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+0.69%
This Month
-8.9%
Year To Date
+27.92%
2 Years
+45.86%
5 Years
+135.4%
10 Years
+14.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology33.02%
- 🪙 Cryptocurrencies18.01%
- 💰 Finance16.91%
- 🖥️ Technology Services16.73%
- 💵 Cash8.08%
- 🚗 Consumer Durables5.38%
- ❓ Other2%
- 🧪 Process Industries0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.57%
- 🌍 Digital Currency18.01%
- 🇺🇸 NYSE13.49%
- Regular Trading Hours - RTH2%
- 🇺🇸 OTC Markets Stock Exchange1.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.16%
Dividends
Dividend Yield
0.57%
7 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HTZWW (24.02%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
1.97
1.97
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
1.97
1.97
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.87
High:
TSLA
377.27TSLALow:
HTZ
-1.73HTZDetails
PEG Ratio
203.32
High:
JPM
1,118.42JPMLow:HTZ
-2.34HTZDetails
Price/Book
15.72
High:
PLTR
49.59PLTRLow:HTZ
-2.95HTZDetails
Price/Sales
14.52
High:PLTR
88.09PLTRLow:HTZ
0.16HTZDetails
Price/CF
34.25
High:PLTR
214.31PLTRLow:HTZ
0.99HTZDetails
Price/FCF
50.37
High:TSLA
255.88TSLALow:HTZ
0.31HTZDetails
P/E Ratio
34.87
High:TSLA
377.27TSLALow:HTZ
-1.73HTZDetails
PEG Ratio
203.32
High:JPM
1,118.42JPMLow:HTZ
-2.34HTZDetails
Price/Book
15.72
High:PLTR
49.59PLTRLow:HTZ
-2.95HTZDetails
Price/Sales
14.52
High:PLTR
88.09PLTRLow:HTZ
0.16HTZDetails
Price/CF
34.25
High:PLTR
214.31PLTRLow:HTZ
0.99HTZDetails
Price/FCF
50.37
High:TSLA
255.88TSLALow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.27% | Jul 2021 | Jun 2024 | 35 |
-22.83% | Jan 2020 | Oct 2020 | 9 |
-14.86% | Nov 2025 | - | 5 |
-10.68% | Dec 2024 | May 2025 | 5 |
-10.01% | Feb 2021 | Jun 2021 | 4 |
-0.47% | Sep 2024 | Oct 2024 | 1 |
-0.38% | Aug 2025 | Sep 2025 | 1 |
-0.1% | Jul 2024 | Aug 2024 | 1 |