FAANG Portfolio
FAANG is an extension of the FANG portfolio, consisting of five big tech companies that show unprecedented growth: Facebook, Amazon, Apple, Netflix, Google.
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
GOOG Alphabet Inc. | Communication Services | 20% |
AAPL Apple Inc. | Technology | 20% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 20% |
NFLX Netflix, Inc. | Communication Services | 20% |
META Meta Platforms, Inc. | Communication Services | 20% |
Performance
The chart shows the growth of $10,000 invested in FAANG Portfolio in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $65,537 for a total return of roughly 555.37%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 18, 2023, the FAANG Portfolio returned 23.23% Year-To-Date and 23.39% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -5.31% | 2.01% | 0.39% | -10.12% | 7.32% | 8.50% |
| FAANG Portfolio | 0.18% | 23.23% | 8.77% | -12.37% | 12.03% | 23.39% |
| Portfolio components: | ||||||
GOOG Alphabet Inc. | 7.91% | 15.47% | -1.39% | -23.36% | 12.54% | 15.42% |
AAPL Apple Inc. | 1.17% | 19.48% | 2.05% | -2.29% | 29.61% | 28.00% |
AMZN Amazon.com, Inc. | -0.75% | 17.80% | -21.64% | -35.37% | 4.72% | 22.02% |
NFLX Netflix, Inc. | -15.69% | 2.92% | 28.94% | -15.11% | -0.96% | 22.16% |
META Meta Platforms, Inc. | 8.99% | 62.55% | 30.80% | -3.94% | 1.11% | 14.23% |
| Returns over 1 year are annualized | ||||||
Dividends
FAANG Portfolio granted a 0.15% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 0.15% | 0.14% | 0.10% | 0.12% | 0.21% | 0.37% | 0.31% | 0.41% | 0.42% | 0.37% | 0.48% | 0.23% |
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 FAANG 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 FAANG Portfolio is 48.98%, recorded on Nov 3, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.98% | Nov 22, 2021 | 240 | Nov 3, 2022 | — | — | — |
| -30.93% | Aug 31, 2018 | 79 | Dec 24, 2018 | 81 | Apr 23, 2019 | 160 |
| -26.21% | Feb 20, 2020 | 18 | Mar 16, 2020 | 37 | May 7, 2020 | 55 |
| -20.04% | Dec 7, 2015 | 43 | Feb 8, 2016 | 125 | Aug 5, 2016 | 168 |
| -16.89% | Sep 3, 2020 | 14 | Sep 23, 2020 | 82 | Jan 21, 2021 | 96 |
| -14.62% | May 6, 2019 | 20 | Jun 3, 2019 | 108 | Nov 4, 2019 | 128 |
| -14.61% | Aug 18, 2015 | 5 | Aug 24, 2015 | 43 | Oct 23, 2015 | 48 |
| -13.05% | Mar 12, 2018 | 15 | Apr 2, 2018 | 28 | May 10, 2018 | 43 |
| -12.29% | Sep 3, 2014 | 94 | Jan 15, 2015 | 10 | Jan 30, 2015 | 104 |
| -11.54% | Oct 25, 2016 | 15 | Nov 14, 2016 | 41 | Jan 13, 2017 | 56 |
Volatility Chart
Current FAANG Portfolio volatility is 21.35%. 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.