Data Source: from November 1985 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 01:59PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.55%
1 Day
Jul 05 2022, 01:59PM Eastern Time
1.22%
Current Month
July 2022

The Technology Portfolio is a Very High Risk portfolio and can be implemented with 1 ETF.

It's exposed for 100% on the Stock Market.

In the last 30 Years, the Technology Portfolio obtained a 13.42% compound annual return, with a 23.63% standard deviation.

Asset Allocation and ETFs

The Technology Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

The Technology Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
100.00 % QQQ Invesco QQQ Trust Equity, U.S., Large Cap, Growth
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The Technology Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on November 1985.

Portfolio returns are calculated in USD, assuming:
  • No fees or capital gain taxes
  • the reinvestment of dividends
TECHNOLOGY PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 01:59PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Jun 30, 2022
  1 Day Time ET(*) Jul 2022 1M 6M 1Y 5Y(*) 10Y(*) 30Y(*)
Technology Portfolio 0.55 1.22 -8.91 -29.33 -20.48 16.08 17.00 13.42
US Inflation Adjusted return -8.91 -32.08 -26.08 12.04 14.19 10.68
Components
QQQ
Invesco QQQ Trust
0.55 01:59PM
Jul 05 2022
1.22 -8.91 -29.33 -20.48 16.08 17.00 13.42
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%

Portfolio Dividends

In 2021, the Technology Portfolio granted a 0.54% dividend yield. If you are interested in getting periodic income, please refer to the Technology Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Technology Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

TECHNOLOGY PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from November 1985 to June 2022
Swipe left to see all data
Period Return (%)
as of Jun 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jun 2022
-8.91
-8.91
-8.91
Jun 2022 - Jun 2022
0 - 1
3M
-22.54
-23.55
-22.54
Apr 2022 - Jun 2022
0 - 3
6M
-29.33
-32.08
-29.33
Jan 2022 - Jun 2022
1 - 5
YTD
-29.33
-32.08
-29.33
Jan 2022 - Jun 2022
1 - 5
1Y
-20.48
-26.08
21.83
-29.33
Jan 2022 - Jun 2022
6 - 6
50% pos
3Y(*)
15.17
10.21
21.25
-29.33
Jan 2022 - Jun 2022
23 - 13
64% pos
5Y(*)
16.08
12.04
19.64
-29.33
Jan 2022 - Jun 2022
39 - 21
65% pos
10Y(*)
17.00
14.19
16.41
-29.33
Jan 2022 - Jun 2022
78 - 42
65% pos
15Y(*)
13.52
10.97
18.67
-49.74
Nov 2007 - Feb 2009
112 - 68
62% pos
20Y(*)
13.43
10.72
18.72
-49.74
Nov 2007 - Feb 2009
147 - 93
61% pos
25Y(*)
11.06
8.43
24.74
-81.08
Apr 2000 - Sep 2002
179 - 121
60% pos
30Y(*)
13.42
10.68
23.63
-81.08
Apr 2000 - Sep 2002
217 - 143
60% pos
MAX(*)
01 Nov 1985
13.79
10.76
23.79
-81.08
Apr 2000 - Sep 2002
268 - 172
61% pos
(*) Returns over 1 year are annualized

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 1992, now would be worth 43731.34$, with a total return of 4273.13% (13.42% annualized).

The Inflation Adjusted Capital now would be 21019.92$, with a net total return of 2001.99% (10.68% annualized).
An investment of 1000$, since November 1985, now would be worth 114073.41$, with a total return of 11307.34% (13.79% annualized).

The Inflation Adjusted Capital now would be 42463.36$, with a net total return of 4146.34% (10.76% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-81.08% Apr 2000 Sep 2002 30 Oct 2014 145 175
-29.33% Jan 2022 Jun 2022 6 in progress 6
-17.20% Aug 1998 Aug 1998 1 Oct 1998 2 3
-16.96% Sep 2018 Dec 2018 4 Apr 2019 4 8
-13.51% Feb 1997 Mar 1997 2 May 1997 2 4
-12.97% Feb 1994 Jun 1994 5 Feb 1995 8 13
-12.90% Feb 2020 Mar 2020 2 Apr 2020 1 3
-10.50% Aug 1997 Dec 1997 5 Feb 1998 2 7
-9.82% Dec 2015 Feb 2016 3 Jul 2016 5 8
-9.49% Feb 1999 Feb 1999 1 Apr 1999 2 3
-8.88% Aug 2015 Sep 2015 2 Oct 2015 1 3
-8.65% Sep 2020 Oct 2020 2 Nov 2020 1 3
-8.26% Feb 1993 Apr 1993 3 Aug 1993 4 7
-8.23% May 2019 May 2019 1 Jul 2019 2 3
-8.14% Jun 1996 Jul 1996 2 Sep 1996 2 4
-5.68% Sep 2021 Sep 2021 1 Oct 2021 1 2
-5.32% Feb 2018 Mar 2018 2 May 2018 2 4
-4.49% May 1998 May 1998 1 Jun 1998 1 2
-4.28% Dec 2014 Jan 2015 2 Feb 2015 1 3
-3.77% Nov 1995 Dec 1995 2 Feb 1996 2 4
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-81.08% Apr 2000 Sep 2002 30 Oct 2014 145 175
-34.57% Sep 1987 Nov 1987 3 May 1989 18 21
-29.33% Jan 2022 Jun 2022 6 in progress 6
-27.64% Jul 1990 Oct 1990 4 Feb 1991 4 8
-17.20% Aug 1998 Aug 1998 1 Oct 1998 2 3
-16.96% Sep 2018 Dec 2018 4 Apr 2019 4 8
-15.73% Jun 1986 Sep 1986 4 Jan 1987 4 8
-13.51% Feb 1997 Mar 1997 2 May 1997 2 4
-13.48% Mar 1992 Aug 1992 6 Nov 1992 3 9
-12.97% Feb 1994 Jun 1994 5 Feb 1995 8 13
-12.90% Feb 2020 Mar 2020 2 Apr 2020 1 3
-10.80% Oct 1989 Jan 1990 4 May 1990 4 8
-10.50% Aug 1997 Dec 1997 5 Feb 1998 2 7
-9.82% Dec 2015 Feb 2016 3 Jul 2016 5 8
-9.49% Feb 1999 Feb 1999 1 Apr 1999 2 3
-8.89% Jun 1991 Jun 1991 1 Aug 1991 2 3
-8.88% Aug 2015 Sep 2015 2 Oct 2015 1 3
-8.65% Sep 2020 Oct 2020 2 Nov 2020 1 3
-8.26% Feb 1993 Apr 1993 3 Aug 1993 4 7
-8.23% May 2019 May 2019 1 Jul 2019 2 3

Rolling Returns ( more details)

Technology Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
17.94 124.99
Mar 1999 - Feb 2000
-67.35
Oct 2000 - Sep 2001
16.78%
2 Years
16.16 93.45
Jan 1998 - Dec 1999
-51.92
Sep 2000 - Aug 2002
13.67%
3 Years
15.27 77.31
Apr 1997 - Mar 2000
-38.68
Apr 2000 - Mar 2003
14.07%
5 Years
14.50 58.54
Mar 1995 - Feb 2000
-19.54
Apr 2000 - Mar 2005
13.65%
7 Years
13.94 43.22
Apr 1993 - Mar 2000
-12.13
Apr 2000 - Mar 2007
9.24%
10 Years
13.43 35.78
Sep 1990 - Aug 2000
-8.06
Mar 2000 - Feb 2010
8.72%
15 Years
11.31 25.08
Nov 1985 - Oct 2000
0.35
Apr 2000 - Mar 2015
0.00%
20 Years
10.95 14.67
Dec 1987 - Nov 2007
3.50
Apr 2000 - Mar 2020
0.00%
(*) Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Technology Portfolio: Rolling Returns page.

Seasonality

Technology Portfolio: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
2.39
70%
0.65
51%
0.93
68%
1.76
59%
1.83
65%
0.37
49%
1.43
67%
0.79
61%
-0.41
56%
1.75
64%
2.37
68%
1.94
54%
Best
Year
17.9
1987
19.0
2000
10.3
2009
17.9
2001
14.7
1990
12.4
2000
15.6
1997
13.6
2000
18.0
1998
18.5
2002
17.0
2001
25.0
1999
Worst
Year
-11.9
2008
-26.2
2001
-17.5
2001
-13.6
2022
-12.3
2000
-13.1
2002
-11.0
1986
-17.2
1998
-20.9
2001
-27.0
1987
-22.9
2000
-12.1
2002
Statistics calculated for the period Nov 1985 - Jun 2022

Monthly/Yearly Returns

Technology Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
268 Positive Months (61%) - 172 Negative Months (39%)
Nov 1985 - Jun 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-29.33 -32.08 -8.7 -4.5 4.7 -13.6 -1.6 -8.9
2021
+27.42 +18.98 0.3 -0.1 1.7 5.9 -1.2 6.3 2.9 4.2 -5.7 7.9 2.0 1.2
2020
+48.40 +46.53 3.0 -6.1 -7.3 15.0 6.6 6.3 7.3 10.9 -5.8 -3.0 11.2 4.9
2019
+38.96 +35.89 9.0 3.0 3.9 5.5 -8.2 7.6 2.3 -1.9 0.9 4.4 4.1 3.9
2018
-0.12 -1.99 8.8 -1.3 -4.1 0.5 5.7 1.1 2.8 5.8 -0.3 -8.6 -0.3 -8.7
2017
+32.66 +29.90 5.1 4.4 2.0 2.7 3.9 -2.3 4.1 2.1 -0.3 4.6 2.0 0.6
2016
+7.10 +4.95 -6.9 -1.6 6.9 -3.2 4.4 -2.3 7.2 1.1 2.2 -1.5 0.4 1.1
2015
+9.45 +8.75 -2.1 7.2 -2.4 1.9 2.2 -2.5 4.6 -6.8 -2.2 11.4 0.6 -1.6
2014
+19.18 +18.41 -1.9 5.1 -2.7 -0.3 4.5 3.1 1.2 5.0 -0.8 2.6 4.5 -2.2
2013
+36.63 +34.60 2.7 0.3 3.0 2.5 3.6 -2.4 6.3 -0.4 4.8 5.0 3.6 2.9
2012
+18.12 +16.07 8.4 6.4 5.1 -1.2 -7.0 3.6 1.0 5.2 0.9 -5.3 1.3 -0.5
2011
+3.47 +0.40 2.8 3.2 -0.4 2.9 -1.2 -2.0 1.7 -5.1 -4.5 10.4 -2.7 -0.6
2010
+20.14 +18.44 -6.5 4.6 7.7 2.2 -7.4 -6.0 7.3 -5.1 13.2 6.3 -0.2 4.8
2009
+54.68 +50.45 -2.3 -5.3 10.3 13.1 3.2 3.0 8.4 1.5 5.6 -3.1 6.3 5.2
2008
-41.73 -41.72 -11.9 -4.8 1.9 8.0 5.9 -9.6 0.6 1.5 -15.6 -15.5 -11.5 2.3
2007
+19.02 +14.33 2.1 -1.7 0.5 5.6 3.2 0.5 -0.1 2.8 5.3 7.0 -6.8 -0.1
2006
+7.14 +4.51 3.9 -2.1 2.1 -0.2 -7.2 -0.1 -4.3 4.8 4.6 4.7 3.4 -1.9
2005
+1.57 -1.71 -6.3 -0.5 -1.7 -4.3 8.9 -3.3 7.6 -1.5 1.2 -1.5 6.1 -1.8
2004
+10.54 +6.97 1.7 -1.3 -2.0 -3.0 5.1 3.3 -7.6 -2.5 3.3 5.0 6.0 3.0
2003
+49.67 +46.68 0.3 2.9 0.4 8.7 8.5 0.5 6.2 5.0 -2.9 8.5 0.6 3.1
2002
-37.37 -38.88 -1.0 -12.3 6.7 -12.0 -5.3 -13.1 -8.6 -1.5 -11.8 18.5 12.9 -12.1
2001
-33.34 -34.40 10.1 -26.2 -17.5 17.9 -3.1 2.2 -8.6 -12.3 -20.9 17.0 17.0 -1.9
2000
-36.11 -38.24 -1.8 19.0 2.6 -13.5 -12.3 12.4 -4.3 13.6 -12.7 -7.9 -22.9 -7.3
1999
+101.95 +96.69 15.9 -9.5 9.4 1.4 -2.2 9.9 -1.1 5.5 0.5 9.5 12.5 25.0
1998
+85.30 +82.37 8.1 11.5 2.2 2.2 -4.5 12.2 3.0 -17.2 18.0 4.1 11.2 17.8
1997
+20.63 +18.62 12.2 -7.7 -6.3 9.7 9.6 -0.2 15.6 -3.0 2.2 -7.1 3.0 -5.7
1996
+42.54 +37.88 2.7 5.2 -2.1 9.4 3.8 -2.2 -6.1 4.3 11.2 2.0 10.9 -1.5
1995
+42.54 +39.02 0.3 6.7 3.4 5.0 3.9 10.2 5.7 1.4 1.4 2.3 -0.8 -2.9
1994
+1.50 -1.07 3.9 -0.4 -7.1 -2.5 1.5 -4.9 2.7 7.5 -1.0 4.9 -2.0 -0.1
1993
+10.58 +7.55 2.9 -5.2 2.4 -5.4 8.3 -0.5 -3.6 5.6 2.7 2.2 -1.1 3.0
1992
+8.86 +5.73 2.3 2.2 -6.6 -4.7 2.4 -4.5 3.2 -3.7 4.7 5.1 6.6 2.6
1991
+64.99 +60.21 15.9 7.6 5.9 -0.5 5.8 -8.9 7.1 5.6 0.0 1.7 -2.6 16.2
1990
-10.41 -15.69 -9.8 3.0 2.5 -3.4 14.7 1.0 -6.3 -13.3 -8.6 -2.5 11.6 4.1
1989
+26.17 +20.57 5.1 -1.4 1.1 7.9 7.0 -4.6 4.7 3.6 2.0 -1.7 0.8 -0.3
1988
+13.54 +8.74 1.8 8.5 0.4 1.5 -1.5 9.0 -4.2 -5.6 4.9 -2.6 -3.2 4.9
1987
+10.50 +5.91 17.9 9.6 1.8 -0.7 2.1 0.2 3.8 6.7 -1.9 -27.0 -8.6 13.9
1986
+6.89 +5.63 0.5 5.6 6.0 4.1 5.3 -0.3 -11.0 4.8 -9.4 5.1 2.4 -4.4
1985
- - 9.2 4.9

Portofolio Returns, up to December 1999, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

  • QQQ - Invesco QQQ Trust: simulated historical serie, up to December 1999

Portfolio efficiency

Is the Technology Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Technology Portfolio is classified as Very High Risk.

Very High Risk
Bond weight:
Less than 25%
High Risk
Bond weight:
25% - 49.99%
Medium Risk
Bond weight:
50% - 74.99%
Low Risk
Bond weight:
At least 75%
Very High Risk
Portfolios
All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)
+11.06%
(+8.43%)
Excellent : 5 / 5
Excellent : 5 / 5
Standard Deviation
over 25 Years
24.74%
Poor : 1 / 5
Poor : 1 / 5
Maximum Drawdown
over 25 Years
-81.08%
Poor : 1 / 5
Poor : 1 / 5
Easy to manage 1 ETF
Excellent : 5 / 5
Excellent : 5 / 5
Rating assigned considering all the Very High Risk Portfolios Rating assigned considering all the Portfolios in the database

Similar portfolios

These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns (click on ), you can get an idea of the risk you are facing implementing one of them.

Swipe left to see all data
5 Years Stats (%)
% Allocation
Portfolio Jul 2022 Return Drawdown Stocks Bonds Comm
Technology
+1.22 +16.08 -29.33 100 0 0
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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.

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30 Years Stats (%)
% Allocation
Portfolio Jul 2022 Return Drawdown Stocks Bonds Comm
Technology
+1.22 +13.42 -81.08 100 0 0
US Stocks
+0.21 +9.81 -50.84 100 0 0
Warren Buffett Portfolio
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+0.23 +9.38 -45.52 90 10 0
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-0.99 +9.37 -52.63 80 20 0
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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
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