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-6.55%
This Month
-5.71%
Year To Date
+154.55%
2 Years
+10.19%
5 Years
+760.36%
10 Years
+28.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash75.61%
- 🚗 Consumer Durables45.24%
- 🛍️ Retail Trade11.59%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.83%
Dividends
Dividend Yield
0%
0 out of 2 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 6.7/10
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
27.42
27.42
-2
0
2
28
28
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
2.1
2.1
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
27.42
27.42
-2
0
2
28
28
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
2.1
2.1
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
83.58
High:
TSLA
382.29TSLALow:
AMZN
30.33AMZNDetails
PEG Ratio
85.31
High:AMZN
85.31AMZNLow:AMZN
85.31AMZNDetails
Price/Book
11.51
High:TSLA
18.68TSLALow:AMZN
6.18AMZNDetails
Price/Sales
7.77
High:TSLA
15.13TSLALow:AMZN
3.72AMZNDetails
Price/CF
34.61
High:TSLA
79.58TSLALow:AMZN
15.25AMZNDetails
Price/FCF
216.06
High:AMZN
325.85AMZNLow:TSLA
187.89TSLADetails
P/E Ratio
83.58
High:TSLA
382.29TSLALow:AMZN
30.33AMZNDetails
PEG Ratio
85.31
High:AMZN
85.31AMZNLow:AMZN
85.31AMZNDetails
Price/Book
11.51
High:TSLA
18.68TSLALow:AMZN
6.18AMZNDetails
Price/Sales
7.77
High:TSLA
15.13TSLALow:AMZN
3.72AMZNDetails
Price/CF
34.61
High:TSLA
79.58TSLALow:AMZN
15.25AMZNDetails
Price/FCF
216.06
High:AMZN
325.85AMZNLow:TSLA
187.89TSLADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.73% | Nov 2021 | Oct 2025 | 47 |
-46.54% | Feb 2020 | Jun 2020 | 4 |
-40.92% | Jan 2018 | Jan 2020 | 24 |
-23.73% | Sep 2020 | Nov 2020 | 2 |
-11.97% | Nov 2025 | - | 8 |
-9% | Mar 2021 | Oct 2021 | 7 |
-2.1% | Jan 2021 | Feb 2021 | 1 |