Mine
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
NVDA NVIDIA Corporation | Technology | 60% |
VGT Vanguard Information Technology ETF | Technology Equities | 0% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 40% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Mine, 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 Jan 12, 2025, the Mine returned 1.19% Year-To-Date and 67.82% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -0.93% | -3.71% | 3.77% | 21.81% | 12.17% | 11.26% |
| Mine | 1.19% | 1.20% | 5.17% | 146.51% | 83.21% | 67.99% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | -0.91% | -3.60% | 4.42% | 23.50% | 13.97% | 13.38% |
NVDA NVIDIA Corporation | 1.21% | 1.24% | 5.18% | 148.47% | 86.15% | 76.54% |
VGT Vanguard Information Technology ETF | -1.34% | -4.10% | 2.40% | 28.18% | 20.30% | 21.14% |
Monthly Returns
The table below presents the monthly returns of Mine, 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 | 23.85% | 28.25% | 14.09% | -4.37% | 26.66% | 12.61% | -5.23% | 2.01% | 1.75% | 9.23% | 4.15% | -2.85% | 168.71% |
| 2023 | 32.46% | 18.06% | 19.19% | -0.06% | 35.40% | 11.72% | 10.33% | 5.49% | -11.74% | -6.18% | 14.59% | 5.87% | 229.46% |
| 2022 | -16.43% | -0.49% | 11.67% | -31.36% | 0.66% | -18.40% | 19.37% | -16.40% | -19.09% | 11.03% | 24.45% | -13.32% | -49.37% |
| 2021 | -0.52% | 5.45% | -2.30% | 12.09% | 7.88% | 22.26% | -2.34% | 14.37% | -7.36% | 22.84% | 26.93% | -9.63% | 120.87% |
| 2020 | 0.44% | 12.38% | -3.10% | 11.00% | 20.39% | 6.77% | 11.45% | 25.04% | 0.98% | -7.17% | 7.10% | -2.27% | 113.36% |
| 2019 | 7.70% | 6.95% | 14.83% | 1.11% | -23.21% | 19.51% | 2.60% | -0.73% | 3.71% | 14.09% | 7.50% | 8.06% | 71.82% |
| 2018 | 25.22% | -1.64% | -4.17% | -2.66% | 11.49% | -5.61% | 3.37% | 13.87% | 0.15% | -23.80% | -20.47% | -17.35% | -28.60% |
| 2017 | 2.22% | -5.64% | 6.39% | -3.59% | 33.70% | 0.19% | 11.39% | 3.99% | 5.20% | 14.55% | -2.43% | -3.20% | 74.73% |
| 2016 | -9.35% | 5.16% | 11.70% | -0.11% | 23.61% | 0.56% | 17.47% | 6.14% | 9.52% | 2.89% | 25.52% | 13.93% | 165.63% |
| 2015 | -3.68% | 11.41% | -3.79% | 4.10% | 0.58% | -6.40% | 0.38% | 5.35% | 5.29% | 12.87% | 8.45% | 2.23% | 40.96% |
| 2014 | -2.66% | 12.11% | -1.22% | 2.17% | 2.92% | -0.64% | -3.91% | 8.46% | -3.65% | 4.47% | 5.77% | -2.80% | 21.51% |
Expense Ratio
Mine has an expense ratio of 0.01%, which is considered low compared to other funds. 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 Rank
With an overall rank of 93, Mine is among the top 7% 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 | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 1.92 | 2.56 | 1.35 | 2.88 | 12.38 |
NVDA NVIDIA Corporation | 2.95 | 3.29 | 1.41 | 5.76 | 17.59 |
VGT Vanguard Information Technology ETF | 1.39 | 1.87 | 1.25 | 1.97 | 7.05 |
Dividends
Dividend yield
Mine provided a 0.51% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.51% | 0.51% | 0.60% | 0.74% | 0.53% | 0.69% | 0.92% | 1.10% | 0.89% | 1.08% | 1.56% | 1.76% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.26% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
NVDA NVIDIA Corporation | 0.02% | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
VGT Vanguard Information Technology ETF | 0.61% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
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 Mine. 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 Mine was 65.27%, occurring on Oct 14, 2022. Recovery took 153 trading sessions.
The current Mine drawdown is 9.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.27% | Nov 30, 2021 | 221 | Oct 14, 2022 | 153 | May 25, 2023 | 374 |
| -53.7% | Oct 2, 2018 | 58 | Dec 24, 2018 | 287 | Feb 14, 2020 | 345 |
| -44.98% | Feb 18, 2011 | 157 | Oct 3, 2011 | 734 | Sep 4, 2014 | 891 |
| -36.99% | Feb 20, 2020 | 18 | Mar 16, 2020 | 39 | May 11, 2020 | 57 |
| -26.89% | Jun 20, 2024 | 34 | Aug 7, 2024 | 47 | Oct 14, 2024 | 81 |
Volatility
Volatility Chart
The current Mine volatility is 12.63%, 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
| NVDA | VOO | VGT | |
|---|---|---|---|
| NVDA | 1.00 | 0.60 | 0.72 |
| VOO | 0.60 | 1.00 | 0.89 |
| VGT | 0.72 | 0.89 | 1.00 |