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personal
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


FBTC 1%VUG 18%SCHD 18%VOO 18%VFIAX 10%VGT 6%QQQM 6%VDC 4%IWP 4%VO 4%VBK 4%VHT 4%FDIG 1%IHAK 1%IRBO 1%CryptocurrencyCryptocurrencyEquityEquity
PositionCategory/SectorWeight
FBTC
Fidelity Wise Origin Bitcoin Trust
Blockchain

1%

FDIG
Fidelity Crypto Industry and Digital Payments ETF
Blockchain, Technology Equities

1%

IHAK
iShares Cybersecurity & Tech ETF
Technology Equities, Cybersecurity

1%

IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
Robotics, Technology Equities

1%

IWP
iShares Russell Midcap Growth ETF
All Cap Equities

4%

QQQM
Invesco NASDAQ 100 ETF
Large Cap Growth Equities

6%

SCHD
Schwab US Dividend Equity ETF
Large Cap Growth Equities, Dividend

18%

VBK
Vanguard Small-Cap Growth ETF
Small Cap Blend Equities

4%

VDC
Vanguard Consumer Staples ETF
Consumer Staples Equities

4%

VFIAX
Vanguard 500 Index Fund Admiral Shares
Large Cap Blend Equities

10%

VGT
Vanguard Information Technology ETF
Technology Equities

6%

VHT
Vanguard Health Care ETF
Health & Biotech Equities

4%

VO
Vanguard Mid-Cap ETF
Mid Cap Growth Equities

4%

VOO
Vanguard S&P 500 ETF
Large Cap Growth Equities

18%

VUG
Vanguard Growth ETF
Large Cap Growth Equities

18%

S&P 500

Performance

Performance Chart

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


-2.00%0.00%2.00%4.00%6.00%8.00%10.00%Jan 14Jan 21Jan 28Feb 04Feb 11Feb 18Feb 25Mar 03Mar 10Mar 17Mar 24Mar 31Apr 07Apr 14Apr 21
5.11%
6.07%
personal
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Jan 11, 2024, corresponding to the inception date of FBTC

Returns By Period


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
6.30%-3.13%19.37%22.56%11.65%10.55%
personalN/A-3.38%N/AN/AN/AN/A
VUG
Vanguard Growth ETF
6.66%-4.37%21.71%34.22%16.04%14.78%
SCHD
Schwab US Dividend Equity ETF
2.95%-2.03%14.29%9.99%11.48%11.18%
VOO
Vanguard S&P 500 ETF
6.76%-2.99%20.31%24.48%13.51%12.61%
VGT
Vanguard Information Technology ETF
2.40%-6.40%20.03%32.34%19.45%20.04%
QQQM
Invesco NASDAQ 100 ETF
3.97%-4.73%18.89%35.57%N/AN/A
VDC
Vanguard Consumer Staples ETF
5.50%-0.85%13.49%3.58%9.35%8.69%
IWP
iShares Russell Midcap Growth ETF
4.10%-3.99%22.43%20.48%9.77%10.91%
VO
Vanguard Mid-Cap ETF
3.09%-2.83%20.01%15.33%9.37%9.63%
VBK
Vanguard Small-Cap Growth ETF
1.34%-4.81%20.40%13.95%6.44%8.32%
VHT
Vanguard Health Care ETF
3.16%-3.13%12.10%5.15%10.81%11.08%
FBTC
Fidelity Wise Origin Bitcoin Trust
N/A4.08%N/AN/AN/AN/A
FDIG
Fidelity Crypto Industry and Digital Payments ETF
-1.19%-2.14%62.72%77.77%N/AN/A
IHAK
iShares Cybersecurity & Tech ETF
-2.18%-5.16%17.97%27.15%N/AN/A
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
-6.35%-6.24%9.30%10.68%5.86%N/A
VFIAX
Vanguard 500 Index Fund Admiral Shares
6.74%-3.05%20.26%24.44%13.48%12.59%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.76%5.53%2.95%

Expense Ratio

The personal has an expense ratio of 0.08% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


Expense ratio chart for IHAK: current value at 0.47% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.47%
Expense ratio chart for IRBO: current value at 0.47% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.47%
Expense ratio chart for FDIG: current value at 0.39% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.39%
Expense ratio chart for FBTC: current value at 0.25% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.25%
Expense ratio chart for IWP: current value at 0.24% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.24%
Expense ratio chart for QQQM: current value at 0.15% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.15%
Expense ratio chart for VGT: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%
Expense ratio chart for VDC: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%
Expense ratio chart for VHT: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%
Expense ratio chart for VBK: current value at 0.07% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.07%
Expense ratio chart for SCHD: current value at 0.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.06%
Expense ratio chart for VUG: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%
Expense ratio chart for VO: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%
Expense ratio chart for VFIAX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%
Expense ratio chart for VOO: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

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.


personal
Sharpe ratio
No data
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-1.000.001.002.003.004.005.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market0.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.801.001.201.401.601.801.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.002.004.006.008.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.0040.0050.007.64

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
VUG
Vanguard Growth ETF
2.173.001.371.3810.99
SCHD
Schwab US Dividend Equity ETF
0.871.301.150.772.87
VOO
Vanguard S&P 500 ETF
2.083.011.361.808.64
VGT
Vanguard Information Technology ETF
1.732.431.291.587.09
QQQM
Invesco NASDAQ 100 ETF
2.152.981.361.5810.92
VDC
Vanguard Consumer Staples ETF
0.370.591.070.300.82
IWP
iShares Russell Midcap Growth ETF
1.361.951.230.694.25
VO
Vanguard Mid-Cap ETF
1.161.721.200.683.33
VBK
Vanguard Small-Cap Growth ETF
0.731.151.130.392.10
VHT
Vanguard Health Care ETF
0.510.791.090.391.51
FBTC
Fidelity Wise Origin Bitcoin Trust
FDIG
Fidelity Crypto Industry and Digital Payments ETF
1.171.951.221.753.16
IHAK
iShares Cybersecurity & Tech ETF
1.321.791.230.786.46
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
0.500.821.100.231.29
VFIAX
Vanguard 500 Index Fund Admiral Shares
2.073.001.361.808.67

Sharpe Ratio


Chart placeholderNot enough data

Dividends

Dividend yield

personal granted a 1.47% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
personal1.47%1.50%1.59%1.23%1.43%1.59%1.76%1.51%1.71%1.72%1.53%1.47%
VUG
Vanguard Growth ETF
0.56%0.58%0.70%0.48%0.66%0.95%1.32%1.14%1.39%1.30%1.21%1.19%
SCHD
Schwab US Dividend Equity ETF
3.44%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%2.47%
VOO
Vanguard S&P 500 ETF
1.38%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%1.84%
VGT
Vanguard Information Technology ETF
0.73%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%1.12%1.05%
QQQM
Invesco NASDAQ 100 ETF
0.68%0.65%0.83%0.40%0.16%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VDC
Vanguard Consumer Staples ETF
2.53%2.65%2.37%2.14%2.50%2.44%2.78%2.52%2.39%2.55%1.93%2.21%
IWP
iShares Russell Midcap Growth ETF
0.49%0.54%0.77%0.30%0.38%0.59%1.02%0.78%1.16%0.98%1.03%0.80%
VO
Vanguard Mid-Cap ETF
1.57%1.52%1.60%1.12%1.45%1.48%1.82%1.35%1.45%1.47%1.29%1.17%
VBK
Vanguard Small-Cap Growth ETF
0.70%0.68%0.55%0.36%0.44%0.57%0.79%0.82%1.08%0.98%1.01%0.65%
VHT
Vanguard Health Care ETF
1.35%1.36%1.33%1.14%1.21%1.89%1.38%1.31%1.45%1.22%1.02%1.12%
FBTC
Fidelity Wise Origin Bitcoin Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FDIG
Fidelity Crypto Industry and Digital Payments ETF
0.19%0.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IHAK
iShares Cybersecurity & Tech ETF
0.13%0.13%0.25%0.50%0.40%0.49%0.00%0.00%0.00%0.00%0.00%0.00%
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
0.94%0.88%0.75%2.41%0.53%0.69%0.34%0.00%0.00%0.00%0.00%0.00%
VFIAX
Vanguard 500 Index Fund Admiral Shares
1.37%1.45%1.68%1.24%1.53%1.87%2.05%1.78%2.02%2.10%1.85%1.84%

Drawdowns

Drawdowns Chart

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


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%Jan 14Jan 21Jan 28Feb 04Feb 11Feb 18Feb 25Mar 03Mar 10Mar 17Mar 24Mar 31Apr 07Apr 14Apr 21
-3.97%
-3.50%
personal
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the personal. 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 was 6.12%, occurring on Apr 19, 2024. The portfolio has not yet recovered.

The current personal drawdown is 3.97%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-6.12%Apr 1, 202415Apr 19, 2024
-1.97%Jan 30, 20242Jan 31, 20242Feb 2, 20244
-1.61%Feb 13, 20241Feb 13, 20242Feb 15, 20243
-1.35%Mar 13, 20243Mar 15, 20243Mar 20, 20246
-1.34%Feb 16, 20243Feb 21, 20241Feb 22, 20244

Volatility

Volatility Chart

The current personal volatility is 3.71%, 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.


3.00%3.50%4.00%Feb 18Feb 25Mar 03Mar 10Mar 17Mar 24Mar 31Apr 07Apr 14Apr 21
3.71%
3.58%
personal
Benchmark (^GSPC)
Portfolio components

Diversification

Asset Correlations Table

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

FBTCVDCFDIGVHTSCHDVUGVGTQQQMIHAKIRBOVFIAXVOOVOVBKIWP
FBTC1.000.130.670.120.220.090.150.120.380.400.160.160.340.400.28
VDC0.131.000.210.560.670.180.160.180.290.300.390.400.520.390.40
FDIG0.670.211.000.450.350.300.350.310.510.580.340.350.510.640.50
VHT0.120.560.451.000.680.530.490.510.560.580.670.680.760.710.73
SCHD0.220.670.350.681.000.480.500.520.550.620.710.710.860.740.71
VUG0.090.180.300.530.481.000.950.970.750.790.930.930.700.720.83
VGT0.150.160.350.490.500.951.000.970.770.840.900.900.700.750.83
QQQM0.120.180.310.510.520.970.971.000.740.830.930.930.720.750.82
IHAK0.380.290.510.560.550.750.770.741.000.840.770.760.760.840.87
IRBO0.400.300.580.580.620.790.840.830.841.000.830.830.810.870.85
VFIAX0.160.390.340.670.710.930.900.930.770.831.000.990.860.810.90
VOO0.160.400.350.680.710.930.900.930.760.830.991.000.860.810.90
VO0.340.520.510.760.860.700.700.720.760.810.860.861.000.920.92
VBK0.400.390.640.710.740.720.750.750.840.870.810.810.921.000.93
IWP0.280.400.500.730.710.830.830.820.870.850.900.900.920.931.00