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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. The demand for chip manufacturers' production remains at a historically high level, positively affecting the companies' prices and financial performance.

Expense Ratio
0.00%
Dividend Yield
1.28%

Semiconductor Stocks PortfolioAsset Allocation


INTC 10%MXIM 10%ADI 10%AVGO 10%NVDA 10%QCOM 10%AMD 10%STM 10%TXN 10%SWKS 10%EquityEquity
PositionCategory/SectorWeight
INTC
Intel Corporation
Technology10%
MXIM
Maxim Integrated Products, Inc.
Technology10%
ADI
Analog Devices, Inc.
Technology10%
AVGO
Broadcom Inc.
Technology10%
NVDA
NVIDIA Corporation
Technology10%
QCOM
QUALCOMM Incorporated
Technology10%
AMD
Advanced Micro Devices, Inc.
Technology10%
STM
STMicroelectronics N.V.
Technology10%
TXN
Texas Instruments Incorporated
Technology10%
SWKS
Skyworks Solutions, Inc.
Technology10%

Semiconductor Stocks PortfolioPerformance

The chart shows the growth of $10,000 invested in Semiconductor Stocks Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $141,868 for a total return of roughly 1,318.68%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


0.00%500.00%1,000.00%20122014201620182020
1,318.68%
259.57%
S&P 500

Semiconductor Stocks PortfolioReturns

As of Apr 9, 2021, the Semiconductor Stocks Portfolio returned 9.88% Year-To-Date and 27.28% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Semiconductor Stocks Portfolio8.78%9.88%21.79%81.09%44.23%27.28%
ADI
Analog Devices, Inc.
8.22%9.93%35.55%62.58%25.15%18.46%
AMD
Advanced Micro Devices, Inc.
3.71%-11.20%-5.86%66.92%97.49%25.56%
AVGO
Broadcom Inc.
9.93%11.37%31.74%92.04%29.76%34.52%
INTC
Intel Corporation
4.61%32.39%24.49%14.05%18.85%16.03%
MXIM
Maxim Integrated Products, Inc.
9.76%9.09%35.37%84.13%24.99%18.05%
NVDA
NVIDIA Corporation
10.71%6.18%0.19%107.92%74.05%42.78%
QCOM
QUALCOMM Incorporated
6.93%-8.94%13.88%92.48%26.56%13.11%
STM
STMicroelectronics N.V.
8.72%4.94%16.32%69.33%50.03%16.18%
SWKS
Skyworks Solutions, Inc.
9.55%23.88%25.41%105.88%21.49%22.69%
TXN
Texas Instruments Incorporated
14.22%19.28%33.17%81.61%30.97%21.93%

Semiconductor Stocks 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 Semiconductor Stocks Portfolio Sharpe ratio is 3.09. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


Semiconductor Stocks PortfolioDividends

Semiconductor Stocks Portfolio granted a 1.28% dividend yield in the last twelve months, as of Apr 9, 2021.


PeriodTTM20202019201820172016201520142013201220112010
Dividend yield
1.28%1.48%1.84%2.41%1.71%1.97%2.44%2.18%2.25%2.22%2.03%1.43%

Semiconductor Stocks PortfolioDrawdowns Chart


Semiconductor Stocks PortfolioWorst 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 {{portfolioName}} is 35.76%, recorded on Mar 16, 2020. It took 57 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-35.76%Feb 20, 202018Mar 16, 202057Jun 5, 202075
-32.65%Feb 18, 2011127Aug 19, 2011521Sep 17, 2013648
-25.44%Sep 25, 201863Dec 24, 201868Apr 3, 2019131
-21.69%Apr 16, 201096Aug 31, 201045Nov 3, 2010141
-21.59%Mar 23, 2015109Aug 25, 201586Dec 28, 2015195
-21.41%Dec 30, 201530Feb 11, 201649Apr 22, 201679
-18.61%Apr 25, 201926May 31, 201937Jul 24, 201963
-17.09%Sep 8, 201426Oct 13, 201432Nov 26, 201458
-14.65%Feb 17, 202114Mar 8, 2021
-14.53%Jan 6, 201021Feb 4, 201040Apr 5, 201061

Semiconductor Stocks PortfolioVolatility Chart

The chart below shows the rolling 10-day volatility of the Semiconductor Stocks Portfolio. Volatility is a statistical measure showing how big price swings are in either direction. The higher portfolio volatility, the riskier it is, because the price movements are less predictable.


More Tools for Semiconductor Stocks Portfolio