Tech and Gold
Expense Ratio
- 0.19%
Dividend Yield
- 0.54%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
IAU iShares Gold Trust | Precious Metals, Gold | 51% |
XLK Technology Select Sector SPDR Fund | Technology Equities | 49% |
Performance
The chart shows the growth of $10,000 invested in Tech and Gold in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $70,993 for a total return of roughly 609.93%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 22, 2023, the Tech and Gold returned 11.36% Year-To-Date and 10.53% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -1.87% | 4.25% | 2.64% | -10.31% | 8.11% | 9.92% |
| Tech and Gold | 4.53% | 11.36% | 14.16% | -2.02% | 13.36% | 10.53% |
| Portfolio components: | ||||||
XLK Technology Select Sector SPDR Fund | 3.71% | 16.53% | 12.35% | -5.58% | 17.72% | 18.71% |
IAU iShares Gold Trust | 5.35% | 6.39% | 15.80% | 0.82% | 7.63% | 1.70% |
| Returns over 1 year are annualized | ||||||
Dividends
Tech and Gold granted a 0.54% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 0.54% | 0.51% | 0.32% | 0.46% | 0.58% | 0.82% | 0.71% | 0.92% | 0.96% | 0.96% | 0.95% | 0.99% |
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 Tech and Gold. 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 Tech and Gold is 33.92%, recorded on Nov 20, 2008. It took 223 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.92% | May 20, 2008 | 130 | Nov 20, 2008 | 223 | Oct 12, 2009 | 353 |
| -21.76% | Dec 28, 2021 | 202 | Oct 14, 2022 | — | — | — |
| -19.18% | Feb 20, 2020 | 22 | Mar 20, 2020 | 40 | May 18, 2020 | 62 |
| -17.49% | Sep 24, 2012 | 190 | Jun 27, 2013 | 393 | Jan 20, 2015 | 583 |
| -15.84% | May 11, 2006 | 23 | Jun 13, 2006 | 159 | Jan 31, 2007 | 182 |
| -10.61% | Jan 23, 2015 | 149 | Aug 25, 2015 | 131 | Mar 3, 2016 | 280 |
| -9.88% | Jun 15, 2018 | 133 | Dec 24, 2018 | 36 | Feb 15, 2019 | 169 |
| -9.08% | Dec 3, 2009 | 43 | Feb 4, 2010 | 44 | Apr 9, 2010 | 87 |
| -9% | Nov 9, 2011 | 26 | Dec 15, 2011 | 30 | Jan 31, 2012 | 56 |
| -8.85% | Sep 2, 2020 | 15 | Sep 23, 2020 | 69 | Dec 31, 2020 | 84 |
Volatility Chart
Current Tech and Gold volatility is 24.15%. 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.