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-0.15%
This Month
+24.86%
Year To Date
+183.3%
2 Years
+556.37%
5 Years
+557.61%
10 Years
+44.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash93.01%
- 💇♀️ Consumer Services6.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq6.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.47%
Dividends
Dividend Yield
0.19%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SBUX (2.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SBUX | 0.19% | 2.89% | $2.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
1.85
1.85
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
1.99
1.99
0
1
2
3
3
Jensen's Alpha
24.91
24.91
-2
0
2
25
25
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.99
0.99
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Beta
1.85
1.85
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
1.99
1.99
0
1
2
3
3
Jensen's Alpha
24.91
24.91
-2
0
2
25
25
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.99
0.99
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
52.24
High:
SBUX
52.24SBUXLow:SBUX
52.24SBUXDetails
PEG Ratio
N/A
Details
Price/Book
-11.95
High:SBUX
-11.95SBUXLow:SBUX
-11.95SBUXDetails
Price/Sales
2.61
High:SBUX
2.61SBUXLow:SBUX
2.61SBUXDetails
Price/CF
20.04
High:SBUX
20.04SBUXLow:SBUX
20.04SBUXDetails
Price/FCF
1,256.06
High:SBUX
1,256.06SBUXLow:SBUX
1,256.06SBUXDetails
P/E Ratio
52.24
High:SBUX
52.24SBUXLow:SBUX
52.24SBUXDetails
PEG Ratio
N/A
Details
Price/Book
-11.95
High:SBUX
-11.95SBUXLow:SBUX
-11.95SBUXDetails
Price/Sales
2.61
High:SBUX
2.61SBUXLow:SBUX
2.61SBUXDetails
Price/CF
20.04
High:SBUX
20.04SBUXLow:SBUX
20.04SBUXDetails
Price/FCF
1,256.06
High:SBUX
1,256.06SBUXLow:SBUX
1,256.06SBUXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.27% | Dec 2021 | May 2023 | 17 |
-14.76% | Sep 2023 | Dec 2023 | 3 |
-8.93% | Feb 2025 | Jun 2025 | 4 |
-6.58% | Sep 2021 | Oct 2021 | 1 |
-5.3% | Jul 2024 | Nov 2024 | 4 |
-4.08% | Apr 2024 | May 2024 | 1 |
-2.84% | Jul 2021 | Aug 2021 | 1 |
-1.52% | Jan 2021 | Apr 2021 | 3 |
-0.15% | Dec 2025 | - | 1 |