My
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AAPL Apple Inc | Technology | 20.30% |
BRK-B Berkshire Hathaway Inc. | Financial Services | 66.66% |
MSFT Microsoft Corporation | Technology | 13.04% |
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
The earliest data available for this chart is May 9, 1996, corresponding to the inception date of BRK-B
Returns By Period
As of Jul 25, 2024, the My returned 20.11% Year-To-Date and 18.48% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 13.20% | -1.28% | 10.32% | 18.23% | 12.31% | 10.58% |
| My | 19.74% | 3.22% | 12.61% | 24.11% | 21.95% | 18.47% |
| Portfolio components: | ||||||
AAPL Apple Inc | 13.26% | 1.99% | 13.33% | 13.16% | 34.21% | 25.96% |
MSFT Microsoft Corporation | 11.67% | -7.47% | 3.96% | 27.50% | 25.49% | 27.40% |
BRK-B Berkshire Hathaway Inc. | 21.49% | 5.61% | 12.43% | 24.04% | 15.64% | 13.06% |
Monthly Returns
The table below presents the monthly returns of My, 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 | 4.96% | 4.79% | 1.16% | -4.89% | 6.54% | 1.95% | 19.74% | ||||||
| 2023 | 3.25% | -0.70% | 5.47% | 5.71% | 0.32% | 6.51% | 2.22% | 0.43% | -3.97% | -0.81% | 7.67% | -0.42% | 28.08% |
| 2022 | 1.83% | 0.35% | 8.27% | -8.95% | -2.75% | -11.47% | 11.76% | -5.86% | -7.23% | 9.19% | 5.95% | -5.11% | -7.09% |
| 2021 | -0.71% | 2.13% | 4.69% | 7.54% | 2.34% | 0.30% | 2.08% | 3.48% | -5.28% | 6.94% | -0.25% | 7.01% | 33.84% |
| 2020 | 1.52% | -8.30% | -9.20% | 6.57% | 1.61% | 2.58% | 9.88% | 13.45% | -4.68% | -5.16% | 11.63% | 3.65% | 22.43% |
| 2019 | 1.93% | 0.60% | 2.70% | 7.80% | -9.07% | 9.01% | -0.67% | -0.80% | 3.12% | 4.14% | 4.84% | 4.57% | 30.54% |
| 2018 | 6.67% | -1.10% | -4.01% | -1.90% | 2.83% | -1.86% | 5.56% | 8.47% | 1.72% | -4.23% | 0.98% | -7.59% | 4.36% |
| 2017 | 1.96% | 5.65% | -0.36% | -0.07% | 1.76% | 0.20% | 3.58% | 4.97% | -0.55% | 4.81% | 2.77% | 1.66% | 29.50% |
| 2016 | -2.76% | 1.34% | 7.41% | -2.42% | -0.24% | 0.77% | 2.98% | 3.57% | -1.19% | 0.53% | 5.76% | 3.70% | 20.65% |
| 2015 | -3.23% | 4.93% | -2.95% | 1.25% | 1.26% | -4.74% | 3.32% | -6.21% | -2.03% | 7.04% | -0.47% | -2.92% | -5.50% |
| 2014 | -5.96% | 3.89% | 6.62% | 3.88% | 1.67% | -0.09% | 0.45% | 8.60% | 0.34% | 2.61% | 6.58% | -1.30% | 29.88% |
| 2013 | 2.70% | 3.60% | 1.71% | 3.43% | 6.16% | -3.55% | 4.22% | -0.11% | 0.75% | 3.72% | 3.46% | 1.03% | 30.33% |
Expense Ratio
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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of My is 82, placing it in the top 18% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined 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 | |
|---|---|---|---|---|---|
AAPL Apple Inc | 0.57 | 0.97 | 1.12 | 0.78 | 1.54 |
MSFT Microsoft Corporation | 1.00 | 1.41 | 1.18 | 1.55 | 6.20 |
BRK-B Berkshire Hathaway Inc. | 1.98 | 2.86 | 1.34 | 2.36 | 7.03 |
Dividends
Dividend yield
My granted a 0.18% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| My | 0.18% | 0.20% | 0.28% | 0.19% | 0.25% | 0.37% | 0.58% | 0.54% | 0.70% | 0.69% | 0.66% | 0.76% |
| Portfolio components: | ||||||||||||
AAPL Apple Inc | 0.45% | 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 | 0.70% | 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.
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 52.50%, occurring on Mar 9, 2009. Recovery took 403 trading sessions.
The current My drawdown is 3.26%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.5% | Dec 11, 2007 | 312 | Mar 9, 2009 | 403 | Oct 12, 2010 | 715 |
| -29.3% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -27.23% | May 15, 2002 | 48 | Jul 23, 2002 | 310 | Oct 14, 2003 | 358 |
| -25.52% | Mar 29, 2022 | 137 | Oct 12, 2022 | 169 | Jun 15, 2023 | 306 |
| -25.3% | Mar 23, 2000 | 142 | Oct 12, 2000 | 98 | Mar 6, 2001 | 240 |
Volatility
Volatility Chart
The current My volatility is 3.88%, 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
| BRK-B | AAPL | MSFT | |
|---|---|---|---|
| BRK-B | 1.00 | 0.25 | 0.30 |
| AAPL | 0.25 | 1.00 | 0.47 |
| MSFT | 0.30 | 0.47 | 1.00 |