an oversimplified but good portfolio
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BRK-A Berkshire Hathaway Inc | Financial Services | 25% |
BTC-USD Bitcoin | 50% | |
NVDA NVIDIA Corporation | Technology | 25% |
Performance
Performance Chart
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The earliest data available for this chart is Jul 14, 2010, corresponding to the inception date of BTC-USD
Returns By Period
As of May 18, 2025, the an oversimplified but good portfolio returned 10.49% Year-To-Date and 78.37% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.30% | 12.79% | 1.49% | 12.35% | 15.12% | 10.89% |
| an oversimplified but good portfolio | 10.49% | 18.89% | 10.12% | 50.50% | 66.87% | 78.37% |
| Portfolio components: | ||||||
BTC-USD Bitcoin | 10.77% | 21.90% | 14.28% | 54.34% | 60.51% | 83.92% |
BRK-A Berkshire Hathaway Inc | 13.18% | -1.05% | 9.16% | 22.45% | 24.01% | 13.38% |
NVDA NVIDIA Corporation | 0.84% | 33.41% | -4.62% | 46.45% | 73.13% | 74.80% |
Monthly Returns
The table below presents the monthly returns of an oversimplified but good portfolio, 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 | 3.06% | -6.00% | -3.33% | 7.26% | 9.99% | 10.49% | |||||||
| 2024 | 8.06% | 30.25% | 13.08% | -10.03% | 13.67% | 0.01% | 2.16% | -1.81% | 2.98% | 7.17% | 21.64% | -3.74% | 111.02% |
| 2023 | 28.55% | 4.53% | 17.80% | 3.36% | 4.53% | 10.29% | 1.50% | -3.17% | -2.63% | 12.09% | 9.29% | 8.04% | 138.88% |
| 2022 | -11.53% | 6.02% | 8.44% | -18.72% | -8.39% | -26.15% | 16.52% | -13.04% | -7.21% | 7.91% | 0.64% | -6.53% | -46.62% |
| 2021 | 6.72% | 22.15% | 19.22% | 3.93% | -12.84% | 4.22% | 8.66% | 11.16% | -6.79% | 27.58% | 1.92% | -11.14% | 90.87% |
| 2020 | 14.69% | -3.06% | -16.44% | 20.91% | 9.84% | -0.87% | 17.28% | 10.70% | -4.03% | 10.48% | 28.65% | 29.84% | 181.26% |
| 2019 | -1.33% | 6.53% | 7.61% | 17.35% | 26.09% | 25.47% | -3.29% | -2.71% | -4.22% | 9.93% | -6.11% | 0.87% | 97.02% |
| 2018 | -5.99% | -0.91% | -15.73% | 14.93% | -8.65% | -9.40% | 13.44% | -0.79% | -2.54% | -9.52% | -22.28% | -9.22% | -47.71% |
| 2017 | 1.11% | 10.14% | -4.19% | 11.96% | 48.18% | 6.37% | 11.79% | 34.54% | -3.90% | 29.40% | 34.35% | 23.63% | 484.93% |
| 2016 | -10.44% | 12.01% | 2.13% | 4.38% | 16.34% | 14.49% | 1.44% | -0.35% | 5.09% | 8.38% | 12.83% | 19.63% | 121.37% |
| 2015 | -18.51% | 12.30% | -3.65% | -0.63% | -1.03% | 3.19% | 5.06% | -8.24% | 2.87% | 21.41% | 13.51% | 8.47% | 32.64% |
| 2014 | 3.34% | -13.20% | -5.64% | 0.57% | 19.71% | 0.34% | -5.90% | -4.02% | -9.02% | -4.56% | 9.22% | -7.86% | -19.31% |
Expense Ratio
an oversimplified but good portfolio has an expense ratio of 0.00%, meaning no management fees are charged. 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 93, an oversimplified but good portfolio is among the top 7% 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 | |
|---|---|---|---|---|---|
BTC-USD Bitcoin | 1.17 | 3.53 | 1.38 | 3.14 | 14.04 |
BRK-A Berkshire Hathaway Inc | 1.17 | 1.26 | 1.18 | 0.52 | 5.19 |
NVDA NVIDIA Corporation | 0.73 | 1.42 | 1.19 | 0.51 | 3.16 |
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Dividends
Dividend yield
an oversimplified but good portfolio provided a 0.01% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.01% | 0.00% | 0.01% | 0.03% | 0.01% | 0.03% | 0.07% | 0.11% | 0.07% | 0.11% | 0.30% | 0.42% |
| Portfolio components: | ||||||||||||
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% |
BRK-A 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% |
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% |
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 an oversimplified but good portfolio. 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 an oversimplified but good portfolio was 75.29%, occurring on Nov 18, 2011. Recovery took 460 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.29% | Jun 10, 2011 | 162 | Nov 18, 2011 | 460 | Feb 20, 2013 | 622 |
| -61.97% | Dec 17, 2017 | 364 | Dec 15, 2018 | 426 | Feb 14, 2020 | 790 |
| -58.68% | Nov 9, 2021 | 366 | Nov 9, 2022 | 390 | Dec 4, 2023 | 756 |
| -57.06% | Dec 5, 2013 | 406 | Jan 14, 2015 | 515 | Jun 12, 2016 | 921 |
| -49.54% | Apr 11, 2013 | 6 | Apr 16, 2013 | 202 | Nov 4, 2013 | 208 |
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 3 assets, with an effective number of assets of 2.67, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | BTC-USD | BRK-A | NVDA | Portfolio | |
|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.13 | 0.69 | 0.61 | 0.38 |
| BTC-USD | 0.13 | 1.00 | 0.04 | 0.10 | 0.92 |
| BRK-A | 0.69 | 0.04 | 1.00 | 0.28 | 0.20 |
| NVDA | 0.61 | 0.10 | 0.28 | 1.00 | 0.38 |
| Portfolio | 0.38 | 0.92 | 0.20 | 0.38 | 1.00 |