PortfoliosLab logo

FANG Plus Portfolio

FANG+ is a portfolio that consists of 10 of today’s most traded tech giants.

Expense Ratio

Rank 8 of 53

0.00%
0.00%0.94%
Dividend Yield

Rank 52 of 53

0.07%
0.00%3.85%
10Y Annualized Return

Rank 5 of 53

23.62%
3.31%30.09%
Sharpe Ratio

Rank 26 of 53

-0.68
-1.900.40
Maximum Drawdown

Rank 48 of 53

-38.08%
-48.20%-10.28%

FANG Plus PortfolioAsset Allocation


FANG Plus PortfolioPerformance

The chart shows the growth of $10,000 invested in FANG Plus Portfolio on Sep 22, 2014 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $50,743 for a total return of roughly 407.43%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


FANG Plus Portfolio
Benchmark (^GSPC)
Portfolio components

FANG Plus PortfolioReturns

As of May 20, 2022, the FANG Plus Portfolio returned -32.78% Year-To-Date and 23.62% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Benchmark-11.18%-18.16%-16.80%-5.50%10.38%9.04%
FANG Plus Portfolio-19.87%-32.78%-36.55%-20.88%22.51%23.62%
NVDA
NVIDIA Corporation
-21.39%-41.77%-41.46%22.26%38.51%60.51%
BABA
Alibaba Group Holding Limited
-7.41%-26.18%-45.73%-58.97%-6.58%-0.89%
TSLA
Tesla, Inc.
-29.36%-32.87%-34.86%22.76%62.79%40.71%
AMZN
Amazon.com, Inc.
-29.76%-35.63%-39.52%-33.60%17.48%27.63%
TWTR
Twitter, Inc.
-23.03%-13.72%-26.32%-29.89%15.25%-4.49%
GOOGL
Alphabet Inc.
-13.54%-23.80%-25.44%-2.42%18.27%18.40%
NFLX
Netflix, Inc.
-45.69%-69.54%-73.47%-62.27%3.17%14.43%
BIDU
Baidu, Inc.
-1.10%-15.76%-22.54%-33.64%-7.87%-7.35%
FB
Meta Platforms, Inc.
-9.24%-43.13%-43.87%-38.29%5.26%12.44%
AAPL
Apple Inc.
-16.67%-22.44%-10.27%10.64%30.57%26.50%

FANG Plus 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 Plus Portfolio Sharpe ratio is -0.68. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


FANG Plus Portfolio
Benchmark (^GSPC)
Portfolio components

FANG Plus PortfolioDividends

FANG Plus Portfolio granted a 0.07% dividend yield in the last twelve months, as of May 20, 2022.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

0.07%0.05%0.07%0.13%0.23%0.18%0.25%0.33%11.07%0.44%0.18%0.00%0.00%

FANG Plus PortfolioDrawdowns Chart

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


FANG Plus Portfolio
Benchmark (^GSPC)
Portfolio components

FANG Plus PortfolioWorst Drawdowns

The table below shows the maximum drawdowns of the FANG Plus 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 FANG Plus Portfolio is 38.08%, recorded on May 18, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.08%Nov 5, 2021134May 18, 2022
-34.13%Feb 20, 202020Mar 18, 202055Jun 5, 202075
-31.99%Jun 21, 2018129Dec 24, 2018249Dec 19, 2019378
-26.15%Dec 7, 201544Feb 9, 2016123Aug 4, 2016167
-16.38%Feb 17, 202114Mar 8, 2021124Sep 1, 2021138
-16.07%Jul 22, 201524Aug 24, 201544Oct 26, 201568
-14.79%Mar 13, 201814Apr 2, 201843Jun 1, 201857
-13.49%Sep 3, 20203Sep 8, 202057Nov 27, 202060
-11.21%Nov 17, 201441Jan 15, 201517Feb 10, 201558
-9.37%Sep 22, 201419Oct 16, 201421Nov 14, 201440

FANG Plus PortfolioVolatility Chart

Current FANG Plus Portfolio volatility is 52.23%. 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 Plus Portfolio
Benchmark (^GSPC)
Portfolio components

More Tools for FANG Plus Portfolio