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Buffet Portfolio Dividend Growth SCHD/VONG/VGSH

Last updated Feb 21, 2024

Asset Allocation


VONG 50%SCHD 50%EquityEquity
PositionCategory/SectorWeight
VONG
Vanguard Russell 1000 Growth ETF
Large Cap Blend Equities

50%

SCHD
Schwab US Dividend Equity ETF
Large Cap Growth Equities, Dividend

50%

Performance

The chart shows the growth of an initial investment of $10,000 in Buffet Portfolio Dividend Growth SCHD/VONG/VGSH, 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


-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2024February
13.31%
13.40%
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Oct 20, 2011, corresponding to the inception date of SCHD

Returns

As of Feb 21, 2024, the Buffet Portfolio Dividend Growth SCHD/VONG/VGSH returned 3.70% Year-To-Date and 13.63% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
N/AN/AN/AN/AN/AN/A
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH3.70%1.85%13.31%20.28%15.52%13.63%
VONG
Vanguard Russell 1000 Growth ETF
6.33%3.21%19.27%38.13%18.25%15.42%
SCHD
Schwab US Dividend Equity ETF
1.10%0.50%7.54%3.81%12.08%11.43%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.29%
20233.84%-1.19%-4.87%-2.61%8.64%5.37%

Sharpe Ratio

The current Buffet Portfolio Dividend Growth SCHD/VONG/VGSH Sharpe ratio is 1.61. A Sharpe ratio greater than 1.0 is considered acceptable.

-1.000.001.002.003.004.001.61

The Sharpe ratio of Buffet Portfolio Dividend Growth SCHD/VONG/VGSH lies between the 25th and 75th percentiles. It indicates that the portfolio's risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.


Rolling 12-month Sharpe Ratio0.501.001.502.00SeptemberOctoberNovemberDecember2024February
1.61
1.75
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH
Benchmark (^GSPC)
Portfolio components

Dividend yield

Buffet Portfolio Dividend Growth SCHD/VONG/VGSH granted a 2.06% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH2.06%2.10%2.19%1.68%1.96%2.00%2.12%1.91%2.18%2.22%2.03%1.87%
VONG
Vanguard Russell 1000 Growth ETF
0.66%0.71%0.98%0.58%0.77%1.03%1.18%1.19%1.48%1.47%1.43%1.28%
SCHD
Schwab US Dividend Equity ETF
3.45%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%2.47%

Expense Ratio

The Buffet Portfolio Dividend Growth SCHD/VONG/VGSH has an expense ratio of 0.07% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


0.08%
0.00%2.15%
0.06%
0.00%2.15%

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
VONG
Vanguard Russell 1000 Growth ETF
2.45
SCHD
Schwab US Dividend Equity ETF
0.33

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

SCHDVONG
SCHD1.000.75
VONG0.751.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2024February
-1.03%
-1.08%
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Buffet Portfolio Dividend Growth SCHD/VONG/VGSH. 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 Buffet Portfolio Dividend Growth SCHD/VONG/VGSH was 32.22%, occurring on Mar 23, 2020. Recovery took 84 trading sessions.

The current Buffet Portfolio Dividend Growth SCHD/VONG/VGSH drawdown is 1.03%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.22%Feb 20, 202023Mar 23, 202084Jul 22, 2020107
-23.63%Dec 28, 2021200Oct 12, 2022295Dec 14, 2023495
-19.18%Sep 21, 201865Dec 24, 201869Apr 4, 2019134
-12.02%May 22, 201566Aug 25, 201548Nov 2, 2015114
-10.61%Nov 4, 201568Feb 11, 201631Mar 29, 201699

Volatility Chart

The current Buffet Portfolio Dividend Growth SCHD/VONG/VGSH volatility is 3.39%, 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.


2.00%3.00%4.00%5.00%SeptemberOctoberNovemberDecember2024February
3.39%
3.37%
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH
Benchmark (^GSPC)
Portfolio components
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