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+2.13%
This Month
+6.4%
Year To Date
+196.85%
2 Years
+61.99%
5 Years
+1299%
10 Years
+60.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables49.96%
- 💼 Commercial Services21.64%
- 💻 Electronic Technology11.96%
- 📊 ETFs6.96%
- 🧩 Miscellaneous5.63%
- 🛠️ Producer Manufacturing3.6%
- 💵 Cash0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE72.75%
- 🇺🇸 Nasdaq14.41%
- 🇩🇪 Xetra ETFs6.96%
- 🇬🇧 LSE5.63%
Countries Breakdown
- Country
- Total
- 🇨🇳 China49.96%
- 🇺🇸 United States37.21%
Dividends
Dividend Yield
0.02%
1 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PYPL (0.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PYPL | 0.02% | 0.62% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
2.22
2.22
0
1
2
3
3
Jensen's Alpha
61.57
61.57
-2
0
2
62
62
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
3.73
3.73
0
0.75
1.25
4
4
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
0.68
0.68
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
2.22
2.22
0
1
2
3
3
Jensen's Alpha
61.57
61.57
-2
0
2
62
62
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
3.73
3.73
0
0.75
1.25
4
4
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
0.68
0.68
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-21.13
High:
XYZ
28.4XYZLow:
OUST
-17.54OUSTDetails
PEG Ratio
-20.42
High:PYPL
23.7PYPLLow:
AEVA
-46.48AEVADetails
Price/Book
2.92
High:AEVA
61.65AEVALow:XYZ
1.62XYZDetails
Price/Sales
1.41
High:
SMR
102.69SMRLow:PYPL
1.28PYPLDetails
Price/CF
14.01
High:XYZ
15.49XYZLow:PYPL
8.54PYPLDetails
Price/FCF
15.23
High:XYZ
16.48XYZLow:PYPL
10.09PYPLDetails
P/E Ratio
-21.13
High:XYZ
28.4XYZLow:OUST
-17.54OUSTDetails
PEG Ratio
-20.42
High:PYPL
23.7PYPLLow:AEVA
-46.48AEVADetails
Price/Book
2.92
High:AEVA
61.65AEVALow:XYZ
1.62XYZDetails
Price/Sales
1.41
High:SMR
102.69SMRLow:PYPL
1.28PYPLDetails
Price/CF
14.01
High:XYZ
15.49XYZLow:PYPL
8.54PYPLDetails
Price/FCF
15.23
High:XYZ
16.48XYZLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.04% | Sep 2021 | May 2025 | 44 |
-28.86% | Nov 2025 | - | 6 |
-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 |