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2 Top 15 US Stock
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


AAPL 6.67%NVDA 6.67%MSFT 6.67%GOOG 6.67%AMZN 6.67%META 6.67%BRK-A 6.67%LLY 6.67%AVGO 6.67%TSLA 6.67%JPM 6.67%V 6.67%WMT 6.67%XOM 6.67%UNH 6.67%EquityEquity

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.


0.00%500.00%1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%NovemberDecember2025FebruaryMarchApril
2,608.43%
192.53%
2 Top 15 US Stock
Benchmark (^GSPC)
Portfolio components

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

Returns By Period

As of Apr 27, 2025, the 2 Top 15 US Stock returned -15.12% Year-To-Date and 36.14% of annualized return in the last 10 years.


YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500
-6.06%-2.95%-4.87%8.34%13.98%10.15%
2 Top 15 US Stock-15.12%0.33%-13.92%26.07%45.45%36.14%
AAPL
Apple Inc
-16.34%-6.51%-9.36%24.20%25.04%22.03%
NVDA
NVIDIA Corporation
-17.33%-0.38%-21.56%26.56%72.18%70.80%
MSFT
Microsoft Corporation
-6.85%0.33%-8.11%-2.82%18.72%25.00%
GOOG
Alphabet Inc.
-13.86%-0.14%-1.66%-5.22%20.95%19.68%
AMZN
Amazon.com, Inc.
-13.86%-6.14%0.62%5.22%9.76%24.37%
META
Meta Platforms, Inc.
-6.45%-9.18%-4.37%23.91%24.09%21.25%
BRK-A
Berkshire Hathaway Inc
16.87%-0.77%16.68%31.11%23.20%14.06%
LLY
Eli Lilly and Company
14.78%7.65%-0.58%21.37%42.44%30.96%
AVGO
Broadcom Inc.
-16.80%11.81%11.80%44.83%52.30%35.87%
TSLA
Tesla, Inc.
-29.44%4.33%5.85%69.32%40.01%33.91%
JPM
JPMorgan Chase & Co.
2.76%-1.24%10.80%28.79%24.31%17.61%
V
Visa Inc.
6.23%-4.20%19.40%23.01%15.17%18.29%
WMT
Walmart Inc.
5.54%11.05%15.82%59.85%19.13%16.18%
XOM
Exxon Mobil Corporation
1.83%-7.91%-7.57%-4.85%25.75%6.72%
UNH
UnitedHealth Group Incorporated
-16.89%-18.82%-25.24%-14.13%8.94%15.73%
*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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-6.03%-0.43%-11.92%2.98%-15.12%
202411.86%19.24%8.41%-3.44%18.04%11.74%-3.39%2.37%2.42%5.23%4.81%1.92%109.69%
202317.02%7.48%11.95%0.29%21.52%10.60%6.34%3.25%-8.17%-3.91%12.17%5.38%117.36%
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%
20212.01%-0.41%0.29%8.24%0.81%10.94%0.66%7.86%-5.00%17.71%10.93%-2.52%61.95%
20203.22%-2.56%-5.99%15.94%8.70%7.33%9.29%19.88%-4.25%-5.35%12.42%5.27%79.72%
20197.31%2.08%6.69%3.88%-11.68%9.79%2.01%-1.87%0.65%7.94%5.77%5.59%42.97%
201812.49%-1.87%-4.98%1.55%7.01%-0.77%2.12%8.59%0.40%-11.92%-4.29%-9.03%-3.42%
20174.97%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%4.42%5.39%31.36%
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%22.86%
2014-1.90%3.21%2.50%-0.76%7.03%-0.36%1.93%4.88%-0.87%16.40%

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

The current rank of 2 Top 15 US Stock is 67, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of 2 Top 15 US Stock is 6767
Overall Rank
The Sharpe Ratio Rank of 2 Top 15 US Stock is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of 2 Top 15 US Stock is 6969
Sortino Ratio Rank
The Omega Ratio Rank of 2 Top 15 US Stock is 6565
Omega Ratio Rank
The Calmar Ratio Rank of 2 Top 15 US Stock is 7575
Calmar Ratio Rank
The Martin Ratio Rank of 2 Top 15 US Stock is 6363
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.


The chart of Sharpe ratio for Portfolio, currently valued at 0.69, compared to the broader market-4.00-2.000.002.00
Portfolio: 0.69
^GSPC: 0.46
The chart of Sortino ratio for Portfolio, currently valued at 1.20, compared to the broader market-6.00-4.00-2.000.002.004.00
Portfolio: 1.20
^GSPC: 0.77
The chart of Omega ratio for Portfolio, currently valued at 1.15, compared to the broader market0.400.600.801.001.201.401.60
Portfolio: 1.15
^GSPC: 1.11
The chart of Calmar ratio for Portfolio, currently valued at 0.99, compared to the broader market0.002.004.006.00
Portfolio: 0.99
^GSPC: 0.47
The chart of Martin ratio for Portfolio, currently valued at 2.83, compared to the broader market0.005.0010.0015.0020.00
Portfolio: 2.83
^GSPC: 1.94

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
AAPL
Apple Inc
0.801.301.190.782.94
NVDA
NVIDIA Corporation
0.581.161.140.942.47
MSFT
Microsoft Corporation
-0.13-0.011.00-0.13-0.30
GOOG
Alphabet Inc.
0.090.361.040.100.23
AMZN
Amazon.com, Inc.
0.160.461.060.170.49
META
Meta Platforms, Inc.
0.290.651.090.311.04
BRK-A
Berkshire Hathaway Inc
1.542.161.303.408.60
LLY
Eli Lilly and Company
0.541.011.130.791.61
AVGO
Broadcom Inc.
0.891.621.211.363.89
TSLA
Tesla, Inc.
1.302.131.251.604.27
JPM
JPMorgan Chase & Co.
1.041.561.231.224.27
V
Visa Inc.
1.061.521.221.555.27
WMT
Walmart Inc.
2.523.381.472.869.79
XOM
Exxon Mobil Corporation
-0.31-0.260.97-0.38-0.89
UNH
UnitedHealth Group Incorporated
-0.34-0.190.97-0.39-1.06

The current 2 Top 15 US Stock Sharpe ratio is 0.69. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 0.39 to 0.88, this portfolio's current Sharpe ratio lies between the 25th and 75th percentiles. This indicates that the its risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.

Use the chart below to compare the Sharpe ratio of 2 Top 15 US Stock with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.69
0.46
2 Top 15 US Stock
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

2 Top 15 US Stock provided a 0.88% dividend yield over the last twelve months.


TTM20242023202220212020201920182017201620152014
Portfolio0.88%0.81%0.89%1.05%1.07%1.41%1.27%1.37%1.17%1.30%1.38%1.31%
AAPL
Apple Inc
0.48%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
0.03%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
0.81%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.
0.49%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.
0.37%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
0.61%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.
1.16%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.
2.07%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.
0.66%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.
0.90%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
3.57%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
2.01%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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-21.20%
-10.07%
2 Top 15 US Stock
Benchmark (^GSPC)
Portfolio components

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 21.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.27%Nov 22, 2021226Oct 14, 2022153May 25, 2023379
-32.51%Jan 7, 202561Apr 4, 2025
-31.38%Feb 20, 202018Mar 16, 202046May 20, 202064
-29.88%Oct 2, 201858Dec 24, 2018227Nov 18, 2019285
-22.75%Jul 11, 202420Aug 7, 202445Oct 10, 202465

Volatility

Volatility Chart

The current 2 Top 15 US Stock volatility is 22.59%, 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.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
22.59%
14.23%
2 Top 15 US Stock
Benchmark (^GSPC)
Portfolio components

Diversification

Diversification Metrics


Number of Effective Assets
2.004.006.008.0010.0012.0014.00
Effective Assets: 15.00

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.

^GSPCXOMWMTLLYUNHTSLAJPMBRK-AMETANVDAAVGOVAMZNAAPLGOOGMSFTPortfolio
^GSPC1.000.460.410.410.460.470.650.660.610.630.660.690.640.680.700.750.81
XOM0.461.000.200.190.260.130.480.470.170.180.240.330.180.250.250.210.25
WMT0.410.201.000.260.280.170.250.360.210.210.210.290.270.270.270.310.29
LLY0.410.190.261.000.330.140.240.310.270.230.250.300.250.260.280.330.34
UNH0.460.260.280.331.000.150.360.400.220.220.260.370.240.290.310.320.33
TSLA0.470.130.170.140.151.000.250.230.370.410.400.300.420.410.390.390.56
JPM0.650.480.250.240.360.251.000.690.320.330.380.480.310.360.370.370.44
BRK-A0.660.470.360.310.400.230.691.000.310.290.350.510.320.390.400.410.42
META0.610.170.210.270.220.370.320.311.000.510.480.470.610.500.650.580.65
NVDA0.630.180.210.230.220.410.330.290.511.000.610.420.540.510.520.590.88
AVGO0.660.240.210.250.260.400.380.350.480.611.000.440.480.540.490.540.73
V0.690.330.290.300.370.300.480.510.470.420.441.000.480.480.540.570.56
AMZN0.640.180.270.250.240.420.310.320.610.540.480.481.000.550.670.650.70
AAPL0.680.250.270.260.290.410.360.390.500.510.540.480.551.000.570.610.66
GOOG0.700.250.270.280.310.390.370.400.650.520.490.540.670.571.000.680.67
MSFT0.750.210.310.330.320.390.370.410.580.590.540.570.650.610.681.000.73
Portfolio0.810.250.290.340.330.560.440.420.650.880.730.560.700.660.670.731.00
The correlation results are calculated based on daily price changes starting from Apr 4, 2014