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-66.87%
This Month
+30.23%
Year To Date
+473.08%
2 Years
+140.54%
5 Years
+140.54%
10 Years
+19.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧪 Process Industries59.34%
- 🖥️ Technology Services40.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.34%
- 🇺🇸 NYSE40.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0.33%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ORCL (0.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ORCL | 0.33% | 0.81% | $1.6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
-0.29
-0.29
-1
0.8
1.2
-1
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
2.28
2.28
0
1
2
3
3
Jensen's Alpha
131.95
131.95
-2
0
2
132
132
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
-23.77
-23.77
-24
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Beta
-0.29
-0.29
-1
0.8
1.2
-1
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
2.28
2.28
0
1
2
3
3
Jensen's Alpha
131.95
131.95
-2
0
2
132
132
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
-23.77
-23.77
-24
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
55.99
High:
ORCL
55.75ORCLLow:
LWLG
-33.86LWLGDetails
PEG Ratio
-104.29
High:ORCL
496.25ORCLLow:LWLG
-515.73LWLGDetails
Price/Book
28.32
High:ORCL
28.33ORCLLow:LWLG
25.57LWLGDetails
Price/Sales
11.89
High:LWLG
7,740.26LWLGLow:ORCL
11.87ORCLDetails
Price/CF
30.55
High:ORCL
30.55ORCLLow:ORCL
30.55ORCLDetails
Price/FCF
348.36
High:ORCL
348.36ORCLLow:ORCL
348.36ORCLDetails
P/E Ratio
55.99
High:ORCL
55.75ORCLLow:LWLG
-33.86LWLGDetails
PEG Ratio
-104.29
High:ORCL
496.25ORCLLow:LWLG
-515.73LWLGDetails
Price/Book
28.32
High:ORCL
28.33ORCLLow:LWLG
25.57LWLGDetails
Price/Sales
11.89
High:LWLG
7,740.26LWLGLow:ORCL
11.87ORCLDetails
Price/CF
30.55
High:ORCL
30.55ORCLLow:ORCL
30.55ORCLDetails
Price/FCF
348.36
High:ORCL
348.36ORCLLow:ORCL
348.36ORCLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.03% | Sep 2025 | - | 3 |
-68.39% | May 2021 | Mar 2024 | 34 |
-37.45% | Apr 2024 | Nov 2024 | 7 |
-20.59% | Feb 2021 | Apr 2021 | 2 |
-10.18% | Jul 2025 | Aug 2025 | 1 |
-2.58% | Dec 2024 | Jan 2025 | 1 |