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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

Rank 7 of 53

0.00%
0.00%0.94%
Dividend Yield

Rank 47 of 53

0.64%
0.00%2.89%
10Y Annualized Return

Rank 3 of 53

37.67%
4.73%39.60%
Sharpe Ratio

Rank 38 of 53

1.63
0.503.25
Maximum Drawdown

Rank 42 of 53

-29.48%
-38.24%-10.21%

Cloud Computing Stocks PortfolioAsset Allocation


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 $77,992 for a total return of roughly 679.92%. 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 Oct 23, 2021, the Cloud Computing Stocks Portfolio returned 22.96% Year-To-Date and 37.67% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Cloud Computing Stocks Portfolio4.04%17.12%22.96%31.77%40.33%37.67%
MSFT
Microsoft Corporation
4.87%20.72%39.91%45.25%41.18%36.16%
AAPL
Apple Inc.
3.67%13.06%12.58%28.05%40.35%28.48%
ADSK
Autodesk, Inc.
8.97%7.15%1.06%21.48%34.12%29.86%
ADBE
Adobe Inc.
-0.36%26.87%28.69%29.76%42.67%38.44%
CRM
salesforce.com, inc.
13.41%26.46%31.47%15.08%31.67%24.89%
NFLX
Netflix, Inc.
15.99%30.66%22.94%35.93%39.17%36.80%
GOOGL
Alphabet Inc.
-1.05%22.14%56.98%73.48%27.29%28.39%
AMZN
Amazon.com, Inc.
-0.24%0.80%2.41%4.73%32.46%37.87%
SHOP
Shopify Inc.
-0.79%30.02%25.96%39.51%101.09%99.26%
IBM
International Business Machines Corporation
-3.83%-7.42%5.30%16.87%1.37%-0.55%

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 1.63. A Sharpe ratio greater than 1.0 is considered acceptable.

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 0.64% dividend yield in the last twelve months, as of Oct 23, 2021.


PeriodTTM20202019201820172016201520142013201220112010

Dividend yield

0.64%0.67%0.70%0.89%0.72%0.76%0.79%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 Cloud Computing Stocks Portfolio 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 14.11%. 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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