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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

0.06%
0.00%2.89%
10Y Annualized Return

Rank 4 of 53

33.37%
4.73%39.60%
Sharpe Ratio

Rank 43 of 53

1.43
0.503.25
Maximum Drawdown

Rank 50 of 53

-34.13%
-38.24%-10.21%

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 $76,985 for a total return of roughly 669.85%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


FANG Plus Portfolio
Benchmark (S&P 500)
Portfolio components

FANG Plus PortfolioReturns

As of Oct 23, 2021, the FANG Plus Portfolio returned 19.18% Year-To-Date and 33.37% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
FANG Plus Portfolio6.97%11.82%19.18%35.87%40.23%33.37%
NVDA
NVIDIA Corporation
6.97%53.10%74.21%68.21%68.75%73.54%
BABA
Alibaba Group Holding Limited
18.32%-22.52%-23.65%-42.30%11.33%9.42%
TSLA
Tesla, Inc.
23.03%26.40%28.91%115.24%86.87%49.81%
AMZN
Amazon.com, Inc.
-0.24%0.80%2.41%4.73%32.46%38.52%
TWTR
Twitter, Inc.
-0.86%-3.22%14.94%23.89%28.06%2.29%
GOOGL
Alphabet Inc.
-1.05%22.14%56.98%73.48%27.29%23.81%
NFLX
Netflix, Inc.
15.99%30.66%22.94%35.93%39.17%38.72%
BIDU
Baidu, Inc.
13.36%-17.21%-17.85%31.74%0.10%-3.28%
FB
Facebook, Inc.
-9.19%9.47%18.84%16.46%19.72%22.31%
AAPL
Apple Inc.
3.67%13.06%12.58%28.05%40.35%30.30%

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 1.43. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


FANG Plus Portfolio
Benchmark (S&P 500)
Portfolio components

FANG Plus PortfolioDividends

FANG Plus Portfolio granted a 0.06% dividend yield in the last twelve months, as of Oct 23, 2021.


PeriodTTM20202019201820172016201520142013201220112010

Dividend yield

0.06%0.07%0.13%0.22%0.17%0.24%0.31%0.34%0.40%0.16%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 (S&P 500)
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 34.13%, recorded on Mar 18, 2020. It took 55 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-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
-9.21%Sep 8, 202119Oct 4, 202111Oct 19, 202130

FANG Plus PortfolioVolatility Chart

Current FANG Plus Portfolio volatility is 23.09%. 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 (S&P 500)
Portfolio components

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