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-1.08%
This Month
-6%
Year To Date
+56.11%
2 Years
+42.13%
5 Years
+321.89%
10 Years
+25.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables34.6%
- 💵 Cash23.48%
- 💰 Finance19.39%
- 📊 ETFs12.92%
- 🖥️ Technology Services10.07%
- 💻 Electronic Technology3.15%
- 🛍️ Retail Trade2.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.12%
- 🇺🇸 NYSE34.44%
- 🇺🇸 Chicago Board Options Exchange0.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.44%
- 🇰🇾 Cayman Islands3.42%
- 🇳🇱 Netherlands3.15%
Dividends
Dividend Yield
0.21%
7 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CRM (0.87%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
10.59
10.59
-2
0
2
11
11
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.69
1.69
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
10.59
10.59
-2
0
2
11
11
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.69
1.69
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
61.82
High:
TSLA
377.27TSLALow:
CRM
24.73CRMDetails
PEG Ratio
235.28
High:
V
564.33VLow:
NU
57.26NUDetails
Price/Book
13.57
High:
MA
60.42MALow:CRM
3.03CRMDetails
Price/Sales
10.2
High:TSLA
15.15TSLALow:
WMT
1.44WMTDetails
Price/CF
42.86
High:TSLA
107.92TSLALow:NU
9.67NUDetails
Price/FCF
95.92
High:TSLA
255.88TSLALow:NU
9.68NUDetails
P/E Ratio
61.82
High:TSLA
377.27TSLALow:CRM
24.73CRMDetails
PEG Ratio
235.28
High:V
564.33VLow:NU
57.26NUDetails
Price/Book
13.57
High:MA
60.42MALow:CRM
3.03CRMDetails
Price/Sales
10.2
High:TSLA
15.15TSLALow:WMT
1.44WMTDetails
Price/CF
42.86
High:TSLA
107.92TSLALow:NU
9.67NUDetails
Price/FCF
95.92
High:TSLA
255.88TSLALow:NU
9.68NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.37% | Nov 2021 | Dec 2024 | 37 |
-16.16% | Feb 2025 | Sep 2025 | 7 |
-8.52% | Feb 2020 | Apr 2020 | 2 |
-6% | Jan 2026 | - | 3 |
-4.19% | Mar 2021 | Jun 2021 | 3 |
-3.9% | Jul 2021 | Aug 2021 | 1 |
-3.71% | Sep 2020 | Nov 2020 | 2 |
-1.58% | Sep 2021 | Oct 2021 | 1 |
-1.56% | Nov 2025 | Dec 2025 | 1 |