Top 10 stocks in 2008

Asset Allocation

Position	Category/Sector	Target Weight
BRK-B Berkshire Hathaway Inc.	Financial Services	10%
CVX Chevron Corporation	Energy	10%
GE General Electric Company	Industrials	10%
GOOG Alphabet Inc	Communication Services	10%
JNJ Johnson & Johnson	Healthcare	10%
MSFT Microsoft Corporation	Technology	10%
PG The Procter & Gamble Company	Consumer Defensive	10%
T AT&T Inc.	Communication Services	10%
WMT Walmart Inc.	Consumer Defensive	10%
XOM Exxon Mobil Corporation	Energy	10%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Top 10 stocks in 2008, 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 Apr 3, 2014, corresponding to the inception date of GOOG

Returns By Period

As of Apr 3, 2026, the Top 10 stocks in 2008 returned 7.91% Year-To-Date and 16.14% of annualized return in the last 10 years.

	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 Top 10 stocks in 2008	-0.30%	-1.96%	7.91%	12.84%	28.73%	24.68%	20.32%	16.14%
Portfolio components:
XOM Exxon Mobil Corporation	-0.06%	5.84%	34.42%	46.62%	40.06%	15.29%	27.66%	11.56%
MSFT Microsoft Corporation	1.11%	-7.54%	-22.60%	-27.29%	-1.52%	10.00%	9.94%	22.58%
GE General Electric Company	-3.94%	-15.73%	-8.59%	-5.86%	41.49%	54.57%	34.17%	7.77%
PG The Procter & Gamble Company	-0.67%	-10.39%	0.58%	-4.54%	-13.25%	1.10%	3.87%	8.50%
BRK-B Berkshire Hathaway Inc.	-0.24%	-0.83%	-5.03%	-3.74%	-11.23%	15.44%	13.08%	12.79%
GOOG Alphabet Inc	-0.15%	-2.93%	-6.10%	19.65%	86.00%	41.44%	22.67%	23.06%
CVX Chevron Corporation	0.79%	5.40%	31.83%	32.46%	24.90%	9.95%	18.30%	12.53%
WMT Walmart Inc.	0.84%	-1.46%	13.14%	24.19%	41.38%	37.98%	24.34%	20.62%
T AT&T Inc.	0.07%	-1.19%	15.38%	7.25%	5.08%	19.93%	10.68%	5.53%
JNJ Johnson & Johnson	-0.44%	-1.50%	18.06%	32.21%	60.80%	19.22%	11.44%	11.41%

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

Monthly Returns

Based on dividend-adjusted daily data since Apr 4, 2014, Top 10 stocks in 2008's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, your investment would double in approximately 4.8 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +14.1%, while the worst month was Mar 2020 at -11.4%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Top 10 stocks in 2008 closed higher 55% of trading days. The best single day was Mar 13, 2020 with a return of +9.7%, while the worst single day was Mar 16, 2020 at -9.9%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	5.59%	5.20%	-1.96%	-0.91%									7.91%
2025	5.29%	3.34%	-0.82%	-2.07%	4.86%	1.79%	2.67%	4.31%	2.78%	0.34%	3.62%	-0.44%	28.53%
2024	4.07%	4.02%	4.85%	0.31%	4.21%	1.03%	1.86%	2.97%	2.21%	-1.27%	4.97%	-3.91%	27.96%
2023	4.27%	-3.30%	6.40%	3.87%	-2.69%	4.61%	1.93%	0.73%	-1.25%	-2.00%	4.62%	0.89%	18.99%
2022	2.89%	0.01%	4.92%	-3.75%	1.58%	-7.96%	6.29%	-3.59%	-8.36%	13.20%	6.44%	-3.60%	5.99%
2021	1.09%	6.23%	4.72%	3.88%	1.78%	0.87%	0.86%	1.51%	-2.84%	6.48%	-4.00%	5.03%	28.08%

Benchmark Metrics

Top 10 stocks in 2008 has an annualized alpha of 5.47%, beta of 0.80, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since April 04, 2014.

This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (89.95%) than losses (68.97%) — typical of diversified or defensive assets.
This portfolio generated an annualized alpha of 5.47% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Alpha: 5.47%

Beta: 0.80

R²: 0.78

Upside Capture: 89.95%

Downside Capture: 68.97%

Expense Ratio

Top 10 stocks in 2008 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.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Risk / Return Rank

Top 10 stocks in 2008 ranks 91 for risk / return — in the top 91% 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	2.25	0.88	+1.37
Sortino ratio Return per unit of downside risk	3.07	1.37	+1.70
Omega ratio Gain probability vs. loss probability	1.52	1.21	+0.32
Calmar ratio Return relative to maximum drawdown	2.94	1.39	+1.55
Martin ratio Return relative to average drawdown	16.75	6.43	+10.32
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
XOM Exxon Mobil Corporation	80	1.58	2.06	1.28	2.51	6.57
MSFT Microsoft Corporation	35	-0.06	0.11	1.01	-0.05	-0.12
GE General Electric Company	75	1.27	1.73	1.25	1.86	6.67
PG The Procter & Gamble Company	12	-0.71	-0.87	0.90	-0.75	-1.39
BRK-B Berkshire Hathaway Inc.	15	-0.62	-0.73	0.90	-0.70	-1.19
GOOG Alphabet Inc	94	2.87	3.82	1.47	4.14	15.67
CVX Chevron Corporation	66	0.98	1.37	1.20	1.19	2.67
WMT Walmart Inc.	87	1.72	2.65	1.33	3.92	10.75
T AT&T Inc.	43	0.23	0.46	1.06	0.19	0.42
JNJ Johnson & Johnson	97	3.51	4.77	1.64	7.48	25.03

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.

Top 10 stocks in 2008 Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

1-Year: 2.25
5-Year: 1.55
10-Year: 1.01
All Time: 0.92

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 0.98 to 1.66, 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 Top 10 stocks in 2008 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

Top 10 stocks in 2008 provided a 1.75% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.75%	2.00%	2.13%	2.23%	2.10%	2.58%	2.94%	2.61%	3.05%	2.62%	2.56%	2.86%
Portfolio components:
XOM Exxon Mobil Corporation	2.51%	3.32%	3.57%	3.68%	3.22%	5.70%	8.44%	4.92%	4.74%	3.66%	3.30%	3.69%
MSFT Microsoft Corporation	0.93%	0.70%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%
GE General Electric Company	0.55%	0.47%	0.67%	0.25%	0.38%	0.34%	0.37%	4.12%	4.89%	4.81%	2.94%	2.95%
PG The Procter & Gamble Company	2.95%	2.91%	2.36%	2.55%	2.38%	2.08%	2.24%	2.37%	3.09%	2.98%	3.18%	3.31%
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%
GOOG Alphabet Inc	0.29%	0.26%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CVX Chevron Corporation	3.47%	4.49%	4.50%	4.05%	3.16%	4.52%	6.11%	3.95%	4.12%	3.45%	3.64%	4.76%
WMT Walmart Inc.	0.76%	0.84%	0.92%	1.45%	1.58%	1.52%	1.50%	1.78%	2.23%	2.07%	2.89%	3.20%
T AT&T Inc.	3.92%	4.47%	4.87%	6.62%	6.66%	8.46%	7.23%	5.22%	7.01%	5.04%	4.51%	5.46%
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%

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 Top 10 stocks in 2008. 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 10 stocks in 2008 was 31.66%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

The current Top 10 stocks in 2008 drawdown is 2.85%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-31.66%	Feb 13, 2020	27	Mar 23, 2020	166	Nov 16, 2020	193
-18.64%	Jan 29, 2018	229	Dec 24, 2018	59	Mar 21, 2019	288
-17.51%	Apr 21, 2022	113	Sep 30, 2022	80	Jan 26, 2023	193
-16.13%	Nov 24, 2014	189	Aug 25, 2015	79	Dec 16, 2015	268
-10.55%	Mar 3, 2025	27	Apr 8, 2025	27	May 16, 2025	54

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 10 assets, with an effective number of assets of 10.00, 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	WMT	PG	T	JNJ	GE	GOOG	MSFT	XOM	CVX	BRK-B	Portfolio
Benchmark	1.00	0.38	0.37	0.37	0.39	0.52	0.69	0.73	0.43	0.45	0.66	0.80
WMT	0.38	1.00	0.42	0.29	0.32	0.21	0.24	0.28	0.18	0.18	0.36	0.49
PG	0.37	0.42	1.00	0.35	0.47	0.18	0.21	0.27	0.19	0.19	0.39	0.50
T	0.37	0.29	0.35	1.00	0.35	0.30	0.18	0.17	0.32	0.32	0.45	0.55
JNJ	0.39	0.32	0.47	0.35	1.00	0.18	0.24	0.25	0.24	0.24	0.44	0.52
GE	0.52	0.21	0.18	0.30	0.18	1.00	0.30	0.28	0.36	0.37	0.45	0.61
GOOG	0.69	0.24	0.21	0.18	0.24	0.30	1.00	0.65	0.22	0.23	0.38	0.59
MSFT	0.73	0.28	0.27	0.17	0.25	0.28	0.65	1.00	0.19	0.23	0.40	0.57
XOM	0.43	0.18	0.19	0.32	0.24	0.36	0.22	0.19	1.00	0.83	0.46	0.65
CVX	0.45	0.18	0.19	0.32	0.24	0.37	0.23	0.23	0.83	1.00	0.45	0.65
BRK-B	0.66	0.36	0.39	0.45	0.44	0.45	0.38	0.40	0.46	0.45	1.00	0.72
Portfolio	0.80	0.49	0.50	0.55	0.52	0.61	0.59	0.57	0.65	0.65	0.72	1.00

The correlation results are calculated based on daily price changes starting from Apr 4, 2014

Top 10 stocks in 2008

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