Technology Portfolio: Rebalancing Strategy
Managing the Technology Portfolio with a yearly rebalancing, you would have obtained a 14.10% compound annual return in the last 30 Years.
With a quarterly rebalancing, over the same period, the return would have been 14.10%.
How do returns and drawdowns change, implementing different rebalancing strategies?
Rebalancing Strategies
In order to keep risk under control, you should rebalance assets quotes from time to time, so to keep them at the original percentage of the asset allocation.
At fixed time intervals:
- Yearly: Jan 1st
- Half Yearly: Jan 1st, Jul 1st
- Quarterly: Jan 1st, Apr 1st, Jul 1st, Oct 1st
Portfolio Returns as of Jun 30, 2026
Implementing different rebalancing strategies, the Technology Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- the reinvestment of dividends, if existing
| Return (%) and number of rebalances as of Jun 30, 2026 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Rebalancing Strategy | 1Y | 5Y | 10Y | 30Y |
MAX (~56Y) |
|||||
| No Rebalancing | 34.14 | (0) | 16.44 | (0) | 22.06 | (0) | 14.10 | (0) | 13.26 | (0) |
| Yearly Rebalancing | 34.14 | (1) | 16.44 | (5) | 22.06 | (10) | 14.10 | (30) | 13.26 | (56) |
| Half Yearly Rebalancing | 34.14 | (2) | 16.44 | (10) | 22.06 | (20) | 14.10 | (60) | 13.26 | (111) |
| Quarterly Rebalancing | 34.14 | (4) | 16.44 | (20) | 22.06 | (40) | 14.10 | (120) | 13.26 | (222) |
| 5% Tolerance per asset | 34.14 | (0) | 16.44 | (0) | 22.06 | (0) | 14.10 | (0) | 13.26 | (0) |
| 10% Tolerance per asset | 34.14 | (0) | 16.44 | (0) | 22.06 | (0) | 14.10 | (0) | 13.26 | (0) |
In order to have complete information about the portfolio, please refer to the Technology Portfolio: ETF allocation and returns page.
Performances as of Jun 30, 2026
Historical returns and stats of Technology Portfolio, after implementing different rebalancing strategies.
|
Standard Deviation
|
Max Drawdown (%)
|
|||||
|---|---|---|---|---|---|---|
| Rebalancing Strategy | Return % | Std Dev(%) | Ret. / Std Dev | MaxDD(%) | Ret. / MaxDD | |
| No Rebalancing | 13.26 | (0) | 22.34 | 0.59 | -81.08 | 0.16 |
| Yearly Rebalancing | 13.26 | (56) | 22.34 | 0.59 | -81.08 | 0.16 |
| Half Yearly Rebalancing | 13.26 | (111) | 22.34 | 0.59 | -81.08 | 0.16 |
| Quarterly Rebalancing | 13.26 | (222) | 22.34 | 0.59 | -81.08 | 0.16 |
| 5% Tolerance per asset | 13.26 | (0) | 22.34 | 0.59 | -81.08 | 0.16 |
| 10% Tolerance per asset | 13.26 | (0) | 22.34 | 0.59 | -81.08 | 0.16 |
Drawdowns as of Jun 30, 2026
Historical Drawdowns of Technology Portfolio, after implementing different rebalancing strategies.
|
Rebalancing
|
Tolerance per asset
|
||||
|---|---|---|---|---|---|
| No Rebalancing | Yearly | Half Yearly | Quarterly | 5% | 10% |
|
-81.08
Apr 2000 - Oct 2014
|
-81.08
Apr 2000 - Oct 2014
|
-81.08
Apr 2000 - Oct 2014
|
-81.08
Apr 2000 - Oct 2014
|
-81.08
Apr 2000 - Oct 2014
|
-81.08
Apr 2000 - Oct 2014
|
|
-58.37
Jan 1973 - Aug 1978
|
-58.37
Jan 1973 - Aug 1978
|
-58.37
Jan 1973 - Aug 1978
|
-58.37
Jan 1973 - Aug 1978
|
-58.37
Jan 1973 - Aug 1978
|
-58.37
Jan 1973 - Aug 1978
|
|
-34.57
Sep 1987 - May 1989
|
-34.57
Sep 1987 - May 1989
|
-34.57
Sep 1987 - May 1989
|
-34.57
Sep 1987 - May 1989
|
-34.57
Sep 1987 - May 1989
|
-34.57
Sep 1987 - May 1989
|
|
-32.58
Jan 2022 - Dec 2023
|
-32.58
Jan 2022 - Dec 2023
|
-32.58
Jan 2022 - Dec 2023
|
-32.58
Jan 2022 - Dec 2023
|
-32.58
Jan 2022 - Dec 2023
|
-32.58
Jan 2022 - Dec 2023
|
|
-27.93
Jul 1983 - Nov 1985
|
-27.93
Jul 1983 - Nov 1985
|
-27.93
Jul 1983 - Nov 1985
|
-27.93
Jul 1983 - Nov 1985
|
-27.93
Jul 1983 - Nov 1985
|
-27.93
Jul 1983 - Nov 1985
|
| 5 Worst Drawdowns - Average | |||||
| -46.90 | -46.90 | -46.90 | -46.90 | -46.90 | -46.90 |
| 10 Worst Drawdowns - Average | |||||
| -34.12 | -34.12 | -34.12 | -34.12 | -34.12 | -34.12 |
For a deeper insight, please refer to the Technology Portfolio: ETF allocation and returns page.