AI stocks
Portfolio of AI stocks, companies that are involved in the development and application of artificial intelligence technology. These include companies specializing in hardware and software solutions for AI, to companies that use AI as a key part of their business operations and offerings.
Expense Ratio
- 0.00%
Dividend Yield
- 0.95%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
NVDA NVIDIA Corporation | Technology | 10% |
GOOG Alphabet Inc. | Communication Services | 10% |
AI C3.ai, Inc. | Technology | 10% |
MU Micron Technology, Inc. | 10% | |
MSFT Microsoft Corporation | Technology | 10% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 10% |
IBM International Business Machines Corporation | Technology | 10% |
PLTR Palantir Technologies Inc. | Technology | 10% |
AAPL Apple Inc. | Technology | 10% |
AYX Alteryx, Inc. | Technology | 10% |
Performance
The chart shows the growth of $10,000 invested in AI stocks in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $9,463 for a total return of roughly -5.37%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 23, 2023, the AI stocks returned 30.21% Year-To-Date and -3.41% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -3.20% | 2.84% | 4.19% | -12.48% | 3.23% | 3.23% |
| AI stocks | 2.53% | 33.33% | 21.95% | -10.36% | -2.40% | -2.40% |
| Portfolio components: | ||||||
NVDA NVIDIA Corporation | 27.15% | 86.09% | 105.13% | 2.61% | 38.71% | 38.71% |
GOOG Alphabet Inc. | 12.34% | 19.76% | 6.25% | -24.25% | 7.98% | 7.98% |
AI C3.ai, Inc. | 4.40% | 122.43% | 86.44% | 7.24% | -43.80% | -43.80% |
MU Micron Technology, Inc. | 3.95% | 22.73% | 22.97% | -21.87% | -6.04% | -6.04% |
MSFT Microsoft Corporation | 7.60% | 16.07% | 16.82% | -7.79% | 13.62% | 13.62% |
AMZN Amazon.com, Inc. | 1.55% | 17.51% | -16.73% | -40.14% | -18.02% | -18.02% |
IBM International Business Machines Corporation | -8.63% | -11.36% | 1.16% | 0.36% | 5.75% | 5.75% |
PLTR Palantir Technologies Inc. | -9.46% | 29.75% | 8.32% | -37.23% | -39.96% | -39.96% |
AAPL Apple Inc. | 4.18% | 22.51% | 3.72% | -5.29% | 13.07% | 13.07% |
AYX Alteryx, Inc. | -15.16% | 12.20% | -11.10% | -18.51% | -27.37% | -27.37% |
| Returns over 1 year are annualized | ||||||
Dividends
AI stocks granted a 0.95% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 0.95% | 0.75% | 0.65% | 0.75% | 0.82% | 1.08% | 0.87% | 0.95% | 1.10% | 1.03% | 1.04% | 0.82% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the AI stocks . A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the AI stocks is 43.94%, recorded on Dec 28, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.94% | Feb 10, 2021 | 475 | Dec 28, 2022 | — | — | — |
| -8.69% | Dec 23, 2020 | 9 | Jan 6, 2021 | 11 | Jan 22, 2021 | 20 |
| -2.74% | Jan 26, 2021 | 4 | Jan 29, 2021 | 4 | Feb 4, 2021 | 8 |
| -2.36% | Dec 11, 2020 | 2 | Dec 14, 2020 | 2 | Dec 16, 2020 | 4 |
Volatility Chart
Current AI stocks volatility is 15.33%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.