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

BEST OF BEST TOP 20

Last updated Sep 19, 2024

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/SectorWeight
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%

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 Quarterly

-10.00%-5.00%0.00%5.00%10.00%15.00%AprilMayJuneJulyAugustSeptember
4.55%
7.54%
BEST OF BEST TOP 20
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Mar 27, 2014, corresponding to the inception date of GOOG

Returns By Period

As of Sep 19, 2024, the BEST OF BEST TOP 20 returned 39.01% Year-To-Date and 42.41% of annualized return in the last 10 years.

Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500		17.79%0.18%7.53%26.42%13.48%10.85%
BEST OF BEST TOP 2039.01%-3.51%4.55%65.74%46.97%42.41%
Portfolio components:
MSFT
Microsoft Corporation		15.19%2.20%1.68%32.07%26.45%26.62%
GOOG
Alphabet Inc.		14.39%-4.38%7.70%16.12%21.24%18.42%
META
Meta Platforms, Inc.		52.44%1.74%6.62%76.87%23.21%21.35%
TSM
Taiwan Semiconductor Manufacturing Company Limited		62.60%-4.30%23.16%92.69%33.33%26.52%
COKE
Coca-Cola Consolidated, Inc.		39.09%-0.67%46.63%97.21%34.93%33.14%
AAPL
Apple Inc		15.06%-2.30%23.83%23.87%33.16%25.69%
SMH
VanEck Vectors Semiconductor ETF		32.13%-8.07%4.42%59.18%34.20%27.75%
VGT
Vanguard Information Technology ETF		16.75%-3.05%7.18%32.75%22.13%19.99%
NVDA
NVIDIA Corporation		128.98%-12.78%25.47%160.58%92.36%73.57%
AMD
Advanced Micro Devices, Inc.		0.60%-4.50%-17.49%45.94%37.59%44.20%
VOO
Vanguard S&P 500 ETF		18.91%0.30%8.27%28.20%15.25%12.84%
MA
Mastercard Inc		16.52%5.95%1.67%20.35%13.40%21.14%
NFLX
Netflix, Inc.		41.82%0.28%10.00%74.27%20.58%26.58%
NOW
ServiceNow, Inc.		26.03%6.90%16.00%55.57%26.83%30.45%
PANW
Palo Alto Networks, Inc.		11.83%-3.96%16.91%39.62%36.54%25.84%
CELH
Celsius Holdings, Inc.		-37.12%-17.52%-62.19%-48.03%96.10%69.33%
SMCI
Super Micro Computer, Inc.		53.69%-29.94%-51.27%76.35%85.70%31.41%
BTC-USD
Bitcoin		45.86%3.62%-9.22%126.56%43.33%65.52%
AVGO
Broadcom Inc.		45.91%-3.60%27.10%93.73%45.72%37.74%
TQQQ
ProShares UltraPro QQQ		30.39%-7.97%6.76%68.26%33.63%33.57%

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
20249.80%16.94%4.44%-6.33%8.41%6.98%-3.60%0.66%39.01%
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%14.34%-3.52%-13.26%5.59%11.46%-8.14%-29.88%
20210.78%4.67%2.29%5.72%0.30%7.50%4.02%6.19%-4.12%10.23%5.07%1.45%53.06%
20205.39%-6.19%-12.03%17.48%12.36%6.99%13.17%12.76%-4.64%-3.09%18.54%12.71%93.53%
201913.19%5.87%7.01%8.16%-6.46%10.99%2.76%-2.43%-1.26%6.46%6.65%5.45%70.67%
201810.20%-1.77%-5.70%3.07%6.47%0.09%2.82%8.75%1.56%-13.71%-1.78%-7.59%-0.28%
20177.82%5.39%1.68%2.77%10.61%0.41%6.44%5.75%0.67%7.31%4.07%3.38%72.50%
2016-7.34%-0.46%9.85%-1.97%6.08%0.30%7.23%2.49%3.92%2.77%3.40%5.62%35.47%
20151.77%14.05%-2.41%6.27%3.66%1.59%2.72%-6.83%1.13%11.43%3.68%2.02%44.61%
2014-1.32%6.92%4.72%-1.41%4.71%-1.70%2.28%4.38%-1.57%17.82%

Expense Ratio

BEST OF BEST TOP 20 has an expense ratio of 0.07%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

SMH
VanEck Vectors Semiconductor ETF
Expense ratio chart for SMH: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%
VGT
Vanguard Information Technology ETF
Expense ratio chart for VGT: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%
VOO
Vanguard S&P 500 ETF
Expense ratio chart for VOO: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%
TQQQ
ProShares UltraPro QQQ
Expense ratio chart for TQQQ: current value at 0.95% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.95%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BEST OF BEST TOP 20 is 40, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of BEST OF BEST TOP 20 is 4040
BEST OF BEST TOP 20
The Sharpe Ratio Rank of BEST OF BEST TOP 20 is 4848Sharpe Ratio Rank
The Sortino Ratio Rank of BEST OF BEST TOP 20 is 4444Sortino Ratio Rank
The Omega Ratio Rank of BEST OF BEST TOP 20 is 3838Omega Ratio Rank
The Calmar Ratio Rank of BEST OF BEST TOP 20 is 3030Calmar Ratio Rank
The Martin Ratio Rank of BEST OF BEST TOP 20 is 3838Martin 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.

BEST OF BEST TOP 20
Sharpe ratio
The chart of Sharpe ratio for BEST OF BEST TOP 20, currently valued at 1.98, compared to the broader market-1.000.001.002.003.004.001.98
Sortino ratio
The chart of Sortino ratio for BEST OF BEST TOP 20, currently valued at 2.65, compared to the broader market-2.000.002.004.006.002.65
Omega ratio
The chart of Omega ratio for BEST OF BEST TOP 20, currently valued at 1.33, compared to the broader market0.801.001.201.401.601.801.33
Calmar ratio
The chart of Calmar ratio for BEST OF BEST TOP 20, currently valued at 1.36, compared to the broader market0.002.004.006.008.001.36
Martin ratio
The chart of Martin ratio for BEST OF BEST TOP 20, currently valued at 9.27, compared to the broader market0.0010.0020.0030.009.27
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.06, compared to the broader market-1.000.001.002.003.004.002.06
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-2.000.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.37, compared to the broader market0.801.001.201.401.601.801.37
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.85, compared to the broader market0.002.004.006.008.001.85
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 11.09, compared to the broader market0.0010.0020.0030.0011.09
Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
MSFT
Microsoft Corporation		0.951.351.170.323.18
GOOG
Alphabet Inc.		0.651.021.140.212.14
META
Meta Platforms, Inc.		1.812.711.371.7610.60
TSM
Taiwan Semiconductor Manufacturing Company Limited		2.663.251.412.2413.83
COKE
Coca-Cola Consolidated, Inc.		1.873.031.382.0211.87
AAPL
Apple Inc		1.221.871.230.564.04
SMH
VanEck Vectors Semiconductor ETF		1.381.901.240.815.52
VGT
Vanguard Information Technology ETF		1.191.651.220.535.52
NVDA
NVIDIA Corporation		3.223.441.434.0719.53
AMD
Advanced Micro Devices, Inc.		0.010.361.040.000.01
VOO
Vanguard S&P 500 ETF		2.202.931.401.0413.26
MA
Mastercard Inc		1.492.031.280.614.34
NFLX
Netflix, Inc.		2.162.881.390.8813.27
NOW
ServiceNow, Inc.		0.961.451.210.554.76
PANW
Palo Alto Networks, Inc.		0.060.391.070.010.17
CELH
Celsius Holdings, Inc.		-0.88-1.320.84-0.72-1.56
SMCI
Super Micro Computer, Inc.		0.381.371.180.231.25
BTC-USD
Bitcoin		0.921.581.160.484.13
AVGO
Broadcom Inc.		1.532.161.281.378.17
TQQQ
ProShares UltraPro QQQ		0.891.411.180.443.66

Sharpe Ratio

The current BEST OF BEST TOP 20 Sharpe ratio is 1.98. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 1.71 to 2.36, this portfolio's current Sharpe ratio lies between the 25th and 75th percentiles. This indicates that the its risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.

Use the chart below to compare the Sharpe ratio of BEST OF BEST TOP 20 with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.002.003.004.005.006.00AprilMayJuneJulyAugustSeptember
1.98
2.06
BEST OF BEST TOP 20
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

BEST OF BEST TOP 20 granted a 0.51% dividend yield in the last twelve months.

TTM20232022202120202019201820172016201520142013
BEST OF BEST TOP 200.51%0.49%0.68%0.43%0.54%0.97%0.94%0.72%0.75%0.90%0.79%0.91%
Portfolio components:
MSFT
Microsoft Corporation		0.70%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%2.59%
GOOG
Alphabet Inc.		0.25%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
META
Meta Platforms, Inc.		0.28%0.00%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		1.31%1.78%2.48%1.56%1.58%3.49%3.55%2.32%2.61%2.54%1.79%2.30%
COKE
Coca-Cola Consolidated, Inc.		1.42%0.54%0.19%0.16%0.37%0.34%0.55%0.45%0.55%0.53%1.11%1.33%
AAPL
Apple Inc		0.44%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%2.10%
SMH
VanEck Vectors Semiconductor ETF		0.45%0.60%2.37%1.02%1.38%6.00%3.75%2.85%1.61%4.28%2.31%3.11%
VGT
Vanguard Information Technology ETF		0.66%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%1.12%1.05%
NVDA
NVIDIA Corporation		0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.30%0.46%1.19%1.68%1.95%
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		1.28%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%1.84%
MA
Mastercard Inc		0.52%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%0.25%
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.		1.59%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%1.22%1.66%
TQQQ
ProShares UltraPro QQQ		1.31%1.26%0.57%0.00%0.00%0.06%0.11%0.00%0.00%0.01%0.03%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.

-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-8.79%
-0.86%
BEST OF BEST TOP 20
Benchmark (^GSPC)
Portfolio components

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 8.79%.

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
-27.66%Sep 28, 201889Dec 25, 201886Mar 21, 2019175
-17.04%Dec 30, 201544Feb 11, 201650Apr 1, 201694
-15.97%Jul 11, 202428Aug 7, 2024———

Volatility

Volatility Chart

The current BEST OF BEST TOP 20 volatility is 7.52%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

2.00%4.00%6.00%8.00%10.00%12.00%AprilMayJuneJulyAugustSeptember
7.52%
3.99%
BEST OF BEST TOP 20
Benchmark (^GSPC)
Portfolio components

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.
BTC-USDCELHCOKESMCIPANWNFLXAMDTSMMAMETANOWAAPLGOOGAVGONVDAMSFTSMHVOOTQQQVGT
BTC-USD1.000.090.050.060.090.090.100.100.080.090.100.100.100.100.120.100.120.130.130.13
CELH0.091.000.130.170.190.170.190.190.170.210.220.200.200.180.200.210.230.260.260.26
COKE0.050.131.000.180.170.140.150.160.250.210.200.210.210.200.170.220.230.320.270.28
SMCI0.060.170.181.000.260.250.330.320.290.290.300.280.270.380.380.310.440.430.410.43
PANW0.090.190.170.261.000.350.320.320.360.350.530.380.370.390.410.400.460.450.520.52
NFLX0.090.170.140.250.351.000.350.340.370.470.450.400.430.370.420.440.440.460.550.50
AMD0.100.190.150.330.320.351.000.450.340.370.400.390.380.460.590.430.620.460.530.55
TSM0.100.190.160.320.320.340.451.000.410.380.380.450.430.540.540.460.730.540.590.62
MA0.080.170.250.290.360.370.340.411.000.440.470.440.510.420.430.550.510.660.610.65
META0.090.210.210.290.350.470.370.380.441.000.470.450.590.430.460.530.490.550.650.61
NOW0.100.220.200.300.530.450.400.380.470.471.000.420.470.430.500.550.530.530.620.64
AAPL0.100.200.210.280.380.400.390.450.440.450.421.000.530.510.470.570.550.630.710.73
GOOG0.100.200.210.270.370.430.380.430.510.590.470.531.000.420.460.630.520.640.720.67
AVGO0.100.180.200.380.390.370.460.540.420.430.430.510.421.000.560.500.750.600.660.68
NVDA0.120.200.170.380.410.420.590.540.430.460.500.470.460.561.000.530.760.560.670.69
MSFT0.100.210.220.310.400.440.430.460.550.530.550.570.630.500.531.000.600.690.760.78
SMH0.120.230.230.440.460.440.620.730.510.490.530.550.520.750.760.601.000.710.770.81
VOO0.130.260.320.430.450.460.460.540.660.550.530.630.640.600.560.690.711.000.850.85
TQQQ0.130.260.270.410.520.550.530.590.610.650.620.710.720.660.670.760.770.851.000.93
VGT0.130.260.280.430.520.500.550.620.650.610.640.730.670.680.690.780.810.850.931.00
The correlation results are calculated based on daily price changes starting from Apr 4, 2014