Starting
Asset Allocation
Position | Category/Sector | Weight |
---|---|---|
Vanguard Total Bond Market ETF | Total Bond Market | 33.33% |
Berkshire Hathaway Inc. | Financial Services | 33.33% |
Vanguard S&P 500 ETF | Large Cap Growth Equities | 33.33% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Starting, 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 Quarterly
The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of Sep 21, 2024, the Starting returned 17.72% Year-To-Date and 9.62% of annualized return in the last 10 years.
Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
---|---|---|---|---|---|---|
S&P 500 | 19.55% | 1.45% | 8.95% | 31.70% | 13.79% | 11.17% |
Starting | 17.72% | 1.57% | 8.78% | 23.49% | 11.50% | 9.62% |
Portfolio components: | ||||||
Vanguard S&P 500 ETF | 20.75% | 1.67% | 9.72% | 33.60% | 15.64% | 13.20% |
Berkshire Hathaway Inc. | 27.66% | 1.95% | 10.62% | 25.33% | 16.98% | 12.64% |
Vanguard Total Bond Market ETF | 4.86% | 1.08% | 5.70% | 11.16% | 0.38% | 1.83% |
Monthly Returns
The table below presents the monthly returns of Starting, 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 3.01% | 3.60% | 2.31% | -4.03% | 3.71% | 0.88% | 3.77% | 4.21% | 17.72% | ||||
2023 | 3.48% | -2.40% | 2.54% | 2.87% | -1.00% | 4.21% | 2.14% | 0.03% | -3.29% | -2.08% | 6.39% | 2.45% | 15.88% |
2022 | -0.87% | -0.38% | 3.86% | -7.08% | -0.32% | -7.68% | 7.21% | -4.54% | -6.13% | 5.80% | 5.79% | -3.27% | -8.78% |
2021 | -1.20% | 2.26% | 3.29% | 4.58% | 2.07% | -0.36% | 1.25% | 1.82% | -3.41% | 4.07% | -1.39% | 4.06% | 18.01% |
2020 | 0.34% | -4.79% | -8.13% | 5.99% | 1.58% | -0.35% | 5.68% | 5.98% | -2.19% | -2.77% | 8.45% | 1.71% | 10.62% |
2019 | 3.24% | 0.43% | 1.24% | 3.96% | -4.62% | 5.36% | -0.67% | 0.05% | 1.19% | 1.56% | 2.42% | 1.93% | 16.93% |
2018 | 4.15% | -2.74% | -1.88% | -1.13% | 0.67% | -0.58% | 3.18% | 3.17% | 0.95% | -3.94% | 2.92% | -4.39% | -0.09% |
2017 | 0.89% | 2.98% | -0.90% | 0.32% | 0.72% | 1.04% | 1.92% | 1.57% | 0.93% | 1.43% | 2.08% | 1.54% | 15.48% |
2016 | -1.80% | 1.36% | 4.43% | 1.09% | -0.57% | 1.78% | 1.31% | 1.36% | -1.32% | -0.95% | 3.45% | 2.05% | 12.69% |
2015 | -1.52% | 2.16% | -1.04% | -0.49% | 0.67% | -2.62% | 2.64% | -4.19% | -1.40% | 4.29% | -0.45% | -1.16% | -3.37% |
2014 | -2.62% | 2.88% | 2.82% | 1.55% | 0.97% | 0.26% | -0.85% | 4.83% | -0.42% | 1.53% | 3.23% | 0.27% | 15.19% |
2013 | 4.20% | 2.49% | 1.92% | 1.72% | 2.59% | -1.67% | 3.06% | -2.67% | 2.20% | 2.24% | 1.33% | 1.27% | 20.15% |
Expense Ratio
Starting has an expense ratio of 0.02%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of Starting is 79, placing it in the top 21% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 | |
---|---|---|---|---|---|
Vanguard S&P 500 ETF | 2.47 | 3.31 | 1.45 | 2.70 | 15.54 |
Berkshire Hathaway Inc. | 1.80 | 2.45 | 1.31 | 2.31 | 7.89 |
Vanguard Total Bond Market ETF | 1.65 | 2.42 | 1.29 | 0.58 | 6.84 |
Dividends
Dividend yield
Starting granted a 1.55% dividend yield in the last twelve months.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Starting | 1.55% | 1.51% | 1.43% | 1.07% | 1.25% | 1.53% | 1.62% | 1.44% | 1.51% | 1.56% | 1.55% | 1.54% |
Portfolio components: | ||||||||||||
Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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% |
Vanguard Total Bond Market ETF | 3.37% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% | 2.78% |
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 Starting. 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 Starting was 21.70%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current Starting drawdown is 0.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-21.7% | Feb 20, 2020 | 23 | Mar 23, 2020 | 97 | Aug 10, 2020 | 120 |
-19.14% | Mar 31, 2022 | 135 | Oct 12, 2022 | 292 | Dec 11, 2023 | 427 |
-11.51% | Mar 1, 2011 | 112 | Aug 8, 2011 | 114 | Jan 20, 2012 | 226 |
-11.26% | Sep 21, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
-8.78% | Feb 25, 2015 | 228 | Jan 20, 2016 | 58 | Apr 13, 2016 | 286 |
Volatility
Volatility Chart
The current Starting volatility is 2.33%, 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
BND | VOO | BRK-B | |
---|---|---|---|
BND | 1.00 | -0.11 | -0.19 |
VOO | -0.11 | 1.00 | 0.73 |
BRK-B | -0.19 | 0.73 | 1.00 |