Data Source: from November 1985 to December 2021

Last Update: 31 December 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 22.88% compound annual return, with a 15.34% standard deviation.

In the last 25 years, a 13.30% compound annual return, with a 24.68% 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
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: 31 December 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Technology Portfolio +1.15 +11.29 +12.52 +27.42 +37.99 +28.34 +22.88 +13.14 +13.30
--- Inflation Adjusted return +0.68 +8.88 +8.82 +18.95 +33.29 +24.70 +20.33 +10.58 +10.77
Components
QQQ
Invesco QQQ Trust
+1.15 +11.29 +12.52 +27.42 +37.99 +28.34 +22.88 +13.14 +13.30
(*) annualized
Portfolio returns are calculated assuming:
  • the reinvestment of dividends

Inflation is updated to Dec 2021. Current inflation (annualized) is 1Y: 7.12% , 3Y: 3.53% , 5Y: 2.92% , 10Y: 2.12% , 20Y: 2.31% , 25Y: 2.29%

In 2021, the 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

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

TECHNOLOGY PORTFOLIO
Last Update: 31 December 2021
Swipe left to see all data
Period Return
Dec 2021
update
Return
Inflation
Adjusted
Standard
Deviation(*)
Max
Drawdown
Months
Pos - Neg
1M
Dec 2021
+1.15%
+0.68%
0.00%
1 - 0
3M
+11.29%
+8.88%
0.00%
3 - 0
6M
+12.52%
+8.82%
-5.68%
Sep 2021 - Sep 2021
5 - 1
YTD
+27.42%
+18.95%
12.29%
-5.68%
Sep 2021 - Sep 2021
9 - 3
75% pos
1Y
+27.42%
+18.95%
12.29%
-5.68%
Sep 2021 - Sep 2021
9 - 3
75% pos
3Y
+37.99%
annualized
+33.29%
annualized
18.30%
-12.90%
Feb 2020 - Mar 2020
27 - 9
75% pos
5Y
+28.34%
annualized
+24.70%
annualized
17.00%
-16.96%
Sep 2018 - Dec 2018
43 - 17
72% pos
10Y
+22.88%
annualized
+20.33%
annualized
15.34%
-16.96%
Sep 2018 - Dec 2018
81 - 39
68% pos
20Y
+13.14%
annualized
+10.58%
annualized
18.94%
-49.74%
Nov 2007 - Feb 2009
147 - 93
61% pos
25Y
+13.30%
annualized
+10.77%
annualized
24.68%
-81.08%
Apr 2000 - Sep 2002
181 - 119
60% pos
MAX
01 Nov 1985
+15.09%
annualized
+12.11%
annualized
23.67%
-81.08%
Apr 2000 - Sep 2002
267 - 167
62% pos
(*)Annualized St.Dev. of monthly returns

Portfolio efficiency

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

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
+9.88% -50.84% 100 0 0 Compare
Warren Buffett Portfolio
Warren Buffett
+9.38% -45.53% 90 10 0 Compare
Aggressive Global Income
+9.25% -52.62% 80 20 0 Compare
Stocks/Bonds 80/20
+9.17% -41.09% 80 20 0 Compare

See all portfolios

Our overall ratings, assigned to the Technology Portfolio. The 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)
+13.30%
(+10.77%)
Excellent : 5 / 5
Excellent : 5 / 5
Standard Deviation
over 25 Years
24.68%
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

Capital Growth

Time Range:

An investment of 1000$, since January 1997, now would be worth 22695.14$, with a total return of 2169.51% (13.30% annualized).

The Inflation Adjusted Capital now would be 12886.86$, with a net total return of 1188.69% (10.77% annualized).

Drawdowns

Time Range:

Worst drawdowns since January 1997 - Chart and Data

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
-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
-12.90% 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
-8.23% May 2019 May 2019 1 Jul 2019 2 3
-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
-2.48% Jun 2015 Jun 2015 1 Jul 2015 1 2
-2.36% Mar 2015 Mar 2015 1 May 2015 2 3
-2.32% Jun 2017 Jun 2017 1 Jul 2017 1 2
-2.19% May 1999 May 1999 1 Jun 1999 1 2
-1.90% Aug 2019 Aug 2019 1 Oct 2019 2 3

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
+18.18% +124.99%
Mar 1999 - Feb 2000
-67.35%
Oct 2000 - Sep 2001
16.31%
2 Years
+16.05% +93.45%
Jan 1998 - Dec 1999
-51.92%
Sep 2000 - Aug 2002
13.87%
3 Years
+15.15% +77.31%
Apr 1997 - Mar 2000
-38.68%
Apr 2000 - Mar 2003
14.29%
5 Years
+14.40% +58.54%
Mar 1995 - Feb 2000
-19.54%
Apr 2000 - Mar 2005
13.87%
7 Years
+13.86% +43.22%
Apr 1993 - Mar 2000
-12.13%
Apr 2000 - Mar 2007
9.40%
10 Years
+13.33% +35.78%
Sep 1990 - Aug 2000
-8.06%
Mar 2000 - Feb 2010
8.89%
15 Years
+11.22% +25.08%
Nov 1985 - Oct 2000
+0.35%
Apr 2000 - Mar 2015
0.00%
20 Years
+10.89% +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 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%
1.75
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
-13.5
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 - Dec 2021

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

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
267 Positive Months (62%) - 167 Negative Months (38%)
Nov 1985 - Dec 2021
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
2021
+27.42 +18.95 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 +46.50 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 -2.00 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 +29.93 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

* 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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