Buffet Portfolio Dividend Growth SCHD/VONG/VOO
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 80% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 10% |
VONG Vanguard Russell 1000 Growth ETF | Large Cap Blend Equities | 10% |
Performance
The chart shows the growth of an initial investment of $10,000 in Buffet Portfolio Dividend Growth SCHD/VONG/VOO, 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 21, 2023, the Buffet Portfolio Dividend Growth SCHD/VONG/VOO returned 3.00% Year-To-Date and 11.69% of annualized return in the last 10 years.
| 1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 0.33% | 11.48% | 14.66% | 16.16% | 8.51% | 9.99% |
| Buffet Portfolio Dividend Growth SCHD/VONG/VOO | 0.27% | 6.85% | 3.00% | 10.92% | 10.36% | 11.74% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | 0.48% | 12.46% | 16.07% | 18.16% | 10.39% | 12.06% |
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% |
| Returns over 1 year are annualized | ||||||
Asset Correlations Table
| SCHD | VONG | VOO | |
|---|---|---|---|
| SCHD | 1.00 | 0.75 | 0.88 |
| VONG | 0.75 | 1.00 | 0.94 |
| VOO | 0.88 | 0.94 | 1.00 |
Dividend yield
Buffet Portfolio Dividend Growth SCHD/VONG/VOO granted a 3.14% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buffet Portfolio Dividend Growth SCHD/VONG/VOO | 3.14% | 3.05% | 2.55% | 3.01% | 3.02% | 3.22% | 2.86% | 3.26% | 3.45% | 3.15% | 3.04% | 3.64% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.53% | 1.71% | 1.28% | 1.60% | 1.99% | 2.23% | 1.96% | 2.26% | 2.41% | 2.17% | 2.19% | 2.65% |
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% |
Expense Ratio
The Buffet Portfolio Dividend Growth SCHD/VONG/VOO 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 | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.85 | ||||
VONG Vanguard Russell 1000 Growth ETF | 1.01 | ||||
SCHD Schwab US Dividend Equity ETF | 0.36 |
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 Growth SCHD/VONG/VOO. 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/VOO is 33.03%, recorded on Mar 23, 2020. It took 99 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.03% | Feb 13, 2020 | 27 | Mar 23, 2020 | 99 | Aug 12, 2020 | 126 |
| -18.83% | Jan 5, 2022 | 186 | Sep 30, 2022 | — | — | — |
| -17.72% | Sep 24, 2018 | 64 | Dec 24, 2018 | 69 | Apr 4, 2019 | 133 |
| -13.17% | Mar 3, 2015 | 123 | Aug 25, 2015 | 140 | Mar 16, 2016 | 263 |
| -11.64% | Jan 29, 2018 | 39 | Mar 23, 2018 | 120 | Sep 13, 2018 | 159 |
Volatility Chart
The current Buffet Portfolio Dividend Growth SCHD/VONG/VOO volatility is 2.72%, 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.