Lazy Couch Potato Dividend and Growth Portfolio
Dividends with some growth
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Lazy Couch Potato Dividend and Growth Portfolio, 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 8, 2022, corresponding to the inception date of IDVO
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 16.48% | 1.67% | 14.21% | 21.98% | 13.13% | 10.91% |
| Lazy Couch Potato Dividend and Growth Portfolio | 14.03% | 1.24% | 12.05% | 19.41% | N/A | N/A |
| Portfolio components: | ||||||
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 14.93% | -0.04% | 11.25% | 23.98% | N/A | N/A |
SCHG Schwab U.S. Large-Cap Growth ETF | 21.37% | -0.02% | 17.03% | 31.96% | 19.56% | 16.16% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 10.77% | 2.05% | 9.66% | 12.03% | 11.39% | N/A |
IDVO Amplify International Enhanced Dividend Income ETF | 11.48% | 3.02% | 12.65% | 16.42% | N/A | N/A |
SPYI NEOS S&P 500 High Income ETF | 11.56% | 1.13% | 9.54% | 13.10% | N/A | N/A |
Monthly Returns
The table below presents the monthly returns of Lazy Couch Potato Dividend and Growth Portfolio, 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 | 1.86% | 4.00% | 2.90% | -2.75% | 4.43% | 2.07% | 14.03% | ||||||
| 2023 | 5.87% | -1.77% | 4.36% | 1.58% | 0.99% | 5.24% | 3.06% | -1.47% | -3.57% | -1.30% | 7.27% | 3.10% | 25.23% |
| 2022 | -8.75% | 6.25% | 5.99% | -4.70% | -2.07% |
Expense Ratio
Lazy Couch Potato Dividend and Growth Portfolio features an expense ratio of 0.45%, 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
Risk-Adjusted Performance Rank
The current risk-adjusted rank of Lazy Couch Potato Dividend and Growth Portfolio 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 | |
|---|---|---|---|---|---|
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 2.18 | 2.92 | 1.41 | 3.65 | 13.43 |
SCHG Schwab U.S. Large-Cap Growth ETF | 2.09 | 2.84 | 1.37 | 3.21 | 11.38 |
DIVO Amplify CWP Enhanced Dividend Income ETF | 1.58 | 2.33 | 1.27 | 1.71 | 5.11 |
IDVO Amplify International Enhanced Dividend Income ETF | 1.32 | 1.88 | 1.23 | 2.10 | 5.43 |
SPYI NEOS S&P 500 High Income ETF | 1.64 | 2.26 | 1.32 | 1.77 | 6.20 |
Dividends
Dividend yield
Lazy Couch Potato Dividend and Growth Portfolio granted a 6.22% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lazy Couch Potato Dividend and Growth Portfolio | 6.22% | 6.58% | 4.16% | 1.04% | 1.09% | 1.80% | 1.31% | 0.97% | 0.25% | 0.24% | 0.22% | 0.21% |
| Portfolio components: | ||||||||||||
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 8.97% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.27% | 1.22% | 1.09% | 1.07% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 4.50% | 4.67% | 4.76% | 4.79% | 4.91% | 8.16% | 5.27% | 3.83% | 0.00% | 0.00% | 0.00% | 0.00% |
IDVO Amplify International Enhanced Dividend Income ETF | 5.59% | 5.72% | 1.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYI NEOS S&P 500 High Income ETF | 11.63% | 12.01% | 4.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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 Lazy Couch Potato Dividend and Growth Portfolio. 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 Lazy Couch Potato Dividend and Growth Portfolio was 11.37%, occurring on Oct 12, 2022. Recovery took 34 trading sessions.
The current Lazy Couch Potato Dividend and Growth Portfolio drawdown is 2.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.37% | Sep 13, 2022 | 22 | Oct 12, 2022 | 34 | Nov 30, 2022 | 56 |
| -7.53% | Aug 1, 2023 | 63 | Oct 27, 2023 | 16 | Nov 20, 2023 | 79 |
| -5.62% | Dec 2, 2022 | 23 | Jan 5, 2023 | 14 | Jan 26, 2023 | 37 |
| -4.99% | Feb 3, 2023 | 25 | Mar 10, 2023 | 14 | Mar 30, 2023 | 39 |
| -4.28% | Apr 1, 2024 | 15 | Apr 19, 2024 | 11 | May 6, 2024 | 26 |
Volatility
Volatility Chart
The current Lazy Couch Potato Dividend and Growth Portfolio volatility is 2.21%, 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
| IDVO | DIVO | JEPQ | SCHG | SPYI | |
|---|---|---|---|---|---|
| IDVO | 1.00 | 0.67 | 0.61 | 0.62 | 0.67 |
| DIVO | 0.67 | 1.00 | 0.61 | 0.61 | 0.74 |
| JEPQ | 0.61 | 0.61 | 1.00 | 0.96 | 0.86 |
| SCHG | 0.62 | 0.61 | 0.96 | 1.00 | 0.87 |
| SPYI | 0.67 | 0.74 | 0.86 | 0.87 | 1.00 |