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-5.49%
This Month
-10.24%
Year To Date
+50.61%
2 Years
-1.01%
5 Years
+97.37%
10 Years
+11.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables56.24%
- 💰 Finance25.65%
- 🖥️ Technology Services15.7%
- 🪙 Cryptocurrencies2.08%
- 💵 Cash0.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.95%
- 🇺🇸 NYSE25.65%
- 🌍 Digital Currency2.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States97.31%
- 🇨🇳 China0.29%
Dividends
Dividend Yield
0.2%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $V (0.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 V | 0.2% | 0.79% | $2.01 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-1.24
-1.24
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-1.24
-1.24
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
146.27
High:
TSLA
381.63TSLALow:
NIU
-73.43NIUDetails
PEG Ratio
555.49
High:V
562.66VLow:NIU
-80.96NIUDetails
Price/Book
16.27
High:TSLA
18.75TSLALow:
MSTR
0.91MSTRDetails
Price/Sales
15.33
High:MSTR
79.27MSTRLow:NIU
0.46NIUDetails
Price/CF
72.84
High:MSTR
7,511.07MSTRLow:V
27.73VDetails
Price/FCF
129.02
High:MSTR
1,187.5MSTRLow:V
37.31VDetails
P/E Ratio
146.27
High:TSLA
381.63TSLALow:NIU
-73.43NIUDetails
PEG Ratio
555.49
High:V
562.66VLow:NIU
-80.96NIUDetails
Price/Book
16.27
High:TSLA
18.75TSLALow:MSTR
0.91MSTRDetails
Price/Sales
15.33
High:MSTR
79.27MSTRLow:NIU
0.46NIUDetails
Price/CF
72.84
High:MSTR
7,511.07MSTRLow:V
27.73VDetails
Price/FCF
129.02
High:MSTR
1,187.5MSTRLow:V
37.31VDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.01% | Nov 2021 | Nov 2024 | 36 |
-24.12% | Oct 2025 | - | 5 |
-21.08% | Feb 2025 | Sep 2025 | 7 |
-19.11% | Feb 2020 | May 2020 | 3 |
-17.87% | Feb 2021 | Oct 2021 | 8 |
-8.76% | Oct 2020 | Nov 2020 | 1 |
-1.66% | Dec 2024 | Jan 2025 | 1 |
-0.35% | Jun 2020 | Jul 2020 | 1 |