Loading...
+5.9%
This Month
+13.98%
Year To Date
+62.71%
2 Years
+97.98%
5 Years
+255.67%
10 Years
+20.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous54.4%
- 📊 ETFs34.21%
- 💻 Electronic Technology8.03%
- 🖥️ Technology Services1.48%
- 💵 Cash0.64%
- 🚗 Consumer Durables0.58%
- 🛠️ Producer Manufacturing0.55%
- 🍞 Consumer Non Durables0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.35%
- 🇺🇸 NYSE34.12%
- 🇬🇧 LSE5.66%
- 🇩🇪 Xetra ETFs0.26%
- Regular Trading Hours - RTH0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.01%
Dividends
Dividend Yield
0.22%
7 out of 19 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $F (3.92%)
Performance Metrics
Score 7.2/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
7.41
7.41
-2
0
2
8
8
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
7.41
7.41
-2
0
2
8
8
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
45.62
High:
TSLA
396.12TSLALow:
F
-10.89FDetails
PEG Ratio
104.3
High:
DECK
145.36DECKLow:
NVDA
30.03NVDADetails
Price/Book
18.46
High:
AAPL
42.47AAPLLow:F
1.73FDetails
Price/Sales
13.58
High:
AVGO
30.21AVGOLow:F
0.33FDetails
Price/CF
29.79
High:TSLA
79.58TSLALow:F
2.48FDetails
Price/FCF
45.91
High:TSLA
187.89TSLALow:F
6.57FDetails
P/E Ratio
45.62
High:TSLA
396.12TSLALow:F
-10.89FDetails
PEG Ratio
104.3
High:DECK
145.36DECKLow:NVDA
30.03NVDADetails
Price/Book
18.46
High:AAPL
42.47AAPLLow:F
1.73FDetails
Price/Sales
13.58
High:AVGO
30.21AVGOLow:F
0.33FDetails
Price/CF
29.79
High:TSLA
79.58TSLALow:F
2.48FDetails
Price/FCF
45.91
High:TSLA
187.89TSLALow:F
6.57FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.1% | Nov 2021 | Jan 2024 | 26 |
-15.93% | Mar 2020 | Jun 2020 | 3 |
-6.73% | Mar 2026 | Apr 2026 | 1 |
-5.98% | Feb 2025 | May 2025 | 3 |
-4.88% | Sep 2021 | Oct 2021 | 1 |
-4.01% | Apr 2024 | May 2024 | 1 |
-3.51% | Oct 2020 | Nov 2020 | 1 |
-1.79% | Feb 2021 | Apr 2021 | 2 |
-1.36% | May 2021 | Jun 2021 | 1 |
-0.68% | Oct 2024 | Nov 2024 | 1 |
-0.49% | Jul 2021 | Aug 2021 | 1 |
-0.48% | Dec 2025 | Jan 2026 | 1 |
-0.25% | Dec 2024 | Jan 2025 | 1 |