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MyPlanIQ Advanced Investors Advanced Strategies P PDP 50 SPLV 50

P PDP 50 SPLV 50

live (public) 0.92% March 27

This portfolio consists of 50% PDP and 50% SPLV, based on an article Relative Strength and Low Volatility Portfolio on alletf.com. It rebalances annually.

Holdings (As of 03/27/2024)
Asset Fund in this portfolio Price change* Percentage
asset1 PDP (Invesco DWA Momentum ETF) 0.47% 52.31%
asset2 SPLV (Invesco S&P 500® Low Volatility ETF) 1.42% 47.69%

* Day change on 03/27/2024.

Monthly Holding Date: Total Transaction Times So Far:
Previous Next
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Holdings

Transactions

Performance (As of 03/27/2024)

Since 06/01/2011

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
P PDP 50 SPLV 50 10.5% 22.5% 6.5% 10.4% 10.3%
VFINX (Vanguard (S&P 500) Index) 10.8% 34.6% 11.4% 15.3% 13.0% 15.4%
VBINX (Vanguard Balance (60% stocks/40% bonds) 6.7% 21.5% 5.0% 9.0% 8.2% 10.3%

*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
06/01/2011
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return(%) 0.8 10.5 22.5 6.5 10.4 10.3 11.2 10.7 -14.7 16.5 17.6 30.5 -3.5 19.3 6.5 2.8 14.5 27.4 14.1 -1.0
Sharpe Ratio NA 0.97 1.73 0.28 0.43 0.55 0.63 0.54 -0.77 1.2 0.5 2.65 -0.32 2.8 0.53 0.18 1.27 2.41 1.32 -0.04
Draw Down(%) NA 1.6 10.0 21.6 35.3 35.3 35.3 10.0 21.6 8.5 35.3 4.6 18.0 2.4 8.7 10.6 6.4 7.2 6.5 16.7
Standard Deviation(%) NA 9.9 10.8 15.4 20.4 16.8 16.5 12.0 20.9 13.7 34.6 11.0 15.1 6.7 11.7 15.0 11.4 11.4 10.7 24.7
Treynor Ratio NA 0.12 0.23 0.05 0.1 0.14 0.2 0.08 -0.2 0.17 0.18 0.39 -0.31 -1.01 3.34 -0.24 6.0 -3.96 3.07 0.12
Alpha NA 0.03 -0.01 -0.01 -0.01 0.01 0.02 -0.03 0.0 -0.03 0.01 0.03 -0.01 0.08 0.03 0.02 0.05 0.11 0.05 0.0
Beta NA 0.82 0.83 0.83 0.9 0.66 0.52 0.82 0.81 0.96 0.96 0.75 0.16 -0.18 0.02 -0.12 0.02 -0.07 0.05 -0.08
RSquared NA 0.84 0.79 0.86 0.88 0.49 0.31 0.8 0.89 0.84 0.93 0.73 0.03 0.03 0.0 0.01 0.0 0.0 0.0 0.01
Sortino Ratio NA 1.67 2.59 0.4 0.58 0.75 0.86 0.77 -1.04 1.69 0.67 3.9 -0.41 4.4 0.74 0.25 1.78 3.65 1.93 -0.05
Yield(%) N/A 0.31 1.46 1.28 1.49 1.32 1.47 1.48 1.18 1.38 1.11 1.5 0.73 0.37 1.82 1.56 1.37 1.73 2.13 1.01

*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2011

Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 06/01/2011 when all charts have data
Strategies
Rebalancing Strategy    Fixed Time Interval Rebalancing

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