Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BEST OF BEST TOP 20, 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.
Loading graphics...
The earliest data available for this chart is Jan 4, 2016, corresponding to the inception date of CELH
Returns By Period
As of Apr 2, 2026, the BEST OF BEST TOP 20 returned -8.08% Year-To-Date and 40.25% 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 BEST OF BEST TOP 20 | 0.31% | -5.24% | -8.08% | -10.70% | 26.07% | 40.72% | 28.92% | 40.25% |
| Portfolio components: | ||||||||
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% |
Monthly Returns
Based on dividend-adjusted daily data since Jan 5, 2016, BEST OF BEST TOP 20's average daily return is +0.10%, while the average monthly return is +3.03%. At this rate, your investment would double in approximately 1.9 years.
Historically, 71% of months were positive and 29% were negative. The best month was May 2023 with a return of +19.7%, while the worst month was Apr 2022 at -14.5%. The longest winning streak lasted 21 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BEST OF BEST TOP 20 closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +13.6%, while the worst single day was Mar 16, 2020 at -15.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.34% | -1.36% | -7.57% | 1.16% | -8.08% | ||||||||
| 2025 | 1.60% | -2.24% | -7.13% | 3.11% | 11.14% | 10.94% | 3.90% | 0.88% | 5.70% | 7.46% | -5.77% | -2.11% | 28.78% |
| 2024 | 9.80% | 16.94% | 4.44% | -6.33% | 8.41% | 6.98% | -3.60% | 0.66% | 1.90% | -1.44% | 6.75% | 1.26% | 53.48% |
| 2023 | 13.82% | 2.88% | 12.15% | 0.33% | 19.70% | 7.77% | 4.22% | -0.80% | -6.39% | -0.35% | 13.56% | 8.38% | 101.74% |
| 2022 | -11.26% | -2.77% | 1.15% | -14.54% | 3.41% | -12.07% | 14.28% | -3.51% | -13.27% | 5.59% | 11.47% | -8.20% | -29.92% |
| 2021 | 0.79% | 4.68% | 2.25% | 5.73% | 0.28% | 7.51% | 4.00% | 6.21% | -4.11% | 10.23% | 5.06% | 1.42% | 52.96% |
Benchmark Metrics
BEST OF BEST TOP 20 has an annualized alpha of 20.12%, beta of 1.34, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.
- This portfolio captured 210.69% of S&P 500 Index gains and 101.14% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This portfolio generated an annualized alpha of 20.12% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Alpha
- 20.12%
- Beta
- 1.34
- R²
- 0.78
- Upside Capture
- 210.69%
- Downside Capture
- 101.14%
Expense Ratio
BEST OF BEST TOP 20 has an expense ratio of 0.07%, 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 20 ranks 19 for risk / return — in the bottom 19% of portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.88 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.37 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | 1.39 | -1.54 |
Martin ratioReturn relative to average drawdown | -0.38 | 6.43 | -6.82 |
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 | |
|---|---|---|---|---|---|---|
MSFT Microsoft Corporation | 35 | -0.06 | 0.11 | 1.01 | -0.05 | -0.12 |
GOOG Alphabet Inc | 94 | 2.87 | 3.82 | 1.47 | 4.14 | 15.67 |
META Meta Platforms, Inc. | 36 | -0.03 | 0.25 | 1.03 | -0.05 | -0.12 |
TSM Taiwan Semiconductor Manufacturing Company Limited | 93 | 2.64 | 3.23 | 1.41 | 5.70 | 18.99 |
COKE Coca-Cola Consolidated, Inc. | 71 | 1.24 | 1.68 | 1.23 | 1.64 | 3.05 |
AAPL Apple Inc | 55 | 0.47 | 0.92 | 1.13 | 0.66 | 2.04 |
SMH VanEck Semiconductor ETF | 94 | 2.28 | 2.89 | 1.41 | 5.34 | 18.94 |
VGT Vanguard Information Technology ETF | 58 | 1.10 | 1.67 | 1.23 | 1.88 | 5.72 |
NVDA NVIDIA Corporation | 81 | 1.47 | 2.17 | 1.27 | 3.02 | 7.54 |
AMD Advanced Micro Devices, Inc. | 85 | 1.73 | 2.48 | 1.32 | 4.02 | 8.17 |
Loading graphics...
Dividends
Dividend yield
BEST OF BEST TOP 20 provided a 0.38% dividend yield over the last twelve months.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.38% | 0.35% | 0.48% | 0.49% | 0.62% | 0.40% | 0.51% | 0.74% | 0.86% | 0.65% | 0.71% | 0.79% |
| Portfolio components: | ||||||||||||
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.
Loading graphics...
Worst Drawdowns
The table below displays the maximum drawdowns of the BEST OF BEST TOP 20. 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 20 was 39.15%, occurring on Oct 15, 2022. Recovery took 215 trading sessions.
The current BEST OF BEST TOP 20 drawdown is 16.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.15% | Dec 28, 2021 | 292 | Oct 15, 2022 | 215 | May 18, 2023 | 507 |
| -35.3% | Feb 20, 2020 | 26 | Mar 16, 2020 | 78 | Jun 2, 2020 | 104 |
| -27.76% | Sep 28, 2018 | 89 | Dec 25, 2018 | 86 | Mar 21, 2019 | 175 |
| -25.55% | Feb 20, 2025 | 48 | Apr 8, 2025 | 62 | Jun 9, 2025 | 110 |
| -21.05% | Oct 30, 2025 | 152 | Mar 30, 2026 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading graphics...
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 20 assets, with an effective number of assets of 20.00, 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
| Benchmark | BTC-USD | COKE | CELH | SMCI | PANW | NFLX | MA | AMD | NOW | META | TSM | AAPL | GOOG | AVGO | NVDA | MSFT | SMH | VOO | TQQQ | VGT | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Benchmark | 1.00 | 0.21 | 0.33 | 0.33 | 0.46 | 0.51 | 0.50 | 0.67 | 0.54 | 0.58 | 0.62 | 0.60 | 0.68 | 0.69 | 0.66 | 0.64 | 0.74 | 0.78 | 1.00 | 0.91 | 0.90 | 0.84 |
| BTC-USD | 0.21 | 1.00 | 0.06 | 0.11 | 0.10 | 0.11 | 0.12 | 0.09 | 0.14 | 0.13 | 0.13 | 0.13 | 0.12 | 0.14 | 0.13 | 0.14 | 0.13 | 0.16 | 0.18 | 0.17 | 0.17 | 0.39 |
| COKE | 0.33 | 0.06 | 1.00 | 0.15 | 0.13 | 0.15 | 0.13 | 0.23 | 0.14 | 0.17 | 0.18 | 0.14 | 0.20 | 0.18 | 0.18 | 0.15 | 0.18 | 0.20 | 0.30 | 0.23 | 0.23 | 0.26 |
| CELH | 0.33 | 0.11 | 0.15 | 1.00 | 0.21 | 0.21 | 0.20 | 0.20 | 0.23 | 0.24 | 0.22 | 0.21 | 0.21 | 0.23 | 0.21 | 0.24 | 0.23 | 0.27 | 0.30 | 0.30 | 0.29 | 0.40 |
| SMCI | 0.46 | 0.10 | 0.13 | 0.21 | 1.00 | 0.24 | 0.24 | 0.24 | 0.37 | 0.26 | 0.29 | 0.36 | 0.26 | 0.27 | 0.38 | 0.39 | 0.31 | 0.45 | 0.42 | 0.41 | 0.43 | 0.49 |
| PANW | 0.51 | 0.11 | 0.15 | 0.21 | 0.24 | 1.00 | 0.35 | 0.35 | 0.33 | 0.53 | 0.35 | 0.31 | 0.37 | 0.36 | 0.37 | 0.40 | 0.42 | 0.44 | 0.45 | 0.51 | 0.52 | 0.52 |
| NFLX | 0.50 | 0.12 | 0.13 | 0.20 | 0.24 | 0.35 | 1.00 | 0.35 | 0.36 | 0.46 | 0.46 | 0.32 | 0.40 | 0.40 | 0.37 | 0.42 | 0.45 | 0.41 | 0.45 | 0.54 | 0.49 | 0.53 |
| MA | 0.67 | 0.09 | 0.23 | 0.20 | 0.24 | 0.35 | 0.35 | 1.00 | 0.31 | 0.46 | 0.40 | 0.36 | 0.43 | 0.45 | 0.36 | 0.36 | 0.52 | 0.45 | 0.61 | 0.55 | 0.58 | 0.52 |
| AMD | 0.54 | 0.14 | 0.14 | 0.23 | 0.37 | 0.33 | 0.36 | 0.31 | 1.00 | 0.40 | 0.39 | 0.50 | 0.40 | 0.41 | 0.48 | 0.62 | 0.45 | 0.66 | 0.49 | 0.57 | 0.59 | 0.64 |
| NOW | 0.58 | 0.13 | 0.17 | 0.24 | 0.26 | 0.53 | 0.46 | 0.46 | 0.40 | 1.00 | 0.46 | 0.36 | 0.41 | 0.46 | 0.41 | 0.48 | 0.57 | 0.50 | 0.53 | 0.60 | 0.63 | 0.60 |
| META | 0.62 | 0.13 | 0.18 | 0.22 | 0.29 | 0.35 | 0.46 | 0.40 | 0.39 | 0.46 | 1.00 | 0.40 | 0.44 | 0.58 | 0.44 | 0.47 | 0.54 | 0.50 | 0.56 | 0.65 | 0.59 | 0.59 |
| TSM | 0.60 | 0.13 | 0.14 | 0.21 | 0.36 | 0.31 | 0.32 | 0.36 | 0.50 | 0.36 | 0.40 | 1.00 | 0.44 | 0.43 | 0.57 | 0.57 | 0.47 | 0.75 | 0.56 | 0.61 | 0.64 | 0.62 |
| AAPL | 0.68 | 0.12 | 0.20 | 0.21 | 0.26 | 0.37 | 0.40 | 0.43 | 0.40 | 0.41 | 0.44 | 0.44 | 1.00 | 0.53 | 0.48 | 0.47 | 0.56 | 0.54 | 0.63 | 0.70 | 0.70 | 0.60 |
| GOOG | 0.69 | 0.14 | 0.18 | 0.23 | 0.27 | 0.36 | 0.40 | 0.45 | 0.41 | 0.46 | 0.58 | 0.43 | 0.53 | 1.00 | 0.43 | 0.47 | 0.61 | 0.54 | 0.63 | 0.71 | 0.65 | 0.62 |
| AVGO | 0.66 | 0.13 | 0.18 | 0.21 | 0.38 | 0.37 | 0.37 | 0.36 | 0.48 | 0.41 | 0.44 | 0.57 | 0.48 | 0.43 | 1.00 | 0.57 | 0.52 | 0.74 | 0.60 | 0.67 | 0.69 | 0.66 |
| NVDA | 0.64 | 0.14 | 0.15 | 0.24 | 0.39 | 0.40 | 0.42 | 0.36 | 0.62 | 0.48 | 0.47 | 0.57 | 0.47 | 0.47 | 0.57 | 1.00 | 0.54 | 0.77 | 0.57 | 0.69 | 0.72 | 0.71 |
| MSFT | 0.74 | 0.13 | 0.18 | 0.23 | 0.31 | 0.42 | 0.45 | 0.52 | 0.45 | 0.57 | 0.54 | 0.47 | 0.56 | 0.61 | 0.52 | 0.54 | 1.00 | 0.59 | 0.68 | 0.77 | 0.77 | 0.68 |
| SMH | 0.78 | 0.16 | 0.20 | 0.27 | 0.45 | 0.44 | 0.41 | 0.45 | 0.66 | 0.50 | 0.50 | 0.75 | 0.54 | 0.54 | 0.74 | 0.77 | 0.59 | 1.00 | 0.72 | 0.79 | 0.83 | 0.79 |
| VOO | 1.00 | 0.18 | 0.30 | 0.30 | 0.42 | 0.45 | 0.45 | 0.61 | 0.49 | 0.53 | 0.56 | 0.56 | 0.63 | 0.63 | 0.60 | 0.57 | 0.68 | 0.72 | 1.00 | 0.86 | 0.84 | 0.76 |
| TQQQ | 0.91 | 0.17 | 0.23 | 0.30 | 0.41 | 0.51 | 0.54 | 0.55 | 0.57 | 0.60 | 0.65 | 0.61 | 0.70 | 0.71 | 0.67 | 0.69 | 0.77 | 0.79 | 0.86 | 1.00 | 0.93 | 0.86 |
| VGT | 0.90 | 0.17 | 0.23 | 0.29 | 0.43 | 0.52 | 0.49 | 0.58 | 0.59 | 0.63 | 0.59 | 0.64 | 0.70 | 0.65 | 0.69 | 0.72 | 0.77 | 0.83 | 0.84 | 0.93 | 1.00 | 0.86 |
| Portfolio | 0.84 | 0.39 | 0.26 | 0.40 | 0.49 | 0.52 | 0.53 | 0.52 | 0.64 | 0.60 | 0.59 | 0.62 | 0.60 | 0.62 | 0.66 | 0.71 | 0.68 | 0.79 | 0.76 | 0.86 | 0.86 | 1.00 |