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+0.67%
This Month
+64.15%
Year To Date
+144.04%
2 Years
+43.08%
5 Years
+63.15%
10 Years
+10.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables41.87%
- 🖥️ Technology Services38.75%
- 🧩 Miscellaneous18.11%
- 💵 Cash1.2%
- ❓ Other0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq80.62%
- 🇺🇸 NYSE18.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.62%
Dividends
Dividend Yield
-0.18%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | -0.18% | -0.97% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-2.18
-2.18
-3
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-2.18
-2.18
-3
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
112.39
High:
TSLA
372.52TSLALow:
NFLX
23.71NFLXDetails
PEG Ratio
51.62
High:NFLX
51.62NFLXLow:NFLX
51.62NFLXDetails
Price/Book
16.09
High:TSLA
18.2TSLALow:NFLX
9.93NFLXDetails
Price/Sales
12.38
High:TSLA
14.74TSLALow:NFLX
6.67NFLXDetails
Price/CF
64.91
High:TSLA
79.58TSLALow:NFLX
32.67NFLXDetails
Price/FCF
110.95
High:TSLA
187.89TSLALow:NFLX
34.75NFLXDetails
P/E Ratio
112.39
High:TSLA
372.52TSLALow:NFLX
23.71NFLXDetails
PEG Ratio
51.62
High:NFLX
51.62NFLXLow:NFLX
51.62NFLXDetails
Price/Book
16.09
High:TSLA
18.2TSLALow:NFLX
9.93NFLXDetails
Price/Sales
12.38
High:TSLA
14.74TSLALow:NFLX
6.67NFLXDetails
Price/CF
64.91
High:TSLA
79.58TSLALow:NFLX
32.67NFLXDetails
Price/FCF
110.95
High:TSLA
187.89TSLALow:NFLX
34.75NFLXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.18% | May 2021 | Aug 2026 | 63 |