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-1.27%
This Month
-0.69%
Year To Date
+38.05%
2 Years
+109.45%
5 Years
+168.69%
10 Years
+16.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.71%
- 🧬 Health Technology19.31%
- 🧩 Miscellaneous11.96%
- 🛠️ Producer Manufacturing11.42%
- 🛍️ Retail Trade10.9%
- 🖥️ Technology Services9.36%
- 🚗 Consumer Durables9.1%
- 💵 Cash0.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.07%
- 🇺🇸 NYSE42.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.76%
Dividends
Dividend Yield
0.6%
6 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ABBV (2.88%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.1
1.1
0
1
2
3
3
Jensen's Alpha
2.8
2.8
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.1
1.1
0
1
2
3
3
Jensen's Alpha
2.8
2.8
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
52.09
High:
TSLA
377.27TSLALow:
NVDA
37.34NVDADetails
PEG Ratio
111.01
High:
WMT
347.62WMTLow:
AVGO
23.33AVGODetails
Price/Book
20.39
High:
PLTR
49.59PLTRLow:
ABBV
-127.69ABBVDetails
Price/Sales
7.7
High:PLTR
88.09PLTRLow:WMT
1.44WMTDetails
Price/CF
44.24
High:PLTR
214.31PLTRLow:ABBV
21.3ABBVDetails
Price/FCF
83.13
High:
LLY
282.99LLYLow:
AMD
52.64AMDDetails
P/E Ratio
52.09
High:TSLA
377.27TSLALow:NVDA
37.34NVDADetails
PEG Ratio
111.01
High:WMT
347.62WMTLow:AVGO
23.33AVGODetails
Price/Book
20.39
High:PLTR
49.59PLTRLow:ABBV
-127.69ABBVDetails
Price/Sales
7.7
High:PLTR
88.09PLTRLow:WMT
1.44WMTDetails
Price/CF
44.24
High:PLTR
214.31PLTRLow:ABBV
21.3ABBVDetails
Price/FCF
83.13
High:LLY
282.99LLYLow:AMD
52.64AMDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.64% | Dec 2021 | Dec 2023 | 24 |
-18.49% | Feb 2020 | Aug 2020 | 6 |
-10.93% | Sep 2020 | Dec 2020 | 3 |
-4.88% | Mar 2025 | May 2025 | 2 |
-4.02% | Sep 2021 | Oct 2021 | 1 |
-3.91% | Feb 2021 | Apr 2021 | 2 |
-2.26% | Jul 2025 | Aug 2025 | 1 |
-2.18% | Dec 2025 | - | 4 |
-2.15% | May 2021 | Jun 2021 | 1 |
-2.13% | Apr 2024 | May 2024 | 1 |
-1.8% | Jul 2024 | Aug 2024 | 1 |
-1.19% | Oct 2024 | Nov 2024 | 1 |