ANDY'S 8 Holdings + 5 stocks
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in ANDY'S 8 Holdings + 5 stocks, 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 Feb 15, 2018, corresponding to the inception date of VFMO
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.24% | -1.42% | 5.42% | 15.91% | 14.73% | 11.02% |
| ANDY'S 8 Holdings + 5 stocks | -0.68% | -1.52% | 5.76% | 19.62% | 20.14% | N/A |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | 1.09% | -1.89% | 5.90% | 16.48% | 15.74% | 12.35% |
VOO Vanguard S&P 500 ETF | 1.40% | -1.27% | 6.13% | 17.41% | 16.49% | 13.00% |
VGT Vanguard Information Technology ETF | -3.75% | -2.94% | 4.56% | 14.22% | 21.22% | 19.86% |
SCHD Schwab US Dividend Equity ETF | 4.47% | 2.55% | 3.15% | 13.63% | 14.30% | 11.40% |
VT Vanguard Total World Stock ETF | 2.63% | -0.41% | 3.71% | 13.41% | 12.43% | 9.25% |
VYM Vanguard High Dividend Yield ETF | 5.06% | 1.28% | 6.77% | 18.73% | 13.32% | 10.23% |
VUG Vanguard Growth ETF | -1.15% | -3.02% | 8.30% | 18.69% | 18.64% | 15.13% |
META Meta Platforms, Inc. | 14.12% | -3.04% | 28.40% | 33.39% | 29.39% | 23.59% |
NVDA NVIDIA Corporation | -6.98% | 4.04% | 4.67% | 51.86% | 80.35% | 72.31% |
MSFT Microsoft Corporation | -5.63% | -4.16% | -4.45% | -3.73% | 20.40% | 26.81% |
AMZN Amazon.com, Inc. | -3.24% | -10.69% | 18.92% | 19.11% | 17.41% | 27.13% |
GOOG Alphabet Inc. | -9.57% | -16.24% | 4.56% | 25.17% | 20.93% | 19.74% |
VFMO Vanguard U.S. Momentum Factor ETF | 0.57% | -4.29% | 4.87% | 11.71% | 16.17% | N/A |
Monthly Returns
The table below presents the monthly returns of ANDY'S 8 Holdings + 5 stocks, 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 | 0.84% | -0.68% | |||||||||||
| 2024 | 3.43% | 7.68% | 4.23% | -4.50% | 7.84% | 5.16% | -0.21% | 1.80% | 2.18% | 0.75% | 5.81% | -2.24% | 36.01% |
| 2023 | 7.50% | -1.36% | 4.86% | 1.04% | 3.75% | 6.58% | 4.04% | -1.34% | -5.49% | -2.47% | 10.22% | 5.28% | 36.37% |
| 2022 | -6.68% | -2.95% | 3.70% | -10.53% | 0.27% | -8.82% | 9.41% | -4.31% | -9.81% | 7.39% | 6.13% | -6.23% | -22.48% |
| 2021 | 0.03% | 3.08% | 3.17% | 5.32% | 0.68% | 3.69% | 1.58% | 3.69% | -4.92% | 7.44% | 0.46% | 2.65% | 29.80% |
| 2020 | 0.79% | -7.34% | -11.87% | 13.49% | 5.77% | 3.41% | 6.15% | 8.09% | -3.92% | -2.30% | 11.29% | 4.02% | 27.39% |
| 2019 | 8.31% | 3.87% | 2.27% | 4.25% | -6.76% | 7.06% | 1.78% | -1.70% | 1.43% | 2.51% | 3.73% | 3.00% | 33.07% |
| 2018 | -0.41% | -2.40% | 0.32% | 3.71% | 0.28% | 3.10% | 4.23% | 0.09% | -8.27% | 0.99% | -8.82% | -7.85% |
Expense Ratio
ANDY'S 8 Holdings + 5 stocks has an expense ratio of 0.06%, 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 ANDY'S 8 Holdings + 5 stocks is 57, indicating average performance compared to other portfolios on our website. Here’s 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 | |
|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | 1.36 | 1.87 | 1.25 | 2.08 | 8.05 |
VOO Vanguard S&P 500 ETF | 1.47 | 1.99 | 1.27 | 2.23 | 9.05 |
VGT Vanguard Information Technology ETF | 0.75 | 1.09 | 1.14 | 1.11 | 3.76 |
SCHD Schwab US Dividend Equity ETF | 1.27 | 1.86 | 1.22 | 1.83 | 4.62 |
VT Vanguard Total World Stock ETF | 1.20 | 1.66 | 1.22 | 1.78 | 6.95 |
VYM Vanguard High Dividend Yield ETF | 1.79 | 2.55 | 1.32 | 3.28 | 9.40 |
VUG Vanguard Growth ETF | 1.15 | 1.58 | 1.21 | 1.58 | 5.86 |
META Meta Platforms, Inc. | 1.24 | 1.70 | 1.23 | 2.04 | 6.01 |
NVDA NVIDIA Corporation | 1.06 | 1.60 | 1.20 | 2.17 | 5.87 |
MSFT Microsoft Corporation | -0.09 | 0.02 | 1.00 | -0.12 | -0.23 |
AMZN Amazon.com, Inc. | 0.81 | 1.24 | 1.16 | 1.15 | 3.48 |
GOOG Alphabet Inc. | 0.83 | 1.29 | 1.17 | 1.05 | 2.58 |
VFMO Vanguard U.S. Momentum Factor ETF | 0.70 | 1.06 | 1.13 | 1.13 | 3.61 |
Dividends
Dividend yield
ANDY'S 8 Holdings + 5 stocks provided a 1.38% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.38% | 1.42% | 1.53% | 1.72% | 1.31% | 1.46% | 1.74% | 1.89% | 1.53% | 1.74% | 1.81% | 1.64% |
| Portfolio components: | ||||||||||||
VTI Vanguard Total Stock Market ETF | 1.25% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
VGT Vanguard Information Technology ETF | 0.62% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
SCHD Schwab US Dividend Equity ETF | 3.48% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
VT Vanguard Total World Stock ETF | 1.90% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
VYM Vanguard High Dividend Yield ETF | 2.61% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
VUG Vanguard Growth ETF | 0.47% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
META Meta Platforms, Inc. | 0.22% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
MSFT Microsoft Corporation | 0.80% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
AMZN Amazon.com, 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% |
GOOG Alphabet Inc. | 0.35% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFMO Vanguard U.S. Momentum Factor ETF | 0.72% | 0.72% | 0.89% | 1.72% | 0.81% | 0.45% | 1.23% | 0.70% | 0.00% | 0.00% | 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 ANDY'S 8 Holdings + 5 stocks. 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 ANDY'S 8 Holdings + 5 stocks was 33.01%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.
The current ANDY'S 8 Holdings + 5 stocks drawdown is 3.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.01% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -28.39% | Dec 28, 2021 | 200 | Oct 12, 2022 | 291 | Dec 8, 2023 | 491 |
| -21.04% | Oct 2, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -11.72% | Jul 11, 2024 | 18 | Aug 5, 2024 | 43 | Oct 4, 2024 | 61 |
| -10.21% | Sep 3, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
Volatility
Volatility Chart
The current ANDY'S 8 Holdings + 5 stocks volatility is 5.43%, 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
| META | NVDA | SCHD | AMZN | VYM | GOOG | MSFT | VFMO | VGT | VT | VUG | VTI | VOO | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| META | 1.00 | 0.56 | 0.36 | 0.62 | 0.38 | 0.66 | 0.62 | 0.54 | 0.66 | 0.60 | 0.71 | 0.63 | 0.63 |
| NVDA | 0.56 | 1.00 | 0.40 | 0.60 | 0.41 | 0.56 | 0.64 | 0.61 | 0.80 | 0.65 | 0.77 | 0.67 | 0.67 |
| SCHD | 0.36 | 0.40 | 1.00 | 0.37 | 0.96 | 0.46 | 0.47 | 0.69 | 0.61 | 0.80 | 0.62 | 0.81 | 0.81 |
| AMZN | 0.62 | 0.60 | 0.37 | 1.00 | 0.38 | 0.68 | 0.70 | 0.56 | 0.72 | 0.63 | 0.77 | 0.66 | 0.67 |
| VYM | 0.38 | 0.41 | 0.96 | 0.38 | 1.00 | 0.47 | 0.47 | 0.73 | 0.62 | 0.83 | 0.63 | 0.84 | 0.84 |
| GOOG | 0.66 | 0.56 | 0.46 | 0.68 | 0.47 | 1.00 | 0.72 | 0.56 | 0.72 | 0.68 | 0.78 | 0.71 | 0.72 |
| MSFT | 0.62 | 0.64 | 0.47 | 0.70 | 0.47 | 0.72 | 1.00 | 0.61 | 0.85 | 0.71 | 0.85 | 0.75 | 0.77 |
| VFMO | 0.54 | 0.61 | 0.69 | 0.56 | 0.73 | 0.56 | 0.61 | 1.00 | 0.79 | 0.85 | 0.80 | 0.87 | 0.84 |
| VGT | 0.66 | 0.80 | 0.61 | 0.72 | 0.62 | 0.72 | 0.85 | 0.79 | 1.00 | 0.86 | 0.97 | 0.90 | 0.91 |
| VT | 0.60 | 0.65 | 0.80 | 0.63 | 0.83 | 0.68 | 0.71 | 0.85 | 0.86 | 1.00 | 0.89 | 0.97 | 0.96 |
| VUG | 0.71 | 0.77 | 0.62 | 0.77 | 0.63 | 0.78 | 0.85 | 0.80 | 0.97 | 0.89 | 1.00 | 0.93 | 0.94 |
| VTI | 0.63 | 0.67 | 0.81 | 0.66 | 0.84 | 0.71 | 0.75 | 0.87 | 0.90 | 0.97 | 0.93 | 1.00 | 0.99 |
| VOO | 0.63 | 0.67 | 0.81 | 0.67 | 0.84 | 0.72 | 0.77 | 0.84 | 0.91 | 0.96 | 0.94 | 0.99 | 1.00 |