My portfolio HQ
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BRK-B Berkshire Hathaway Inc. | Financial Services | 25% |
IDHQ Invesco S&P International Developed High Quality ETF | Foreign Large Cap Equities | 25% |
SPHQ Invesco S&P 500® Quality ETF | 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 My portfolio HQ, 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 never rebalanced.
The earliest data available for this chart is Jun 13, 2007, corresponding to the inception date of IDHQ
Returns By Period
As of Apr 20, 2025, the My portfolio HQ returned -6.50% Year-To-Date and 14.12% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.79% | -9.92% | 6.35% | 14.12% | 9.63% |
| My portfolio HQ | -6.50% | -6.02% | -6.45% | 12.70% | 18.61% | 14.09% |
| Portfolio components: | ||||||
BRK-B Berkshire Hathaway Inc. | 14.32% | -0.71% | 11.49% | 27.93% | 23.18% | 13.83% |
VGT Vanguard Information Technology ETF | -18.60% | -10.35% | -16.03% | 5.91% | 18.85% | 17.84% |
SPHQ Invesco S&P 500® Quality ETF | -5.73% | -4.88% | -6.90% | 11.16% | 16.53% | 12.17% |
IDHQ Invesco S&P International Developed High Quality ETF | 7.00% | -2.25% | -2.30% | 6.05% | 9.24% | 6.14% |
Monthly Returns
The table below presents the monthly returns of My portfolio HQ, 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 | 1.54% | 1.26% | -4.51% | -4.76% | -6.50% | ||||||||
| 2024 | 3.51% | 5.19% | 2.37% | -5.13% | 6.40% | 4.05% | 1.51% | 3.53% | 0.44% | -1.77% | 6.10% | -2.32% | 25.80% |
| 2023 | 6.05% | -1.16% | 6.17% | 2.01% | 2.74% | 6.10% | 3.12% | -0.68% | -4.88% | -2.18% | 9.56% | 3.38% | 33.56% |
| 2022 | -4.36% | -2.22% | 4.19% | -9.70% | -1.01% | -10.62% | 10.90% | -5.65% | -9.25% | 8.43% | 7.16% | -5.54% | -18.87% |
| 2021 | -1.02% | 2.18% | 2.86% | 5.16% | 1.23% | 3.36% | 2.34% | 2.93% | -5.18% | 6.72% | 0.21% | 4.40% | 27.66% |
| 2020 | 0.98% | -7.79% | -10.13% | 10.30% | 4.93% | 2.78% | 6.02% | 9.80% | -3.33% | -4.49% | 12.10% | 4.30% | 25.10% |
| 2019 | 5.50% | 3.57% | 2.20% | 5.85% | -7.85% | 7.82% | 0.46% | -1.47% | 1.79% | 3.08% | 4.24% | 3.46% | 31.55% |
| 2018 | 6.54% | -2.30% | -2.89% | -0.97% | 2.77% | -0.71% | 2.96% | 5.83% | 1.15% | -6.98% | 1.34% | -7.23% | -1.54% |
| 2017 | 2.37% | 4.05% | 0.43% | 1.07% | 2.57% | -0.09% | 2.81% | 2.19% | 1.63% | 3.54% | 2.11% | 1.44% | 26.89% |
| 2016 | -3.75% | 0.86% | 6.98% | -0.38% | 0.94% | 0.03% | 3.45% | 1.68% | -0.43% | -1.15% | 3.30% | 2.24% | 14.23% |
| 2015 | -2.90% | 5.29% | -1.62% | -0.23% | 1.60% | -3.26% | 2.99% | -5.66% | -1.88% | 6.84% | 0.23% | -1.62% | -0.94% |
| 2014 | -4.13% | 4.59% | 2.61% | 1.21% | 1.57% | 0.94% | -1.14% | 5.19% | -0.98% | 2.07% | 4.24% | -0.16% | 16.77% |
Expense Ratio
My portfolio HQ has an expense ratio of 0.14%, 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 My portfolio HQ is 59, 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 | |
|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 1.64 | 2.29 | 1.33 | 3.47 | 8.96 |
VGT Vanguard Information Technology ETF | 0.02 | 0.23 | 1.03 | 0.02 | 0.08 |
SPHQ Invesco S&P 500® Quality ETF | 0.50 | 0.81 | 1.11 | 0.51 | 2.39 |
IDHQ Invesco S&P International Developed High Quality ETF | 0.27 | 0.50 | 1.06 | 0.33 | 0.86 |
Dividends
Dividend yield
My portfolio HQ provided a 1.06% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.06% | 1.04% | 1.15% | 1.52% | 0.98% | 0.99% | 1.18% | 1.46% | 1.06% | 1.34% | 1.32% | 1.13% |
| Portfolio components: | ||||||||||||
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% |
VGT Vanguard Information Technology ETF | 0.63% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
SPHQ Invesco S&P 500® Quality ETF | 1.22% | 1.15% | 1.43% | 1.85% | 1.19% | 1.56% | 1.50% | 1.86% | 1.57% | 1.68% | 2.29% | 1.66% |
IDHQ Invesco S&P International Developed High Quality ETF | 2.40% | 2.41% | 2.52% | 3.32% | 2.10% | 1.60% | 2.10% | 2.67% | 1.68% | 2.36% | 1.71% | 1.75% |
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 My portfolio HQ. 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 portfolio HQ was 58.93%, occurring on Mar 9, 2009. Recovery took 1045 trading sessions.
The current My portfolio HQ drawdown is 11.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.93% | Dec 7, 2007 | 314 | Mar 9, 2009 | 1045 | May 2, 2013 | 1359 |
| -30.9% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -27.39% | Dec 28, 2021 | 200 | Oct 12, 2022 | 186 | Jul 12, 2023 | 386 |
| -19.07% | Sep 21, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
| -16.73% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The current My portfolio HQ volatility is 13.70%, 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 | IDHQ | VGT | SPHQ | |
|---|---|---|---|---|
| BRK-B | 1.00 | 0.46 | 0.51 | 0.62 |
| IDHQ | 0.46 | 1.00 | 0.61 | 0.64 |
| VGT | 0.51 | 0.61 | 1.00 | 0.83 |
| SPHQ | 0.62 | 0.64 | 0.83 | 1.00 |