Cloud Computing Stocks Portfolio
The Cloud Computing Stocks Portfolio is an equity-focused investment strategy that allocates assets across ten prominent cloud computing and technology companies. The equal 10% allocations to Microsoft, Apple, Autodesk, Adobe, Salesforce, Netflix, Alphabet, Amazon, Shopify, and IBM provide exposure to various sectors within the technology industry, such as software, streaming, e-commerce, and infrastructure. This portfolio is suitable for investors seeking capital appreciation and willing to accept the higher risk and volatility associated with concentrating investments in the technology sector.
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
MSFT Microsoft Corporation | Technology | 10% |
AAPL Apple Inc. | Technology | 10% |
ADSK Autodesk, Inc. | Technology | 10% |
ADBE Adobe Inc | Technology | 10% |
CRM salesforce.com, inc. | Technology | 10% |
NFLX Netflix, Inc. | Communication Services | 10% |
GOOGL Alphabet Inc. | Communication Services | 10% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 10% |
SHOP Shopify Inc. | Technology | 10% |
IBM International Business Machines Corporation | Technology | 10% |
Performance
The chart shows the growth of an initial investment of $10,000 in Cloud Computing Stocks Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Sep 30, 2023, the Cloud Computing Stocks Portfolio returned 37.40% Year-To-Date and 24.61% of annualized return in the last 10 years.
| 1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -4.87% | 4.35% | 11.68% | 19.59% | 7.97% | 8.74% |
| Cloud Computing Stocks Portfolio | -8.47% | 13.17% | 37.40% | 44.74% | 16.00% | 24.61% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | -3.66% | 9.99% | 32.56% | 36.88% | 23.65% | 27.45% |
AAPL Apple Inc. | -8.87% | 4.11% | 32.33% | 24.62% | 25.84% | 23.35% |
ADSK Autodesk, Inc. | -6.77% | -0.60% | 10.72% | 10.77% | 5.89% | 16.57% |
ADBE Adobe Inc | -8.84% | 32.31% | 51.52% | 85.28% | 13.14% | 24.73% |
CRM salesforce.com, inc. | -8.43% | 1.50% | 52.94% | 40.98% | 4.88% | 13.03% |
NFLX Netflix, Inc. | -12.93% | 9.30% | 28.05% | 60.38% | -0.20% | 18.90% |
GOOGL Alphabet Inc. | -3.90% | 26.15% | 48.32% | 36.81% | 16.76% | 20.37% |
AMZN Amazon.com, Inc. | -7.89% | 23.07% | 51.33% | 12.50% | 4.88% | 23.66% |
SHOP Shopify Inc. | -17.93% | 13.83% | 57.22% | 102.56% | 27.34% | 44.20% |
IBM International Business Machines Corporation | -4.45% | 9.73% | 3.35% | 24.02% | 4.16% | 2.46% |
| Returns over 1 year are annualized | ||||||
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 12.54% | -0.12% | 10.74% | 6.10% | 4.69% | 0.64% |
Dividend yield
Cloud Computing Stocks Portfolio granted a 0.61% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cloud Computing Stocks Portfolio | 0.61% | 0.66% | 0.63% | 0.75% | 0.81% | 1.05% | 0.86% | 0.92% | 0.99% | 0.86% | 0.84% | 0.76% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.86% | 1.07% | 0.69% | 0.96% | 1.24% | 1.78% | 1.99% | 2.59% | 2.61% | 2.86% | 3.07% | 3.79% |
AAPL Apple Inc. | 0.55% | 0.70% | 0.49% | 0.62% | 1.06% | 1.86% | 1.54% | 2.07% | 2.12% | 1.87% | 2.40% | 1.16% |
ADSK Autodesk, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ADBE Adobe Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CRM salesforce.com, inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NFLX Netflix, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GOOGL Alphabet Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMZN Amazon.com, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SHOP Shopify Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBM International Business Machines Corporation | 4.72% | 4.85% | 5.16% | 5.91% | 5.77% | 6.89% | 5.07% | 4.53% | 5.16% | 3.89% | 2.96% | 2.64% |
Expense Ratio
The Cloud Computing Stocks Portfolio has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
MSFT Microsoft Corporation | 1.05 | ||||
AAPL Apple Inc. | 0.53 | ||||
ADSK Autodesk, Inc. | 0.22 | ||||
ADBE Adobe Inc | 2.32 | ||||
CRM salesforce.com, inc. | 0.98 | ||||
NFLX Netflix, Inc. | 1.24 | ||||
GOOGL Alphabet Inc. | 0.91 | ||||
AMZN Amazon.com, Inc. | 0.20 | ||||
SHOP Shopify Inc. | 1.33 | ||||
IBM International Business Machines Corporation | 1.07 |
Asset Correlations Table
| IBM | SHOP | NFLX | AAPL | ADSK | CRM | AMZN | GOOGL | ADBE | MSFT | |
|---|---|---|---|---|---|---|---|---|---|---|
| IBM | 1.00 | 0.18 | 0.23 | 0.39 | 0.39 | 0.32 | 0.30 | 0.40 | 0.36 | 0.42 |
| SHOP | 0.18 | 1.00 | 0.45 | 0.44 | 0.52 | 0.54 | 0.51 | 0.45 | 0.54 | 0.48 |
| NFLX | 0.23 | 0.45 | 1.00 | 0.47 | 0.47 | 0.49 | 0.56 | 0.49 | 0.54 | 0.51 |
| AAPL | 0.39 | 0.44 | 0.47 | 1.00 | 0.54 | 0.54 | 0.59 | 0.62 | 0.59 | 0.66 |
| ADSK | 0.39 | 0.52 | 0.47 | 0.54 | 1.00 | 0.65 | 0.55 | 0.58 | 0.69 | 0.63 |
| CRM | 0.32 | 0.54 | 0.49 | 0.54 | 0.65 | 1.00 | 0.59 | 0.58 | 0.70 | 0.65 |
| AMZN | 0.30 | 0.51 | 0.56 | 0.59 | 0.55 | 0.59 | 1.00 | 0.69 | 0.63 | 0.67 |
| GOOGL | 0.40 | 0.45 | 0.49 | 0.62 | 0.58 | 0.58 | 0.69 | 1.00 | 0.66 | 0.72 |
| ADBE | 0.36 | 0.54 | 0.54 | 0.59 | 0.69 | 0.70 | 0.63 | 0.66 | 1.00 | 0.75 |
| MSFT | 0.42 | 0.48 | 0.51 | 0.66 | 0.63 | 0.65 | 0.67 | 0.72 | 0.75 | 1.00 |
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 Cloud Computing Stocks 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 Cloud Computing Stocks Portfolio is 44.98%, recorded on Oct 11, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.98% | Nov 22, 2021 | 223 | Oct 11, 2022 | — | — | — |
| -29.48% | Feb 20, 2020 | 18 | Mar 16, 2020 | 39 | May 11, 2020 | 57 |
| -27.3% | Oct 2, 2018 | 58 | Dec 24, 2018 | 59 | Mar 21, 2019 | 117 |
| -22.69% | Dec 7, 2015 | 44 | Feb 9, 2016 | 117 | Jul 27, 2016 | 161 |
| -14.48% | Sep 3, 2020 | 14 | Sep 23, 2020 | 81 | Jan 20, 2021 | 95 |
Volatility Chart
The current Cloud Computing Stocks Portfolio volatility is 4.74%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.