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FANG Portfolio

FANG is one of the most commonly used abbreviations in the world of finance. Jim Kramer coined it in 2013 to refer to the stocks of four fast-growing internet companies: Facebook, Amazon, Netflix, and Google. Later, investors started to add more technology companies to this group, which led to FAANG, FAAMG, and FANG Plus formation.

Expense Ratio
0.00%
Dividend Yield
0.00%

FANG PortfolioAsset Allocation


FB 25%AMZN 25%GOOG 25%NFLX 25%EquityEquity
PositionCategory/SectorWeight
FB
Facebook, Inc.
Communication Services25%
AMZN
Amazon.com, Inc.
Consumer Cyclical25%
GOOG
Alphabet Inc.
Communication Services25%
NFLX
Netflix, Inc.
Communication Services25%
S&P 500

FANG PortfolioPerformance

The chart shows the growth of $10,000 invested in FANG Portfolio on May 21, 2012 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $207,123 for a total return of roughly 1,971.23%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


FANG Portfolio
Benchmark (S&P 500)
Portfolio components

FANG PortfolioReturns

As of Apr 18, 2021, the FANG Portfolio returned 12.07% Year-To-Date and 40.61% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
FANG Portfolio10.82%12.07%16.45%55.39%33.83%40.61%
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%
NFLX
Netflix, Inc.
8.27%1.07%2.97%29.22%38.27%56.83%

FANG 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 FANG Portfolio Sharpe ratio is 1.85. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


FANG Portfolio
Benchmark (S&P 500)
Portfolio components

FANG PortfolioDividends

FANG Portfolio granted a 0.00% dividend yield in the last twelve months, as of Apr 18, 2021.


FANG Portfolio doesn't pay dividends

FANG PortfolioDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


FANG Portfolio
Benchmark (S&P 500)
Portfolio components

FANG PortfolioWorst Drawdowns

The table below shows the maximum drawdowns of the FANG 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 32.10%, recorded on Dec 24, 2018. It took 84 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-32.1%Jul 26, 2018105Dec 24, 201884Apr 26, 2019189
-26.47%Feb 20, 202018Mar 16, 202032Apr 30, 202050
-22.48%Mar 6, 201445May 8, 201483Sep 5, 2014128
-20.45%Dec 7, 201543Feb 8, 2016121Aug 1, 2016164
-17.19%Sep 9, 201490Jan 15, 201519Feb 12, 2015109
-16.63%Jul 10, 201218Aug 2, 201273Nov 16, 201291
-16.44%Sep 3, 202014Sep 23, 202092Feb 4, 2021106
-15.11%Aug 18, 20155Aug 24, 201543Oct 23, 201548
-14.43%Apr 30, 201924Jun 3, 2019141Dec 20, 2019165
-14.22%Mar 12, 201815Apr 2, 201837May 23, 201852

FANG PortfolioVolatility Chart

Current FANG Portfolio volatility is 19.18%. 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.


FANG Portfolio
Benchmark (S&P 500)
Portfolio components

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