Mini-picks vs VOO

Asset Allocation

Position	Category/Sector	Target Weight
ABT Abbott Laboratories	Healthcare	10%
BLK BlackRock, Inc.	Financial Services	10%
DE Deere & Company	Industrials	10%
ETN Eaton Corporation plc	Industrials	10%
HON Honeywell International Inc	Industrials	10%
ISRG Intuitive Surgical, Inc.	Healthcare	10%
JPM JPMorgan Chase & Co.	Financial Services	10%
LIN Linde plc	Basic Materials	10%
NEE NextEra Energy, Inc.	Utilities	10%
WM Waste Management, Inc.	Industrials	10%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Mini-picks vs VOO, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is never rebalanced.

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The earliest data available for this chart is Oct 1, 2018, corresponding to the inception date of LIN

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-3.43%	-3.84%	-1.98%	16.08%	16.86%	10.37%	12.29%
Portfolio Mini-picks vs VOO	0.23%	-3.46%	4.71%	3.24%	11.79%	16.91%	11.53%	—
Portfolio components:
ABT Abbott Laboratories	0.48%	-9.45%	-17.48%	-21.91%	-20.56%	2.41%	-1.07%	11.35%
DE Deere & Company	0.88%	-6.75%	24.02%	25.46%	23.86%	13.09%	10.56%	24.46%
ISRG Intuitive Surgical, Inc.	-2.67%	-9.12%	-20.18%	2.05%	-10.84%	21.26%	12.65%	20.66%
JPM JPMorgan Chase & Co.	-0.26%	-1.89%	-8.16%	-3.31%	22.30%	34.44%	16.83%	20.51%
BLK BlackRock, Inc.	0.96%	-7.66%	-9.19%	-15.84%	2.56%	15.89%	7.27%	13.85%
NEE NextEra Energy, Inc.	0.32%	0.60%	16.82%	20.77%	36.09%	9.87%	6.95%	15.01%
HON Honeywell International Inc	0.55%	-5.91%	18.20%	16.64%	15.13%	10.33%	4.47%	10.75%
WM Waste Management, Inc.	1.91%	-2.91%	7.58%	9.39%	1.89%	14.58%	14.51%	17.02%
LIN Linde plc	1.78%	0.52%	18.27%	7.81%	8.44%	13.42%	13.89%	—
ETN Eaton Corporation plc	-1.22%	1.87%	13.73%	-3.60%	28.78%	30.19%	22.96%	22.03%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 2, 2018, Mini-picks vs VOO's average daily return is +0.07%, while the average monthly return is +1.32%. At this rate, your investment would double in approximately 4.4 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +12.5%, while the worst month was Mar 2020 at -10.3%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Mini-picks vs VOO closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +12.9%, while the worst single day was Mar 16, 2020 at -10.9%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	3.56%	6.42%	-5.83%	0.90%									4.71%
2025	6.31%	-1.16%	-4.03%	0.35%	6.48%	3.15%	0.56%	-1.77%	1.05%	-0.88%	0.16%	-0.94%	9.11%
2024	0.89%	5.26%	6.10%	-3.42%	3.39%	-0.18%	1.31%	4.69%	2.42%	-0.01%	8.16%	-7.11%	22.56%
2023	-0.76%	-1.87%	1.49%	1.88%	-2.78%	9.24%	1.31%	-2.47%	-6.02%	-1.34%	8.63%	6.08%	12.92%
2022	-8.03%	-4.27%	5.40%	-8.39%	0.97%	-8.86%	9.38%	-1.64%	-7.64%	11.73%	9.83%	-2.34%	-6.84%
2021	-0.26%	3.39%	6.79%	3.89%	1.05%	-0.56%	4.30%	5.25%	-7.17%	7.58%	-2.53%	5.40%	29.46%

Benchmark Metrics

Mini-picks vs VOO has an annualized alpha of 4.70%, beta of 0.93, and R² of 0.82 versus S&P 500 Index. Calculated based on daily prices since October 02, 2018.

This portfolio captured 104.31% of S&P 500 Index gains but only 89.47% of its losses — a favorable profile for investors.
This portfolio generated an annualized alpha of 4.70% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
With beta of 0.93 and R² of 0.82, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha: 4.70%

Beta: 0.93

R²: 0.82

Upside Capture: 104.31%

Downside Capture: 89.47%

Expense Ratio

Mini-picks vs VOO has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Risk / Return Rank

Mini-picks vs VOO ranks 15 for risk / return — in the bottom 15% of portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	0.68	0.88	-0.20
Sortino ratio Return per unit of downside risk	1.08	1.37	-0.29
Omega ratio Gain probability vs. loss probability	1.15	1.21	-0.06
Calmar ratio Return relative to maximum drawdown	1.15	1.39	-0.24
Martin ratio Return relative to average drawdown	4.27	6.43	-2.16
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
ABT Abbott Laboratories	7	-0.89	-1.08	0.85	-0.81	-2.01
DE Deere & Company	64	0.80	1.42	1.17	1.30	2.65
ISRG Intuitive Surgical, Inc.	25	-0.32	-0.28	0.97	-0.37	-0.69
JPM JPMorgan Chase & Co.	67	0.89	1.28	1.18	1.51	4.05
BLK BlackRock, Inc.	41	0.09	0.32	1.05	0.20	0.51
NEE NextEra Energy, Inc.	79	1.41	1.88	1.26	3.17	7.01
HON Honeywell International Inc	58	0.60	1.03	1.14	1.03	1.89
WM Waste Management, Inc.	39	0.10	0.26	1.03	0.12	0.29
LIN Linde plc	50	0.42	0.74	1.09	0.47	1.29
ETN Eaton Corporation plc	66	0.84	1.35	1.18	1.68	3.73

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Mini-picks vs VOO Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

1-Year: 0.68
5-Year: 0.70
All Time: 0.76

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.98 to 1.66, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of Mini-picks vs VOO compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

Mini-picks vs VOO provided a 1.59% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.59%	1.62%	1.60%	1.73%	1.75%	1.44%	1.60%	1.86%	2.03%	1.66%	2.03%	2.25%
Portfolio components:
ABT Abbott Laboratories	2.33%	1.88%	1.95%	1.85%	1.71%	1.28%	1.32%	1.47%	1.55%	1.86%	2.71%	2.14%
DE Deere & Company	1.13%	1.39%	1.42%	1.33%	1.05%	1.14%	1.13%	1.75%	1.84%	1.53%	2.33%	3.15%
ISRG Intuitive Surgical, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
JPM JPMorgan Chase & Co.	1.97%	1.72%	1.92%	2.38%	2.98%	2.34%	2.83%	2.37%	2.54%	1.91%	2.13%	2.54%
BLK BlackRock, Inc.	2.21%	1.95%	1.99%	2.46%	2.75%	1.80%	2.01%	2.63%	3.08%	1.95%	2.41%	2.56%
NEE NextEra Energy, Inc.	2.49%	2.82%	2.87%	3.08%	2.03%	1.65%	1.81%	2.06%	2.55%	2.52%	2.91%	2.96%
HON Honeywell International Inc	1.97%	2.25%	1.93%	1.99%	1.85%	1.81%	1.71%	1.90%	2.24%	1.79%	2.11%	2.07%
WM Waste Management, Inc.	1.45%	1.50%	1.49%	1.56%	1.66%	1.38%	1.85%	1.80%	2.09%	1.97%	2.31%	2.89%
LIN Linde plc	1.21%	1.41%	1.33%	1.24%	1.43%	1.22%	1.46%	1.64%	0.53%	0.00%	0.00%	0.00%
ETN Eaton Corporation plc	1.17%	1.31%	1.13%	1.43%	2.06%	1.76%	1.88%	3.00%	3.85%	3.04%	3.40%	4.23%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Mini-picks vs VOO. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Mini-picks vs VOO was 36.69%, occurring on Mar 23, 2020. Recovery took 96 trading sessions.

The current Mini-picks vs VOO drawdown is 5.17%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-36.69%	Feb 18, 2020	25	Mar 23, 2020	96	Aug 7, 2020	121
-23.64%	Jan 5, 2022	113	Jun 16, 2022	268	Jul 13, 2023	381
-15.5%	Dec 2, 2024	87	Apr 8, 2025	26	May 15, 2025	113
-15.39%	Oct 3, 2018	57	Dec 24, 2018	38	Feb 20, 2019	95
-14.05%	Jul 26, 2023	67	Oct 27, 2023	33	Dec 14, 2023	100

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 10 assets, with an effective number of assets of 10.00, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	NEE	WM	ABT	DE	ISRG	JPM	LIN	ETN	HON	BLK	Portfolio
Benchmark	1.00	0.36	0.40	0.49	0.51	0.70	0.61	0.59	0.69	0.64	0.73	0.83
NEE	0.36	1.00	0.41	0.35	0.23	0.28	0.19	0.33	0.21	0.31	0.31	0.49
WM	0.40	0.41	1.00	0.41	0.32	0.32	0.29	0.43	0.31	0.43	0.34	0.55
ABT	0.49	0.35	0.41	1.00	0.27	0.53	0.29	0.42	0.31	0.40	0.41	0.58
DE	0.51	0.23	0.32	0.27	1.00	0.32	0.50	0.41	0.52	0.54	0.48	0.68
ISRG	0.70	0.28	0.32	0.53	0.32	1.00	0.36	0.45	0.47	0.44	0.52	0.68
JPM	0.61	0.19	0.29	0.29	0.50	0.36	1.00	0.44	0.57	0.56	0.62	0.67
LIN	0.59	0.33	0.43	0.42	0.41	0.45	0.44	1.00	0.47	0.56	0.53	0.70
ETN	0.69	0.21	0.31	0.31	0.52	0.47	0.57	0.47	1.00	0.58	0.58	0.77
HON	0.64	0.31	0.43	0.40	0.54	0.44	0.56	0.56	0.58	1.00	0.58	0.74
BLK	0.73	0.31	0.34	0.41	0.48	0.52	0.62	0.53	0.58	0.58	1.00	0.76
Portfolio	0.83	0.49	0.55	0.58	0.68	0.68	0.67	0.70	0.77	0.74	0.76	1.00

The correlation results are calculated based on daily price changes starting from Oct 2, 2018

Mini-picks vs VOO

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table