Loading...
+1.17%
This Month
+2.38%
Year To Date
+17.73%
2 Years
+34.47%
5 Years
+34.47%
10 Years
+6.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash61.18%
- 📊 ETFs9.54%
- 🏭 Industrial Services7.67%
- 🚗 Consumer Durables7.05%
- 💇♀️ Consumer Services4.69%
- 💻 Electronic Technology3.55%
- 🌾 Commodities2.15%
- 🪙 Cryptocurrencies2.07%
- 🪨 Non Energy Minerals1.39%
- 🖥️ Technology Services0.98%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq18.51%
- 🇺🇸 NYSE9.96%
- 🇺🇸 Chicago Board Options Exchange3.58%
- 🇬🇧 LSE2.83%
- 🌍 Commodity2.15%
- 🌍 Digital Currency2.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.23%
- 🇨🇳 China3.27%
- 🇬🇧 United Kingdom2.83%
Dividends
Dividend Yield
0.36%
4 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $TLT (4.3%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ANTO.L | Pay Day | Sep 30, 2025 | $0.17 |
Performance Metrics
Score 6.2/10
Beta
0.09
0.09
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
2.48
2.48
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
3.14
3.14
0
0.75
1.25
4
4
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
0.09
0.09
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
2.48
2.48
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
3.14
3.14
0
0.75
1.25
4
4
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.95
High:
TSLA
196.04TSLALow:
EH
-32.76EHDetails
PEG Ratio
8,274.7
High:
AAPL
24,779.06AAPLLow:EH
-178.74EHDetails
Price/Book
27.06
High:AAPL
54.11AAPLLow:
NIO
-76.32NIODetails
Price/Sales
8.93
High:EH
18.02EHLow:
PTON
1.32PTONDetails
Price/CF
31.44
High:TSLA
70.91TSLALow:
CCL.L
5.31CCL.LDetails
Price/FCF
47.42
High:
ANTO.L
335.87ANTO.LLow:PTON
8.71PTONDetails
P/E Ratio
45.95
High:TSLA
196.04TSLALow:EH
-32.76EHDetails
PEG Ratio
8,274.7
High:AAPL
24,779.06AAPLLow:EH
-178.74EHDetails
Price/Book
27.06
High:AAPL
54.11AAPLLow:NIO
-76.32NIODetails
Price/Sales
8.93
High:EH
18.02EHLow:PTON
1.32PTONDetails
Price/CF
31.44
High:TSLA
70.91TSLALow:CCL.L
5.31CCL.LDetails
Price/FCF
47.42
High:ANTO.L
335.87ANTO.LLow:PTON
8.71PTONDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.39% | Mar 2023 | Dec 2023 | 9 |
-3.6% | Apr 2021 | Sep 2021 | 5 |
-2.86% | Feb 2025 | Aug 2025 | 6 |
-2.74% | Jan 2024 | Feb 2024 | 1 |
-2.54% | Oct 2024 | Nov 2024 | 1 |
-2.35% | Dec 2021 | Jan 2022 | 1 |
-0.8% | Nov 2022 | Jan 2023 | 2 |
-0.71% | Apr 2022 | May 2022 | 1 |
-0.54% | Jun 2024 | Sep 2024 | 3 |
-0.38% | Dec 2024 | Jan 2025 | 1 |
-0.19% | Apr 2024 | May 2024 | 1 |