Tracking random stuff
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Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
GOOGL Alphabet Inc. | Communication Services | 25% |
META Meta Platforms, Inc. | Communication Services | 25% |
SWPPX Schwab S&P 500 Index Fund | Large Cap Blend Equities | 25% |
VGT Vanguard Information Technology ETF | Technology Equities | 25% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Tracking random stuff, 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 May 18, 2012, corresponding to the inception date of META
Returns By Period
As of Jan 9, 2025, the Tracking random stuff returned 2.46% Year-To-Date and 20.64% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.62% | -1.93% | 5.98% | 23.72% | 12.67% | 11.33% |
| Tracking random stuff | 2.46% | 0.48% | 9.94% | 42.58% | 21.07% | 20.78% |
| Portfolio components: | ||||||
VGT Vanguard Information Technology ETF | 0.80% | -0.47% | 5.61% | 31.72% | 21.00% | 21.12% |
SWPPX Schwab S&P 500 Index Fund | 0.64% | -1.85% | 6.64% | 25.37% | 14.43% | 13.08% |
GOOGL Alphabet Inc. | 2.46% | 4.74% | 4.77% | 36.81% | 22.27% | 22.91% |
META Meta Platforms, Inc. | 4.31% | -1.31% | 19.33% | 65.48% | 23.05% | 23.16% |
Monthly Returns
The table below presents the monthly returns of Tracking random stuff, 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 | 3.88% | 9.73% | 2.79% | -3.75% | 7.15% | 6.77% | -3.86% | 2.32% | 4.72% | 0.24% | 2.50% | 3.60% | 41.50% |
| 2023 | 12.24% | 0.16% | 12.81% | 4.46% | 9.40% | 4.11% | 7.51% | -2.06% | -3.29% | -2.27% | 9.35% | 5.96% | 73.97% |
| 2022 | -6.79% | -10.97% | 3.69% | -13.05% | -1.31% | -9.11% | 7.31% | -4.32% | -12.28% | -2.86% | 8.84% | -7.59% | -40.95% |
| 2021 | -0.96% | 3.66% | 5.65% | 9.38% | 0.20% | 5.00% | 4.97% | 5.58% | -7.72% | 4.82% | -0.62% | 2.98% | 36.94% |
| 2020 | 2.26% | -6.43% | -12.26% | 17.09% | 7.67% | 2.05% | 7.52% | 11.65% | -8.06% | 1.13% | 8.77% | 1.56% | 33.17% |
| 2019 | 13.47% | 1.18% | 3.55% | 7.71% | -7.93% | 5.58% | 4.37% | -2.84% | -0.02% | 4.50% | 4.60% | 2.77% | 41.78% |
| 2018 | 7.90% | -4.04% | -6.37% | 2.09% | 8.03% | 1.14% | -0.55% | 3.20% | -2.45% | -8.29% | -1.74% | -7.38% | -9.63% |
| 2017 | 6.45% | 3.92% | 2.20% | 5.06% | 3.26% | -2.15% | 5.86% | 1.53% | 0.78% | 5.45% | 0.24% | 0.50% | 38.08% |
| 2016 | -0.49% | -3.49% | 7.05% | -1.87% | 3.28% | -3.36% | 8.40% | 1.03% | 1.56% | 0.48% | -3.73% | 0.19% | 8.54% |
| 2015 | -1.97% | 5.57% | -0.16% | -0.98% | 0.87% | 0.71% | 9.17% | -4.39% | -1.04% | 12.35% | 1.97% | -0.36% | 22.55% |
| 2014 | 3.63% | 5.37% | -5.55% | -1.42% | 4.77% | 3.43% | 1.60% | 2.79% | 1.23% | -1.47% | 1.85% | -1.09% | 15.60% |
Expense Ratio
Tracking random stuff has an expense ratio of 0.03%, 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 Tracking random stuff is 70, 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 | |
|---|---|---|---|---|---|
VGT Vanguard Information Technology ETF | 1.54 | 2.04 | 1.27 | 2.17 | 7.79 |
SWPPX Schwab S&P 500 Index Fund | 2.05 | 2.73 | 1.38 | 3.06 | 13.15 |
GOOGL Alphabet Inc. | 1.43 | 1.99 | 1.27 | 1.82 | 4.40 |
META Meta Platforms, Inc. | 1.93 | 2.82 | 1.38 | 3.85 | 11.69 |
Dividends
Dividend yield
Tracking random stuff provided a 0.61% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.61% | 0.62% | 0.52% | 0.65% | 0.45% | 0.66% | 0.72% | 0.87% | 0.68% | 0.83% | 0.86% | 0.73% |
| Portfolio components: | ||||||||||||
VGT Vanguard Information Technology ETF | 0.59% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
SWPPX Schwab S&P 500 Index Fund | 1.22% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
GOOGL Alphabet Inc. | 0.31% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
META Meta Platforms, Inc. | 0.33% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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 Tracking random stuff. 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 Tracking random stuff was 46.92%, occurring on Nov 3, 2022. Recovery took 284 trading sessions.
The current Tracking random stuff drawdown is 2.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.92% | Dec 28, 2021 | 216 | Nov 3, 2022 | 284 | Dec 21, 2023 | 500 |
| -31.91% | Feb 20, 2020 | 23 | Mar 23, 2020 | 54 | Jun 9, 2020 | 77 |
| -28.59% | Jul 26, 2018 | 105 | Dec 24, 2018 | 147 | Jul 26, 2019 | 252 |
| -15.23% | Sep 3, 2020 | 14 | Sep 23, 2020 | 49 | Dec 2, 2020 | 63 |
| -13.85% | Jan 29, 2018 | 42 | Mar 28, 2018 | 46 | Jun 4, 2018 | 88 |
Volatility
Volatility Chart
The current Tracking random stuff volatility is 6.93%, 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 | GOOGL | SWPPX | VGT | |
|---|---|---|---|---|
| META | 1.00 | 0.60 | 0.55 | 0.60 |
| GOOGL | 0.60 | 1.00 | 0.68 | 0.70 |
| SWPPX | 0.55 | 0.68 | 1.00 | 0.89 |
| VGT | 0.60 | 0.70 | 0.89 | 1.00 |