Buffet Portfolio Dividend SCHD/VGSH 90/10
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VGSH Vanguard Short-Term Treasury ETF | Government Bonds | 10% |
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 90% |
Performance
The chart shows the growth of an initial investment of $10,000 in Buffet Portfolio Dividend SCHD/VGSH 90/10, 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 Oct 2, 2023, the Buffet Portfolio Dividend SCHD/VGSH 90/10 returned -3.26% Year-To-Date and 10.27% of annualized return in the last 10 years.
| 1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -5.04% | 4.35% | 11.68% | 19.59% | 7.99% | 9.86% |
| Buffet Portfolio Dividend SCHD/VGSH 90/10 | -3.95% | -1.35% | -3.26% | 9.65% | 8.82% | 10.27% |
| Portfolio components: | ||||||
SCHD Schwab US Dividend Equity ETF | -4.38% | -1.51% | -3.82% | 10.38% | 9.50% | 11.24% |
VGSH Vanguard Short-Term Treasury ETF | -0.05% | 0.01% | 1.68% | 2.39% | 0.99% | 0.73% |
| Returns over 1 year are annualized | ||||||
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -0.77% | -0.70% | -3.73% | 4.72% | 3.80% | -1.30% |
Dividend yield
Buffet Portfolio Dividend SCHD/VGSH 90/10 granted a 3.60% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buffet Portfolio Dividend SCHD/VGSH 90/10 | 3.60% | 3.25% | 2.73% | 3.30% | 3.29% | 3.43% | 2.98% | 3.32% | 3.51% | 3.17% | 3.05% | 3.64% |
| Portfolio components: | ||||||||||||
SCHD Schwab US Dividend Equity ETF | 3.70% | 3.48% | 2.96% | 3.46% | 3.39% | 3.60% | 3.18% | 3.59% | 3.81% | 3.47% | 3.34% | 3.98% |
VGSH Vanguard Short-Term Treasury ETF | 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 Buffet Portfolio Dividend SCHD/VGSH 90/10 has an expense ratio of 0.06% 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 | |
|---|---|---|---|---|---|
SCHD Schwab US Dividend Equity ETF | 0.49 | ||||
VGSH Vanguard Short-Term Treasury ETF | 0.82 |
Asset Correlations Table
| SCHD | VGSH | |
|---|---|---|
| SCHD | 1.00 | -0.15 |
| VGSH | -0.15 | 1.00 |
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 Buffet Portfolio Dividend SCHD/VGSH 90/10. 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 Buffet Portfolio Dividend SCHD/VGSH 90/10 is 29.86%, recorded on Mar 23, 2020. It took 111 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.86% | Jan 24, 2020 | 41 | Mar 23, 2020 | 111 | Aug 28, 2020 | 152 |
| -15.62% | Jan 12, 2022 | 181 | Sep 30, 2022 | — | — | — |
| -15.29% | Sep 24, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
| -12.53% | Mar 3, 2015 | 123 | Aug 25, 2015 | 137 | Mar 11, 2016 | 260 |
| -11.19% | Jan 29, 2018 | 39 | Mar 23, 2018 | 125 | Sep 20, 2018 | 164 |
Volatility Chart
The current Buffet Portfolio Dividend SCHD/VGSH 90/10 volatility is 2.53%, 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.