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-9.05%
This Month
-13.71%
Year To Date
+23.65%
2 Years
+73.72%
5 Years
+73.72%
10 Years
+16.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs51.42%
- 🧩 Miscellaneous43.57%
- 🚗 Consumer Durables1.35%
- 💼 Commercial Services0.77%
- 🛍️ Retail Trade0.67%
- 🖥️ Technology Services0.59%
- 💰 Finance0.57%
- 💻 Electronic Technology0.41%
- 💵 Cash0.33%
- 💇♀️ Consumer Services0.22%
- 🍞 Consumer Non Durables0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE78.49%
- 🇺🇸 Nasdaq21.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.77%
Dividends
Dividend Yield
0.46%
11 out of 45 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PG (2.95%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
1.28
1.28
0
0.5
1
2
2
Sortino Ratio
2.45
2.45
0
1
2
3
3
Jensen's Alpha
5.42
5.42
-2
0
2
6
6
Omega Ratio
2.31
2.31
0
1
1.5
3
3
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
2.3
2.3
0
0.3
0.6
3
3
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
1.28
1.28
0
0.5
1
2
2
Sortino Ratio
2.45
2.45
0
1
2
3
3
Jensen's Alpha
5.42
5.42
-2
0
2
6
6
Omega Ratio
2.31
2.31
0
1
1.5
3
3
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
2.3
2.3
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
38.55
High:
TSLA
345.49TSLALow:
PG
21.4PGDetails
PEG Ratio
152.99
High:
MCD
535.73MCDLow:
NDAQ
45.16NDAQDetails
Price/Book
10.04
High:
NVDA
26.95NVDALow:MCD
-123.38MCDDetails
Price/Sales
7.63
High:NVDA
19.73NVDALow:
AMZN
3.16AMZNDetails
Price/CF
31.18
High:TSLA
107.92TSLALow:AMZN
17.97AMZNDetails
Price/FCF
91.52
High:
BLK
440.38BLKLow:
SPGI
36.83SPGIDetails
P/E Ratio
38.55
High:TSLA
345.49TSLALow:PG
21.4PGDetails
PEG Ratio
152.99
High:MCD
535.73MCDLow:NDAQ
45.16NDAQDetails
Price/Book
10.04
High:NVDA
26.95NVDALow:MCD
-123.38MCDDetails
Price/Sales
7.63
High:NVDA
19.73NVDALow:AMZN
3.16AMZNDetails
Price/CF
31.18
High:TSLA
107.92TSLALow:AMZN
17.97AMZNDetails
Price/FCF
91.52
High:BLK
440.38BLKLow:SPGI
36.83SPGIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.53% | Feb 2026 | - | 3 |
-9.83% | Aug 2023 | Dec 2023 | 4 |
-7.65% | Feb 2025 | Jun 2025 | 4 |
-4.65% | Dec 2022 | Jan 2023 | 1 |
-4.61% | Apr 2024 | Jun 2024 | 2 |
-2.87% | Dec 2024 | Jan 2025 | 1 |
-2.56% | Feb 2023 | Mar 2023 | 1 |
-1.12% | Oct 2024 | Nov 2024 | 1 |
-0.4% | Nov 2025 | Jan 2026 | 2 |