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-4.45%
This Month
-0.36%
Year To Date
+38.02%
2 Years
+82.6%
5 Years
+82.6%
10 Years
+24.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs72.6%
- 🖥️ Technology Services15.64%
- 💵 Cash9.26%
- 🧬 Health Technology2.88%
- 🚗 Consumer Durables2%
- 💰 Finance1.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.23%
- 🇺🇸 Nasdaq18.88%
- 🇺🇸 Chicago Board Options Exchange14.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.76%
Dividends
Dividend Yield
0.09%
1 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ABBV (3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ABBV | 0.09% | 3% | $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
215.52
High:
TSLA
382.29TSLALow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-1,766.72
High:
PLTR
56.24PLTRLow:CRWD
-5,187.17CRWDDetails
Price/Book
31.74
High:PLTR
40.2PLTRLow:ABBV
-59.71ABBVDetails
Price/Sales
18.6
High:PLTR
69.73PLTRLow:ABBV
6.35ABBVDetails
Price/CF
60.57
High:PLTR
138.09PLTRLow:ABBV
18.18ABBVDetails
Price/FCF
109.86
High:TSLA
187.89TSLALow:
COIN
26.32COINDetails
P/E Ratio
215.52
High:TSLA
382.29TSLALow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-1,766.72
High:PLTR
56.24PLTRLow:CRWD
-5,187.17CRWDDetails
Price/Book
31.74
High:PLTR
40.2PLTRLow:ABBV
-59.71ABBVDetails
Price/Sales
18.6
High:PLTR
69.73PLTRLow:ABBV
6.35ABBVDetails
Price/CF
60.57
High:PLTR
138.09PLTRLow:ABBV
18.18ABBVDetails
Price/FCF
109.86
High:TSLA
187.89TSLALow:COIN
26.32COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.48% | Nov 2025 | May 2026 | 6 |
-4.45% | Jun 2026 | - | 1 |
-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 |