A-Rated Core 50% ETFs (QQQ+SMH) 50% stocks

The chart shows the growth of an initial investment of $10,000 in A-Rated Core 50% ETFs (QQQ+SMH) 50% stocks, 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.

Based on dividend-adjusted daily data since Sep 25, 2017, A-Rated Core 50% ETFs (QQQ+SMH) 50% stocks's average daily return is +0.11%, while the average monthly return is +2.11%. At this rate, your investment would double in approximately 2.8 years.

Historically, 71% of months were positive and 29% were negative. The best month was Nov 2020 with a return of +16.7%, while the worst month was Mar 2020 at -11.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, A-Rated Core 50% ETFs (QQQ+SMH) 50% stocks closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +11.2%, while the worst single day was Mar 16, 2020 at -13.8%.

A-Rated Core 50% ETFs (QQQ+SMH) 50% stocks has an annualized alpha of 11.81%, beta of 1.16, and R² of 0.88 versus S&P 500 Index. Calculated based on daily prices since September 25, 2017.

• This portfolio captured 148.93% of S&P 500 Index gains but only 92.65% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 11.81% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

A-Rated Core 50% ETFs (QQQ+SMH) 50% stocks has an expense ratio of 0.12%, 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.

A-Rated Core 50% ETFs (QQQ+SMH) 50% stocks ranks 58 for risk / return — on par with similar portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

A-Rated Core 50% ETFs (QQQ+SMH) 50% stocks Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

• 1-Year: 1.28
• 5-Year: 1.14
• All Time: 1.12

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.99 to 1.69, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of A-Rated Core 50% ETFs (QQQ+SMH) 50% stocks compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

A-Rated Core 50% ETFs (QQQ+SMH) 50% stocks provided a 0.96% dividend yield over the last twelve months.

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.

The table below displays the maximum drawdowns of the A-Rated Core 50% ETFs (QQQ+SMH) 50% stocks. 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 A-Rated Core 50% ETFs (QQQ+SMH) 50% stocks was 34.38%, occurring on Mar 20, 2020. Recovery took 73 trading sessions.

The current A-Rated Core 50% ETFs (QQQ+SMH) 50% stocks drawdown is 7.33%.

The chart below shows the rolling one-month volatility.