Jignesh Sarda Suggested portfolio

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

Jignesh Sarda Suggested portfolio

Last updated May 4, 2024

Asset Allocation

Position	Category/Sector	Weight
ACWI iShares MSCI ACWI ETF	Large Cap Growth Equities	7%
DHR Danaher Corporation	Healthcare	2.20%
EWJ iShares MSCI Japan ETF	Japan Equities	6%
FFNOX Fidelity Multi-Asset Index Fund	Diversified Portfolio	4%
FTV Fortive Corporation	Technology	0.40%
IEMG iShares Core MSCI Emerging Markets ETF	Asia Pacific Equities	5.90%
IEUR iShares Core MSCI Europe ETF	Europe Equities	4%
INDY iShares India 50 ETF	Asia Pacific Equities	6%
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	Robotics, Technology Equities	6%
IUSV iShares Core S&P U.S. Value ETF	Large Cap Blend Equities	9%
IVV iShares Core S&P 500 ETF	Large Cap Growth Equities	4%
IXJ iShares Global Healthcare ETF	Health & Biotech Equities	3.60%
SHV iShares Short Treasury Bond ETF	Government Bonds	19.60%
STIP iShares 0-5 Year TIPS Bond ETF	Inflation-Protected Bonds	19.50%
TSLA Tesla, Inc.	Consumer Cyclical	2.80%

Benchmark

S&P 500

Rebalance portfolio

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Jignesh Sarda Suggested portfolio, 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

Jignesh Sarda Suggested portfolio

Benchmark (^GSPC)

Portfolio components

The earliest data available for this chart is Jun 28, 2018, corresponding to the inception date of IRBO

Returns By Period

	Year-To-Date	1 month	6 months	1 year	5 years (annualized)	10 years (annualized)
^GSPC S&P 500	7.50%	-1.61%	17.65%	26.26%	11.73%	10.64%
Jignesh Sarda Suggested portfolio	2.44%	0.31%	9.14%	11.83%	9.02%	N/A
Portfolio components:
ACWI iShares MSCI ACWI ETF	6.54%	0.05%	16.71%	19.79%	9.99%	8.58%
IVV iShares Core S&P 500 ETF	7.92%	-0.34%	18.55%	25.89%	13.68%	12.68%
IEUR iShares Core MSCI Europe ETF	4.33%	0.38%	16.35%	8.65%	7.16%	N/A
INDY iShares India 50 ETF	3.25%	0.83%	13.77%	19.24%	8.51%	8.56%
IUSV iShares Core S&P U.S. Value ETF	4.01%	-1.17%	15.81%	20.54%	11.43%	10.07%
EWJ iShares MSCI Japan ETF	7.98%	-0.59%	13.28%	18.79%	6.39%	6.19%
DHR Danaher Corporation	7.48%	2.68%	25.79%	16.10%	16.43%	23.73%
FTV Fortive Corporation	3.43%	-9.18%	15.61%	18.04%	1.80%	N/A
TSLA Tesla, Inc.	-27.08%	5.89%	-17.63%	6.54%	60.60%	29.40%
FFNOX Fidelity Multi-Asset Index Fund	2.92%	-1.79%	13.10%	14.03%	8.84%	8.47%
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	-3.45%	-0.72%	9.40%	14.96%	6.58%	N/A
STIP iShares 0-5 Year TIPS Bond ETF	1.21%	0.21%	2.72%	3.08%	3.26%	2.02%
SHV iShares Short Treasury Bond ETF	1.69%	0.38%	2.59%	5.21%	1.96%	1.35%
IXJ iShares Global Healthcare ETF	3.39%	-0.22%	11.12%	4.73%	9.76%	8.78%
IEMG iShares Core MSCI Emerging Markets ETF	5.65%	3.31%	13.19%	12.51%	3.30%	3.34%

Monthly Returns Heatmap

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2024	-0.66%	2.33%	1.48%	-1.84%
2023										-2.40%	5.86%	3.38%

Expense Ratio

Jignesh Sarda Suggested portfolio has a high expense ratio of 0.22%, indicating higher-than-average management fees. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

INDY

iShares India 50 ETF

EWJ

iShares MSCI Japan ETF

IRBO

iShares Robotics and Artificial Intelligence Multisector ETF

IXJ

iShares Global Healthcare ETF

ACWI

iShares MSCI ACWI ETF

SHV

iShares Short Treasury Bond ETF

IEMG

iShares Core MSCI Emerging Markets ETF

FFNOX

Fidelity Multi-Asset Index Fund

IEUR

iShares Core MSCI Europe ETF

IUSV

iShares Core S&P U.S. Value ETF

IVV

iShares Core S&P 500 ETF

STIP

iShares 0-5 Year TIPS Bond ETF

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.

Jignesh Sarda Suggested portfolio

^GSPC

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
ACWI iShares MSCI ACWI ETF	1.85	2.67	1.32	1.48	6.24
IVV iShares Core S&P 500 ETF	2.34	3.34	1.41	2.02	9.47
IEUR iShares Core MSCI Europe ETF	0.74	1.16	1.13	0.61	2.21
INDY iShares India 50 ETF	1.89	2.62	1.33	1.55	10.09
IUSV iShares Core S&P U.S. Value ETF	1.90	2.76	1.33	1.90	6.00
EWJ iShares MSCI Japan ETF	1.39	1.98	1.23	1.02	5.64
DHR Danaher Corporation	0.65	1.14	1.13	0.40	2.33
FTV Fortive Corporation	0.90	1.31	1.19	1.02	2.54
TSLA Tesla, Inc.	0.25	0.74	1.09	0.20	0.52
FFNOX Fidelity Multi-Asset Index Fund	1.41	2.03	1.25	1.03	4.17
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	0.85	1.30	1.15	0.40	2.19
STIP iShares 0-5 Year TIPS Bond ETF	1.23	1.97	1.23	1.00	5.14
SHV iShares Short Treasury Bond ETF	18.59	137.06	61.35	193.35	2,009.11
IXJ iShares Global Healthcare ETF	0.48	0.75	1.09	0.39	1.47
IEMG iShares Core MSCI Emerging Markets ETF	1.02	1.54	1.18	0.50	2.92

Sharpe Ratio

The current Jignesh Sarda Suggested portfolio Sharpe ratio is 1.73. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 1.49 to 2.46, this portfolio's current Sharpe ratio lies between the 25th and 75th percentiles. This indicates that the its risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.

Use the chart below to compare the Sharpe ratio of Jignesh Sarda Suggested portfolio with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Jignesh Sarda Suggested portfolio

Benchmark (^GSPC)

Portfolio components

Dividends

Dividend yield

Jignesh Sarda Suggested portfolio granted a 2.55% dividend yield in the last twelve months.

	TTM	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013
Jignesh Sarda Suggested portfolio	2.55%	2.58%	2.81%	2.41%	1.26%	1.95%	1.96%	1.33%	2.04%	1.11%	1.06%	0.86%
Portfolio components:
ACWI iShares MSCI ACWI ETF	1.77%	1.88%	1.79%	1.71%	1.43%	2.33%	2.25%	1.94%	2.19%	2.56%	2.26%	1.89%
IVV iShares Core S&P 500 ETF	1.35%	1.44%	1.66%	1.20%	1.57%	1.99%	2.20%	1.75%	2.01%	2.26%	1.82%	1.80%
IEUR iShares Core MSCI Europe ETF	3.04%	3.17%	3.05%	2.88%	2.13%	3.26%	3.76%	2.64%	3.19%	2.79%	0.64%	0.00%
INDY iShares India 50 ETF	0.37%	0.38%	3.75%	7.12%	0.08%	0.58%	0.59%	0.27%	0.48%	0.57%	0.52%	0.76%
IUSV iShares Core S&P U.S. Value ETF	1.80%	1.75%	2.22%	1.87%	2.40%	2.19%	2.67%	1.93%	2.18%	2.54%	1.86%	1.95%
EWJ iShares MSCI Japan ETF	1.88%	2.03%	1.23%	2.08%	1.04%	2.03%	1.71%	1.25%	1.95%	1.27%	1.32%	1.11%
DHR Danaher Corporation	0.41%	0.43%	0.38%	0.26%	0.32%	0.44%	0.62%	0.60%	36.46%	0.80%	0.47%	0.13%
FTV Fortive Corporation	0.39%	0.39%	0.44%	0.37%	0.35%	0.37%	0.41%	0.39%	0.26%	0.00%	0.00%	0.00%
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%
FFNOX Fidelity Multi-Asset Index Fund	3.15%	4.98%	7.14%	5.71%	2.87%	2.51%	2.90%	2.49%	2.50%	2.82%	4.56%	3.75%
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	0.91%	0.88%	0.75%	2.41%	0.53%	0.69%	0.34%	0.00%	0.00%	0.00%	0.00%	0.00%
STIP iShares 0-5 Year TIPS Bond ETF	2.80%	2.84%	6.04%	4.15%	1.40%	2.06%	2.44%	1.59%	0.89%	0.00%	0.74%	0.31%
SHV iShares Short Treasury Bond ETF	5.11%	4.73%	1.39%	0.00%	0.74%	2.19%	1.66%	0.72%	0.34%	0.03%	0.00%	0.00%
IXJ iShares Global Healthcare ETF	1.34%	1.38%	1.17%	1.12%	1.27%	1.42%	2.11%	1.46%	1.73%	2.84%	1.37%	1.50%
IEMG iShares Core MSCI Emerging Markets ETF	2.73%	2.89%	2.71%	3.06%	1.87%	3.14%	2.74%	2.33%	2.26%	2.51%	2.29%	1.75%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

Jignesh Sarda Suggested portfolio

Benchmark (^GSPC)

Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Jignesh Sarda Suggested portfolio. 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 Jignesh Sarda Suggested portfolio was 21.85%, occurring on Mar 23, 2020. Recovery took 79 trading sessions.

The current Jignesh Sarda Suggested portfolio drawdown is 0.71%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-21.85%	Feb 20, 2020	23	Mar 23, 2020	79	Jul 15, 2020	102
-17.49%	Nov 9, 2021	235	Oct 14, 2022	293	Dec 14, 2023	528
-9.24%	Aug 30, 2018	80	Dec 24, 2018	55	Mar 15, 2019	135
-4.4%	Sep 3, 2020	15	Sep 24, 2020	12	Oct 12, 2020	27
-4.33%	Jul 25, 2019	15	Aug 14, 2019	47	Oct 21, 2019	62

Volatility

Volatility Chart

The current Jignesh Sarda Suggested portfolio volatility is 2.48%, 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.

Jignesh Sarda Suggested portfolio

Benchmark (^GSPC)

Portfolio components

Diversification

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	SHV	STIP	TSLA	DHR	INDY	FTV	IXJ	EWJ	IEMG	IRBO	IUSV	IEUR	IVV	FFNOX	ACWI
SHV	1.00	0.17	-0.09	0.02	-0.01	0.00	0.01	0.03	-0.01	-0.01	-0.02	-0.02	-0.02	0.00	-0.02
STIP	0.17	1.00	0.08	0.11	0.14	0.12	0.14	0.17	0.15	0.15	0.15	0.18	0.15	0.21	0.18
TSLA	-0.09	0.08	1.00	0.30	0.28	0.30	0.31	0.33	0.41	0.53	0.36	0.40	0.48	0.49	0.49
DHR	0.02	0.11	0.30	1.00	0.35	0.49	0.68	0.41	0.42	0.51	0.51	0.48	0.59	0.57	0.58
INDY	-0.01	0.14	0.28	0.35	1.00	0.43	0.47	0.53	0.67	0.53	0.51	0.60	0.54	0.59	0.61
FTV	0.00	0.12	0.30	0.49	0.43	1.00	0.55	0.55	0.49	0.57	0.71	0.62	0.69	0.69	0.69
IXJ	0.01	0.14	0.31	0.68	0.47	0.55	1.00	0.58	0.54	0.58	0.70	0.70	0.75	0.75	0.75
EWJ	0.03	0.17	0.33	0.41	0.53	0.55	0.58	1.00	0.67	0.68	0.67	0.73	0.70	0.77	0.78
IEMG	-0.01	0.15	0.41	0.42	0.67	0.49	0.54	0.67	1.00	0.79	0.63	0.75	0.69	0.77	0.81
IRBO	-0.01	0.15	0.53	0.51	0.53	0.57	0.58	0.68	0.79	1.00	0.69	0.73	0.83	0.86	0.87
IUSV	-0.02	0.15	0.36	0.51	0.51	0.71	0.70	0.67	0.63	0.69	1.00	0.78	0.89	0.88	0.88
IEUR	-0.02	0.18	0.40	0.48	0.60	0.62	0.70	0.73	0.75	0.73	0.78	1.00	0.79	0.88	0.88
IVV	-0.02	0.15	0.48	0.59	0.54	0.69	0.75	0.70	0.69	0.83	0.89	0.79	1.00	0.96	0.96
FFNOX	0.00	0.21	0.49	0.57	0.59	0.69	0.75	0.77	0.77	0.86	0.88	0.88	0.96	1.00	0.98
ACWI	-0.02	0.18	0.49	0.58	0.61	0.69	0.75	0.78	0.81	0.87	0.88	0.88	0.96	0.98	1.00