best stocks?
Summary
| Company | Symbol | Sector | Allocation (%) | Expected Future Value ($) | |---------------------------------|--------|-----------------------|----------------|---------------------------| | Microsoft Corp | MSFT | Technology | 18% | 33,116 | | Apple Inc | AAPL | Technology | 18% | 36,604 | | NVIDIA Corp | NVDA | Technology | 10% | 61,105 | | Amazon.com Inc | AMZN | Consumer Discretionary| 18% | 54,808 | | Procter & Gamble Co | PG | Consumer Staples | 10% | 10,944 | | Nestle SA | NSRGY | Consumer Staples | 8% | 7,589 | | Johnson & Johnson | JNJ | Healthcare | 8% | 9,360 | | Honeywell International Inc | HON | Industrials | 5% | 5,492 | | Union Pacific Corp | UNP | Industrials | 3% | 3,283 | | NextEra Energy Inc | NEE | Utilities | 2% | 2,335 | | Total | | | 100% | 224,636 |
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
AAPL Apple Inc | Technology | 18% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 18% |
HON Honeywell International Inc | Industrials | 5% |
MSFT Microsoft Corporation | Technology | 18% |
NEE NextEra Energy, Inc. | Utilities | 2% |
NVDA NVIDIA Corporation | Technology | 10% |
PEP PepsiCo, Inc. | Consumer Defensive | 8% |
PG The Procter & Gamble Company | Consumer Defensive | 10% |
UNH UnitedHealth Group Incorporated | Healthcare | 8% |
UNP Union Pacific Corporation | Industrials | 3% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in best stocks?, 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 rebalanced Quarterly
The earliest data available for this chart is Jan 10, 2003, corresponding to the inception date of NEE
Returns By Period
As of Nov 13, 2024, the best stocks? returned 33.27% Year-To-Date and 28.61% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 25.45% | 2.91% | 14.05% | 35.64% | 14.13% | 11.39% |
| best stocks? | 33.27% | 1.83% | 13.09% | 36.24% | 28.09% | 28.61% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 13.11% | 0.93% | 0.17% | 15.11% | 24.29% | 25.94% |
AAPL Apple Inc | 17.04% | -2.95% | 18.46% | 20.21% | 28.46% | 24.38% |
NVDA NVIDIA Corporation | 199.51% | 7.40% | 56.73% | 198.72% | 96.89% | 77.92% |
AMZN Amazon.com, Inc. | 37.50% | 11.39% | 12.32% | 43.29% | 19.24% | 29.06% |
PG The Procter & Gamble Company | 15.99% | -3.30% | 0.79% | 11.73% | 9.29% | 9.59% |
NEE NextEra Energy, Inc. | 24.98% | -10.43% | -2.37% | 32.98% | 7.62% | 14.22% |
HON Honeywell International Inc | 13.36% | 7.50% | 15.30% | 24.97% | 7.30% | 11.16% |
UNP Union Pacific Corporation | -1.15% | -2.59% | -2.02% | 13.20% | 8.65% | 9.49% |
UNH UnitedHealth Group Incorporated | 18.13% | 1.53% | 19.69% | 15.46% | 19.77% | 22.42% |
PEP PepsiCo, Inc. | -0.98% | -6.68% | -7.00% | 0.80% | 7.23% | 8.45% |
Monthly Returns
The table below presents the monthly returns of best stocks?, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.33% | 6.11% | 2.94% | -2.77% | 7.12% | 6.21% | 0.23% | 1.27% | 1.62% | -1.82% | 33.27% | ||
| 2023 | 8.25% | 0.28% | 10.67% | 3.49% | 6.59% | 6.49% | 2.45% | -1.32% | -6.06% | 2.06% | 8.94% | 1.42% | 51.16% |
| 2022 | -6.27% | -2.30% | 5.08% | -11.02% | -3.13% | -6.51% | 13.30% | -5.26% | -10.59% | 4.90% | 5.08% | -7.26% | -23.92% |
| 2021 | -1.89% | -2.08% | 3.46% | 6.93% | -0.82% | 6.80% | 3.03% | 4.24% | -5.89% | 10.39% | 4.98% | 2.86% | 35.62% |
| 2020 | 3.86% | -5.32% | -3.59% | 14.82% | 4.55% | 7.92% | 9.08% | 12.05% | -4.67% | -3.88% | 7.56% | 4.10% | 54.04% |
| 2019 | 7.24% | 2.31% | 7.39% | 5.34% | -7.46% | 8.23% | 2.65% | -1.06% | 1.74% | 6.15% | 4.66% | 4.95% | 49.76% |
| 2018 | 9.09% | -0.52% | -3.24% | 0.78% | 6.16% | 1.17% | 4.91% | 9.07% | 0.58% | -7.98% | -1.08% | -9.67% | 7.54% |
| 2017 | 4.38% | 3.68% | 2.91% | 2.00% | 7.26% | -1.41% | 4.05% | 3.56% | -1.15% | 8.39% | 3.85% | -0.25% | 43.68% |
| 2016 | -4.89% | -1.38% | 8.49% | -1.92% | 7.53% | 0.37% | 7.48% | 1.64% | 4.91% | -0.60% | 2.58% | 4.50% | 31.54% |
| 2015 | 0.49% | 7.66% | -3.07% | 5.67% | 1.11% | -2.87% | 5.09% | -4.00% | 1.11% | 12.57% | 2.36% | 0.15% | 28.10% |
| 2014 | -4.59% | 4.43% | 1.43% | 0.14% | 3.28% | 1.48% | -0.61% | 7.33% | -1.25% | 3.26% | 6.32% | -3.69% | 18.13% |
| 2013 | 1.28% | 0.88% | 2.56% | 3.60% | 3.75% | -1.16% | 4.97% | 0.36% | 2.00% | 6.70% | 6.15% | 0.27% | 35.86% |
Expense Ratio
best stocks? has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of best stocks? is 53, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
MSFT Microsoft Corporation | 0.78 | 1.12 | 1.15 | 0.99 | 2.42 |
AAPL Apple Inc | 0.93 | 1.47 | 1.18 | 1.26 | 2.96 |
NVDA NVIDIA Corporation | 4.00 | 3.97 | 1.51 | 7.65 | 24.12 |
AMZN Amazon.com, Inc. | 1.69 | 2.35 | 1.30 | 1.93 | 7.75 |
PG The Procter & Gamble Company | 0.80 | 1.18 | 1.16 | 1.38 | 4.44 |
NEE NextEra Energy, Inc. | 1.47 | 1.96 | 1.26 | 0.99 | 6.88 |
HON Honeywell International Inc | 1.58 | 2.15 | 1.29 | 1.67 | 5.43 |
UNP Union Pacific Corporation | 0.81 | 1.33 | 1.15 | 0.72 | 2.62 |
UNH UnitedHealth Group Incorporated | 0.63 | 1.02 | 1.14 | 0.77 | 2.02 |
PEP PepsiCo, Inc. | 0.10 | 0.26 | 1.03 | 0.10 | 0.32 |
Dividends
Dividend yield
best stocks? provided a 1.00% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.00% | 1.05% | 1.07% | 0.88% | 1.02% | 1.20% | 1.50% | 1.35% | 1.60% | 1.71% | 1.62% | 1.77% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.71% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
AAPL Apple Inc | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
NVDA NVIDIA Corporation | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% | 1.94% |
AMZN Amazon.com, 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% |
PG The Procter & Gamble Company | 2.39% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.32% | 2.78% | 2.91% |
NEE NextEra Energy, Inc. | 2.71% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% | 2.73% | 3.08% |
HON Honeywell International Inc | 1.39% | 1.99% | 1.85% | 1.81% | 1.71% | 1.90% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UNP Union Pacific Corporation | 2.19% | 2.12% | 2.45% | 1.70% | 1.86% | 2.05% | 2.21% | 1.85% | 2.17% | 2.81% | 1.60% | 1.76% |
UNH UnitedHealth Group Incorporated | 1.30% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
PEP PepsiCo, Inc. | 3.20% | 2.92% | 2.51% | 2.45% | 2.71% | 2.78% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% | 2.70% |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the best stocks?. 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 best stocks? was 55.54%, occurring on Nov 20, 2008. Recovery took 330 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.54% | Dec 27, 2007 | 229 | Nov 20, 2008 | 330 | Mar 17, 2010 | 559 |
| -27.63% | Dec 28, 2021 | 202 | Oct 14, 2022 | 154 | May 26, 2023 | 356 |
| -26.96% | Feb 20, 2020 | 23 | Mar 23, 2020 | 41 | May 20, 2020 | 64 |
| -23.89% | Oct 2, 2018 | 58 | Dec 24, 2018 | 80 | Apr 22, 2019 | 138 |
| -17.84% | Jan 12, 2006 | 127 | Jul 14, 2006 | 51 | Sep 26, 2006 | 178 |
Volatility
Volatility Chart
The current best stocks? volatility is 4.55%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| NEE | UNH | NVDA | PG | PEP | AAPL | AMZN | UNP | HON | MSFT | |
|---|---|---|---|---|---|---|---|---|---|---|
| NEE | 1.00 | 0.27 | 0.18 | 0.41 | 0.41 | 0.23 | 0.23 | 0.31 | 0.35 | 0.31 |
| UNH | 0.27 | 1.00 | 0.23 | 0.33 | 0.32 | 0.27 | 0.27 | 0.33 | 0.38 | 0.32 |
| NVDA | 0.18 | 0.23 | 1.00 | 0.21 | 0.21 | 0.45 | 0.46 | 0.34 | 0.38 | 0.50 |
| PG | 0.41 | 0.33 | 0.21 | 1.00 | 0.57 | 0.27 | 0.25 | 0.35 | 0.39 | 0.37 |
| PEP | 0.41 | 0.32 | 0.21 | 0.57 | 1.00 | 0.27 | 0.27 | 0.32 | 0.40 | 0.37 |
| AAPL | 0.23 | 0.27 | 0.45 | 0.27 | 0.27 | 1.00 | 0.47 | 0.35 | 0.39 | 0.51 |
| AMZN | 0.23 | 0.27 | 0.46 | 0.25 | 0.27 | 0.47 | 1.00 | 0.35 | 0.38 | 0.52 |
| UNP | 0.31 | 0.33 | 0.34 | 0.35 | 0.32 | 0.35 | 0.35 | 1.00 | 0.57 | 0.40 |
| HON | 0.35 | 0.38 | 0.38 | 0.39 | 0.40 | 0.39 | 0.38 | 0.57 | 1.00 | 0.47 |
| MSFT | 0.31 | 0.32 | 0.50 | 0.37 | 0.37 | 0.51 | 0.52 | 0.40 | 0.47 | 1.00 |