Andy'2 new 10 and the 5 stocks
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Andy'2 new 10 and the 5 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 Quarterly
The earliest data available for this chart is Feb 15, 2018, corresponding to the inception date of VFMO
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 17.79% | 0.18% | 7.53% | 26.42% | 13.48% | 10.85% |
| Andy'2 new 10 and the 5 stocks | 21.44% | -0.03% | 8.00% | 32.52% | 17.77% | N/A |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | 17.74% | 0.58% | 7.81% | 27.69% | 14.53% | 12.29% |
VOO Vanguard S&P 500 ETF | 18.91% | 0.30% | 8.27% | 28.20% | 15.31% | 12.87% |
SCHD Schwab US Dividend Equity ETF | 12.56% | 2.06% | 7.31% | 18.96% | 12.84% | 11.41% |
VT Vanguard Total World Stock ETF | 14.45% | 0.29% | 6.63% | 23.29% | 11.37% | 8.91% |
VUG Vanguard Growth ETF | 20.25% | -1.27% | 7.86% | 32.48% | 18.16% | 15.05% |
VYM Vanguard High Dividend Yield ETF | 15.13% | 1.74% | 7.66% | 21.62% | 10.75% | 9.83% |
VFMO Vanguard U.S. Momentum Factor ETF | 20.50% | 0.97% | 5.79% | 36.64% | 15.00% | N/A |
VGT Vanguard Information Technology ETF | 16.75% | -3.05% | 7.18% | 32.75% | 22.22% | 20.04% |
GOOG Alphabet Inc. | 14.39% | -4.38% | 7.70% | 16.12% | 21.33% | 18.46% |
MSFT Microsoft Corporation | 15.19% | 2.20% | 1.68% | 32.07% | 26.56% | 26.69% |
NVDA NVIDIA Corporation | 128.98% | -12.78% | 25.47% | 160.58% | 92.83% | 73.79% |
META Meta Platforms, Inc. | 52.44% | 1.74% | 6.62% | 76.87% | 23.30% | 21.40% |
AMZN Amazon.com, Inc. | 22.70% | 4.61% | 4.65% | 35.46% | 15.81% | 27.45% |
VHT Vanguard Health Care ETF | 14.38% | 0.95% | 7.29% | 19.76% | 12.07% | 10.73% |
SPMO Invesco S&P 500® Momentum ETF | 35.22% | -1.16% | 9.92% | 50.71% | 18.44% | N/A |
Monthly Returns
The table below presents the monthly returns of Andy'2 new 10 and the 5 stocks, 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 | 2.48% | 6.57% | 3.51% | -4.59% | 5.41% | 3.86% | 1.13% | 2.32% | 21.44% | ||||
| 2023 | 6.26% | -1.89% | 4.40% | 1.45% | 1.21% | 6.17% | 3.46% | -1.37% | -4.52% | -2.57% | 9.38% | 5.60% | 30.08% |
| 2022 | -6.31% | -2.69% | 3.58% | -9.23% | 0.66% | -8.13% | 8.47% | -4.01% | -8.90% | 7.72% | 5.83% | -5.40% | -18.92% |
| 2021 | 0.30% | 2.42% | 3.22% | 5.09% | 0.70% | 3.72% | 1.68% | 3.46% | -4.82% | 6.71% | -0.76% | 3.41% | 27.64% |
| 2020 | 0.64% | -7.16% | -10.92% | 13.20% | 5.80% | 2.68% | 6.15% | 7.36% | -3.37% | -2.31% | 10.95% | 3.93% | 26.97% |
| 2019 | 8.29% | 3.69% | 2.33% | 3.33% | -6.18% | 6.92% | 1.47% | -1.53% | 1.13% | 2.61% | 3.80% | 2.97% | 31.99% |
| 2018 | -0.30% | -2.58% | 0.50% | 3.71% | 0.34% | 3.38% | 4.37% | 0.37% | -8.42% | 1.41% | -8.82% | -6.84% |
Expense Ratio
Andy'2 new 10 and the 5 stocks has an expense ratio of 0.07%, 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 Andy'2 new 10 and the 5 stocks is 78, placing it in the top 22% 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 | |
|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | 2.11 | 2.84 | 1.38 | 1.95 | 11.33 |
VOO Vanguard S&P 500 ETF | 2.21 | 2.98 | 1.40 | 2.41 | 12.12 |
SCHD Schwab US Dividend Equity ETF | 1.58 | 2.31 | 1.27 | 1.41 | 7.06 |
VT Vanguard Total World Stock ETF | 1.88 | 2.58 | 1.34 | 1.54 | 9.85 |
VUG Vanguard Growth ETF | 1.87 | 2.47 | 1.33 | 1.73 | 9.28 |
VYM Vanguard High Dividend Yield ETF | 1.93 | 2.72 | 1.34 | 2.14 | 9.14 |
VFMO Vanguard U.S. Momentum Factor ETF | 1.85 | 2.48 | 1.31 | 1.53 | 10.39 |
VGT Vanguard Information Technology ETF | 1.57 | 2.09 | 1.28 | 2.13 | 7.62 |
GOOG Alphabet Inc. | 0.57 | 0.91 | 1.13 | 0.72 | 2.10 |
MSFT Microsoft Corporation | 1.61 | 2.13 | 1.28 | 2.06 | 6.26 |
NVDA NVIDIA Corporation | 3.05 | 3.36 | 1.43 | 5.84 | 18.49 |
META Meta Platforms, Inc. | 2.14 | 3.02 | 1.40 | 3.19 | 12.89 |
AMZN Amazon.com, Inc. | 1.16 | 1.69 | 1.22 | 0.92 | 5.55 |
VHT Vanguard Health Care ETF | 1.76 | 2.43 | 1.32 | 1.36 | 8.16 |
SPMO Invesco S&P 500® Momentum ETF | 2.81 | 3.66 | 1.48 | 3.84 | 15.19 |
Dividends
Dividend yield
Andy'2 new 10 and the 5 stocks granted a 1.21% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Andy'2 new 10 and the 5 stocks | 1.21% | 1.52% | 1.67% | 1.22% | 1.41% | 1.70% | 1.74% | 1.41% | 1.70% | 1.59% | 1.42% | 1.38% |
| Portfolio components: | ||||||||||||
VTI Vanguard Total Stock Market ETF | 1.32% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
SCHD Schwab US Dividend Equity ETF | 3.37% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
VT Vanguard Total World Stock ETF | 1.54% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% | 2.06% |
VUG Vanguard Growth ETF | 0.51% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
VYM Vanguard High Dividend Yield ETF | 2.19% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% | 2.81% |
VFMO Vanguard U.S. Momentum Factor ETF | 0.63% | 0.89% | 1.72% | 0.81% | 0.45% | 1.22% | 0.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.66% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
GOOG Alphabet Inc. | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.70% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.30% | 0.46% | 1.19% | 1.68% | 1.95% |
META Meta Platforms, Inc. | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMZN Amazon.com, 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% |
VHT Vanguard Health Care ETF | 1.25% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% | 1.02% | 1.12% |
SPMO Invesco S&P 500® Momentum ETF | 0.41% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% | 0.00% | 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Andy'2 new 10 and the 5 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 Andy'2 new 10 and the 5 stocks was 32.39%, occurring on Mar 23, 2020. Recovery took 81 trading sessions.
The current Andy'2 new 10 and the 5 stocks drawdown is 1.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.39% | Feb 20, 2020 | 23 | Mar 23, 2020 | 81 | Jul 17, 2020 | 104 |
| -25.41% | Dec 28, 2021 | 192 | Sep 30, 2022 | 299 | Dec 8, 2023 | 491 |
| -20.98% | Oct 2, 2018 | 58 | Dec 24, 2018 | 84 | Apr 26, 2019 | 142 |
| -9.51% | Sep 3, 2020 | 14 | Sep 23, 2020 | 35 | Nov 11, 2020 | 49 |
| -9.02% | Jul 17, 2024 | 14 | Aug 5, 2024 | — | — | — |
Volatility
Volatility Chart
The current Andy'2 new 10 and the 5 stocks volatility is 4.36%, 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
| META | AMZN | NVDA | VHT | SCHD | GOOG | VYM | MSFT | VFMO | SPMO | VGT | VT | VUG | VTI | VOO | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| META | 1.00 | 0.62 | 0.56 | 0.45 | 0.39 | 0.67 | 0.40 | 0.63 | 0.54 | 0.58 | 0.66 | 0.61 | 0.72 | 0.64 | 0.64 |
| AMZN | 0.62 | 1.00 | 0.61 | 0.45 | 0.39 | 0.69 | 0.39 | 0.70 | 0.57 | 0.62 | 0.73 | 0.63 | 0.78 | 0.67 | 0.67 |
| NVDA | 0.56 | 0.61 | 1.00 | 0.45 | 0.42 | 0.58 | 0.42 | 0.65 | 0.62 | 0.66 | 0.80 | 0.65 | 0.77 | 0.67 | 0.68 |
| VHT | 0.45 | 0.45 | 0.45 | 1.00 | 0.71 | 0.51 | 0.72 | 0.58 | 0.69 | 0.71 | 0.64 | 0.74 | 0.69 | 0.76 | 0.76 |
| SCHD | 0.39 | 0.39 | 0.42 | 0.71 | 1.00 | 0.48 | 0.97 | 0.50 | 0.70 | 0.65 | 0.63 | 0.82 | 0.64 | 0.83 | 0.82 |
| GOOG | 0.67 | 0.69 | 0.58 | 0.51 | 0.48 | 1.00 | 0.49 | 0.73 | 0.57 | 0.63 | 0.73 | 0.69 | 0.78 | 0.72 | 0.73 |
| VYM | 0.40 | 0.39 | 0.42 | 0.72 | 0.97 | 0.49 | 1.00 | 0.49 | 0.73 | 0.69 | 0.63 | 0.84 | 0.65 | 0.84 | 0.84 |
| MSFT | 0.63 | 0.70 | 0.65 | 0.58 | 0.50 | 0.73 | 0.49 | 1.00 | 0.63 | 0.72 | 0.86 | 0.72 | 0.85 | 0.75 | 0.78 |
| VFMO | 0.54 | 0.57 | 0.62 | 0.69 | 0.70 | 0.57 | 0.73 | 0.63 | 1.00 | 0.83 | 0.80 | 0.85 | 0.80 | 0.87 | 0.84 |
| SPMO | 0.58 | 0.62 | 0.66 | 0.71 | 0.65 | 0.63 | 0.69 | 0.72 | 0.83 | 1.00 | 0.83 | 0.82 | 0.85 | 0.85 | 0.85 |
| VGT | 0.66 | 0.73 | 0.80 | 0.64 | 0.63 | 0.73 | 0.63 | 0.86 | 0.80 | 0.83 | 1.00 | 0.86 | 0.97 | 0.90 | 0.91 |
| VT | 0.61 | 0.63 | 0.65 | 0.74 | 0.82 | 0.69 | 0.84 | 0.72 | 0.85 | 0.82 | 0.86 | 1.00 | 0.89 | 0.97 | 0.96 |
| VUG | 0.72 | 0.78 | 0.77 | 0.69 | 0.64 | 0.78 | 0.65 | 0.85 | 0.80 | 0.85 | 0.97 | 0.89 | 1.00 | 0.93 | 0.94 |
| VTI | 0.64 | 0.67 | 0.67 | 0.76 | 0.83 | 0.72 | 0.84 | 0.75 | 0.87 | 0.85 | 0.90 | 0.97 | 0.93 | 1.00 | 0.99 |
| VOO | 0.64 | 0.67 | 0.68 | 0.76 | 0.82 | 0.73 | 0.84 | 0.78 | 0.84 | 0.85 | 0.91 | 0.96 | 0.94 | 0.99 | 1.00 |