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-2.03%
This Month
+30.72%
Year To Date
+54.62%
2 Years
+173.55%
5 Years
+173.55%
10 Years
+26.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧪 Process Industries15.82%
- ⛏️ Energy Minerals15.2%
- 🚗 Consumer Durables14.78%
- 🏭 Industrial Services11.37%
- 💵 Cash10.66%
- 💼 Commercial Services9.62%
- 🛍️ Retail Trade9.08%
- 📦 Distribution Services5.15%
- 🧬 Health Technology5.1%
- 🪨 Non Energy Minerals3.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.37%
- 🇺🇸 Nasdaq31.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States89.31%
Dividends
Dividend Yield
0%
0 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
13.16
13.16
-2
0
2
14
14
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.9
1.9
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
1.45
1.45
0
0.3
0.6
2
2
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
13.16
13.16
-2
0
2
14
14
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.9
1.9
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
1.45
1.45
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-12.93
High:
ASLE
51.32ASLELow:
GCO
-123.4GCODetails
PEG Ratio
-6.91
High:
KMX
39.88KMXLow:GCO
-128.53GCODetails
Price/Book
0.73
High:
MTUS
1.04MTUSLow:
REI
0.23REIDetails
Price/Sales
0.32
High:
SCYX
11.16SCYXLow:
TBI
0.09TBIDetails
Price/CF
4.56
High:
LGIH
174.87LGIHLow:
VTLE
0.56VTLEDetails
Price/FCF
13.4
High:LGIH
190.01LGIHLow:REI
5.16REIDetails
P/E Ratio
-12.93
High:ASLE
51.32ASLELow:GCO
-123.4GCODetails
PEG Ratio
-6.91
High:KMX
39.88KMXLow:GCO
-128.53GCODetails
Price/Book
0.73
High:MTUS
1.04MTUSLow:REI
0.23REIDetails
Price/Sales
0.32
High:SCYX
11.16SCYXLow:TBI
0.09TBIDetails
Price/CF
4.56
High:LGIH
174.87LGIHLow:VTLE
0.56VTLEDetails
Price/FCF
13.4
High:LGIH
190.01LGIHLow:REI
5.16REIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.94% | Nov 2021 | Nov 2022 | 12 |
-16.01% | Dec 2024 | Jun 2025 | 6 |
-10.5% | Feb 2023 | Jun 2023 | 4 |
-7.98% | Aug 2024 | Nov 2024 | 3 |
-6.39% | Jun 2021 | Aug 2021 | 2 |
-5.48% | Aug 2023 | Nov 2023 | 3 |
-4.61% | Sep 2025 | Nov 2025 | 2 |
-2.63% | Jan 2024 | Mar 2024 | 2 |
-2.03% | Dec 2025 | - | 1 |
-0.96% | Apr 2024 | May 2024 | 1 |