BB Top Picks with Sectors

Asset Allocation

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

Benchmark

S&P 500 Index

Rebalance

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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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Returns By Period

Position	1D	1M	6M	YTD	1Y	3Y*	5Y*	10Y*	ALL TIME*
Benchmark S&P 500 Index	-0.19%	-0.76%	7.25%	8.73%	18.21%	17.95%	11.30%	13.09%	8.08%
Portfolio BB Top Picks with Sectors	0.09%	-5.60%	20.14%	32.33%	82.78%	—	—	—	59.19%
Portfolio components:
AMD Advanced Micro Devices, Inc.	1.58%	-6.29%	117.22%	135.14%	220.77%	65.57%	41.30%	56.16%	9.74%
ASML ASML Holding N.V.	-0.49%	-9.88%	28.45%	63.12%	138.60%	37.24%	20.47%	33.59%	27.03%
AVGO Broadcom Inc.	1.98%	-7.92%	7.92%	9.67%	34.44%	63.51%	54.04%	40.73%	40.58%
CIFR Cipher Digital Inc.	16.97%	-29.61%	9.26%	39.16%	222.96%	67.89%	—	—	15.38%
FBTC Fidelity Wise Origin Bitcoin Fund	1.56%	3.51%	-31.89%	-25.63%	-44.68%	—	—	—	12.64%
GOOGL Alphabet Inc. Class A	1.51%	-4.36%	6.80%	12.60%	90.75%	43.56%	22.73%	25.05%	25.38%
IBM International Business Machines Corporation	0.16%	-14.49%	-29.40%	-27.15%	-23.58%	19.09%	13.91%	7.64%	7.00%
IREN IREN Limited	19.57%	-32.96%	-30.47%	6.43%	124.08%	81.17%	—	—	8.05%
JNJ Johnson & Johnson	-1.67%	8.95%	15.06%	21.57%	55.80%	16.86%	11.06%	10.10%	12.23%
KLAC KLA Corporation	-2.42%	-20.02%	32.75%	71.29%	124.39%	66.84%	47.12%	41.50%	22.94%

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

Monthly Returns

Based on dividend-adjusted daily data since Oct 18, 2024, BB Top Picks with Sectors's average daily return is +0.20%, while the average monthly return is +3.99%. At this rate, an investment would double in approximately 1.5 years.

Historically, 64% of months were positive and 36% were negative. The best month was Sep 2025 with a return of +16.4%, while the worst month was Jul 2026 at -8.7%. 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%	11.62%	15.06%	7.59%	-8.65%						32.33%
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										-3.08%	3.97%	-2.45%	-1.70%

Benchmark Metrics

BB Top Picks with Sectors has an annualized alpha of 39.09%, beta of 1.07, and R2 of 0.66 versus S&P 500 Index. Calculated based on daily prices since October 18, 2024.

This portfolio captured 304.51% of S&P 500 Index gains but only 93.16% of its losses - a favorable profile for investors.
This portfolio generated an annualized alpha of 39.09% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
With beta of 1.07 and R2 of 0.66, 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: 39.09%

Beta: 1.07

R²: 0.66

Upside Capture: 304.51%

Downside Capture: 93.16%

See how alpha, beta & R² have trended over time →

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 Fund

SPY

State Street SPDR S&P 500 ETF

Return for Risk

Risk / Return Rank

BB Top Picks with Sectors ranks 98 for risk / return — in the top 98% 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

The table below presents risk-adjusted performance metrics for BB Top Picks with Sectors and compares them with S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	Portfolio	Benchmark	Difference
Sharpe ratioReturn per unit of total volatility	3.88	1.45	+2.43
Sortino ratioReturn per unit of downside risk	4.71	2.03	+2.68
Omega ratioGain probability vs. loss probability	1.62	1.26	+0.36
Calmar ratioReturn relative to maximum drawdown	8.28	2.01	+6.27
Martin ratioReturn relative to average drawdown	31.24	8.68	+22.56

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

Position	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AMD Advanced Micro Devices, Inc.	96	3.23	3.50	1.45	8.01	16.22
ASML ASML Holding N.V.	96	3.10	3.47	1.42	7.81	24.29
AVGO Broadcom Inc.	68	0.73	1.28	1.16	1.21	2.49
CIFR Cipher Digital Inc.	90	2.03	2.68	1.30	4.37	8.45
FBTC Fidelity Wise Origin Bitcoin Fund	2	-1.01	-1.50	0.83	-0.84	-1.34
GOOGL Alphabet Inc. Class A	96	2.99	4.13	1.50	4.48	13.64
IBM International Business Machines Corporation	20	-0.49	-0.38	0.94	-0.66	-1.53
IREN IREN Limited	78	1.17	2.06	1.22	2.13	3.74
JNJ Johnson & Johnson	96	3.11	4.29	1.53	5.12	14.40
KLAC KLA Corporation	91	2.17	2.50	1.35	4.01	13.67

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. Learn how to interpret the Sharpe ratio.

The current BB Top Picks with Sectors Sharpe ratio is 3.88 as of Jul 21, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.20 to 1.99, 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 1.19% dividend yield over the last twelve months.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.19%	1.29%	1.74%	1.73%	1.81%	1.61%	1.79%	1.97%	2.18%	1.73%	1.88%	1.92%
Portfolio components:
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%
ASML ASML Holding N.V.	0.51%	0.97%	0.97%	0.86%	1.27%	0.50%	0.50%	1.40%	0.94%	0.64%	0.92%	0.73%
AVGO Broadcom Inc.	0.67%	0.70%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%
CIFR Cipher Digital 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%
FBTC Fidelity Wise Origin Bitcoin Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
GOOGL Alphabet Inc. Class A	0.24%	0.27%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IBM International Business Machines Corporation	3.16%	2.27%	3.03%	4.05%	4.68%	4.74%	5.17%	4.80%	5.46%	3.85%	3.31%	3.63%
IREN IREN 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%
JNJ Johnson & Johnson	2.11%	2.48%	3.40%	3.00%	2.52%	2.45%	2.53%	2.57%	2.74%	2.38%	2.73%	2.87%
KLAC KLA Corporation	0.39%	0.61%	0.96%	0.92%	1.25%	0.91%	1.35%	1.74%	3.17%	2.15%	2.67%	2.94%

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 8.65%.

Drawdown	Fall	Recovery	Underwater	Related event
-20.21%Apr 2025	1mo 16d	1mo 29d	3mo 15dFeb 2025 - Jun 2025	2025 selloff2025
-10.05%Mar 2026	2mo	14d	2mo 14dJan 2026 - Apr 2026	—
-8.74%Jul 2026	16d	—	20dJul 2026 - now	—
-5.99%Dec 2024	14d	21d	1mo 5dDec 2024 - Jan 2025	—
-5.79%Jun 2026	2d	10d	12dJun 2026 - Jun 2026	—

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. Your portfolio is dominated by one or two holdings, which significantly increases concentration risk. Consider rebalancing toward more even weights or adding additional positions.

Diversification Ratio

	1Y	All Time
Diversification Ratio	2.01	1.89

The portfolio has a diversification ratio of 1.89, placing it in the top 5% across portfolios — assets in this portfolio move largely independently, providing strong diversification benefit.

BB Top Picks with Sectors correlation to the S&P 500 Index

BB Top Picks with Sectors has a 0.75 correlation to S&P 500 Index over the trailing 12 months. This section compares each holding's correlation to the benchmark and to the portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.75
Correlation (All Time) Calculated using the full available price history since Oct 18, 2024	0.77

Benchmark Correlations

Correlation vs. S&P 500 Index. SPY has the highest benchmark correlation at 1.00, while JNJ has the lowest at -0.03.

-0.03

0.26

0.38

0.42

0.45

0.46

0.51

0.55

ASML

0.59

AMD

0.61

Portfolio Correlations

Correlation vs. BB Top Picks with Sectors. SPY has the highest portfolio correlation at 0.77, while JNJ has the lowest at 0.15.

0.15

0.33

0.36

0.52

0.52

0.56

0.59

0.63

0.65

CIFR

0.66

Asset Correlations Table

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

	JNJ	LLY	IBM	FBTC	GOOGL	NBIS	IREN	CIFR	MU	AVGO	AMD	ASML	TSM	KLAC	LRCX	SPY
JNJ	1.00	0.38	0.04	-0.10	-0.07	-0.16	-0.14	-0.13	-0.15	-0.23	-0.16	-0.05	-0.15	-0.06	-0.08	-0.04
LLY	0.38	1.00	0.16	0.06	0.14	0.07	0.04	0.10	0.12	0.07	0.11	0.14	0.13	0.11	0.16	0.25
IBM	0.04	0.16	1.00	0.13	0.20	0.12	0.12	0.13	0.12	0.20	0.18	0.18	0.17	0.17	0.17	0.37
FBTC	-0.10	0.06	0.13	1.00	0.30	0.32	0.49	0.49	0.31	0.31	0.40	0.29	0.31	0.29	0.30	0.45
GOOGL	-0.07	0.14	0.20	0.30	1.00	0.30	0.33	0.34	0.36	0.43	0.40	0.39	0.44	0.41	0.43	0.61
NBIS	-0.16	0.07	0.12	0.32	0.30	1.00	0.53	0.50	0.42	0.43	0.42	0.40	0.45	0.41	0.42	0.42
IREN	-0.14	0.04	0.12	0.49	0.33	0.53	1.00	0.81	0.36	0.38	0.46	0.31	0.40	0.34	0.34	0.46
CIFR	-0.13	0.10	0.13	0.49	0.34	0.50	0.81	1.00	0.39	0.42	0.45	0.36	0.45	0.38	0.41	0.50
MU	-0.15	0.12	0.12	0.31	0.36	0.42	0.36	0.39	1.00	0.53	0.56	0.59	0.59	0.64	0.74	0.55
AVGO	-0.23	0.07	0.20	0.31	0.43	0.43	0.38	0.42	0.53	1.00	0.54	0.55	0.63	0.56	0.58	0.62
AMD	-0.16	0.11	0.18	0.40	0.40	0.42	0.46	0.45	0.56	0.54	1.00	0.57	0.58	0.60	0.61	0.61
ASML	-0.05	0.14	0.18	0.29	0.39	0.40	0.31	0.36	0.59	0.55	0.57	1.00	0.63	0.78	0.79	0.60
TSM	-0.15	0.13	0.17	0.31	0.44	0.45	0.40	0.45	0.59	0.63	0.58	0.63	1.00	0.65	0.68	0.62
KLAC	-0.06	0.11	0.17	0.29	0.41	0.41	0.34	0.38	0.64	0.56	0.60	0.78	0.65	1.00	0.87	0.63
LRCX	-0.08	0.16	0.17	0.30	0.43	0.42	0.34	0.41	0.74	0.58	0.61	0.79	0.68	0.87	1.00	0.64
SPY	-0.04	0.25	0.37	0.45	0.61	0.42	0.46	0.50	0.55	0.62	0.61	0.60	0.62	0.63	0.64	1.00

The correlation results are calculated based on daily price changes starting from Oct 18, 2024

Diversification Analysis

Find what BB Top Picks with Sectors is missing

See which holdings overlap, where BB Top Picks with Sectors is concentrated, and which low-correlation assets could fill the gaps.

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