Sawyer Portfolio Aggressive Growth
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
META Meta Platforms, Inc. | Communication Services | 10% |
AAPL Apple Inc. | Technology | 10% |
TSLA Tesla, Inc. | Consumer Cyclical | 10% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 10% |
LLY Eli Lilly and Company | Healthcare | 10% |
NVDA NVIDIA Corporation | Technology | 10% |
AMD Advanced Micro Devices, Inc. | Technology | 10% |
MSFT Microsoft Corporation | Technology | 10% |
GOOGL Alphabet Inc. | Communication Services | 10% |
GOLD Barrick Gold Corporation | Basic Materials | 10% |
Performance
The chart shows the growth of an initial investment of $10,000 in Sawyer Portfolio Aggressive Growth, 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 Sep 21, 2023, the Sawyer Portfolio Aggressive Growth returned 72.39% Year-To-Date and 34.45% of annualized return in the last 10 years.
| 1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 0.06% | 11.82% | 14.66% | 14.17% | 8.51% | 9.93% |
| Sawyer Portfolio Aggressive Growth | 1.11% | 30.60% | 72.39% | 52.31% | 34.26% | 34.45% |
| Portfolio components: | ||||||
META Meta Platforms, Inc. | 3.37% | 49.98% | 149.02% | 105.13% | 13.00% | 20.25% |
AAPL Apple Inc. | -0.20% | 11.49% | 35.64% | 12.51% | 27.58% | 28.28% |
TSLA Tesla, Inc. | 13.54% | 37.37% | 113.18% | -14.95% | 67.74% | 35.93% |
AMZN Amazon.com, Inc. | 0.45% | 37.07% | 61.06% | 10.72% | 7.18% | 23.96% |
LLY Eli Lilly and Company | 3.56% | 72.93% | 56.95% | 90.81% | 42.41% | 29.48% |
NVDA NVIDIA Corporation | -10.06% | 59.61% | 189.13% | 220.77% | 45.44% | 60.64% |
AMD Advanced Micro Devices, Inc. | -7.28% | 2.83% | 54.92% | 33.34% | 26.56% | 38.66% |
MSFT Microsoft Corporation | -0.34% | 18.31% | 34.67% | 33.58% | 24.35% | 27.89% |
GOOGL Alphabet Inc. | 4.18% | 29.38% | 51.58% | 32.23% | 18.00% | 19.48% |
GOLD Barrick Gold Corporation | 5.16% | -7.67% | -2.65% | 12.21% | 12.12% | 0.44% |
| Returns over 1 year are annualized | ||||||
Asset Correlations Table
| GOLD | LLY | TSLA | AMD | META | AAPL | NVDA | AMZN | MSFT | GOOGL | |
|---|---|---|---|---|---|---|---|---|---|---|
| GOLD | 1.00 | 0.04 | 0.08 | 0.10 | 0.11 | 0.09 | 0.09 | 0.10 | 0.10 | 0.09 |
| LLY | 0.04 | 1.00 | 0.14 | 0.17 | 0.24 | 0.25 | 0.21 | 0.25 | 0.33 | 0.30 |
| TSLA | 0.08 | 0.14 | 1.00 | 0.34 | 0.34 | 0.37 | 0.40 | 0.40 | 0.36 | 0.37 |
| AMD | 0.10 | 0.17 | 0.34 | 1.00 | 0.36 | 0.41 | 0.61 | 0.43 | 0.46 | 0.41 |
| META | 0.11 | 0.24 | 0.34 | 0.36 | 1.00 | 0.46 | 0.47 | 0.55 | 0.49 | 0.60 |
| AAPL | 0.09 | 0.25 | 0.37 | 0.41 | 0.46 | 1.00 | 0.50 | 0.51 | 0.57 | 0.54 |
| NVDA | 0.09 | 0.21 | 0.40 | 0.61 | 0.47 | 0.50 | 1.00 | 0.51 | 0.56 | 0.52 |
| AMZN | 0.10 | 0.25 | 0.40 | 0.43 | 0.55 | 0.51 | 0.51 | 1.00 | 0.59 | 0.66 |
| MSFT | 0.10 | 0.33 | 0.36 | 0.46 | 0.49 | 0.57 | 0.56 | 0.59 | 1.00 | 0.64 |
| GOOGL | 0.09 | 0.30 | 0.37 | 0.41 | 0.60 | 0.54 | 0.52 | 0.66 | 0.64 | 1.00 |
Dividend yield
Sawyer Portfolio Aggressive Growth granted a 0.49% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sawyer Portfolio Aggressive Growth | 0.49% | 0.68% | 0.68% | 0.50% | 0.54% | 0.78% | 0.75% | 0.88% | 1.09% | 1.20% | 1.56% | 1.33% |
| Portfolio components: | ||||||||||||
META Meta Platforms, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc. | 0.54% | 0.70% | 0.49% | 0.62% | 1.06% | 1.86% | 1.54% | 2.07% | 2.12% | 1.87% | 2.40% | 1.16% |
TSLA Tesla, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMZN Amazon.com, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LLY Eli Lilly and Company | 0.77% | 1.08% | 1.26% | 1.82% | 2.08% | 2.10% | 2.73% | 3.16% | 2.77% | 3.41% | 4.76% | 5.11% |
NVDA NVIDIA Corporation | 0.04% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.23% | 1.77% | 2.06% | 0.66% |
AMD Advanced Micro Devices, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.85% | 1.07% | 0.69% | 0.96% | 1.24% | 1.78% | 1.99% | 2.59% | 2.61% | 2.86% | 3.07% | 3.79% |
GOOGL Alphabet Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GOLD Barrick Gold Corporation | 2.74% | 3.83% | 4.28% | 1.47% | 0.77% | 1.55% | 0.93% | 0.57% | 2.15% | 2.15% | 3.30% | 2.55% |
Expense Ratio
The Sawyer Portfolio Aggressive Growth has an expense ratio of 0.00%, indicating no management fees are charged. 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 | |
|---|---|---|---|---|---|
META Meta Platforms, Inc. | 2.00 | ||||
AAPL Apple Inc. | 0.51 | ||||
TSLA Tesla, Inc. | -0.25 | ||||
AMZN Amazon.com, Inc. | 0.22 | ||||
LLY Eli Lilly and Company | 3.16 | ||||
NVDA NVIDIA Corporation | 3.98 | ||||
AMD Advanced Micro Devices, Inc. | 0.60 | ||||
MSFT Microsoft Corporation | 1.05 | ||||
GOOGL Alphabet Inc. | 0.87 | ||||
GOLD Barrick Gold Corporation | 0.26 |
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 Sawyer Portfolio Aggressive Growth. 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 Sawyer Portfolio Aggressive Growth is 40.96%, recorded on Nov 3, 2022. It took 143 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.96% | Nov 22, 2021 | 240 | Nov 3, 2022 | 143 | Jun 1, 2023 | 383 |
| -31.25% | Feb 20, 2020 | 18 | Mar 16, 2020 | 39 | May 11, 2020 | 57 |
| -21.55% | Oct 2, 2018 | 58 | Dec 24, 2018 | 59 | Mar 21, 2019 | 117 |
| -15.04% | Sep 20, 2012 | 39 | Nov 15, 2012 | 112 | Apr 30, 2013 | 151 |
| -14.63% | Sep 2, 2020 | 15 | Sep 23, 2020 | 58 | Dec 15, 2020 | 73 |
Volatility Chart
The current Sawyer Portfolio Aggressive Growth volatility is 5.99%, 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.