Manu's most aggressive plan
Asset Allocation
Position | Category/Sector | Weight |
---|---|---|
GLD SPDR Gold Trust | Precious Metals, Gold | 15% |
SLV iShares Silver Trust | Precious Metals | 5% |
^GSPC S&P 500 | 60% | |
QQQ Invesco QQQ | Large Cap Blend Equities | 10% |
INDA iShares MSCI India ETF | Asia Pacific Equities | 10% |
Performance
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
Returns
As of Oct 3, 2023, the Manu's most aggressive plan returned 10.58% Year-To-Date and 9.29% 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% | 4.58% | 11.69% | 16.58% | 8.16% | 9.78% |
Manu's most aggressive plan | -4.95% | 2.92% | 10.58% | 15.50% | 9.72% | 9.29% |
Portfolio components: | ||||||
GLD SPDR Gold Trust | -5.81% | -9.75% | 0.01% | 7.08% | 8.41% | 2.98% |
SLV iShares Silver Trust | -12.40% | -15.45% | -11.81% | 1.68% | 7.39% | -0.68% |
^GSPC S&P 500 | -5.04% | 4.58% | 11.69% | 16.58% | 8.16% | 9.78% |
QQQ Invesco QQQ | -4.19% | 13.54% | 36.26% | 32.97% | 15.51% | 17.44% |
INDA iShares MSCI India ETF | -0.07% | 11.85% | 6.12% | 8.11% | 9.66% | 7.97% |
Returns over 1 year are annualized |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 5.13% | 1.71% | 0.57% | 4.57% | 3.27% | -1.65% | -4.56% |
Dividend yield
Manu's most aggressive plan granted a 0.08% dividend yield in the last twelve months.
TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Manu's most aggressive plan | 0.08% | 0.08% | 0.69% | 0.08% | 0.18% | 0.20% | 0.21% | 0.21% | 0.24% | 0.22% | 0.18% | 0.19% |
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 | 0.60% | 0.81% | 0.43% | 0.56% | 0.76% | 0.94% | 0.87% | 1.11% | 1.05% | 1.51% | 1.10% | 1.39% |
INDA iShares MSCI India ETF | 0.18% | 0.00% | 6.45% | 0.29% | 1.06% | 1.02% | 1.19% | 1.00% | 1.33% | 0.71% | 0.69% | 0.47% |
Expense Ratio
The Manu's most aggressive plan features an expense ratio of 0.17%, falling within the medium range. 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 | |
---|---|---|---|---|---|
GLD SPDR Gold Trust | 0.68 | ||||
SLV iShares Silver Trust | 0.41 | ||||
^GSPC S&P 500 | 1.04 | ||||
QQQ Invesco QQQ | 1.49 | ||||
INDA iShares MSCI India ETF | 0.76 |
Asset Correlations Table
GLD | SLV | INDA | QQQ | ^GSPC | |
---|---|---|---|---|---|
GLD | 1.00 | 0.80 | 0.11 | 0.01 | 0.01 |
SLV | 0.80 | 1.00 | 0.21 | 0.14 | 0.15 |
INDA | 0.11 | 0.21 | 1.00 | 0.49 | 0.56 |
QQQ | 0.01 | 0.14 | 0.49 | 1.00 | 0.90 |
^GSPC | 0.01 | 0.15 | 0.56 | 0.90 | 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 Manu's most aggressive plan. 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 Manu's most aggressive plan is 29.19%, recorded on Mar 23, 2020. It took 82 trading sessions for the portfolio to recover.
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 | — | — | — |
-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 Chart
The current Manu's most aggressive plan volatility is 2.51%, 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.