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FAAMG Portfolio

FAAMG portfolio consists of five top-performing tech stocks in the market, namely, Facebook, Amazon, Apple, Microsoft, and Google.

Expense Ratio
0.00%
Dividend Yield
0.29%

FAAMG PortfolioAsset Allocation


MSFT 20%GOOG 20%AAPL 20%FB 20%AMZN 20%EquityEquity
PositionCategory/SectorWeight
MSFT
Microsoft Corporation
Technology20%
GOOG
Alphabet Inc.
Communication Services20%
AAPL
Apple Inc.
Technology20%
FB
Facebook, Inc.
Communication Services20%
AMZN
Amazon.com, Inc.
Consumer Cyclical20%
S&P 500

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 $118,670 for a total return of roughly 1,086.70%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


FAAMG Portfolio
Benchmark (S&P 500)
Portfolio components

FAAMG PortfolioReturns

As of Apr 18, 2021, the FAAMG Portfolio returned 13.36% Year-To-Date and 32.07% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
FAAMG Portfolio11.93%13.36%19.48%67.03%34.51%32.07%
AAPL
Apple Inc.
11.31%1.26%13.08%91.23%40.02%26.73%
AMZN
Amazon.com, Inc.
12.27%4.38%3.87%43.13%39.93%36.49%
FB
Facebook, Inc.
9.89%12.09%15.14%70.82%22.66%26.36%
GOOG
Alphabet Inc.
12.84%31.16%46.07%79.06%24.59%25.77%
MSFT
Microsoft Corporation
13.01%17.50%19.29%47.47%38.24%30.68%

FAAMG PortfolioSharpe 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 FAAMG Portfolio Sharpe ratio is 2.39. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


FAAMG Portfolio
Benchmark (S&P 500)
Portfolio components

FAAMG PortfolioDividends

FAAMG Portfolio granted a 0.29% dividend yield in the last twelve months, as of Apr 18, 2021.


PeriodTTM20202019201820172016201520142013201220112010
Dividend yield
0.29%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 Portfolio
Benchmark (S&P 500)
Portfolio components

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 {{portfolioName}} 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, 202018Mar 16, 202046May 20, 202064
-26.7%Aug 31, 201879Dec 24, 201880Apr 22, 2019159
-16.65%Sep 3, 202014Sep 23, 202084Jan 25, 202198
-15.17%Dec 7, 201544Feb 9, 2016108Jul 14, 2016152
-14.05%Apr 30, 201924Jun 3, 201926Jul 10, 201950
-13.39%Sep 20, 201237Nov 13, 201239Jan 10, 201376
-13.13%Jul 22, 201525Aug 25, 201537Oct 16, 201562
-11.95%Mar 13, 201814Apr 2, 201828May 10, 201842
-10.3%Oct 25, 201615Nov 14, 201646Jan 23, 201761
-10.08%Mar 19, 201418Apr 11, 201440Jun 10, 201458

FAAMG PortfolioVolatility Chart

Current FAAMG Portfolio volatility is 24.64%. 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.


FAAMG Portfolio
Benchmark (S&P 500)
Portfolio components

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