SuperTech
Expense Ratio
- 0.00%
Dividend Yield
- 3.08%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
MSFT Microsoft Corporation | Technology | 20% |
META Meta Platforms, Inc. | Communication Services | 20% |
NVDA NVIDIA Corporation | Technology | 20% |
GOOG Alphabet Inc. | Communication Services | 20% |
BHP BHP Group | Basic Materials | 20% |
Performance
The chart shows the growth of $10,000 invested in SuperTech in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $83,014 for a total return of roughly 730.14%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 18, 2023, the SuperTech returned 32.81% Year-To-Date and 26.70% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -5.31% | 2.01% | 0.39% | -10.12% | 7.32% | 8.50% |
| SuperTech | 4.53% | 32.81% | 31.79% | 0.96% | 21.62% | 26.70% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 2.92% | 16.81% | 14.48% | -4.15% | 25.66% | 26.14% |
META Meta Platforms, Inc. | 8.99% | 62.55% | 30.80% | -3.94% | 1.11% | 14.23% |
NVDA NVIDIA Corporation | 12.01% | 76.06% | 99.06% | 5.12% | 32.94% | 57.44% |
GOOG Alphabet Inc. | 7.91% | 15.47% | -1.39% | -23.36% | 12.54% | 15.42% |
BHP BHP Group | -11.72% | -4.45% | 14.72% | 10.88% | 18.08% | 7.61% |
| Returns over 1 year are annualized | ||||||
Dividends
SuperTech granted a 3.08% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 3.08% | 2.35% | 2.74% | 1.27% | 2.90% | 2.09% | 1.74% | 1.23% | 4.33% | 3.02% | 2.47% | 2.15% |
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 SuperTech. 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 SuperTech is 44.20%, recorded on Nov 3, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.2% | Dec 28, 2021 | 216 | Nov 3, 2022 | — | — | — |
| -32.74% | Feb 20, 2020 | 18 | Mar 16, 2020 | 46 | May 20, 2020 | 64 |
| -26.97% | Jul 26, 2018 | 105 | Dec 24, 2018 | 81 | Apr 23, 2019 | 186 |
| -15.4% | Dec 30, 2015 | 14 | Jan 20, 2016 | 41 | Mar 18, 2016 | 55 |
| -14.4% | Sep 3, 2020 | 14 | Sep 23, 2020 | 51 | Dec 4, 2020 | 65 |
| -14.14% | Apr 26, 2019 | 26 | Jun 3, 2019 | 28 | Jul 12, 2019 | 54 |
| -12.88% | Aug 11, 2015 | 11 | Aug 25, 2015 | 29 | Oct 6, 2015 | 40 |
| -11.78% | Sep 9, 2014 | 98 | Jan 28, 2015 | 60 | Apr 24, 2015 | 158 |
| -11.54% | Jan 29, 2018 | 42 | Mar 28, 2018 | 30 | May 10, 2018 | 72 |
| -11.22% | Aug 31, 2021 | 24 | Oct 4, 2021 | 22 | Nov 3, 2021 | 46 |
Volatility Chart
Current SuperTech volatility is 36.00%. 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.