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My
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


BRK-B 66.66%AAPL 20.3%MSFT 13.04%EquityEquity
PositionCategory/SectorWeight
AAPL
Apple Inc.
Technology

20.30%

BRK-B
Berkshire Hathaway Inc.
Financial Services

66.66%

MSFT
Microsoft Corporation
Technology

13.04%

S&P 500

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in My, 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


0.00%2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%NovemberDecember2024FebruaryMarchApril
9,328.15%
669.59%
My
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is May 9, 1996, corresponding to the inception date of BRK-B

Returns By Period

As of Apr 20, 2024, the My returned 6.93% Year-To-Date and 17.94% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
4.14%-4.93%17.59%20.28%11.33%10.22%
My6.93%-2.81%16.13%22.66%19.50%17.82%
AAPL
Apple Inc.
-14.19%-4.23%-4.31%0.52%27.08%24.97%
MSFT
Microsoft Corporation
6.33%-6.91%22.65%40.82%27.37%28.10%
BRK-B
Berkshire Hathaway Inc.
13.58%-1.58%20.61%24.90%13.90%12.33%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20244.96%4.79%1.16%
2023-3.97%-0.81%7.67%-0.42%

Expense Ratio

The My has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

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.


My
Sharpe ratio
The chart of Sharpe ratio for My, currently valued at 1.97, compared to the broader market-1.000.001.002.003.004.001.97
Sortino ratio
The chart of Sortino ratio for My, currently valued at 2.84, compared to the broader market-2.000.002.004.006.002.84
Omega ratio
The chart of Omega ratio for My, currently valued at 1.34, compared to the broader market0.801.001.201.401.601.801.34
Calmar ratio
The chart of Calmar ratio for My, currently valued at 2.73, compared to the broader market0.002.004.006.008.002.73
Martin ratio
The chart of Martin ratio for My, currently valued at 9.97, compared to the broader market0.0010.0020.0030.0040.009.97
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.66, compared to the broader market-1.000.001.002.003.004.001.66
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.44, compared to the broader market-2.000.002.004.006.002.44
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.29, compared to the broader market0.801.001.201.401.601.801.29
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.27, compared to the broader market0.002.004.006.008.001.27
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.65, compared to the broader market0.0010.0020.0030.0040.006.65

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
AAPL
Apple Inc.
-0.050.061.01-0.06-0.13
MSFT
Microsoft Corporation
1.792.571.312.107.69
BRK-B
Berkshire Hathaway Inc.
2.063.001.352.257.79

Sharpe Ratio

The current My Sharpe ratio is 1.97. A Sharpe ratio greater than 1.0 is considered acceptable.

-1.000.001.002.003.004.001.97

The Sharpe ratio of My lies between the 25th and 75th percentiles. It indicates that the portfolio's 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.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.97
1.66
My
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

My granted a 0.21% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
My0.21%0.20%0.28%0.19%0.25%0.37%0.58%0.54%0.70%0.69%0.66%0.76%
AAPL
Apple Inc.
0.58%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%2.10%
MSFT
Microsoft Corporation
0.72%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%2.59%
BRK-B
Berkshire Hathaway 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%

Drawdowns

Drawdowns Chart

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


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-4.11%
-5.46%
My
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the My. 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 My was 52.51%, occurring on Mar 9, 2009. Recovery took 403 trading sessions.

The current My drawdown is 4.11%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.51%Dec 11, 2007312Mar 9, 2009403Oct 12, 2010715
-29.3%Feb 20, 202023Mar 23, 202092Aug 3, 2020115
-27.23%May 15, 200248Jul 23, 2002310Oct 14, 2003358
-25.52%Mar 29, 2022137Oct 12, 2022169Jun 15, 2023306
-25.29%Mar 23, 2000142Oct 12, 200098Mar 6, 2001240

Volatility

Volatility Chart

The current My volatility is 3.19%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%NovemberDecember2024FebruaryMarchApril
3.19%
3.15%
My
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.

BRK-BAAPLMSFT
BRK-B1.000.250.30
AAPL0.251.000.47
MSFT0.300.471.00