Semiconductor Stocks Portfolio
This portfolio consists of 10 of the most prominent semiconductor companies. In recent years, the semiconductor industry has significantly outpaced the overall market. As a result, the demand for chip manufacturers' production remains historically high, positively affecting the companies' prices and financial performance.
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
INTC Intel Corporation | Technology | 10% |
ADI Analog Devices, Inc. | Technology | 10% |
AVGO Broadcom Inc. | Technology | 10% |
NVDA NVIDIA Corporation | Technology | 10% |
QCOM QUALCOMM Incorporated | Technology | 10% |
AMD Advanced Micro Devices, Inc. | Technology | 10% |
STM STMicroelectronics N.V. | Technology | 10% |
TXN Texas Instruments Incorporated | Technology | 10% |
SWKS Skyworks Solutions, Inc. | Technology | 10% |
MU Micron Technology, Inc. | 10% |
Performance
The chart shows the growth of $10,000 invested in Semiconductor Stocks Portfolio in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $213,559 for a total return of roughly 2,035.59%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 25, 2023, the Semiconductor Stocks Portfolio returned 28.70% Year-To-Date and 29.88% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 0.19% | 3.59% | 7.70% | -12.45% | 8.78% | 9.76% |
| Semiconductor Stocks Portfolio | 7.72% | 27.15% | 32.79% | -8.56% | 22.62% | 29.50% |
| Portfolio components: | ||||||
INTC Intel Corporation | 16.07% | 11.75% | 8.77% | -41.20% | -8.04% | 6.09% |
ADI Analog Devices, Inc. | 1.00% | 13.17% | 31.38% | 13.64% | 17.46% | 17.47% |
AVGO Broadcom Inc. | 9.28% | 12.92% | 35.83% | 2.92% | 25.08% | 36.77% |
NVDA NVIDIA Corporation | 13.95% | 81.58% | 112.07% | -4.10% | 36.64% | 56.77% |
QCOM QUALCOMM Incorporated | 0.01% | 13.11% | 3.27% | -19.91% | 20.97% | 9.44% |
AMD Advanced Micro Devices, Inc. | 23.72% | 49.16% | 42.16% | -19.27% | 57.51% | 43.91% |
STM STMicroelectronics N.V. | 3.82% | 38.52% | 48.33% | 11.28% | 17.61% | 23.26% |
TXN Texas Instruments Incorporated | 4.68% | 7.92% | 11.43% | -1.49% | 14.62% | 20.65% |
SWKS Skyworks Solutions, Inc. | 1.44% | 24.81% | 21.36% | -16.08% | 4.00% | 19.41% |
MU Micron Technology, Inc. | 2.77% | 19.63% | 19.87% | -22.85% | 2.89% | 19.77% |
| Returns over 1 year are annualized | ||||||
Dividends
Semiconductor Stocks Portfolio granted a 2.24% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.24% | 2.03% | 1.27% | 1.39% | 1.66% | 2.13% | 1.65% | 1.91% | 2.51% | 2.22% | 2.38% | 2.48% |
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 Semiconductor 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 Semiconductor Stocks Portfolio is 43.28%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.28% | Dec 28, 2021 | 202 | Oct 14, 2022 | — | — | — |
| -37.31% | Feb 18, 2011 | 157 | Oct 3, 2011 | 486 | Sep 9, 2013 | 643 |
| -36.77% | Feb 20, 2020 | 18 | Mar 16, 2020 | 57 | Jun 5, 2020 | 75 |
| -27.17% | Mar 23, 2015 | 226 | Feb 11, 2016 | 74 | May 27, 2016 | 300 |
| -26.96% | Sep 25, 2018 | 63 | Dec 24, 2018 | 68 | Apr 3, 2019 | 131 |
| -23.64% | Apr 16, 2010 | 96 | Aug 31, 2010 | 46 | Nov 4, 2010 | 142 |
| -19.79% | Apr 25, 2019 | 26 | May 31, 2019 | 37 | Jul 24, 2019 | 63 |
| -17.16% | Sep 9, 2014 | 25 | Oct 13, 2014 | 32 | Nov 26, 2014 | 57 |
| -15.4% | Jan 11, 2010 | 18 | Feb 4, 2010 | 40 | Apr 5, 2010 | 58 |
| -15.16% | Sep 16, 2009 | 35 | Nov 3, 2009 | 21 | Dec 3, 2009 | 56 |
Volatility Chart
Current Semiconductor Stocks Portfolio volatility is 22.05%. 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.