2026 Stock-picked_2

Asset Allocation

Position	Category/Sector	Target Weight
CVX Chevron Corporation	Energy	5.26%
GSK GlaxoSmithKline plc	Healthcare	2.16%
JNJ Johnson & Johnson	Healthcare	2.95%
MO Altria Group, Inc.	Consumer Defensive	3.11%
NEE NextEra Energy, Inc.	Utilities	1.39%
NGG National Grid plc	Utilities	1.29%
NVDA NVIDIA Corporation	Technology	2.96%
O Realty Income Corporation	Real Estate	0.99%
RIO Rio Tinto Group	Basic Materials	2.07%
RZLV Rezolve AI Ltd	Technology	4.54%
SES SES AI Corp	Consumer Cyclical	2.58%
TSLA Tesla, Inc.	Consumer Cyclical	6.57%
TSM Taiwan Semiconductor Manufacturing Company Limited	Technology	4.96%
VZ Verizon Communications Inc.	Communication Services	57.25%
XOM Exxon Mobil Corporation	Energy	1.92%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in 2026 Stock-picked_2, 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 Aug 16, 2024, corresponding to the inception date of RZLV

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-2.33%	-3.84%	-1.98%	29.73%	16.86%	10.37%	12.29%
Portfolio 2026 Stock-picked_2	-0.20%	-0.93%	17.74%	11.38%	51.25%	—	—	—
Portfolio components:
TSM Taiwan Semiconductor Manufacturing Company Limited	-0.72%	0.33%	11.88%	16.66%	133.75%	56.27%	24.16%	32.63%
GSK GlaxoSmithKline plc	1.25%	4.00%	16.53%	32.98%	61.39%	21.09%	9.33%	5.86%
JNJ Johnson & Johnson	-0.44%	1.10%	18.06%	30.35%	63.02%	19.22%	11.44%	11.41%
RIO Rio Tinto Group	-0.38%	4.70%	21.32%	46.86%	81.90%	18.61%	11.87%	21.01%
NGG National Grid plc	1.32%	-2.08%	13.76%	21.54%	39.31%	17.21%	15.12%	8.13%
SES SES AI Corp	4.75%	-11.92%	-44.71%	-51.68%	90.02%	-30.07%	-36.94%	—
NVDA NVIDIA Corporation	0.93%	-0.24%	-4.88%	-5.44%	88.14%	85.17%	66.71%	70.07%
RZLV Rezolve AI Ltd	-0.64%	13.92%	21.01%	-54.20%	141.09%	—	—	—
XOM Exxon Mobil Corporation	-0.06%	6.27%	34.42%	44.07%	59.30%	15.29%	27.66%	11.56%
MO Altria Group, Inc.	0.43%	0.53%	15.96%	3.58%	25.53%	22.72%	13.73%	7.41%

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

Monthly Returns

Based on dividend-adjusted daily data since Aug 19, 2024, 2026 Stock-picked_2's average daily return is +0.12%, while the average monthly return is +2.23%. At this rate, your investment would double in approximately 2.6 years.

Historically, 67% of months were positive and 33% were negative. The best month was Jan 2026 with a return of +9.5%, while the worst month was Oct 2024 at -4.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, 2026 Stock-picked_2 closed higher 55% of trading days. The best single day was Jan 30, 2026 with a return of +6.0%, while the worst single day was Apr 4, 2025 at -6.2%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	9.45%	8.56%	-0.79%	-0.13%									17.74%
2025	-1.70%	3.23%	1.89%	4.14%	2.14%	3.15%	2.38%	4.21%	7.07%	-3.20%	-0.25%	-0.19%	24.88%
2024								1.58%	3.70%	-4.42%	3.83%	2.24%	6.88%

Benchmark Metrics

2026 Stock-picked_2 has an annualized alpha of 26.73%, beta of 0.49, and R² of 0.22 versus S&P 500 Index. Calculated based on daily prices since August 19, 2024.

This portfolio captured 88.03% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -99.97%) — a profile typical of hedging or uncorrelated assets.
Beta of 0.49 may look defensive, but with R² of 0.22 this portfolio is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
R² of 0.22 means this portfolio moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha: 26.73%

Beta: 0.49

R²: 0.22

Upside Capture: 88.03%

Downside Capture: -99.97%

Expense Ratio

2026 Stock-picked_2 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

2026 Stock-picked_2 ranks 91 for risk / return — in the top 91% 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	2.26	0.88	+1.38
Sortino ratio Return per unit of downside risk	3.12	1.37	+1.75
Omega ratio Gain probability vs. loss probability	1.41	1.21	+0.21
Calmar ratio Return relative to maximum drawdown	4.51	1.39	+3.12
Martin ratio Return relative to average drawdown	13.14	6.43	+6.71
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
TSM Taiwan Semiconductor Manufacturing Company Limited	93	2.64	3.23	1.41	5.70	18.99
GSK GlaxoSmithKline plc	87	2.01	2.61	1.34	3.76	8.71
JNJ Johnson & Johnson	97	3.51	4.77	1.64	7.48	25.03
RIO Rio Tinto Group	91	2.36	2.93	1.39	4.29	14.31
NGG National Grid plc	85	1.76	2.25	1.33	3.10	10.09
SES SES AI Corp	65	0.70	1.65	1.21	1.10	2.37
NVDA NVIDIA Corporation	81	1.47	2.17	1.27	3.02	7.54
RZLV Rezolve AI Ltd	73	1.00	2.23	1.24	1.93	3.26
XOM Exxon Mobil Corporation	80	1.58	2.06	1.28	2.51	6.57
MO Altria Group, Inc.	68	1.12	1.53	1.22	1.20	3.11

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.

2026 Stock-picked_2 Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

1-Year: 2.26
All Time: 1.84

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 0.99 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 2026 Stock-picked_2 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

2026 Stock-picked_2 provided a 4.00% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	4.00%	4.80%	5.03%	5.09%	4.89%	3.95%	3.67%	3.40%	3.60%	3.56%	3.40%	3.86%
Portfolio components:
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%
GSK GlaxoSmithKline plc	3.10%	3.42%	4.60%	3.75%	5.47%	4.99%	5.59%	4.35%	5.65%	5.83%	6.86%	5.93%
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%
RIO Rio Tinto Group	4.26%	4.66%	7.40%	5.40%	10.48%	10.23%	5.13%	7.68%	6.32%	4.47%	3.93%	7.58%
NGG National Grid plc	3.55%	4.03%	11.81%	5.20%	5.18%	4.75%	5.32%	4.94%	6.51%	14.95%	5.07%	4.73%
SES SES AI Corp	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
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%
RZLV Rezolve AI Ltd	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
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%
MO Altria Group, Inc.	6.39%	7.21%	7.65%	9.52%	8.05%	7.43%	8.29%	6.57%	6.07%	3.56%	3.48%	3.73%

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 2026 Stock-picked_2. 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 2026 Stock-picked_2 was 10.16%, occurring on Apr 8, 2025. Recovery took 13 trading sessions.

The current 2026 Stock-picked_2 drawdown is 2.36%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-10.16%	Mar 10, 2025	22	Apr 8, 2025	13	Apr 28, 2025	35
-7.08%	Oct 6, 2025	34	Nov 20, 2025	47	Jan 30, 2026	81
-6.95%	Sep 30, 2024	26	Nov 4, 2024	37	Dec 27, 2024	63
-5.86%	Jan 6, 2025	5	Jan 13, 2025	25	Feb 19, 2025	30
-4.45%	May 19, 2025	23	Jun 20, 2025	2	Jun 24, 2025	25

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 15 assets, with an effective number of assets of 2.90, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.

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	CVX	XOM	RZLV	SES	GSK	NGG	TSLA	NEE	MO	RIO	NVDA	TSM	JNJ	O	VZ	Portfolio
Benchmark	1.00	0.12	0.09	0.31	0.34	0.20	0.08	0.59	0.16	-0.10	0.39	0.66	0.61	0.03	0.07	-0.04	0.41
CVX	0.12	1.00	0.80	0.01	-0.01	0.01	0.02	0.07	0.20	0.14	0.21	0.03	0.01	0.12	0.19	0.17	0.26
XOM	0.09	0.80	1.00	-0.02	0.01	0.04	0.08	0.05	0.21	0.16	0.23	0.01	0.01	0.13	0.19	0.14	0.21
RZLV	0.31	0.01	-0.02	1.00	0.37	-0.03	-0.05	0.24	-0.03	-0.14	0.14	0.28	0.31	-0.05	-0.04	-0.11	0.44
SES	0.34	-0.01	0.01	0.37	1.00	-0.02	0.04	0.29	0.11	-0.13	0.19	0.25	0.31	-0.11	0.03	-0.14	0.34
GSK	0.20	0.01	0.04	-0.03	-0.02	1.00	0.38	-0.00	0.20	0.20	0.29	-0.03	0.09	0.49	0.32	0.27	0.26
NGG	0.08	0.02	0.08	-0.05	0.04	0.38	1.00	-0.02	0.35	0.26	0.21	-0.07	-0.02	0.37	0.47	0.27	0.22
TSLA	0.59	0.07	0.05	0.24	0.29	-0.00	-0.02	1.00	0.10	-0.10	0.27	0.40	0.39	-0.08	0.04	-0.10	0.36
NEE	0.16	0.20	0.21	-0.03	0.11	0.20	0.35	0.10	1.00	0.31	0.17	-0.05	0.09	0.35	0.41	0.30	0.33
MO	-0.10	0.14	0.16	-0.14	-0.13	0.20	0.26	-0.10	0.31	1.00	-0.04	-0.24	-0.25	0.36	0.36	0.40	0.21
RIO	0.39	0.21	0.23	0.14	0.19	0.29	0.21	0.27	0.17	-0.04	1.00	0.24	0.30	0.18	0.16	0.08	0.31
NVDA	0.66	0.03	0.01	0.28	0.25	-0.03	-0.07	0.40	-0.05	-0.24	0.24	1.00	0.66	-0.22	-0.17	-0.27	0.17
TSM	0.61	0.01	0.01	0.31	0.31	0.09	-0.02	0.39	0.09	-0.25	0.30	0.66	1.00	-0.13	-0.11	-0.23	0.25
JNJ	0.03	0.12	0.13	-0.05	-0.11	0.49	0.37	-0.08	0.35	0.36	0.18	-0.22	-0.13	1.00	0.46	0.41	0.29
O	0.07	0.19	0.19	-0.04	0.03	0.32	0.47	0.04	0.41	0.36	0.16	-0.17	-0.11	0.46	1.00	0.45	0.35
VZ	-0.04	0.17	0.14	-0.11	-0.14	0.27	0.27	-0.10	0.30	0.40	0.08	-0.27	-0.23	0.41	0.45	1.00	0.63
Portfolio	0.41	0.26	0.21	0.44	0.34	0.26	0.22	0.36	0.33	0.21	0.31	0.17	0.25	0.29	0.35	0.63	1.00

The correlation results are calculated based on daily price changes starting from Aug 19, 2024

2026 Stock-picked_2

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