TOP 3 BIG STOCKS
This portfolio is built on big market cap stocks and thus will grow if the stock market will continue to rally with the big tech.;
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AAPL Apple Inc | Technology | 8.33% |
AMZN Amazon.com, Inc. | Consumer Cyclical | 8.33% |
CAT Caterpillar Inc. | Industrials | 8.33% |
GOOGL Alphabet Inc. | Communication Services | 8.33% |
JNJ Johnson & Johnson | Healthcare | 8.33% |
LLY Eli Lilly and Company | Healthcare | 8.33% |
META Meta Platforms, Inc. | Communication Services | 8.33% |
MSFT Microsoft Corporation | Technology | 8.33% |
NVDA NVIDIA Corporation | Technology | 8.33% |
TSLA Tesla, Inc. | Consumer Cyclical | 8.33% |
UNH UnitedHealth Group Incorporated | Healthcare | 8.33% |
V Visa Inc. | Financial Services | 8.33% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in TOP 3 BIG STOCKS, 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.
The earliest data available for this chart is May 18, 2012, corresponding to the inception date of META
Returns By Period
As of Jan 25, 2025, the TOP 3 BIG STOCKS returned 4.38% Year-To-Date and 42.11% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 2.22% | 0.69% | 10.04% | 22.93% | 12.98% | 11.70% |
| TOP 3 BIG STOCKS | 4.43% | 1.16% | 33.73% | 102.84% | 55.75% | 42.09% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | 5.35% | 3.14% | 4.46% | 10.76% | 22.64% | 29.14% |
AAPL Apple Inc | -8.21% | -10.07% | 5.56% | 20.04% | 24.04% | 24.39% |
NVDA NVIDIA Corporation | 6.20% | 4.09% | 27.83% | 133.73% | 88.22% | 77.76% |
CAT Caterpillar Inc. | 12.78% | 12.13% | 19.18% | 38.19% | 27.52% | 20.95% |
AMZN Amazon.com, Inc. | 7.05% | 4.96% | 28.19% | 47.59% | 20.47% | 29.59% |
META Meta Platforms, Inc. | 10.59% | 7.95% | 39.28% | 64.91% | 23.94% | 24.04% |
GOOGL Alphabet Inc. | 5.76% | 3.86% | 18.39% | 32.03% | 22.60% | 22.36% |
LLY Eli Lilly and Company | 1.74% | 0.29% | -2.47% | 23.67% | 43.24% | 29.54% |
TSLA Tesla, Inc. | 0.68% | -5.81% | 75.17% | 121.87% | 60.33% | 40.64% |
V Visa Inc. | 4.48% | 3.62% | 26.72% | 24.18% | 10.84% | 18.77% |
UNH UnitedHealth Group Incorporated | 5.27% | 4.42% | -5.35% | 7.48% | 15.23% | 19.36% |
JNJ Johnson & Johnson | 1.52% | 1.22% | -5.95% | -5.04% | 2.31% | 6.83% |
Monthly Returns
The table below presents the monthly returns of TOP 3 BIG STOCKS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.32% | 18.42% | 5.47% | -2.58% | 16.38% | 11.20% | -1.26% | 0.77% | 5.01% | 4.34% | 10.19% | 2.08% | 99.53% |
| 2023 | 25.26% | 11.64% | 8.86% | -6.40% | 22.73% | 15.70% | 5.49% | 1.62% | -6.90% | -8.98% | 14.46% | 4.02% | 118.84% |
| 2022 | -11.48% | -4.69% | 16.19% | -20.21% | -6.78% | -11.34% | 22.83% | -8.83% | -7.81% | -4.75% | -1.33% | -21.13% | -50.54% |
| 2021 | 6.35% | -6.94% | -0.30% | 7.98% | -4.32% | 10.87% | 0.86% | 7.91% | -1.66% | 28.23% | 8.06% | -5.66% | 58.13% |
| 2020 | 11.74% | -0.09% | -8.04% | 22.09% | 8.83% | 11.83% | 15.22% | 35.51% | -7.96% | -6.88% | 22.82% | 12.28% | 181.48% |
| 2019 | 5.29% | 2.50% | 4.23% | 0.69% | -12.03% | 10.29% | 2.53% | -2.33% | 0.83% | 11.05% | 5.58% | 8.72% | 41.44% |
| 2018 | 14.50% | -1.93% | -7.61% | 3.09% | 6.06% | 1.63% | 0.86% | 8.45% | -1.60% | -9.53% | -3.77% | -10.03% | -2.81% |
| 2017 | 7.01% | 0.97% | 5.04% | 4.20% | 11.25% | 1.13% | 2.71% | 4.42% | 0.46% | 7.52% | -0.49% | -0.64% | 52.38% |
| 2016 | -8.36% | -1.47% | 10.28% | 1.37% | 3.29% | -1.47% | 9.38% | -1.38% | 3.12% | -0.75% | 2.66% | 6.52% | 24.01% |
| 2015 | -2.92% | 4.43% | -2.78% | 6.76% | 5.02% | 1.74% | 4.30% | -4.03% | -0.06% | 3.07% | 4.86% | 1.55% | 23.46% |
| 2014 | 4.88% | 14.49% | -6.23% | -0.99% | 2.62% | 6.43% | -2.80% | 10.17% | -3.64% | 1.63% | 3.22% | -4.51% | 25.83% |
Expense Ratio
TOP 3 BIG STOCKS has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 84, TOP 3 BIG STOCKS is among the top 16% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
MSFT Microsoft Corporation | 0.55 | 0.84 | 1.11 | 0.72 | 1.56 |
AAPL Apple Inc | 0.81 | 1.28 | 1.16 | 1.13 | 2.84 |
NVDA NVIDIA Corporation | 2.49 | 2.98 | 1.37 | 4.90 | 14.74 |
CAT Caterpillar Inc. | 1.61 | 2.26 | 1.29 | 2.67 | 5.38 |
AMZN Amazon.com, Inc. | 1.76 | 2.40 | 1.31 | 2.55 | 8.19 |
META Meta Platforms, Inc. | 1.81 | 2.68 | 1.36 | 3.60 | 10.89 |
GOOGL Alphabet Inc. | 1.25 | 1.79 | 1.24 | 1.59 | 3.84 |
LLY Eli Lilly and Company | 0.79 | 1.27 | 1.17 | 1.02 | 2.45 |
TSLA Tesla, Inc. | 1.48 | 2.25 | 1.27 | 1.46 | 7.55 |
V Visa Inc. | 1.31 | 1.80 | 1.25 | 1.81 | 4.55 |
UNH UnitedHealth Group Incorporated | 0.19 | 0.45 | 1.06 | 0.24 | 0.68 |
JNJ Johnson & Johnson | -0.30 | -0.34 | 0.96 | -0.26 | -0.67 |
Dividends
Dividend yield
TOP 3 BIG STOCKS provided a 0.78% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.78% | 0.81% | 0.77% | 0.78% | 0.73% | 0.85% | 0.96% | 1.11% | 1.03% | 1.32% | 1.44% | 1.35% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.69% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
AAPL Apple Inc | 0.43% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
NVDA NVIDIA Corporation | 0.02% | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
CAT Caterpillar Inc. | 1.36% | 1.49% | 2.13% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
AMZN Amazon.com, 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% |
META Meta Platforms, Inc. | 0.31% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GOOGL Alphabet Inc. | 0.30% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LLY Eli Lilly and Company | 0.66% | 0.67% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.95% | 2.46% | 2.77% | 2.37% | 2.84% |
TSLA Tesla, 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% |
V Visa Inc. | 0.65% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% |
UNH UnitedHealth Group Incorporated | 1.54% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
JNJ Johnson & Johnson | 3.34% | 3.40% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% | 2.64% |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the TOP 3 BIG STOCKS. 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 TOP 3 BIG STOCKS was 56.52%, occurring on Jan 5, 2023. Recovery took 131 trading sessions.
The current TOP 3 BIG STOCKS drawdown is 2.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.52% | Nov 5, 2021 | 293 | Jan 5, 2023 | 131 | Jul 17, 2023 | 424 |
| -36.37% | Feb 20, 2020 | 20 | Mar 18, 2020 | 44 | May 20, 2020 | 64 |
| -29.94% | Oct 2, 2018 | 58 | Dec 24, 2018 | 244 | Dec 12, 2019 | 302 |
| -23.89% | Jul 11, 2024 | 20 | Aug 7, 2024 | 52 | Oct 21, 2024 | 72 |
| -23.83% | Jan 27, 2021 | 28 | Mar 8, 2021 | 87 | Jul 12, 2021 | 115 |
Volatility
Volatility Chart
The current TOP 3 BIG STOCKS volatility is 11.06%, 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.
Diversification
Asset Correlations Table
| JNJ | LLY | TSLA | UNH | CAT | NVDA | META | AAPL | V | AMZN | MSFT | GOOGL | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JNJ | 1.00 | 0.45 | 0.11 | 0.41 | 0.29 | 0.14 | 0.18 | 0.23 | 0.38 | 0.22 | 0.30 | 0.29 |
| LLY | 0.45 | 1.00 | 0.13 | 0.34 | 0.22 | 0.23 | 0.26 | 0.24 | 0.30 | 0.26 | 0.32 | 0.29 |
| TSLA | 0.11 | 0.13 | 1.00 | 0.16 | 0.24 | 0.38 | 0.33 | 0.37 | 0.29 | 0.39 | 0.36 | 0.36 |
| UNH | 0.41 | 0.34 | 0.16 | 1.00 | 0.29 | 0.22 | 0.21 | 0.28 | 0.36 | 0.25 | 0.32 | 0.32 |
| CAT | 0.29 | 0.22 | 0.24 | 0.29 | 1.00 | 0.33 | 0.27 | 0.34 | 0.40 | 0.30 | 0.35 | 0.34 |
| NVDA | 0.14 | 0.23 | 0.38 | 0.22 | 0.33 | 1.00 | 0.47 | 0.48 | 0.41 | 0.51 | 0.56 | 0.50 |
| META | 0.18 | 0.26 | 0.33 | 0.21 | 0.27 | 0.47 | 1.00 | 0.45 | 0.43 | 0.56 | 0.50 | 0.60 |
| AAPL | 0.23 | 0.24 | 0.37 | 0.28 | 0.34 | 0.48 | 0.45 | 1.00 | 0.44 | 0.50 | 0.56 | 0.53 |
| V | 0.38 | 0.30 | 0.29 | 0.36 | 0.40 | 0.41 | 0.43 | 0.44 | 1.00 | 0.48 | 0.54 | 0.53 |
| AMZN | 0.22 | 0.26 | 0.39 | 0.25 | 0.30 | 0.51 | 0.56 | 0.50 | 0.48 | 1.00 | 0.60 | 0.65 |
| MSFT | 0.30 | 0.32 | 0.36 | 0.32 | 0.35 | 0.56 | 0.50 | 0.56 | 0.54 | 0.60 | 1.00 | 0.64 |
| GOOGL | 0.29 | 0.29 | 0.36 | 0.32 | 0.34 | 0.50 | 0.60 | 0.53 | 0.53 | 0.65 | 0.64 | 1.00 |