Model Portfolio (50/50 VGT/VOO)
Simulation of $50,000 -50% VGT -50% VOO (Compare over time to just VOO - look at CAGR Return)
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
VGT Vanguard Information Technology ETF | Technology Equities | 50.74% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 49.26% |
Transactions
| Date | Type | Symbol | Quantity | Price |
|---|---|---|---|---|
| Mar 25, 2024 | Buy | Vanguard Information Technology ETF | 47.53 | $526.00 |
| Mar 25, 2024 | Buy | Vanguard S&P 500 ETF | 52.3 | $478.00 |
Performance
Performance Chart
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Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.08% | 9.75% | -1.63% | 12.74% | 15.66% | 10.77% |
| Model Portfolio (50/50 VGT/VOO) | -0.56% | 13.56% | -1.33% | 16.29% | N/A | N/A |
| Portfolio components: | ||||||
VGT Vanguard Information Technology ETF | -1.53% | 17.56% | -1.61% | 18.50% | 20.95% | 19.99% |
VOO Vanguard S&P 500 ETF | 0.46% | 9.97% | -1.04% | 14.18% | 17.41% | 12.74% |
Monthly Returns
The table below presents the monthly returns of Model Portfolio (50/50 VGT/VOO), 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.88% | -2.09% | -7.37% | 0.22% | 8.45% | -0.56% | |||||||
| 2024 | 0.12% | -4.82% | 6.52% | 5.78% | -0.19% | 1.71% | 2.26% | -0.83% | 6.35% | -1.12% | 16.24% |
Expense Ratio
Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Model Portfolio (50/50 VGT/VOO) is 53, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
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 | |
|---|---|---|---|---|---|
VGT Vanguard Information Technology ETF | 0.62 | 1.07 | 1.15 | 0.71 | 2.32 |
VOO Vanguard S&P 500 ETF | 0.74 | 1.15 | 1.17 | 0.77 | 2.94 |
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Dividends
Dividend yield
Model Portfolio (50/50 VGT/VOO) provided a 0.89% dividend yield over the last twelve months.
| TTM | 2024 | |
|---|---|---|
| Portfolio | 0.89% | 0.67% |
Monthly Dividends
The table below shows the monthly dividends paid by this portfolio.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $129.44 | $0.00 | $0.00 | $129.44 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $129.54 | $0.00 | $0.00 | $129.31 | $0.00 | $0.00 | $127.86 | $386.71 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Model Portfolio (50/50 VGT/VOO). 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 Model Portfolio (50/50 VGT/VOO) was 22.66%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current Model Portfolio (50/50 VGT/VOO) drawdown is 5.76%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.66% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -11.66% | Jul 17, 2024 | 14 | Aug 5, 2024 | 46 | Oct 9, 2024 | 60 |
| -6.96% | Mar 28, 2024 | 16 | Apr 19, 2024 | 18 | May 15, 2024 | 34 |
| -4.92% | Dec 17, 2024 | 17 | Jan 13, 2025 | 7 | Jan 23, 2025 | 24 |
| -3.98% | Jan 24, 2025 | 7 | Feb 3, 2025 | 11 | Feb 19, 2025 | 18 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 2 assets, with an effective number of assets of 2.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | VGT | VOO | Portfolio | |
|---|---|---|---|---|
| ^GSPC | 1.00 | 0.92 | 1.00 | 0.97 |
| VGT | 0.92 | 1.00 | 0.91 | 0.99 |
| VOO | 1.00 | 0.91 | 1.00 | 0.97 |
| Portfolio | 0.97 | 0.99 | 0.97 | 1.00 |