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Tech Stocks Dividend Portfolio

Last updated Aug 13, 2022

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

Rank 8 of 54

0.00%
0.00%0.94%
Dividend Yield

Rank 12 of 54

2.49%
0.00%4.34%
10Y Annualized Return

Rank 10 of 54

18.43%
4.13%64.70%
Sharpe Ratio

Rank 1 of 54

0.14
-0.980.14
Maximum Drawdown

Rank 22 of 54

-29.19%
-91.88%-17.74%

Tech Stocks Dividend PortfolioAsset Allocation


Tech Stocks Dividend PortfolioPerformance

The chart shows the growth of $10,000 invested in Tech Stocks Dividend Portfolio in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $55,504 for a total return of roughly 455.04%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


-15.00%-10.00%-5.00%0.00%5.00%MarchAprilMayJuneJulyAugust
-2.70%
-2.76%
Tech Stocks Dividend Portfolio
Benchmark (^GSPC)
Portfolio components

Tech Stocks Dividend PortfolioReturns

As of Aug 13, 2022, the Tech Stocks Dividend Portfolio returned -7.60% Year-To-Date and 18.43% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Benchmark12.08%-4.97%-10.20%-3.65%11.89%11.81%
Tech Stocks Dividend Portfolio11.15%-5.91%-9.04%-0.20%19.08%17.09%
CSCO
Cisco Systems, Inc.
8.75%-13.70%-24.84%-14.16%11.49%13.89%
MSFT
Microsoft Corporation
15.07%-3.04%-12.82%2.56%33.90%27.99%
ORCL
Oracle Corporation
12.41%-2.49%-8.14%-10.31%12.24%11.37%
GLW
Corning Incorporated
16.01%-10.37%2.29%-5.83%8.10%15.43%
HPQ
HP Inc.
10.60%-7.85%-6.78%18.26%16.29%17.89%
QCOM
QUALCOMM Incorporated
13.79%-12.26%-16.49%5.00%27.20%12.45%
TXN
Texas Instruments Incorporated
20.81%10.08%0.34%0.41%21.21%23.43%
INTC
Intel Corporation
-1.95%-24.74%-28.05%-31.09%2.80%6.17%
AAPL
Apple Inc.
18.15%0.27%-2.68%18.65%35.76%24.49%
IBM
International Business Machines Corporation
-2.50%2.86%3.99%3.66%4.62%0.32%

Tech Stocks Dividend 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 Tech Stocks Dividend Portfolio Sharpe ratio is 0.14. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-0.500.000.501.00MarchAprilMayJuneJulyAugust
-0.02
-0.20
Tech Stocks Dividend Portfolio
Benchmark (^GSPC)
Portfolio components

Tech Stocks Dividend PortfolioDividends

Tech Stocks Dividend Portfolio granted a 2.49% dividend yield in the last twelve months.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

2.49%2.13%2.46%2.70%3.16%2.74%3.08%3.28%2.57%2.70%3.09%2.16%1.66%

Tech Stocks Dividend PortfolioDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-10.33%
-10.77%
Tech Stocks Dividend Portfolio
Benchmark (^GSPC)
Portfolio components

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 Tech Stocks Dividend Portfolio 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, 202027Mar 23, 202092Aug 3, 2020119
-22.04%Feb 10, 2011133Aug 19, 2011124Feb 16, 2012257
-21.79%Jan 5, 2022113Jun 16, 2022
-21.64%Feb 25, 2015243Feb 10, 2016113Jul 22, 2016356
-21.47%Oct 4, 201856Dec 24, 201875Apr 12, 2019131
-17.47%Apr 27, 201089Aug 31, 201045Nov 3, 2010134
-16.59%Mar 27, 2012164Nov 16, 2012111Apr 30, 2013275
-13.18%Apr 24, 201928Jun 3, 201929Jul 15, 201957
-12.1%Jan 29, 20189Feb 8, 201881Jun 6, 201890
-10.98%Jul 30, 201919Aug 23, 201953Nov 7, 201972

Tech Stocks Dividend PortfolioVolatility Chart

Current Tech Stocks Dividend Portfolio volatility is 26.20%. 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.


10.00%20.00%30.00%40.00%50.00%MarchAprilMayJuneJulyAugust
22.44%
16.68%
Tech Stocks Dividend Portfolio
Benchmark (^GSPC)
Portfolio components

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