FANG Plus Portfolio
FANG+ is a portfolio that consists of 10 of today’s most traded tech giants.
FANG Plus PortfolioAsset 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% |
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 $50,424 for a total return of roughly 404.24%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
FANG Plus PortfolioReturns
As of Nov 29, 2022, the FANG Plus Portfolio returned -44.69% Year-To-Date and 26.49% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 1.45% | -4.22% | -16.96% | -14.99% | 8.39% | 8.62% |
| FANG Plus Portfolio | 2.87% | -7.45% | -33.20% | -36.27% | 17.56% | 21.84% |
| Portfolio components: | ||||||
NVDA NVIDIA Corporation | 13.05% | -16.20% | -46.79% | -53.11% | 25.82% | 53.95% |
BABA Alibaba Group Holding Limited | 25.29% | -16.86% | -32.77% | -39.32% | -14.74% | -1.96% |
TSLA Tesla, Inc. | -20.87% | -28.46% | -48.67% | -52.29% | 54.53% | 33.19% |
AMZN Amazon.com, Inc. | -10.63% | -23.12% | -44.56% | -48.10% | 9.47% | 23.35% |
TWTR Twitter, Inc. | 0.00% | 35.61% | 24.25% | 17.30% | 21.18% | 0.16% |
GOOGL Alphabet Inc. | -1.14% | -16.33% | -34.28% | -34.59% | 12.96% | 15.01% |
NFLX Netflix, Inc. | -4.99% | 42.30% | -53.36% | -57.68% | 8.43% | 19.49% |
BIDU Baidu, Inc. | 26.87% | -29.01% | -33.03% | -33.70% | -16.05% | -9.46% |
META Meta Platforms, Inc. | 10.34% | -43.47% | -67.46% | -67.62% | -9.20% | 4.24% |
AAPL Apple Inc. | -9.20% | -4.86% | -20.04% | -11.39% | 28.20% | 25.05% |
| Returns over 1 year are annualized | ||||||
FANG Plus PortfolioDividends
FANG Plus Portfolio granted a 0.08% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 0.08% | 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.
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 43.99%, recorded on Nov 9, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.99% | 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 |
FANG Plus PortfolioVolatility Chart
Current FANG Plus Portfolio volatility is 26.07%. 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.