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-0.49%
This Month
-0.49%
Year To Date
+4.7%
2 Years
+15.94%
5 Years
+15.94%
10 Years
+3.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance35.61%
- 🍞 Consumer Non Durables21.46%
- 🏥 Health Services14.6%
- 🚚 Transportation12.02%
- ⛏️ Energy Minerals10.1%
- 🛍️ Retail Trade5.56%
- 💵 Cash0.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE83.16%
- 🇺🇸 Nasdaq16.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.51%
- 🇬🇧 United Kingdom10.84%
Dividends
Dividend Yield
2.18%
5 out of 8 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BTI (5.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BTI | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 3/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-2.17
-2.17
-3
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-2.17
-2.17
-3
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.18
High:
AMZN
32.63AMZNLow:
UBER
10.74UBERDetails
PEG Ratio
454.24
High:
JPM
1,131.13JPMLow:UBER
3.88UBERDetails
Price/Book
2.65
High:
PEP
10.43PEPLow:
BRK.B
1.5BRK.BDetails
Price/Sales
2.33
High:BTI
3.75BTILow:
UNH
0.71UNHDetails
Price/CF
17.45
High:BRK.B
27.53BRK.BLow:
XOM
9.38XOMDetails
Price/FCF
46.47
High:PEP
5,253.35PEPLow:UBER
24.03UBERDetails
P/E Ratio
18.18
High:AMZN
32.63AMZNLow:UBER
10.74UBERDetails
PEG Ratio
454.24
High:JPM
1,131.13JPMLow:UBER
3.88UBERDetails
Price/Book
2.65
High:PEP
10.43PEPLow:BRK.B
1.5BRK.BDetails
Price/Sales
2.33
High:BTI
3.75BTILow:UNH
0.71UNHDetails
Price/CF
17.45
High:BRK.B
27.53BRK.BLow:XOM
9.38XOMDetails
Price/FCF
46.47
High:PEP
5,253.35PEPLow:UBER
24.03UBERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.74% | Feb 2022 | - | 48 |