FAAMG Portfolio
FAAMG portfolio consists of five top-performing tech stocks in the market, namely, Facebook, Amazon, Apple, Microsoft, and Google.
FAAMG PortfolioAsset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
MSFT Microsoft Corporation | Technology | 20% |
GOOG Alphabet Inc. | Communication Services | 20% |
AAPL Apple Inc. | Technology | 20% |
FB Facebook, Inc. | Communication Services | 20% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 20% |
FAAMG PortfolioPerformance
The chart shows the growth of $10,000 invested in FAAMG Portfolio on May 21, 2012 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $134,895 for a total return of roughly 1,248.95%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
FAAMG PortfolioReturns
As of Sep 18, 2021, the FAAMG Portfolio returned 28.86% Year-To-Date and 32.21% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| FAAMG Portfolio | 2.15% | 27.23% | 28.86% | 42.38% | 35.23% | 32.21% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 2.51% | 30.52% | 35.70% | 47.58% | 41.48% | 31.10% |
GOOG Alphabet Inc. | 3.03% | 38.95% | 61.50% | 86.03% | 29.79% | 27.27% |
AAPL Apple Inc. | -2.75% | 21.57% | 10.59% | 31.10% | 40.26% | 26.56% |
FB Facebook, Inc. | 1.75% | 30.90% | 33.52% | 38.40% | 23.11% | 27.39% |
AMZN Amazon.com, Inc. | 6.80% | 14.35% | 6.31% | 12.49% | 34.81% | 34.83% |
| Returns over 1 year are annualized | ||||||
FAAMG PortfolioDividends
FAAMG Portfolio granted a 0.27% dividend yield in the last twelve months, as of Sep 18, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 0.27% | 0.31% | 0.45% | 0.70% | 0.66% | 0.86% | 0.85% | 0.83% | 0.94% | 0.82% | 0.52% | 0.39% |
FAAMG PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
FAAMG PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the FAAMG 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 FAAMG Portfolio is 27.28%, recorded on Mar 16, 2020. It took 46 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.28% | Feb 20, 2020 | 18 | Mar 16, 2020 | 46 | May 20, 2020 | 64 |
| -26.7% | Aug 31, 2018 | 79 | Dec 24, 2018 | 80 | Apr 22, 2019 | 159 |
| -16.65% | Sep 3, 2020 | 14 | Sep 23, 2020 | 84 | Jan 25, 2021 | 98 |
| -15.17% | Dec 7, 2015 | 44 | Feb 9, 2016 | 108 | Jul 14, 2016 | 152 |
| -14.05% | Apr 30, 2019 | 24 | Jun 3, 2019 | 26 | Jul 10, 2019 | 50 |
| -13.39% | Sep 20, 2012 | 37 | Nov 13, 2012 | 39 | Jan 10, 2013 | 76 |
| -13.13% | Jul 22, 2015 | 25 | Aug 25, 2015 | 37 | Oct 16, 2015 | 62 |
| -11.95% | Mar 13, 2018 | 14 | Apr 2, 2018 | 28 | May 10, 2018 | 42 |
| -10.3% | Oct 25, 2016 | 15 | Nov 14, 2016 | 46 | Jan 23, 2017 | 61 |
| -10.08% | Mar 19, 2014 | 18 | Apr 11, 2014 | 40 | Jun 10, 2014 | 58 |
FAAMG PortfolioVolatility Chart
Current FAAMG Portfolio volatility is 16.18%. 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.