Land, Work & Cash
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
IAU iShares Gold Trust | Precious Metals, Gold | 33.33% |
O Realty Income Corporation | Real Estate | 33.33% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 33.33% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Land, Work & Cash, 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 Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of Aug 27, 2024, the Land, Work & Cash returned 17.80% Year-To-Date and 10.14% 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 | 17.76% | 2.89% | 10.80% | 27.49% | 14.28% | 10.89% |
| Land, Work & Cash | 17.80% | 5.21% | 19.12% | 25.91% | 9.97% | 10.14% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | 18.79% | 3.01% | 11.37% | 28.55% | 15.84% | 12.93% |
O Realty Income Corporation | 11.26% | 6.86% | 21.56% | 15.93% | 1.74% | 8.40% |
IAU iShares Gold Trust | 21.91% | 5.55% | 23.91% | 30.82% | 10.36% | 6.74% |
Monthly Returns
The table below presents the monthly returns of Land, Work & Cash, 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 | -1.52% | 0.75% | 5.43% | -0.49% | 1.86% | 1.15% | 5.29% | 17.80% | |||||
| 2023 | 6.47% | -4.41% | 3.72% | 0.71% | -1.94% | 1.84% | 2.64% | -3.48% | -6.49% | 0.18% | 8.51% | 4.28% | 11.46% |
| 2022 | -3.21% | -0.37% | 3.36% | -3.49% | -1.47% | -3.01% | 5.14% | -4.89% | -8.89% | 4.59% | 5.11% | -0.68% | -8.54% |
| 2021 | -2.96% | -0.36% | 3.28% | 6.04% | 2.47% | -2.34% | 3.53% | 1.98% | -5.96% | 6.19% | -0.89% | 4.59% | 15.83% |
| 2020 | 3.80% | -5.36% | -14.39% | 10.11% | 2.87% | 4.17% | 6.07% | 3.34% | -3.24% | -2.50% | 3.22% | 4.90% | 11.11% |
| 2019 | 6.70% | 1.29% | 2.43% | -0.39% | -1.49% | 4.61% | 0.76% | 4.31% | 0.98% | 3.90% | -1.95% | 1.05% | 24.17% |
| 2018 | 0.84% | -4.19% | 1.03% | -0.82% | 2.36% | -0.40% | 1.77% | 2.27% | -0.86% | 0.57% | 3.08% | -1.48% | 4.02% |
| 2017 | 3.74% | 3.38% | -0.89% | 0.35% | -1.37% | -0.27% | 2.73% | 1.88% | -0.52% | -1.41% | 2.26% | 2.28% | 12.65% |
| 2016 | 2.99% | 5.64% | 4.12% | 0.14% | -0.97% | 8.20% | 3.02% | -3.62% | 0.91% | -5.27% | -3.44% | 1.45% | 13.02% |
| 2015 | 6.63% | -2.92% | -0.09% | -2.58% | -0.17% | -1.85% | 1.58% | -3.45% | 0.85% | 5.18% | -1.76% | 0.77% | 1.67% |
| 2014 | 3.16% | 6.89% | -3.52% | 2.67% | -0.17% | 3.71% | -2.55% | 2.87% | -5.28% | 4.23% | 1.22% | 1.46% | 14.95% |
| 2013 | 4.58% | 0.53% | 1.39% | 2.50% | -4.95% | -6.12% | 5.53% | -1.99% | -0.35% | 3.11% | -3.51% | -0.73% | -0.75% |
Expense Ratio
Land, Work & Cash has an expense ratio of 0.09%, 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 Land, Work & Cash is 73, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative 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 | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 2.43 | 3.29 | 1.44 | 2.60 | 11.51 |
O Realty Income Corporation | 0.82 | 1.26 | 1.16 | 0.47 | 2.05 |
IAU iShares Gold Trust | 2.18 | 3.06 | 1.39 | 2.52 | 12.60 |
Dividends
Dividend yield
Land, Work & Cash granted a 2.10% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Land, Work & Cash | 2.10% | 2.26% | 2.12% | 1.71% | 2.02% | 1.86% | 2.08% | 2.08% | 2.06% | 2.17% | 2.15% | 2.56% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
O Realty Income Corporation | 5.01% | 5.33% | 4.68% | 3.87% | 4.50% | 3.69% | 4.18% | 4.45% | 4.18% | 4.41% | 4.59% | 5.83% |
IAU iShares Gold Trust | 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Land, Work & Cash. 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 Land, Work & Cash was 28.81%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.81% | Feb 24, 2020 | 21 | Mar 23, 2020 | 94 | Aug 5, 2020 | 115 |
| -19.6% | Apr 21, 2022 | 123 | Oct 14, 2022 | 301 | Dec 27, 2023 | 424 |
| -13.84% | May 21, 2013 | 24 | Jun 24, 2013 | 250 | Jun 20, 2014 | 274 |
| -12.46% | Aug 2, 2016 | 86 | Dec 1, 2016 | 193 | Sep 8, 2017 | 279 |
| -12.27% | Jan 28, 2015 | 154 | Sep 4, 2015 | 109 | Feb 11, 2016 | 263 |
Volatility
Volatility Chart
The current Land, Work & Cash volatility is 2.88%, 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
| IAU | VOO | O | |
|---|---|---|---|
| IAU | 1.00 | 0.04 | 0.11 |
| VOO | 0.04 | 1.00 | 0.41 |
| O | 0.11 | 0.41 | 1.00 |