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Good life

Last updated Feb 24, 2024

Asset Allocation


VTIP 15%VOOG 30%MAIIX 20%JUSC.L 20%TFSCX 15%BondBondEquityEquity
PositionCategory/SectorWeight
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
Inflation-Protected Bonds

15%

VOOG
Vanguard S&P 500 Growth ETF
Large Cap Blend Equities

30%

MAIIX
iShares MSCI EAFE International Index Fund
Foreign Large Cap Equities

20%

JUSC.L
JPmorgan US Smaller Companies Investment Trust plc
Financials

20%

TFSCX
Templeton Institutional Foreign Smaller Companies Series Fund
Foreign Small & Mid Cap Equities

15%

S&P 500

Performance

The chart shows the growth of an initial investment of $10,000 in Good life, 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


140.00%160.00%180.00%200.00%220.00%240.00%SeptemberOctoberNovemberDecember2024February
176.86%
249.76%
Good life
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Oct 16, 2012, corresponding to the inception date of VTIP

Returns

As of Feb 24, 2024, the Good life returned 2.31% Year-To-Date and 7.68% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
6.69%4.52%15.50%26.83%12.76%10.70%
Good life2.31%1.86%10.80%14.87%8.56%7.66%
MAIIX
iShares MSCI EAFE International Index Fund
2.76%3.17%11.96%16.11%6.72%4.37%
JUSC.L
JPmorgan US Smaller Companies Investment Trust plc
-4.35%-3.17%7.03%-5.12%4.75%6.88%
VOOG
Vanguard S&P 500 Growth ETF
9.94%5.31%18.35%38.00%15.41%13.80%
TFSCX
Templeton Institutional Foreign Smaller Companies Series Fund
-1.87%1.95%6.17%8.47%2.57%2.84%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
-0.04%-0.17%3.18%4.98%3.16%1.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.03%
20233.01%-2.40%-4.72%-3.99%8.26%6.94%

Sharpe Ratio

The current Good life Sharpe ratio is 1.30. A Sharpe ratio greater than 1.0 is considered acceptable.

0.002.004.001.30

The Sharpe ratio of Good life is in the bottom 25%, suggesting that this portfolio isn't performing as well in terms of risk-adjusted returns compared to many others. This could be due to lower returns, higher volatility, or both. It might be an indication that the portfolio needs fine-tuning.


Rolling 12-month Sharpe Ratio0.501.001.502.00SeptemberOctoberNovemberDecember2024February
1.30
2.23
Good life
Benchmark (^GSPC)
Portfolio components

Dividend yield

Good life granted a 1.62% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
Good life1.62%1.66%2.21%3.92%1.02%1.79%3.32%2.09%1.63%1.16%0.98%1.20%
MAIIX
iShares MSCI EAFE International Index Fund
3.07%3.16%2.76%3.00%1.94%3.29%4.53%2.42%2.81%2.41%0.80%2.39%
JUSC.L
JPmorgan US Smaller Companies Investment Trust plc
0.01%0.01%0.01%0.01%0.01%0.01%0.01%0.00%0.00%0.00%0.00%0.01%
VOOG
Vanguard S&P 500 Growth ETF
1.02%1.12%0.93%0.53%0.88%1.26%1.34%1.32%1.47%1.56%1.28%1.46%
TFSCX
Templeton Institutional Foreign Smaller Companies Series Fund
1.30%1.28%2.34%16.40%1.23%3.06%10.96%6.54%3.39%1.43%2.07%1.87%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
3.36%3.36%6.84%4.68%1.20%1.95%2.45%1.52%0.76%0.00%0.82%0.05%

Expense Ratio

The Good life has a high expense ratio of 0.21%, indicating higher-than-average management fees. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


0.09%
0.00%2.15%
1.02%
0.00%2.15%
0.10%
0.00%2.15%
0.04%
0.00%2.15%

Risk-Adjusted Performance

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
^GSPC
S&P 500
2.23
Good life
1.30
MAIIX
iShares MSCI EAFE International Index Fund
1.08
JUSC.L
JPmorgan US Smaller Companies Investment Trust plc
-0.18
VOOG
Vanguard S&P 500 Growth ETF
2.78
TFSCX
Templeton Institutional Foreign Smaller Companies Series Fund
0.54
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
1.52

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

VTIPJUSC.LVOOGTFSCXMAIIX
VTIP1.000.100.060.190.15
JUSC.L0.101.000.300.480.42
VOOG0.060.301.000.580.72
TFSCX0.190.480.581.000.81
MAIIX0.150.420.720.811.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2024February
-4.47%
0
Good life
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Good life. 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 Good life was 32.12%, occurring on Mar 23, 2020. Recovery took 101 trading sessions.

The current Good life drawdown is 4.47%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.12%Feb 18, 202025Mar 23, 2020101Aug 13, 2020126
-28.27%Jan 5, 2022199Oct 11, 2022
-17.06%Sep 26, 201864Dec 24, 2018216Oct 28, 2019280
-15.45%May 22, 2015187Feb 11, 2016212Dec 7, 2016399
-9.04%Jul 7, 201473Oct 15, 201479Feb 5, 2015152

Volatility Chart

The current Good life volatility is 4.13%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%SeptemberOctoberNovemberDecember2024February
4.13%
3.90%
Good life
Benchmark (^GSPC)
Portfolio components
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