TOP 10 stocks in 2015

Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	10%
BRK-B Berkshire Hathaway Inc.	Financial Services	10%
GE General Electric Company	Industrials	10%
GOOG Alphabet Inc	Communication Services	10%
JNJ Johnson & Johnson	Healthcare	10%
JPM JPMorgan Chase & Co.	Financial Services	10%
MSFT Microsoft Corporation	Technology	10%
WFC Wells Fargo & Company	Financial Services	10%
WMT Walmart Inc.	Consumer Defensive	10%
XOM Exxon Mobil Corporation	Energy	10%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in TOP 10 stocks in 2015, 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.

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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 Apr 2, 2026, the TOP 10 stocks in 2015 returned 0.26% Year-To-Date and 19.05% of annualized return in the last 10 years.

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-3.43%	-3.84%	-1.98%	16.08%	16.86%	10.37%	12.29%
Portfolio TOP 10 stocks in 2015	-0.32%	-2.30%	0.26%	8.65%	32.35%	30.05%	22.05%	19.05%
Portfolio components:
AAPL Apple Inc	0.11%	-2.97%	-5.78%	-0.28%	14.80%	16.04%	16.39%	26.10%
GOOG Alphabet Inc	-0.15%	-2.93%	-6.10%	19.65%	86.00%	41.44%	22.67%	23.06%
MSFT Microsoft Corporation	1.11%	-7.54%	-22.60%	-27.29%	-1.52%	10.00%	9.94%	22.58%
XOM Exxon Mobil Corporation	-0.06%	5.84%	34.42%	46.62%	40.06%	15.29%	27.66%	11.56%
BRK-B Berkshire Hathaway Inc.	-0.24%	-0.83%	-5.03%	-3.74%	-11.23%	15.44%	13.08%	12.79%
WFC Wells Fargo & Company	0.04%	-2.34%	-13.09%	1.15%	13.96%	32.15%	17.98%	8.19%
JNJ Johnson & Johnson	-0.44%	-1.50%	18.06%	32.21%	60.80%	19.22%	11.44%	11.41%
GE General Electric Company	-3.94%	-15.73%	-8.59%	-5.86%	41.49%	54.57%	34.17%	7.77%
JPM JPMorgan Chase & Co.	-0.26%	-1.89%	-8.16%	-3.31%	22.30%	34.44%	16.83%	20.51%
WMT Walmart Inc.	0.84%	-1.46%	13.14%	24.19%	41.38%	37.98%	24.34%	20.62%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 4, 2014, TOP 10 stocks in 2015's average daily return is +0.07%, while the average monthly return is +1.42%. At this rate, your investment would double in approximately 4.1 years.

Historically, 71% of months were positive and 29% were negative. The best month was Nov 2020 with a return of +16.3%, while the worst month was Mar 2020 at -13.0%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.

On a daily basis, TOP 10 stocks in 2015 closed higher 54% of trading days. The best single day was Mar 13, 2020 with a return of +10.7%, while the worst single day was Mar 16, 2020 at -11.2%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	1.43%	1.96%	-3.06%	0.01%									0.26%
2025	6.34%	0.70%	-3.94%	-0.21%	5.01%	3.52%	3.46%	4.11%	5.34%	2.38%	3.87%	1.01%	36.01%
2024	2.76%	5.65%	4.64%	0.01%	5.19%	1.84%	2.67%	3.49%	0.23%	0.42%	6.67%	-2.78%	34.98%
2023	6.87%	-1.02%	3.27%	5.26%	0.52%	5.74%	3.76%	-1.47%	-2.34%	-2.09%	7.29%	3.06%	32.09%
2022	1.76%	-1.15%	2.78%	-7.79%	0.79%	-9.62%	9.64%	-3.05%	-8.27%	12.44%	5.85%	-5.93%	-5.21%
2021	1.65%	7.72%	3.92%	6.04%	2.62%	1.05%	1.21%	3.03%	-3.24%	7.42%	-3.42%	3.44%	35.48%

Benchmark Metrics

TOP 10 stocks in 2015 has an annualized alpha of 6.50%, beta of 0.94, and R² of 0.87 versus S&P 500 Index. Calculated based on daily prices since April 04, 2014.

This portfolio captured 111.66% of S&P 500 Index gains but only 82.40% of its losses — a favorable profile for investors.
This portfolio generated an annualized alpha of 6.50% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
With beta of 0.94 and R² of 0.87, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha: 6.50%

Beta: 0.94

R²: 0.87

Upside Capture: 111.66%

Downside Capture: 82.40%

Expense Ratio

TOP 10 stocks in 2015 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.

Return for Risk

Risk / Return Rank

TOP 10 stocks in 2015 ranks 89 for risk / return — in the top 89% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	2.03	0.88	+1.15
Sortino ratio Return per unit of downside risk	2.84	1.37	+1.48
Omega ratio Gain probability vs. loss probability	1.46	1.21	+0.25
Calmar ratio Return relative to maximum drawdown	2.86	1.39	+1.47
Martin ratio Return relative to average drawdown	13.90	6.43	+7.46
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AAPL Apple Inc	55	0.47	0.92	1.13	0.66	2.04
GOOG Alphabet Inc	94	2.87	3.82	1.47	4.14	15.67
MSFT Microsoft Corporation	35	-0.06	0.11	1.01	-0.05	-0.12
XOM Exxon Mobil Corporation	80	1.58	2.06	1.28	2.51	6.57
BRK-B Berkshire Hathaway Inc.	15	-0.62	-0.73	0.90	-0.70	-1.19
WFC Wells Fargo & Company	54	0.48	0.81	1.11	0.68	2.09
JNJ Johnson & Johnson	97	3.51	4.77	1.64	7.48	25.03
GE General Electric Company	75	1.27	1.73	1.25	1.86	6.67
JPM JPMorgan Chase & Co.	67	0.89	1.28	1.18	1.51	4.05
WMT Walmart Inc.	87	1.72	2.65	1.33	3.92	10.75

Sharpe Ratio

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.

TOP 10 stocks in 2015 Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

1-Year: 2.03
5-Year: 1.42
10-Year: 1.06
All Time: 0.98

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 1.00 to 1.69, 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 TOP 10 stocks in 2015 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

TOP 10 stocks in 2015 provided a 1.17% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.17%	1.20%	1.41%	1.46%	1.51%	1.48%	2.13%	2.16%	2.42%	2.07%	2.10%	2.22%
Portfolio components:
AAPL Apple Inc	0.41%	0.38%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%
GOOG Alphabet Inc	0.29%	0.26%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MSFT Microsoft Corporation	0.93%	0.70%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%
XOM Exxon Mobil Corporation	2.51%	3.32%	3.57%	3.68%	3.22%	5.70%	8.44%	4.92%	4.74%	3.66%	3.30%	3.69%
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%
WFC Wells Fargo & Company	2.17%	1.82%	2.14%	2.64%	2.66%	1.25%	4.04%	3.57%	3.56%	2.54%	2.75%	2.71%
JNJ Johnson & Johnson	2.14%	2.48%	3.40%	3.00%	2.52%	2.45%	2.53%	2.57%	2.74%	2.38%	2.73%	2.87%
GE General Electric Company	0.55%	0.47%	0.67%	0.25%	0.38%	0.34%	0.37%	4.12%	4.89%	4.81%	2.94%	2.95%
JPM JPMorgan Chase & Co.	1.97%	1.72%	1.92%	2.38%	2.98%	2.34%	2.83%	2.37%	2.54%	1.91%	2.13%	2.54%
WMT Walmart Inc.	0.76%	0.84%	0.92%	1.45%	1.58%	1.52%	1.50%	1.78%	2.23%	2.07%	2.89%	3.20%

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 TOP 10 stocks in 2015. 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 TOP 10 stocks in 2015 was 33.52%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

The current TOP 10 stocks in 2015 drawdown is 4.49%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-33.52%	Feb 13, 2020	27	Mar 23, 2020	166	Nov 16, 2020	193
-21.8%	Oct 10, 2018	52	Dec 24, 2018	131	Jul 3, 2019	183
-19.73%	Mar 31, 2022	127	Sep 30, 2022	133	Apr 13, 2023	260
-16.19%	Feb 20, 2025	34	Apr 8, 2025	41	Jun 6, 2025	75
-13.61%	Jul 20, 2015	27	Aug 25, 2015	49	Nov 3, 2015	76

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 10 assets, with an effective number of assets of 10.00, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

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

	Benchmark	WMT	JNJ	XOM	GE	AAPL	GOOG	MSFT	WFC	JPM	BRK-B	Portfolio
Benchmark	1.00	0.38	0.39	0.43	0.52	0.67	0.69	0.73	0.58	0.64	0.66	0.87
WMT	0.38	1.00	0.32	0.18	0.21	0.25	0.24	0.28	0.20	0.24	0.36	0.44
JNJ	0.39	0.32	1.00	0.24	0.18	0.24	0.24	0.25	0.25	0.28	0.44	0.44
XOM	0.43	0.18	0.24	1.00	0.36	0.23	0.22	0.19	0.41	0.44	0.46	0.55
GE	0.52	0.21	0.18	0.36	1.00	0.29	0.30	0.28	0.46	0.50	0.45	0.64
AAPL	0.67	0.25	0.24	0.23	0.29	1.00	0.55	0.58	0.31	0.35	0.39	0.64
GOOG	0.69	0.24	0.24	0.22	0.30	0.55	1.00	0.65	0.32	0.37	0.38	0.65
MSFT	0.73	0.28	0.25	0.19	0.28	0.58	0.65	1.00	0.32	0.36	0.40	0.63
WFC	0.58	0.20	0.25	0.41	0.46	0.31	0.32	0.32	1.00	0.78	0.61	0.71
JPM	0.64	0.24	0.28	0.44	0.50	0.35	0.37	0.36	0.78	1.00	0.69	0.75
BRK-B	0.66	0.36	0.44	0.46	0.45	0.39	0.38	0.40	0.61	0.69	1.00	0.75
Portfolio	0.87	0.44	0.44	0.55	0.64	0.64	0.65	0.63	0.71	0.75	0.75	1.00

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

TOP 10 stocks in 2015

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table