FirstPortfolio
Demo portfolio
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in FirstPortfolio, 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 Oct 17, 2013, corresponding to the inception date of SHYG
Returns By Period
As of Apr 19, 2025, the FirstPortfolio returned 4.86% Year-To-Date and 9.09% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.92% | -9.92% | 5.42% | 12.98% | 9.70% |
| FirstPortfolio | 4.86% | -2.10% | 3.70% | 16.52% | 13.34% | 9.09% |
| Portfolio components: | ||||||
BRK-B Berkshire Hathaway Inc. | 14.32% | -1.34% | 11.49% | 29.59% | 22.13% | 13.93% |
FLOT iShares Floating Rate Bond ETF | 0.95% | -0.04% | 2.19% | 5.13% | 3.61% | 2.50% |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | 0.28% | -1.64% | 0.30% | 8.76% | 4.52% | 3.74% |
JNK SPDR Barclays High Yield Bond ETF | -0.19% | -1.81% | -0.23% | 7.93% | 4.57% | 3.48% |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | -0.02% | -1.57% | 0.41% | 7.59% | 5.70% | 4.14% |
SJNK SPDR Bloomberg Barclays Short Term High Yield Bond ETF | -0.26% | -1.75% | 0.26% | 7.63% | 6.42% | 4.28% |
SPFF Global X SuperIncome Preferred ETF | -6.22% | -6.06% | -9.62% | 1.89% | 2.27% | 1.19% |
SPLG SPDR Portfolio S&P 500 ETF | -9.89% | -6.86% | -9.34% | 6.79% | 14.72% | 11.57% |
TIP iShares TIPS Bond ETF | 2.98% | -0.36% | 0.75% | 6.48% | 1.49% | 2.12% |
Monthly Returns
The table below presents the monthly returns of FirstPortfolio, 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 | 2.34% | 4.39% | 0.54% | -2.37% | 4.86% | ||||||||
| 2024 | 3.61% | 3.59% | 1.97% | -3.43% | 3.12% | -0.08% | 4.27% | 4.58% | -0.52% | -1.36% | 4.34% | -3.35% | 17.50% |
| 2023 | 2.67% | -1.75% | 1.53% | 2.96% | -1.40% | 4.04% | 2.18% | 0.84% | -2.29% | -1.82% | 5.26% | 1.43% | 14.14% |
| 2022 | 0.41% | 0.64% | 4.37% | -6.00% | -0.46% | -8.98% | 7.72% | -4.68% | -4.77% | 6.43% | 5.39% | -2.70% | -4.14% |
| 2021 | -0.91% | 2.61% | 3.68% | 4.15% | 2.48% | -1.04% | 0.56% | 1.65% | -2.58% | 3.02% | -1.98% | 4.67% | 17.20% |
| 2020 | -0.28% | -4.80% | -10.29% | 4.69% | 1.27% | -1.24% | 6.62% | 5.91% | -1.80% | -2.37% | 8.16% | 1.77% | 6.26% |
| 2019 | 3.07% | 0.01% | 0.66% | 4.13% | -5.03% | 5.12% | -1.22% | -0.31% | 1.24% | 1.17% | 2.12% | 2.23% | 13.59% |
| 2018 | 4.06% | -2.18% | -1.84% | -0.98% | -0.10% | -0.83% | 3.41% | 3.08% | 1.33% | -3.32% | 2.67% | -4.46% | 0.39% |
| 2017 | 0.96% | 2.80% | -1.17% | 0.04% | 0.47% | 1.12% | 1.96% | 1.59% | 0.92% | 1.14% | 1.62% | 1.49% | 13.69% |
| 2016 | -1.98% | 2.14% | 4.18% | 2.13% | -1.01% | 2.03% | 0.87% | 2.38% | -1.27% | -0.58% | 4.24% | 2.36% | 16.37% |
| 2015 | -1.64% | 2.36% | -1.26% | -0.49% | 0.72% | -2.83% | 2.03% | -3.98% | -2.57% | 3.88% | -1.36% | -1.64% | -6.85% |
| 2014 | -2.47% | 2.71% | 3.29% | 1.55% | 0.55% | -0.05% | -1.19% | 5.06% | -0.66% | 1.20% | 2.57% | 0.02% | 13.07% |
Expense Ratio
FirstPortfolio has an expense ratio of 0.17%, 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
With an overall rank of 95, FirstPortfolio is among the top 5% 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.
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 |
FLOT iShares Floating Rate Bond ETF | 2.46 | 3.08 | 2.22 | 3.33 | 26.33 |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | 1.59 | 2.35 | 1.34 | 1.97 | 11.00 |
JNK SPDR Barclays High Yield Bond ETF | 1.43 | 2.08 | 1.30 | 1.63 | 8.97 |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 1.51 | 2.22 | 1.35 | 1.73 | 10.17 |
SJNK SPDR Bloomberg Barclays Short Term High Yield Bond ETF | 1.52 | 2.19 | 1.35 | 1.66 | 9.68 |
SPFF Global X SuperIncome Preferred ETF | 0.18 | 0.32 | 1.04 | 0.14 | 0.57 |
SPLG SPDR Portfolio S&P 500 ETF | 0.32 | 0.57 | 1.08 | 0.32 | 1.42 |
TIP iShares TIPS Bond ETF | 1.46 | 2.03 | 1.26 | 0.61 | 4.38 |
Dividends
Dividend yield
FirstPortfolio provided a 3.01% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 3.01% | 2.91% | 2.85% | 2.84% | 2.08% | 2.16% | 2.36% | 2.66% | 2.41% | 2.43% | 2.43% | 2.32% |
| 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% |
FLOT iShares Floating Rate Bond ETF | 5.53% | 5.82% | 5.66% | 2.06% | 0.43% | 1.25% | 2.78% | 2.41% | 1.45% | 0.97% | 0.53% | 0.44% |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | 5.95% | 6.01% | 5.74% | 5.30% | 4.02% | 4.88% | 4.99% | 5.54% | 5.12% | 5.27% | 5.90% | 5.69% |
JNK SPDR Barclays High Yield Bond ETF | 6.78% | 6.63% | 6.38% | 6.06% | 4.27% | 5.11% | 5.44% | 5.90% | 5.60% | 6.06% | 6.59% | 5.99% |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 7.19% | 6.93% | 6.54% | 5.57% | 4.83% | 5.07% | 5.33% | 5.90% | 5.49% | 5.53% | 5.17% | 4.33% |
SJNK SPDR Bloomberg Barclays Short Term High Yield Bond ETF | 7.59% | 7.47% | 7.20% | 5.85% | 4.21% | 5.34% | 5.64% | 5.69% | 5.64% | 5.65% | 5.81% | 5.46% |
SPFF Global X SuperIncome Preferred ETF | 6.98% | 6.39% | 6.64% | 7.15% | 5.78% | 5.75% | 5.94% | 7.60% | 7.24% | 7.04% | 7.50% | 6.78% |
SPLG SPDR Portfolio S&P 500 ETF | 1.45% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
TIP iShares TIPS Bond ETF | 3.05% | 2.52% | 2.73% | 6.96% | 4.28% | 1.17% | 1.75% | 2.71% | 2.07% | 1.48% | 0.34% | 1.67% |
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 FirstPortfolio. 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 FirstPortfolio was 24.54%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current FirstPortfolio drawdown is 3.02%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.54% | Feb 20, 2020 | 23 | Mar 23, 2020 | 114 | Sep 2, 2020 | 137 |
| -17.65% | Mar 31, 2022 | 135 | Oct 12, 2022 | 204 | Aug 7, 2023 | 339 |
| -12.86% | May 11, 2015 | 192 | Feb 11, 2016 | 104 | Jul 12, 2016 | 296 |
| -10.97% | Sep 21, 2018 | 65 | Dec 24, 2018 | 84 | Apr 26, 2019 | 149 |
| -7.22% | Jan 29, 2018 | 9 | Feb 8, 2018 | 140 | Aug 29, 2018 | 149 |
Volatility
Volatility Chart
The current FirstPortfolio volatility is 7.23%, 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
| FLOT | TIP | BRK-B | SPFF | SPLG | SHYG | SJNK | JNK | HYG | |
|---|---|---|---|---|---|---|---|---|---|
| FLOT | 1.00 | 0.04 | 0.10 | 0.13 | 0.13 | 0.16 | 0.15 | 0.15 | 0.14 |
| TIP | 0.04 | 1.00 | -0.10 | 0.22 | -0.00 | 0.16 | 0.16 | 0.18 | 0.19 |
| BRK-B | 0.10 | -0.10 | 1.00 | 0.32 | 0.65 | 0.48 | 0.48 | 0.49 | 0.50 |
| SPFF | 0.13 | 0.22 | 0.32 | 1.00 | 0.46 | 0.51 | 0.52 | 0.54 | 0.54 |
| SPLG | 0.13 | -0.00 | 0.65 | 0.46 | 1.00 | 0.67 | 0.66 | 0.68 | 0.69 |
| SHYG | 0.16 | 0.16 | 0.48 | 0.51 | 0.67 | 1.00 | 0.90 | 0.90 | 0.90 |
| SJNK | 0.15 | 0.16 | 0.48 | 0.52 | 0.66 | 0.90 | 1.00 | 0.93 | 0.92 |
| JNK | 0.15 | 0.18 | 0.49 | 0.54 | 0.68 | 0.90 | 0.93 | 1.00 | 0.97 |
| HYG | 0.14 | 0.19 | 0.50 | 0.54 | 0.69 | 0.90 | 0.92 | 0.97 | 1.00 |