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Portfolio Analysis for The Magnificent Seven Portfolio

May 18, 2012Jul 5, 2024

The "Magnificent 7" portfolio typically refers to seven high-performing technology and growth stocks that have significantly influenced market indices due to their substantial market capitalizations and strong performance.

These companies are major players in their respective sectors, contributing significantly to the performance of major stock indices like the S&P 500 and Nasdaq.

The backtesting period is limited by the inception date of Meta Platforms Inc. (META): May 18, 2012.

Overview

A quick overview of the assets within the portfolio, its performance and main metrics.

Assets

The portfolio consists of 7 stocks.

Name / TickerTypeCurrencyInceptionWeight
Apple
AAPL
StockUSDDec 12, 198014.29%
Microsoft Corporation
MSFT
StockUSDMar 13, 198614.29%
Alphabet Inc.
GOOG
StockUSDAug 19, 200414.29%
Amazon.com, Inc.
AMZN
StockUSDMay 15, 199714.29%
NVIDIA Corporation
NVDA
StockUSDJan 22, 199914.28%
Meta Platforms Inc.
META
StockUSDMay 18, 201214.28%
Tesla, Inc.
TSLA
StockUSDJun 29, 201014.28%
Performance (May 18, 2012 - Jul 5, 2024)
Annual Return
42.04%
Sharpe Ratio
1.41
Min Holding Period
3.65years
Worst Downturn
-49.77%in 2022

Metrics

Portfolio ScoreThe Magnificent Seven Portfolio
Portfolio Score
ReturnsThe Magnificent Seven Portfolio
Month-to-Date6.28%
Year-to-Date45.68%
3M23.97%
6M49.87%
Annualized Return (3Y)26.75%
Annualized Return (5Y)53.2%
Annualized Return (10Y)41.03%
Annualized Return (All, 12.1Y)42.04%
RiskThe Magnificent Seven Portfolio
Annual Volatility27.73%
Max Drawdown-49.77%
Sharpe Ratio1.41
Sortino Ratio2.05
Adjusted Sortino Ratio1.45
Projected Capital Growth

With a projected annual return (CAGR) of 42.04% and an initial investment of $10,000, The Magnificent Seven Portfolio would have the following projected capital growth over the next 50 years.

YearStarting CapitalEnding CapitalTotal GainAvg Monthly GainCumulative Return
$10,000$14,204$4,204$35042%
5$57,817$82,123$24,306$2,026721%
10$334,277$474,807$140,530$11,7114,648%
15$1,932,680$2,745,179$812,499$67,70827,352%
20$11,174,118$15,871,718$4,697,599$391,467158,617%
50$417,381,486,519$592,848,663,452$175,467,176,933$14,622,264,7445,928,486,535%

Returns

A detailed look at the returns of the portfolio(s).

Annualized Returns
PortfolioAll (12.1Y)10Y5Y3Y1Y
The Magnificent Seven Portfolio42.04%41.03%53.2%26.75%59.46%
Yearly Returns
YearThe Magnificent Seven Portfolio
20121.91%
201392.64%
201422.76%
201541.55%
201637.26%
201750.37%
2018-0.8%
201950.75%
2020160.93%
202152.66%

Summary

PortfolioPositive YearsNegative YearsPositive RatioBest Return YearsWorst Return Years
The Magnificent Seven Portfolio11284.62%1313

Risk

Let's analyze how much risk the portfolio(s) have.

Drawdowns
StartValleyEndDaysMax drawdownChart
2021-11-222022-12-282023-07-03
588
-49.77%
2020-02-202020-03-182020-05-20
90
-34.9%
2018-10-022018-12-242019-10-24
387
-28.93%
2015-12-302016-02-092016-04-06
98
-19.97%
2020-09-012020-09-082020-11-24
84
-18.59%