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Buffet Portfolio Dividend Growth SCHD/VONG/VGSH

Last updated Sep 21, 2023

Asset Allocation


VGSH 10%SCHD 80%VONG 10%BondBondEquityEquity
PositionCategory/SectorWeight
VGSH
Vanguard Short-Term Treasury ETF
Government Bonds10%
SCHD
Schwab US Dividend Equity ETF
Large Cap Growth Equities, Dividend80%
VONG
Vanguard Russell 1000 Growth ETF
Large Cap Blend Equities10%

Performance

The chart shows the growth of an initial investment of $10,000 in Buffet Portfolio Dividend Growth SCHD/VONG/VGSH, 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


0.00%5.00%10.00%15.00%AprilMayJuneJulyAugustSeptember
4.82%
10.86%
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH
Benchmark (^GSPC)
Portfolio components

Returns

As of Sep 21, 2023, the Buffet Portfolio Dividend Growth SCHD/VONG/VGSH returned 1.59% Year-To-Date and 10.62% of annualized return in the last 10 years.


1 month6 monthsYear-To-Date1 year5 years (annualized)10 years (annualized)
Benchmark0.33%11.48%14.66%16.16%8.51%9.99%
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH0.24%5.52%1.59%9.30%9.55%10.66%
VONG
Vanguard Russell 1000 Growth ETF
0.34%15.78%27.63%23.18%12.99%14.57%
SCHD
Schwab US Dividend Equity ETF
0.24%5.02%-1.48%8.21%9.83%11.23%
VGSH
Vanguard Short-Term Treasury ETF
0.14%-0.56%1.47%1.86%0.96%0.72%

Asset Correlations Table

The table below shows the correlation coefficients between the assets in the portfolio.

VGSHVONGSCHD
VGSH1.00-0.14-0.15
VONG-0.141.000.75
SCHD-0.150.751.00

Sharpe Ratio

The current Buffet Portfolio Dividend Growth SCHD/VONG/VGSH Sharpe ratio is 0.56. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

-1.000.001.002.003.004.000.56

The Sharpe ratio of Buffet Portfolio Dividend Growth SCHD/VONG/VGSH is in the bottom 25%, suggesting that this portfolio isn't performing as well in terms of risk-adjusted returns compared to many others. This could be due to lower returns, higher volatility, or both. It might be an indication that the portfolio needs fine-tuning.


Rolling 12-month Sharpe Ratio-0.500.000.501.00AprilMayJuneJulyAugustSeptember
0.56
0.82
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH
Benchmark (^GSPC)
Portfolio components

Dividend yield

Buffet Portfolio Dividend Growth SCHD/VONG/VGSH granted a 3.26% dividend yield in the last twelve months.


TTM20222021202020192018201720162015201420132012
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH3.26%3.00%2.49%3.03%3.06%3.20%2.79%3.12%3.29%2.98%2.86%3.44%
VONG
Vanguard Russell 1000 Growth ETF
0.98%0.98%0.59%0.78%1.06%1.23%1.25%1.58%1.60%1.58%1.43%1.91%
SCHD
Schwab US Dividend Equity ETF
3.61%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 Growth SCHD/VONG/VGSH 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.


0.08%
0.00%2.15%
0.06%
0.00%2.15%
0.04%
0.00%2.15%

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
VONG
Vanguard Russell 1000 Growth ETF
1.01
SCHD
Schwab US Dividend Equity ETF
0.36
VGSH
Vanguard Short-Term Treasury ETF
0.64

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%AprilMayJuneJulyAugustSeptember
-5.38%
-8.22%
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the Buffet Portfolio Dividend Growth SCHD/VONG/VGSH. 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 Growth SCHD/VONG/VGSH is 29.50%, recorded on Mar 23, 2020. It took 97 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.5%Feb 13, 202027Mar 23, 202097Aug 10, 2020124
-16.89%Jan 5, 2022186Sep 30, 2022
-15.7%Sep 24, 201864Dec 24, 201866Apr 1, 2019130
-12.07%Mar 3, 2015123Aug 25, 2015137Mar 11, 2016260
-10.74%Jan 29, 201839Mar 23, 2018120Sep 13, 2018159

Volatility Chart

The current Buffet Portfolio Dividend Growth SCHD/VONG/VGSH volatility is 2.43%, 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.


2.00%2.50%3.00%3.50%4.00%4.50%5.00%5.50%AprilMayJuneJulyAugustSeptember
2.43%
3.27%
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH
Benchmark (^GSPC)
Portfolio components