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.
Semiconductor Stocks PortfolioAsset 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% |
Semiconductor Stocks PortfolioPerformance
The chart shows the growth of $10,000 invested in Semiconductor Stocks Portfolio in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $129,944 for a total return of roughly 1,199.44%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Semiconductor Stocks PortfolioReturns
As of Nov 30, 2022, the Semiconductor Stocks Portfolio returned -34.26% Year-To-Date and 27.50% 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% | 10.84% |
| Semiconductor Stocks Portfolio | 8.19% | -15.18% | -31.11% | -31.70% | 18.45% | 28.96% |
| Portfolio components: | ||||||
INTC Intel Corporation | 0.76% | -33.38% | -41.64% | -39.89% | -5.84% | 7.14% |
ADI Analog Devices, Inc. | 13.12% | -2.21% | -5.41% | -8.90% | 15.87% | 17.71% |
AVGO Broadcom Inc. | 10.25% | -8.63% | -19.80% | -4.83% | 17.44% | 34.53% |
NVDA NVIDIA Corporation | 13.05% | -16.20% | -46.79% | -53.11% | 25.82% | 49.78% |
QCOM QUALCOMM Incorporated | -1.33% | -16.97% | -34.70% | -34.77% | 15.21% | 9.40% |
AMD Advanced Micro Devices, Inc. | 18.35% | -27.95% | -49.00% | -54.67% | 46.55% | 42.07% |
STM STMicroelectronics N.V. | 15.34% | -7.59% | -24.12% | -24.46% | 11.31% | 22.19% |
TXN Texas Instruments Incorporated | 7.20% | -0.71% | -5.62% | -8.49% | 15.26% | 22.61% |
SWKS Skyworks Solutions, Inc. | 3.19% | -16.04% | -40.51% | -40.43% | -1.26% | 16.35% |
MU Micron Technology, Inc. | 2.00% | -25.05% | -40.50% | -35.59% | 5.57% | 25.03% |
| Returns over 1 year are annualized | ||||||
Semiconductor Stocks PortfolioDividends
Semiconductor Stocks Portfolio granted a 2.00% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.00% | 1.26% | 1.38% | 1.64% | 2.11% | 1.64% | 1.89% | 2.49% | 2.21% | 2.36% | 2.46% | 2.30% | 1.51% |
Semiconductor Stocks PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 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 |
| -15.45% | Jan 11, 2010 | 18 | Feb 4, 2010 | 46 | Apr 13, 2010 | 64 |
| -13.7% | Feb 17, 2021 | 14 | Mar 8, 2021 | 22 | Apr 8, 2021 | 36 |
Semiconductor Stocks PortfolioVolatility Chart
Current Semiconductor Stocks Portfolio volatility is 35.12%. 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.