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+1.08%
This Month
+0.93%
Year To Date
+38.54%
2 Years
+84.98%
5 Years
+84.98%
10 Years
+24.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs73.14%
- 🖥️ Technology Services14.36%
- 💵 Cash9.43%
- 🧬 Health Technology3.54%
- 🚗 Consumer Durables1.77%
- 💰 Finance1.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.82%
- 🇺🇸 Nasdaq17.36%
- 🇺🇸 Chicago Board Options Exchange14.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.9%
Dividends
Dividend Yield
0.1%
1 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ABBV (2.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ABBV | 0.1% | 2.7% | $6.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
1.41
1.41
0
0.5
1
2
2
Sortino Ratio
3.12
3.12
0
1
2
4
4
Jensen's Alpha
6.02
6.02
-2
0
2
7
7
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
2.05
2.05
0
0.75
1.25
3
3
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
2.68
2.68
0
0.3
0.6
3
3
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
1.41
1.41
0
0.5
1
2
2
Sortino Ratio
3.12
3.12
0
1
2
4
4
Jensen's Alpha
6.02
6.02
-2
0
2
7
7
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
2.05
2.05
0
0.75
1.25
3
3
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
2.68
2.68
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
205.73
High:
TSLA
372.52TSLALow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-2,039.3
High:
PLTR
50.33PLTRLow:CRWD
-5,401.66CRWDDetails
Price/Book
33.44
High:CRWD
41.13CRWDLow:ABBV
-67.98ABBVDetails
Price/Sales
16.74
High:PLTR
62.4PLTRLow:
COIN
6.36COINDetails
Price/CF
50.61
High:PLTR
138.09PLTRLow:ABBV
18.18ABBVDetails
Price/FCF
98.17
High:TSLA
187.89TSLALow:COIN
26.32COINDetails
P/E Ratio
205.73
High:TSLA
372.52TSLALow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-2,039.3
High:PLTR
50.33PLTRLow:CRWD
-5,401.66CRWDDetails
Price/Book
33.44
High:CRWD
41.13CRWDLow:ABBV
-67.98ABBVDetails
Price/Sales
16.74
High:PLTR
62.4PLTRLow:COIN
6.36COINDetails
Price/CF
50.61
High:PLTR
138.09PLTRLow:ABBV
18.18ABBVDetails
Price/FCF
98.17
High:TSLA
187.89TSLALow:COIN
26.32COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.48% | Nov 2025 | May 2026 | 6 |
-4.24% | Jun 2026 | - | 2 |
-4.02% | Feb 2025 | Apr 2025 | 2 |
-3.57% | Aug 2023 | Nov 2023 | 3 |
-2.92% | Apr 2024 | May 2024 | 1 |
-1.7% | Dec 2024 | Jan 2025 | 1 |
-0.85% | Oct 2024 | Nov 2024 | 1 |