HORSEMEN SIMPLIFIED(?)
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
QQQ Invesco QQQ | Large Cap Blend Equities | 25% |
SMH VanEck Vectors Semiconductor ETF | Technology Equities | 25% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 25% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 25% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in HORSEMEN SIMPLIFIED(?), 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.
The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of Apr 21, 2025, the HORSEMEN SIMPLIFIED(?) returned -13.48% Year-To-Date and 15.44% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -12.30% | -8.99% | -11.89% | 3.84% | 13.06% | 9.34% |
| HORSEMEN SIMPLIFIED(?) | -18.13% | -12.92% | -18.96% | -0.26% | 19.25% | 16.45% |
| Portfolio components: | ||||||
QQQ Invesco QQQ | -15.15% | -9.79% | -12.31% | 5.09% | 16.27% | 15.58% |
VOO Vanguard S&P 500 ETF | -12.03% | -8.89% | -11.37% | 5.19% | 14.80% | 11.29% |
SMH VanEck Vectors Semiconductor ETF | -22.44% | -16.43% | -25.38% | -5.29% | 24.50% | 22.39% |
VTI Vanguard Total Stock Market ETF | -12.53% | -9.10% | -11.69% | 4.39% | 14.36% | 10.59% |
Monthly Returns
The table below presents the monthly returns of HORSEMEN SIMPLIFIED(?), 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% | -3.29% | -7.88% | -9.50% | -18.13% | ||||||||
| 2024 | 3.85% | 9.59% | 4.29% | -4.57% | 9.05% | 6.75% | -2.88% | 0.04% | 1.55% | -1.21% | 2.91% | -0.36% | 31.78% |
| 2023 | 11.95% | -0.42% | 7.77% | -2.27% | 9.54% | 6.01% | 4.52% | -2.16% | -5.99% | -3.14% | 12.53% | 7.31% | 53.33% |
| 2022 | -8.80% | -3.14% | 2.51% | -12.73% | 2.34% | -12.18% | 13.13% | -6.67% | -11.46% | 4.61% | 11.42% | -8.36% | -29.06% |
| 2021 | 1.47% | 3.61% | 2.13% | 2.96% | 0.95% | 4.63% | 1.52% | 3.26% | -5.22% | 7.09% | 5.14% | 2.31% | 33.66% |
| 2020 | -0.29% | -6.02% | -10.86% | 13.98% | 5.64% | 5.67% | 7.42% | 7.52% | -3.06% | -1.40% | 14.55% | 4.92% | 41.01% |
| 2019 | 9.27% | 4.53% | 2.70% | 6.28% | -10.20% | 8.94% | 3.38% | -2.02% | 2.44% | 4.52% | 4.01% | 5.08% | 44.54% |
| 2018 | 7.50% | -1.76% | -2.66% | -2.24% | 6.10% | -0.97% | 3.16% | 3.82% | -0.73% | -9.27% | 1.87% | -8.59% | -5.16% |
| 2017 | 3.34% | 3.54% | 2.00% | 1.11% | 4.15% | -1.96% | 3.49% | 1.72% | 2.67% | 5.21% | 1.16% | 0.25% | 29.93% |
| 2016 | -6.15% | -0.06% | 7.61% | -2.03% | 4.37% | -0.41% | 6.96% | 1.68% | 2.20% | -1.77% | 3.16% | 1.67% | 17.71% |
| 2015 | -2.82% | 6.77% | -2.09% | 0.94% | 3.47% | -4.13% | 0.75% | -5.99% | -1.62% | 9.18% | 1.23% | -1.99% | 2.68% |
| 2014 | -2.88% | 5.19% | 0.86% | -0.49% | 3.20% | 3.80% | -0.91% | 4.86% | -1.31% | 2.03% | 4.68% | -0.82% | 19.32% |
Expense Ratio
HORSEMEN SIMPLIFIED(?) has an expense ratio of 0.15%, 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 HORSEMEN SIMPLIFIED(?) is 13, meaning it’s performing worse than 87% of other portfolios on our website when it comes to balancing risk and reward. Below is 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 | |
|---|---|---|---|---|---|
QQQ Invesco QQQ | 0.09 | 0.31 | 1.04 | 0.10 | 0.37 |
VOO Vanguard S&P 500 ETF | 0.22 | 0.43 | 1.06 | 0.22 | 0.94 |
SMH VanEck Vectors Semiconductor ETF | -0.26 | -0.09 | 0.99 | -0.31 | -0.79 |
VTI Vanguard Total Stock Market ETF | 0.17 | 0.38 | 1.06 | 0.17 | 0.74 |
Dividends
Dividend yield
HORSEMEN SIMPLIFIED(?) 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% | 0.88% | 1.03% | 1.34% | 0.85% | 1.05% | 1.48% | 1.72% | 1.44% | 1.45% | 1.80% | 1.54% |
| Portfolio components: | ||||||||||||
QQQ Invesco QQQ | 0.69% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
VOO Vanguard S&P 500 ETF | 1.48% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
SMH VanEck Vectors Semiconductor ETF | 0.57% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% | 1.16% |
VTI Vanguard Total Stock Market ETF | 1.48% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
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 HORSEMEN SIMPLIFIED(?). 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 HORSEMEN SIMPLIFIED(?) was 36.83%, occurring on Oct 14, 2022. Recovery took 276 trading sessions.
The current HORSEMEN SIMPLIFIED(?) drawdown is 18.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.83% | Dec 28, 2021 | 202 | Oct 14, 2022 | 276 | Nov 20, 2023 | 478 |
| -31.73% | Feb 20, 2020 | 22 | Mar 20, 2020 | 73 | Jul 6, 2020 | 95 |
| -26.64% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -22.14% | Aug 30, 2018 | 80 | Dec 24, 2018 | 68 | Apr 3, 2019 | 148 |
| -18.99% | May 2, 2011 | 108 | Oct 3, 2011 | 74 | Jan 19, 2012 | 182 |
Volatility
Volatility Chart
The current HORSEMEN SIMPLIFIED(?) volatility is 18.83%, 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
| SMH | QQQ | VTI | VOO | |
|---|---|---|---|---|
| SMH | 1.00 | 0.83 | 0.77 | 0.77 |
| QQQ | 0.83 | 1.00 | 0.89 | 0.90 |
| VTI | 0.77 | 0.89 | 1.00 | 0.99 |
| VOO | 0.77 | 0.90 | 0.99 | 1.00 |