PortfoliosLab logo

FANG Plus Portfolio

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

Expense Ratio
0.00%
Dividend Yield
0.07%

FANG Plus PortfolioAsset Allocation


NVDA 10%BABA 10%TSLA 10%AMZN 10%TWTR 10%GOOGL 10%NFLX 10%BIDU 10%FB 10%AAPL 10%EquityEquity
PositionCategory/SectorWeight
NVDA
NVIDIA Corporation
Technology10%
BABA
Alibaba Group Holding Limited
Consumer Cyclical10%
TSLA
Tesla, Inc.
Consumer Cyclical10%
AMZN
Amazon.com, Inc.
Consumer Cyclical10%
TWTR
Twitter, Inc.
Communication Services10%
GOOGL
Alphabet Inc.
Communication Services10%
NFLX
Netflix, Inc.
Communication Services10%
BIDU
Baidu, Inc.
Communication Services10%
FB
Facebook, Inc.
Communication Services10%
AAPL
Apple Inc.
Technology10%
S&P 500

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 $71,552 for a total return of roughly 615.52%. 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 Apr 18, 2021, the FANG Plus Portfolio returned 10.77% Year-To-Date and 34.96% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
FANG Plus Portfolio7.39%10.77%26.35%104.67%42.61%34.96%
AAPL
Apple Inc.
11.31%1.26%13.08%91.23%40.02%30.95%
AMZN
Amazon.com, Inc.
12.27%4.38%3.87%43.13%39.93%42.58%
BABA
Alibaba Group Holding Limited
0.96%2.56%-22.33%13.93%24.79%15.28%
BIDU
Baidu, Inc.
-19.37%-1.24%63.81%103.39%2.05%-0.79%
FB
Facebook, Inc.
9.89%12.09%15.14%70.82%22.66%23.19%
GOOGL
Alphabet Inc.
12.93%30.25%45.61%78.48%23.76%22.41%
NFLX
Netflix, Inc.
8.27%1.07%2.97%29.22%38.27%38.20%
NVDA
NVIDIA Corporation
25.07%21.89%15.25%117.97%77.49%71.75%
TSLA
Tesla, Inc.
13.26%4.83%68.26%390.64%71.02%49.92%
TWTR
Twitter, Inc.
5.10%29.49%53.07%162.62%32.34%4.36%

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 3.32. A Sharpe ratio of 3.0 or higher is considered excellent.

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 0.07% dividend yield in the last twelve months, as of Apr 18, 2021.


PeriodTTM20202019201820172016201520142013201220112010
Dividend yield
0.07%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, 2021
-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
-8.36%Jan 30, 20188Feb 8, 20185Feb 15, 201813

FANG Plus PortfolioVolatility Chart

Current FANG Plus 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.


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

More Tools for FANG Plus Portfolio