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-0.39%
This Month
-10.51%
Year To Date
+62.33%
2 Years
+127.59%
5 Years
+127.59%
10 Years
+20.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables52.08%
- 🖥️ Technology Services15.01%
- ❓ Other11.37%
- 📊 ETFs7.56%
- 🧩 Miscellaneous5.51%
- 💰 Finance3.48%
- 🛍️ Retail Trade3.44%
- 💵 Cash2.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq72.85%
- Regular Trading Hours - RTH11.37%
- 🇺🇸 NYSE10.57%
- 🇺🇸 Chicago Board Options Exchange2.54%
- 🇩🇪 FRA1.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.6%
- 🇨🇳 China3.44%
- 🇯🇵 Japan1.36%
- 🇩🇪 Germany1.1%
Dividends
Dividend Yield
0.19%
3 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $P911.DE (5.84%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
1.96
1.96
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
12.09
12.09
-2
0
2
13
13
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
1.96
1.96
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
12.09
12.09
-2
0
2
13
13
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
443.89
High:
TSLA
377.27TSLALow:
CLSK
-9.95CLSKDetails
PEG Ratio
21.52
High:
INVH
58.23INVHLow:
ASST
-1.01ASSTDetails
Price/Book
14.81
High:TSLA
18.54TSLALow:ASST
0.41ASSTDetails
Price/Sales
14.07
High:ASST
152.76ASSTLow:
P911.DE
0.93P911.DEDetails
Price/CF
102.93
High:
MSTR
7,511.07MSTRLow:P911.DE
7.74P911.DEDetails
Price/FCF
259.87
High:
BABA
1,196.17BABALow:CLSK
59.99CLSKDetails
P/E Ratio
443.89
High:TSLA
377.27TSLALow:CLSK
-9.95CLSKDetails
PEG Ratio
21.52
High:INVH
58.23INVHLow:ASST
-1.01ASSTDetails
Price/Book
14.81
High:TSLA
18.54TSLALow:ASST
0.41ASSTDetails
Price/Sales
14.07
High:ASST
152.76ASSTLow:P911.DE
0.93P911.DEDetails
Price/CF
102.93
High:MSTR
7,511.07MSTRLow:P911.DE
7.74P911.DEDetails
Price/FCF
259.87
High:BABA
1,196.17BABALow:CLSK
59.99CLSKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.79% | Jan 2022 | Jul 2023 | 18 |
-22.57% | Oct 2025 | - | 6 |
-21.36% | Feb 2025 | Sep 2025 | 7 |
-17.02% | Jan 2024 | Feb 2024 | 1 |
-16.54% | Aug 2023 | Dec 2023 | 4 |
-13.83% | Apr 2024 | Jul 2024 | 3 |
-10.21% | Aug 2024 | Sep 2024 | 1 |
-4.31% | Dec 2024 | Jan 2025 | 1 |