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 Meta Platforms, 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 Apr 4, 2014 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $62,979 for a total return of roughly 529.79%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
FAAMG PortfolioReturns
As of May 17, 2022, the FAAMG Portfolio returned -26.37% Year-To-Date and 25.47% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | -8.76% | -15.91% | -14.41% | -3.97% | 10.80% | 9.72% |
| FAAMG Portfolio | -12.06% | -26.37% | -25.24% | -10.28% | 22.76% | 25.47% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | -6.55% | -22.09% | -22.04% | 6.24% | 32.07% | 27.98% |
GOOG Alphabet Inc. | -9.79% | -20.66% | -23.29% | -0.88% | 19.49% | 18.79% |
AAPL Apple Inc. | -11.82% | -17.81% | -2.70% | 14.85% | 31.68% | 30.20% |
FB Meta Platforms, Inc. | -4.82% | -40.53% | -41.32% | -36.68% | 5.96% | 16.13% |
AMZN Amazon.com, Inc. | -26.96% | -33.53% | -37.13% | -31.24% | 18.08% | 26.30% |
| Returns over 1 year are annualized | ||||||
FAAMG PortfolioDividends
FAAMG Portfolio granted a 0.30% dividend yield in the last twelve months, as of May 17, 2022.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 0.30% | 0.23% | 0.31% | 0.46% | 0.72% | 0.70% | 0.92% | 0.93% | 0.93% | 1.08% | 0.98% | 0.65% | 0.50% |
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 29.82%, recorded on May 12, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.82% | Dec 28, 2021 | 95 | May 12, 2022 | — | — | — |
| -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 |
| -13.13% | 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 |
| -9.78% | Sep 8, 2021 | 19 | Oct 4, 2021 | 24 | Nov 5, 2021 | 43 |
FAAMG PortfolioVolatility Chart
Current FAAMG Portfolio volatility is 56.40%. 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.