- Portfolio Overview
- Asset Allocation and ETFs
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Portfolio Overview
Buy and Hold (Annually Rebalance)
Bonds P_46880 30.0%
TacticalDividendStocks P_76606 70.0%
Simulated from 01/02/2001
Asset Allocation
| Symbol | Category/Sector | Target Weight |
|---|---|---|
|
P_46880 Schwab Total Return Bond |
38.96% | |
|
P_76606 P Composite Momentum Market Vanguard Dividend Growth |
61.04% |
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Historical Performance
Tactical Dividend Stock Income Balanced Portfolio Historical Returns
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Tactical Dividend Stock Income Balanced Portfolio | -0.34% | -4.56% | -0.24% | 4.62% | 6.46% | 8.78% | 9.28% | 9.71% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.64% | 25.78% | 9.74% | 14.44% | 13.04% | 13.59% | 10.37% | 8.50% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | 0.16% | 6.58% | 0.81% | 3.89% | 5.01% | 6.10% | 5.39% | 5.14% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | Tactical Divi...Portfolio | 0.05 | -4.56 | -0.24 | 4.62 | 6.46 | 8.78 | 9.28 | 9.71 | -0.34 | -4.22 | 6.32 | -3.64 | 18.33 | 8.78 | 21.34 | -0.84 | 13.85 | 7.48 | 1.46 | 9.84 | 22.93 | 12.11 | 8.57 | 15.94 | 25.84 | -1.67 | 7.51 | 17.00 | 4.17 | 9.99 | 37.77 | -1.46 | 6.56 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | 0.86 | 25.78 | 9.74 | 14.44 | 13.04 | 13.59 | 10.37 | 8.50 | 0.64 | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA...R SHARES) | 0.26 | 6.58 | 0.81 | 3.89 | 5.01 | 6.10 | 5.39 | 5.14 | 0.16 | 5.75 | 13.92 | -16.49 | 7.97 | 11.63 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | Tactical Divi...Portfolio | NA | -1.02 | -0.42 | 0.16 | 0.44 | NA | NA | 0.89 | -0.07 | -1.00 | 0.27 | -0.39 | 2.28 | 0.40 | 2.68 | -0.21 | 2.75 | 0.88 | 0.14 | 1.28 | 3.09 | 1.52 | 0.62 | 1.64 | 3.06 | -0.36 | 0.44 | 2.01 | 0.28 | 1.15 | 4.85 | -0.44 | 0.91 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 0.85 | 0.91 | 0.82 | 0.67 | NA | NA | 0.46 | 0.62 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
| VSMGX (VANGUA...R SHARES) | NA | 0.41 | 0.43 | 0.32 | 0.41 | NA | NA | 0.48 | 1.18 | 0.24 | 1.25 | -1.25 | 1.01 | 0.59 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | Tactical Divi...Portfolio | NA | 10.84 | 10.75 | 13.12 | 11.00 | NA | NA | 9.51 | 5.53 | 10.84 | 7.77 | 13.00 | 8.03 | 21.18 | 7.45 | 10.09 | 4.80 | 8.25 | 10.25 | 7.67 | 7.42 | 7.93 | 13.70 | 9.69 | 8.40 | 7.13 | 10.25 | 6.85 | 7.03 | 7.87 | 7.65 | 5.79 | 4.69 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 19.55 | 17.05 | 17.37 | 18.46 | NA | NA | 18.09 | 22.85 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA...R SHARES) | NA | 11.32 | 10.38 | 10.35 | 10.54 | NA | NA | 11.51 | 11.70 | 8.97 | 8.31 | 14.38 | 7.89 | 19.14 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | Tactical Divi...Portfolio | NA | 14.82 | 14.82 | 24.50 | 24.50 | NA | NA | 24.50 | 0.68 | 14.24 | 7.56 | 11.62 | 4.02 | 24.50 | 2.95 | 10.59 | 2.32 | 5.06 | 7.68 | 4.51 | 4.96 | 5.89 | 11.52 | 8.30 | 4.12 | 7.29 | 6.66 | 5.26 | 4.60 | 6.34 | 4.49 | 6.25 | 4.14 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA...R SHARES) | NA | 13.03 | 13.03 | 23.77 | 23.77 | NA | NA | 41.18 | 9.62 | 7.07 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | Tactical Divi...Portfolio | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VSMGX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 01/08/2025, AR inception is 01/02/2001
Calculate Performance
Start date (MM/dd/yyyy)
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Tactical Dividend Stock Income Balanced Portfolio Historical Return Chart
Calculators
Dollar Cost Average Calculator for Tactical Dividend Stock Income Balanced Portfolio
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Retirement Spending Calculator for Tactical Dividend Stock Income Balanced Portfolio
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Rolling Returns
From 01/02/2001 to 01/08/2025, the worst annualized return of 3-year rolling returns for Tactical Dividend Stock Income Balanced Portfolio is
-0.63%.
From 01/02/2001 to 01/08/2025, the worst annualized return of 5-year rolling returns for Tactical Dividend Stock Income Balanced Portfolio is
4.78%.
From 01/02/2001 to 01/08/2025, the worst annualized return of 10-year rolling returns for Tactical Dividend Stock Income Balanced Portfolio is
6.56%.
From 01/02/2001 to 01/08/2025, the worst annualized return of 20-year rolling returns for Tactical Dividend Stock Income Balanced Portfolio is
9.21%.
Maximum Drawdown
Tactical Dividend Stock Income Balanced Portfolio Maximum Drawdown
Maximum Drawdowns Table
| Start Date | Trough Date | Full Recovered Date | Duration of drawdown (year) | Maximum Drawdown (%) |
|---|---|---|---|---|
| 2001-03 | 2001-04 | 2001-04 | 0.1 | 0.56% |
| 2001-10 | 2001-12 | 2002-01 | 0.3 | 1.95% |
| 2002-02 | 2002-07 | 2003-01 | 0.9 | 5.70% |
| 2003-06 | 2003-07 | 2003-07 | 0.1 | 0.39% |
| 2004-02 | 2004-05 | 2004-09 | 0.6 | 2.83% |
| 2004-12 | 2005-01 | 2005-01 | 0.1 | 1.67% |
| 2005-02 | 2005-04 | 2005-06 | 0.3 | 2.15% |
| 2005-09 | 2005-10 | 2005-10 | 0.1 | 1.31% |
| 2006-04 | 2006-06 | 2006-06 | 0.2 | 1.68% |
| 2007-01 | 2007-02 | 2007-03 | 0.2 | 0.76% |
| 2007-05 | 2007-07 | 2007-08 | 0.3 | 3.00% |
| 2007-10 | 2007-12 | 2007-12 | 0.2 | 1.83% |
| 2008-02 | 2008-03 | 2008-03 | 0.1 | 0.20% |
| 2008-04 | 2008-10 | 2009-04 | 1 | 6.09% |
| 2009-12 | 2010-01 | 2010-01 | 0.1 | 1.01% |
| 2010-04 | 2010-05 | 2010-08 | 0.3 | 6.24% |
| 2010-10 | 2010-11 | 2010-11 | 0.1 | 0.54% |
| 2011-05 | 2011-09 | 2011-11 | 0.5 | 7.52% |
| 2012-04 | 2012-05 | 2012-06 | 0.2 | 4.14% |
| 2012-09 | 2012-10 | 2012-11 | 0.2 | 0.62% |
| 2013-05 | 2013-06 | 2013-06 | 0.1 | 1.30% |
| 2013-07 | 2013-08 | 2013-08 | 0.1 | 2.20% |
| 2013-12 | 2014-01 | 2014-01 | 0.1 | 3.04% |
| 2014-06 | 2014-07 | 2014-07 | 0.1 | 1.47% |
| 2014-08 | 2014-09 | 2014-09 | 0.1 | 0.80% |
| 2014-11 | 2015-01 | 2015-01 | 0.2 | 2.02% |
| 2015-02 | 2015-06 | 2015-06 | 0.3 | 2.51% |
| 2015-07 | 2015-09 | 2015-09 | 0.2 | 5.09% |
| 2015-11 | 2016-01 | 2016-02 | 0.3 | 2.77% |
| 2016-08 | 2016-10 | 2016-12 | 0.3 | 3.16% |
| 2017-11 | 2017-12 | 2017-12 | 0.1 | 0.89% |
| 2018-01 | 2018-03 | 2018-07 | 0.5 | 4.74% |
| 2018-09 | 2018-12 | 2019-02 | 0.4 | 6.39% |
| 2019-04 | 2019-05 | 2019-05 | 0.1 | 1.52% |
| 2019-08 | 2019-10 | 2019-10 | 0.2 | 0.18% |
| 2020-01 | 2020-03 | 2020-07 | 0.5 | 12.49% |
| 2020-08 | 2020-10 | 2020-10 | 0.2 | 3.34% |
| 2020-12 | 2021-01 | 2021-02 | 0.2 | 2.65% |
| 2021-08 | 2021-09 | 2021-09 | 0.1 | 3.38% |
| 2021-10 | 2021-11 | 2021-11 | 0.1 | 1.88% |
| 2021-12 | 2022-09 | 2023-06 | 1.5 | 11.57% |
| 2023-07 | 2023-10 | 2023-11 | 0.3 | 5.31% |
| 2024-03 | 2024-04 | 2024-06 | 0.3 | 3.24% |
| 2024-08 | 2025-01 | 2025-01 | 0.4 | 13.14% |