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Sawyer Portfolio Aggressive Growth

Last updated Sep 21, 2023

Asset Allocation


META 10%AAPL 10%TSLA 10%AMZN 10%LLY 10%NVDA 10%AMD 10%MSFT 10%GOOGL 10%GOLD 10%EquityEquity
PositionCategory/SectorWeight
META
Meta Platforms, Inc.
Communication Services10%
AAPL
Apple Inc.
Technology10%
TSLA
Tesla, Inc.
Consumer Cyclical10%
AMZN
Amazon.com, Inc.
Consumer Cyclical10%
LLY
Eli Lilly and Company
Healthcare10%
NVDA
NVIDIA Corporation
Technology10%
AMD
Advanced Micro Devices, Inc.
Technology10%
MSFT
Microsoft Corporation
Technology10%
GOOGL
Alphabet Inc.
Communication Services10%
GOLD
Barrick Gold Corporation
Basic Materials10%

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


0.00%10.00%20.00%30.00%AprilMayJuneJulyAugustSeptember
28.78%
10.86%
Sawyer Portfolio Aggressive Growth
Benchmark (^GSPC)
Portfolio components

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 month6 monthsYear-To-Date1 year5 years (annualized)10 years (annualized)
Benchmark0.06%11.82%14.66%14.17%8.51%9.93%
Sawyer Portfolio Aggressive Growth1.11%30.60%72.39%52.31%34.26%34.45%
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%

Asset Correlations Table

The table below shows the correlation coefficients between the assets in the portfolio.

GOLDLLYTSLAAMDMETAAAPLNVDAAMZNMSFTGOOGL
GOLD1.000.040.080.100.110.090.090.100.100.09
LLY0.041.000.140.170.240.250.210.250.330.30
TSLA0.080.141.000.340.340.370.400.400.360.37
AMD0.100.170.341.000.360.410.610.430.460.41
META0.110.240.340.361.000.460.470.550.490.60
AAPL0.090.250.370.410.461.000.500.510.570.54
NVDA0.090.210.400.610.470.501.000.510.560.52
AMZN0.100.250.400.430.550.510.511.000.590.66
MSFT0.100.330.360.460.490.570.560.591.000.64
GOOGL0.090.300.370.410.600.540.520.660.641.00

Sharpe Ratio

The current Sawyer Portfolio Aggressive Growth Sharpe ratio is 1.77. A Sharpe ratio greater than 1.0 is considered acceptable.

-1.000.001.002.003.004.001.77

The Sharpe ratio of Sawyer Portfolio Aggressive Growth is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00AprilMayJuneJulyAugustSeptember
1.77
0.74
Sawyer Portfolio Aggressive Growth
Benchmark (^GSPC)
Portfolio components

Dividend yield

Sawyer Portfolio Aggressive Growth granted a 0.49% dividend yield in the last twelve months.


TTM20222021202020192018201720162015201420132012
Sawyer Portfolio Aggressive Growth0.49%0.68%0.68%0.50%0.54%0.78%0.75%0.88%1.09%1.20%1.56%1.33%
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.


The portfolio doesn't hold funds that charge fees

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
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.


-20.00%-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-4.05%
-8.22%
Sawyer Portfolio Aggressive Growth
Benchmark (^GSPC)
Portfolio components

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, 2021240Nov 3, 2022143Jun 1, 2023383
-31.25%Feb 20, 202018Mar 16, 202039May 11, 202057
-21.55%Oct 2, 201858Dec 24, 201859Mar 21, 2019117
-15.04%Sep 20, 201239Nov 15, 2012112Apr 30, 2013151
-14.63%Sep 2, 202015Sep 23, 202058Dec 15, 202073

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.


2.00%3.00%4.00%5.00%6.00%7.00%AprilMayJuneJulyAugustSeptember
5.99%
3.47%
Sawyer Portfolio Aggressive Growth
Benchmark (^GSPC)
Portfolio components