Tech 60 40
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 40% |
QQQ Invesco QQQ | Large Cap Blend Equities | 60% |
Performance
Performance Chart
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The earliest data available for this chart is Apr 10, 2007, corresponding to the inception date of BND
Returns By Period
As of May 11, 2025, the Tech 60 40 returned -1.63% Year-To-Date and 11.21% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| Tech 60 40 | -1.63% | 5.94% | -2.23% | 9.22% | 10.27% | 11.21% |
| Portfolio components: | ||||||
QQQ Invesco QQQ | -4.41% | 9.37% | -4.80% | 11.06% | 17.35% | 17.24% |
BND Vanguard Total Bond Market ETF | 2.21% | 0.98% | 1.19% | 5.53% | -0.78% | 1.51% |
Monthly Returns
The table below presents the monthly returns of Tech 60 40, 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 | 1.53% | -0.77% | -4.48% | 1.00% | 1.21% | -1.63% | |||||||
| 2024 | 1.03% | 2.65% | 1.11% | -3.59% | 4.34% | 4.26% | -0.06% | 1.25% | 2.09% | -1.50% | 3.66% | -0.35% | 15.59% |
| 2023 | 7.72% | -1.24% | 6.88% | 0.54% | 4.29% | 3.80% | 2.28% | -1.16% | -4.07% | -1.85% | 8.30% | 4.80% | 33.69% |
| 2022 | -6.06% | -3.08% | 1.49% | -9.72% | -0.55% | -5.84% | 8.44% | -4.24% | -8.08% | 1.92% | 4.81% | -5.83% | -24.99% |
| 2021 | -0.19% | -0.69% | 0.53% | 3.91% | -0.68% | 4.19% | 2.18% | 2.47% | -3.88% | 4.74% | 1.31% | 0.56% | 15.06% |
| 2020 | 2.62% | -2.99% | -4.85% | 10.09% | 4.39% | 4.17% | 5.02% | 6.40% | -3.69% | -2.05% | 7.18% | 3.02% | 31.97% |
| 2019 | 5.86% | 1.82% | 3.16% | 3.30% | -4.35% | 4.99% | 1.46% | -0.06% | 0.32% | 2.76% | 2.47% | 2.38% | 26.49% |
| 2018 | 4.74% | -1.20% | -2.28% | -0.03% | 3.71% | 0.69% | 1.67% | 3.77% | -0.38% | -5.50% | 0.11% | -4.19% | 0.57% |
| 2017 | 3.14% | 2.90% | 1.24% | 1.95% | 2.64% | -1.40% | 2.60% | 1.60% | -0.37% | 2.76% | 1.17% | 0.60% | 20.41% |
| 2016 | -3.64% | -0.54% | 4.28% | -1.75% | 2.58% | -0.55% | 4.55% | 0.53% | 1.40% | -1.25% | -0.77% | 0.83% | 5.48% |
| 2015 | -0.28% | 3.69% | -1.21% | 1.02% | 1.16% | -1.95% | 3.09% | -4.26% | -0.94% | 6.89% | 0.24% | -1.03% | 6.12% |
| 2014 | -0.54% | 3.25% | -1.72% | 0.13% | 3.11% | 1.93% | 0.60% | 3.48% | -0.69% | 1.88% | 3.08% | -1.34% | 13.76% |
Expense Ratio
Tech 60 40 has an expense ratio of 0.13%, which is considered low. 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 Tech 60 40 is 50, 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 | |
|---|---|---|---|---|---|
QQQ Invesco QQQ | 0.45 | 0.81 | 1.11 | 0.51 | 1.65 |
BND Vanguard Total Bond Market ETF | 1.00 | 1.45 | 1.17 | 0.42 | 2.54 |
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Dividends
Dividend yield
Tech 60 40 provided a 1.87% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.87% | 1.80% | 1.61% | 1.52% | 1.04% | 1.22% | 1.53% | 1.67% | 1.52% | 1.64% | 1.62% | 1.96% |
| Portfolio components: | ||||||||||||
QQQ Invesco QQQ | 0.61% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
BND Vanguard Total Bond Market ETF | 3.75% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
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 Tech 60 40. 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 Tech 60 40 was 34.12%, occurring on Nov 20, 2008. Recovery took 326 trading sessions.
The current Tech 60 40 drawdown is 5.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.12% | Nov 1, 2007 | 267 | Nov 20, 2008 | 326 | Mar 11, 2010 | 593 |
| -27.73% | Nov 22, 2021 | 240 | Nov 3, 2022 | 302 | Jan 19, 2024 | 542 |
| -18.74% | Feb 20, 2020 | 22 | Mar 20, 2020 | 42 | May 20, 2020 | 64 |
| -13.82% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -13.4% | Sep 4, 2018 | 78 | Dec 24, 2018 | 58 | Mar 20, 2019 | 136 |
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 1.92, 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 | BND | QQQ | Portfolio | |
|---|---|---|---|---|
| ^GSPC | 1.00 | -0.16 | 0.89 | 0.88 |
| BND | -0.16 | 1.00 | -0.11 | 0.02 |
| QQQ | 0.89 | -0.11 | 1.00 | 0.99 |
| Portfolio | 0.88 | 0.02 | 0.99 | 1.00 |