FANG Plus Portfolio
FANG+ is a portfolio that consists of 10 of today’s most traded tech giants.
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
NVDA NVIDIA Corporation | Technology | 10% |
BABA Alibaba Group Holding Limited | Consumer Cyclical | 10% |
TSLA Tesla, Inc. | Consumer Cyclical | 10% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 10% |
TWTR Twitter, Inc. | Communication Services | 10% |
GOOGL Alphabet Inc. | Communication Services | 10% |
NFLX Netflix, Inc. | Communication Services | 10% |
BIDU Baidu, Inc. | Communication Services | 10% |
META Meta Platforms, Inc. | Communication Services | 10% |
AAPL Apple Inc. | Technology | 10% |
Performance
The chart shows the growth of $10,000 invested in FANG Plus Portfolio in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $67,034 for a total return of roughly 570.34%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Apr 1, 2023, the FANG Plus Portfolio returned 36.65% Year-To-Date and 25.02% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 3.51% | 7.03% | 12.88% | -10.71% | 9.25% | 8.75% |
| FANG Plus Portfolio | 11.18% | 36.65% | 32.07% | -2.64% | 21.89% | 25.02% |
| Portfolio components: | ||||||
NVDA NVIDIA Corporation | 19.67% | 90.10% | 127.40% | 0.41% | 37.10% | 61.97% |
BABA Alibaba Group Holding Limited | 16.39% | 16.00% | 29.24% | -12.35% | -11.05% | 1.00% |
TSLA Tesla, Inc. | 0.85% | 68.42% | -22.65% | -43.11% | 63.53% | 33.87% |
AMZN Amazon.com, Inc. | 9.61% | 22.96% | -10.03% | -37.89% | 7.38% | 23.96% |
TWTR Twitter, Inc. | 0.00% | 0.00% | 25.64% | 37.69% | 13.11% | 0.15% |
GOOGL Alphabet Inc. | 15.18% | 17.57% | 6.48% | -26.92% | 14.87% | 15.55% |
NFLX Netflix, Inc. | 7.25% | 17.16% | 44.12% | -9.43% | 3.19% | 21.58% |
BIDU Baidu, Inc. | 9.61% | 31.95% | 28.20% | 4.93% | -7.53% | -4.58% |
META Meta Platforms, Inc. | 21.15% | 76.12% | 55.37% | -6.98% | 5.81% | 12.46% |
AAPL Apple Inc. | 11.86% | 27.11% | 16.10% | -6.68% | 32.76% | 26.28% |
| Returns over 1 year are annualized | ||||||
Dividends
FANG Plus Portfolio granted a 0.08% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 0.08% | 0.08% | 0.05% | 0.07% | 0.13% | 0.23% | 0.18% | 0.25% | 0.33% | 0.36% | 0.44% | 0.18% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst 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 44.19%, recorded on Nov 9, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.19% | Nov 5, 2021 | 255 | Nov 9, 2022 | — | — | — |
| -34.13% | Feb 20, 2020 | 20 | Mar 18, 2020 | 55 | Jun 5, 2020 | 75 |
| -31.99% | Jun 21, 2018 | 129 | Dec 24, 2018 | 249 | Dec 19, 2019 | 378 |
| -26.15% | Dec 7, 2015 | 44 | Feb 9, 2016 | 123 | Aug 4, 2016 | 167 |
| -16.38% | Feb 17, 2021 | 14 | Mar 8, 2021 | 124 | Sep 1, 2021 | 138 |
| -16.07% | Jul 22, 2015 | 24 | Aug 24, 2015 | 44 | Oct 26, 2015 | 68 |
| -14.79% | Mar 13, 2018 | 14 | Apr 2, 2018 | 43 | Jun 1, 2018 | 57 |
| -13.49% | Sep 3, 2020 | 3 | Sep 8, 2020 | 57 | Nov 27, 2020 | 60 |
| -11.21% | Nov 17, 2014 | 41 | Jan 15, 2015 | 17 | Feb 10, 2015 | 58 |
| -9.37% | Sep 22, 2014 | 19 | Oct 16, 2014 | 21 | Nov 14, 2014 | 40 |
Volatility Chart
Current FANG Plus Portfolio volatility is 17.67%. 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.