BRK 25%

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

BRK 25%

Currency in USD · Last updated May 23, 2025

Asset Allocation

Position	Category/Sector	Target Weight
0700.HK Tencent Holdings Ltd	Communication Services	5%
9988.HK Alibaba Group Holding Ltd	Consumer Cyclical	5%
BRK-B Berkshire Hathaway Inc.	Financial Services	30%
CRWD CrowdStrike Holdings, Inc.	Technology	5%
FXI iShares China Large-Cap ETF	China Equities	10%
NVDA NVIDIA Corporation	Technology	10%
QQQ Invesco QQQ	Large Cap Blend Equities	10%
SCHD Schwab US Dividend Equity ETF	Large Cap Growth Equities, Dividend	20%
VGT Vanguard Information Technology ETF	Technology Equities	5%

Benchmark

S&P 500

Rebalance

Performance

Performance Chart

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The earliest data available for this chart is Nov 26, 2019, corresponding to the inception date of 9988.HK

Returns By Period

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	-0.67%	10.48%	-1.79%	10.08%	14.60%	10.64%
BRK 25%	10.18%	7.92%	6.93%	24.48%	24.33%	N/A
Portfolio components:
BRK-B Berkshire Hathaway Inc.	11.09%	-3.31%	6.67%	21.64%	23.55%	13.29%
QQQ Invesco QQQ	0.69%	15.64%	2.10%	13.48%	18.22%	17.53%
VGT Vanguard Information Technology ETF	-3.03%	19.52%	-2.52%	12.13%	19.49%	19.66%
FXI iShares China Large-Cap ETF	17.97%	7.32%	20.09%	29.66%	1.38%	-1.14%
SCHD Schwab US Dividend Equity ETF	-4.12%	2.04%	-8.77%	2.11%	12.83%	10.39%
NVDA NVIDIA Corporation	-1.08%	34.32%	-9.42%	39.93%	71.34%	74.59%
CRWD CrowdStrike Holdings, Inc.	29.78%	20.52%	24.20%	28.56%	40.12%	N/A
9988.HK Alibaba Group Holding Ltd	42.75%	7.35%	40.35%	45.01%	-9.36%	N/A
0700.HK Tencent Holdings Ltd	24.07%	12.20%	27.13%	35.22%	7.05%	14.07%

*Annualized

Monthly Returns

The table below presents the monthly returns of BRK 25%, 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	1.94%	7.63%	-1.33%	-1.31%	3.13%								10.18%
2024	3.98%	8.17%	4.37%	-2.58%	6.45%	2.79%	1.07%	5.03%	4.17%	-0.76%	4.22%	-3.12%	38.65%
2023	9.10%	-1.14%	7.06%	-0.72%	3.47%	5.66%	6.46%	-1.14%	-4.44%	-3.15%	8.04%	2.47%	35.14%
2022	-2.11%	-1.77%	5.16%	-9.92%	-1.14%	-7.05%	5.60%	-5.11%	-10.01%	3.04%	11.75%	-3.46%	-16.11%
2021	1.32%	2.88%	1.74%	5.72%	2.98%	2.98%	-2.42%	3.47%	-5.69%	8.05%	-0.98%	1.73%	23.23%
2020	-0.02%	-3.60%	-8.50%	8.72%	5.37%	3.19%	8.46%	10.73%	-2.08%	-1.62%	9.81%	3.02%	36.46%
2019											0.38%	3.80%	4.20%

Expense Ratio

BRK 25% has an expense ratio of 0.11%, 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.

FXI

iShares China Large-Cap ETF

QQQ

Invesco QQQ

VGT

Vanguard Information Technology ETF

SCHD

Schwab US Dividend Equity ETF

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 89, BRK 25% is among the top 11% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
BRK-B Berkshire Hathaway Inc.	1.08	1.69	1.25	2.64	6.38
QQQ Invesco QQQ	0.52	0.97	1.14	0.64	2.07
VGT Vanguard Information Technology ETF	0.40	0.81	1.11	0.48	1.56
FXI iShares China Large-Cap ETF	0.84	1.59	1.21	0.68	3.33
SCHD Schwab US Dividend Equity ETF	0.13	0.53	1.07	0.30	0.93
NVDA NVIDIA Corporation	0.66	0.87	1.11	0.55	1.34
CRWD CrowdStrike Holdings, Inc.	0.53	1.36	1.18	0.91	2.06
9988.HK Alibaba Group Holding Ltd	0.94	1.85	1.25	0.76	3.60
0700.HK Tencent Holdings Ltd	1.01	1.75	1.24	0.85	3.85

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

BRK 25% Sharpe ratios as of May 23, 2025 (values are recalculated daily):

1-Year: 1.29
5-Year: 1.31
All Time: 1.04

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.47 to 0.99, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of BRK 25% compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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Dividends

Dividend yield

BRK 25% provided a 1.12% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	1.12%	1.09%	1.26%	1.13%	0.81%	0.97%	1.04%	1.10%	0.93%	1.08%	1.18%	1.15%
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%
QQQ Invesco QQQ	0.58%	0.56%	0.62%	0.80%	0.43%	0.55%	0.74%	0.91%	0.84%	1.06%	0.99%	1.41%
VGT Vanguard Information Technology ETF	0.53%	0.60%	0.65%	0.91%	0.64%	0.82%	1.11%	1.29%	0.99%	1.31%	1.28%	1.12%
FXI iShares China Large-Cap ETF	1.49%	1.76%	3.17%	2.61%	1.60%	2.19%	2.74%	2.69%	2.31%	2.69%	2.90%	2.51%
SCHD Schwab US Dividend Equity ETF	4.01%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%	2.63%
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%	1.70%
CRWD CrowdStrike Holdings, 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%
9988.HK Alibaba Group Holding Ltd	0.82%	1.18%	1.29%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
0700.HK Tencent Holdings Ltd	0.87%	0.82%	1.63%	0.98%	0.35%	0.21%	0.27%	0.29%	0.15%	0.25%	0.24%	0.21%

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 BRK 25%. 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 BRK 25% was 28.24%, occurring on Oct 12, 2022. Recovery took 169 trading sessions.

The current BRK 25% drawdown is 1.50%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-28.24%	Mar 30, 2022	140	Oct 12, 2022	169	Jun 9, 2023	309
-27.82%	Feb 20, 2020	23	Mar 23, 2020	74	Jul 6, 2020	97
-13.74%	Mar 20, 2025	14	Apr 8, 2025	25	May 14, 2025	39
-12.15%	Jan 13, 2022	43	Mar 14, 2022	11	Mar 29, 2022	54
-9.72%	Aug 1, 2023	64	Oct 27, 2023	33	Dec 13, 2023	97

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 9 assets, with an effective number of assets of 5.88, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	^GSPC	9988.HK	0700.HK	CRWD	BRK-B	FXI	SCHD	NVDA	QQQ	VGT	Portfolio
^GSPC	1.00	0.12	0.14	0.49	0.65	0.45	0.78	0.69	0.92	0.91	0.88
9988.HK	0.12	1.00	0.72	0.09	0.07	0.41	0.09	0.08	0.13	0.12	0.36
0700.HK	0.14	0.72	1.00	0.12	0.05	0.52	0.08	0.12	0.16	0.16	0.38
CRWD	0.49	0.09	0.12	1.00	0.17	0.26	0.20	0.53	0.59	0.60	0.55
BRK-B	0.65	0.07	0.05	0.17	1.00	0.28	0.75	0.27	0.44	0.43	0.65
FXI	0.45	0.41	0.52	0.26	0.28	1.00	0.36	0.35	0.45	0.43	0.62
SCHD	0.78	0.09	0.08	0.20	0.75	0.36	1.00	0.34	0.55	0.56	0.69
NVDA	0.69	0.08	0.12	0.53	0.27	0.35	0.34	1.00	0.80	0.82	0.74
QQQ	0.92	0.13	0.16	0.59	0.44	0.45	0.55	0.80	1.00	0.97	0.84
VGT	0.91	0.12	0.16	0.60	0.43	0.43	0.56	0.82	0.97	1.00	0.85
Portfolio	0.88	0.36	0.38	0.55	0.65	0.62	0.69	0.74	0.84	0.85	1.00

The correlation results are calculated based on daily price changes starting from Nov 27, 2019

Performance Analysis

Risk Analysis

Optimization

Factor Model

BRK 25%

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

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