Cloud Computing Stocks Portfolio
Portfolio consisting of companies positioned to profit from the increasing adoption of cloud computing technology.
Cloud Computing Stocks PortfolioAsset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
MSFT Microsoft Corporation | Technology | 10% |
AAPL Apple Inc. | Technology | 10% |
ADSK Autodesk, Inc. | Technology | 10% |
ADBE Adobe Inc. | Technology | 10% |
CRM salesforce.com, inc. | Technology | 10% |
NFLX Netflix, Inc. | Communication Services | 10% |
GOOGL Alphabet Inc. | Communication Services | 10% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 10% |
SHOP Shopify Inc. | Technology | 10% |
IBM International Business Machines Corporation | Technology | 10% |
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
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.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 12.08% | -4.97% | -10.20% | -3.65% | 11.89% | 10.14% |
| Cloud Computing Stocks Portfolio | 20.45% | -12.35% | -23.78% | -21.02% | 25.37% | 26.69% |
| Portfolio components: | ||||||
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% |
| Returns over 1 year are annualized | ||||||
Cloud Computing Stocks PortfolioDividends
Cloud Computing Stocks Portfolio granted a 0.63% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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, 2021 | 143 | Jun 16, 2022 | — | — | — |
| -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 |
| -22.69% | Dec 7, 2015 | 44 | Feb 9, 2016 | 117 | Jul 27, 2016 | 161 |
| -14.48% | Sep 3, 2020 | 14 | Sep 23, 2020 | 81 | Jan 20, 2021 | 95 |
| -14.2% | Aug 18, 2015 | 5 | Aug 24, 2015 | 46 | Oct 28, 2015 | 51 |
| -12.17% | Feb 17, 2021 | 14 | Mar 8, 2021 | 25 | Apr 13, 2021 | 39 |
| -11.01% | Mar 12, 2018 | 15 | Apr 2, 2018 | 28 | May 10, 2018 | 43 |
| -10.18% | May 6, 2019 | 20 | Jun 3, 2019 | 12 | Jun 19, 2019 | 32 |
| -9.29% | Jan 29, 2018 | 9 | Feb 8, 2018 | 7 | Feb 20, 2018 | 16 |
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.