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Tech Stocks Dividend Portfolio

Last updated Apr 1, 2023

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 9 of 55

0.00%
0.00%0.94%
Dividend Yield

Rank 9 of 55

3.33%
0.00%4.33%
10Y Annualized Return

Rank 10 of 55

16.42%
2.63%52.97%
Sharpe Ratio

Rank 5 of 55

-0.22
-0.930.49
Maximum Drawdown

Rank 54 of 55

-77.75%
-82.98%-16.15%

Asset Allocation


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


0.00%5,000.00%10,000.00%15,000.00%20,000.00%25,000.00%30,000.00%35,000.00%NovemberDecember2023FebruaryMarch
34,922.10%
968.82%
Tech Stocks Dividend Portfolio
Benchmark (^GSPC)
Portfolio components

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 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark3.51%7.03%12.88%-10.71%9.25%10.16%
Tech Stocks Dividend Portfolio9.09%14.53%23.93%-6.02%15.26%16.42%
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%

Sharpe 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 -0.22. 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.


-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.22
-0.46
Tech Stocks Dividend Portfolio
Benchmark (^GSPC)
Portfolio components

Dividends

Tech Stocks Dividend Portfolio granted a 3.33% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

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.


-30.00%-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-10.25%
-14.33%
Tech Stocks Dividend Portfolio
Benchmark (^GSPC)
Portfolio components

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, 2000636Oct 9, 20021178Jun 15, 20071814
-48.03%Nov 7, 2007263Nov 20, 2008280Jan 4, 2010543
-30.79%Feb 13, 202027Mar 23, 202092Aug 3, 2020119
-29.22%Jan 5, 2022194Oct 12, 2022
-25.76%Aug 8, 199797Dec 24, 199778Apr 20, 1998175
-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
-19.33%Jul 31, 199822Aug 31, 199837Oct 22, 199859
-17.72%Aug 17, 1995104Jan 15, 199626Feb 21, 1996130

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.


10.00%15.00%20.00%25.00%30.00%35.00%40.00%45.00%NovemberDecember2023FebruaryMarch
17.63%
15.42%
Tech Stocks Dividend Portfolio
Benchmark (^GSPC)
Portfolio components