19StocksSP500+BTC
Asset Allocation
Performance
Performance Chart
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The earliest data available for this chart is Aug 13, 2012, corresponding to the inception date of PFE
Returns By Period
As of May 11, 2025, the 19StocksSP500+BTC returned -0.75% Year-To-Date and 20.68% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| 19StocksSP500+BTC | -0.75% | 5.24% | 0.07% | 9.24% | 19.41% | 20.68% |
| Portfolio components: | ||||||
PG The Procter & Gamble Company | -4.78% | -2.99% | -4.81% | -3.18% | 9.12% | 10.09% |
JNJ Johnson & Johnson | 7.49% | 3.72% | 0.79% | 6.18% | 3.54% | 7.30% |
AAPL Apple Inc | -20.63% | 4.26% | -12.43% | 8.82% | 20.98% | 21.53% |
GOOGL Alphabet Inc Class A | -19.22% | -0.05% | -14.16% | -8.99% | 16.95% | 19.00% |
AMZN Amazon.com, Inc. | -12.00% | 6.53% | -7.26% | 2.98% | 9.90% | 24.64% |
V Visa Inc. | 11.74% | 8.60% | 14.92% | 26.51% | 14.76% | 18.59% |
MSFT Microsoft Corporation | 4.30% | 15.05% | 4.25% | 6.59% | 19.68% | 26.72% |
JPM JPMorgan Chase & Co. | 6.78% | 11.43% | 8.01% | 30.28% | 26.46% | 17.66% |
MA Mastercard Inc | 8.32% | 13.88% | 8.70% | 25.17% | 15.78% | 20.65% |
KO The Coca-Cola Company | 14.10% | -0.34% | 11.98% | 14.81% | 12.55% | 8.96% |
PFE Pfizer Inc. | -13.00% | 5.16% | -13.62% | -15.14% | -4.97% | 0.56% |
MCD McDonald's Corporation | 8.83% | 2.25% | 6.16% | 16.85% | 14.25% | 15.28% |
MRK Merck & Co., Inc. | -22.97% | -2.04% | -24.95% | -39.86% | 3.57% | 6.21% |
WMT Walmart Inc. | 7.60% | 7.00% | 14.86% | 61.56% | 20.31% | 16.24% |
XOM | 0.65% | 7.39% | -9.87% | -5.96% | 24.38% | 6.65% |
PEP PepsiCo, Inc. | -13.46% | -9.50% | -19.62% | -25.04% | 2.35% | 6.14% |
CVX Chevron Corporation | -3.32% | 2.60% | -9.86% | -12.87% | 13.12% | 7.03% |
BRK-B Berkshire Hathaway Inc. | 13.34% | -0.40% | 10.86% | 24.68% | 24.10% | 13.55% |
HD The Home Depot, Inc. | -6.16% | 2.57% | -9.60% | 7.30% | 11.58% | 15.23% |
BTC-USD Bitcoin | 10.21% | 29.32% | 34.11% | 69.38% | 64.34% | 83.65% |
Monthly Returns
The table below presents the monthly returns of 19StocksSP500+BTC , 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.55% | 0.37% | -2.77% | -1.56% | -0.23% | -0.75% | |||||||
| 2024 | 2.43% | 5.52% | 3.61% | -3.34% | 3.51% | 0.74% | 2.45% | 2.25% | 1.14% | -0.90% | 6.48% | -2.31% | 23.27% |
| 2023 | 4.10% | -3.15% | 5.72% | 4.18% | -2.19% | 5.42% | 1.72% | -0.90% | -3.60% | -0.67% | 5.84% | 2.88% | 20.35% |
| 2022 | -0.75% | -1.98% | 4.37% | -3.98% | -0.23% | -7.72% | 8.05% | -4.87% | -7.08% | 10.70% | 4.30% | -3.40% | -4.38% |
| 2021 | -1.36% | 4.66% | 7.16% | 4.36% | -1.25% | 1.67% | 3.75% | 1.49% | -3.01% | 8.14% | -1.50% | 4.61% | 31.92% |
| 2020 | 2.69% | -8.64% | -10.33% | 14.34% | 3.21% | -0.19% | 6.54% | 7.21% | -4.71% | -2.30% | 12.74% | 6.23% | 26.19% |
| 2019 | 3.83% | 3.45% | 3.67% | 5.48% | -0.35% | 9.29% | 0.61% | 0.13% | 0.57% | 2.19% | 0.99% | 2.83% | 37.53% |
| 2018 | 3.82% | -4.51% | -3.10% | 3.14% | 0.34% | 1.17% | 5.76% | 3.20% | 1.48% | -3.67% | 1.50% | -7.50% | 0.76% |
| 2017 | 1.23% | 5.68% | 0.21% | 3.20% | 7.17% | 0.75% | 2.96% | 4.94% | 0.61% | 5.97% | 7.52% | 4.70% | 54.90% |
| 2016 | -3.10% | -0.81% | 5.83% | 1.29% | 3.16% | 1.68% | 2.82% | 0.24% | 1.22% | -0.35% | 1.36% | 4.19% | 18.66% |
| 2015 | -3.67% | 6.13% | -2.51% | 1.57% | 0.58% | -1.55% | 4.94% | -6.27% | -0.79% | 10.67% | 2.43% | 0.89% | 11.89% |
| 2014 | -3.85% | 1.38% | 0.52% | 0.75% | 2.91% | 1.06% | -1.75% | 3.63% | -1.09% | 1.54% | 4.08% | -2.15% | 6.92% |
Expense Ratio
19StocksSP500+BTC 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 19StocksSP500+BTC is 24, meaning it’s performing worse than 76% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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 | |
|---|---|---|---|---|---|
PG The Procter & Gamble Company | -0.14 | -0.50 | 0.93 | -0.22 | -1.50 |
JNJ Johnson & Johnson | 0.33 | -0.43 | 0.94 | 0.41 | -1.05 |
AAPL Apple Inc | 0.25 | -0.58 | 0.92 | 0.28 | -1.63 |
GOOGL Alphabet Inc Class A | -0.32 | -0.15 | 0.98 | -0.35 | -0.69 |
AMZN Amazon.com, Inc. | 0.06 | 0.73 | 1.09 | 0.09 | 0.99 |
V Visa Inc. | 1.26 | 2.43 | 1.38 | 1.06 | 9.85 |
MSFT Microsoft Corporation | 0.28 | 0.65 | 1.08 | 0.06 | 0.90 |
JPM JPMorgan Chase & Co. | 1.09 | 1.19 | 1.17 | 0.25 | 2.58 |
MA Mastercard Inc | 1.22 | 1.73 | 1.26 | 0.51 | 6.06 |
KO The Coca-Cola Company | 0.93 | 0.07 | 1.01 | 1.03 | -0.09 |
PFE Pfizer Inc. | -0.66 | -1.50 | 0.83 | -0.22 | -2.12 |
MCD McDonald's Corporation | 0.98 | 1.17 | 1.16 | 0.35 | 2.90 |
MRK Merck & Co., Inc. | -1.52 | -2.58 | 0.68 | -0.96 | -2.37 |
WMT Walmart Inc. | 2.48 | 2.12 | 1.29 | 0.65 | 5.15 |
XOM | -0.27 | -0.41 | 0.95 | — | -1.07 |
PEP PepsiCo, Inc. | -1.24 | -2.11 | 0.75 | -0.83 | -2.30 |
CVX Chevron Corporation | -0.51 | -0.13 | 0.98 | -0.51 | -0.77 |
BRK-B Berkshire Hathaway Inc. | 1.30 | 0.89 | 1.13 | 0.29 | 2.95 |
HD The Home Depot, Inc. | 0.31 | 0.13 | 1.01 | 0.42 | -0.06 |
BTC-USD Bitcoin | 1.24 | 2.99 | 1.31 | 2.31 | 10.99 |
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Dividends
Dividend yield
19StocksSP500+BTC provided a 2.16% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.16% | 2.00% | 1.93% | 1.72% | 1.79% | 2.17% | 1.89% | 2.06% | 1.89% | 2.09% | 2.17% | 1.97% |
| Portfolio components: | ||||||||||||
PG The Procter & Gamble Company | 2.59% | 2.36% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.31% | 2.78% |
JNJ Johnson & Johnson | 3.22% | 3.40% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% | 2.64% |
AAPL Apple Inc | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
GOOGL Alphabet Inc Class A | 0.52% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
V Visa Inc. | 0.63% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% |
MSFT Microsoft Corporation | 0.72% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
JPM JPMorgan Chase & Co. | 2.00% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
MA Mastercard Inc | 0.50% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% |
KO The Coca-Cola Company | 2.79% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
PFE Pfizer Inc. | 7.63% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% | 3.34% |
MCD McDonald's Corporation | 2.19% | 2.34% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% | 3.50% |
MRK Merck & Co., Inc. | 4.16% | 3.14% | 2.72% | 2.52% | 3.41% | 3.03% | 2.48% | 2.60% | 3.36% | 3.14% | 3.43% | 3.12% |
WMT Walmart Inc. | 0.92% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% |
XOM | 3.62% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% |
PEP PepsiCo, Inc. | 4.17% | 3.52% | 2.92% | 2.51% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% |
CVX Chevron Corporation | 4.77% | 4.50% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% | 3.75% |
BRK-B Berkshire Hathaway 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% |
HD The Home Depot, Inc. | 2.50% | 2.31% | 2.41% | 2.41% | 1.59% | 2.26% | 2.49% | 2.40% | 1.88% | 2.06% | 1.78% | 1.79% |
BTC-USD Bitcoin | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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 19StocksSP500+BTC . 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 19StocksSP500+BTC was 30.46%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current 19StocksSP500+BTC drawdown is 4.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.46% | Feb 15, 2020 | 38 | Mar 23, 2020 | 134 | Aug 4, 2020 | 172 |
| -17.01% | Mar 30, 2022 | 187 | Oct 2, 2022 | 186 | Apr 6, 2023 | 373 |
| -15.43% | Dec 5, 2013 | 14 | Dec 18, 2013 | 345 | Nov 28, 2014 | 359 |
| -15.37% | Sep 22, 2018 | 95 | Dec 25, 2018 | 86 | Mar 21, 2019 | 181 |
| -13.01% | Mar 3, 2025 | 37 | Apr 8, 2025 | — | — | — |
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 20 assets, with an effective number of assets of 20.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.
Asset Correlations Table
| ^GSPC | BTC-USD | WMT | MRK | XOM | CVX | PFE | AAPL | AMZN | MCD | PG | JNJ | KO | PEP | HD | JPM | GOOGL | MSFT | V | MA | BRK-B | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.15 | 0.41 | 0.39 | 0.48 | 0.50 | 0.44 | 0.64 | 0.64 | 0.48 | 0.43 | 0.44 | 0.45 | 0.45 | 0.61 | 0.65 | 0.69 | 0.72 | 0.68 | 0.70 | 0.70 | 0.85 |
| BTC-USD | 0.15 | 1.00 | 0.05 | 0.02 | 0.03 | 0.05 | 0.04 | 0.08 | 0.10 | 0.04 | 0.03 | 0.03 | 0.02 | 0.03 | 0.07 | 0.07 | 0.10 | 0.10 | 0.08 | 0.08 | 0.06 | 0.46 |
| WMT | 0.41 | 0.05 | 1.00 | 0.24 | 0.19 | 0.19 | 0.25 | 0.22 | 0.25 | 0.33 | 0.40 | 0.32 | 0.35 | 0.38 | 0.37 | 0.24 | 0.25 | 0.27 | 0.28 | 0.28 | 0.34 | 0.42 |
| MRK | 0.39 | 0.02 | 0.24 | 1.00 | 0.25 | 0.25 | 0.48 | 0.17 | 0.17 | 0.31 | 0.37 | 0.48 | 0.33 | 0.35 | 0.23 | 0.26 | 0.20 | 0.23 | 0.29 | 0.29 | 0.34 | 0.42 |
| XOM | 0.48 | 0.03 | 0.19 | 0.25 | 1.00 | 0.77 | 0.26 | 0.21 | 0.20 | 0.23 | 0.21 | 0.25 | 0.26 | 0.21 | 0.27 | 0.44 | 0.23 | 0.21 | 0.30 | 0.31 | 0.45 | 0.44 |
| CVX | 0.50 | 0.05 | 0.19 | 0.25 | 0.77 | 1.00 | 0.26 | 0.21 | 0.19 | 0.23 | 0.21 | 0.26 | 0.27 | 0.22 | 0.26 | 0.45 | 0.23 | 0.24 | 0.31 | 0.31 | 0.44 | 0.45 |
| PFE | 0.44 | 0.04 | 0.25 | 0.48 | 0.26 | 0.26 | 1.00 | 0.22 | 0.20 | 0.26 | 0.33 | 0.48 | 0.33 | 0.34 | 0.29 | 0.31 | 0.24 | 0.26 | 0.32 | 0.29 | 0.37 | 0.45 |
| AAPL | 0.64 | 0.08 | 0.22 | 0.17 | 0.21 | 0.21 | 0.22 | 1.00 | 0.45 | 0.26 | 0.22 | 0.20 | 0.21 | 0.25 | 0.33 | 0.30 | 0.48 | 0.51 | 0.39 | 0.40 | 0.33 | 0.50 |
| AMZN | 0.64 | 0.10 | 0.25 | 0.17 | 0.20 | 0.19 | 0.20 | 0.45 | 1.00 | 0.26 | 0.19 | 0.19 | 0.19 | 0.23 | 0.36 | 0.30 | 0.61 | 0.55 | 0.43 | 0.46 | 0.32 | 0.52 |
| MCD | 0.48 | 0.04 | 0.33 | 0.31 | 0.23 | 0.23 | 0.26 | 0.26 | 0.26 | 1.00 | 0.38 | 0.35 | 0.43 | 0.41 | 0.35 | 0.30 | 0.28 | 0.32 | 0.38 | 0.39 | 0.39 | 0.46 |
| PG | 0.43 | 0.03 | 0.40 | 0.37 | 0.21 | 0.21 | 0.33 | 0.22 | 0.19 | 0.38 | 1.00 | 0.45 | 0.55 | 0.58 | 0.32 | 0.23 | 0.23 | 0.28 | 0.33 | 0.33 | 0.37 | 0.45 |
| JNJ | 0.44 | 0.03 | 0.32 | 0.48 | 0.25 | 0.26 | 0.48 | 0.20 | 0.19 | 0.35 | 0.45 | 1.00 | 0.42 | 0.45 | 0.31 | 0.30 | 0.25 | 0.25 | 0.36 | 0.35 | 0.44 | 0.47 |
| KO | 0.45 | 0.02 | 0.35 | 0.33 | 0.26 | 0.27 | 0.33 | 0.21 | 0.19 | 0.43 | 0.55 | 0.42 | 1.00 | 0.66 | 0.31 | 0.28 | 0.25 | 0.28 | 0.35 | 0.36 | 0.43 | 0.48 |
| PEP | 0.45 | 0.03 | 0.38 | 0.35 | 0.21 | 0.22 | 0.34 | 0.25 | 0.23 | 0.41 | 0.58 | 0.45 | 0.66 | 1.00 | 0.34 | 0.22 | 0.25 | 0.30 | 0.36 | 0.34 | 0.38 | 0.48 |
| HD | 0.61 | 0.07 | 0.37 | 0.23 | 0.27 | 0.26 | 0.29 | 0.33 | 0.36 | 0.35 | 0.32 | 0.31 | 0.31 | 0.34 | 1.00 | 0.37 | 0.35 | 0.38 | 0.41 | 0.42 | 0.44 | 0.52 |
| JPM | 0.65 | 0.07 | 0.24 | 0.26 | 0.44 | 0.45 | 0.31 | 0.30 | 0.30 | 0.30 | 0.23 | 0.30 | 0.28 | 0.22 | 0.37 | 1.00 | 0.34 | 0.34 | 0.44 | 0.44 | 0.65 | 0.53 |
| GOOGL | 0.69 | 0.10 | 0.25 | 0.20 | 0.23 | 0.23 | 0.24 | 0.48 | 0.61 | 0.28 | 0.23 | 0.25 | 0.25 | 0.25 | 0.35 | 0.34 | 1.00 | 0.59 | 0.48 | 0.48 | 0.37 | 0.56 |
| MSFT | 0.72 | 0.10 | 0.27 | 0.23 | 0.21 | 0.24 | 0.26 | 0.51 | 0.55 | 0.32 | 0.28 | 0.25 | 0.28 | 0.30 | 0.38 | 0.34 | 0.59 | 1.00 | 0.49 | 0.50 | 0.37 | 0.58 |
| V | 0.68 | 0.08 | 0.28 | 0.29 | 0.30 | 0.31 | 0.32 | 0.39 | 0.43 | 0.38 | 0.33 | 0.36 | 0.35 | 0.36 | 0.41 | 0.44 | 0.48 | 0.49 | 1.00 | 0.79 | 0.49 | 0.62 |
| MA | 0.70 | 0.08 | 0.28 | 0.29 | 0.31 | 0.31 | 0.29 | 0.40 | 0.46 | 0.39 | 0.33 | 0.35 | 0.36 | 0.34 | 0.42 | 0.44 | 0.48 | 0.50 | 0.79 | 1.00 | 0.50 | 0.63 |
| BRK-B | 0.70 | 0.06 | 0.34 | 0.34 | 0.45 | 0.44 | 0.37 | 0.33 | 0.32 | 0.39 | 0.37 | 0.44 | 0.43 | 0.38 | 0.44 | 0.65 | 0.37 | 0.37 | 0.49 | 0.50 | 1.00 | 0.60 |
| Portfolio | 0.85 | 0.46 | 0.42 | 0.42 | 0.44 | 0.45 | 0.45 | 0.50 | 0.52 | 0.46 | 0.45 | 0.47 | 0.48 | 0.48 | 0.52 | 0.53 | 0.56 | 0.58 | 0.62 | 0.63 | 0.60 | 1.00 |