IMPORTANTE SCHD, SPY, QQQ, GLD, BTC
Mezclo 3 Etf portafolio de Investing Simplified con GLD y BTC de Jon CIC
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BTC-USD Bitcoin | 20% | |
GLD SPDR Gold Trust | Precious Metals, Gold | 20% |
QQQ Invesco QQQ | Large Cap Blend Equities | 20% |
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 20% |
SPY SPDR S&P 500 ETF | Large Cap Growth Equities | 20% |
Performance
Performance Chart
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The earliest data available for this chart is Oct 20, 2011, corresponding to the inception date of SCHD
Returns By Period
As of May 23, 2025, the IMPORTANTE SCHD, SPY, QQQ, GLD, BTC returned 7.84% Year-To-Date and 38.43% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -1.34% | 7.94% | -2.79% | 10.16% | 14.45% | 10.68% |
| IMPORTANTE SCHD, SPY, QQQ, GLD, BTC | 8.44% | 8.33% | 4.74% | 28.47% | 31.44% | 38.64% |
| Portfolio components: | ||||||
SCHD Schwab US Dividend Equity ETF | -4.38% | 1.85% | -10.16% | 3.43% | 12.77% | 10.46% |
SPY SPDR S&P 500 ETF | -0.89% | 8.16% | -2.13% | 11.51% | 16.09% | 12.57% |
QQQ Invesco QQQ | -0.24% | 12.03% | 0.99% | 12.94% | 18.00% | 17.56% |
GLD SPDR Gold Trust | 27.93% | 2.01% | 23.98% | 43.59% | 13.67% | 10.52% |
BTC-USD Bitcoin | 19.53% | 19.18% | 12.80% | 64.40% | 66.26% | 85.05% |
Monthly Returns
The table below presents the monthly returns of IMPORTANTE SCHD, SPY, QQQ, GLD, BTC, 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 | 4.64% | -3.62% | -1.18% | 2.32% | 6.34% | 8.44% | |||||||
| 2024 | 0.58% | 11.35% | 7.54% | -6.00% | 5.63% | -0.08% | 2.76% | -0.70% | 3.78% | 3.14% | 11.78% | -2.75% | 41.88% |
| 2023 | 12.90% | -2.14% | 9.66% | 1.19% | -1.26% | 6.20% | 1.27% | -4.13% | -2.55% | 7.39% | 7.86% | 6.89% | 50.61% |
| 2022 | -7.02% | 1.58% | 3.54% | -8.93% | -3.00% | -11.36% | 6.46% | -4.92% | -6.84% | 5.27% | 4.07% | -3.47% | -23.64% |
| 2021 | 1.86% | 8.65% | 11.25% | 2.16% | -9.56% | -1.24% | 5.68% | 5.05% | -5.10% | 14.23% | -2.46% | -2.58% | 28.49% |
| 2020 | 7.07% | -6.42% | -11.80% | 16.22% | 5.52% | 1.24% | 11.27% | 4.97% | -5.03% | 5.62% | 17.45% | 20.04% | 81.25% |
| 2019 | 3.76% | 4.01% | 2.42% | 8.39% | 9.77% | 13.76% | -1.65% | -1.22% | -4.24% | 5.19% | -4.47% | 1.01% | 41.28% |
| 2018 | -1.61% | -2.38% | -7.22% | 3.63% | -1.00% | -2.04% | 4.34% | 0.96% | -0.45% | -5.15% | -2.75% | -6.03% | -18.58% |
| 2017 | 2.51% | 7.25% | -1.68% | 6.46% | 18.29% | 2.30% | 7.50% | 26.39% | -3.90% | 25.62% | 35.27% | 20.95% | 273.73% |
| 2016 | -4.64% | 5.67% | 2.56% | 2.03% | 3.67% | 8.22% | 0.80% | -2.50% | 1.97% | 2.14% | 1.38% | 8.95% | 33.75% |
| 2015 | -6.53% | 4.92% | -2.42% | 0.19% | 0.58% | 0.22% | 1.69% | -6.72% | -1.12% | 12.03% | 3.01% | 2.28% | 7.00% |
| 2014 | 0.71% | -3.44% | -3.22% | 0.32% | 5.97% | 3.11% | -2.53% | -0.13% | -4.22% | -0.37% | 3.42% | -1.64% | -2.53% |
Expense Ratio
IMPORTANTE SCHD, SPY, QQQ, GLD, BTC 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
With an overall rank of 88, IMPORTANTE SCHD, SPY, QQQ, GLD, BTC is among the top 12% 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 | |
|---|---|---|---|---|---|
SCHD Schwab US Dividend Equity ETF | 0.21 | -0.36 | 0.95 | 0.09 | -0.99 |
SPY SPDR S&P 500 ETF | 0.57 | 0.55 | 1.08 | 0.05 | 1.04 |
QQQ Invesco QQQ | 0.51 | 0.79 | 1.11 | 0.11 | 1.52 |
GLD SPDR Gold Trust | 2.45 | 3.27 | 1.42 | 2.13 | 13.40 |
BTC-USD Bitcoin | 1.30 | 3.34 | 1.35 | 2.78 | 12.75 |
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Dividends
Dividend yield
IMPORTANTE SCHD, SPY, QQQ, GLD, BTC provided a 1.17% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.17% | 1.08% | 1.10% | 1.17% | 0.88% | 1.05% | 1.09% | 1.20% | 1.05% | 1.20% | 1.20% | 1.18% |
| Portfolio components: | ||||||||||||
SCHD Schwab US Dividend Equity ETF | 4.02% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
SPY SPDR S&P 500 ETF | 1.24% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
QQQ Invesco QQQ | 0.59% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
GLD SPDR 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% |
BTC-USD Bitcoin | 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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the IMPORTANTE SCHD, SPY, QQQ, GLD, BTC. 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 IMPORTANTE SCHD, SPY, QQQ, GLD, BTC was 56.46%, occurring on Apr 16, 2013. Recovery took 202 trading sessions.
The current IMPORTANTE SCHD, SPY, QQQ, GLD, BTC drawdown is 0.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.46% | Apr 11, 2013 | 6 | Apr 16, 2013 | 202 | Nov 4, 2013 | 208 |
| -51.72% | Dec 5, 2013 | 14 | Dec 18, 2013 | 1156 | Feb 16, 2017 | 1170 |
| -41.88% | Dec 17, 2017 | 374 | Dec 25, 2018 | 580 | Jul 27, 2020 | 954 |
| -34.76% | Nov 9, 2021 | 341 | Oct 15, 2022 | 414 | Dec 3, 2023 | 755 |
| -18.42% | Sep 2, 2017 | 13 | Sep 14, 2017 | 27 | Oct 11, 2017 | 40 |
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 5 assets, with an effective number of assets of 5.00, 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
| ^GSPC | GLD | BTC-USD | SCHD | QQQ | SPY | Portfolio | |
|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.03 | 0.14 | 0.85 | 0.90 | 1.00 | 0.55 |
| GLD | 0.03 | 1.00 | 0.06 | 0.03 | 0.03 | 0.03 | 0.17 |
| BTC-USD | 0.14 | 0.06 | 1.00 | 0.08 | 0.12 | 0.12 | 0.84 |
| SCHD | 0.85 | 0.03 | 0.08 | 1.00 | 0.60 | 0.80 | 0.40 |
| QQQ | 0.90 | 0.03 | 0.12 | 0.60 | 1.00 | 0.85 | 0.46 |
| SPY | 1.00 | 0.03 | 0.12 | 0.80 | 0.85 | 1.00 | 0.48 |
| Portfolio | 0.55 | 0.17 | 0.84 | 0.40 | 0.46 | 0.48 | 1.00 |