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.
Semiconductor Stocks PortfolioAsset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
INTC Intel Corporation | Technology | 10% |
MXIM Maxim Integrated Products, Inc. | 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% |
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 $141,472 for a total return of roughly 1,314.72%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Semiconductor Stocks PortfolioReturns
As of Jun 19, 2021, the Semiconductor Stocks Portfolio returned 9.57% Year-To-Date and 27.87% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Semiconductor Stocks Portfolio | 4.23% | 9.57% | 10.92% | 51.68% | 40.66% | 27.94% |
| Portfolio components: | ||||||
ADI Analog Devices, Inc. | 2.14% | 10.72% | 13.15% | 37.42% | 25.98% | 18.81% |
AMD Advanced Micro Devices, Inc. | 8.44% | -7.70% | -11.75% | 56.09% | 75.55% | 28.27% |
AVGO Broadcom Inc. | 1.87% | 6.69% | 7.49% | 57.02% | 28.38% | 32.40% |
INTC Intel Corporation | -0.50% | 13.11% | 18.74% | -4.15% | 14.54% | 13.41% |
MXIM Maxim Integrated Products, Inc. | 1.31% | 12.69% | 15.56% | 66.39% | 25.31% | 18.90% |
NVDA NVIDIA Corporation | 27.58% | 42.85% | 40.52% | 101.49% | 74.11% | 48.47% |
QCOM QUALCOMM Incorporated | 0.78% | -11.83% | -8.89% | 52.71% | 23.86% | 12.57% |
STM STMicroelectronics N.V. | -0.64% | -3.04% | -1.42% | 34.85% | 45.91% | 17.92% |
SWKS Skyworks Solutions, Inc. | -0.19% | 10.72% | 14.22% | 33.85% | 22.51% | 23.65% |
TXN Texas Instruments Incorporated | -1.20% | 12.84% | 12.88% | 50.38% | 27.53% | 22.36% |
| Returns over 1 year are annualized | ||||||
Semiconductor Stocks PortfolioDividends
Semiconductor Stocks Portfolio granted a 1.27% dividend yield in the last twelve months, as of Jun 19, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.27% | 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
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 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, 2020 | 18 | Mar 16, 2020 | 57 | Jun 5, 2020 | 75 |
| -32.65% | Feb 18, 2011 | 127 | Aug 19, 2011 | 521 | Sep 17, 2013 | 648 |
| -25.44% | Sep 25, 2018 | 63 | Dec 24, 2018 | 68 | Apr 3, 2019 | 131 |
| -21.69% | Apr 16, 2010 | 96 | Aug 31, 2010 | 45 | Nov 3, 2010 | 141 |
| -21.59% | Mar 23, 2015 | 109 | Aug 25, 2015 | 86 | Dec 28, 2015 | 195 |
| -21.41% | Dec 30, 2015 | 30 | Feb 11, 2016 | 49 | Apr 22, 2016 | 79 |
| -18.61% | Apr 25, 2019 | 26 | May 31, 2019 | 37 | Jul 24, 2019 | 63 |
| -17.09% | Sep 8, 2014 | 26 | Oct 13, 2014 | 32 | Nov 26, 2014 | 58 |
| -14.65% | Feb 17, 2021 | 14 | Mar 8, 2021 | 68 | Jun 14, 2021 | 82 |
| -14.53% | Jan 6, 2010 | 21 | Feb 4, 2010 | 40 | Apr 5, 2010 | 61 |
Semiconductor Stocks PortfolioVolatility Chart
Current Semiconductor Stocks Portfolio volatility is 16.30%. 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.