Jignesh Sarda Suggested portfolio
Asset Allocation
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
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) | |
---|---|---|---|---|---|---|
S&P 500 | 22.49% | 3.72% | 16.33% | 33.60% | 14.41% | 11.99% |
Jignesh Sarda Suggested portfolio | 9.44% | 1.02% | 9.62% | 17.36% | 10.33% | N/A |
Portfolio components: | ||||||
iShares MSCI ACWI ETF | 18.90% | 3.01% | 15.04% | 32.32% | 12.07% | 10.06% |
iShares Core S&P 500 ETF | 23.74% | 3.74% | 17.38% | 37.26% | 16.24% | 14.02% |
iShares Core MSCI Europe ETF | 9.48% | -1.07% | 8.53% | 24.74% | 7.79% | 6.29% |
Vanguard FTSE Emerging Markets ETF | 16.22% | 6.40% | 16.37% | 26.74% | 5.75% | 4.26% |
iShares Global Healthcare ETF | 13.09% | -1.74% | 12.20% | 19.52% | 10.93% | 9.45% |
iShares India 50 ETF | 11.14% | -1.41% | 10.71% | 21.49% | 10.52% | 7.91% |
iShares Core S&P U.S. Value ETF | 17.16% | 3.24% | 14.88% | 33.69% | 13.35% | 11.37% |
iShares MSCI Japan ETF | 10.15% | 0.60% | 5.62% | 21.52% | 5.88% | 6.53% |
Danaher Corporation | 16.22% | -1.53% | 13.63% | 31.42% | 17.50% | 24.29% |
Fortive Corporation | 5.22% | 3.35% | -3.47% | 7.61% | 5.86% | N/A |
Tesla, Inc. | -10.93% | -2.87% | 47.62% | -8.80% | 67.10% | 30.81% |
Fidelity Multi-Asset Index Fund | 13.35% | 2.09% | 13.44% | 26.74% | 10.45% | 9.66% |
iShares Robotics and Artificial Intelligence Multisector ETF | -3.67% | 0.00% | 4.67% | 11.89% | 7.28% | N/A |
iShares 0-5 Year TIPS Bond ETF | 4.72% | 0.00% | 4.00% | 7.31% | 3.57% | 2.39% |
iShares Short Treasury Bond ETF | 4.13% | 0.37% | 2.63% | 5.37% | 2.21% | 1.59% |
Monthly Returns
The table below presents the monthly returns of Jignesh Sarda Suggested portfolio, 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 | -0.58% | 2.27% | 1.44% | -1.77% | 2.14% | 1.08% | 2.39% | 1.15% | 1.79% | 9.44% | |||
2023 | 5.25% | -1.26% | 2.04% | -0.06% | -0.10% | 4.14% | 2.20% | -1.74% | -2.15% | -2.38% | 5.70% | 3.29% | 15.46% |
2022 | -2.92% | -1.63% | 1.10% | -4.72% | 0.15% | -4.46% | 4.81% | -2.69% | -5.54% | 2.90% | 4.84% | -2.85% | -11.14% |
2021 | 0.91% | 0.95% | 1.31% | 1.93% | 1.01% | 0.84% | 0.56% | 1.99% | -1.72% | 3.50% | -1.42% | 1.85% | 12.23% |
2020 | 0.74% | -3.79% | -8.61% | 7.82% | 2.95% | 3.00% | 4.14% | 5.98% | -2.01% | -1.08% | 7.72% | 3.89% | 21.23% |
2019 | 4.24% | 1.76% | 0.95% | 1.08% | -3.55% | 4.07% | -0.10% | -1.22% | 1.60% | 2.61% | 1.72% | 3.26% | 17.42% |
2018 | 0.29% | 1.68% | 0.66% | -0.41% | -3.78% | 2.12% | -3.81% | -3.38% |
Expense Ratio
Jignesh Sarda Suggested portfolio has an expense ratio of 0.20%, 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
The current rank of Jignesh Sarda Suggested portfolio is 35, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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 | |
---|---|---|---|---|---|
iShares MSCI ACWI ETF | 2.54 | 3.47 | 1.46 | 2.12 | 15.95 |
iShares Core S&P 500 ETF | 2.86 | 3.81 | 1.52 | 3.06 | 17.70 |
iShares Core MSCI Europe ETF | 1.68 | 2.40 | 1.29 | 1.39 | 10.28 |
Vanguard FTSE Emerging Markets ETF | 1.63 | 2.33 | 1.29 | 0.87 | 10.13 |
iShares Global Healthcare ETF | 1.66 | 2.28 | 1.30 | 1.40 | 7.92 |
iShares India 50 ETF | 1.51 | 2.00 | 1.29 | 1.99 | 10.65 |
iShares Core S&P U.S. Value ETF | 2.96 | 4.12 | 1.53 | 2.84 | 17.55 |
iShares MSCI Japan ETF | 1.14 | 1.60 | 1.20 | 0.99 | 5.65 |
Danaher Corporation | 1.21 | 1.93 | 1.22 | 0.76 | 6.68 |
Fortive Corporation | 0.17 | 0.37 | 1.05 | 0.17 | 0.36 |
Tesla, Inc. | -0.23 | 0.04 | 1.00 | -0.20 | -0.55 |
Fidelity Multi-Asset Index Fund | 2.26 | 3.09 | 1.42 | 1.71 | 12.67 |
iShares Robotics and Artificial Intelligence Multisector ETF | 0.45 | 0.75 | 1.10 | 0.21 | 1.91 |
iShares 0-5 Year TIPS Bond ETF | 3.28 | 5.54 | 1.73 | 3.11 | 33.67 |
iShares Short Treasury Bond ETF | 19.81 | 137.34 | 56.17 | 197.73 | 2,021.88 |
Dividends
Dividend yield
Jignesh Sarda Suggested portfolio granted a 2.56% dividend yield in the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Jignesh Sarda Suggested portfolio | 2.56% | 2.61% | 2.85% | 2.25% | 1.28% | 1.96% | 2.01% | 1.36% | 2.01% | 1.20% | 1.11% | 0.94% |
Portfolio components: | ||||||||||||
iShares MSCI ACWI ETF | 1.58% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.25% | 1.94% | 2.19% | 2.56% | 2.26% | 1.89% |
iShares Core S&P 500 ETF | 1.27% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 1.80% |
iShares Core MSCI Europe ETF | 2.98% | 3.17% | 3.05% | 2.88% | 2.13% | 3.26% | 3.76% | 2.64% | 3.19% | 2.79% | 0.64% | 0.00% |
Vanguard FTSE Emerging Markets ETF | 2.55% | 3.52% | 4.11% | 2.63% | 1.91% | 3.23% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% | 2.73% |
iShares Global Healthcare ETF | 1.26% | 1.38% | 1.17% | 1.12% | 1.27% | 1.42% | 2.11% | 1.46% | 1.73% | 2.84% | 1.37% | 1.50% |
iShares India 50 ETF | 0.29% | 0.38% | 3.75% | 7.12% | 0.08% | 0.58% | 0.59% | 0.27% | 0.48% | 0.57% | 0.52% | 0.76% |
iShares Core S&P U.S. Value ETF | 1.91% | 1.75% | 2.22% | 1.87% | 2.40% | 2.19% | 2.67% | 1.93% | 2.18% | 2.54% | 1.86% | 1.95% |
iShares MSCI Japan ETF | 1.97% | 2.03% | 1.23% | 2.08% | 1.04% | 2.03% | 1.71% | 1.25% | 1.95% | 1.27% | 1.32% | 1.11% |
Danaher Corporation | 0.39% | 0.43% | 0.38% | 0.26% | 0.32% | 0.44% | 0.62% | 0.60% | 36.46% | 0.80% | 0.47% | 0.13% |
Fortive Corporation | 0.41% | 0.39% | 0.44% | 0.37% | 0.35% | 0.37% | 0.41% | 0.39% | 0.26% | 0.00% | 0.00% | 0.00% |
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% |
Fidelity Multi-Asset Index Fund | 4.39% | 4.98% | 7.14% | 5.71% | 2.87% | 2.51% | 2.90% | 2.49% | 2.50% | 2.82% | 4.56% | 3.75% |
iShares Robotics and Artificial Intelligence Multisector ETF | 0.54% | 0.42% | 0.13% | 1.14% | 0.53% | 0.69% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
iShares 0-5 Year TIPS Bond ETF | 2.73% | 2.84% | 6.04% | 4.15% | 1.40% | 2.06% | 2.44% | 1.59% | 0.89% | 0.00% | 0.74% | 0.31% |
iShares Short Treasury Bond ETF | 5.15% | 4.73% | 1.39% | 0.00% | 0.74% | 2.19% | 1.66% | 0.72% | 0.34% | 0.03% | 0.00% | 0.00% |
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 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 21.67%, occurring on Mar 23, 2020. Recovery took 79 trading sessions.
The current Jignesh Sarda Suggested portfolio drawdown is 0.81%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-21.67% | Feb 20, 2020 | 23 | Mar 23, 2020 | 79 | Jul 15, 2020 | 102 |
-16.63% | Nov 9, 2021 | 235 | Oct 14, 2022 | 292 | Dec 13, 2023 | 527 |
-9.05% | Aug 30, 2018 | 80 | Dec 24, 2018 | 55 | Mar 15, 2019 | 135 |
-4.47% | Sep 3, 2020 | 15 | Sep 24, 2020 | 12 | Oct 12, 2020 | 27 |
-4.46% | Jul 17, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
Volatility
Volatility Chart
The current Jignesh Sarda Suggested portfolio volatility is 1.79%, 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
SHV | STIP | TSLA | DHR | INDY | FTV | IXJ | EWJ | VWO | IRBO | IUSV | IEUR | IVV | FFNOX | ACWI | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHV | 1.00 | 0.17 | -0.08 | 0.01 | -0.00 | 0.01 | 0.02 | 0.04 | 0.00 | -0.02 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 |
STIP | 0.17 | 1.00 | 0.08 | 0.11 | 0.13 | 0.12 | 0.14 | 0.17 | 0.15 | 0.14 | 0.15 | 0.18 | 0.15 | 0.21 | 0.18 |
TSLA | -0.08 | 0.08 | 1.00 | 0.28 | 0.28 | 0.31 | 0.30 | 0.34 | 0.40 | 0.53 | 0.35 | 0.39 | 0.49 | 0.49 | 0.49 |
DHR | 0.01 | 0.11 | 0.28 | 1.00 | 0.35 | 0.49 | 0.67 | 0.41 | 0.41 | 0.50 | 0.51 | 0.48 | 0.58 | 0.57 | 0.57 |
INDY | -0.00 | 0.13 | 0.28 | 0.35 | 1.00 | 0.41 | 0.46 | 0.52 | 0.65 | 0.52 | 0.50 | 0.59 | 0.53 | 0.58 | 0.60 |
FTV | 0.01 | 0.12 | 0.31 | 0.49 | 0.41 | 1.00 | 0.54 | 0.55 | 0.48 | 0.57 | 0.71 | 0.62 | 0.69 | 0.69 | 0.69 |
IXJ | 0.02 | 0.14 | 0.30 | 0.67 | 0.46 | 0.54 | 1.00 | 0.57 | 0.51 | 0.56 | 0.70 | 0.69 | 0.73 | 0.74 | 0.74 |
EWJ | 0.04 | 0.17 | 0.34 | 0.41 | 0.52 | 0.55 | 0.57 | 1.00 | 0.65 | 0.68 | 0.66 | 0.72 | 0.69 | 0.77 | 0.77 |
VWO | 0.00 | 0.15 | 0.40 | 0.41 | 0.65 | 0.48 | 0.51 | 0.65 | 1.00 | 0.77 | 0.61 | 0.73 | 0.67 | 0.76 | 0.79 |
IRBO | -0.02 | 0.14 | 0.53 | 0.50 | 0.52 | 0.57 | 0.56 | 0.68 | 0.77 | 1.00 | 0.68 | 0.72 | 0.82 | 0.86 | 0.86 |
IUSV | -0.01 | 0.15 | 0.35 | 0.51 | 0.50 | 0.71 | 0.70 | 0.66 | 0.61 | 0.68 | 1.00 | 0.77 | 0.87 | 0.88 | 0.87 |
IEUR | -0.01 | 0.18 | 0.39 | 0.48 | 0.59 | 0.62 | 0.69 | 0.72 | 0.73 | 0.72 | 0.77 | 1.00 | 0.78 | 0.88 | 0.88 |
IVV | -0.01 | 0.15 | 0.49 | 0.58 | 0.53 | 0.69 | 0.73 | 0.69 | 0.67 | 0.82 | 0.87 | 0.78 | 1.00 | 0.96 | 0.96 |
FFNOX | 0.01 | 0.21 | 0.49 | 0.57 | 0.58 | 0.69 | 0.74 | 0.77 | 0.76 | 0.86 | 0.88 | 0.88 | 0.96 | 1.00 | 0.98 |
ACWI | -0.01 | 0.18 | 0.49 | 0.57 | 0.60 | 0.69 | 0.74 | 0.77 | 0.79 | 0.86 | 0.87 | 0.88 | 0.96 | 0.98 | 1.00 |