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FANG Plus Portfolio

Last updated Aug 13, 2022

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

Expense Ratio

Rank 5 of 54

0.00%
0.00%0.94%
Dividend Yield

Rank 53 of 54

0.06%
0.00%4.34%
10Y Annualized Return

Rank 2 of 54

31.56%
4.13%64.70%
Sharpe Ratio

Rank 6 of 54

-0.18
-0.980.14
Maximum Drawdown

Rank 50 of 54

-49.05%
-91.88%-17.74%

FANG Plus PortfolioAsset Allocation


FANG Plus PortfolioPerformance

The chart shows the growth of $10,000 invested in FANG Plus Portfolio in Sep 2014 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $60,289 for a total return of roughly 502.89%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


-30.00%-20.00%-10.00%0.00%10.00%MarchAprilMayJuneJulyAugust
-8.32%
-2.76%
FANG Plus Portfolio
Benchmark (^GSPC)
Portfolio components

FANG Plus PortfolioReturns

As of Aug 13, 2022, the FANG Plus Portfolio returned -29.61% Year-To-Date and 31.56% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Benchmark12.08%-4.97%-10.20%-3.65%11.89%10.05%
FANG Plus Portfolio16.56%-11.03%-20.13%-16.42%24.76%25.58%
NVDA
NVIDIA Corporation
24.05%-27.52%-36.36%-4.96%37.18%60.10%
BABA
Alibaba Group Holding Limited
-13.22%-23.56%-20.22%-51.37%-8.99%0.12%
TSLA
Tesla, Inc.
28.73%-0.49%-14.83%27.16%65.99%43.59%
AMZN
Amazon.com, Inc.
31.43%-9.72%-13.90%-12.79%24.31%31.48%
TWTR
Twitter, Inc.
29.95%19.36%2.41%-32.39%22.71%-2.26%
GOOGL
Alphabet Inc.
6.72%-12.22%-16.00%-10.71%21.23%19.29%
NFLX
Netflix, Inc.
42.91%-38.64%-58.62%-51.35%7.79%18.49%
BIDU
Baidu, Inc.
-2.17%-14.71%-5.67%-14.91%-8.89%-5.80%
FB
Meta Platforms, Inc.
0.00%-25.69%-49.61%-52.91%0.17%10.35%
AAPL
Apple Inc.
18.15%0.27%-2.68%18.65%35.76%29.31%

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 -0.18. 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.


-1.00-0.500.000.501.00MarchAprilMayJuneJulyAugust
-0.44
-0.20
FANG Plus Portfolio
Benchmark (^GSPC)
Portfolio components

FANG Plus PortfolioDividends

FANG Plus Portfolio granted a 0.06% dividend yield in the last twelve months.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

0.06%0.05%0.07%0.13%0.23%0.18%0.25%0.33%0.36%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.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-25.87%
-10.77%
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 40.59%, recorded on May 24, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-40.59%Nov 5, 2021138May 24, 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 26.20%. 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.


10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%MarchAprilMayJuneJulyAugust
26.31%
16.68%
FANG Plus Portfolio
Benchmark (^GSPC)
Portfolio components

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