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+1.63%
This Month
-11.13%
Year To Date
+56.27%
2 Years
+56.27%
5 Years
+56.27%
10 Years
+56.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💼 Commercial Services23.58%
- 💰 Finance21.31%
- 🖥️ Technology Services19.89%
- 💵 Cash16.14%
- 🍞 Consumer Non Durables11.84%
- 💇♀️ Consumer Services5.12%
- 🧬 Health Technology1.5%
- ❓ Other1%
- 🏥 Health Services0.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.22%
- 🇺🇸 NYSE21.65%
- Regular Trading Hours - RTH1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.04%
- 🇧🇷 Brazil10.19%
- 🇨🇦 Canada6.6%
- 🇮🇱 Israel4.02%
- 🇺🇾 Uruguay1.78%
- 🇩🇰 Denmark1.5%
- 🇱🇺 Luxembourg0.75%
Dividends
Dividend Yield
0.22%
5 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.45%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
2.93
2.93
0
0.8
1.2
0
3
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
3.4
3.4
0
1
2
4
4
Jensen's Alpha
-9.95
-9.95
-10
0
2
4.5
4.5
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
2.53
2.53
0
0.3
0.6
3
3
Beta
2.93
2.93
0
0.8
1.2
0
3
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
3.4
3.4
0
1
2
4
4
Jensen's Alpha
-9.95
-9.95
-10
0
2
4.5
4.5
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
2.53
2.53
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
13.62
High:
RELY
55.37RELYLow:
LMND
-24.4LMNDDetails
PEG Ratio
84.04
High:
LULU
354.67LULULow:LMND
-114.85LMNDDetails
Price/Book
3.8
High:
ADBE
9.7ADBELow:
WIX
-16.73WIXDetails
Price/Sales
2.24
High:LMND
6.76LMNDLow:
CLOV
0.58CLOVDetails
Price/CF
10.42
High:CLOV
44.47CLOVLow:
PAGS
2.78PAGSDetails
Price/FCF
13.05
High:
NVO
207.17NVOLow:PAGS
3.67PAGSDetails
P/E Ratio
13.62
High:RELY
55.37RELYLow:LMND
-24.4LMNDDetails
PEG Ratio
84.04
High:LULU
354.67LULULow:LMND
-114.85LMNDDetails
Price/Book
3.8
High:ADBE
9.7ADBELow:WIX
-16.73WIXDetails
Price/Sales
2.24
High:LMND
6.76LMNDLow:CLOV
0.58CLOVDetails
Price/CF
10.42
High:CLOV
44.47CLOVLow:PAGS
2.78PAGSDetails
Price/FCF
13.05
High:NVO
207.17NVOLow:PAGS
3.67PAGSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.67% | Oct 2025 | - | 6 |
-6.68% | Jul 2025 | Aug 2025 | 1 |