Manu's most aggressive plan
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
^GSPC S&P 500 | 60% | |
GLD SPDR Gold Trust | Precious Metals, Gold | 15% |
INDA iShares MSCI India ETF | Asia Pacific Equities | 10% |
QQQ Invesco QQQ | Large Cap Blend Equities | 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 most aggressive plan, 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 Feb 3, 2012, corresponding to the inception date of INDA
Returns By Period
As of Jul 25, 2024, the Manu's most aggressive plan returned 14.53% Year-To-Date and 10.42% 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 most aggressive plan | 13.62% | -0.99% | 12.03% | 20.24% | 13.16% | 10.38% |
| Portfolio components: | ||||||
GLD SPDR Gold Trust | 14.21% | 2.70% | 16.75% | 21.01% | 10.34% | 5.73% |
SLV iShares Silver Trust | 16.67% | -3.42% | 21.81% | 14.93% | 10.69% | 2.54% |
^GSPC S&P 500 | 13.20% | -1.44% | 10.39% | 18.99% | 12.31% | 10.63% |
QQQ Invesco QQQ | 12.23% | -4.60% | 8.45% | 22.52% | 19.44% | 17.85% |
INDA iShares MSCI India ETF | 14.26% | 1.00% | 13.38% | 26.09% | 12.02% | 7.57% |
Monthly Returns
The table below presents the monthly returns of Manu's most aggressive plan, 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 | 0.94% | 3.94% | 3.79% | -2.04% | 4.63% | 2.91% | 13.62% | ||||||
| 2023 | 5.42% | -3.49% | 5.13% | 1.71% | 0.57% | 4.57% | 3.27% | -1.65% | -4.56% | -0.50% | 7.90% | 3.68% | 23.46% |
| 2022 | -4.43% | -1.37% | 2.96% | -7.54% | -1.49% | -6.91% | 7.19% | -3.97% | -7.50% | 5.28% | 6.29% | -4.18% | -16.00% |
| 2021 | -1.31% | 1.05% | 2.54% | 4.29% | 2.50% | 0.46% | 2.01% | 2.71% | -4.18% | 5.55% | -0.90% | 3.60% | 19.46% |
| 2020 | 0.74% | -6.75% | -11.21% | 11.79% | 4.87% | 2.84% | 8.32% | 6.58% | -4.48% | -2.05% | 7.40% | 5.53% | 23.10% |
| 2019 | 6.09% | 1.87% | 1.84% | 2.83% | -4.58% | 6.22% | 0.68% | 0.33% | 0.56% | 2.68% | 1.63% | 3.09% | 25.36% |
| 2018 | 5.16% | -3.83% | -2.01% | 0.30% | 1.34% | -0.28% | 2.64% | 1.81% | -0.75% | -5.51% | 2.07% | -4.85% | -4.40% |
| 2017 | 3.48% | 3.84% | 0.72% | 0.99% | 1.24% | -0.57% | 2.68% | 1.02% | -0.07% | 2.43% | 1.71% | 1.57% | 20.68% |
| 2016 | -3.31% | 0.90% | 5.65% | 1.38% | -0.04% | 2.22% | 4.15% | -0.88% | 0.33% | -2.21% | -0.24% | 0.82% | 8.77% |
| 2015 | 0.44% | 3.17% | -2.06% | -0.30% | 1.49% | -2.09% | 0.61% | -5.03% | -1.94% | 6.77% | -1.64% | -1.29% | -2.33% |
| 2014 | -2.45% | 4.96% | 0.16% | 0.24% | 1.95% | 3.42% | -1.49% | 3.04% | -2.76% | 1.48% | 1.71% | -0.87% | 9.49% |
| 2013 | 3.75% | -1.28% | 2.69% | 0.05% | -0.15% | -3.48% | 4.45% | -1.16% | 1.77% | 4.09% | 0.64% | 1.53% | 13.31% |
Expense Ratio
Manu's most aggressive plan has an expense ratio of 0.17%, 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 risk-adjusted rank of Manu's most aggressive plan is 76, placing it in the top 24% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined 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 | |
|---|---|---|---|---|---|
GLD SPDR Gold Trust | 1.43 | 2.05 | 1.26 | 1.52 | 6.97 |
SLV iShares Silver Trust | 0.43 | 0.82 | 1.10 | 0.27 | 1.61 |
^GSPC S&P 500 | 1.58 | 2.22 | 1.28 | 1.29 | 5.98 |
QQQ Invesco QQQ | 1.35 | 1.87 | 1.24 | 1.58 | 6.75 |
INDA iShares MSCI India ETF | 1.86 | 2.38 | 1.36 | 2.16 | 13.54 |
Dividends
Dividend yield
Manu's most aggressive plan granted a 0.06% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Manu's most aggressive plan | 0.06% | 0.08% | 0.08% | 0.69% | 0.08% | 0.17% | 0.19% | 0.19% | 0.20% | 0.22% | 0.20% | 0.14% |
| Portfolio components: | ||||||||||||
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% |
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% |
^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% |
QQQ Invesco QQQ | 0.63% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
INDA iShares MSCI India ETF | 0.00% | 0.16% | 0.00% | 6.44% | 0.27% | 0.99% | 0.94% | 1.09% | 0.90% | 1.19% | 0.63% | 0.40% |
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 most aggressive plan. 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 most aggressive plan was 29.19%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.
The current Manu's most aggressive plan drawdown is 4.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.19% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -22.53% | Jan 5, 2022 | 196 | Oct 14, 2022 | 284 | Dec 1, 2023 | 480 |
| -14.8% | Jan 29, 2018 | 229 | Dec 24, 2018 | 70 | Apr 5, 2019 | 299 |
| -12.44% | May 19, 2015 | 170 | Jan 20, 2016 | 113 | Jun 30, 2016 | 283 |
| -10.19% | Apr 3, 2012 | 42 | Jun 1, 2012 | 68 | Sep 7, 2012 | 110 |
Volatility
Volatility Chart
The current Manu's most aggressive plan volatility is 3.56%, 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
| GLD | SLV | INDA | QQQ | ^GSPC | |
|---|---|---|---|---|---|
| GLD | 1.00 | 0.79 | 0.11 | 0.02 | 0.02 |
| SLV | 0.79 | 1.00 | 0.21 | 0.14 | 0.16 |
| INDA | 0.11 | 0.21 | 1.00 | 0.49 | 0.55 |
| QQQ | 0.02 | 0.14 | 0.49 | 1.00 | 0.90 |
| ^GSPC | 0.02 | 0.16 | 0.55 | 0.90 | 1.00 |