2026 Stock-picked_2

Asset Allocation

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

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 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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Returns By Period

Position	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.50%	0.31%	8.56%	8.85%	24.33%	19.37%	11.84%	13.61%
Portfolio 2026 Stock-picked_2	1.98%	1.86%	19.32%	19.16%	35.70%	—	—	—
Portfolio components:
CVX Chevron Corporation	0.75%	-1.13%	25.18%	27.20%	33.69%	10.25%	16.33%	10.94%
GSK GlaxoSmithKline plc	0.34%	6.78%	9.89%	10.40%	34.50%	19.84%	5.34%	5.35%
JNJ Johnson & Johnson	1.07%	6.86%	17.68%	15.11%	57.15%	17.82%	10.94%	10.46%
MO Altria Group, Inc.	0.74%	-1.57%	26.86%	26.78%	28.74%	25.73%	16.36%	7.93%
NEE NextEra Energy, Inc.	1.36%	-7.22%	8.63%	6.81%	18.32%	8.11%	5.94%	13.51%
NGG National Grid plc	0.39%	4.16%	8.59%	12.09%	17.16%	15.06%	11.19%	7.62%
NVDA NVIDIA Corporation	0.16%	-8.83%	10.16%	17.38%	44.72%	71.13%	63.13%	67.95%
O Realty Income Corporation	1.31%	3.07%	13.70%	11.57%	14.88%	6.59%	3.49%	4.89%
RIO Rio Tinto Group	1.65%	1.60%	35.32%	43.14%	91.24%	24.54%	11.74%	22.54%
RZLV Rezolve AI Ltd	5.93%	5.10%	4.28%	4.28%	32.02%	—	—	—

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

Monthly Returns

Based on dividend-adjusted daily data since Aug 16, 2024, 2026 Stock-picked_2's average daily return is +0.11%, while the average monthly return is +2.14%. At this rate, an investment would double in approximately 2.7 years.

Historically, 70% of months were positive and 30% 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 54% 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%	0.04%	2.04%	-0.85%							19.32%
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								2.38%	3.78%	-4.42%	3.83%	2.24%	7.81%

Benchmark Metrics

2026 Stock-picked_2 has an annualized alpha of 21.26%, beta of 0.48, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since August 16, 2024.

This portfolio captured 65.15% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -82.87%) - a profile typical of hedging or uncorrelated assets.
Beta of 0.48 may look defensive, but with R2 of 0.21 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 0.21 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: 21.26%

Beta: 0.48

R²: 0.21

Upside Capture: 65.15%

Downside Capture: -82.87%

See how alpha, beta & R² have trended over time →

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 66 for risk / return — better than 66% of Portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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 2026 Stock-picked_2 and compares them with S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	Portfolio	Benchmark	Difference
Sharpe ratioReturn per unit of total volatility	2.13	1.86	+0.27
Sortino ratioReturn per unit of downside risk	3.16	2.53	+0.63
Omega ratioGain probability vs. loss probability	1.38	1.34	+0.04
Calmar ratioReturn relative to maximum drawdown	4.91	2.53	+2.38
Martin ratioReturn relative to average drawdown	10.62	11.37	-0.75

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
CVX Chevron Corporation	80	1.57	2.12	1.27	2.48	6.10
GSK GlaxoSmithKline plc	71	1.09	1.66	1.20	1.58	3.92
JNJ Johnson & Johnson	96	3.42	4.94	1.61	5.28	15.52
MO Altria Group, Inc.	74	1.27	1.77	1.24	1.75	4.39
NEE NextEra Energy, Inc.	67	0.84	1.29	1.17	1.37	3.78
NGG National Grid plc	65	0.79	1.13	1.16	1.21	3.27
NVDA NVIDIA Corporation	74	1.20	1.75	1.21	2.07	4.94
O Realty Income Corporation	66	0.88	1.26	1.15	1.29	3.12
RIO Rio Tinto Group	94	3.05	3.57	1.46	5.89	21.91
RZLV Rezolve AI Ltd	54	0.22	1.30	1.14	0.35	0.49

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. Learn how to interpret the Sharpe ratio.

The current 2026 Stock-picked_2 Sharpe ratio is 2.13 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.54 to 2.41, 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 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 4.12% dividend yield over the last twelve months.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	4.12%	4.80%	5.03%	5.09%	4.89%	3.95%	3.67%	3.40%	3.60%	3.56%	3.40%	3.86%
Portfolio components:
CVX Chevron Corporation	3.73%	4.49%	4.50%	4.05%	3.16%	4.52%	6.11%	3.95%	4.12%	3.45%	3.64%	4.76%
GSK GlaxoSmithKline plc	3.26%	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	2.18%	2.48%	3.40%	3.00%	2.52%	2.45%	2.53%	2.57%	2.74%	2.38%	2.73%	2.87%
MO Altria Group, Inc.	5.84%	7.21%	7.65%	9.52%	8.05%	7.43%	8.29%	6.57%	6.07%	3.56%	3.48%	3.73%
NEE NextEra Energy, Inc.	2.77%	2.82%	2.87%	3.08%	2.03%	1.65%	1.81%	2.06%	2.55%	2.52%	2.91%	2.96%
NGG National Grid plc	3.96%	4.03%	11.81%	5.20%	5.18%	4.75%	5.32%	4.94%	6.51%	14.95%	5.07%	4.73%
NVDA NVIDIA Corporation	0.14%	0.02%	0.03%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.29%	0.45%	1.20%
O Realty Income Corporation	5.16%	6.19%	5.37%	5.33%	4.68%	3.87%	4.51%	3.69%	4.19%	4.45%	4.18%	4.41%
RIO Rio Tinto Group	3.82%	4.66%	7.40%	5.40%	10.48%	10.23%	5.13%	7.68%	6.32%	4.47%	3.93%	7.58%
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%

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 1.58%.

Related event	Drawdown	Fall	Recovery	Underwater
2025 selloff2025	-10.16%Apr 2025	29d	20d	1mo 19dMar 2025 - Apr 2025
2025 pullback2025	-7.08%Nov 2025	1mo 15d	2mo 11d	3mo 26dOct 2025 - Jan 2026
2024 pullback2024	-6.95%Nov 2024	1mo 5d	1mo 23d	2mo 28dSep 2024 - Dec 2024
2026 pullback2026	-6.49%Apr 2026	1mo 9d	1mo 13d	2mo 22dMar 2026 - May 2026
2025 pullback2025	-5.86%Jan 2025	7d	1mo 7d	1mo 14dJan 2025 - Feb 2025

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. Your portfolio is dominated by one or two holdings, which significantly increases concentration risk. Consider rebalancing toward more even weights or adding additional positions.

Diversification Ratio

	1Y	All Time
Diversification Ratio	1.99	2.05

The portfolio has a diversification ratio of 2.05, placing it in the top 5% across portfolios — assets in this portfolio move largely independently, providing strong diversification benefit.

2026 Stock-picked_2 correlation to the S&P 500 Index

2026 Stock-picked_2 has a 0.34 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	0.34
Correlation (All Time) Calculated using the full available price history since Aug 16, 2024	0.39

Benchmark Correlations

Correlation vs. S&P 500 Index. NVDA has the highest benchmark correlation at 0.65, while MO has the lowest at -0.14.

-0.14

-0.06

JNJ

0.02

XOM

0.03

CVX

0.04

0.06

0.10

0.13

0.19

0.32

0.35

0.42

0.59

0.61

0.65

Portfolio Correlations

Correlation vs. 2026 Stock-picked_2. VZ has the highest portfolio correlation at 0.65, while NVDA has the lowest at 0.16.

NVDA

0.16

XOM

0.18

0.19

0.23

0.24

0.24

0.25

0.28

0.32

0.34

0.34

0.35

TSLA

0.36

RZLV

0.44

0.65

Asset Correlations Table

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

	XOM	CVX	RZLV	SES	GSK	NGG	TSLA	NEE	RIO	MO	O	JNJ	TSM	NVDA	VZ
XOM	1.00	0.81	-0.04	-0.01	-0.00	0.03	0.00	0.18	0.16	0.20	0.15	0.12	-0.04	-0.03	0.12
CVX	0.81	1.00	-0.00	-0.03	-0.02	-0.01	0.02	0.18	0.15	0.17	0.16	0.11	-0.04	-0.02	0.17
RZLV	-0.04	-0.00	1.00	0.37	-0.04	-0.05	0.25	-0.04	0.16	-0.15	-0.05	-0.06	0.29	0.26	-0.09
SES	-0.01	-0.03	0.37	1.00	-0.01	0.05	0.30	0.11	0.21	-0.12	0.02	-0.09	0.33	0.25	-0.14
GSK	-0.00	-0.02	-0.04	-0.01	1.00	0.40	-0.00	0.22	0.26	0.20	0.33	0.51	0.08	-0.03	0.26
NGG	0.03	-0.01	-0.05	0.05	0.40	1.00	-0.02	0.37	0.23	0.26	0.48	0.39	0.01	-0.06	0.28
TSLA	0.00	0.02	0.25	0.30	-0.00	-0.02	1.00	0.08	0.29	-0.14	0.02	-0.09	0.39	0.40	-0.11
NEE	0.18	0.18	-0.04	0.11	0.22	0.37	0.08	1.00	0.16	0.33	0.44	0.37	0.06	-0.06	0.32
RIO	0.16	0.15	0.16	0.21	0.26	0.23	0.29	0.16	1.00	-0.07	0.15	0.15	0.32	0.26	0.08
MO	0.20	0.17	-0.15	-0.12	0.20	0.26	-0.14	0.33	-0.07	1.00	0.36	0.38	-0.27	-0.27	0.38
O	0.15	0.16	-0.05	0.02	0.33	0.48	0.02	0.44	0.15	0.36	1.00	0.46	-0.11	-0.18	0.46
JNJ	0.12	0.11	-0.06	-0.09	0.51	0.39	-0.09	0.37	0.15	0.38	0.46	1.00	-0.13	-0.22	0.40
TSM	-0.04	-0.04	0.29	0.33	0.08	0.01	0.39	0.06	0.32	-0.27	-0.11	-0.13	1.00	0.65	-0.23
NVDA	-0.03	-0.02	0.26	0.25	-0.03	-0.06	0.40	-0.06	0.26	-0.27	-0.18	-0.22	0.65	1.00	-0.27
VZ	0.12	0.17	-0.09	-0.14	0.26	0.28	-0.11	0.32	0.08	0.38	0.46	0.40	-0.23	-0.27	1.00

The correlation results are calculated based on daily price changes starting from Aug 16, 2024

Diversification Analysis

Find what 2026 Stock-picked_2 is missing

See which holdings overlap, where 2026 Stock-picked_2 is concentrated, and which low-correlation assets could fill the gaps.

Analyze Diversification