Model Portfolio (50/50 VGT/VOO)
Simulation of $50,000 -50% VGT -50% VOO (Compare over time to just VOO - look at CAGR Return)
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VGT Vanguard Information Technology ETF | Technology Equities | 50.59% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 49.41% |
Transactions
| Date | Type | Symbol | Quantity | Price |
|---|---|---|---|---|
| Mar 25, 2024 | Buy | Vanguard Information Technology ETF | 47.53 | $526.00 |
| Mar 25, 2024 | Buy | Vanguard S&P 500 ETF | 52.3 | $478.00 |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Model Portfolio (50/50 VGT/VOO), 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 By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 13.78% | -0.38% | 11.47% | 18.82% | 12.44% | 10.64% |
| Model Portfolio (50/50 VGT/VOO) | N/A | -0.92% | N/A | N/A | N/A | N/A |
| Portfolio components: | ||||||
VGT Vanguard Information Technology ETF | 16.19% | -1.08% | 10.81% | 24.47% | 21.34% | 20.29% |
VOO Vanguard S&P 500 ETF | 14.62% | -0.27% | 12.26% | 20.57% | 14.27% | 12.68% |
Monthly Returns
The table below presents the monthly returns of Model Portfolio (50/50 VGT/VOO), 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.12% | -4.82% | 6.52% | 5.53% | 5.27% |
Expense Ratio
Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
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 | |
|---|---|---|---|---|---|
VGT Vanguard Information Technology ETF | 1.38 | 1.89 | 1.24 | 1.98 | 6.09 |
VOO Vanguard S&P 500 ETF | 1.82 | 2.53 | 1.32 | 1.80 | 7.20 |
Not enough dataDrawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Model Portfolio (50/50 VGT/VOO). 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 Model Portfolio (50/50 VGT/VOO) was 6.96%, occurring on Apr 19, 2024. Recovery took 18 trading sessions.
The current Model Portfolio (50/50 VGT/VOO) drawdown is 5.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.96% | Mar 28, 2024 | 16 | Apr 19, 2024 | 18 | May 15, 2024 | 34 |
| -5.8% | Jul 17, 2024 | 6 | Jul 24, 2024 | — | — | — |
| -2.27% | Jun 20, 2024 | 3 | Jun 24, 2024 | 7 | Jul 3, 2024 | 10 |
| -2.04% | May 29, 2024 | 2 | May 30, 2024 | 4 | Jun 5, 2024 | 6 |
| -1.41% | Jul 11, 2024 | 1 | Jul 11, 2024 | 3 | Jul 16, 2024 | 4 |
Volatility
Volatility Chart
The current Model Portfolio (50/50 VGT/VOO) volatility is 5.37%, 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
Asset Correlations Table
| VGT | VOO | |
|---|---|---|
| VGT | 1.00 | 0.87 |
| VOO | 0.87 | 1.00 |