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Methodology

The investment objective of the The Obvious Portfolio Stack is to take advantage of strong returns in the overall Technology sector. This Stack is concentrated in 6 large cap blue chip technology stocks aimed at generating superior returns at low volatility outperforming the indexes. The FAANGM Stocks have good cash balances (reserves) on their books with strong book-to-equity ratios. Moreover the companies are well diversified across strong businesses such as Cloud, Enterprise Software, E-commerce, Fintech, Cloud SaaS, Consumer Electronics etc.

Stack CAGR 10.19


Max DD 27.57%


Sharpe Ratio 2.92


Rebalancing Frequency Quarterly

VaR 2.97%

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