TechStocks

Last updated Sep 22, 2023

Asset Allocation

Position	Category/Sector	Weight
AAPL Apple Inc.	Technology	3.03%
MSFT		3.03%
NVDA		3.03%
TSLA		3.03%
FSLR First Solar, Inc.	Technology	3.03%
CRWD CrowdStrike Holdings, Inc.	Technology	3.03%
ADSK Autodesk, Inc.	Technology	3.03%
GOOG Alphabet Inc.	Communication Services	3.03%
ABB ABB Ltd	Industrials	3.03%
ISRG Intuitive Surgical, Inc.	Healthcare	3.03%
LRN Stride, Inc.	Consumer Defensive	3.03%
LRCX Lam Research Corporation	Technology	3.03%
TRU		3.03%
MCHP Microchip Technology Incorporated	Technology	3.03%
PII		3.03%
BIIB Biogen Inc.	Healthcare	3.03%
BRK-B Berkshire Hathaway Inc.	Financial Services	3.03%
FTNT Fortinet, Inc.	Technology	3.03%
BLK BlackRock, Inc.	Financial Services	3.03%
META		3.03%
ALLE Allegion plc	Industrials	3.03%
VEEV		3.03%
ZBH		3.03%
TER		3.03%
ECL Ecolab Inc.	Basic Materials	3.03%
TYL		3.03%
CMCSA Comcast Corporation	Communication Services	3.03%
DIS The Walt Disney Company	Communication Services	3.03%
OTIS		3.03%
MDT		3.03%
MAS Masco Corporation	Industrials	3.03%
EMR Emerson Electric Co.	Industrials	3.03%
MPWR		3.03%

Benchmark

Rebalance portfolio

Performance

The chart shows the growth of an initial investment of $10,000 in TechStocks, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly

TechStocks

Benchmark (^GSPC)

Portfolio components

Returns

	1 month	6 months	Year-To-Date	1 year	5 years (annualized)	10 years (annualized)
Benchmark	-1.31%	9.66%	12.78%	14.25%	18.21%	N/A
TechStocks	-1.00%	10.77%	28.39%	28.76%	29.47%	N/A
Portfolio components:
AAPL Apple Inc.	-1.86%	9.74%	34.44%	13.82%	35.60%	N/A
MSFT	-0.91%	15.58%	34.15%	35.01%	27.03%	N/A
NVDA	-10.18%	50.88%	180.77%	209.49%	79.25%	N/A
TSLA	9.65%	33.02%	107.58%	-14.99%	87.03%	N/A
FSLR First Solar, Inc.	-5.81%	-20.91%	10.98%	22.62%	58.01%	N/A
CRWD CrowdStrike Holdings, Inc.	6.70%	20.80%	54.36%	-3.97%	47.40%	N/A
ADSK Autodesk, Inc.	1.73%	1.45%	9.20%	6.05%	9.34%	N/A
GOOG Alphabet Inc.	1.29%	23.62%	48.04%	31.35%	27.70%	N/A
ABB ABB Ltd	0.00%	24.19%	36.09%	56.19%	34.99%	N/A
ISRG Intuitive Surgical, Inc.	-0.98%	16.31%	7.16%	45.79%	23.41%	N/A
LRN Stride, Inc.	9.22%	16.47%	41.98%	8.19%	30.64%	N/A
LRCX Lam Research Corporation	-8.19%	17.25%	46.60%	55.14%	40.44%	N/A
TRU	-3.40%	27.53%	30.35%	13.99%	7.18%	N/A
MCHP Microchip Technology Incorporated	-5.16%	-6.61%	9.88%	19.77%	32.04%	N/A
PII	-5.19%	-0.45%	5.24%	1.86%	24.33%	N/A
BIIB Biogen Inc.	-1.54%	-2.35%	-6.50%	29.89%	-2.99%	N/A
BRK-B Berkshire Hathaway Inc.	3.63%	21.75%	17.60%	34.18%	23.24%	N/A
FTNT Fortinet, Inc.	0.79%	-7.07%	20.23%	18.03%	41.93%	N/A
BLK BlackRock, Inc.	1.18%	4.12%	-3.54%	13.18%	18.94%	N/A
META	2.83%	44.77%	145.75%	108.08%	20.66%	N/A
ALLE Allegion plc	-3.25%	2.37%	-0.12%	15.80%	4.26%	N/A
VEEV	8.51%	16.73%	25.91%	21.82%	9.54%	N/A
ZBH	1.77%	-5.39%	-7.28%	7.72%	10.04%	N/A
TER	-6.85%	-10.96%	9.80%	18.59%	22.96%	N/A
ECL Ecolab Inc.	-4.40%	10.24%	19.34%	14.86%	3.31%	N/A
TYL	2.31%	19.14%	19.19%	9.39%	11.29%	N/A
CMCSA Comcast Corporation	0.29%	28.93%	33.65%	44.19%	9.69%	N/A
DIS The Walt Disney Company	-3.57%	-13.67%	-4.78%	-20.82%	-3.85%	N/A
OTIS	-2.44%	1.63%	4.54%	22.59%	19.66%	N/A
MDT	-3.89%	4.54%	5.24%	-2.98%	3.10%	N/A
MAS Masco Corporation	-4.49%	11.89%	16.67%	15.07%	17.25%	N/A
EMR Emerson Electric Co.	0.43%	17.49%	2.25%	29.09%	26.58%	N/A
MPWR	-12.03%	-13.40%	25.03%	9.93%	36.88%	N/A
Returns over 1 year are annualized

Asset Correlations Table

The table below shows the correlation coefficients between the assets in the portfolio.

	LRN	BIIB	FSLR	CRWD	TSLA	MDT	PII	ZBH	OTIS	CMCSA	BRK-B	EMR	VEEV	ALLE	ABB	DIS	MAS	META	FTNT	TYL	ECL	AAPL	TRU	NVDA	GOOG	LRCX	ISRG	BLK	MPWR	MSFT	MCHP	TER	ADSK
LRN	1.00	0.20	0.20	0.21	0.22	0.15	0.21	0.18	0.17	0.14	0.15	0.21	0.28	0.16	0.21	0.16	0.19	0.22	0.24	0.23	0.16	0.23	0.23	0.26	0.22	0.24	0.23	0.21	0.27	0.24	0.24	0.26	0.22
BIIB	0.20	1.00	0.27	0.25	0.27	0.33	0.30	0.33	0.29	0.34	0.34	0.32	0.33	0.30	0.31	0.30	0.29	0.33	0.36	0.36	0.32	0.39	0.32	0.36	0.35	0.37	0.41	0.34	0.36	0.41	0.38	0.39	0.36
FSLR	0.20	0.27	1.00	0.31	0.40	0.22	0.34	0.28	0.27	0.24	0.27	0.31	0.35	0.27	0.34	0.31	0.31	0.32	0.33	0.35	0.29	0.36	0.35	0.39	0.33	0.42	0.37	0.37	0.45	0.35	0.43	0.44	0.44
CRWD	0.21	0.25	0.31	1.00	0.44	0.19	0.25	0.24	0.25	0.21	0.15	0.15	0.58	0.22	0.28	0.33	0.26	0.40	0.63	0.56	0.24	0.43	0.36	0.53	0.41	0.39	0.44	0.34	0.51	0.49	0.39	0.43	0.55
TSLA	0.22	0.27	0.40	0.44	1.00	0.24	0.33	0.26	0.22	0.29	0.22	0.22	0.45	0.25	0.35	0.37	0.29	0.41	0.45	0.44	0.30	0.52	0.35	0.52	0.45	0.45	0.41	0.38	0.53	0.48	0.47	0.49	0.50
MDT	0.15	0.33	0.22	0.19	0.24	1.00	0.36	0.66	0.41	0.51	0.55	0.51	0.31	0.50	0.42	0.48	0.42	0.35	0.33	0.36	0.55	0.37	0.49	0.28	0.40	0.30	0.60	0.48	0.30	0.40	0.36	0.34	0.42
PII	0.21	0.30	0.34	0.25	0.33	0.36	1.00	0.39	0.43	0.40	0.48	0.53	0.32	0.50	0.47	0.50	0.53	0.35	0.31	0.33	0.45	0.40	0.46	0.36	0.39	0.43	0.35	0.52	0.42	0.36	0.45	0.45	0.42
ZBH	0.18	0.33	0.28	0.24	0.26	0.66	0.39	1.00	0.39	0.46	0.51	0.49	0.33	0.47	0.41	0.49	0.43	0.36	0.33	0.38	0.52	0.36	0.50	0.30	0.38	0.33	0.58	0.49	0.36	0.38	0.41	0.37	0.44
OTIS	0.17	0.29	0.27	0.25	0.22	0.41	0.43	0.39	1.00	0.37	0.53	0.56	0.29	0.61	0.51	0.43	0.51	0.34	0.35	0.39	0.52	0.40	0.50	0.34	0.38	0.40	0.42	0.52	0.39	0.40	0.42	0.42	0.45
CMCSA	0.14	0.34	0.24	0.21	0.29	0.51	0.40	0.46	0.37	1.00	0.53	0.45	0.31	0.47	0.42	0.57	0.45	0.46	0.33	0.36	0.51	0.42	0.51	0.36	0.45	0.41	0.49	0.49	0.38	0.43	0.46	0.39	0.42
BRK-B	0.15	0.34	0.27	0.15	0.22	0.55	0.48	0.51	0.53	0.53	1.00	0.68	0.22	0.58	0.54	0.55	0.50	0.34	0.29	0.27	0.60	0.43	0.52	0.33	0.44	0.40	0.45	0.64	0.34	0.39	0.45	0.40	0.39
EMR	0.21	0.32	0.31	0.15	0.22	0.51	0.53	0.49	0.56	0.45	0.68	1.00	0.23	0.64	0.60	0.53	0.53	0.31	0.33	0.28	0.59	0.37	0.51	0.33	0.42	0.45	0.44	0.61	0.39	0.37	0.51	0.47	0.43
VEEV	0.28	0.33	0.35	0.58	0.45	0.31	0.32	0.33	0.29	0.31	0.22	0.23	1.00	0.33	0.36	0.36	0.39	0.53	0.59	0.65	0.40	0.53	0.44	0.60	0.51	0.46	0.58	0.44	0.59	0.58	0.48	0.51	0.65
ALLE	0.16	0.30	0.27	0.22	0.25	0.50	0.50	0.47	0.61	0.47	0.58	0.64	0.33	1.00	0.54	0.52	0.63	0.36	0.37	0.41	0.61	0.43	0.61	0.35	0.39	0.47	0.47	0.60	0.42	0.42	0.49	0.49	0.49
ABB	0.21	0.31	0.34	0.28	0.35	0.42	0.47	0.41	0.51	0.42	0.54	0.60	0.36	0.54	1.00	0.47	0.52	0.39	0.40	0.39	0.57	0.46	0.52	0.43	0.47	0.50	0.47	0.61	0.47	0.45	0.52	0.51	0.48
DIS	0.16	0.30	0.31	0.33	0.37	0.48	0.50	0.49	0.43	0.57	0.55	0.53	0.36	0.52	0.47	1.00	0.45	0.48	0.40	0.42	0.57	0.44	0.57	0.43	0.51	0.44	0.49	0.58	0.44	0.46	0.49	0.46	0.51
MAS	0.19	0.29	0.31	0.26	0.29	0.42	0.53	0.43	0.51	0.45	0.50	0.53	0.39	0.63	0.52	0.45	1.00	0.42	0.41	0.44	0.58	0.45	0.60	0.43	0.43	0.51	0.46	0.58	0.48	0.45	0.51	0.53	0.52
META	0.22	0.33	0.32	0.40	0.41	0.35	0.35	0.36	0.34	0.46	0.34	0.31	0.53	0.36	0.39	0.48	0.42	1.00	0.49	0.53	0.41	0.60	0.47	0.59	0.69	0.53	0.52	0.49	0.55	0.64	0.52	0.53	0.58
FTNT	0.24	0.36	0.33	0.63	0.45	0.33	0.31	0.33	0.35	0.33	0.29	0.33	0.59	0.37	0.40	0.40	0.41	0.49	1.00	0.63	0.43	0.57	0.51	0.62	0.55	0.53	0.60	0.50	0.62	0.64	0.54	0.56	0.64
TYL	0.23	0.36	0.35	0.56	0.44	0.36	0.33	0.38	0.39	0.36	0.27	0.28	0.65	0.41	0.39	0.42	0.44	0.53	0.63	1.00	0.48	0.57	0.54	0.60	0.54	0.51	0.60	0.48	0.59	0.62	0.51	0.56	0.67
ECL	0.16	0.32	0.29	0.24	0.30	0.55	0.45	0.52	0.52	0.51	0.60	0.59	0.40	0.61	0.57	0.57	0.58	0.41	0.43	0.48	1.00	0.46	0.61	0.40	0.50	0.44	0.56	0.61	0.42	0.50	0.49	0.46	0.53
AAPL	0.23	0.39	0.36	0.43	0.52	0.37	0.40	0.36	0.40	0.42	0.43	0.37	0.53	0.43	0.46	0.44	0.45	0.60	0.57	0.57	0.46	1.00	0.48	0.64	0.67	0.58	0.59	0.51	0.60	0.75	0.57	0.60	0.60
TRU	0.23	0.32	0.35	0.36	0.35	0.49	0.46	0.50	0.50	0.51	0.52	0.51	0.44	0.61	0.52	0.57	0.60	0.47	0.51	0.54	0.61	0.48	1.00	0.46	0.52	0.51	0.60	0.61	0.50	0.54	0.50	0.54	0.58
NVDA	0.26	0.36	0.39	0.53	0.52	0.28	0.36	0.30	0.34	0.36	0.33	0.33	0.60	0.35	0.43	0.43	0.43	0.59	0.62	0.60	0.40	0.64	0.46	1.00	0.62	0.70	0.57	0.53	0.76	0.70	0.68	0.70	0.64
GOOG	0.22	0.35	0.33	0.41	0.45	0.40	0.39	0.38	0.38	0.45	0.44	0.42	0.51	0.39	0.47	0.51	0.43	0.69	0.55	0.54	0.50	0.67	0.52	0.62	1.00	0.56	0.59	0.55	0.58	0.76	0.56	0.57	0.62
LRCX	0.24	0.37	0.42	0.39	0.45	0.30	0.43	0.33	0.40	0.41	0.40	0.45	0.46	0.47	0.50	0.44	0.51	0.53	0.53	0.51	0.44	0.58	0.51	0.70	0.56	1.00	0.52	0.56	0.76	0.60	0.79	0.85	0.59
ISRG	0.23	0.41	0.37	0.44	0.41	0.60	0.35	0.58	0.42	0.49	0.45	0.44	0.58	0.47	0.47	0.49	0.46	0.52	0.60	0.60	0.56	0.59	0.60	0.57	0.59	0.52	1.00	0.57	0.55	0.66	0.54	0.57	0.64
BLK	0.21	0.34	0.37	0.34	0.38	0.48	0.52	0.49	0.52	0.49	0.64	0.61	0.44	0.60	0.61	0.58	0.58	0.49	0.50	0.48	0.61	0.51	0.61	0.53	0.55	0.56	0.57	1.00	0.53	0.55	0.57	0.57	0.60
MPWR	0.27	0.36	0.45	0.51	0.53	0.30	0.42	0.36	0.39	0.38	0.34	0.39	0.59	0.42	0.47	0.44	0.48	0.55	0.62	0.59	0.42	0.60	0.50	0.76	0.58	0.76	0.55	0.53	1.00	0.63	0.79	0.78	0.67
MSFT	0.24	0.41	0.35	0.49	0.48	0.40	0.36	0.38	0.40	0.43	0.39	0.37	0.58	0.42	0.45	0.46	0.45	0.64	0.64	0.62	0.50	0.75	0.54	0.70	0.76	0.60	0.66	0.55	0.63	1.00	0.58	0.61	0.67
MCHP	0.24	0.38	0.43	0.39	0.47	0.36	0.45	0.41	0.42	0.46	0.45	0.51	0.48	0.49	0.52	0.49	0.51	0.52	0.54	0.51	0.49	0.57	0.50	0.68	0.56	0.79	0.54	0.57	0.79	0.58	1.00	0.80	0.62
TER	0.26	0.39	0.44	0.43	0.49	0.34	0.45	0.37	0.42	0.39	0.40	0.47	0.51	0.49	0.51	0.46	0.53	0.53	0.56	0.56	0.46	0.60	0.54	0.70	0.57	0.85	0.57	0.57	0.78	0.61	0.80	1.00	0.64
ADSK	0.22	0.36	0.44	0.55	0.50	0.42	0.42	0.44	0.45	0.42	0.39	0.43	0.65	0.49	0.48	0.51	0.52	0.58	0.64	0.67	0.53	0.60	0.58	0.64	0.62	0.59	0.64	0.60	0.67	0.67	0.62	0.64	1.00

Sharpe Ratio

The current TechStocks Sharpe ratio is 1.16. A Sharpe ratio greater than 1.0 is considered acceptable.

The Sharpe ratio of TechStocks is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.

TechStocks

Benchmark (^GSPC)

Portfolio components

Dividend yield

TechStocks granted a 0.92% dividend yield in the last twelve months.

	TTM	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012
TechStocks	0.92%	0.97%	0.69%	0.75%	0.85%	1.20%	0.87%	1.11%	1.21%	1.06%	0.95%	1.31%
Portfolio components:
AAPL Apple Inc.	0.54%	0.70%	0.49%	0.62%	1.06%	1.86%	1.54%	2.07%	2.12%	1.87%	2.40%	1.16%
MSFT	0.85%	1.07%	0.69%	0.96%	1.24%	1.78%	1.99%	2.59%	2.61%	2.86%	3.07%	3.79%
NVDA	0.04%	0.11%	0.05%	0.12%	0.27%	0.46%	0.30%	0.46%	1.23%	1.77%	2.06%	0.66%
TSLA	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FSLR First Solar, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CRWD CrowdStrike Holdings, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ADSK Autodesk, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
GOOG Alphabet Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ABB ABB Ltd	2.28%	2.96%	2.42%	3.20%	3.71%	5.01%	3.48%	4.51%	5.64%	5.10%	3.85%	4.93%
ISRG Intuitive Surgical, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
LRN Stride, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
LRCX Lam Research Corporation	1.18%	1.55%	0.80%	1.07%	1.62%	2.99%	1.10%	1.42%	1.53%	0.78%	0.00%	0.00%
TRU	0.57%	0.71%	0.31%	0.31%	0.36%	0.40%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MCHP Microchip Technology Incorporated	1.94%	1.67%	1.01%	1.11%	1.48%	2.17%	1.80%	2.50%	3.52%	3.72%	3.85%	5.43%
PII	2.48%	2.58%	2.39%	2.77%	2.62%	3.51%	2.15%	3.14%	2.97%	1.55%	1.43%	2.22%
BIIB Biogen Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BRK-B Berkshire Hathaway Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FTNT Fortinet, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BLK BlackRock, Inc.	2.97%	2.82%	1.90%	2.16%	2.89%	3.47%	2.26%	2.86%	3.12%	2.70%	2.72%	3.81%
META	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ALLE Allegion plc	1.69%	1.58%	1.12%	1.14%	0.91%	1.12%	0.86%	0.81%	0.66%	0.63%	0.00%	0.00%
VEEV	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ZBH	0.81%	0.76%	0.76%	0.63%	0.66%	0.96%	0.83%	0.98%	0.91%	0.83%	0.93%	1.18%
TER	0.46%	0.51%	0.25%	0.34%	0.54%	1.17%	0.69%	0.98%	1.22%	0.97%	0.00%	0.00%
ECL Ecolab Inc.	1.23%	1.43%	0.85%	0.90%	1.00%	1.21%	1.21%	1.30%	1.28%	1.22%	1.03%	1.30%
TYL	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CMCSA Comcast Corporation	2.45%	3.10%	2.04%	1.84%	1.53%	2.99%	1.34%	2.25%	2.03%	1.39%	1.82%	2.15%
DIS The Walt Disney Company	0.00%	0.00%	0.00%	0.00%	1.22%	1.59%	1.55%	1.49%	1.38%	1.31%	1.22%	1.66%
OTIS	1.56%	1.43%	1.08%	0.92%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MDT	4.25%	3.49%	2.50%	2.08%	2.05%	2.41%	2.56%	2.74%	2.24%	2.02%	2.38%	3.91%
MAS Masco Corporation	2.12%	2.44%	1.25%	1.30%	1.10%	1.61%	1.01%	1.35%	1.36%	1.49%	1.52%	2.11%
EMR Emerson Electric Co.	2.16%	2.19%	2.27%	2.66%	2.83%	3.68%	3.21%	4.10%	4.91%	3.68%	3.14%	4.14%
MPWR	0.79%	0.85%	0.49%	0.56%	0.92%	1.07%	0.75%	1.03%	1.34%	0.98%	0.00%	4.91%

Expense Ratio

The TechStocks has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Ulcer Index
AAPL Apple Inc.	0.41
MSFT	N/A
NVDA	N/A
TSLA	N/A
FSLR First Solar, Inc.	0.40
CRWD CrowdStrike Holdings, Inc.	-0.15
ADSK Autodesk, Inc.	0.10
GOOG Alphabet Inc.	0.84
ABB ABB Ltd	N/A
ISRG Intuitive Surgical, Inc.	1.29
LRN Stride, Inc.	0.16
LRCX Lam Research Corporation	1.20
TRU	N/A
MCHP Microchip Technology Incorporated	0.49
PII	N/A
BIIB Biogen Inc.	0.53
BRK-B Berkshire Hathaway Inc.	1.75
FTNT Fortinet, Inc.	0.35
BLK BlackRock, Inc.	0.37
META	N/A
ALLE Allegion plc	0.53
VEEV	N/A
ZBH	N/A
TER	N/A
ECL Ecolab Inc.	0.42
TYL	N/A
CMCSA Comcast Corporation	1.52
DIS The Walt Disney Company	-0.70
OTIS	N/A
MDT	N/A
MAS Masco Corporation	0.41
EMR Emerson Electric Co.	1.12
MPWR	N/A

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

TechStocks

Benchmark (^GSPC)

Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the TechStocks. 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 TechStocks is 32.58%, recorded on Oct 14, 2022. It took 185 trading sessions for the portfolio to recover.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-32.58%	Nov 9, 2021	235	Oct 14, 2022	185	Jul 13, 2023	420
-11.56%	Sep 3, 2020	14	Sep 23, 2020	32	Nov 6, 2020	46
-8.94%	Feb 16, 2021	15	Mar 8, 2021	19	Apr 5, 2021	34
-8.33%	Jul 19, 2023	46	Sep 21, 2023	—	—	—
-8.07%	Aug 31, 2021	24	Oct 4, 2021	20	Nov 1, 2021	44

Volatility Chart

The current TechStocks volatility is 4.42%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

TechStocks

Benchmark (^GSPC)

Portfolio components