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+0.52%
This Month
-1.17%
Year To Date
+65.69%
2 Years
+61.48%
5 Years
+61.48%
10 Years
+35.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous34.46%
- 📊 ETFs31.5%
- 🛍️ Retail Trade9.77%
- 💰 Finance9.52%
- 💻 Electronic Technology7.49%
- 🖥️ Technology Services3.19%
- 🍞 Consumer Non Durables2.5%
- ⚡ Utilities0.94%
- 🪙 Cryptocurrencies0.54%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE74.78%
- 🇺🇸 Nasdaq24.59%
- 🌍 Digital Currency0.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.68%
- 🇨🇳 China7.73%
Dividends
Dividend Yield
0.66%
9 out of 25 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $O (5.24%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 O | Pay Day | Apr 15, 2026 | $0.27 |
Performance Metrics
Score 9.3/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
2.22
2.22
0
0.5
1
3
3
Sortino Ratio
6.34
6.34
0
1
2
7
7
Jensen's Alpha
22.13
22.13
-2
0
2
23
23
Omega Ratio
3.27
3.27
0
1
1.5
4
4
Treynor Ratio
3.51
3.51
0
0.75
1.25
4
4
Information Ratio
1.48
1.48
0
0.3
0.6
2
2
Calmar Ratio
6.64
6.64
0
0.3
0.6
7
7
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
2.22
2.22
0
0.5
1
3
3
Sortino Ratio
6.34
6.34
0
1
2
7
7
Jensen's Alpha
22.13
22.13
-2
0
2
23
23
Omega Ratio
3.27
3.27
0
1
1.5
4
4
Treynor Ratio
3.51
3.51
0
0.75
1.25
4
4
Information Ratio
1.48
1.48
0
0.3
0.6
2
2
Calmar Ratio
6.64
6.64
0
0.3
0.6
7
7
Portfolio Valuation
Based on current positions
P/E Ratio
29.47
High:
VST
70.33VSTLow:
WELL
-280.44WELLDetails
PEG Ratio
128.92
High:O
278.91OLow:
APLD
-65.66APLDDetails
Price/Book
6.18
High:
AAPL
42.62AAPLLow:O
1.47ODetails
Price/Sales
4.8
High:APLD
24.11APLDLow:
BABA
2.11BABADetails
Price/CF
22.64
High:
KO
40.7KOLow:O
13.03ODetails
Price/FCF
63.01
High:BABA
1,196.17BABALow:AAPL
37.55AAPLDetails
P/E Ratio
29.47
High:VST
70.33VSTLow:WELL
-280.44WELLDetails
PEG Ratio
128.92
High:O
278.91OLow:APLD
-65.66APLDDetails
Price/Book
6.18
High:AAPL
42.62AAPLLow:O
1.47ODetails
Price/Sales
4.8
High:APLD
24.11APLDLow:BABA
2.11BABADetails
Price/CF
22.64
High:KO
40.7KOLow:O
13.03ODetails
Price/FCF
63.01
High:BABA
1,196.17BABALow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.25% | Mar 2026 | - | 2 |
-5.47% | Mar 2025 | Jun 2025 | 3 |
-1.29% | Oct 2024 | Nov 2024 | 1 |
-0.77% | Dec 2024 | Jan 2025 | 1 |
-0.03% | Nov 2025 | Dec 2025 | 1 |