PortfoliosLab logo

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

Rank 1 of 53

0.00%
0.00%0.94%
Dividend Yield

Rank 6 of 53

2.19%
0.00%2.74%
10Y Annualized Return

Rank 9 of 53

18.29%
4.75%40.27%
Sharpe Ratio

Rank 35 of 53

1.94
0.522.76
Maximum Drawdown

Rank 44 of 53

-30.79%
-38.24%-10.21%

Tech Stocks Dividend PortfolioAsset Allocation


S&P 500

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 $54,533 for a total return of roughly 445.33%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Tech Stocks Dividend Portfolio
Benchmark (S&P 500)
Portfolio components

Tech Stocks Dividend PortfolioReturns

As of Sep 18, 2021, the Tech Stocks Dividend Portfolio returned 17.64% Year-To-Date and 18.29% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Tech Stocks Dividend Portfolio-1.54%9.48%17.64%34.15%22.26%18.29%
CSCO
Cisco Systems, Inc.
1.50%18.15%29.89%45.13%16.63%16.61%
MSFT
Microsoft Corporation
2.51%30.52%35.70%47.58%41.48%29.97%
ORCL
Oracle Corporation
-5.01%30.48%35.13%45.24%19.24%13.15%
GLW
Corning Incorporated
-4.34%-6.21%8.54%20.45%14.02%13.93%
HPQ
HP Inc.
-2.86%-7.49%14.76%46.59%17.26%13.44%
QCOM
QUALCOMM Incorporated
-7.05%3.97%-11.02%18.83%20.05%12.68%
TXN
Texas Instruments Incorporated
5.33%13.81%21.63%43.95%26.43%24.90%
INTC
Intel Corporation
2.98%-13.78%10.96%10.55%10.37%12.79%
AAPL
Apple Inc.
-2.75%21.57%10.59%31.10%40.26%27.79%
IBM
International Business Machines Corporation
-5.05%6.35%11.35%14.47%1.94%1.03%

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 1.94. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


Tech Stocks Dividend Portfolio
Benchmark (S&P 500)
Portfolio components

Tech Stocks Dividend PortfolioDividends

Tech Stocks Dividend Portfolio granted a 2.19% dividend yield in the last twelve months, as of Sep 18, 2021.


PeriodTTM20202019201820172016201520142013201220112010

Dividend yield

2.19%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 Portfolio
Benchmark (S&P 500)
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
-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

Current Tech Stocks Dividend Portfolio volatility is 7.37%. 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.


Tech Stocks Dividend Portfolio
Benchmark (S&P 500)
Portfolio components

More Tools for Tech Stocks Dividend Portfolio