Cloud Computing Stocks Portfolio
The Cloud Computing Stocks Portfolio is an equity-focused investment strategy that allocates assets across ten prominent cloud computing and technology companies. The equal 10% allocations to Microsoft, Apple, Autodesk, Adobe, Salesforce, Netflix, Alphabet, Amazon, Shopify, and IBM provide exposure to various sectors within the technology industry, such as software, streaming, e-commerce, and infrastructure. This portfolio is suitable for investors seeking capital appreciation and willing to accept the higher risk and volatility associated with concentrating investments in the technology sector.
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AAPL Apple Inc | Technology | 10% |
ADBE Adobe Inc | Technology | 10% |
ADSK Autodesk, Inc. | Technology | 10% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 10% |
CRM salesforce.com, inc. | Technology | 10% |
GOOGL Alphabet Inc Class A | Communication Services | 10% |
IBM International Business Machines Corporation | Technology | 10% |
MSFT Microsoft Corporation | Technology | 10% |
NFLX Netflix, Inc. | Communication Services | 10% |
SHOP Shopify Inc. | Technology | 10% |
Performance
Performance Chart
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The earliest data available for this chart is May 21, 2015, corresponding to the inception date of SHOP
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| Cloud Computing Stocks Portfolio | -5.59% | 9.77% | -0.63% | 20.76% | 16.93% | N/A |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 4.30% | 15.05% | 4.25% | 6.59% | 19.74% | 26.80% |
AAPL Apple Inc | -20.63% | 4.26% | -12.43% | 8.82% | 21.04% | 21.59% |
ADSK Autodesk, Inc. | -2.74% | 11.89% | -5.92% | 32.01% | 9.32% | 17.27% |
ADBE Adobe Inc | -13.81% | 9.49% | -22.52% | -20.53% | 0.63% | 17.45% |
CRM salesforce.com, inc. | -17.49% | 7.96% | -14.22% | 0.13% | 8.74% | 14.52% |
NFLX Netflix, Inc. | 27.92% | 23.78% | 43.42% | 86.66% | 21.02% | 30.07% |
GOOGL Alphabet Inc Class A | -19.22% | -0.05% | -14.16% | -8.99% | 17.00% | 19.05% |
AMZN Amazon.com, Inc. | -12.00% | 6.53% | -7.26% | 2.98% | 9.93% | 24.71% |
SHOP Shopify Inc. | -13.69% | 8.44% | 5.34% | 55.70% | 4.12% | N/A |
IBM International Business Machines Corporation | 14.87% | 9.28% | 19.09% | 53.60% | 21.64% | 8.83% |
Monthly Returns
The table below presents the monthly returns of Cloud Computing Stocks Portfolio, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.05% | -5.83% | -8.06% | 2.14% | 1.63% | -5.59% | |||||||
| 2024 | 4.95% | 2.23% | 0.24% | -7.18% | 0.97% | 10.71% | -1.26% | 3.84% | 3.59% | -0.60% | 11.97% | -0.11% | 31.77% |
| 2023 | 15.85% | -6.88% | 12.54% | -0.12% | 10.74% | 6.10% | 4.69% | 0.55% | -8.26% | 0.37% | 16.68% | 3.60% | 66.96% |
| 2022 | -11.02% | -7.83% | 1.63% | -18.72% | -0.35% | -7.96% | 14.35% | -6.35% | -10.02% | 11.14% | 4.58% | -9.37% | -36.93% |
| 2021 | -1.96% | 1.42% | 0.04% | 7.34% | -0.67% | 7.51% | 3.06% | 4.71% | -5.13% | 8.31% | -1.70% | -1.59% | 22.31% |
| 2020 | 8.59% | -4.19% | -8.30% | 19.14% | 6.98% | 10.86% | 5.88% | 12.48% | -6.73% | -4.03% | 9.33% | 3.84% | 63.14% |
| 2019 | 13.29% | 5.44% | 3.16% | 7.51% | -5.81% | 6.20% | 2.11% | -1.27% | -1.97% | 2.54% | 7.57% | 4.87% | 51.50% |
| 2018 | 15.61% | 2.59% | -1.90% | 2.19% | 7.64% | 2.06% | 0.73% | 9.49% | 2.23% | -13.82% | 2.24% | -8.57% | 18.65% |
| 2017 | 9.51% | 5.41% | 4.39% | 3.51% | 8.43% | -4.43% | 5.27% | 4.46% | -0.34% | 8.08% | 0.41% | -0.93% | 52.31% |
| 2016 | -10.39% | -1.21% | 11.79% | -1.66% | 5.20% | -3.65% | 7.03% | 4.87% | 2.76% | 2.42% | -1.89% | 1.91% | 16.51% |
| 2015 | -0.86% | 0.73% | 8.73% | -6.94% | 0.57% | 10.19% | 3.46% | -1.76% | 13.79% |
Expense Ratio
Cloud Computing Stocks Portfolio has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Cloud Computing Stocks Portfolio is 61, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
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 | Martin ratio | |
|---|---|---|---|---|---|
MSFT Microsoft Corporation | 0.28 | 0.63 | 1.08 | 0.34 | 0.75 |
AAPL Apple Inc | 0.25 | 0.63 | 1.09 | 0.28 | 0.95 |
ADSK Autodesk, Inc. | 1.09 | 1.72 | 1.23 | 0.82 | 3.75 |
ADBE Adobe Inc | -0.56 | -0.64 | 0.90 | -0.44 | -1.08 |
CRM salesforce.com, inc. | 0.02 | 0.27 | 1.04 | -0.00 | -0.00 |
NFLX Netflix, Inc. | 2.69 | 3.51 | 1.47 | 4.60 | 15.07 |
GOOGL Alphabet Inc Class A | -0.32 | -0.27 | 0.97 | -0.35 | -0.77 |
AMZN Amazon.com, Inc. | 0.06 | 0.33 | 1.04 | 0.07 | 0.20 |
SHOP Shopify Inc. | 0.80 | 0.89 | 1.12 | 0.28 | 1.38 |
IBM International Business Machines Corporation | 2.00 | 2.73 | 1.39 | 3.27 | 10.01 |
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Dividends
Dividend yield
Cloud Computing Stocks Portfolio provided a 0.49% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.49% | 0.50% | 0.53% | 0.64% | 0.59% | 0.67% | 0.70% | 0.89% | 0.72% | 0.76% | 0.79% | 0.68% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.72% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
AAPL Apple Inc | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
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% |
ADBE Adobe 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% |
CRM salesforce.com, inc. | 0.59% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NFLX Netflix, 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% |
GOOGL Alphabet Inc Class A | 0.52% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMZN Amazon.com, 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% |
SHOP Shopify 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% |
IBM International Business Machines Corporation | 2.68% | 3.03% | 4.05% | 4.68% | 4.74% | 5.17% | 4.80% | 5.46% | 3.85% | 3.31% | 3.63% | 2.65% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Cloud Computing Stocks Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Cloud Computing Stocks Portfolio was 44.98%, occurring on Oct 11, 2022. Recovery took 319 trading sessions.
The current Cloud Computing Stocks Portfolio drawdown is 11.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.98% | Nov 22, 2021 | 223 | Oct 11, 2022 | 319 | Jan 19, 2024 | 542 |
| -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 |
| -23.99% | Dec 12, 2024 | 79 | Apr 8, 2025 | — | — | — |
| -22.69% | Dec 7, 2015 | 44 | Feb 9, 2016 | 117 | Jul 27, 2016 | 161 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 10 assets, with an effective number of assets of 10.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.
Asset Correlations Table
| ^GSPC | IBM | NFLX | SHOP | AAPL | CRM | ADSK | AMZN | GOOGL | ADBE | MSFT | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.60 | 0.52 | 0.50 | 0.69 | 0.64 | 0.69 | 0.65 | 0.71 | 0.68 | 0.76 | 0.81 |
| IBM | 0.60 | 1.00 | 0.24 | 0.20 | 0.37 | 0.32 | 0.39 | 0.29 | 0.37 | 0.36 | 0.40 | 0.45 |
| NFLX | 0.52 | 0.24 | 1.00 | 0.45 | 0.45 | 0.49 | 0.47 | 0.55 | 0.48 | 0.53 | 0.51 | 0.69 |
| SHOP | 0.50 | 0.20 | 0.45 | 1.00 | 0.42 | 0.54 | 0.53 | 0.52 | 0.45 | 0.54 | 0.48 | 0.73 |
| AAPL | 0.69 | 0.37 | 0.45 | 0.42 | 1.00 | 0.50 | 0.52 | 0.57 | 0.59 | 0.55 | 0.64 | 0.69 |
| CRM | 0.64 | 0.32 | 0.49 | 0.54 | 0.50 | 1.00 | 0.64 | 0.58 | 0.55 | 0.68 | 0.63 | 0.78 |
| ADSK | 0.69 | 0.39 | 0.47 | 0.53 | 0.52 | 0.64 | 1.00 | 0.54 | 0.55 | 0.65 | 0.61 | 0.76 |
| AMZN | 0.65 | 0.29 | 0.55 | 0.52 | 0.57 | 0.58 | 0.54 | 1.00 | 0.68 | 0.61 | 0.67 | 0.78 |
| GOOGL | 0.71 | 0.37 | 0.48 | 0.45 | 0.59 | 0.55 | 0.55 | 0.68 | 1.00 | 0.62 | 0.71 | 0.76 |
| ADBE | 0.68 | 0.36 | 0.53 | 0.54 | 0.55 | 0.68 | 0.65 | 0.61 | 0.62 | 1.00 | 0.71 | 0.82 |
| MSFT | 0.76 | 0.40 | 0.51 | 0.48 | 0.64 | 0.63 | 0.61 | 0.67 | 0.71 | 0.71 | 1.00 | 0.80 |
| Portfolio | 0.81 | 0.45 | 0.69 | 0.73 | 0.69 | 0.78 | 0.76 | 0.78 | 0.76 | 0.82 | 0.80 | 1.00 |
AI Insight on Diversification
The portfolio is moderately diversified within the cloud computing and tech sector but exhibits several areas of high correlation that suggest concentration risks. Most individual positions show positive correlations with each other, generally ranging from about 0.4 to 0.7, indicating that the stocks tend to move somewhat in tandem, which is typical for companies operating in related industries.
Notably, the strongest correlations exist among Adobe (ADBE), Salesforce (CRM), Autodesk (ADSK), Microsoft (MSFT), and Alphabet (GOOGL), with pairwise correlations often exceeding 0.6. This cluster of highly correlated stocks points to overlapping business exposures or market drivers, which can reduce diversification benefits within the portfolio.
On the other hand, IBM and Netflix (NFLX) have relatively lower correlations with many other positions, often below 0.5, which provides some diversification relief. IBM, in particular, has the lowest correlations with the rest of the portfolio, suggesting it may act as a partial hedge or a source of uncorrelated returns.
Regarding the portfolio's correlation with individual positions, Adobe (0.82), Salesforce (0.78), Amazon (0.78), and Microsoft (0.80) have the highest correlations with the overall portfolio, implying these stocks have a dominant influence on the portfolio’s performance. This dominance indicates that movements in these stocks will heavily impact the portfolio's returns, potentially increasing risk concentration.
In summary, while the portfolio includes some lower-correlated stocks that aid diversification, the presence of multiple highly correlated positions and dominant contributors suggests it leans more toward concentration within a specific segment of cloud computing and tech. This concentration could amplify sector-specific risks and reduce the protective benefits typically sought through diversification.