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Tech Stocks Dividend Portfolio

Last updated Nov 30, 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

2.85%
0.00%4.60%
10Y Annualized Return

Rank 8 of 54

17.39%
3.45%54.48%
Sharpe Ratio

Rank 7 of 54

-0.55
-1.210.45
Maximum Drawdown

Rank 22 of 54

-29.19%
-91.88%-19.55%

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 $50,514 for a total return of roughly 405.14%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovember
-8.13%
-5.25%
Tech Stocks Dividend Portfolio
Benchmark (^GSPC)
Portfolio components

Tech Stocks Dividend PortfolioReturns

As of Nov 30, 2022, the Tech Stocks Dividend Portfolio returned -19.86% Year-To-Date and 17.39% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Benchmark1.45%-4.22%-16.96%-14.99%8.39%10.84%
Tech Stocks Dividend Portfolio2.36%-6.75%-17.21%-14.61%13.42%16.71%
CSCO
Cisco Systems, Inc.
5.78%9.14%-21.42%-10.70%8.55%13.24%
MSFT
Microsoft Corporation
2.18%-11.16%-27.87%-27.94%24.88%27.08%
ORCL
Oracle Corporation
4.51%13.49%-5.69%-11.50%12.37%11.36%
GLW
Corning Incorporated
3.67%-5.22%-7.49%-10.45%3.40%13.43%
HPQ
HP Inc.
2.96%-24.51%-21.61%-17.26%9.37%20.66%
QCOM
QUALCOMM Incorporated
-1.33%-16.97%-34.70%-34.77%15.21%9.40%
TXN
Texas Instruments Incorporated
7.20%-0.71%-5.62%-8.49%15.26%22.61%
INTC
Intel Corporation
0.76%-33.38%-41.64%-39.89%-5.84%7.14%
AAPL
Apple Inc.
-9.20%-4.86%-20.04%-11.39%28.20%22.92%
IBM
International Business Machines Corporation
7.02%8.11%15.03%29.75%4.81%1.76%

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 -0.55. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.80-0.60-0.40-0.200.000.20JulyAugustSeptemberOctoberNovember
-0.49
-0.56
Tech Stocks Dividend Portfolio
Benchmark (^GSPC)
Portfolio components

Tech Stocks Dividend PortfolioDividends

Tech Stocks Dividend Portfolio granted a 2.85% dividend yield in the last twelve months.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

2.85%2.15%2.48%2.73%3.19%2.77%3.11%3.31%2.59%2.73%3.12%2.18%1.67%

Tech Stocks Dividend PortfolioDrawdowns Chart

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


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%2022FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovember
-18.39%
-17.49%
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
-29.22%Jan 5, 2022194Oct 12, 2022
-22.04%Feb 10, 2011133Aug 19, 2011124Feb 16, 2012257
-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 26.07%. 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%15.00%20.00%25.00%30.00%35.00%40.00%45.00%JulyAugustSeptemberOctoberNovember
19.85%
12.66%
Tech Stocks Dividend Portfolio
Benchmark (^GSPC)
Portfolio components