Loading...
-2.25%
This Month
+85.62%
Year To Date
+205.36%
2 Years
+719.25%
5 Years
+1244.48%
10 Years
+64.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables41.73%
- 💼 Commercial Services23.97%
- 💻 Electronic Technology18.15%
- 🛠️ Producer Manufacturing8.58%
- 📊 ETFs7.57%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE68.66%
- 🇺🇸 Nasdaq23.78%
- 🇩🇪 Xetra ETFs7.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.59%
- 🇨🇳 China43.85%
Dividends
Dividend Yield
0.01%
1 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PYPL (0.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PYPL | 0.01% | 0.22% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
2.32
2.32
0
1
2
3
3
Jensen's Alpha
67.06
67.06
-2
0
2
68
68
Omega Ratio
2.12
2.12
0
1
1.5
3
3
Treynor Ratio
3.98
3.98
0
0.75
1.25
4
4
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
2.32
2.32
0
1
2
3
3
Jensen's Alpha
67.06
67.06
-2
0
2
68
68
Omega Ratio
2.12
2.12
0
1
1.5
3
3
Treynor Ratio
3.98
3.98
0
0.75
1.25
4
4
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-30.54
High:
HSAI
44.85HSAILow:
OUST
-15.04OUSTDetails
PEG Ratio
-50.16
High:
PYPL
63.36PYPLLow:
NIO
-92.8NIODetails
Price/Book
2.55
High:
AEVA
26.56AEVALow:
XYZ
1.65XYZDetails
Price/Sales
1.55
High:AEVA
59.26AEVALow:NIO
1.23NIODetails
Price/CF
17.94
High:XYZ
22.78XYZLow:PYPL
10.02PYPLDetails
Price/FCF
19.82
High:XYZ
24.53XYZLow:PYPL
11.57PYPLDetails
P/E Ratio
-30.54
High:HSAI
44.85HSAILow:OUST
-15.04OUSTDetails
PEG Ratio
-50.16
High:PYPL
63.36PYPLLow:NIO
-92.8NIODetails
Price/Book
2.55
High:AEVA
26.56AEVALow:XYZ
1.65XYZDetails
Price/Sales
1.55
High:AEVA
59.26AEVALow:NIO
1.23NIODetails
Price/CF
17.94
High:XYZ
22.78XYZLow:PYPL
10.02PYPLDetails
Price/FCF
19.82
High:XYZ
24.53XYZLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.04% | Sep 2021 | May 2025 | 44 |
-25.49% | Nov 2025 | - | 2 |
-25.29% | May 2021 | Aug 2021 | 3 |
-11.67% | Aug 2020 | Nov 2020 | 3 |
-10.35% | Mar 2020 | Apr 2020 | 1 |
-5.01% | May 2020 | Jul 2020 | 2 |