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-0.71%
This Month
+14.19%
Year To Date
+33.8%
2 Years
+90.33%
5 Years
+158.71%
10 Years
+12.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.53%
- 💵 Cash19.88%
- 💻 Electronic Technology11.03%
- 💰 Finance10.77%
- 🪙 Cryptocurrencies9.14%
- 🏥 Health Services6.18%
- 🛍️ Retail Trade5.42%
- 💇♀️ Consumer Services2.67%
- ⚡ Utilities2.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.08%
- 🇺🇸 Nasdaq30.7%
- 🌍 Digital Currency9.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.79%
Dividends
Dividend Yield
0.63%
13 out of 28 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $WTRG (3.54%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LMT | Pay Day | Dec 30, 2025 | $3.45 |
Performance Metrics
Score 4.8/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
0.13
0.13
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
0.13
0.13
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.7
High:
PANW
122.39PANWLow:
CRWD
-411.22CRWDDetails
PEG Ratio
303.62
High:
V
1,166.17VLow:
CI
10.2CIDetails
Price/Book
10.17
High:
MA
61.36MALow:
MCD
-102.23MCDDetails
Price/Sales
6.82
High:CRWD
28.6CRWDLow:CI
0.26CIDetails
Price/CF
24.53
High:CRWD
93.46CRWDLow:CI
8.9CIDetails
Price/FCF
65.71
High:
ORCL
348.36ORCLLow:CI
13.21CIDetails
P/E Ratio
33.7
High:PANW
122.39PANWLow:CRWD
-411.22CRWDDetails
PEG Ratio
303.62
High:V
1,166.17VLow:CI
10.2CIDetails
Price/Book
10.17
High:MA
61.36MALow:MCD
-102.23MCDDetails
Price/Sales
6.82
High:CRWD
28.6CRWDLow:CI
0.26CIDetails
Price/CF
24.53
High:CRWD
93.46CRWDLow:CI
8.9CIDetails
Price/FCF
65.71
High:ORCL
348.36ORCLLow:CI
13.21CIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.88% | Jan 2018 | Jul 2020 | 30 |
-29.75% | Nov 2021 | Mar 2024 | 28 |
-9.12% | Dec 2024 | May 2025 | 5 |
-7.44% | Apr 2024 | Nov 2024 | 7 |
-4.52% | Nov 2025 | - | 2 |
-4.1% | Sep 2021 | Oct 2021 | 1 |
-2.6% | May 2021 | Jun 2021 | 1 |
-2.36% | Sep 2020 | Nov 2020 | 2 |
-1.67% | Dec 2020 | Jan 2021 | 1 |
-0.97% | Jul 2021 | Aug 2021 | 1 |