Last Update: 31 January 2020

The Technology Portfolio is exposed for 100% on the Stock Market.

It's a Very High Risk portfolio and it can be replicated with 1 ETF.

In the last 10 years, the portfolio obtained a 18.98% compound annual return, with a 14.78% 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 replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
100.00 % QQQ Invesco QQQ Trust Equity, U.S., Large Cap, Growth

Historical Returns

Technology Portfolio - Historical returns and stats.

Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).

TECHNOLOGY PORTFOLIO
Last Update: 31 January 2020
Swipe left to see all data
Period Returns
Jan 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.04%
0.00%
1 - 0
3M
+11.40%
0.00%
3 - 0
6M
+15.12%
-1.90%
Aug 2019 - Aug 2019
5 - 1
YTD
+3.04%
0.00%
1 - 0
1Y
+31.35%
13.50%
-8.23%
May 2019 - May 2019
10 - 2
3Y
+21.75%
annualized
14.59%
-16.96%
Sep 2018 - Dec 2018
26 - 10
5Y
+17.83%
annualized
14.92%
-16.96%
Sep 2018 - Dec 2018
40 - 20
10Y
+18.98%
annualized
14.78%
-16.96%
Sep 2018 - Dec 2018
77 - 43
MAX
01 Jan 2000
+5.15%
annualized
23.38%
-81.08%
Apr 2000 - Sep 2002
140 - 101

* Annualized St.Dev. of monthly returns

Best Very High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Technology
+18.98% 1 100 0 0
US Stocks
+13.83% 1 100 0 0
Warren Buffett
+12.70% 2 90 10 0
Second Grader's Starter
Paul Farrell
+10.41% 3 90 10 0
Ultimate Buy and Hold Strategy
Paul Merriman
+9.99% 10 100 0 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Technology Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.40% +63.48%
Mar 2009 - Feb 2010
-67.35%
Oct 2000 - Sep 2001
22.17%
2 Years
+8.67% +45.93%
Mar 2009 - Feb 2011
-51.93%
Sep 2000 - Aug 2002
20.64%
3 Years
+9.31% +33.82%
Mar 2009 - Feb 2012
-38.68%
Apr 2000 - Mar 2003
19.90%
5 Years
+9.80% +28.16%
Mar 2009 - Feb 2014
-19.54%
Apr 2000 - Mar 2005
14.84%
7 Years
+9.88% +22.78%
Dec 2008 - Nov 2015
-12.13%
Apr 2000 - Mar 2007
13.29%
10 Years
+9.93% +21.43%
Mar 2009 - Feb 2019
-8.06%
Mar 2000 - Feb 2010
11.48%
15 Years
+9.43% +14.75%
Oct 2002 - Sep 2017
+0.35%
Apr 2000 - Mar 2015
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+3.04% 3.0
2019
+38.96% 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% 8.8 -1.3 -4.1 0.5 5.7 1.2 2.8 5.8 -0.3 -8.6 -0.3 -8.7
2017
+32.66% 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% -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% -2.1 7.2 -2.4 1.9 2.3 -2.5 4.6 -6.8 -2.2 11.4 0.6 -1.6
2014
+19.18% -1.9 5.2 -2.7 -0.3 4.5 3.1 1.2 5.0 -0.8 2.6 4.6 -2.2
2013
+36.63% 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% 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% 2.8 3.2 -0.5 2.9 -1.2 -2.0 1.7 -5.1 -4.5 10.4 -2.7 -0.6
2010
+20.14% -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% -2.3 -5.3 10.3 13.1 3.2 3.0 8.4 1.5 5.7 -3.1 6.4 5.2
2008
-41.73% -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% 2.1 -1.7 0.5 5.6 3.2 0.5 -0.2 2.8 5.3 7.0 -6.8 -0.1
2006
+7.14% 3.9 -2.1 2.1 -0.2 -7.2 -0.1 -4.3 4.8 4.6 4.8 3.4 -1.9
2005
+1.57% -6.3 -0.5 -1.8 -4.4 8.9 -3.3 7.6 -1.5 1.2 -1.5 6.1 -1.8
2004
+10.54% 1.7 -1.4 -2.0 -3.0 5.1 3.3 -7.6 -2.5 3.3 5.0 6.0 3.0
2003
+49.67% 0.3 3.0 0.4 8.7 8.5 0.5 6.2 5.0 -2.9 8.5 0.6 3.1
2002
-37.37% -1.0 -12.3 6.8 -12.0 -5.3 -13.1 -8.6 -1.5 -11.8 18.5 12.9 -12.1
2001
-33.34% 10.2 -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% -1.9 19.0 2.6 -13.5 -12.3 12.4 -4.3 13.6 -12.7 -7.9 -22.9 -7.3
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