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-4.16%
This Month
-4.16%
Year To Date
+119.81%
2 Years
+58.34%
5 Years
+150.37%
10 Years
+16.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables45.05%
- 🖥️ Technology Services28.97%
- 💻 Electronic Technology9.21%
- 🛍️ Retail Trade5.14%
- 💰 Finance4.6%
- 🪙 Cryptocurrencies4.31%
- 🧬 Health Technology1.32%
- 💇♀️ Consumer Services1.32%
- 💵 Cash0.2%
- 🍞 Consumer Non Durables0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq85.58%
- 🇺🇸 NYSE10.03%
- 🌍 Digital Currency4.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States95.61%
Dividends
Dividend Yield
0.24%
9 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ABBV (3.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
4.84
4.84
-2
0
2
5
5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
4.84
4.84
-2
0
2
5
5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
54.57
High:
PLTR
367.98PLTRLow:
TTCFQ
-TTCFQDetails
PEG Ratio
319.13
High:
JPM
1,123.65JPMLow:
AMZN
67.71AMZNDetails
Price/Book
14
High:
TPR
64.88TPRLow:
ABBV
-146.28ABBVDetails
Price/Sales
11.86
High:PLTR
103.83PLTRLow:TTCFQ
-TTCFQDetails
Price/CF
38.09
High:PLTR
258.05PLTRLow:
WYNN
9.82WYNNDetails
Price/FCF
76.87
High:PLTR
261.46PLTRLow:WYNN
23.61WYNNDetails
P/E Ratio
54.57
High:PLTR
367.98PLTRLow:TTCFQ
-TTCFQDetails
PEG Ratio
319.13
High:JPM
1,123.65JPMLow:AMZN
67.71AMZNDetails
Price/Book
14
High:TPR
64.88TPRLow:ABBV
-146.28ABBVDetails
Price/Sales
11.86
High:PLTR
103.83PLTRLow:TTCFQ
-TTCFQDetails
Price/CF
38.09
High:PLTR
258.05PLTRLow:WYNN
9.82WYNNDetails
Price/FCF
76.87
High:PLTR
261.46PLTRLow:WYNN
23.61WYNNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.46% | Nov 2021 | Nov 2024 | 36 |
-25.62% | Feb 2025 | Sep 2025 | 7 |
-11.04% | Feb 2020 | Apr 2020 | 2 |
-6.62% | Nov 2025 | - | 3 |
-4.7% | Sep 2020 | Nov 2020 | 2 |
-4.69% | Feb 2021 | Jun 2021 | 4 |
-3.93% | Jul 2021 | Oct 2021 | 3 |