Data Source: from November 1985 to May 2023 (~38 years)
Consolidated Returns as of 31 May 2023
Live Update: Jun 02 2023
Consolidated Returns as of 31 May 2023
Live Update: Jun 02 2023
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.75%
1 Day
Jun 02 2023
1.91%
Current Month
June 2023
The Technology Portfolio is a Very High Risk portfolio and can be implemented with 1 ETF.
It's exposed for 100% on the Stock Market.
In the last 30 Years, the Technology Portfolio obtained a 13.50% compound annual return, with a 23.92% 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 implemented 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 as of May 31, 2023
The Technology Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- the reinvestment of dividends
TECHNOLOGY PORTFOLIO
Consolidated returns as of 31 May 2023
Live Update: Jun 02 2023
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of May 31, 2023 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Jun 2023 | 1M | 6M | 1Y | 5Y | 10Y | 30Y |
MAX
(~38Y) |
||
| Technology Portfolio | 0.75 | 1.91 | 7.88 | 19.09 | 13.74 | 16.19 | 17.93 | 13.50 | 14.10 | ||
| US Inflation Adjusted return | 7.88 | 16.87 | 9.60 | 11.92 | 14.86 | 10.72 | 11.03 | ||||
| Components | |||||||||||
|
QQQ
|
Invesco QQQ Trust | 0.75 | Jun 02 2023 | 1.91 | 7.88 | 19.09 | 13.74 | 16.19 | 17.93 | 13.50 | 14.10 |
Returns over 1 year are annualized | Available data source: since Nov 1985
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Apr 2023.
Waiting for updates, inflation of May 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.79%
, 5Y: 3.81%
, 10Y: 2.68%
, 30Y: 2.51%
Live update: World Markets and Indexes
In 2022, the Technology Portfolio granted a 0.54% dividend yield. If you are interested in getting periodic income, please refer to the Technology Portfolio: Dividend Yield page.
Portfolio Metrics as of May 31, 2023
Metrics of Technology Portfolio, updated as of 31 May 2023.
Portfolio metrics are calculated based on monthly returns, assuming:
- No fees or capital gain taxes
- the reinvestment of dividends
TECHNOLOGY PORTFOLIO
Portfolio Metrics
Data Source: 1 November 1985 - 31 May 2023 (~38 years)
Swipe left to see all data
| Metrics as of May 31, 2023 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~38Y) |
|
| Portfolio Return (%) | 7.88 | 18.72 | 19.09 | 13.74 | 14.90 | 16.19 | 17.93 | 13.94 | 13.50 | 14.10 |
| US Inflation (%) | 0.00 | 0.84 | 1.90 | 3.79 | 5.77 | 3.81 | 2.68 | 2.55 | 2.51 | 2.77 |
| Infl. Adjusted Return (%) | 7.88 | 17.74 | 16.87 | 9.60 | 8.64 | 11.92 | 14.86 | 11.12 | 10.72 | 11.03 |
| Waiting for updates, inflation of May 2023 is temporarily set to 0%. Returns / Inflation rates over 1 year are annualized. | ||||||||||
| RISK INDICATORS | ||||||||||
| Standard Deviation (%) | 27.29 | 23.20 | 22.07 | 18.04 | 18.23 | 23.92 | 23.85 | |||
| Sharpe Ratio | 0.39 | 0.60 | 0.67 | 0.95 | 0.70 | 0.47 | 0.42 | |||
| Sortino Ratio | 0.53 | 0.80 | 0.90 | 1.29 | 0.94 | 0.64 | 0.58 | |||
| MAXIMUM DRAWDOWN | ||||||||||
| Drawdown Depth (%) | -15.23 | -32.58 | -32.58 | -32.58 | -49.74 | -81.08 | -81.08 | |||
| Start (yyyy mm) | 2022 08 | 2022 01 | 2022 01 | 2022 01 | 2007 11 | 2000 04 | 2000 04 | |||
| Bottom (yyyy mm) | 2022 12 | 2022 12 | 2022 12 | 2022 12 | 2009 02 | 2002 09 | 2002 09 | |||
| Start to Bottom (# months) | 5 | 12 | 12 | 12 | 16 | 30 | 30 | |||
| Start to Recovery (# months) in progress |
8
|
> 17
|
> 17
|
> 17
|
38
|
175
|
175
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||||
| Best Return (%) | 124.99 | 77.31 | 58.54 | 35.78 | 14.67 | 15.38 | ||||
| Worst Return (%) | -67.35 | -38.68 | -19.54 | -8.06 | 3.50 | 11.97 | ||||
| % Positive Periods | 82% | 86% | 87% | 92% | 100% | 100% | ||||
| MONTHS | ||||||||||
| Positive | 1 | 3 | 4 | 7 | 22 | 38 | 76 | 147 | 216 | 275 |
| Negative | 0 | 0 | 2 | 5 | 14 | 22 | 44 | 93 | 144 | 176 |
| % Positive | 100% | 100% | 67% | 58% | 61% | 63% | 63% | 61% | 60% | 61% |
| WITHDRAWAL RATES (WR) | ||||||||||
| Safe WR (%) | 42.61 | 27.44 | 20.63 | 10.27 | 11.84 | 11.25 | ||||
| Perpetual WR (%) | 7.95 | 10.65 | 12.93 | 10.00 | 9.68 | 9.93 | ||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio
- Standard Deviation: it's a measure of the dispersion of returns around the mean
- Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
- Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
- Maximum Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
- Rolling Returns: returns over a time frame (best, worst, % of positive returns).
- Pos./Neg. Months: number of months with positive/negative return.
- Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money (dollar amount withdrawal).
- Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance (percentage withdrawal).
Readings that may interest you
Capital Growth as of May 31, 2023
An investment of 1000$, since June 1993,
now would be worth 44687.32$, with a total return of 4368.73% (13.50% annualized).
The Inflation Adjusted Capital now would be 21241.59$, with a net total return of 2024.16% (10.72% annualized).
The Inflation Adjusted Capital now would be 21241.59$, with a net total return of 2024.16% (10.72% annualized).
An investment of 1000$, since November 1985,
now would be worth 142447.67$, with a total return of 14144.77% (14.10% annualized).
The Inflation Adjusted Capital now would be 51041.37$, with a net total return of 5004.14% (11.03% annualized).
The Inflation Adjusted Capital now would be 51041.37$, with a net total return of 5004.14% (11.03% annualized).
Drawdowns
A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
TECHNOLOGY PORTFOLIO
Drawdown periods
Updated to May 2023
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 |
| -32.58% | Jan 2022 | Dec 2022 | 12 | in progress | 5 | 17 |
| -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 |
| -12.97% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
| -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 |
| -8.14% | Jun 1996 | Jul 1996 | 2 | Sep 1996 | 2 | 4 |
| -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 |
| -4.14% | Jun 1993 | Jul 1993 | 2 | Aug 1993 | 1 | 3 |
| -3.77% | Nov 1995 | Dec 1995 | 2 | Feb 1996 | 2 | 4 |
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 |
| -34.57% | Sep 1987 | Nov 1987 | 3 | May 1989 | 18 | 21 |
| -32.58% | Jan 2022 | Dec 2022 | 12 | in progress | 5 | 17 |
| -27.64% | Jul 1990 | Oct 1990 | 4 | Feb 1991 | 4 | 8 |
| -17.20% | Aug 1998 | Aug 1998 | 1 | Oct 1998 | 2 | 3 |
| -16.96% | Sep 2018 | Dec 2018 | 4 | Apr 2019 | 4 | 8 |
| -15.73% | Jun 1986 | Sep 1986 | 4 | Jan 1987 | 4 | 8 |
| -13.51% | Feb 1997 | Mar 1997 | 2 | May 1997 | 2 | 4 |
| -13.48% | Mar 1992 | Aug 1992 | 6 | Nov 1992 | 3 | 9 |
| -12.97% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
| -12.90% | Feb 2020 | Mar 2020 | 2 | Apr 2020 | 1 | 3 |
| -10.80% | Oct 1989 | Jan 1990 | 4 | May 1990 | 4 | 8 |
| -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 |
| -8.89% | Jun 1991 | Jun 1991 | 1 | Aug 1991 | 2 | 3 |
| -8.88% | Aug 2015 | Sep 2015 | 2 | Oct 2015 | 1 | 3 |
| -8.65% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
| -8.26% | Feb 1993 | Apr 1993 | 3 | Aug 1993 | 4 | 7 |
| -8.23% | May 2019 | May 2019 | 1 | Jul 2019 | 2 | 3 |
Rolling Returns ( more details)
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
TECHNOLOGY PORTFOLIO
Annualized Rolling Returns
Data Source: from November 1985 to May 2023
Swipe left to see all data
| Rolling Period |
Annualized Return (%) | Negative Periods |
|||
|---|---|---|---|---|---|
| Average | Latest | Best | Worst | ||
| 1 Year |
17.10 | 13.74 |
124.99 Mar 1999 - Feb 2000 |
-67.35 Oct 2000 - Sep 2001 |
18.41% |
| 2 Years |
15.74 | 2.72 |
93.45 Jan 1998 - Dec 1999 |
-51.92 Sep 2000 - Aug 2002 |
14.72% |
| 3 Years |
15.25 | 14.90 |
77.31 Apr 1997 - Mar 2000 |
-38.68 Apr 2000 - Mar 2003 |
13.70% |
| 5 Years |
14.50 | 16.19 |
58.54 Mar 1995 - Feb 2000 |
-19.54 Apr 2000 - Mar 2005 |
13.27% |
| 7 Years |
14.02 | 18.73 |
43.22 Apr 1993 - Mar 2000 |
-12.13 Apr 2000 - Mar 2007 |
8.97% |
| 10 Years |
13.55 | 17.93 |
35.78 Sep 1990 - Aug 2000 |
-8.06 Mar 2000 - Feb 2010 |
8.43% |
| 15 Years |
11.41 | 14.82 |
25.08 Nov 1985 - Oct 2000 |
0.35 Apr 2000 - Mar 2015 |
0.00% |
| 20 Years |
11.11 | 13.94 |
14.67 Dec 1987 - Nov 2007 |
3.50 Apr 2000 - Mar 2020 |
0.00% |
| 30 Years |
13.46 | 13.50 |
15.38 Oct 1990 - Sep 2020 |
11.97 Jul 1986 - Jun 2016 |
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.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
TECHNOLOGY PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to May 2023
The annualized return of the last 10 years has been 17.93% (updated at May 31, 2023).
Seasonality
In which months is it better to invest in Technology Portfolio?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
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 Gain Frequency |
2.84
80% |
-1.61
20% |
2.50
80% |
2.66
80% |
0.69
40% |
2.47
80% |
5.58
100% |
2.78
60% |
-4.27
20% |
0.92
60% |
4.51
80% |
-1.54
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
102.84
|
101.19
|
103.72
|
106.48
|
107.22
|
109.87
|
116.00
|
119.23
|
114.13
|
115.18
|
120.38
|
118.52
|
| Best |
10.6 2023 |
3.0 2019 |
9.5 2023 |
15.0 2020 |
7.9 2023 |
7.6 2019 |
12.6 2022 |
10.9 2020 |
0.9 2019 |
7.9 2021 |
11.2 2020 |
4.9 2020 |
| Worst |
-8.7 2022 |
-6.1 2020 |
-7.3 2020 |
-13.6 2022 |
-8.2 2019 |
-8.9 2022 |
2.3 2019 |
-5.1 2022 |
-10.5 2022 |
-8.6 2018 |
-0.3 2018 |
-9.0 2022 |
Monthly Seasonality over the period Jun 2018 - May 2023
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 Gain Frequency |
1.72
60% |
0.59
40% |
1.22
60% |
1.49
70% |
2.41
70% |
0.60
50% |
5.12
100% |
1.48
60% |
-1.76
30% |
2.67
70% |
3.37
90% |
-0.69
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.72
|
102.31
|
103.56
|
105.11
|
107.65
|
108.30
|
113.84
|
115.53
|
113.50
|
116.53
|
120.46
|
119.62
|
| Best |
10.6 2023 |
7.2 2015 |
9.5 2023 |
15.0 2020 |
7.9 2023 |
7.6 2019 |
12.6 2022 |
10.9 2020 |
4.8 2013 |
11.4 2015 |
11.2 2020 |
4.9 2020 |
| Worst |
-8.7 2022 |
-6.1 2020 |
-7.3 2020 |
-13.6 2022 |
-8.2 2019 |
-8.9 2022 |
1.2 2014 |
-6.8 2015 |
-10.5 2022 |
-8.6 2018 |
-0.3 2018 |
-9.0 2022 |
Monthly Seasonality over the period Jun 2013 - May 2023
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 Gain Frequency |
2.61
71% |
0.63
50% |
1.15
68% |
1.73
61% |
1.99
66% |
0.37
49% |
1.73
68% |
0.63
59% |
-0.68
54% |
1.81
65% |
2.45
68% |
1.66
53% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
102.61
|
103.25
|
104.44
|
106.25
|
108.36
|
108.76
|
110.64
|
111.34
|
110.58
|
112.59
|
115.35
|
117.26
|
| Best |
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 |
-11.9 2008 |
-26.2 2001 |
-17.5 2001 |
-13.6 2022 |
-12.3 2000 |
-13.1 2002 |
-11.0 1986 |
-17.2 1998 |
-20.9 2001 |
-27.0 1987 |
-22.9 2000 |
-12.1 2002 |
Monthly Seasonality over the period Nov 1985 - May 2023
Monthly/Yearly Returns
Technology Portfolio data source starts from November 1985: let's focus on monthly and yearly returns.
We are providing two different views:
- Histogram: it shows the distribution of the returns recorded so far
- Plain Table: it shows the detailed monthly and yearly returns
MONTHLY RETURNS HISTOGRAM
Nov 1985 - May 2023
275 Positive Months (61%) - 176 Negative Months (39%)
MONTHLY RETURNS TABLE
Nov 1985 - May 2023
(Scroll down to see all data)
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 |
| 2023 |
+30.89 | +28.05 | 10.6 | -0.4 | 9.5 | 0.5 | 7.9 | |||||||
| 2022 |
-32.58 | -36.67 | -8.7 | -4.5 | 4.7 | -13.6 | -1.6 | -8.9 | 12.6 | -5.1 | -10.5 | 4.0 | 5.5 | -9.0 |
| 2021 |
+27.42 | +19.04 | 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 | +46.41 | 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 | +35.86 | 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 | -1.99 | 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 | +29.92 | 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 | +4.93 | -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 | +8.65 | -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 | +18.28 | -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 | +34.61 | 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 | +16.10 | 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 | +0.50 | 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 | +18.37 | -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 | +50.58 | -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 | -41.78 | -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 | +14.36 | 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 | +4.49 | 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 | -1.79 | -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 | +7.06 | 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 | +46.91 | 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 | -38.82 | -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 | -34.36 | 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 | -38.21 | -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 | +96.67 | 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 | +82.36 | 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 | +18.61 | 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 | +37.96 | 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 | +39.01 | 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 | -1.14 | 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 | +7.62 | 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 | +5.80 | 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 | +60.08 | 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 | -15.57 | -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 | +5.81 | 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 | +5.73 | 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 | ||||||||||
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
Portfolio efficiency
Compared to the Technology Portfolio, no other portfolio in our database granted a higher return over 30 Years and a less severe drawdown at the same time.
The following portfolios share asset allocation strategy and/or similar asset weights.
Swipe left to see all data
5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
| Technology | +16.19 | 22.07 | -32.58 | 100 | 0 | 0 | ||
| Ark Tech Portfolio | +4.54 | 35.95 | -69.47 | 100 | 0 | 0 | ||
Here's a list containing the Best Classic Portfolios, with the highest returns over 30 Years and Very High Risk categorization.
Swipe left to see all data
30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
| Technology | +13.50 | 23.92 | -81.08 | 100 | 0 | 0 | ||
| US Stocks Momentum | +11.80 | 15.15 | -53.85 | 100 | 0 | 0 | ||
| Stocks/Bonds 80/20 Momentum | +10.63 | 12.22 | -43.61 | 80 | 20 | 0 | ||
| US Stocks | +9.70 | 15.36 | -50.84 | 100 | 0 | 0 | ||
| US Stocks Value | +9.50 | 15.19 | -55.41 | 100 | 0 | 0 | ||
