Dividends Attempt 2
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
CL Colgate-Palmolive Company | Consumer Defensive | 10% |
DPZ Domino's Pizza, Inc. | Consumer Cyclical | 10% |
IBM International Business Machines Corporation | Technology | 10% |
JNJ Johnson & Johnson | Healthcare | 10% |
KO The Coca-Cola Company | Consumer Defensive | 10% |
MMM 3M Company | Industrials | 10% |
RHM.DE Rheinmetall AG | Industrials | 10% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 10% |
WM Waste Management, Inc. | Industrials | 10% |
WMT Walmart Inc. | Consumer Defensive | 10% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Dividends Attempt 2, 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 Every 3 months.
The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of May 6, 2025, the Dividends Attempt 2 returned 24.86% Year-To-Date and 16.14% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.93% | 11.36% | -1.09% | 10.19% | 14.74% | 10.35% |
| Dividends Attempt 2 | 24.86% | 9.79% | 28.22% | 41.23% | 22.78% | 16.14% |
| Portfolio components: | ||||||
MMM 3M Company | 9.61% | 10.94% | 13.03% | 48.23% | 6.85% | 3.82% |
WMT Walmart Inc. | 10.24% | 19.40% | 21.07% | 67.93% | 20.53% | 16.07% |
KO The Coca-Cola Company | 16.01% | 2.53% | 11.78% | 18.78% | 12.99% | 8.95% |
IBM International Business Machines Corporation | 14.11% | 9.54% | 22.54% | 55.43% | 21.06% | 8.51% |
WM Waste Management, Inc. | 16.79% | 4.26% | 10.37% | 14.58% | 20.82% | 18.75% |
DPZ Domino's Pizza, Inc. | 14.30% | 7.57% | 11.95% | -5.79% | 6.18% | 16.75% |
JNJ Johnson & Johnson | 8.04% | 1.15% | -0.47% | 7.17% | 3.70% | 7.09% |
CL Colgate-Palmolive Company | 0.94% | -0.45% | -1.97% | -0.20% | 8.28% | 5.20% |
RHM.DE Rheinmetall AG | 187.72% | 31.65% | 261.29% | 222.28% | 94.56% | 44.13% |
VOO Vanguard S&P 500 ETF | -3.53% | 11.27% | -0.45% | 11.69% | 16.02% | 12.00% |
Monthly Returns
The table below presents the monthly returns of Dividends Attempt 2, 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 | 8.71% | 7.85% | 2.85% | 2.28% | 1.22% | 24.86% | |||||||
| 2024 | 3.16% | 6.74% | 7.05% | -1.20% | 2.92% | 1.09% | 3.89% | 6.24% | 0.52% | -3.63% | 8.29% | -5.23% | 32.96% |
| 2023 | 0.02% | -3.06% | 5.78% | 1.40% | -5.13% | 6.82% | 4.34% | -1.94% | -4.54% | 1.07% | 6.41% | 3.90% | 15.02% |
| 2022 | -3.38% | 1.15% | 9.83% | -0.60% | -1.20% | -0.58% | 0.77% | -4.11% | -7.25% | 7.80% | 8.44% | -4.01% | 5.39% |
| 2021 | -3.47% | -2.02% | 7.39% | 4.61% | 2.44% | 0.01% | 2.34% | 0.97% | -4.86% | 2.42% | -2.37% | 7.94% | 15.49% |
| 2020 | 0.52% | -5.88% | -8.87% | 8.40% | 5.63% | -0.85% | 4.46% | 4.65% | -1.00% | -5.38% | 9.96% | 3.20% | 13.73% |
| 2019 | 8.75% | 1.16% | 1.70% | 3.12% | -3.96% | 6.66% | -1.00% | -0.66% | 2.51% | -0.70% | 1.25% | 2.64% | 22.97% |
| 2018 | 5.67% | -5.56% | 0.37% | -3.50% | -0.69% | 1.01% | 5.22% | 1.31% | 0.43% | -6.58% | 5.01% | -7.45% | -5.77% |
| 2017 | 2.06% | 5.69% | 1.33% | 0.74% | 4.78% | -0.11% | -0.53% | 0.25% | 2.68% | 3.83% | 3.63% | 1.04% | 28.29% |
| 2016 | 0.53% | 3.22% | 6.71% | -1.50% | 0.90% | 2.59% | 4.31% | -0.28% | -0.50% | -0.52% | 0.78% | 0.45% | 17.69% |
| 2015 | -1.43% | 5.34% | -2.09% | -0.11% | 0.48% | -2.59% | 3.16% | -4.11% | 0.00% | 3.27% | 0.64% | 1.08% | 3.30% |
| 2014 | -4.24% | 5.52% | 1.10% | 1.93% | 0.14% | 1.14% | -3.26% | 2.31% | -0.04% | 0.68% | 4.01% | 0.06% | 9.32% |
Expense Ratio
Dividends Attempt 2 has an expense ratio of 0.00%, meaning no management fees are charged. 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
With an overall rank of 98, Dividends Attempt 2 is among the top 2% of portfolios on our website when it comes to balancing risk and reward. Below is 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 | |
|---|---|---|---|---|---|
MMM 3M Company | 1.26 | 2.38 | 1.32 | 1.06 | 8.02 |
WMT Walmart Inc. | 2.65 | 3.52 | 1.50 | 3.00 | 10.09 |
KO The Coca-Cola Company | 0.98 | 1.48 | 1.19 | 1.04 | 2.26 |
IBM International Business Machines Corporation | 1.91 | 2.67 | 1.39 | 3.16 | 9.68 |
WM Waste Management, Inc. | 0.65 | 0.98 | 1.15 | 1.09 | 2.43 |
DPZ Domino's Pizza, Inc. | -0.16 | -0.01 | 1.00 | -0.19 | -0.32 |
JNJ Johnson & Johnson | 0.31 | 0.54 | 1.07 | 0.34 | 0.90 |
CL Colgate-Palmolive Company | -0.09 | 0.01 | 1.00 | -0.09 | -0.16 |
RHM.DE Rheinmetall AG | 4.79 | 5.18 | 1.70 | 12.42 | 29.38 |
VOO Vanguard S&P 500 ETF | 0.51 | 0.83 | 1.12 | 0.52 | 2.03 |
Dividends
Dividend yield
Dividends Attempt 2 provided a 1.80% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.80% | 2.03% | 2.52% | 2.53% | 2.27% | 2.73% | 2.44% | 2.66% | 2.17% | 2.42% | 2.43% | 2.15% |
| Portfolio components: | ||||||||||||
MMM 3M Company | 2.01% | 2.60% | 5.49% | 4.97% | 3.33% | 3.36% | 3.26% | 2.85% | 2.00% | 2.49% | 2.72% | 2.08% |
WMT Walmart Inc. | 0.86% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% |
KO The Coca-Cola Company | 2.74% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
IBM International Business Machines Corporation | 2.68% | 3.03% | 4.05% | 4.68% | 4.74% | 5.17% | 4.80% | 5.46% | 3.85% | 3.31% | 3.63% | 2.65% |
WM Waste Management, Inc. | 1.31% | 1.49% | 1.56% | 1.66% | 1.38% | 1.85% | 1.80% | 2.09% | 1.97% | 2.31% | 2.89% | 2.92% |
DPZ Domino's Pizza, Inc. | 1.31% | 1.44% | 1.17% | 1.27% | 0.67% | 0.81% | 0.89% | 0.89% | 0.97% | 0.95% | 1.11% | 1.06% |
JNJ Johnson & Johnson | 3.20% | 3.40% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% | 2.64% |
CL Colgate-Palmolive Company | 2.23% | 2.18% | 2.40% | 2.36% | 2.10% | 2.05% | 2.48% | 2.79% | 2.11% | 2.37% | 2.25% | 2.05% |
RHM.DE Rheinmetall AG | 0.35% | 0.93% | 1.50% | 1.77% | 2.41% | 5.54% | 2.05% | 2.20% | 1.37% | 1.72% | 0.49% | 1.10% |
VOO Vanguard S&P 500 ETF | 1.35% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Dividends Attempt 2. 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 Dividends Attempt 2 was 26.03%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.03% | Feb 21, 2020 | 22 | Mar 23, 2020 | 105 | Aug 18, 2020 | 127 |
| -17.69% | Apr 22, 2022 | 122 | Oct 10, 2022 | 195 | Jul 12, 2023 | 317 |
| -16.51% | Jan 29, 2018 | 235 | Dec 24, 2018 | 78 | Apr 15, 2019 | 313 |
| -14% | Jul 8, 2011 | 22 | Aug 8, 2011 | 126 | Feb 1, 2012 | 148 |
| -9.22% | Jul 27, 2023 | 52 | Oct 6, 2023 | 39 | Nov 30, 2023 | 91 |
Volatility
Volatility Chart
The current Dividends Attempt 2 volatility is 8.80%, 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.
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 10 assets, with an effective number of assets of 10.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.
Asset Correlations Table
| ^GSPC | RHM.DE | DPZ | WMT | JNJ | CL | KO | WM | IBM | MMM | VOO | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.34 | 0.43 | 0.42 | 0.48 | 0.44 | 0.48 | 0.53 | 0.63 | 0.65 | 1.00 | 0.78 |
| RHM.DE | 0.34 | 1.00 | 0.13 | 0.11 | 0.17 | 0.15 | 0.17 | 0.21 | 0.27 | 0.28 | 0.34 | 0.53 |
| DPZ | 0.43 | 0.13 | 1.00 | 0.24 | 0.23 | 0.24 | 0.22 | 0.27 | 0.25 | 0.28 | 0.42 | 0.51 |
| WMT | 0.42 | 0.11 | 0.24 | 1.00 | 0.36 | 0.40 | 0.38 | 0.37 | 0.32 | 0.33 | 0.42 | 0.54 |
| JNJ | 0.48 | 0.17 | 0.23 | 0.36 | 1.00 | 0.48 | 0.47 | 0.42 | 0.41 | 0.46 | 0.47 | 0.60 |
| CL | 0.44 | 0.15 | 0.24 | 0.40 | 0.48 | 1.00 | 0.59 | 0.47 | 0.37 | 0.41 | 0.44 | 0.62 |
| KO | 0.48 | 0.17 | 0.22 | 0.38 | 0.47 | 0.59 | 1.00 | 0.48 | 0.40 | 0.43 | 0.48 | 0.63 |
| WM | 0.53 | 0.21 | 0.27 | 0.37 | 0.42 | 0.47 | 0.48 | 1.00 | 0.39 | 0.44 | 0.53 | 0.64 |
| IBM | 0.63 | 0.27 | 0.25 | 0.32 | 0.41 | 0.37 | 0.40 | 0.39 | 1.00 | 0.53 | 0.62 | 0.66 |
| MMM | 0.65 | 0.28 | 0.28 | 0.33 | 0.46 | 0.41 | 0.43 | 0.44 | 0.53 | 1.00 | 0.65 | 0.69 |
| VOO | 1.00 | 0.34 | 0.42 | 0.42 | 0.47 | 0.44 | 0.48 | 0.53 | 0.62 | 0.65 | 1.00 | 0.77 |
| Portfolio | 0.78 | 0.53 | 0.51 | 0.54 | 0.60 | 0.62 | 0.63 | 0.64 | 0.66 | 0.69 | 0.77 | 1.00 |