Time and Tested
To Simulate Risk and study History (Why study? If More than 10% drop in one month for whole portfolio or 20% in one particular stock, MUST SELL HIGHEST SWING first, It is to prepare)
-49.12% Jun 10, 2011 to Oct 3, 2011 until Sep 10, 2013 824 -25.27% Dec 30, 2015 to Feb 11, 2016 until Mar 30, 2016 92 -43.2% Oct 2, 2018 to Dec 25, 2018 until Oct 25, 2019 389 -41.25% Feb 20, 2020 to Mar 16, 2020 until Jun 4, 2020 106 -63.41% Nov 30, 2021 to Oct 15, 2022 until Jun 13, 2023 561
Jun 10, 2011 to Oct 3, 2011 Why? US - Slow economic growth + Standard & Poor's downgraded America's credit rating from AAA to AA. European- DEBT CRISIS WHEN? Standard & Poor's downgraded America's credit rating from AAA to AA+ on 6 August 2011 for the first time in history. Dec 30, 2015 to Feb 11, 2016 Why? China - GDP DROP + China STOCK MARKET CRASH 44%. Europe - GREEK DEFAULT BANKRUPT + BREXIT WHEN? Too many bad news about world markets + BREXIT news since Dec 2015. Oct 2, 2018 to Dec 25, 2018 Why? US - Fed raised interest rates four times in 2018, interest rate hit 3% since 0% from 2016. China - TRADE WAR + BREXIT WHEN? After Interest Rate hit 3% Feb 20, 2020 to Mar 16, 2020 Why? World - COVID 19 started in China at Dec 2019. 2 months later US Declare NATIONAL EMERGENCY on Feb 2020. WHEN? Once US President Donald Trump declared the U.S. outbreak a public health emergency on January 31. Nov 30, 2021 to Oct 15, 2022 Why? World Fears over the new “Omicron” variant of Covid-19 on 22 November 2021 WHEN? March 2022 Interest rate increase from 0% to 4.5%. 2022, Fed increase interest 7 times. What Stocks never down during or least down during these periods? Time and Tested
But DO NOT WORRY, (ONLY WORRY is Long 2x early sell off if more than 10% in one month incase world news bad + internal issue can => drop 50%.) 1. If can wait Max 2 years, it all recovers with 50% more 2. EFT max drop maybe ard 25%, great promotions
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AMD Advanced Micro Devices, Inc. | Technology | 10% |
BTC-USD Bitcoin | 5% | |
NVDA NVIDIA Corporation | Technology | 40% |
SMH VanEck Vectors Semiconductor ETF | Technology Equities | 20% |
USD ProShares Ultra Semiconductors | Leveraged Equities, Leveraged | 20% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 5% |
Performance
Performance Chart
Loading data...
The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of May 17, 2025, the Time and Tested returned -1.00% Year-To-Date and 59.07% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.30% | 12.94% | 1.49% | 12.48% | 15.82% | 10.87% |
| Time and Tested | -1.00% | 34.16% | -3.49% | 22.76% | 57.06% | 59.07% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | 1.73% | 13.04% | 2.12% | 13.91% | 17.52% | 12.81% |
BTC-USD Bitcoin | 11.04% | 23.46% | 13.92% | 59.04% | 60.73% | 84.10% |
SMH VanEck Vectors Semiconductor ETF | 1.75% | 26.79% | 3.15% | 6.59% | 31.19% | 25.37% |
USD ProShares Ultra Semiconductors | -14.31% | 62.52% | -13.52% | 9.13% | 56.60% | 42.15% |
NVDA NVIDIA Corporation | 0.84% | 29.58% | -4.62% | 43.53% | 74.12% | 74.77% |
AMD Advanced Micro Devices, Inc. | -3.00% | 32.71% | -13.14% | -27.95% | 16.67% | 48.28% |
Monthly Returns
The table below presents the monthly returns of Time and Tested, 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 | -6.85% | -2.57% | -11.94% | -0.54% | 24.55% | -1.00% | |||||||
| 2024 | 15.96% | 25.62% | 10.77% | -7.22% | 21.34% | 10.62% | -6.48% | -0.14% | 2.65% | 3.35% | 3.97% | -1.70% | 103.47% |
| 2023 | 27.16% | 9.79% | 18.85% | -4.06% | 29.07% | 9.47% | 8.03% | -0.15% | -10.33% | -4.87% | 18.08% | 12.03% | 173.85% |
| 2022 | -17.06% | 0.03% | 4.77% | -26.22% | 4.30% | -21.86% | 21.64% | -15.17% | -19.29% | 6.73% | 23.61% | -14.07% | -50.65% |
| 2021 | 1.38% | 7.74% | 1.32% | 5.36% | 3.29% | 15.89% | 1.17% | 8.98% | -7.41% | 18.63% | 22.88% | -6.23% | 94.76% |
| 2020 | 0.69% | 1.71% | -10.08% | 16.15% | 13.53% | 6.22% | 14.00% | 17.62% | -1.64% | -3.48% | 18.81% | 5.42% | 105.69% |
| 2019 | 11.33% | 7.53% | 9.83% | 7.68% | -15.97% | 19.86% | 4.18% | -1.94% | 2.34% | 12.38% | 6.64% | 9.48% | 95.60% |
| 2018 | 17.48% | -1.93% | -6.09% | -2.09% | 12.61% | -5.06% | 6.06% | 11.26% | 1.81% | -21.80% | -8.52% | -13.15% | -15.48% |
| 2017 | 1.73% | 3.36% | 4.74% | -1.67% | 22.95% | -1.13% | 9.60% | 6.08% | 4.71% | 13.78% | 2.76% | 0.95% | 89.17% |
| 2016 | -12.48% | 3.93% | 15.91% | -0.10% | 22.15% | 3.57% | 18.04% | 6.29% | 6.78% | 1.31% | 17.87% | 12.65% | 140.14% |
| 2015 | -6.67% | 13.87% | -5.85% | 0.18% | 5.36% | -8.36% | -5.00% | 1.09% | 4.23% | 16.16% | 9.46% | 3.60% | 27.60% |
| 2014 | -3.03% | 9.72% | 1.47% | 0.43% | 5.52% | 4.72% | -3.99% | 8.19% | -5.06% | -0.23% | 9.04% | -2.58% | 25.21% |
Expense Ratio
Time and Tested has an expense ratio of 0.26%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Time and Tested is 30, 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 | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.72 | 1.22 | 1.18 | 0.22 | 2.92 |
BTC-USD Bitcoin | 1.18 | 3.54 | 1.38 | 3.16 | 14.12 |
SMH VanEck Vectors Semiconductor ETF | 0.15 | 1.01 | 1.14 | 0.18 | 1.85 |
USD ProShares Ultra Semiconductors | 0.09 | 1.20 | 1.16 | 0.22 | 1.45 |
NVDA NVIDIA Corporation | 0.73 | 1.42 | 1.19 | 0.51 | 3.16 |
AMD Advanced Micro Devices, Inc. | -0.53 | -0.14 | 0.98 | -0.37 | -0.58 |
Loading data...
Dividends
Dividend yield
Time and Tested provided a 0.20% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.20% | 0.18% | 0.21% | 0.42% | 0.19% | 0.29% | 0.65% | 0.85% | 0.56% | 1.86% | 1.09% | 1.55% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
BTC-USD Bitcoin | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.43% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% | 1.16% |
USD ProShares Ultra Semiconductors | 0.21% | 0.10% | 0.05% | 0.30% | 0.00% | 0.14% | 0.72% | 0.93% | 0.32% | 7.11% | 0.39% | 2.71% |
NVDA NVIDIA Corporation | 0.03% | 0.03% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
AMD Advanced Micro Devices, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Time and Tested. 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 Time and Tested was 63.43%, occurring on Oct 15, 2022. Recovery took 241 trading sessions.
The current Time and Tested drawdown is 10.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.43% | Nov 30, 2021 | 320 | Oct 15, 2022 | 241 | Jun 13, 2023 | 561 |
| -49.71% | Jun 10, 2011 | 116 | Oct 3, 2011 | 708 | Sep 10, 2013 | 824 |
| -43.49% | Oct 2, 2018 | 85 | Dec 25, 2018 | 304 | Oct 25, 2019 | 389 |
| -41.24% | Feb 20, 2020 | 26 | Mar 16, 2020 | 80 | Jun 4, 2020 | 106 |
| -39.29% | Jan 7, 2025 | 90 | Apr 6, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 6 assets, with an effective number of assets of 3.92, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | BTC-USD | AMD | VOO | NVDA | USD | SMH | Portfolio | |
|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.13 | 0.53 | 1.00 | 0.61 | 0.75 | 0.77 | 0.70 |
| BTC-USD | 0.13 | 1.00 | 0.09 | 0.11 | 0.11 | 0.11 | 0.11 | 0.33 |
| AMD | 0.53 | 0.09 | 1.00 | 0.48 | 0.57 | 0.60 | 0.62 | 0.66 |
| VOO | 1.00 | 0.11 | 0.48 | 1.00 | 0.55 | 0.69 | 0.71 | 0.63 |
| NVDA | 0.61 | 0.11 | 0.57 | 0.55 | 1.00 | 0.76 | 0.73 | 0.86 |
| USD | 0.75 | 0.11 | 0.60 | 0.69 | 0.76 | 1.00 | 0.94 | 0.86 |
| SMH | 0.77 | 0.11 | 0.62 | 0.71 | 0.73 | 0.94 | 1.00 | 0.84 |
| Portfolio | 0.70 | 0.33 | 0.66 | 0.63 | 0.86 | 0.86 | 0.84 | 1.00 |