Tech Stocks Dividend Portfolio
This portfolio of the 10 biggest dividend-paying tech stocks. Suitable for investors looking for a combination of money flow from dividend payments and maximum long-term growth potential that tech companies could provide.
- Expense Ratio
- 0.00%
- Dividend Yield
- 1.98%
Tech Stocks Dividend PortfolioAsset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
CSCO Cisco Systems, Inc. | Technology | 10% |
MSFT Microsoft Corporation | Technology | 10% |
ORCL Oracle Corporation | Technology | 10% |
GLW Corning Incorporated | Technology | 10% |
HPQ HP Inc. | Technology | 10% |
QCOM QUALCOMM Incorporated | Technology | 10% |
TXN Texas Instruments Incorporated | Technology | 10% |
INTC Intel Corporation | Technology | 10% |
AAPL Apple Inc. | Technology | 10% |
IBM International Business Machines Corporation | Technology | 10% |
Tech Stocks Dividend PortfolioPerformance
The chart shows the growth of $10,000 invested in Tech Stocks Dividend Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $54,388 for a total return of roughly 443.88%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Tech Stocks Dividend PortfolioReturns
As of Apr 11, 2021, the Tech Stocks Dividend Portfolio returned 17.32% Year-To-Date and 17.49% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Tech Stocks Dividend Portfolio | 9.31% | 17.32% | 28.35% | 69.22% | 25.24% | 17.49% |
| Portfolio components: | ||||||
AAPL Apple Inc. | 9.05% | 0.38% | 14.07% | 100.05% | 39.38% | 29.19% |
CSCO Cisco Systems, Inc. | 7.51% | 18.19% | 32.72% | 30.58% | 17.23% | 15.07% |
GLW Corning Incorporated | 11.87% | 25.08% | 30.27% | 117.41% | 19.82% | 11.45% |
HPQ HP Inc. | 8.70% | 34.12% | 71.67% | 112.20% | 25.90% | 8.78% |
IBM International Business Machines Corporation | 6.76% | 9.27% | 9.19% | 17.91% | 2.55% | 1.48% |
INTC Intel Corporation | 7.82% | 37.84% | 30.96% | 22.57% | 19.75% | 16.70% |
MSFT Microsoft Corporation | 7.89% | 15.30% | 19.14% | 56.50% | 38.80% | 28.83% |
ORCL Oracle Corporation | 12.60% | 17.79% | 24.61% | 44.47% | 15.33% | 9.98% |
QCOM QUALCOMM Incorporated | 6.70% | -7.29% | 13.60% | 100.77% | 26.75% | 13.46% |
TXN Texas Instruments Incorporated | 11.71% | 19.79% | 31.22% | 86.60% | 31.06% | 22.18% |
| Returns over 1 year are annualized | ||||||
Tech Stocks Dividend PortfolioDividends
Tech Stocks Dividend Portfolio granted a 1.99% dividend yield in the last twelve months, as of Apr 11, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.99% | 2.34% | 2.50% | 2.84% | 2.40% | 2.80% | 2.81% | 2.08% | 2.14% | 2.39% | 1.62% | 1.21% |
Tech Stocks Dividend PortfolioDrawdowns Chart
Tech Stocks Dividend PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Tech Stocks Dividend 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 30.79%, recorded on Mar 23, 2020. It took 92 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.79% | Feb 13, 2020 | 27 | Mar 23, 2020 | 92 | Aug 3, 2020 | 119 |
| -22.04% | Feb 10, 2011 | 133 | Aug 19, 2011 | 124 | Feb 16, 2012 | 257 |
| -21.64% | Feb 25, 2015 | 243 | Feb 10, 2016 | 113 | Jul 22, 2016 | 356 |
| -21.47% | Oct 4, 2018 | 56 | Dec 24, 2018 | 75 | Apr 12, 2019 | 131 |
| -17.47% | Apr 27, 2010 | 89 | Aug 31, 2010 | 45 | Nov 3, 2010 | 134 |
| -16.58% | Mar 27, 2012 | 163 | Nov 16, 2012 | 111 | Apr 30, 2013 | 274 |
| -13.18% | Apr 24, 2019 | 28 | Jun 3, 2019 | 29 | Jul 15, 2019 | 57 |
| -12.1% | Jan 29, 2018 | 9 | Feb 8, 2018 | 81 | Jun 6, 2018 | 90 |
| -10.98% | Jul 30, 2019 | 19 | Aug 23, 2019 | 53 | Nov 7, 2019 | 72 |
| -10.64% | Oct 13, 2020 | 12 | Oct 28, 2020 | 13 | Nov 16, 2020 | 25 |
Tech Stocks Dividend PortfolioVolatility Chart
The chart below shows the rolling 10-day volatility of the Tech Stocks Dividend 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.