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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


CSCO 10%MSFT 10%ORCL 10%GLW 10%HPQ 10%QCOM 10%TXN 10%INTC 10%AAPL 10%IBM 10%EquityEquity
PositionCategory/SectorWeight
CSCO
Cisco Systems, Inc.
Technology10%
MSFT
Microsoft Corporation
Technology10%
ORCL
Oracle Corporation
Technology10%
GLW
Corning Incorporated
Technology10%
HPQ
HP Inc.
Technology10%
QCOM
QUALCOMM Incorporated
Technology10%
TXN
Texas Instruments Incorporated
Technology10%
INTC
Intel Corporation
Technology10%
AAPL
Apple Inc.
Technology10%
IBM
International Business Machines Corporation
Technology10%

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


0.00%100.00%200.00%300.00%400.00%20122014201620182020
443.88%
264.42%
S&P 500

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.


1MYTD6M1Y5Y10Y
Tech Stocks Dividend Portfolio9.31%17.32%28.35%69.22%25.24%17.49%
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%

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 2.93. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


Tech Stocks Dividend PortfolioDividends

Tech Stocks Dividend Portfolio granted a 1.99% dividend yield in the last twelve months, as of Apr 11, 2021.


PeriodTTM20202019201820172016201520142013201220112010
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, 202027Mar 23, 202092Aug 3, 2020119
-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
-16.58%Mar 27, 2012163Nov 16, 2012111Apr 30, 2013274
-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
-10.64%Oct 13, 202012Oct 28, 202013Nov 16, 202025

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.


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