Buffet - Internationalized
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BNDW Vanguard Total World Bond ETF | Total Bond Market | 10% |
VEU Vanguard FTSE All-World ex-US ETF | Foreign Large Cap Equities | 44.50% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 45.50% |
Performance
Performance Chart
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The earliest data available for this chart is Sep 6, 2018, corresponding to the inception date of BNDW
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.51% | 3.96% | -2.00% | 12.02% | 14.19% | 10.85% |
| Buffet - Internationalized | 6.82% | 3.11% | 4.34% | 12.90% | 12.02% | N/A |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | 0.90% | 4.04% | -1.46% | 13.29% | 15.89% | 12.81% |
VEU Vanguard FTSE All-World ex-US ETF | 13.97% | 2.81% | 11.01% | 13.21% | 10.58% | 5.68% |
BNDW Vanguard Total World Bond ETF | 2.05% | 0.20% | 0.82% | 5.93% | -0.45% | N/A |
Monthly Returns
The table below presents the monthly returns of Buffet - Internationalized, 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 | 2.78% | 0.51% | -2.34% | 0.96% | 4.87% | 6.82% | |||||||
| 2024 | -0.06% | 3.71% | 3.09% | -3.13% | 4.14% | 1.45% | 1.88% | 2.34% | 2.27% | -2.61% | 2.71% | -2.32% | 13.92% |
| 2023 | 7.01% | -3.31% | 3.22% | 1.61% | -1.34% | 5.00% | 3.16% | -2.73% | -3.88% | -2.50% | 8.22% | 4.61% | 19.67% |
| 2022 | -3.63% | -2.83% | 1.22% | -7.23% | 0.86% | -7.31% | 5.96% | -4.16% | -8.84% | 5.14% | 8.65% | -3.73% | -16.30% |
| 2021 | -0.38% | 2.01% | 2.83% | 3.58% | 1.71% | 0.88% | 0.62% | 2.00% | -3.72% | 4.38% | -2.17% | 3.68% | 16.20% |
| 2020 | -1.34% | -6.49% | -12.42% | 9.01% | 4.32% | 2.84% | 4.55% | 5.09% | -2.49% | -2.09% | 10.66% | 4.32% | 14.42% |
| 2019 | 7.08% | 2.23% | 1.51% | 3.11% | -5.23% | 5.93% | -0.07% | -1.58% | 2.07% | 2.52% | 2.10% | 3.20% | 24.73% |
| 2018 | 1.84% | -6.83% | 1.56% | -6.04% | -9.47% |
Expense Ratio
Buffet - Internationalized has an expense ratio of 0.05%, 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Buffet - Internationalized is 61, indicating average performance compared to other portfolios on our website. Here’s 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 | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.74 | 1.04 | 1.15 | 0.68 | 2.58 |
VEU Vanguard FTSE All-World ex-US ETF | 0.82 | 1.15 | 1.15 | 0.91 | 2.88 |
BNDW Vanguard Total World Bond ETF | 1.46 | 2.09 | 1.25 | 0.59 | 5.22 |
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Dividends
Dividend yield
Buffet - Internationalized provided a 2.24% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.24% | 2.40% | 2.51% | 2.36% | 2.19% | 1.75% | 2.54% | 2.56% | 1.99% | 2.23% | 2.27% | 2.41% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
VEU Vanguard FTSE All-World ex-US ETF | 2.82% | 3.24% | 3.32% | 3.12% | 3.07% | 2.00% | 3.10% | 3.27% | 2.66% | 2.96% | 2.95% | 3.52% |
BNDW Vanguard Total World Bond ETF | 3.99% | 3.90% | 3.73% | 2.02% | 2.58% | 1.56% | 3.05% | 1.66% | 0.00% | 0.00% | 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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Buffet - Internationalized. 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 Buffet - Internationalized was 30.57%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current Buffet - Internationalized drawdown is 0.42%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.57% | Feb 13, 2020 | 27 | Mar 23, 2020 | 107 | Aug 24, 2020 | 134 |
| -24.73% | Jan 5, 2022 | 194 | Oct 12, 2022 | 323 | Jan 26, 2024 | 517 |
| -15.33% | Sep 24, 2018 | 64 | Dec 24, 2018 | 70 | Apr 5, 2019 | 134 |
| -13.7% | Feb 19, 2025 | 35 | Apr 8, 2025 | 24 | May 13, 2025 | 59 |
| -6.98% | Jul 17, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
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 3 assets, with an effective number of assets of 2.41, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | BNDW | VEU | VOO | Portfolio | |
|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.07 | 0.80 | 1.00 | 0.95 |
| BNDW | 0.07 | 1.00 | 0.09 | 0.07 | 0.11 |
| VEU | 0.80 | 0.09 | 1.00 | 0.80 | 0.94 |
| VOO | 1.00 | 0.07 | 0.80 | 1.00 | 0.95 |
| Portfolio | 0.95 | 0.11 | 0.94 | 0.95 | 1.00 |