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+1.9%
This Month
+1.9%
Year To Date
+34.51%
2 Years
+100.25%
5 Years
+75.91%
10 Years
+11.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash96.94%
- 🪙 Cryptocurrencies2.31%
- 🖥️ Technology Services1.25%
- 🛍️ Retail Trade0.63%
- 🚗 Consumer Durables0.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq2.45%
- 🌍 Digital Currency2.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.45%
Dividends
Dividend Yield
0%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOOG (0.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOG | 0% | 0.25% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
0.04
0.04
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
6.58
6.58
-2
0
2
7
7
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
13.21
13.21
0
0.75
1.25
14
14
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Beta
0.04
0.04
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
6.58
6.58
-2
0
2
7
7
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
13.21
13.21
0
0.75
1.25
14
14
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.47
High:
TSLA
280.13TSLALow:GOOG
31.78GOOGDetails
PEG Ratio
83.27
High:GOOG
92.76GOOGLow:
AMZN
64.36AMZNDetails
Price/Book
9.47
High:TSLA
17.43TSLALow:AMZN
6.68AMZNDetails
Price/Sales
7.54
High:TSLA
15.46TSLALow:AMZN
3.62AMZNDetails
Price/CF
21.16
High:TSLA
99.57TSLALow:AMZN
18.22AMZNDetails
Price/FCF
63.03
High:TSLA
229.45TSLALow:GOOG
46.73GOOGDetails
P/E Ratio
35.47
High:TSLA
280.13TSLALow:GOOG
31.78GOOGDetails
PEG Ratio
83.27
High:GOOG
92.76GOOGLow:AMZN
64.36AMZNDetails
Price/Book
9.47
High:TSLA
17.43TSLALow:AMZN
6.68AMZNDetails
Price/Sales
7.54
High:TSLA
15.46TSLALow:AMZN
3.62AMZNDetails
Price/CF
21.16
High:TSLA
99.57TSLALow:AMZN
18.22AMZNDetails
Price/FCF
63.03
High:TSLA
229.45TSLALow:GOOG
46.73GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.92% | Nov 2023 | Jan 2025 | 14 |
-6.68% | Oct 2025 | Dec 2025 | 2 |
-3.92% | Jan 2021 | Mar 2021 | 2 |