Loading...
-0.86%
This Month
-3.33%
Year To Date
+15.17%
2 Years
+15.17%
5 Years
+15.17%
10 Years
+15.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⛏️ Energy Minerals22.93%
- 💰 Finance17.48%
- 💻 Electronic Technology12.78%
- 🧬 Health Technology11.85%
- 🚗 Consumer Durables11.01%
- 🛍️ Retail Trade8.85%
- 🖥️ Technology Services7.83%
- 🏥 Health Services6.56%
- 💵 Cash0.82%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.82%
- 🇺🇸 Nasdaq40.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.29%
Dividends
Dividend Yield
1.33%
8 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CVX (3.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
1.53
1.53
0
0.5
1
2
2
Sortino Ratio
3.95
3.95
0
1
2
4
4
Jensen's Alpha
-0.36
-0.36
-2
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
-1.05
-1.05
-2
0.3
0.6
1
1
Calmar Ratio
7.9
7.9
0
0.3
0.6
8
8
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
1.53
1.53
0
0.5
1
2
2
Sortino Ratio
3.95
3.95
0
1
2
4
4
Jensen's Alpha
-0.36
-0.36
-2
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
-1.05
-1.05
-2
0.3
0.6
1
1
Calmar Ratio
7.9
7.9
0
0.3
0.6
8
8
Portfolio Valuation
Based on current positions
P/E Ratio
33.18
High:
TSLA
377.27TSLALow:
JPM
14.96JPMDetails
PEG Ratio
308.73
High:JPM
1,118.42JPMLow:
LLY
46.05LLYDetails
Price/Book
8.02
High:LLY
35.73LLYLow:
CVX
1.99CVXDetails
Price/Sales
6.2
High:
NVDA
20.71NVDALow:
UNH
0.59UNHDetails
Price/CF
24.96
High:TSLA
107.92TSLALow:JPM
8.75JPMDetails
Price/FCF
59.4
High:
AMZN
325.85AMZNLow:JPM
10.48JPMDetails
P/E Ratio
33.18
High:TSLA
377.27TSLALow:JPM
14.96JPMDetails
PEG Ratio
308.73
High:JPM
1,118.42JPMLow:LLY
46.05LLYDetails
Price/Book
8.02
High:LLY
35.73LLYLow:CVX
1.99CVXDetails
Price/Sales
6.2
High:NVDA
20.71NVDALow:UNH
0.59UNHDetails
Price/CF
24.96
High:TSLA
107.92TSLALow:JPM
8.75JPMDetails
Price/FCF
59.4
High:AMZN
325.85AMZNLow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.33% | Jan 2026 | - | 3 |
-1.6% | Nov 2025 | Dec 2025 | 1 |