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+1.22%
This Month
+14.33%
Year To Date
+96.38%
2 Years
+87.89%
5 Years
+87.89%
10 Years
+23.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables41.84%
- 💰 Finance20.06%
- 🖥️ Technology Services17.92%
- 💻 Electronic Technology10.47%
- 📊 ETFs9.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq79.94%
- 🇺🇸 NYSE20.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.29%
Dividends
Dividend Yield
0.47%
5 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BAC (1.94%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
9.81
9.81
-2
0
2
10
10
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
2.76
2.76
0
0.75
1.25
3
3
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
9.81
9.81
-2
0
2
10
10
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
2.76
2.76
0
0.75
1.25
3
3
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.34
High:
TSLA
372.52TSLALow:
BAC
14.81BACDetails
PEG Ratio
60.52
High:
MSFT
77.41MSFTLow:
NVDA
29.49NVDADetails
Price/Book
10.93
High:NVDA
26.14NVDALow:BAC
1.54BACDetails
Price/Sales
11.37
High:NVDA
20.3NVDALow:BAC
2.27BACDetails
Price/CF
24.46
High:TSLA
79.58TSLALow:
GS
2.27GSDetails
Price/FCF
41.85
High:TSLA
187.89TSLALow:GS
2.44GSDetails
P/E Ratio
39.34
High:TSLA
372.52TSLALow:BAC
14.81BACDetails
PEG Ratio
60.52
High:MSFT
77.41MSFTLow:NVDA
29.49NVDADetails
Price/Book
10.93
High:NVDA
26.14NVDALow:BAC
1.54BACDetails
Price/Sales
11.37
High:NVDA
20.3NVDALow:BAC
2.27BACDetails
Price/CF
24.46
High:TSLA
79.58TSLALow:GS
2.27GSDetails
Price/FCF
41.85
High:TSLA
187.89TSLALow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.6% | Jul 2023 | Sep 2025 | 26 |
-7.94% | Jan 2026 | Apr 2026 | 3 |
-6.47% | Jun 2026 | Aug 2026 | 2 |