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.
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 $57,710 for a total return of roughly 477.10%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Tech Stocks Dividend PortfolioReturns
As of Nov 27, 2021, the Tech Stocks Dividend Portfolio returned 24.49% Year-To-Date and 18.51% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 0.43% | 9.37% | 22.33% | 26.59% | 15.74% | 14.46% |
| Tech Stocks Dividend Portfolio | 5.41% | 8.57% | 24.49% | 32.04% | 22.74% | 18.51% |
| Portfolio components: | ||||||
CSCO Cisco Systems, Inc. | -2.04% | 4.73% | 25.75% | 32.41% | 16.26% | 15.17% |
MSFT Microsoft Corporation | 6.51% | 32.73% | 49.47% | 55.44% | 42.45% | 32.32% |
ORCL Oracle Corporation | -4.79% | 17.74% | 44.93% | 63.30% | 20.01% | 13.60% |
GLW Corning Incorporated | 4.43% | -11.30% | 8.00% | 4.23% | 12.16% | 12.68% |
HPQ HP Inc. | 14.73% | 9.12% | 43.37% | 59.76% | 21.53% | 14.31% |
QCOM QUALCOMM Incorporated | 33.20% | 32.79% | 17.04% | 24.29% | 24.79% | 15.71% |
TXN Texas Instruments Incorporated | -3.84% | 0.71% | 17.40% | 22.26% | 23.60% | 23.95% |
INTC Intel Corporation | 1.74% | -14.36% | 0.45% | 6.37% | 9.36% | 10.82% |
AAPL Apple Inc. | 5.17% | 25.54% | 18.91% | 35.98% | 42.95% | 29.89% |
IBM International Business Machines Corporation | -3.44% | -13.67% | 1.07% | 2.44% | -1.36% | -0.49% |
| Returns over 1 year are annualized | ||||||
Tech Stocks Dividend PortfolioDividends
Tech Stocks Dividend Portfolio granted a 2.21% dividend yield in the last twelve months, as of Nov 27, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.21% | 2.34% | 2.50% | 2.84% | 2.40% | 2.64% | 2.72% | 2.08% | 2.14% | 2.39% | 1.62% | 1.21% |
Tech Stocks Dividend PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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, 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
Current Tech Stocks Dividend Portfolio volatility is 36.64%. 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.