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BEST OF BEST TOP 20
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

BEST OF BEST TOP 20

Currency in USD · Last updated May 22, 2025

TOP 20 STOCKS EVER, LAST 10 YRS PROVEN RECORDS WITH ABOVE 20% ANNUM

Asset Allocation

BTC-USD 5%MSFT 5%GOOG 5%META 5%TSM 5%COKE 5%AAPL 5%SMH 5%VGT 5%NVDA 5%AMD 5%VOO 5%MA 5%NFLX 5%NOW 5%PANW 5%CELH 5%SMCI 5%AVGO 5%TQQQ 5%CryptocurrencyCryptocurrencyEquityEquity
PositionCategory/SectorTarget Weight
AAPL
Apple Inc		Technology
5%
AMD
Advanced Micro Devices, Inc.		Technology
5%
AVGO
Broadcom Inc.		Technology
5%
BTC-USD
Bitcoin
5%
CELH
Celsius Holdings, Inc.		Consumer Defensive
5%
COKE
Coca-Cola Consolidated, Inc.		Consumer Defensive
5%
GOOG
Alphabet Inc		Communication Services
5%
MA
Mastercard Inc		Financial Services
5%
META
Meta Platforms, Inc.		Communication Services
5%
MSFT
Microsoft Corporation		Technology
5%
NFLX
Netflix, Inc.		Communication Services
5%
NOW
ServiceNow, Inc.		Technology
5%
NVDA
NVIDIA Corporation		Technology
5%
PANW
Palo Alto Networks, Inc.		Technology
5%
SMCI
Super Micro Computer, Inc.		Technology
5%
SMH
VanEck Vectors Semiconductor ETF		Technology Equities
5%
TQQQ
ProShares UltraPro QQQ		Leveraged Equities, Leveraged
5%
TSM
Taiwan Semiconductor Manufacturing Company Limited		Technology
5%
VGT
Vanguard Information Technology ETF		Technology Equities
5%
VOO
Vanguard S&P 500 ETF		Large Cap Growth Equities
5%

S&P 500

Performance

Performance Chart

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The earliest data available for this chart is Apr 3, 2014, corresponding to the inception date of GOOG

Returns By Period

As of May 22, 2025, the BEST OF BEST TOP 20 returned 4.43% Year-To-Date and 40.76% of annualized return in the last 10 years.

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		-0.63%13.31%-1.23%9.83%14.61%10.64%
BEST OF BEST TOP 204.43%22.33%7.48%14.36%42.68%40.76%
Portfolio components:
MSFT
Microsoft Corporation		7.78%26.25%9.56%6.29%20.82%27.25%
GOOG
Alphabet Inc		-10.60%13.48%-3.88%-4.83%19.36%20.26%
META
Meta Platforms, Inc.		8.63%31.12%12.57%37.27%22.14%23.00%
TSM
Taiwan Semiconductor Manufacturing Company Limited		-2.53%29.69%2.52%26.52%33.36%26.26%
COKE
Coca-Cola Consolidated, Inc.		-9.35%-16.43%-7.74%16.69%38.07%26.84%
AAPL
Apple Inc		-19.10%4.76%-11.54%5.56%21.13%21.14%
SMH
VanEck Vectors Semiconductor ETF		-0.29%28.56%0.00%3.35%29.35%25.04%
VGT
Vanguard Information Technology ETF		-3.19%22.25%-1.66%11.97%19.45%19.64%
NVDA
NVIDIA Corporation		-1.85%36.00%-9.64%38.22%71.08%74.45%
AMD
Advanced Micro Devices, Inc.		-7.23%30.97%-18.56%-31.94%15.23%47.62%
VOO
Vanguard S&P 500 ETF		-0.22%13.42%-0.65%11.15%16.32%12.59%
MA
Mastercard Inc		8.50%11.82%11.47%24.79%14.71%20.64%
NFLX
Netflix, Inc.		34.03%20.92%35.16%83.62%22.71%29.68%
NOW
ServiceNow, Inc.		-4.28%34.23%-0.80%30.59%21.20%29.12%
PANW
Palo Alto Networks, Inc.		-0.38%13.25%-7.73%16.32%35.52%20.91%
CELH
Celsius Holdings, Inc.		38.88%1.36%32.01%-61.88%64.94%45.45%
SMCI
Super Micro Computer, Inc.		36.65%41.14%61.43%-53.67%75.95%28.63%
BTC-USD
Bitcoin		14.30%22.02%13.20%52.26%63.35%83.93%
AVGO
Broadcom Inc.		-0.61%38.22%41.53%66.19%56.65%36.47%
TQQQ
ProShares UltraPro QQQ		-13.89%62.30%-11.44%6.63%28.96%30.72%
*Annualized

Monthly Returns

The table below presents the monthly returns of BEST OF BEST TOP 20, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.59%-2.24%-7.13%3.11%9.80%4.43%
20249.80%16.94%4.44%-6.33%8.41%6.98%-3.60%0.66%1.90%-1.44%6.75%1.27%53.49%
202313.82%2.88%12.14%0.34%19.69%7.77%4.22%-0.80%-6.39%-0.35%13.55%8.38%101.73%
2022-11.27%-2.77%1.15%-14.53%3.40%-12.12%14.35%-3.52%-13.26%5.59%11.46%-8.20%-29.93%
20210.78%4.67%2.29%5.72%0.30%7.50%4.02%6.19%-4.12%10.23%5.07%1.43%53.02%
20205.39%-6.19%-12.03%17.48%12.36%6.99%13.17%12.76%-4.64%-3.09%18.54%12.68%93.47%
201913.19%5.87%7.01%8.16%-6.46%10.99%2.76%-2.43%-1.25%6.45%6.65%5.20%70.26%
201810.20%-1.77%-5.74%3.07%6.47%0.06%2.82%8.75%1.56%-13.71%-1.78%-7.68%-0.45%
20177.82%5.34%1.68%2.77%10.61%0.41%6.44%5.75%0.67%7.31%4.07%3.31%72.30%
2016-7.34%-0.53%9.84%-1.97%6.08%0.30%7.23%2.49%3.92%2.77%3.40%5.58%35.32%
20151.77%13.97%-2.42%6.27%3.66%1.59%2.72%-6.83%1.13%11.43%3.68%1.92%44.36%
2014-1.32%6.92%4.71%-1.42%4.71%-1.70%2.29%4.38%-1.63%17.74%

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.

SMH
VanEck Vectors Semiconductor ETF
VGT
Vanguard Information Technology ETF
VOO
Vanguard S&P 500 ETF
TQQQ
ProShares UltraPro QQQ

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BEST OF BEST TOP 20 is 41, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of BEST OF BEST TOP 20 is 4141
Overall Rank
The Sharpe Ratio Rank of BEST OF BEST TOP 20 is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of BEST OF BEST TOP 20 is 6060
Sortino Ratio Rank
The Omega Ratio Rank of BEST OF BEST TOP 20 is 5555
Omega Ratio Rank
The Calmar Ratio Rank of BEST OF BEST TOP 20 is 1414
Calmar Ratio Rank
The Martin Ratio Rank of BEST OF BEST TOP 20 is 5151
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
MSFT
Microsoft Corporation		0.250.801.110.101.23
GOOG
Alphabet Inc		-0.160.951.120.161.35
META
Meta Platforms, Inc.		1.011.571.200.382.91
TSM
Taiwan Semiconductor Manufacturing Company Limited		0.570.921.120.161.38
COKE
Coca-Cola Consolidated, Inc.		0.51-0.390.951.01-1.77
AAPL
Apple Inc		0.17-0.290.960.21-1.05
SMH
VanEck Vectors Semiconductor ETF		0.080.491.070.030.47
VGT
Vanguard Information Technology ETF		0.400.711.100.091.22
NVDA
NVIDIA Corporation		0.640.841.110.141.22
AMD
Advanced Micro Devices, Inc.		-0.60-0.760.91-0.51-1.10
VOO
Vanguard S&P 500 ETF		0.570.761.110.101.61
MA
Mastercard Inc		1.171.641.240.475.71
NFLX
Netflix, Inc.		2.584.131.573.4619.82
NOW
ServiceNow, Inc.		0.701.091.140.181.44
PANW
Palo Alto Networks, Inc.		0.450.601.080.060.89
CELH
Celsius Holdings, Inc.		-0.930.961.110.050.88
SMCI
Super Micro Computer, Inc.		-0.470.851.10-0.63-0.28
BTC-USD
Bitcoin		1.053.391.362.8713.07
AVGO
Broadcom Inc.		1.051.961.270.804.69
TQQQ
ProShares UltraPro QQQ		0.090.741.100.030.40

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 20 Sharpe ratios as of May 22, 2025 (values are recalculated daily):

  • 1-Year: 0.46
  • 5-Year: 1.44
  • 10-Year: 1.47
  • All Time: 1.51

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 0.46 to 0.97, 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 20 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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Dividends

Dividend yield

BEST OF BEST TOP 20 provided a 0.46% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio0.46%0.48%0.49%0.62%0.40%0.51%0.74%0.85%0.65%0.71%0.79%0.73%
Portfolio components:
MSFT
Microsoft Corporation		0.72%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%
GOOG
Alphabet Inc		0.47%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
META
Meta Platforms, Inc.		0.32%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TSM
Taiwan Semiconductor Manufacturing Company Limited		1.29%1.18%1.78%2.48%1.56%1.58%3.49%3.55%2.32%2.61%2.54%1.79%
COKE
Coca-Cola Consolidated, Inc.		0.70%1.59%0.54%0.20%0.16%0.38%0.35%0.56%0.46%0.56%0.55%1.14%
AAPL
Apple Inc		0.50%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%
SMH
VanEck Vectors Semiconductor ETF		0.44%0.44%0.60%1.18%0.51%0.69%1.50%1.88%1.43%0.80%2.14%1.16%
VGT
Vanguard Information Technology ETF		0.53%0.60%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%1.12%
NVDA
NVIDIA Corporation		0.03%0.03%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%
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%
VOO
Vanguard S&P 500 ETF		1.30%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%
MA
Mastercard Inc		0.50%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%
NFLX
Netflix, 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%
NOW
ServiceNow, 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%
PANW
Palo Alto Networks, 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%
CELH
Celsius Holdings, 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%
SMCI
Super Micro Computer, 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%
BTC-USD
Bitcoin		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AVGO
Broadcom Inc.		0.97%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%1.22%
TQQQ
ProShares UltraPro QQQ		1.45%1.27%1.26%0.57%0.00%0.00%0.06%0.11%0.00%0.00%0.01%0.03%

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 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 4.45%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-39.15%Dec 28, 2021292Oct 15, 2022215May 18, 2023507
-35.32%Feb 20, 202026Mar 16, 202078Jun 2, 2020104
-27.73%Sep 28, 201889Dec 25, 201886Mar 21, 2019175
-25.55%Feb 20, 202548Apr 8, 2025———
-17.1%Dec 30, 201544Feb 11, 201650Apr 1, 201694

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 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

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
^GSPCBTC-USDCOKECELHSMCIPANWNFLXAMDMATSMMETANOWAAPLGOOGAVGONVDAMSFTSMHVOOTQQQVGTPortfolio
^GSPC1.000.170.350.280.460.510.510.520.700.590.610.600.680.700.660.630.750.771.000.910.900.83
BTC-USD0.171.000.050.090.070.090.100.110.090.100.100.110.100.110.110.120.100.130.140.140.140.36
COKE0.350.051.000.130.160.170.140.150.260.150.200.200.210.200.200.160.220.220.310.260.260.29
CELH0.280.090.131.000.170.190.170.190.170.180.200.220.200.200.180.200.210.230.260.260.250.39
SMCI0.460.070.160.171.000.270.250.340.270.330.290.290.280.280.380.380.300.440.420.410.430.48
PANW0.510.090.170.190.271.000.360.330.350.320.360.540.380.370.390.420.400.460.450.520.530.54
NFLX0.510.100.140.170.250.361.000.350.360.340.470.460.400.430.370.420.440.440.460.550.510.54
AMD0.520.110.150.190.340.330.351.000.330.460.380.400.390.390.460.590.430.620.470.540.560.61
MA0.700.090.260.170.270.350.360.331.000.390.420.460.430.490.400.400.530.490.640.590.620.55
TSM0.590.100.150.180.330.320.340.460.391.000.380.380.440.420.550.550.460.740.540.590.620.60
META0.610.100.200.200.290.360.470.380.420.381.000.470.450.590.440.460.530.490.550.650.600.60
NOW0.600.110.200.220.290.540.460.400.460.380.471.000.410.470.440.500.550.530.540.620.640.62
AAPL0.680.100.210.200.280.380.400.390.430.440.450.411.000.520.500.460.560.540.630.700.710.60
GOOG0.700.110.200.200.280.370.430.390.490.420.590.470.521.000.430.460.620.520.640.710.660.62
AVGO0.660.110.200.180.380.390.370.460.400.550.440.440.500.431.000.560.500.750.600.660.680.65
NVDA0.630.120.160.200.380.420.420.590.400.550.460.500.460.460.561.000.540.760.570.670.700.70
MSFT0.750.100.220.210.300.400.440.430.530.460.530.550.560.620.500.541.000.600.680.760.770.66
SMH0.770.130.220.230.440.460.440.620.490.740.490.530.540.520.750.760.601.000.710.770.820.78
VOO1.000.140.310.260.420.450.460.470.640.540.550.540.630.640.600.570.680.711.000.860.850.75
TQQQ0.910.140.260.260.410.520.550.540.590.590.650.620.700.710.660.670.760.770.861.000.930.84
VGT0.900.140.260.250.430.530.510.560.620.620.600.640.710.660.680.700.770.820.850.931.000.85
Portfolio0.830.360.290.390.480.540.540.610.550.600.600.620.600.620.650.700.660.780.750.840.851.00
The correlation results are calculated based on daily price changes starting from Apr 4, 2014