FAAMG Portfolio
FAAMG portfolio consists of five top-performing tech stocks in the market, namely, Facebook, Amazon, Apple, Microsoft, and Google.
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
MSFT Microsoft Corporation | Technology | 20% |
GOOG Alphabet Inc. | Communication Services | 20% |
AAPL Apple Inc. | Technology | 20% |
META Meta Platforms, Inc. | Communication Services | 20% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 20% |
Performance
The chart shows the growth of $10,000 invested in FAAMG Portfolio in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $65,720 for a total return of roughly 557.20%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Apr 1, 2023, the FAAMG Portfolio returned 32.26% Year-To-Date and 23.31% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 3.51% | 7.03% | 12.88% | -10.71% | 9.25% | 9.04% |
| FAAMG Portfolio | 14.72% | 32.26% | 17.58% | -16.53% | 19.03% | 23.31% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 15.59% | 20.52% | 22.04% | -7.24% | 27.33% | 26.45% |
GOOG Alphabet Inc. | 15.17% | 17.21% | 6.03% | -27.09% | 15.05% | 15.54% |
AAPL Apple Inc. | 11.86% | 27.11% | 16.10% | -6.68% | 32.76% | 28.74% |
META Meta Platforms, Inc. | 21.15% | 76.12% | 55.37% | -6.98% | 5.81% | 15.19% |
AMZN Amazon.com, Inc. | 9.61% | 22.96% | -10.03% | -37.89% | 7.38% | 22.50% |
| Returns over 1 year are annualized | ||||||
Dividends
FAAMG Portfolio granted a 0.36% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 0.36% | 0.35% | 0.24% | 0.32% | 0.46% | 0.73% | 0.70% | 0.93% | 0.94% | 0.94% | 1.09% | 0.99% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst 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 46.78%, recorded on Nov 3, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.78% | Dec 28, 2021 | 216 | Nov 3, 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 |
Volatility Chart
Current FAAMG Portfolio volatility is 17.67%. 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.