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.
Asset 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% |
Performance
The chart shows the growth of $10,000 invested in Tech Stocks Dividend Portfolio in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $3,502,210 for a total return of roughly 34,922.10%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Apr 1, 2023, the Tech Stocks Dividend Portfolio returned 14.53% Year-To-Date and 16.42% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 3.51% | 7.03% | 12.88% | -10.71% | 9.25% | 10.16% |
| Tech Stocks Dividend Portfolio | 9.09% | 14.53% | 23.93% | -6.02% | 15.26% | 16.42% |
| Portfolio components: | ||||||
CSCO Cisco Systems, Inc. | 7.97% | 10.62% | 31.10% | -3.60% | 7.25% | 13.12% |
MSFT Microsoft Corporation | 15.59% | 20.52% | 22.04% | -7.24% | 27.33% | 28.38% |
ORCL Oracle Corporation | 6.32% | 14.10% | 52.68% | 13.40% | 17.14% | 12.81% |
GLW Corning Incorporated | 3.92% | 11.37% | 21.06% | -3.08% | 7.76% | 13.07% |
HPQ HP Inc. | 0.35% | 10.24% | 19.38% | -21.86% | 9.36% | 14.00% |
QCOM QUALCOMM Incorporated | 3.91% | 16.75% | 12.48% | -14.50% | 21.45% | 9.94% |
TXN Texas Instruments Incorporated | 8.49% | 13.39% | 19.17% | 2.09% | 15.43% | 21.38% |
INTC Intel Corporation | 31.05% | 25.12% | 27.05% | -33.66% | -6.25% | 7.49% |
AAPL Apple Inc. | 11.86% | 27.11% | 16.10% | -6.68% | 32.76% | 28.71% |
IBM International Business Machines Corporation | 1.38% | -5.81% | 10.40% | 4.16% | 2.63% | -0.39% |
| Returns over 1 year are annualized | ||||||
Dividends
Tech Stocks Dividend Portfolio granted a 3.33% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 3.33% | 2.96% | 2.17% | 2.51% | 2.76% | 3.22% | 2.79% | 3.14% | 3.34% | 2.62% | 2.75% | 3.15% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst 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 77.75%, recorded on Oct 9, 2002. It took 1178 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.75% | Mar 28, 2000 | 636 | Oct 9, 2002 | 1178 | Jun 15, 2007 | 1814 |
| -48.03% | Nov 7, 2007 | 263 | Nov 20, 2008 | 280 | Jan 4, 2010 | 543 |
| -30.79% | Feb 13, 2020 | 27 | Mar 23, 2020 | 92 | Aug 3, 2020 | 119 |
| -29.22% | Jan 5, 2022 | 194 | Oct 12, 2022 | — | — | — |
| -25.76% | Aug 8, 1997 | 97 | Dec 24, 1997 | 78 | Apr 20, 1998 | 175 |
| -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 |
| -19.33% | Jul 31, 1998 | 22 | Aug 31, 1998 | 37 | Oct 22, 1998 | 59 |
| -17.72% | Aug 17, 1995 | 104 | Jan 15, 1996 | 26 | Feb 21, 1996 | 130 |
Volatility Chart
Current Tech Stocks Dividend Portfolio volatility is 17.67%. 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.