Personal Portfolio
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AMD Advanced Micro Devices, Inc. | Technology | 10.30% |
BEP Brookfield Renewable Partners L.P. | Utilities | 20% |
GPK Graphic Packaging Holding Company | Consumer Cyclical | 8% |
IMAX Imax Corp | Communication Services | 3% |
KO The Coca-Cola Company | Consumer Defensive | 20.30% |
PFE Pfizer Inc. | Healthcare | 28.10% |
UBS UBS Group AG | Financial Services | 2% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 8.30% |
Performance
Performance Chart
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The earliest data available for this chart is Nov 21, 2014, corresponding to the inception date of UBS
Returns By Period
As of May 11, 2025, the Personal Portfolio returned -3.24% Year-To-Date and 12.67% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| Personal Portfolio | -3.24% | 5.47% | -8.71% | -6.57% | 8.29% | 12.67% |
| Portfolio components: | ||||||
AMD Advanced Micro Devices, Inc. | -14.86% | 15.94% | -30.49% | -32.31% | 13.08% | 45.95% |
KO The Coca-Cola Company | 14.10% | -0.34% | 11.98% | 14.81% | 12.59% | 8.99% |
PFE Pfizer Inc. | -13.00% | 5.16% | -13.62% | -15.14% | -4.98% | 0.57% |
BEP Brookfield Renewable Partners L.P. | 3.67% | 8.75% | -9.36% | -11.88% | 1.31% | 9.42% |
GPK Graphic Packaging Holding Company | -17.58% | -8.04% | -23.81% | -18.61% | 12.65% | 6.27% |
VTI Vanguard Total Stock Market ETF | -3.75% | 7.98% | -5.68% | 9.17% | 15.27% | 11.77% |
IMAX Imax Corp | 1.64% | 18.11% | 6.86% | 56.46% | 16.55% | -3.53% |
UBS UBS Group AG | 5.57% | 16.27% | -1.03% | 7.77% | 30.58% | 9.56% |
Monthly Returns
The table below presents the monthly returns of Personal 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 | 0.08% | 1.74% | -1.78% | -1.00% | -2.27% | -3.24% | |||||||
| 2024 | 0.22% | 0.04% | 2.85% | -6.64% | 12.97% | -3.33% | 4.72% | 1.04% | 3.56% | -5.39% | -0.32% | -5.19% | 3.01% |
| 2023 | 2.28% | -4.04% | 9.67% | -1.80% | 0.11% | -0.89% | 1.01% | -4.54% | -6.52% | -3.98% | 8.61% | 3.82% | 2.35% |
| 2022 | -6.33% | 0.89% | 4.34% | -6.38% | 4.69% | -4.81% | 5.04% | -5.40% | -11.01% | 3.13% | 7.99% | -4.08% | -13.09% |
| 2021 | -3.00% | -2.24% | 4.83% | 1.92% | 0.95% | 1.51% | 5.77% | 3.94% | -6.27% | 6.68% | 6.35% | 4.36% | 26.67% |
| 2020 | 0.07% | -6.24% | -10.39% | 12.32% | 3.51% | -5.67% | 14.42% | 5.61% | -0.17% | -2.27% | 15.40% | 2.33% | 28.38% |
| 2019 | 7.64% | 0.89% | 2.93% | 1.87% | -0.07% | 5.94% | -0.67% | -0.44% | 2.13% | 5.27% | 5.06% | 3.73% | 39.69% |
| 2018 | 4.52% | -5.56% | -2.78% | 1.14% | 3.13% | 1.99% | 6.98% | 5.56% | 6.35% | -9.23% | 7.00% | -7.47% | 10.21% |
| 2017 | -0.77% | 6.56% | 0.91% | 0.04% | -0.80% | 2.11% | 1.96% | 0.59% | 1.81% | -0.10% | 1.35% | 0.72% | 15.14% |
| 2016 | -5.70% | -0.16% | 8.73% | 4.64% | 6.37% | 2.31% | 6.20% | -0.33% | -2.00% | -2.26% | 2.61% | 5.12% | 27.49% |
| 2015 | 0.47% | 6.57% | -2.08% | -1.36% | 0.63% | -1.96% | 1.29% | -6.26% | -2.06% | 6.96% | 0.40% | 2.78% | 4.74% |
| 2014 | 1.24% | -0.91% | 0.32% |
Expense Ratio
Personal 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
The current rank of Personal Portfolio is 2, meaning it’s performing worse than 98% of other 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 | |
|---|---|---|---|---|---|
AMD Advanced Micro Devices, Inc. | -0.62 | -0.74 | 0.91 | -0.53 | -1.13 |
KO The Coca-Cola Company | 0.94 | 1.45 | 1.18 | 1.03 | 2.27 |
PFE Pfizer Inc. | -0.66 | -0.64 | 0.93 | -0.22 | -0.99 |
BEP Brookfield Renewable Partners L.P. | -0.31 | -0.03 | 1.00 | -0.13 | -0.43 |
GPK Graphic Packaging Holding Company | -0.65 | -0.62 | 0.91 | -0.59 | -1.76 |
VTI Vanguard Total Stock Market ETF | 0.47 | 0.83 | 1.12 | 0.51 | 1.94 |
IMAX Imax Corp | 1.57 | 2.23 | 1.28 | 0.86 | 7.09 |
UBS UBS Group AG | 0.36 | 0.57 | 1.08 | 0.31 | 1.05 |
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Dividends
Dividend yield
Personal Portfolio provided a 4.23% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 4.23% | 3.95% | 3.55% | 2.76% | 2.26% | 2.71% | 3.24% | 3.56% | 3.12% | 3.79% | 3.64% | 3.06% |
| Portfolio components: | ||||||||||||
AMD Advanced Micro Devices, 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% |
KO The Coca-Cola Company | 2.79% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
PFE Pfizer Inc. | 7.63% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% | 3.34% |
BEP Brookfield Renewable Partners L.P. | 6.19% | 6.23% | 5.14% | 5.05% | 3.40% | 2.68% | 6.08% | 7.57% | 5.36% | 7.87% | 8.33% | 6.95% |
GPK Graphic Packaging Holding Company | 1.84% | 1.47% | 1.62% | 1.46% | 1.54% | 1.77% | 1.80% | 2.82% | 2.43% | 1.80% | 1.56% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.35% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
IMAX Imax Corp | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBS UBS Group AG | 1.43% | 3.46% | 1.79% | 2.68% | 2.07% | 10.31% | 5.47% | 5.24% | 3.27% | 9.43% | 4.10% | 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 Personal 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 Personal Portfolio was 33.66%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.
The current Personal Portfolio drawdown is 13.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.66% | Feb 20, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -22.68% | Dec 28, 2021 | 200 | Oct 12, 2022 | 483 | Sep 16, 2024 | 683 |
| -20.96% | Oct 17, 2024 | 118 | Apr 8, 2025 | — | — | — |
| -15.9% | Sep 21, 2018 | 65 | Dec 24, 2018 | 59 | Mar 21, 2019 | 124 |
| -14.39% | Mar 3, 2015 | 123 | Aug 25, 2015 | 152 | Apr 4, 2016 | 275 |
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 8 assets, with an effective number of assets of 5.39, 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 | IMAX | BEP | KO | PFE | AMD | GPK | UBS | VTI | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.36 | 0.36 | 0.44 | 0.41 | 0.53 | 0.49 | 0.58 | 0.99 | 0.73 |
| IMAX | 0.36 | 1.00 | 0.15 | 0.16 | 0.14 | 0.20 | 0.27 | 0.30 | 0.38 | 0.33 |
| BEP | 0.36 | 0.15 | 1.00 | 0.21 | 0.18 | 0.23 | 0.22 | 0.25 | 0.37 | 0.58 |
| KO | 0.44 | 0.16 | 0.21 | 1.00 | 0.35 | 0.10 | 0.34 | 0.25 | 0.42 | 0.51 |
| PFE | 0.41 | 0.14 | 0.18 | 0.35 | 1.00 | 0.17 | 0.30 | 0.27 | 0.40 | 0.65 |
| AMD | 0.53 | 0.20 | 0.23 | 0.10 | 0.17 | 1.00 | 0.23 | 0.31 | 0.54 | 0.60 |
| GPK | 0.49 | 0.27 | 0.22 | 0.34 | 0.30 | 0.23 | 1.00 | 0.40 | 0.51 | 0.52 |
| UBS | 0.58 | 0.30 | 0.25 | 0.25 | 0.27 | 0.31 | 0.40 | 1.00 | 0.59 | 0.48 |
| VTI | 0.99 | 0.38 | 0.37 | 0.42 | 0.40 | 0.54 | 0.51 | 0.59 | 1.00 | 0.73 |
| Portfolio | 0.73 | 0.33 | 0.58 | 0.51 | 0.65 | 0.60 | 0.52 | 0.48 | 0.73 | 1.00 |