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Cloud Computing Stocks Portfolio

Last updated Aug 13, 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 48 of 54

0.63%
0.00%4.34%
10Y Annualized Return

Rank 4 of 54

26.84%
4.13%64.70%
Sharpe Ratio

Rank 54 of 54

-0.98
-0.980.14
Maximum Drawdown

Rank 53 of 54

-63.92%
-91.88%-17.74%

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 $55,205 for a total return of roughly 452.05%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


-30.00%-20.00%-10.00%0.00%10.00%MarchAprilMayJuneJulyAugust
-9.40%
-2.76%
Cloud Computing Stocks Portfolio
Benchmark (^GSPC)
Portfolio components

Cloud Computing Stocks PortfolioReturns

As of Aug 13, 2022, the Cloud Computing Stocks Portfolio returned -46.29% Year-To-Date and 26.84% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Benchmark12.08%-4.97%-10.20%-3.65%11.89%10.14%
Cloud Computing Stocks Portfolio20.45%-12.35%-23.78%-21.02%25.37%26.69%
MSFT
Microsoft Corporation
15.07%-3.04%-12.82%2.56%33.90%30.72%
AAPL
Apple Inc.
18.15%0.27%-2.68%18.65%35.76%27.45%
ADSK
Autodesk, Inc.
35.21%-2.31%-17.13%-29.10%16.64%21.38%
ADBE
Adobe Inc.
18.67%-9.97%-21.41%-28.81%24.95%26.72%
CRM
salesforce.com, inc.
14.16%-12.76%-25.28%-21.62%16.57%14.17%
NFLX
Netflix, Inc.
42.91%-38.64%-58.62%-51.35%7.79%15.33%
GOOGL
Alphabet Inc.
6.72%-12.22%-16.00%-10.71%21.23%22.66%
AMZN
Amazon.com, Inc.
31.43%-9.72%-13.90%-12.79%24.31%30.00%
SHOP
Shopify Inc.
25.88%-54.37%-70.41%-72.56%34.79%46.64%
IBM
International Business Machines Corporation
-2.50%2.86%3.99%3.66%4.62%1.51%

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 -0.98. 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.


-1.00-0.500.000.501.00MarchAprilMayJuneJulyAugust
-0.66
-0.20
Cloud Computing Stocks Portfolio
Benchmark (^GSPC)
Portfolio components

Cloud Computing Stocks PortfolioDividends

Cloud Computing Stocks Portfolio granted a 0.63% dividend yield in the last twelve months.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

0.63%0.61%0.72%0.78%1.02%0.83%0.89%0.96%0.84%0.82%0.74%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%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-29.14%
-10.77%
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 43.90%, recorded on Jun 16, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.9%Nov 22, 2021143Jun 16, 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 26.20%. 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%MarchAprilMayJuneJulyAugust
31.14%
16.68%
Cloud Computing Stocks Portfolio
Benchmark (^GSPC)
Portfolio components

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