2 Top 15 US Stock
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% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in 2 Top 15 US Stock, 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 every 3 months.
The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG
Returns By Period
As of Feb 13, 2025, the 2 Top 15 US Stock returned 4.31% Year-To-Date and 30.39% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 2.90% | 3.70% | 10.94% | 22.18% | 12.41% | 11.21% |
| 2 Top 15 US Stock | -0.90% | -0.18% | 16.32% | 66.32% | 48.68% | 38.69% |
| Portfolio components: | ||||||
AAPL Apple Inc | -5.31% | 1.16% | 7.07% | 28.61% | 24.71% | 23.70% |
NVDA NVIDIA Corporation | -2.35% | -1.57% | 11.08% | 81.85% | 79.02% | 73.57% |
MSFT Microsoft Corporation | -2.96% | -1.95% | -1.50% | 1.42% | 18.28% | 27.01% |
GOOG Alphabet Inc. | -2.63% | -3.57% | 14.72% | 27.14% | 19.69% | 21.18% |
AMZN Amazon.com, Inc. | 4.35% | 4.79% | 34.59% | 35.75% | 16.56% | 28.28% |
META Meta Platforms, Inc. | 23.89% | 19.24% | 37.95% | 58.25% | 27.85% | 25.47% |
BRK-A Berkshire Hathaway Inc | 3.90% | 6.19% | 7.67% | 19.14% | 15.84% | 12.29% |
LLY Eli Lilly and Company | 13.08% | 9.47% | -6.02% | 18.26% | 45.91% | 31.06% |
AVGO Broadcom Inc. | 1.95% | 4.91% | 50.78% | 91.37% | 53.93% | 39.54% |
TSLA Tesla, Inc. | -16.67% | -16.56% | 67.10% | 82.87% | 44.76% | 37.95% |
JPM JPMorgan Chase & Co. | 15.50% | 12.79% | 32.50% | 61.68% | 18.33% | 19.83% |
V Visa Inc. | 11.40% | 14.71% | 35.08% | 28.39% | 11.66% | 18.83% |
WMT Walmart Inc. | 14.68% | 13.20% | 51.67% | 85.97% | 23.33% | 16.08% |
XOM Exxon Mobil Corporation | 0.69% | -0.90% | -7.46% | 9.51% | 17.62% | 5.95% |
UNH UnitedHealth Group Incorporated | 4.26% | -2.54% | -8.34% | 3.64% | 13.75% | 18.87% |
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 | -6.03% | -0.90% | |||||||||||
| 2024 | 11.86% | 19.24% | 8.41% | -3.44% | 18.04% | 11.74% | -3.39% | 2.37% | 2.42% | 5.23% | 4.81% | 1.92% | 109.69% |
| 2023 | 17.02% | 7.48% | 11.95% | 0.29% | 21.52% | 10.60% | 6.34% | 3.25% | -8.17% | -3.91% | 12.17% | 5.38% | 117.35% |
| 2022 | -11.08% | -2.81% | 10.69% | -19.65% | -1.90% | -11.84% | 16.19% | -9.14% | -10.63% | 3.61% | 7.98% | -11.17% | -37.66% |
| 2021 | 2.01% | -0.41% | 0.29% | 8.24% | 0.81% | 10.94% | 0.66% | 7.86% | -5.00% | 17.71% | 10.93% | -2.52% | 61.95% |
| 2020 | 3.22% | -2.56% | -5.99% | 15.94% | 8.70% | 7.33% | 9.29% | 19.88% | -4.25% | -5.35% | 12.42% | 5.27% | 79.71% |
| 2019 | 7.31% | 2.08% | 6.69% | 3.88% | -11.68% | 9.79% | 2.01% | -1.87% | 0.65% | 7.94% | 5.77% | 5.59% | 42.97% |
| 2018 | 12.49% | -1.87% | -4.98% | 1.55% | 7.01% | -0.77% | 2.12% | 8.59% | 0.40% | -11.92% | -4.29% | -9.03% | -3.42% |
| 2017 | 4.97% | 2.15% | 3.47% | 1.78% | 10.02% | 0.02% | 5.52% | 2.93% | 0.99% | 9.07% | 1.65% | -1.56% | 48.76% |
| 2016 | -5.23% | -1.61% | 8.67% | -0.12% | 5.91% | -0.66% | 7.03% | 1.93% | 3.00% | -0.23% | 4.41% | 5.39% | 31.35% |
| 2015 | -1.21% | 7.33% | -1.49% | 1.49% | 5.13% | -1.54% | 3.67% | -3.50% | -0.09% | 6.71% | 3.38% | 1.54% | 22.85% |
| 2014 | -1.90% | 3.21% | 2.50% | -0.76% | 7.04% | -0.36% | 1.93% | 4.88% | -0.86% | 16.40% |
Expense Ratio
2 Top 15 US Stock 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
With an overall rank of 91, 2 Top 15 US Stock is among the top 9% 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.
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 | |
|---|---|---|---|---|---|
AAPL Apple Inc | 1.09 | 1.64 | 1.21 | 1.57 | 4.44 |
NVDA NVIDIA Corporation | 1.45 | 2.02 | 1.26 | 3.03 | 8.41 |
MSFT Microsoft Corporation | -0.09 | 0.01 | 1.00 | -0.13 | -0.27 |
GOOG Alphabet Inc. | 0.84 | 1.30 | 1.17 | 1.07 | 2.71 |
AMZN Amazon.com, Inc. | 1.14 | 1.63 | 1.21 | 1.60 | 5.14 |
META Meta Platforms, Inc. | 1.83 | 2.32 | 1.32 | 3.01 | 9.14 |
BRK-A Berkshire Hathaway Inc | 1.18 | 1.75 | 1.21 | 2.15 | 5.16 |
LLY Eli Lilly and Company | 0.60 | 1.03 | 1.13 | 0.77 | 1.79 |
AVGO Broadcom Inc. | 1.53 | 2.24 | 1.31 | 3.43 | 9.41 |
TSLA Tesla, Inc. | 1.15 | 1.98 | 1.23 | 1.13 | 5.44 |
JPM JPMorgan Chase & Co. | 2.56 | 3.33 | 1.50 | 6.02 | 17.20 |
V Visa Inc. | 1.65 | 2.22 | 1.31 | 2.26 | 5.70 |
WMT Walmart Inc. | 4.75 | 6.76 | 1.87 | 14.80 | 44.21 |
XOM Exxon Mobil Corporation | 0.52 | 0.84 | 1.10 | 0.66 | 1.53 |
UNH UnitedHealth Group Incorporated | 0.12 | 0.35 | 1.05 | 0.15 | 0.40 |
Dividends
Dividend yield
2 Top 15 US Stock provided a 0.78% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.78% | 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 | 0.42% | 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 | 0.75% | 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. | 0.32% | 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. | 0.28% | 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 | 0.60% | 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. | 0.92% | 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. | 1.74% | 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. | 0.63% | 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. | 0.80% | 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 | 3.61% | 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 | 1.55% | 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.
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 43.27%, occurring on Oct 14, 2022. Recovery took 153 trading sessions.
The current 2 Top 15 US Stock drawdown is 0.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.27% | Nov 22, 2021 | 226 | Oct 14, 2022 | 153 | May 25, 2023 | 379 |
| -31.38% | Feb 20, 2020 | 18 | Mar 16, 2020 | 46 | May 20, 2020 | 64 |
| -29.88% | Oct 2, 2018 | 58 | Dec 24, 2018 | 227 | Nov 18, 2019 | 285 |
| -22.75% | Jul 11, 2024 | 20 | Aug 7, 2024 | 45 | Oct 10, 2024 | 65 |
| -15.3% | Dec 30, 2015 | 30 | Feb 11, 2016 | 34 | Apr 1, 2016 | 64 |
Volatility
Volatility Chart
The current 2 Top 15 US Stock volatility is 17.32%, 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
| WMT | XOM | LLY | TSLA | UNH | JPM | BRK-A | NVDA | META | AVGO | AMZN | V | AAPL | GOOG | MSFT | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WMT | 1.00 | 0.19 | 0.25 | 0.16 | 0.28 | 0.24 | 0.35 | 0.21 | 0.21 | 0.21 | 0.26 | 0.28 | 0.26 | 0.26 | 0.30 |
| XOM | 0.19 | 1.00 | 0.19 | 0.13 | 0.26 | 0.48 | 0.47 | 0.18 | 0.18 | 0.25 | 0.18 | 0.32 | 0.24 | 0.24 | 0.21 |
| LLY | 0.25 | 0.19 | 1.00 | 0.13 | 0.35 | 0.24 | 0.30 | 0.22 | 0.27 | 0.25 | 0.25 | 0.29 | 0.25 | 0.28 | 0.32 |
| TSLA | 0.16 | 0.13 | 0.13 | 1.00 | 0.16 | 0.24 | 0.22 | 0.40 | 0.36 | 0.39 | 0.41 | 0.30 | 0.40 | 0.38 | 0.38 |
| UNH | 0.28 | 0.26 | 0.35 | 0.16 | 1.00 | 0.36 | 0.41 | 0.22 | 0.23 | 0.26 | 0.24 | 0.37 | 0.30 | 0.32 | 0.32 |
| JPM | 0.24 | 0.48 | 0.24 | 0.24 | 0.36 | 1.00 | 0.69 | 0.32 | 0.31 | 0.38 | 0.30 | 0.47 | 0.35 | 0.37 | 0.36 |
| BRK-A | 0.35 | 0.47 | 0.30 | 0.22 | 0.41 | 0.69 | 1.00 | 0.29 | 0.31 | 0.36 | 0.32 | 0.51 | 0.39 | 0.40 | 0.41 |
| NVDA | 0.21 | 0.18 | 0.22 | 0.40 | 0.22 | 0.32 | 0.29 | 1.00 | 0.50 | 0.61 | 0.53 | 0.42 | 0.51 | 0.52 | 0.58 |
| META | 0.21 | 0.18 | 0.27 | 0.36 | 0.23 | 0.31 | 0.31 | 0.50 | 1.00 | 0.47 | 0.60 | 0.47 | 0.50 | 0.65 | 0.57 |
| AVGO | 0.21 | 0.25 | 0.25 | 0.39 | 0.26 | 0.38 | 0.36 | 0.61 | 0.47 | 1.00 | 0.47 | 0.44 | 0.55 | 0.48 | 0.54 |
| AMZN | 0.26 | 0.18 | 0.25 | 0.41 | 0.24 | 0.30 | 0.32 | 0.53 | 0.60 | 0.47 | 1.00 | 0.48 | 0.55 | 0.67 | 0.64 |
| V | 0.28 | 0.32 | 0.29 | 0.30 | 0.37 | 0.47 | 0.51 | 0.42 | 0.47 | 0.44 | 0.48 | 1.00 | 0.48 | 0.54 | 0.57 |
| AAPL | 0.26 | 0.24 | 0.25 | 0.40 | 0.30 | 0.35 | 0.39 | 0.51 | 0.50 | 0.55 | 0.55 | 0.48 | 1.00 | 0.57 | 0.61 |
| GOOG | 0.26 | 0.24 | 0.28 | 0.38 | 0.32 | 0.37 | 0.40 | 0.52 | 0.65 | 0.48 | 0.67 | 0.54 | 0.57 | 1.00 | 0.68 |
| MSFT | 0.30 | 0.21 | 0.32 | 0.38 | 0.32 | 0.36 | 0.41 | 0.58 | 0.57 | 0.54 | 0.64 | 0.57 | 0.61 | 0.68 | 1.00 |