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Tomato Tree Taxable
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Tomato Tree Taxable

Currency in USD · Last updated Jul 14, 2026

Taxable portfolio of the family. Created in such a way that it should be less volatile than SP 500. Started ~April 2020, current version May 9 2025. Work in progress (as usual). Recently increased VEA, MSI and AEG at the expense om MCK, CAH and STRL and HUM. Some positions will be removed soon such as ALSN, LRCX, ADSK and perhaps ANSS.

Asset Allocation

LMT 5.03%32 positions 92.38%1 position 2.59%EquityEquityReal EstateReal Estate
PositionCategory/SectorTarget Weight
LMT
Lockheed Martin Corporation		Industrials
5.03%
MCK
McKesson Corporation		Healthcare
4.91%
STX
Seagate Technology plc		Technology
4.54%
CAH
Cardinal Health, Inc.		Healthcare
4.20%
STRL
Sterling Infrastructure, Inc.		Industrials
4.16%
ADSK
Autodesk, Inc.		Technology
4.07%
T
AT&T Inc.		Communication Services
3.89%
MSFT
Microsoft Corporation		Technology
3.73%
BRO
Brown & Brown, Inc.		Financial Services
3.71%
ABBV
AbbVie Inc.		Healthcare
3.66%
VTI
Vanguard Total Stock Market ETF		Large Cap Blend Equities
3.55%
VEA
Vanguard FTSE Developed Markets ETF		Foreign Large Cap Equities
3.50%
VYM
Vanguard High Dividend Yield ETF		Dividend
3.39%
IRM
Iron Mountain Incorporated		Real Estate
3.23%
LOW
Lowe's Companies, Inc.		Consumer Cyclical
3.15%
AJG
Arthur J. Gallagher & Co.		Financial Services
3.11%
WMB
The Williams Companies, Inc.		Energy
3.10%
MDT
Medtronic plc		Healthcare
3.08%
MSI
Motorola Solutions, Inc.		Technology
2.88%
LRCX
Lam Research Corporation		Technology
2.72%
GD
General Dynamics Corporation		Industrials
2.69%
VNQ
Vanguard Real Estate ETF		REIT
2.59%
CNQ
Canadian Natural Resources Limited		Energy
2.57%
RTX
RTX Corporation		Industrials
2.55%
HUM
Humana Inc.		Healthcare
2.48%
ANSS
2.36%
VLO
Valero Energy Corporation		Energy
2.18%
AB
AllianceBernstein Holding L.P.		Financial Services
2.14%
WPC
W. P. Carey Inc.		Real Estate
1.66%
AEM
Agnico Eagle Mines Limited		Basic Materials
1.50%
BCE
BCE Inc.		Communication Services
1.42%
BAESY
BAE Systems PLC		Industrials
1.03%
ALSN
Allison Transmission Holdings, Inc.		Consumer Cyclical
0.70%
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF		Volatility Hedged Equity
0.52%

S&P 500 Index

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Tomato Tree Taxable, 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 Every 3 months.

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Returns By Period

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Monthly Returns

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Expense Ratio

Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for Tomato Tree Taxable. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

Tomato Tree Taxable doesn't pay dividends

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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Tomato Tree Taxable. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The portfolio has not yet recovered.

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Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

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Not enough data to calculate this metric.

Diversification Ratio

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Not enough data to calculate this metric.