BB Top Picks with Sectors

Asset Allocation

Position	Category/Sector	Target Weight
AMD Advanced Micro Devices, Inc.	Technology	3.18%
ASML ASML Holding N.V.	Technology	4.59%
AVGO Broadcom Inc.	Technology	3.49%
CIFR Cipher Mining Inc.	Financial Services	1.79%
FBTC Fidelity Wise Origin Bitcoin Trust	Cryptocurrency	5.58%
GOOGL Alphabet Inc Class A	Communication Services	6.29%
IBM International Business Machines Corporation	Technology	8.26%
IREN Iris Energy Limited	Financial Services	2.33%
JNJ Johnson & Johnson	Healthcare	32.39%
KLAC KLA Corporation	Technology	3.87%
LLY Eli Lilly and Company	Healthcare	7.74%
LRCX Lam Research Corporation	Technology	3.37%
MU Micron Technology, Inc.	Technology	2.88%
NBIS Nebius Group N.V.	Communication Services	2.10%
SPY State Street SPDR S&P 500 ETF	S&P 500	7.86%
TSM Taiwan Semiconductor Manufacturing Company Limited	Technology	4.29%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BB Top Picks with Sectors, 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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The earliest data available for this chart is Oct 18, 2024, corresponding to the inception date of NBIS

Returns By Period

	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 BB Top Picks with Sectors	-0.16%	-1.02%	6.09%	16.55%	84.07%	—	—	—
Portfolio components:
JNJ Johnson & Johnson	-0.44%	-1.50%	18.06%	32.21%	60.80%	19.22%	11.44%	11.41%
GOOGL Alphabet Inc Class A	-0.54%	-2.50%	-5.44%	20.55%	88.99%	41.91%	22.87%	22.80%
AMD Advanced Micro Devices, Inc.	3.47%	13.90%	1.56%	28.14%	111.25%	31.09%	21.81%	54.37%
CIFR Cipher Mining Inc.	1.42%	-12.85%	-13.14%	-7.17%	383.77%	74.81%	—	—
MU Micron Technology, Inc.	-0.44%	-3.50%	28.37%	99.60%	314.35%	84.06%	32.37%	42.60%
LRCX Lam Research Corporation	-1.61%	0.66%	27.76%	49.03%	198.24%	62.76%	29.23%	40.66%
IREN Iris Energy Limited	1.99%	-10.50%	-7.94%	-26.05%	414.35%	126.81%	—	—
KLAC KLA Corporation	-0.20%	5.24%	25.00%	33.54%	122.73%	57.51%	35.71%	37.81%
ASML ASML Holding N.V.	-3.13%	-3.21%	23.29%	28.26%	99.10%	26.32%	16.83%	30.54%
TSM Taiwan Semiconductor Manufacturing Company Limited	-0.72%	-3.72%	11.88%	18.31%	101.39%	56.27%	24.16%	32.63%

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

Monthly Returns

Based on dividend-adjusted daily data since Oct 21, 2024, BB Top Picks with Sectors's average daily return is +0.17%, while the average monthly return is +3.31%. At this rate, your investment would double in approximately 1.8 years.

Historically, 63% of months were positive and 37% were negative. The best month was Sep 2025 with a return of +16.4%, while the worst month was Mar 2025 at -5.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 2 months.

On a daily basis, BB Top Picks with Sectors closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +8.1%, while the worst single day was Apr 4, 2025 at -5.0%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	10.01%	-0.16%	-4.55%	1.20%									6.09%
2025	7.10%	-0.86%	-5.40%	0.22%	7.18%	11.57%	2.85%	6.28%	16.40%	10.25%	3.88%	-1.02%	73.61%
2024										-3.60%	3.83%	-2.36%	-2.26%

Benchmark Metrics

BB Top Picks with Sectors has an annualized alpha of 39.74%, beta of 1.01, and R² of 0.68 versus S&P 500 Index. Calculated based on daily prices since October 21, 2024.

This portfolio captured 324.96% of S&P 500 Index gains but only 93.42% of its losses — a favorable profile for investors.
This portfolio generated an annualized alpha of 39.74% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
With beta of 1.01 and R² of 0.68, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha: 39.74%

Beta: 1.01

R²: 0.68

Upside Capture: 324.96%

Downside Capture: 93.42%

Expense Ratio

BB Top Picks with Sectors has an expense ratio of 0.02%, 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.

FBTC

Fidelity Wise Origin Bitcoin Trust

SPY

State Street SPDR S&P 500 ETF

Return for Risk

Risk / Return Rank

BB Top Picks with Sectors ranks 99 for risk / return — in the top 99% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	3.89	0.88	+3.01
Sortino ratio Return per unit of downside risk	4.77	1.37	+3.40
Omega ratio Gain probability vs. loss probability	1.66	1.21	+0.46
Calmar ratio Return relative to maximum drawdown	8.10	1.39	+6.71
Martin ratio Return relative to average drawdown	33.25	6.43	+26.82
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
JNJ Johnson & Johnson	97	3.51	4.77	1.64	7.48	25.03
GOOGL Alphabet Inc Class A	94	2.91	3.87	1.48	4.37	16.63
AMD Advanced Micro Devices, Inc.	85	1.73	2.48	1.32	4.02	8.17
CIFR Cipher Mining Inc.	94	3.50	3.37	1.39	8.20	17.55
MU Micron Technology, Inc.	98	4.84	3.99	1.54	10.37	34.71
LRCX Lam Research Corporation	97	3.70	3.60	1.50	10.10	31.52
IREN Iris Energy Limited	95	4.26	3.52	1.41	7.23	15.50
KLAC KLA Corporation	92	2.50	2.81	1.41	5.53	17.56
ASML ASML Holding N.V.	92	2.37	2.97	1.38	5.58	15.42
TSM Taiwan Semiconductor Manufacturing Company Limited	93	2.64	3.23	1.41	5.70	18.99

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.

BB Top Picks with Sectors Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

1-Year: 3.89
All Time: 2.39

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 1.00 to 1.70, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of BB Top Picks with Sectors 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

BB Top Picks with Sectors provided a 1.22% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.22%	1.29%	1.74%	1.73%	1.81%	1.61%	1.79%	1.97%	2.18%	1.73%	1.88%	1.92%
Portfolio components:
JNJ Johnson & Johnson	2.14%	2.48%	3.40%	3.00%	2.52%	2.45%	2.53%	2.57%	2.74%	2.38%	2.73%	2.87%
GOOGL Alphabet Inc Class A	0.28%	0.27%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
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%
CIFR Cipher Mining 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%
MU Micron Technology, Inc.	0.14%	0.16%	0.55%	0.54%	0.89%	0.21%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
LRCX Lam Research Corporation	0.46%	0.57%	1.19%	0.95%	1.53%	0.78%	1.04%	1.54%	2.79%	1.01%	1.28%	1.36%
IREN Iris Energy Limited	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
KLAC KLA Corporation	0.50%	0.61%	0.96%	0.92%	1.25%	0.91%	1.35%	1.74%	3.17%	2.15%	2.67%	2.94%
ASML ASML Holding N.V.	0.71%	0.97%	0.97%	0.86%	1.27%	0.50%	0.50%	1.40%	0.94%	0.64%	0.92%	0.73%
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%

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 BB Top Picks with Sectors. 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 BB Top Picks with Sectors was 20.21%, occurring on Apr 8, 2025. Recovery took 41 trading sessions.

The current BB Top Picks with Sectors drawdown is 5.68%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-20.21%	Feb 21, 2025	33	Apr 8, 2025	41	Jun 6, 2025	74
-10.05%	Jan 29, 2026	42	Mar 30, 2026	—	—	—
-5.92%	Dec 17, 2024	10	Dec 31, 2024	12	Jan 21, 2025	22
-4.86%	Dec 12, 2025	4	Dec 17, 2025	10	Jan 2, 2026	14
-4.63%	Oct 21, 2024	11	Nov 4, 2024	5	Nov 11, 2024	16

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 16 assets, with an effective number of assets of 7.05, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

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

	Benchmark	JNJ	LLY	IBM	FBTC	IREN	GOOGL	NBIS	CIFR	AVGO	MU	AMD	ASML	TSM	KLAC	LRCX	SPY	Portfolio
Benchmark	1.00	0.02	0.31	0.47	0.44	0.44	0.60	0.44	0.50	0.62	0.55	0.59	0.59	0.62	0.64	0.64	1.00	0.78
JNJ	0.02	1.00	0.33	0.03	-0.09	-0.11	-0.07	-0.14	-0.11	-0.15	-0.09	-0.10	-0.00	-0.12	-0.02	-0.05	0.02	0.20
LLY	0.31	0.33	1.00	0.19	0.05	0.07	0.17	0.10	0.11	0.13	0.16	0.17	0.18	0.18	0.18	0.19	0.31	0.41
IBM	0.47	0.03	0.19	1.00	0.17	0.15	0.27	0.19	0.19	0.27	0.23	0.27	0.29	0.23	0.32	0.29	0.47	0.41
FBTC	0.44	-0.09	0.05	0.17	1.00	0.51	0.30	0.36	0.52	0.31	0.30	0.42	0.32	0.32	0.32	0.30	0.44	0.54
IREN	0.44	-0.11	0.07	0.15	0.51	1.00	0.33	0.55	0.82	0.33	0.32	0.45	0.28	0.36	0.32	0.30	0.44	0.63
GOOGL	0.60	-0.07	0.17	0.27	0.30	0.33	1.00	0.32	0.34	0.46	0.41	0.43	0.41	0.44	0.46	0.47	0.60	0.56
NBIS	0.44	-0.14	0.10	0.19	0.36	0.55	0.32	1.00	0.51	0.43	0.42	0.46	0.42	0.45	0.43	0.43	0.43	0.58
CIFR	0.50	-0.11	0.11	0.19	0.52	0.82	0.34	0.51	1.00	0.38	0.35	0.46	0.33	0.42	0.35	0.36	0.50	0.65
AVGO	0.62	-0.15	0.13	0.27	0.31	0.33	0.46	0.43	0.38	1.00	0.52	0.50	0.54	0.63	0.58	0.57	0.61	0.58
MU	0.55	-0.09	0.16	0.23	0.30	0.32	0.41	0.42	0.35	0.52	1.00	0.53	0.60	0.60	0.65	0.73	0.55	0.63
AMD	0.59	-0.10	0.17	0.27	0.42	0.45	0.43	0.46	0.46	0.50	0.53	1.00	0.55	0.59	0.57	0.56	0.59	0.67
ASML	0.59	-0.00	0.18	0.29	0.32	0.28	0.41	0.42	0.33	0.54	0.60	0.55	1.00	0.64	0.79	0.79	0.58	0.66
TSM	0.62	-0.12	0.18	0.23	0.32	0.36	0.44	0.45	0.42	0.63	0.60	0.59	0.64	1.00	0.67	0.68	0.62	0.65
KLAC	0.64	-0.02	0.18	0.32	0.32	0.32	0.46	0.43	0.35	0.58	0.65	0.57	0.79	0.67	1.00	0.87	0.64	0.71
LRCX	0.64	-0.05	0.19	0.29	0.30	0.30	0.47	0.43	0.36	0.57	0.73	0.56	0.79	0.68	0.87	1.00	0.64	0.71
SPY	1.00	0.02	0.31	0.47	0.44	0.44	0.60	0.43	0.50	0.61	0.55	0.59	0.58	0.62	0.64	0.64	1.00	0.77
Portfolio	0.78	0.20	0.41	0.41	0.54	0.63	0.56	0.58	0.65	0.58	0.63	0.67	0.66	0.65	0.71	0.71	0.77	1.00

The correlation results are calculated based on daily price changes starting from Oct 21, 2024

BB Top Picks with Sectors

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table