15 Stocks
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in 15 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 Apr 3, 2014, corresponding to the inception date of GOOG
Returns By Period
As of Apr 22, 2025, the 15 Stocks returned -10.52% Year-To-Date and 21.41% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -12.30% | -8.99% | -11.89% | 3.84% | 13.06% | 9.34% |
| 15 Stocks | -23.18% | -14.49% | -25.49% | 17.88% | 34.42% | 29.98% |
| Portfolio components: | ||||||
MSFT Microsoft Corporation | -14.63% | -8.21% | -13.90% | -9.34% | 16.75% | 24.23% |
AAPL Apple Inc | -22.78% | -11.50% | -18.14% | 17.62% | 23.69% | 20.91% |
GOOG Alphabet Inc. | -21.22% | -9.86% | -9.41% | -3.31% | 19.06% | 18.31% |
PEP PepsiCo, Inc. | -5.97% | -2.56% | -17.60% | -15.90% | 4.35% | 7.18% |
SBUX Starbucks Corporation | -11.10% | -16.88% | -15.38% | -5.56% | 3.03% | 6.62% |
COST Costco Wholesale Corporation | 4.64% | 5.34% | 8.27% | 35.73% | 27.59% | 22.75% |
V Visa Inc. | 1.46% | -4.64% | 11.99% | 19.54% | 14.83% | 17.73% |
JPM JPMorgan Chase & Co. | -3.39% | -4.65% | 3.85% | 26.10% | 24.22% | 17.08% |
UNH UnitedHealth Group Incorporated | -15.56% | -17.71% | -24.97% | -13.77% | 10.61% | 15.42% |
AMZN Amazon.com, Inc. | -23.73% | -14.72% | -11.50% | -4.19% | 7.23% | 22.43% |
JNJ Johnson & Johnson | 9.37% | -4.10% | -2.08% | 9.50% | 3.38% | 7.46% |
NVDA NVIDIA Corporation | -27.83% | -17.66% | -32.55% | 27.21% | 68.88% | 68.60% |
PG The Procter & Gamble Company | 0.11% | 0.07% | -1.01% | 7.39% | 9.63% | 10.49% |
HD The Home Depot, Inc. | -10.25% | -1.21% | -13.65% | 6.01% | 13.95% | 14.51% |
BRK-B Berkshire Hathaway Inc. | 11.83% | -2.87% | 9.21% | 25.14% | 22.23% | 13.61% |
Monthly Returns
The table below presents the monthly returns of 15 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.94% | 1.56% | -10.86% | -9.79% | -23.18% | ||||||||
| 2024 | 12.54% | 17.03% | 8.62% | -3.82% | 18.47% | 10.13% | -3.50% | 1.86% | 1.73% | 5.70% | 4.97% | -1.89% | 95.38% |
| 2023 | 14.66% | 3.88% | 12.04% | 2.45% | 15.95% | 8.35% | 6.26% | 2.11% | -8.39% | -2.29% | 11.75% | 3.98% | 93.84% |
| 2022 | -9.77% | -1.88% | 6.92% | -18.41% | -1.67% | -10.00% | 14.41% | -8.29% | -11.89% | 6.35% | 8.86% | -9.47% | -33.76% |
| 2021 | -1.41% | 1.23% | 1.52% | 9.42% | 0.67% | 9.64% | 1.71% | 6.52% | -5.85% | 12.42% | 10.86% | -1.69% | 52.92% |
| 2020 | 3.69% | -3.84% | -5.19% | 14.85% | 7.14% | 5.94% | 8.61% | 14.25% | -4.30% | -4.30% | 7.89% | 2.45% | 54.83% |
| 2019 | 6.89% | 2.13% | 7.42% | 4.86% | -8.65% | 8.83% | 2.95% | -0.43% | 0.36% | 5.81% | 4.12% | 4.45% | 44.71% |
| 2018 | 12.55% | -1.09% | -3.69% | 1.43% | 5.72% | -0.24% | 4.82% | 9.27% | 0.45% | -12.16% | -2.73% | -10.43% | 1.00% |
| 2017 | 3.44% | 3.13% | 2.43% | 2.12% | 8.99% | -1.58% | 4.13% | 2.88% | 0.97% | 8.71% | 2.84% | -0.19% | 44.45% |
| 2016 | -4.83% | -2.18% | 7.28% | -1.58% | 5.49% | -0.64% | 7.27% | 1.16% | 2.85% | -0.45% | 3.73% | 4.37% | 23.91% |
| 2015 | -0.50% | 7.35% | -2.11% | 2.38% | 2.08% | -2.06% | 6.91% | -4.01% | 0.19% | 11.74% | 2.64% | -0.29% | 25.85% |
| 2014 | -1.58% | 3.26% | 1.50% | -0.23% | 5.64% | -0.29% | 3.50% | 5.04% | -1.89% | 15.63% |
Expense Ratio
15 Stocks has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 15 Stocks is 61, indicating average performance compared to other portfolios on our website. Here’s 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 | -0.49 | -0.56 | 0.93 | -0.51 | -1.18 |
AAPL Apple Inc | 0.48 | 0.90 | 1.13 | 0.47 | 1.83 |
GOOG Alphabet Inc. | -0.13 | 0.03 | 1.00 | -0.14 | -0.33 |
PEP PepsiCo, Inc. | -0.70 | -0.88 | 0.89 | -0.57 | -1.22 |
SBUX Starbucks Corporation | -0.09 | 0.18 | 1.03 | -0.10 | -0.37 |
COST Costco Wholesale Corporation | 1.57 | 2.12 | 1.29 | 2.00 | 6.18 |
V Visa Inc. | 0.85 | 1.25 | 1.18 | 1.22 | 4.26 |
JPM JPMorgan Chase & Co. | 1.06 | 1.57 | 1.23 | 1.23 | 4.46 |
UNH UnitedHealth Group Incorporated | -0.26 | -0.09 | 0.98 | -0.31 | -0.88 |
AMZN Amazon.com, Inc. | -0.23 | -0.10 | 0.99 | -0.25 | -0.75 |
JNJ Johnson & Johnson | 0.62 | 0.96 | 1.13 | 0.67 | 1.93 |
NVDA NVIDIA Corporation | 0.25 | 0.77 | 1.10 | 0.42 | 1.13 |
PG The Procter & Gamble Company | 0.48 | 0.75 | 1.10 | 0.76 | 1.94 |
HD The Home Depot, Inc. | 0.30 | 0.58 | 1.07 | 0.31 | 0.92 |
BRK-B Berkshire Hathaway Inc. | 1.47 | 2.06 | 1.29 | 3.12 | 8.01 |
Dividends
Dividend yield
15 Stocks provided a 1.25% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.25% | 1.12% | 1.18% | 1.10% | 0.89% | 1.16% | 1.12% | 1.36% | 1.39% | 1.38% | 1.54% | 1.30% |
| Portfolio components: | ||||||||||||
MSFT Microsoft Corporation | 0.88% | 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 | 0.52% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
GOOG Alphabet Inc. | 0.53% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PEP PepsiCo, Inc. | 3.82% | 3.51% | 2.91% | 2.50% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% |
SBUX Starbucks Corporation | 2.93% | 2.54% | 2.25% | 2.02% | 1.57% | 1.57% | 1.69% | 2.05% | 1.83% | 1.53% | 0.87% | 0.00% |
COST Costco Wholesale Corporation | 0.48% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
V Visa Inc. | 0.69% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% |
JPM JPMorgan Chase & Co. | 2.21% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
UNH UnitedHealth Group Incorporated | 1.97% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
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% |
JNJ Johnson & Johnson | 3.16% | 3.40% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% | 2.64% |
NVDA NVIDIA Corporation | 0.03% | 0.02% | 0.03% | 0.11% | 0.05% | 0.12% | 0.27% | 0.46% | 0.29% | 0.45% | 1.20% | 1.70% |
PG The Procter & Gamble Company | 2.46% | 2.36% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.32% | 2.78% |
HD The Home Depot, Inc. | 2.61% | 2.31% | 2.41% | 2.41% | 1.59% | 2.26% | 2.49% | 2.40% | 1.88% | 2.06% | 1.78% | 1.79% |
BRK-B Berkshire Hathaway 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% |
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 15 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 15 Stocks was 40.16%, occurring on Oct 14, 2022. Recovery took 153 trading sessions.
The current 15 Stocks drawdown is 14.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.16% | Nov 22, 2021 | 226 | Oct 14, 2022 | 153 | May 25, 2023 | 379 |
| -29.93% | Jan 7, 2025 | 61 | Apr 4, 2025 | — | — | — |
| -29.53% | Oct 2, 2018 | 58 | Dec 24, 2018 | 211 | Oct 25, 2019 | 269 |
| -28.21% | Feb 20, 2020 | 23 | Mar 23, 2020 | 41 | May 20, 2020 | 64 |
| -21.11% | Jul 11, 2024 | 20 | Aug 7, 2024 | 47 | Oct 14, 2024 | 67 |
Volatility
Volatility Chart
The current 15 Stocks volatility is 20.55%, 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
Diversification Metrics
Number of Effective Assets
The portfolio contains 15 assets, with an effective number of assets of 13.33, 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
| UNH | JNJ | PG | NVDA | PEP | JPM | COST | SBUX | AMZN | HD | AAPL | GOOG | BRK-B | V | MSFT | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UNH | 1.00 | 0.41 | 0.33 | 0.22 | 0.34 | 0.36 | 0.30 | 0.31 | 0.24 | 0.34 | 0.30 | 0.31 | 0.42 | 0.37 | 0.32 |
| JNJ | 0.41 | 1.00 | 0.48 | 0.12 | 0.48 | 0.31 | 0.31 | 0.33 | 0.18 | 0.33 | 0.25 | 0.26 | 0.46 | 0.37 | 0.28 |
| PG | 0.33 | 0.48 | 1.00 | 0.14 | 0.65 | 0.25 | 0.40 | 0.33 | 0.20 | 0.36 | 0.27 | 0.24 | 0.40 | 0.36 | 0.32 |
| NVDA | 0.22 | 0.12 | 0.14 | 1.00 | 0.15 | 0.33 | 0.37 | 0.31 | 0.54 | 0.36 | 0.51 | 0.52 | 0.31 | 0.42 | 0.58 |
| PEP | 0.34 | 0.48 | 0.65 | 0.15 | 1.00 | 0.24 | 0.41 | 0.39 | 0.22 | 0.38 | 0.31 | 0.27 | 0.41 | 0.38 | 0.34 |
| JPM | 0.36 | 0.31 | 0.25 | 0.33 | 0.24 | 1.00 | 0.29 | 0.40 | 0.31 | 0.42 | 0.36 | 0.37 | 0.71 | 0.48 | 0.37 |
| COST | 0.30 | 0.31 | 0.40 | 0.37 | 0.41 | 0.29 | 1.00 | 0.41 | 0.41 | 0.50 | 0.43 | 0.41 | 0.40 | 0.40 | 0.47 |
| SBUX | 0.31 | 0.33 | 0.33 | 0.31 | 0.39 | 0.40 | 0.41 | 1.00 | 0.40 | 0.46 | 0.40 | 0.42 | 0.46 | 0.50 | 0.43 |
| AMZN | 0.24 | 0.18 | 0.20 | 0.54 | 0.22 | 0.31 | 0.41 | 0.40 | 1.00 | 0.39 | 0.55 | 0.67 | 0.32 | 0.48 | 0.65 |
| HD | 0.34 | 0.33 | 0.36 | 0.36 | 0.38 | 0.42 | 0.50 | 0.46 | 0.39 | 1.00 | 0.39 | 0.39 | 0.48 | 0.46 | 0.44 |
| AAPL | 0.30 | 0.25 | 0.27 | 0.51 | 0.31 | 0.36 | 0.43 | 0.40 | 0.55 | 0.39 | 1.00 | 0.57 | 0.41 | 0.48 | 0.61 |
| GOOG | 0.31 | 0.26 | 0.24 | 0.52 | 0.27 | 0.37 | 0.41 | 0.42 | 0.67 | 0.39 | 0.57 | 1.00 | 0.41 | 0.54 | 0.68 |
| BRK-B | 0.42 | 0.46 | 0.40 | 0.31 | 0.41 | 0.71 | 0.40 | 0.46 | 0.32 | 0.48 | 0.41 | 0.41 | 1.00 | 0.53 | 0.42 |
| V | 0.37 | 0.37 | 0.36 | 0.42 | 0.38 | 0.48 | 0.40 | 0.50 | 0.48 | 0.46 | 0.48 | 0.54 | 0.53 | 1.00 | 0.57 |
| MSFT | 0.32 | 0.28 | 0.32 | 0.58 | 0.34 | 0.37 | 0.47 | 0.43 | 0.65 | 0.44 | 0.61 | 0.68 | 0.42 | 0.57 | 1.00 |