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Cloud Computing Stocks Portfolio

Last updated Mar 30, 2023

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

Expense Ratio

Rank 1 of 55

0.00%
0.00%0.94%
Dividend Yield

Rank 49 of 55

0.82%
0.00%4.37%
10Y Annualized Return

Rank 5 of 55

23.97%
2.55%52.85%
Sharpe Ratio

Rank 6 of 55

-0.32
-0.970.45
Maximum Drawdown

Rank 39 of 55

-44.98%
-82.98%-16.15%

Asset Allocation


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


100.00%200.00%300.00%400.00%500.00%NovemberDecember2023FebruaryMarch
439.50%
89.03%
Cloud Computing Stocks Portfolio
Benchmark (^GSPC)
Portfolio components

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 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark1.46%4.90%10.43%-11.97%8.82%8.45%
Cloud Computing Stocks Portfolio10.49%18.11%22.26%-11.85%18.12%23.97%
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%

Sharpe 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 -0.32. 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.


-1.20-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.32
-0.51
Cloud Computing Stocks Portfolio
Benchmark (^GSPC)
Portfolio components

Dividends

Cloud Computing Stocks Portfolio granted a 0.82% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

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.


-45.00%-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-30.75%
-16.03%
Cloud Computing Stocks Portfolio
Benchmark (^GSPC)
Portfolio components

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, 2021223Oct 11, 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

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.


10.00%20.00%30.00%40.00%50.00%60.00%70.00%NovemberDecember2023FebruaryMarch
22.66%
16.43%
Cloud Computing Stocks Portfolio
Benchmark (^GSPC)
Portfolio components