2 Top 15 US Stock

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

2 Top 15 US Stock

Currency in USD · Last updated May 23, 2025

Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	6.67%
AMZN Amazon.com, Inc.	Consumer Cyclical	6.67%
AVGO Broadcom Inc.	Technology	6.67%
BRK-A Berkshire Hathaway Inc	Financial Services	6.67%
GOOG Alphabet Inc	Communication Services	6.67%
JPM JPMorgan Chase & Co.	Financial Services	6.67%
LLY Eli Lilly and Company	Healthcare	6.67%
META Meta Platforms, Inc.	Communication Services	6.67%
MSFT Microsoft Corporation	Technology	6.67%
NVDA NVIDIA Corporation	Technology	6.67%
TSLA Tesla, Inc.	Consumer Cyclical	6.67%
UNH UnitedHealth Group Incorporated	Healthcare	6.67%
V Visa Inc.	Financial Services	6.67%
WMT Walmart Inc.	Consumer Defensive	6.67%
XOM Exxon Mobil Corporation	Energy	6.67%

Benchmark

S&P 500

Rebalance

Performance

Performance Chart

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The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG

Returns By Period

As of May 23, 2025, the 2 Top 15 US Stock returned -1.11% Year-To-Date and 28.92% of annualized return in the last 10 years.

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	-0.67%	10.48%	-1.79%	10.08%	14.60%	10.64%
2 Top 15 US Stock	-1.11%	8.59%	2.97%	24.37%	32.80%	28.92%
Portfolio components:
AAPL Apple Inc	-19.40%	-1.45%	-12.19%	8.25%	21.04%	21.10%
NVDA NVIDIA Corporation	-1.08%	29.33%	-6.41%	28.00%	71.34%	74.59%
MSFT Microsoft Corporation	8.33%	21.72%	9.50%	7.34%	20.94%	27.31%
GOOG Alphabet Inc	-9.59%	9.04%	3.48%	-1.29%	19.63%	20.39%
AMZN Amazon.com, Inc.	-7.43%	12.46%	3.03%	12.18%	10.76%	25.25%
META Meta Platforms, Inc.	8.82%	22.35%	14.04%	37.17%	22.18%	23.02%
BRK-A Berkshire Hathaway Inc	11.06%	-4.13%	5.88%	23.51%	23.51%	13.30%
LLY Eli Lilly and Company	-7.01%	-13.59%	-4.03%	-10.93%	38.06%	27.69%
AVGO Broadcom Inc.	-0.26%	30.31%	41.17%	67.48%	56.76%	36.52%
TSLA Tesla, Inc.	-15.55%	36.01%	-3.27%	96.29%	44.33%	35.36%
JPM JPMorgan Chase & Co.	9.98%	8.22%	6.07%	35.44%	27.34%	17.83%
V Visa Inc.	13.65%	7.24%	15.89%	31.49%	14.21%	18.62%
WMT Walmart Inc.	6.73%	1.27%	6.85%	49.47%	19.98%	16.49%
XOM Exxon Mobil Corporation	-2.53%	-3.21%	-13.91%	-6.12%	23.72%	6.32%
UNH UnitedHealth Group Incorporated	-41.10%	-30.68%	-49.38%	-41.68%	1.95%	11.20%

*Annualized

Monthly Returns

The table below presents the monthly returns of 2 Top 15 US Stock, 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	3.72%	-2.80%	-6.47%	0.41%	4.45%								-1.11%
2024	3.37%	8.93%	3.06%	-2.05%	6.03%	6.39%	1.24%	3.34%	2.32%	-0.16%	7.03%	2.82%	50.80%
2023	10.97%	2.04%	7.72%	3.49%	7.75%	7.75%	3.78%	1.12%	-3.41%	-1.35%	8.16%	3.53%	64.10%
2022	-4.35%	-3.18%	7.51%	-10.02%	-0.58%	-8.79%	11.54%	-5.29%	-8.26%	5.14%	6.25%	-6.62%	-17.87%
2021	2.03%	2.55%	2.19%	6.69%	0.96%	5.65%	1.60%	4.15%	-4.27%	10.62%	0.99%	3.48%	42.51%
2020	4.34%	-5.84%	-8.62%	16.79%	5.16%	5.55%	6.89%	15.69%	-5.97%	-3.69%	13.45%	5.84%	56.49%
2019	6.41%	2.15%	3.84%	3.45%	-9.02%	7.93%	2.27%	-2.12%	1.27%	7.07%	5.12%	6.23%	38.97%
2018	8.76%	-3.12%	-5.32%	2.78%	4.53%	1.60%	2.51%	6.06%	-0.14%	-4.98%	0.30%	-7.33%	4.43%
2017	4.59%	3.60%	2.76%	2.83%	5.38%	0.33%	3.46%	2.38%	0.62%	6.57%	2.72%	-0.29%	40.81%
2016	-4.72%	-1.38%	8.18%	0.26%	4.76%	-0.62%	6.11%	1.03%	2.10%	-0.59%	2.66%	4.65%	24.02%
2015	-1.40%	6.80%	-1.63%	2.72%	3.96%	-1.12%	4.27%	-3.58%	-0.12%	6.53%	3.28%	1.22%	22.33%
2014				-1.90%	3.21%	2.49%	-0.85%	6.94%	-0.42%	2.03%	4.76%	-0.94%	16.00%

Expense Ratio

2 Top 15 US Stock 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.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 79, 2 Top 15 US Stock is among the top 21% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AAPL Apple Inc	0.18	0.49	1.07	0.18	0.56
NVDA NVIDIA Corporation	0.67	1.26	1.16	1.09	2.67
MSFT Microsoft Corporation	0.25	0.62	1.08	0.33	0.73
GOOG Alphabet Inc	-0.09	0.07	1.01	-0.11	-0.23
AMZN Amazon.com, Inc.	0.32	0.68	1.09	0.35	0.90
META Meta Platforms, Inc.	1.00	1.57	1.20	1.06	3.24
BRK-A Berkshire Hathaway Inc	1.06	1.55	1.22	2.47	5.88
LLY Eli Lilly and Company	-0.27	-0.04	0.99	-0.32	-0.61
AVGO Broadcom Inc.	1.08	1.78	1.24	1.58	4.36
TSLA Tesla, Inc.	1.25	2.09	1.25	1.63	3.87
JPM JPMorgan Chase & Co.	1.22	1.86	1.27	1.49	4.99
V Visa Inc.	1.41	1.83	1.28	1.96	6.90
WMT Walmart Inc.	2.04	2.87	1.39	2.33	7.62
XOM Exxon Mobil Corporation	-0.32	-0.44	0.95	-0.54	-1.17
UNH UnitedHealth Group Incorporated	-0.95	-1.13	0.80	-0.75	-2.50

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.

2 Top 15 US Stock Sharpe ratios as of May 23, 2025 (values are recalculated daily):

1-Year: 1.04
5-Year: 1.56
10-Year: 1.36
All Time: 1.37

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 0.47 to 0.99, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of 2 Top 15 US Stock compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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Dividends

Dividend yield

2 Top 15 US Stock provided a 0.93% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	0.93%	0.81%	0.89%	1.05%	1.07%	1.41%	1.27%	1.37%	1.17%	1.30%	1.38%	1.31%
Portfolio components:
AAPL Apple Inc	0.50%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%	1.67%
NVDA NVIDIA Corporation	0.02%	0.02%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%	1.70%
MSFT Microsoft Corporation	0.71%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%	2.48%
GOOG Alphabet Inc	0.47%	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%
META Meta Platforms, Inc.	0.32%	0.34%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BRK-A 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%
LLY Eli Lilly and Company	0.78%	0.67%	0.78%	1.07%	1.23%	1.75%	1.96%	1.95%	2.46%	2.77%	2.37%	2.84%
AVGO Broadcom Inc.	0.97%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%	1.22%
TSLA Tesla, 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.	1.94%	1.92%	2.38%	2.98%	2.34%	2.83%	2.37%	2.54%	1.91%	2.13%	2.54%	2.49%
V Visa Inc.	0.64%	0.68%	0.72%	0.76%	0.62%	0.56%	0.56%	0.67%	0.61%	0.75%	0.64%	0.64%
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 Exxon Mobil Corporation	3.81%	3.57%	3.68%	3.22%	5.70%	8.44%	4.92%	4.74%	3.66%	3.30%	3.69%	2.92%
UNH UnitedHealth Group Incorporated	2.83%	1.62%	1.38%	1.21%	1.12%	1.38%	1.41%	1.38%	1.30%	1.48%	1.59%	1.39%

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 2 Top 15 US Stock. 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 2 Top 15 US Stock was 32.29%, occurring on Mar 23, 2020. Recovery took 53 trading sessions.

The current 2 Top 15 US Stock drawdown is 6.32%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-32.29%	Feb 20, 2020	23	Mar 23, 2020	53	Jun 8, 2020	76
-23.83%	Jan 4, 2022	195	Oct 12, 2022	126	Apr 14, 2023	321
-19.45%	Feb 14, 2025	37	Apr 8, 2025	—	—	—
-19.43%	Oct 2, 2018	58	Dec 24, 2018	70	Apr 5, 2019	128
-13.9%	Dec 30, 2015	30	Feb 11, 2016	32	Mar 30, 2016	62

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 15 assets, with an effective number of assets of 15.00, 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

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

	^GSPC	WMT	XOM	LLY	UNH	TSLA	JPM	BRK-A	NVDA	META	AVGO	V	AMZN	AAPL	GOOG	MSFT	Portfolio
^GSPC	1.00	0.41	0.46	0.41	0.45	0.47	0.65	0.66	0.63	0.61	0.66	0.69	0.64	0.68	0.70	0.75	0.91
WMT	0.41	1.00	0.19	0.26	0.28	0.17	0.25	0.36	0.21	0.21	0.21	0.29	0.27	0.27	0.27	0.31	0.39
XOM	0.46	0.19	1.00	0.19	0.25	0.14	0.48	0.47	0.18	0.17	0.24	0.33	0.18	0.25	0.24	0.21	0.38
LLY	0.41	0.26	0.19	1.00	0.34	0.13	0.24	0.31	0.23	0.27	0.25	0.30	0.25	0.26	0.28	0.33	0.42
UNH	0.45	0.28	0.25	0.34	1.00	0.15	0.35	0.40	0.21	0.22	0.25	0.37	0.23	0.29	0.31	0.31	0.43
TSLA	0.47	0.17	0.14	0.13	0.15	1.00	0.25	0.23	0.41	0.37	0.40	0.30	0.42	0.41	0.39	0.39	0.61
JPM	0.65	0.25	0.48	0.24	0.35	0.25	1.00	0.68	0.33	0.32	0.38	0.48	0.31	0.36	0.37	0.37	0.56
BRK-A	0.66	0.36	0.47	0.31	0.40	0.23	0.68	1.00	0.29	0.31	0.35	0.51	0.32	0.39	0.39	0.40	0.56
NVDA	0.63	0.21	0.18	0.23	0.21	0.41	0.33	0.29	1.00	0.51	0.61	0.42	0.54	0.50	0.52	0.59	0.72
META	0.61	0.21	0.17	0.27	0.22	0.37	0.32	0.31	0.51	1.00	0.48	0.47	0.61	0.50	0.65	0.58	0.69
AVGO	0.66	0.21	0.24	0.25	0.25	0.40	0.38	0.35	0.61	0.48	1.00	0.44	0.48	0.54	0.48	0.54	0.71
V	0.69	0.29	0.33	0.30	0.37	0.30	0.48	0.51	0.42	0.47	0.44	1.00	0.48	0.48	0.53	0.57	0.66
AMZN	0.64	0.27	0.18	0.25	0.23	0.42	0.31	0.32	0.54	0.61	0.48	0.48	1.00	0.55	0.67	0.65	0.73
AAPL	0.68	0.27	0.25	0.26	0.29	0.41	0.36	0.39	0.50	0.50	0.54	0.48	0.55	1.00	0.57	0.61	0.71
GOOG	0.70	0.27	0.24	0.28	0.31	0.39	0.37	0.39	0.52	0.65	0.48	0.53	0.67	0.57	1.00	0.68	0.75
MSFT	0.75	0.31	0.21	0.33	0.31	0.39	0.37	0.40	0.59	0.58	0.54	0.57	0.65	0.61	0.68	1.00	0.77
Portfolio	0.91	0.39	0.38	0.42	0.43	0.61	0.56	0.56	0.72	0.69	0.71	0.66	0.73	0.71	0.75	0.77	1.00

The correlation results are calculated based on daily price changes starting from Apr 4, 2014

Performance Analysis

Risk Analysis

Optimization

Factor Model

2 Top 15 US Stock

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

Community