Data Source: from November 1985 to September 2021

Last Update: 30 September 2021

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 22.37% compound annual return, with a 15.54% standard deviation.

In the last 25 years, a 13.3% compound annual return, with a 24.72% standard deviation.

In 2020, the portfolio granted a 0.64% 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 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Technology Portfolio -5.68 +1.11 +12.42 +29.53 +25.28 +25.65 +22.37 +14.20 +13.30
Components
QQQ
Invesco QQQ Trust
-5.68 +1.11 +12.42 +29.53 +25.28 +25.65 +22.37 +14.20 +13.30
(*) 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 2021
Swipe left to see all data
Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-5.68%
-5.68%
Sep 2021 - Sep 2021
0 - 1
3M
+1.11%
-5.68%
Sep 2021 - Sep 2021
2 - 1
6M
+12.42%
-5.68%
Sep 2021 - Sep 2021
4 - 2
YTD
+14.50%
-5.68%
Sep 2021 - Sep 2021
6 - 3
1Y
+29.53%
15.30%
-5.68%
Sep 2021 - Sep 2021
8 - 4
3Y
+25.28%
annualized
20.22%
-16.72%
Oct 2018 - Dec 2018
24 - 12
5Y
+25.65%
annualized
16.90%
-16.96%
Sep 2018 - Dec 2018
42 - 18
10Y
+22.37%
annualized
15.54%
-16.96%
Sep 2018 - Dec 2018
79 - 41
20Y
+14.20%
annualized
19.54%
-49.74%
Nov 2007 - Feb 2009
146 - 94
25Y
+13.30%
annualized
24.72%
-81.08%
Apr 2000 - Sep 2002
180 - 120
MAX
01 Nov 1985
+14.86%
annualized
23.73%
-81.08%
Apr 2000 - Sep 2002
264 - 167
* Annualized St.Dev. of monthly returns

Best Classic Portfolios, with Very High Risk, ordered by 25 Years annualized return.

25 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Technology
+13.30% -81.08% 100 0 0
US Stocks
+9.79% -50.84% 100 0 0 Compare
Warren Buffett
+9.32% -45.53% 90 10 0 Compare
Aggressive Global Income
+9.18% -52.62% 80 20 0 Compare
Stocks/Bonds 80/20
+9.12% -41.09% 80 20 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Technology Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+18.06% +124.99%
Mar 1999 - Feb 2000
-67.35%
Oct 2000 - Sep 2001
16.43%
2 Years
+15.88% +93.45%
Jan 1998 - Dec 1999
-51.93%
Sep 2000 - Aug 2002
13.97%
3 Years
+15.00% +77.31%
Apr 1997 - Mar 2000
-38.68%
Apr 2000 - Mar 2003
14.39%
5 Years
+14.29% +58.54%
Mar 1995 - Feb 2000
-19.54%
Apr 2000 - Mar 2005
13.98%
7 Years
+13.79% +43.22%
Apr 1993 - Mar 2000
-12.13%
Apr 2000 - Mar 2007
9.48%
10 Years
+13.24% +35.78%
Sep 1990 - Aug 2000
-8.06%
Mar 2000 - Feb 2010
8.97%
15 Years
+11.15% +25.08%
Nov 1985 - Oct 2000
+0.35%
Apr 2000 - Mar 2015
0.00%
20 Years
+10.85% +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 and Yearly/Monthly Returns

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

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

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

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 %
2.70
72%
0.80
53%
0.82
67%
2.19
61%
1.92
67%
0.63
50%
1.43
67%
0.79
61%
-0.41
56%
1.58
63%
2.38
67%
1.97
53%
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
-13.5
2000
-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 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Technology Portfolio

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+14.50% 0.3 -0.1 1.7 5.9 -1.2 6.3 2.9 4.2 -5.7
2020
+48.40% 3.0 -6.1 -7.3 15.0 6.6 6.3 7.4 10.9 -5.8 -3.0 11.2 4.9
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
1999
+101.95% 15.9 -9.5 9.4 1.4 -2.2 9.9 -1.1 5.6 0.5 9.5 12.5 25.0
1998
+85.30% 8.1 11.5 2.2 2.3 -4.5 12.2 3.0 -17.2 18.0 4.1 11.2 17.9
1997
+20.63% 12.2 -7.7 -6.3 9.8 9.6 -0.2 15.6 -3.0 2.2 -7.1 3.0 -5.7
1996
+42.54% 2.7 5.2 -2.1 9.4 3.9 -2.2 -6.1 4.3 11.2 2.0 10.9 -1.5
1995
+42.54% 0.3 6.7 3.4 5.0 4.0 10.2 5.7 1.4 1.4 2.3 -0.9 -3.0
1994
+1.50% 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% 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% 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% 15.9 7.6 5.9 -0.5 5.8 -8.9 7.1 5.6 0.1 1.7 -2.6 16.2
1990
-10.41% -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% 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% 1.8 8.5 0.4 1.5 -1.5 9.1 -4.2 -5.6 4.9 -2.6 -3.2 4.9
1987
+10.50% 17.9 9.6 1.8 -0.7 2.1 0.3 3.8 6.7 -1.9 -27.0 -8.6 14.0
1986
+6.89% 0.5 5.6 6.0 4.1 5.3 -0.3 -11.0 4.8 -9.4 5.1 2.4 -4.4

* Note:
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
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