% | 1.47% | 0.01% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% |
PANW Palo Alto Networks, 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% |
COST Costco Wholesale Corporation | 0.69% | 0.77% | 0.55% | 3.45% | 0.91% | 1.16% | 5.18% | 1.24% | 4.66% | 1.16% | 1.23% | 10.00% |
MNST Monster Beverage Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CROX Crocs, 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% |
CDNS Cadence Design Systems, 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% |
FANG Diamondback Energy, Inc. | 4.57% | 6.77% | 1.80% | 3.49% | 0.86% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CMG Chipotle Mexican Grill, 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% |
ORCL Oracle Corporation | 1.32% | 1.58% | 1.42% | 1.55% | 1.83% | 1.82% | 1.67% | 1.74% | 1.77% | 1.23% | 0.73% | 1.48% |
NVO Novo Nordisk A/S | 2.27% | 2.01% | 2.30% | 2.02% | 2.36% | 2.24% | 1.76% | 3.41% | 1.11% | 1.75% | 1.52% | 1.41% |
TMHC | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSLR First Solar, 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% |
AMD Advanced Micro Devices, 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% |
TSM | 1.67% | 1.95% | 1.27% | 1.29% | 2.93% | 3.09% | 2.63% | 3.04% | 3.04% | 2.19% | 2.87% | 2.96% |
MRVL Marvell Technology Group Ltd. | 0.46% | 0.65% | 0.21% | 0.51% | 0.92% | 1.53% | 1.17% | 1.83% | 2.93% | 1.82% | 1.87% | 2.83% |
GOLF Acushnet Holdings Corp. | 1.41% | 1.72% | 1.28% | 1.59% | 1.83% | 2.68% | 2.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.91% | 1.76% | 1.32% | 1.26% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO | 1.56% | 1.71% | 1.28% | 1.60% | 1.99% | 2.23% | 1.96% | 2.26% | 2.41% | 2.17% | 2.19% | 2.65% |
SPYV | 1.97% | 2.25% | 2.18% | 2.53% | 2.45% | 3.32% | 3.19% | 2.83% | 3.08% | 2.73% | 2.49% | 3.23% |
AVDV Avantis International Small Cap Value ETF | 3.29% | 3.23% | 2.52% | 1.80% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPTI | 2.59% | 1.47% | 0.55% | 0.78% | 2.11% | 2.11% | 1.59% | 1.36% | 1.32% | 1.19% | 1.68% | 2.42% |
FNDF Schwab Fundamental International Large Company Index ETF | 3.10% | 3.14% | 3.69% | 2.35% | 3.54% | 3.96% | 2.74% | 2.93% | 2.57% | 2.32% | 0.62% | 0.00% |
VTIP | 5.07% | 6.89% | 5.04% | 1.35% | 2.23% | 2.85% | 1.81% | 0.92% | 0.00% | 1.00% | 0.06% | 0.13% |
VGSH | 2.71% | 1.17% | 0.69% | 1.81% | 2.41% | 1.94% | 1.21% | 0.92% | 0.79% | 0.52% | 0.38% | 0.60% |
Expense Ratio
The 2 Pies features an expense ratio of 0.13%, 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
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 | |
---|---|---|---|---|---|
SAIA | N/A | ||||
ASML ASML Holding N.V. | 0.70 | ||||
SOXX | N/A | ||||
VGT | N/A | ||||
QCLN | N/A | ||||
PAVE Global X US Infrastructure Development ETF | 1.15 | ||||
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | 1.13 | ||||
PANW Palo Alto Networks, Inc. | 0.82 | ||||
LLY Eli Lilly and Company | 3.11 | ||||
COST Costco Wholesale Corporation | 0.64 | ||||
MNST Monster Beverage Corporation | 1.16 | ||||
CROX Crocs, Inc. | 0.21 | ||||
CDNS Cadence Design Systems, Inc. | 1.19 | ||||
FANG Diamondback Energy, Inc. | 0.60 | ||||
CMG Chipotle Mexican Grill, Inc. | 0.42 | ||||
ORCL Oracle Corporation | 2.29 | ||||
NVO Novo Nordisk A/S | 2.96 | ||||
TMHC | N/A | ||||
FSLR First Solar, Inc. | 0.41 | ||||
AMD Advanced Micro Devices, Inc. | 0.56 | ||||
TSM | N/A | ||||
MRVL Marvell Technology Group Ltd. | 0.26 | ||||
GOLF Acushnet Holdings Corp. | 0.54 | ||||
AVUV Avantis U.S. Small Cap Value ETF | 0.50 | ||||
VOO | N/A | ||||
SPYV | N/A | ||||
AVDV Avantis International Small Cap Value ETF | 1.10 | ||||
SPTI | N/A | ||||
FNDF Schwab Fundamental International Large Company Index ETF | 1.46 | ||||
VTIP | N/A | ||||
VGSH | N/A |
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 2 Pies. 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 2 Pies is 31.16%, recorded on Mar 23, 2020. It took 114 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-31.16% | Jan 21, 2020 | 44 | Mar 23, 2020 | 114 | Sep 2, 2020 | 158 |
-19.05% | Jan 5, 2022 | 186 | Sep 30, 2022 | 177 | Jun 15, 2023 | 363 |
-6.51% | Sep 3, 2020 | 14 | Sep 23, 2020 | 12 | Oct 9, 2020 | 26 |
-5.71% | Oct 13, 2020 | 12 | Oct 28, 2020 | 8 | Nov 9, 2020 | 20 |
-5.51% | Nov 9, 2021 | 16 | Dec 1, 2021 | 23 | Jan 4, 2022 | 39 |
Volatility Chart
The current 2 Pies volatility is 2.88%, 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.