TOP 10 stocks in 2015

Asset Allocation

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

Benchmark Against

Benchmark

S&P 500 Index

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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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Returns By Period

As of Jun 6, 2026, the TOP 10 stocks in 2015 returned 6.65% Year-To-Date and 19.74% of annualized return in the last 10 years.

Position	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.30%	0.09%	8.18%	8.17%	23.42%	19.88%	11.91%	13.45%
Portfolio TOP 10 stocks in 2015	-0.72%	1.16%	6.65%	8.16%	33.15%	29.46%	21.70%	19.74%
Portfolio components:
AAPL Apple Inc	-1.89%	2.90%	11.12%	8.71%	48.46%	19.11%	19.46%	29.63%
BRK-B Berkshire Hathaway Inc.	-0.23%	2.32%	-3.11%	-2.06%	-1.32%	13.25%	11.03%	13.14%
GE General Electric Company	-1.82%	8.38%	4.70%	12.43%	26.65%	56.82%	36.95%	9.67%
GOOG Alphabet Inc	-1.20%	-8.98%	15.25%	15.01%	107.32%	43.67%	23.94%	26.05%
JNJ Johnson & Johnson	-0.26%	5.50%	13.43%	16.43%	53.49%	16.56%	10.04%	10.06%
JPM JPMorgan Chase & Co.	-0.40%	2.98%	-2.52%	-0.35%	19.35%	33.18%	16.72%	20.32%
MSFT Microsoft Corporation	-1.18%	-0.60%	-14.48%	-15.77%	-11.77%	8.85%	11.09%	24.64%
WFC Wells Fargo & Company	-1.20%	7.03%	-12.21%	-9.15%	8.39%	27.47%	14.74%	8.26%
WMT Walmart Inc.	0.80%	-8.13%	7.98%	6.15%	23.97%	34.37%	22.47%	19.62%
XOM Exxon Mobil Corporation	1.22%	5.68%	27.80%	32.61%	50.17%	16.03%	23.83%	10.04%

*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 +1.44%. At this rate, an investment would double in approximately 4.0 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%	5.41%	0.91%	0.01%							6.65%
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 6.03%, beta of 0.93, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since April 04, 2014.

This portfolio captured 108.08% of S&P 500 Index gains but only 81.48% of its losses - a favorable profile for investors.
This portfolio generated an annualized alpha of 6.03% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
With beta of 0.93 and R2 of 0.86, 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: 6.03%

Beta: 0.93

R²: 0.86

Upside Capture: 108.08%

Downside Capture: 81.48%

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 90 for risk / return — in the top 90% 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

The table below presents risk-adjusted performance metrics for TOP 10 stocks in 2015 and compares them with S&P 500 Index.

	Portfolio	Benchmark	Difference
Sharpe ratioReturn per unit of total volatility	3.29	1.94	+1.35
Sortino ratioReturn per unit of downside risk	4.84	2.63	+2.22
Omega ratioGain probability vs. loss probability	1.59	1.35	+0.24
Calmar ratioReturn relative to maximum drawdown	4.76	2.59	+2.18
Martin ratioReturn relative to average drawdown	18.15	11.84	+6.31
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.

Position	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AAPL Apple Inc	88	2.18	3.09	1.39	3.53	8.89
BRK-B Berkshire Hathaway Inc.	35	-0.09	-0.03	1.00	-0.14	-0.30
GE General Electric Company	66	0.85	1.32	1.17	1.28	3.45
GOOG Alphabet Inc	96	3.76	5.15	1.61	5.20	18.68
JNJ Johnson & Johnson	95	3.19	4.65	1.57	4.91	14.52
JPM JPMorgan Chase & Co.	66	0.90	1.30	1.17	1.26	2.98
MSFT Microsoft Corporation	24	-0.47	-0.49	0.94	-0.35	-0.73
WFC Wells Fargo & Company	50	0.32	0.60	1.08	0.37	0.84
WMT Walmart Inc.	71	1.02	1.54	1.20	1.53	5.02
XOM Exxon Mobil Corporation	86	2.07	2.63	1.34	3.21	8.97

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 Jun 6, 2026 (values are recalculated daily):

1-Year: 3.29
5-Year: 1.40
10-Year: 1.10
All Time: 1.00

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 1.64 to 2.53, 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 1.19% dividend yield over the last twelve months.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.19%	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	0.35%	0.38%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%
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%
GE General Electric Company	0.48%	0.47%	0.67%	0.25%	0.38%	0.34%	0.37%	4.12%	4.89%	4.81%	2.94%	2.95%
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%
JNJ Johnson & Johnson	2.26%	2.48%	3.40%	3.00%	2.52%	2.45%	2.53%	2.57%	2.74%	2.38%	2.73%	2.87%
JPM JPMorgan Chase & Co.	1.90%	1.72%	1.92%	2.38%	2.98%	2.34%	2.83%	2.37%	2.54%	1.91%	2.13%	2.54%
MSFT Microsoft Corporation	0.86%	0.70%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%
WFC Wells Fargo & Company	2.22%	1.82%	2.14%	2.64%	2.66%	1.25%	4.04%	3.57%	3.56%	2.54%	2.75%	2.71%
WMT Walmart Inc.	0.81%	0.84%	0.92%	1.45%	1.58%	1.52%	1.50%	1.78%	2.23%	2.07%	2.89%	3.20%
XOM Exxon Mobil Corporation	2.69%	3.32%	3.57%	3.68%	3.22%	5.70%	8.44%	4.92%	4.74%	3.66%	3.30%	3.69%

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 0.13%.

Related event	Drawdown	Fall	Recovery	Underwater
COVID crash2020	-33.52%Mar 2020	1mo 9d	7mo 28d	9mo 7dFeb 2020 - Nov 2020
Rate-hike selloffLate 2018	-21.80%Dec 2018	2mo 15d	6mo 11d	8mo 26dOct 2018 - Jul 2019
Bear market2022	-19.73%Sep 2022	6mo 3d	6mo 15d	1y 13dMar 2022 - Apr 2023
2025 selloff2025	-16.19%Apr 2025	1mo 17d	1mo 29d	3mo 16dFeb 2025 - Jun 2025
2015 correction2015	-13.61%Aug 2015	1mo 6d	2mo 10d	3mo 16dJul 2015 - Nov 2015

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. Your capital is spread almost evenly across your holdings, indicating a well-balanced allocation. Note that true diversification also depends on the correlations between assets — check the diversification ratio below.

Diversification Ratio

	1Y	3Y	5Y	10Y	All Time
Diversification Ratio	2.32	1.80	1.62	1.47	1.46

The portfolio has a diversification ratio of 1.46, in line with the typical range across portfolios. There's room to improve by adding less correlated assets.

TOP 10 stocks in 2015 correlation to the S&P 500 Index

TOP 10 stocks in 2015 has a 0.66 correlation to S&P 500 Index over the trailing 12 months. This section compares each holding's correlation to the benchmark and to the portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.66
Correlation (3Y) Calculated over the trailing 3-year period	0.76
Correlation (5Y) Calculated over the trailing 5-year period	0.84
Correlation (10Y) Calculated over the trailing 10-year period	0.85
Correlation (All Time) Calculated using the full available price history since Apr 4, 2014	0.87

Benchmark Correlations

Correlation vs. S&P 500 Index. MSFT has the highest benchmark correlation at 0.72, while WMT has the lowest at 0.37.

WMT

0.37

JNJ

0.39

XOM

0.41

0.52

0.57

0.64

0.65

0.67

0.69

0.72

Portfolio Correlations

Correlation vs. TOP 10 stocks in 2015. JPM has the highest portfolio correlation at 0.75, while WMT has the lowest at 0.44.

0.44

0.44

0.54

0.63

0.63

0.64

0.65

0.71

0.75

0.75

Asset Correlations Table

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

	WMT	JNJ	XOM	GE	AAPL	GOOG	MSFT	WFC	JPM	BRK-B
WMT	1.00	0.32	0.18	0.21	0.25	0.24	0.27	0.20	0.23	0.36
JNJ	0.32	1.00	0.24	0.18	0.24	0.24	0.24	0.25	0.28	0.44
XOM	0.18	0.24	1.00	0.35	0.22	0.21	0.19	0.40	0.43	0.45
GE	0.21	0.18	0.35	1.00	0.29	0.30	0.28	0.46	0.50	0.44
AAPL	0.25	0.24	0.22	0.29	1.00	0.55	0.57	0.30	0.35	0.39
GOOG	0.24	0.24	0.21	0.30	0.55	1.00	0.64	0.32	0.36	0.37
MSFT	0.27	0.24	0.19	0.28	0.57	0.64	1.00	0.31	0.36	0.39
WFC	0.20	0.25	0.40	0.46	0.30	0.32	0.31	1.00	0.78	0.61
JPM	0.23	0.28	0.43	0.50	0.35	0.36	0.36	0.78	1.00	0.68
BRK-B	0.36	0.44	0.45	0.44	0.39	0.37	0.39	0.61	0.68	1.00

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

Diversification Analysis

Find what TOP 10 stocks in 2015 is missing

See which holdings overlap, where TOP 10 stocks in 2015 is concentrated, and which low-correlation assets could fill the gaps.

Analyze Diversification