Last Update: 30 September 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 20.14% compound annual return, with a 15.26% standard deviation.

In 2019, the portfolio granted a 1.03% dividend yield. If you are interested in getting periodic income, please refer to the Technology Portfolio: Dividend Yield page.

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
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.

TECHNOLOGY PORTFOLIO RETURNS (%)
Last Update: 30 September 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Technology Portfolio -5.78 +12.21 +46.18 +48.04 +25.02 +23.33 +20.14
Components
QQQ - Invesco QQQ Trust -5.78 +12.21 +46.18 +48.04 +25.02 +23.33 +20.14
(*) annualized
Portfolio returns are calculated assuming:
  • a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
  • the reinvestment of dividends

If you are interested in getting periodic income, please refer to the Technology Portfolio: Dividend Yield page.

Historical Returns

Technology Portfolio - Historical returns and stats.

TECHNOLOGY PORTFOLIO
Last Update: 30 September 2020
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Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-5.78%
-5.78%
Sep 2020 - Sep 2020
0 - 1
3M
+12.21%
-5.78%
Sep 2020 - Sep 2020
2 - 1
6M
+46.18%
-5.78%
Sep 2020 - Sep 2020
5 - 1
YTD
+31.18%
-12.91%
Feb 2020 - Mar 2020
6 - 3
1Y
+48.04%
22.68%
-12.91%
Feb 2020 - Mar 2020
9 - 3
3Y
+25.02%
annualized
19.41%
-16.96%
Sep 2018 - Dec 2018
25 - 11
5Y
+23.33%
annualized
17.26%
-16.96%
Sep 2018 - Dec 2018
41 - 19
10Y
+20.14%
annualized
15.26%
-16.96%
Sep 2018 - Dec 2018
77 - 43
MAX
01 Jan 2000
+6.21%
annualized
23.59%
-81.08%
Apr 2000 - Sep 2002
145 - 104

* Annualized St.Dev. of monthly returns

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

Portfolio 10Y Return ▾ Stocks Bonds Comm.
Technology
+20.14% 100 0 0
US Stocks
+13.48% 100 0 0 Compare
Warren Buffett
+12.62% 90 10 0 Compare
Second Grader's Starter
Paul Farrell
+9.82% 90 10 0 Compare
Edge Select Aggressive
Merrill Lynch
+9.41% 84 16 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Technology Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.21% +63.48%
Mar 2009 - Feb 2010
-67.35%
Oct 2000 - Sep 2001
21.43%
2 Years
+9.04% +45.93%
Mar 2009 - Feb 2011
-51.93%
Sep 2000 - Aug 2002
19.91%
3 Years
+9.75% +33.82%
Mar 2009 - Feb 2012
-38.68%
Apr 2000 - Mar 2003
19.16%
5 Years
+10.17% +28.16%
Mar 2009 - Feb 2014
-19.54%
Apr 2000 - Mar 2005
14.21%
7 Years
+10.36% +22.78%
Dec 2008 - Nov 2015
-12.13%
Apr 2000 - Mar 2007
12.65%
10 Years
+10.50% +22.37%
Sep 2010 - Aug 2020
-8.06%
Mar 2000 - Feb 2010
10.77%
15 Years
+9.96% +15.41%
Sep 2005 - Aug 2020
+0.35%
Apr 2000 - Mar 2015
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Technology Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.8 -0.3 0.7 2.3 0.7 0.0 1.7 1.1 -1.7 3.1 1.2 -0.6
Best 10.2
2001
19.0
2000
10.3
2009
17.9
2001
8.9
2005
12.4
2000
8.4
2009
13.6
2000
13.2
2010
18.5
2002
17.0
2001
5.2
2009
Worst -11.9
2008
-26.2
2001
-17.5
2001
-13.5
2000
-12.3
2000
-13.1
2002
-8.6
2002
-12.3
2001
-20.9
2001
-15.5
2008
-22.9
2000
-12.1
2002
Gain
Frequency
57 48 62 62 62 52 71 57 48 65 70 45

Detail of Monthly Returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+31.18% 3.0 -6.1 -7.3 15.0 6.6 6.3 7.4 10.9 -5.8
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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