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Cloud Computing Stocks Portfolio

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

Expense Ratio
0.00%
Dividend Yield
0.63%

Cloud Computing Stocks PortfolioAsset Allocation


MSFT 10%AAPL 10%ADSK 10%ADBE 10%CRM 10%NFLX 10%GOOGL 10%AMZN 10%SHOP 10%IBM 10%EquityEquity
PositionCategory/SectorWeight
MSFT
Microsoft Corporation
Technology10%
AAPL
Apple Inc.
Technology10%
ADSK
Autodesk, Inc.
Technology10%
ADBE
Adobe Inc.
Technology10%
CRM
salesforce.com, inc.
Technology10%
NFLX
Netflix, Inc.
Communication Services10%
GOOGL
Alphabet Inc.
Communication Services10%
AMZN
Amazon.com, Inc.
Consumer Cyclical10%
SHOP
Shopify Inc.
Technology10%
IBM
International Business Machines Corporation
Technology10%
S&P 500

Cloud Computing Stocks PortfolioPerformance

The chart shows the growth of $10,000 invested in Cloud Computing Stocks Portfolio on May 21, 2015 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $68,372 for a total return of roughly 583.72%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Cloud Computing Stocks Portfolio
Benchmark (S&P 500)
Portfolio components

Cloud Computing Stocks PortfolioReturns

As of Apr 18, 2021, the Cloud Computing Stocks Portfolio returned 7.79% Year-To-Date and 38.51% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Cloud Computing Stocks Portfolio11.34%7.79%11.87%59.58%40.48%38.51%
AAPL
Apple Inc.
11.31%1.26%13.08%91.23%40.02%29.03%
ADBE
Adobe Inc.
19.56%4.99%4.43%52.59%40.39%37.67%
ADSK
Autodesk, Inc.
13.94%-1.70%15.46%65.89%38.46%32.29%
AMZN
Amazon.com, Inc.
12.27%4.38%3.87%43.13%39.93%42.31%
CRM
salesforce.com, inc.
10.71%4.22%-10.30%42.61%24.63%22.46%
GOOGL
Alphabet Inc.
12.93%30.25%45.61%78.48%23.76%27.18%
IBM
International Business Machines Corporation
2.71%7.54%9.06%17.38%1.78%-0.24%
MSFT
Microsoft Corporation
13.01%17.50%19.29%47.47%38.24%35.86%
NFLX
Netflix, Inc.
8.27%1.07%2.97%29.22%38.27%36.07%
SHOP
Shopify Inc.
8.12%6.70%13.17%104.58%107.57%105.96%

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 2.34. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


Cloud Computing Stocks Portfolio
Benchmark (S&P 500)
Portfolio components

Cloud Computing Stocks PortfolioDividends

Cloud Computing Stocks Portfolio granted a 0.63% dividend yield in the last twelve months, as of Apr 18, 2021.


PeriodTTM20202019201820172016201520142013201220112010
Dividend yield
0.63%0.67%0.70%0.89%0.72%0.84%0.88%0.68%0.67%0.58%0.42%0.37%

Cloud Computing Stocks PortfolioDrawdowns Chart

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


Cloud Computing Stocks Portfolio
Benchmark (S&P 500)
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 {{portfolioName}} is 29.48%, recorded on Mar 16, 2020. It took 39 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-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
-8.51%Jul 29, 201947Oct 2, 201933Nov 18, 201980

Cloud Computing Stocks PortfolioVolatility Chart

Current Cloud Computing Stocks Portfolio volatility is 24.64%. 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.


Cloud Computing Stocks Portfolio
Benchmark (S&P 500)
Portfolio components

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