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Cloud Computing Stocks Portfolio

Last updated Nov 30, 2022

Portfolio consisting of companies positioned to profit from the increasing adoption of cloud computing technology.

Expense Ratio

Rank 1 of 54

0.00%
0.00%0.94%
Dividend Yield

Rank 49 of 54

0.62%
0.00%4.60%
10Y Annualized Return

Rank 4 of 54

22.69%
3.45%54.48%
Sharpe Ratio

Rank 51 of 54

-1.13
-1.210.45
Maximum Drawdown

Rank 53 of 54

-65.92%
-91.88%-19.55%

Cloud Computing Stocks PortfolioAsset Allocation


Cloud Computing Stocks PortfolioPerformance

The chart shows the growth of $10,000 invested in Cloud Computing Stocks Portfolio in May 2015 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $47,510 for a total return of roughly 375.10%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


-15.00%-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovember
-7.03%
-5.25%
Cloud Computing Stocks Portfolio
Benchmark (^GSPC)
Portfolio components

Cloud Computing Stocks PortfolioReturns

As of Nov 30, 2022, the Cloud Computing Stocks Portfolio returned -55.10% Year-To-Date and 22.69% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Benchmark1.45%-4.82%-16.96%-13.86%8.56%8.58%
Cloud Computing Stocks Portfolio-2.45%-3.10%-34.40%-35.40%18.66%23.03%
MSFT
Microsoft Corporation
2.18%-11.61%-27.87%-26.42%25.13%26.13%
AAPL
Apple Inc.
-9.20%-5.37%-20.04%-9.45%28.55%22.97%
ADSK
Autodesk, Inc.
-9.80%-7.66%-30.59%-23.21%12.31%17.64%
ADBE
Adobe Inc.
0.34%-23.69%-42.37%-50.64%13.09%20.47%
CRM
salesforce.com, inc.
-6.96%-8.13%-40.31%-46.63%7.95%10.23%
NFLX
Netflix, Inc.
-4.99%43.94%-53.36%-57.79%8.36%16.52%
GOOGL
Alphabet Inc.
-1.14%-15.25%-34.28%-33.05%12.93%17.76%
AMZN
Amazon.com, Inc.
-10.63%-19.74%-44.56%-47.26%9.76%21.34%
SHOP
Shopify Inc.
8.66%0.67%-73.03%-76.44%29.13%42.66%
IBM
International Business Machines Corporation
7.02%7.78%15.03%32.77%4.87%2.82%

Cloud Computing Stocks PortfolioSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Cloud Computing Stocks Portfolio Sharpe ratio is -1.13. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.20-1.00-0.80-0.60-0.40-0.200.00JulyAugustSeptemberOctoberNovember
-0.98
-0.63
Cloud Computing Stocks Portfolio
Benchmark (^GSPC)
Portfolio components

Cloud Computing Stocks PortfolioDividends

Cloud Computing Stocks Portfolio granted a 0.62% dividend yield in the last twelve months.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

0.62%0.62%0.73%0.78%1.03%0.84%0.90%0.97%0.84%0.83%0.75%0.56%0.51%

Cloud Computing Stocks PortfolioDrawdowns Chart

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


-40.00%-30.00%-20.00%-10.00%0.00%2022FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovember
-39.02%
-17.49%
Cloud Computing Stocks Portfolio
Benchmark (^GSPC)
Portfolio components

Cloud Computing Stocks PortfolioWorst Drawdowns

The table below shows the maximum drawdowns of the Cloud Computing Stocks Portfolio. 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 Cloud Computing Stocks Portfolio is 44.98%, recorded on Oct 11, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.98%Nov 22, 2021223Oct 11, 2022
-29.48%Feb 20, 202018Mar 16, 202039May 11, 202057
-27.3%Oct 2, 201858Dec 24, 201859Mar 21, 2019117
-22.69%Dec 7, 201544Feb 9, 2016117Jul 27, 2016161
-14.48%Sep 3, 202014Sep 23, 202081Jan 20, 202195
-14.2%Aug 18, 20155Aug 24, 201546Oct 28, 201551
-12.17%Feb 17, 202114Mar 8, 202125Apr 13, 202139
-11.01%Mar 12, 201815Apr 2, 201828May 10, 201843
-10.18%May 6, 201920Jun 3, 201912Jun 19, 201932
-9.29%Jan 29, 20189Feb 8, 20187Feb 20, 201816

Cloud Computing Stocks PortfolioVolatility Chart

Current Cloud Computing Stocks Portfolio volatility is 25.85%. 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.


10.00%20.00%30.00%40.00%50.00%60.00%70.00%JulyAugustSeptemberOctoberNovember
17.75%
13.39%
Cloud Computing Stocks Portfolio
Benchmark (^GSPC)
Portfolio components