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BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


1 position 2.78%35 positions 97.30%CryptocurrencyCryptocurrencyEquityEquity
PositionCategory/SectorTarget Weight
AAPL
Apple Inc
Technology
2.78%
AMAT
Applied Materials, Inc.
Technology
2.78%
AMD
Advanced Micro Devices, Inc.
Technology
2.78%
AMDL
GraniteShares 2x Long AMD Daily ETF
Leveraged Equities, Leveraged
2.78%
ARM
Arm Holdings plc American Depositary Shares
Technology
2.78%
AVGO
Broadcom Inc.
Technology
2.78%
AXP
American Express Company
Financial Services
2.78%
BRK-A
Berkshire Hathaway Inc
Financial Services
2.78%
BRK-B
Berkshire Hathaway Inc.
Financial Services
2.78%
BTC-USD
Bitcoin
2.78%
CELH
Celsius Holdings, Inc.
Consumer Defensive
2.78%
CMG
Chipotle Mexican Grill, Inc.
Consumer Cyclical
2.78%
COKE
Coca-Cola Consolidated, Inc.
Consumer Defensive
2.78%
GOOG
Alphabet Inc
Communication Services
2.78%
KLAC
KLA Corporation
Technology
2.78%
LLY
Eli Lilly and Company
Healthcare
2.78%
MA
Mastercard Inc
Financial Services
2.78%
MAGS
Roundhill Magnificent Seven ETF
Technology Equities
2.78%
MAGX
Roundhill Daily 2X Long Magnificent Seven ETF
Leveraged Equities, Leveraged
2.78%
META
Meta Platforms, Inc.
Communication Services
2.78%
MSFT
Microsoft Corporation
Technology
2.78%
MU
Micron Technology, Inc.
Technology
2.78%
NFLX
Netflix, Inc.
Communication Services
2.78%
NOW
ServiceNow, Inc
Technology
2.78%
NVDA
NVIDIA Corporation
Technology
2.78%
NVDL
GraniteShares 2x Long NVDA Daily ETF
Leveraged Equities
2.78%
NVDX
T-REX 2X Long NVIDIA Daily Target ETF
Leveraged Equities
2.78%
PANW
Palo Alto Networks, Inc.
Technology
2.78%
PLTR
Palantir Technologies Inc.
Technology
2.78%
QCOM
QUALCOMM Incorporated
Technology
2.78%
SMCI
Super Micro Computer, Inc.
Technology
2.78%
SMH
VanEck Semiconductor ETF
Semiconductors, Technology Equities
2.78%
TSM
Taiwan Semiconductor Manufacturing Company Limited
Technology
2.78%
USD
ProShares Ultra Semiconductors
Leveraged Equities, Semiconductors
2.78%
VGT
Vanguard Information Technology ETF
Technology Equities
2.78%
VOO
Vanguard S&P 500 ETF
S&P 500
2.78%

S&P 500 Index

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM, 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 Mar 18, 2024, corresponding to the inception date of AMDL

Returns By Period


1D1MYTD6M1Y3Y*5Y*10Y*
Benchmark
S&P 500 Index
0.11%-3.43%-3.84%-1.98%16.08%16.86%10.37%12.29%
Portfolio
BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM
0.26%-2.83%-5.38%-3.71%42.19%
MSFT
Microsoft Corporation
1.11%-7.54%-22.60%-27.29%-1.52%10.00%9.94%22.58%
GOOG
Alphabet Inc
-0.15%-2.93%-6.10%19.65%86.00%41.44%22.67%23.06%
META
Meta Platforms, Inc.
-0.82%-12.23%-12.90%-20.86%-1.31%39.54%14.16%17.80%
TSM
Taiwan Semiconductor Manufacturing Company Limited
-0.72%-3.72%11.88%18.31%101.39%56.27%24.16%32.63%
COKE
Coca-Cola Consolidated, Inc.
-3.14%-4.91%27.21%63.79%40.22%55.04%47.76%28.99%
AAPL
Apple Inc
0.11%-2.97%-5.78%-0.28%14.80%16.04%16.39%26.10%
SMH
VanEck Semiconductor ETF
0.09%0.32%8.94%16.35%83.82%44.85%26.17%31.69%
VGT
Vanguard Information Technology ETF
0.85%-1.42%-5.36%-5.79%29.79%23.50%15.02%21.67%
NVDA
NVIDIA Corporation
0.93%-1.47%-4.88%-6.08%60.69%85.17%66.71%70.07%
AMD
Advanced Micro Devices, Inc.
3.47%13.90%1.56%28.14%111.25%31.09%21.81%54.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 19, 2024, BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM's average daily return is +0.07%, while the average monthly return is +1.91%. At this rate, your investment would double in approximately 3.1 years.

Historically, 62% of months were positive and 38% were negative. The best month was Jun 2025 with a return of +14.5%, while the worst month was Mar 2025 at -7.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.

On a daily basis, BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +15.7%, while the worst single day was Apr 4, 2025 at -7.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.98%-2.59%-6.41%1.77%-5.38%
20251.67%-2.80%-7.72%2.07%11.76%14.49%4.01%0.09%7.55%11.80%-6.32%-0.06%39.57%
20241.41%-5.96%11.18%8.15%-4.83%1.08%2.41%-1.40%6.75%-0.27%18.57%

Benchmark Metrics

BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM has an annualized alpha of 3.76%, beta of 1.74, and R² of 0.81 versus S&P 500 Index. Calculated based on daily prices since March 19, 2024.

  • This portfolio captured 165.82% of S&P 500 Index gains and 113.75% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • This portfolio generated an annualized alpha of 3.76% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
  • Beta of 1.74 means this portfolio moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

Alpha
3.76%
Beta
1.74
0.81
Upside Capture
165.82%
Downside Capture
113.75%

Expense Ratio

BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM has an expense ratio of 0.17%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.


Return for Risk

Risk / Return Rank

BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM ranks 38 for risk / return — below 38% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM Risk / Return Rank: 3838
Overall Rank
BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM Sortino Ratio Rank: 6161
Sortino Ratio Rank
BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM Omega Ratio Rank: 5353
Omega Ratio Rank
BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM Calmar Ratio Rank: 1010
Calmar Ratio Rank
BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM Martin Ratio Rank: 1010
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


PortfolioBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.30

0.88

+0.42

Sortino ratio

Return per unit of downside risk

1.93

1.37

+0.57

Omega ratio

Gain probability vs. loss probability

1.27

1.21

+0.06

Calmar ratio

Return relative to maximum drawdown

0.54

1.39

-0.85

Martin ratio

Return relative to average drawdown

1.40

6.43

-5.04


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

Risk / Return RankSharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
MSFT
Microsoft Corporation
35-0.060.111.01-0.05-0.12
GOOG
Alphabet Inc
942.873.821.474.1415.67
META
Meta Platforms, Inc.
36-0.030.251.03-0.05-0.12
TSM
Taiwan Semiconductor Manufacturing Company Limited
932.643.231.415.7018.99
COKE
Coca-Cola Consolidated, Inc.
711.241.681.231.643.05
AAPL
Apple Inc
550.470.921.130.662.04
SMH
VanEck Semiconductor ETF
942.282.891.415.3418.94
VGT
Vanguard Information Technology ETF
581.101.671.231.885.72
NVDA
NVIDIA Corporation
811.472.171.273.027.54
AMD
Advanced Micro Devices, Inc.
851.732.481.324.028.17

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.

BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

  • 1-Year: 1.30
  • All Time: 0.79

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 1.68, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM 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

BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM provided a 0.60% dividend yield over the last twelve months.


TTM20252024202320222021202020192018201720162015
Portfolio0.60%0.52%0.88%0.74%0.57%0.38%0.49%0.69%0.86%0.65%0.73%0.81%
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%
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%
META
Meta Platforms, Inc.
0.37%0.32%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TSM
Taiwan Semiconductor Manufacturing Company Limited
0.98%1.00%1.18%1.78%2.49%1.57%1.56%3.46%3.64%2.32%2.61%2.54%
COKE
Coca-Cola Consolidated, Inc.
0.51%0.65%1.59%0.54%0.20%0.16%0.38%0.35%0.56%0.46%0.56%0.55%
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%
SMH
VanEck Semiconductor ETF
0.28%0.31%0.44%0.60%1.18%0.51%0.69%1.50%1.88%1.43%0.80%2.14%
VGT
Vanguard Information Technology ETF
0.43%0.40%0.60%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%
NVDA
NVIDIA Corporation
0.02%0.02%0.03%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%
AMD
Advanced Micro Devices, 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%

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 BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM. 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 BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM was 27.77%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The current BEST OF BEST TOP 30 (ALL SECTORS) + WISDOM drawdown is 13.50%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-27.77%Feb 20, 202548Apr 8, 202562Jun 9, 2025110
-20.66%Jul 11, 202428Aug 7, 2024119Dec 4, 2024147
-18.83%Oct 30, 2025152Mar 30, 2026
-12.66%Mar 26, 202425Apr 19, 202426May 15, 202451
-7.49%Jan 23, 20255Jan 27, 202522Feb 18, 202527

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 36 assets, with an effective number of assets of 36.00, 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.

BenchmarkCOKEBRK-ABRK-BLLYMACELHBTC-USDCMGNFLXAAPLNOWPANWAXPGOOGMETASMCIPLTRMUMSFTAMDLAMDQCOMARMAVGOTSMKLACAMATNVDXNVDLNVDAMAGXMAGSUSDSMHVOOVGTPortfolio
Benchmark1.000.180.300.320.330.450.310.400.410.420.550.480.480.600.590.590.490.560.560.650.590.590.660.610.630.620.660.660.640.650.650.810.820.730.781.000.900.86
COKE0.181.000.240.260.090.150.160.050.140.040.150.070.090.130.060.03-0.050.070.040.05-0.01-0.010.080.120.020.030.110.100.030.040.040.060.080.040.040.170.070.08
BRK-A0.300.241.000.920.160.490.090.070.230.130.190.130.130.410.060.03-0.040.07-0.020.10-0.00-0.000.130.01-0.08-0.060.02-0.01-0.10-0.10-0.100.030.04-0.10-0.030.260.050.03
BRK-B0.320.260.921.000.180.500.090.060.220.140.200.150.140.440.070.05-0.050.07-0.010.10-0.01-0.000.150.02-0.05-0.030.040.01-0.09-0.09-0.090.040.06-0.09-0.020.280.060.04
LLY0.330.090.160.181.000.180.080.050.170.080.160.140.230.170.160.180.170.170.170.140.150.150.200.220.160.200.170.180.190.190.190.190.180.190.200.330.220.27
MA0.450.150.490.500.181.000.120.100.340.220.230.300.270.480.180.190.020.210.060.260.060.060.230.110.110.070.160.120.030.020.020.190.180.060.120.400.210.17
CELH0.310.160.090.090.080.121.000.140.180.120.150.160.130.170.140.100.270.150.250.180.270.260.270.250.170.190.310.310.190.190.190.210.200.230.270.280.260.32
BTC-USD0.400.050.070.060.050.100.141.000.100.170.140.200.200.190.230.210.240.260.200.160.280.280.220.220.190.210.250.240.210.210.210.290.290.260.280.340.300.42
CMG0.410.140.230.220.170.340.180.101.000.260.210.280.240.320.150.240.120.250.140.270.140.140.250.210.150.160.200.230.190.190.190.260.270.190.210.350.280.28
NFLX0.420.040.130.140.080.220.120.170.261.000.250.390.320.190.200.320.240.340.160.400.210.210.210.260.310.220.220.210.320.320.320.380.380.300.250.390.370.37
AAPL0.550.150.190.200.160.230.150.140.210.251.000.190.240.290.370.270.220.220.220.330.290.290.330.290.280.260.290.300.270.280.280.500.490.310.350.520.490.40
NOW0.480.070.130.150.140.300.160.200.280.390.191.000.510.340.300.370.180.350.200.480.180.180.290.330.290.240.210.260.300.300.300.410.400.310.300.440.460.38
PANW0.480.090.130.140.230.270.130.200.240.320.240.511.000.250.280.340.260.400.210.440.230.240.240.330.350.260.260.260.300.300.310.380.370.320.330.450.470.41
AXP0.600.130.410.440.170.480.170.190.320.190.290.340.251.000.290.290.180.310.220.280.210.210.380.300.230.260.310.320.210.220.220.370.350.270.330.550.400.38
GOOG0.590.060.060.070.160.180.140.230.150.200.370.300.280.291.000.460.240.290.340.410.380.370.330.360.360.340.380.360.330.330.330.630.640.410.440.530.500.49
META0.590.030.030.050.180.190.100.210.240.320.270.370.340.290.461.000.280.390.320.500.310.310.310.350.420.380.360.360.420.420.420.610.610.440.430.520.500.49
SMCI0.49-0.05-0.04-0.050.170.020.270.240.120.240.220.180.260.180.240.281.000.380.470.340.510.510.380.480.450.490.450.460.480.480.480.420.410.530.560.440.530.60
PLTR0.560.070.070.070.170.210.150.260.250.340.220.350.400.310.290.390.381.000.300.410.380.380.290.380.420.380.370.340.410.420.420.520.520.450.430.540.570.55
MU0.560.04-0.02-0.010.170.060.250.200.140.160.220.200.210.220.340.320.470.301.000.350.480.480.460.520.510.580.580.630.530.530.530.470.470.650.710.500.610.65
MSFT0.650.050.100.100.140.260.180.160.270.400.330.480.440.280.410.500.340.410.351.000.350.350.390.390.510.410.370.370.460.460.470.610.630.500.480.600.620.56
AMDL0.59-0.01-0.00-0.010.150.060.270.280.140.210.290.180.230.210.380.310.510.380.480.351.001.000.460.510.470.530.540.520.510.510.510.490.490.580.650.520.600.66
AMD0.59-0.01-0.00-0.000.150.060.260.280.140.210.290.180.240.210.370.310.510.380.480.351.001.000.470.510.470.530.540.520.510.510.510.490.490.590.660.530.600.66
QCOM0.660.080.130.150.200.230.270.220.250.210.330.290.240.380.330.310.380.290.460.390.460.471.000.550.450.520.630.610.420.420.420.480.490.550.670.590.610.61
ARM0.610.120.010.020.220.110.250.220.210.260.290.330.330.300.360.350.480.380.520.390.510.510.551.000.500.550.530.560.510.510.510.520.530.590.640.560.630.67
AVGO0.630.02-0.08-0.050.160.110.170.190.150.310.280.290.350.230.360.420.450.420.510.510.470.470.450.501.000.610.590.550.580.580.590.540.540.740.710.570.700.67
TSM0.620.03-0.06-0.030.200.070.190.210.160.220.260.240.260.260.340.380.490.380.580.410.530.530.520.550.611.000.640.620.610.610.610.550.560.710.790.580.690.71
KLAC0.660.110.020.040.170.160.310.250.200.220.290.210.260.310.380.360.450.370.580.370.540.540.630.530.590.641.000.840.530.530.530.520.500.690.810.630.700.70
AMAT0.660.10-0.010.010.180.120.310.240.230.210.300.260.260.320.360.360.460.340.630.370.520.520.610.560.550.620.841.000.540.540.540.540.530.670.800.620.700.72
NVDX0.640.03-0.10-0.090.190.030.190.210.190.320.270.300.300.210.330.420.480.410.530.460.510.510.420.510.580.610.530.541.000.990.990.630.640.900.760.590.750.78
NVDL0.650.04-0.10-0.090.190.020.190.210.190.320.280.300.300.220.330.420.480.420.530.460.510.510.420.510.580.610.530.540.991.001.000.650.660.900.760.600.750.78
NVDA0.650.04-0.10-0.090.190.020.190.210.190.320.280.300.310.220.330.420.480.420.530.470.510.510.420.510.590.610.530.540.991.001.000.650.660.900.760.590.750.78
MAGX0.810.060.030.040.190.190.210.290.260.380.500.410.380.370.630.610.420.520.470.610.490.490.480.520.540.550.520.540.630.650.651.000.970.690.670.770.790.77
MAGS0.820.080.040.060.180.180.200.290.270.380.490.400.370.350.640.610.410.520.470.630.490.490.490.530.540.560.500.530.640.660.660.971.000.690.670.760.790.77
USD0.730.04-0.10-0.090.190.060.230.260.190.300.310.310.320.270.410.440.530.450.650.500.580.590.550.590.740.710.690.670.900.900.900.690.691.000.910.670.850.87
SMH0.780.04-0.03-0.020.200.120.270.280.210.250.350.300.330.330.440.430.560.430.710.480.650.660.670.640.710.790.810.800.760.760.760.670.670.911.000.720.860.89
VOO1.000.170.260.280.330.400.280.340.350.390.520.440.450.550.530.520.440.540.500.600.520.530.590.560.570.580.630.620.590.600.590.770.760.670.721.000.860.80
VGT0.900.070.050.060.220.210.260.300.280.370.490.460.470.400.500.500.530.570.610.620.600.600.610.630.700.690.700.700.750.750.750.790.790.850.860.861.000.91
Portfolio0.860.080.030.040.270.170.320.420.280.370.400.380.410.380.490.490.600.550.650.560.660.660.610.670.670.710.700.720.780.780.780.770.770.870.890.800.911.00
The correlation results are calculated based on daily price changes starting from Mar 19, 2024