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+1.36%
This Month
-11.41%
Year To Date
+149.18%
2 Years
+97.97%
5 Years
+97.97%
10 Years
+30.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs50.27%
- 🍞 Consumer Non Durables40.29%
- 🚗 Consumer Durables9.28%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE80.21%
- 🇺🇸 Nasdaq19.63%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.95%
- 🇨🇦 Canada10.35%
- 🇨🇳 China9.28%
Dividends
Dividend Yield
0%
0 out of 6 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 6.8/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
19.2
19.2
-2
0
2
20
20
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
2.27
2.27
0
0.75
1.25
3
3
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
19.2
19.2
-2
0
2
20
20
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
2.27
2.27
0
0.75
1.25
3
3
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.06
High:
LI
132.88LILow:
KNDI
-1.43KNDIDetails
PEG Ratio
1,111.36
High:
ELF
1,111.36ELFLow:ELF
1,111.36ELFDetails
Price/Book
2.71
High:
LULU
3.66LULULow:KNDI
0.21KNDIDetails
Price/Sales
1.62
High:ELF
2.42ELFLow:KNDI
0.57KNDIDetails
Price/CF
14.25
High:ELF
18.59ELFLow:KNDI
3.7KNDIDetails
Price/FCF
21.84
High:LULU
22.19LULULow:KNDI
4.58KNDIDetails
P/E Ratio
21.06
High:LI
132.88LILow:KNDI
-1.43KNDIDetails
PEG Ratio
1,111.36
High:ELF
1,111.36ELFLow:ELF
1,111.36ELFDetails
Price/Book
2.71
High:LULU
3.66LULULow:KNDI
0.21KNDIDetails
Price/Sales
1.62
High:ELF
2.42ELFLow:KNDI
0.57KNDIDetails
Price/CF
14.25
High:ELF
18.59ELFLow:KNDI
3.7KNDIDetails
Price/FCF
21.84
High:LULU
22.19LULULow:KNDI
4.58KNDIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.23% | Aug 2023 | Jan 2025 | 17 |
-20.66% | Oct 2025 | - | 7 |