Manu's more aggressive plan (simple positions)
Asset Allocation
Position | Category/Sector | Weight |
---|---|---|
^GSPC S&P 500 | 45% | |
CORP PIMCO Investment Grade Corporate Bond Index ETF | Corporate Bonds | 25% |
EEM iShares MSCI Emerging Markets ETF | Asia Pacific Equities | 15% |
GLD SPDR Gold Trust | Precious Metals, Gold | 10% |
SLV iShares Silver Trust | Precious Metals | 5% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Manu's more aggressive plan (simple positions), 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
The earliest data available for this chart is Sep 21, 2010, corresponding to the inception date of CORP
Returns By Period
As of Jul 25, 2024, the Manu's more aggressive plan (simple positions) returned 9.81% Year-To-Date and 6.79% of annualized return in the last 10 years.
Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
^GSPC S&P 500 | 13.20% | -1.28% | 10.32% | 18.23% | 12.31% | 10.58% |
Manu's more aggressive plan (simple positions) | 9.16% | -0.52% | 9.24% | 13.93% | 8.10% | 6.76% |
Portfolio components: | ||||||
^GSPC S&P 500 | 13.20% | -1.44% | 10.39% | 18.99% | 12.31% | 10.63% |
EEM iShares MSCI Emerging Markets ETF | 5.00% | -1.29% | 8.56% | 5.08% | 1.93% | 1.53% |
SLV iShares Silver Trust | 16.67% | -3.42% | 21.81% | 14.93% | 10.69% | 2.54% |
GLD SPDR Gold Trust | 14.21% | 2.70% | 16.75% | 21.01% | 10.34% | 5.73% |
CORP PIMCO Investment Grade Corporate Bond Index ETF | 0.86% | 0.89% | 2.05% | 7.17% | 1.25% | 2.62% |
Monthly Returns
The table below presents the monthly returns of Manu's more aggressive plan (simple positions), with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.34% | 2.60% | 3.41% | -1.88% | 3.88% | 1.81% | 9.16% | ||||||
2023 | 5.77% | -4.25% | 4.32% | 0.99% | -1.02% | 3.29% | 3.07% | -2.21% | -4.26% | -1.02% | 7.30% | 3.60% | 15.84% |
2022 | -3.46% | -1.41% | 0.54% | -6.81% | -0.23% | -5.64% | 4.69% | -3.85% | -7.21% | 2.86% | 7.63% | -2.61% | -15.45% |
2021 | -0.57% | 0.13% | 1.04% | 3.46% | 1.80% | 0.44% | 0.53% | 1.16% | -3.67% | 3.87% | -1.31% | 2.64% | 9.68% |
2020 | 0.05% | -4.54% | -10.07% | 8.94% | 4.26% | 2.69% | 7.19% | 4.24% | -3.69% | -1.10% | 6.18% | 4.36% | 18.13% |
2019 | 6.22% | 0.97% | 1.30% | 2.13% | -3.77% | 5.70% | 0.62% | 0.82% | 0.14% | 2.21% | 0.98% | 3.20% | 22.13% |
2018 | 3.97% | -3.65% | -1.04% | -0.70% | 0.61% | -0.94% | 1.94% | 0.45% | 0.01% | -4.77% | 1.42% | -3.12% | -5.98% |
2017 | 2.99% | 2.67% | 0.44% | 0.84% | 1.23% | 0.09% | 2.23% | 1.22% | 0.10% | 1.58% | 1.10% | 1.64% | 17.32% |
2016 | -2.18% | 1.52% | 5.39% | 1.84% | -1.14% | 3.09% | 3.37% | -0.65% | 0.45% | -1.87% | -1.08% | 0.68% | 9.50% |
2015 | 0.59% | 1.90% | -1.19% | 1.11% | -0.10% | -2.27% | -0.83% | -4.05% | -1.68% | 5.42% | -1.48% | -1.71% | -4.51% |
2014 | -2.14% | 3.89% | 0.19% | 0.60% | 1.31% | 2.43% | -1.11% | 2.42% | -3.48% | 0.97% | 0.72% | -0.50% | 5.18% |
2013 | 2.17% | -0.63% | 1.58% | 0.01% | -1.41% | -3.53% | 3.45% | -0.39% | 1.60% | 3.10% | 0.22% | 0.43% | 6.57% |
Expense Ratio
Manu's more aggressive plan (simple positions) has an expense ratio of 0.22%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Manu's more aggressive plan (simple positions) is 48, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
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 | Martin ratio | |
---|---|---|---|---|---|
^GSPC S&P 500 | 1.58 | 2.22 | 1.28 | 1.29 | 5.98 |
EEM iShares MSCI Emerging Markets ETF | 0.31 | 0.54 | 1.06 | 0.13 | 0.78 |
SLV iShares Silver Trust | 0.43 | 0.82 | 1.10 | 0.21 | 1.61 |
GLD SPDR Gold Trust | 1.43 | 2.05 | 1.26 | 1.52 | 6.97 |
CORP PIMCO Investment Grade Corporate Bond Index ETF | 0.97 | 1.46 | 1.17 | 0.37 | 3.20 |
Dividends
Dividend yield
Manu's more aggressive plan (simple positions) granted a 1.66% dividend yield in the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Manu's more aggressive plan (simple positions) | 1.66% | 1.61% | 1.19% | 0.93% | 0.94% | 1.23% | 1.21% | 1.05% | 1.01% | 1.16% | 1.22% | 2.14% |
Portfolio components: | ||||||||||||
^GSPC S&P 500 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EEM iShares MSCI Emerging Markets ETF | 2.48% | 2.63% | 2.50% | 1.99% | 1.45% | 2.76% | 2.22% | 1.87% | 1.88% | 2.48% | 2.22% | 2.04% |
SLV iShares Silver Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GLD SPDR Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CORP PIMCO Investment Grade Corporate Bond Index ETF | 5.14% | 4.84% | 3.28% | 2.51% | 2.90% | 3.25% | 3.49% | 3.08% | 2.91% | 3.14% | 3.55% | 7.34% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Manu's more aggressive plan (simple positions). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Manu's more aggressive plan (simple positions) was 25.24%, occurring on Mar 20, 2020. Recovery took 79 trading sessions.
The current Manu's more aggressive plan (simple positions) drawdown is 3.67%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-25.24% | Feb 20, 2020 | 22 | Mar 20, 2020 | 79 | Jul 14, 2020 | 101 |
-22.84% | Nov 15, 2021 | 231 | Oct 14, 2022 | 345 | Mar 1, 2024 | 576 |
-14.46% | May 2, 2011 | 108 | Oct 3, 2011 | 96 | Feb 21, 2012 | 204 |
-13.73% | Jan 29, 2018 | 229 | Dec 24, 2018 | 122 | Jun 20, 2019 | 351 |
-13.14% | Apr 29, 2015 | 184 | Jan 20, 2016 | 114 | Jul 1, 2016 | 298 |
Volatility
Volatility Chart
The current Manu's more aggressive plan (simple positions) volatility is 2.95%, 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.
Diversification
Asset Correlations Table
CORP | ^GSPC | EEM | GLD | SLV | |
---|---|---|---|---|---|
CORP | 1.00 | 0.03 | 0.06 | 0.28 | 0.20 |
^GSPC | 0.03 | 1.00 | 0.72 | 0.03 | 0.18 |
EEM | 0.06 | 0.72 | 1.00 | 0.18 | 0.30 |
GLD | 0.28 | 0.03 | 0.18 | 1.00 | 0.80 |
SLV | 0.20 | 0.18 | 0.30 | 0.80 | 1.00 |