Cloud Computing Stocks Portfolio
Portfolio consisting of companies positioned to profit from the increasing adoption of cloud computing technology.
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
MSFT Microsoft Corporation | Technology | 10% |
AAPL Apple Inc. | Technology | 10% |
ADSK Autodesk, Inc. | Technology | 10% |
ADBE Adobe Inc | Technology | 10% |
CRM salesforce.com, inc. | Technology | 10% |
NFLX Netflix, Inc. | Communication Services | 10% |
GOOGL Alphabet Inc. | Communication Services | 10% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 10% |
SHOP Shopify Inc. | Technology | 10% |
IBM International Business Machines Corporation | Technology | 10% |
Performance
The chart shows the growth of $10,000 invested in Cloud Computing Stocks Portfolio in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $53,950 for a total return of roughly 439.50%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 30, 2023, the Cloud Computing Stocks Portfolio returned 18.11% Year-To-Date and 23.97% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 1.46% | 4.90% | 10.43% | -11.97% | 8.82% | 8.45% |
| Cloud Computing Stocks Portfolio | 10.49% | 18.11% | 22.26% | -11.85% | 18.12% | 23.97% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 12.56% | 17.26% | 19.29% | -8.83% | 26.68% | 27.44% |
AAPL Apple Inc. | 9.58% | 23.92% | 6.27% | -7.89% | 32.14% | 23.99% |
ADSK Autodesk, Inc. | 3.44% | 6.58% | 5.96% | -7.54% | 9.68% | 17.16% |
ADBE Adobe Inc | 18.29% | 12.67% | 36.60% | -15.74% | 11.92% | 21.83% |
CRM salesforce.com, inc. | 21.23% | 48.31% | 32.07% | -8.66% | 11.09% | 13.48% |
NFLX Netflix, Inc. | 4.69% | 12.60% | 47.99% | -12.28% | 2.37% | 18.27% |
GOOGL Alphabet Inc. | 13.76% | 14.92% | 3.99% | -28.32% | 14.37% | 17.91% |
AMZN Amazon.com, Inc. | 7.22% | 19.35% | -12.38% | -40.68% | 6.75% | 21.62% |
SHOP Shopify Inc. | 14.60% | 34.54% | 67.68% | -33.44% | 30.30% | 44.73% |
IBM International Business Machines Corporation | -0.66% | -6.80% | 9.14% | 3.58% | 2.41% | 1.28% |
| Returns over 1 year are annualized | ||||||
Dividends
Cloud Computing Stocks Portfolio granted a 0.82% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 0.82% | 0.65% | 0.62% | 0.73% | 0.79% | 1.03% | 0.85% | 0.91% | 0.97% | 0.85% | 0.83% | 0.75% |
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 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, 2021 | 223 | Oct 11, 2022 | — | — | — |
| -29.48% | Feb 20, 2020 | 18 | Mar 16, 2020 | 39 | May 11, 2020 | 57 |
| -27.3% | Oct 2, 2018 | 58 | Dec 24, 2018 | 59 | Mar 21, 2019 | 117 |
| -22.69% | Dec 7, 2015 | 44 | Feb 9, 2016 | 117 | Jul 27, 2016 | 161 |
| -14.48% | Sep 3, 2020 | 14 | Sep 23, 2020 | 81 | Jan 20, 2021 | 95 |
| -14.2% | Aug 18, 2015 | 5 | Aug 24, 2015 | 46 | Oct 28, 2015 | 51 |
| -12.17% | Feb 17, 2021 | 14 | Mar 8, 2021 | 25 | Apr 13, 2021 | 39 |
| -11.01% | Mar 12, 2018 | 15 | Apr 2, 2018 | 28 | May 10, 2018 | 43 |
| -10.18% | May 6, 2019 | 20 | Jun 3, 2019 | 12 | Jun 19, 2019 | 32 |
| -9.29% | Jan 29, 2018 | 9 | Feb 8, 2018 | 7 | Feb 20, 2018 | 16 |
Volatility Chart
Current Cloud Computing Stocks Portfolio volatility is 18.21%. 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.