Loading...
+16.06%
This Month
-3.3%
Year To Date
+19.47%
2 Years
+16.69%
5 Years
+38.07%
10 Years
+5.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs40.44%
- 🖥️ Technology Services15.03%
- 🛍️ Retail Trade13.96%
- 🏥 Health Services7.48%
- 💇♀️ Consumer Services4.19%
- 🍞 Consumer Non Durables4.1%
- ⛏️ Energy Minerals3.92%
- 💻 Electronic Technology3.45%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Chicago Board Options Exchange35.12%
- 🇺🇸 NYSE34.46%
- 🇺🇸 Nasdaq22.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.5%
- 🇮🇪 Ireland6.72%
- 🇦🇷 Argentina3.92%
Dividends
Dividend Yield
0.11%
2 out of 11 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ORCL (1.01%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL | Pay Day | Apr 24, 2026 | $0.50 |
Performance Metrics
Score 2.8/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-8.72
-8.72
-9
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.24
0.24
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-8.72
-8.72
-9
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.24
0.24
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.95
High:ORCL
31.88ORCLLow:
CROX
-84.17CROXDetails
PEG Ratio
77.2
High:ORCL
106.95ORCLLow:
HCA
59.31HCADetails
Price/Book
9.82
High:ORCL
15.22ORCLLow:HCA
-18.19HCADetails
Price/Sales
4.62
High:
NFLX
8.62NFLXLow:
VSCO
0.72VSCODetails
Price/CF
17.45
High:
AVAV
94.83AVAVLow:
YPF
3.05YPFDetails
Price/FCF
44.93
High:ORCL
348.36ORCLLow:CROX
6.71CROXDetails
P/E Ratio
24.95
High:ORCL
31.88ORCLLow:CROX
-84.17CROXDetails
PEG Ratio
77.2
High:ORCL
106.95ORCLLow:HCA
59.31HCADetails
Price/Book
9.82
High:ORCL
15.22ORCLLow:HCA
-18.19HCADetails
Price/Sales
4.62
High:NFLX
8.62NFLXLow:VSCO
0.72VSCODetails
Price/CF
17.45
High:AVAV
94.83AVAVLow:YPF
3.05YPFDetails
Price/FCF
44.93
High:ORCL
348.36ORCLLow:CROX
6.71CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.55% | Sep 2021 | Mar 2024 | 30 |
-25.35% | Feb 2025 | Sep 2025 | 7 |
-16.68% | Jan 2026 | - | 4 |
-9.3% | Apr 2024 | Sep 2024 | 5 |
-8.54% | Oct 2024 | Nov 2024 | 1 |
-4.71% | Dec 2024 | Jan 2025 | 1 |
-4.02% | Oct 2025 | Dec 2025 | 2 |
-2.08% | May 2021 | Jun 2021 | 1 |
-0.99% | Jul 2021 | Aug 2021 | 1 |