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-12.5%
This Month
-23.56%
Year To Date
+12.78%
2 Years
-16.3%
5 Years
+68.09%
10 Years
+8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables50.12%
- 💰 Finance34.65%
- 🖥️ Technology Services12.83%
- 🪙 Cryptocurrencies1.91%
- 💵 Cash0.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.95%
- 🇺🇸 NYSE34.65%
- 🌍 Digital Currency1.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States97.6%
Dividends
Dividend Yield
0.25%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $V (0.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 V | 0.25% | 0.73% | $2.01 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-2.33
-2.33
-3
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-2.33
-2.33
-3
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
130.1
High:
TSLA
372.52TSLALow:
MSTR
-2.36MSTRDetails
PEG Ratio
225.7
High:V
225.7VLow:V
225.7VDetails
Price/Book
16.91
High:V
18.72VLow:MSTR
0.89MSTRDetails
Price/Sales
14.96
High:MSTR
64.43MSTRLow:TSLA
14.74TSLADetails
Price/CF
53.75
High:MSTR
7,511.07MSTRLow:V
25.45VDetails
Price/FCF
95.16
High:MSTR
1,187.5MSTRLow:V
35.51VDetails
P/E Ratio
130.1
High:TSLA
372.52TSLALow:MSTR
-2.36MSTRDetails
PEG Ratio
225.7
High:V
225.7VLow:V
225.7VDetails
Price/Book
16.91
High:V
18.72VLow:MSTR
0.89MSTRDetails
Price/Sales
14.96
High:MSTR
64.43MSTRLow:TSLA
14.74TSLADetails
Price/CF
53.75
High:MSTR
7,511.07MSTRLow:V
25.45VDetails
Price/FCF
95.16
High:MSTR
1,187.5MSTRLow:V
35.51VDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.01% | Nov 2021 | Nov 2024 | 36 |
-35.38% | Oct 2025 | - | 10 |
-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 |