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-0.68%
This Month
-5.13%
Year To Date
+9.4%
2 Years
+14.07%
5 Years
+14.07%
10 Years
+5.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.3%
- 🖥️ Technology Services20.94%
- 🚚 Transportation19.66%
- 🍞 Consumer Non Durables13.53%
- 🧩 Miscellaneous6.82%
- 🪙 Cryptocurrencies1.48%
- 💵 Cash0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE69.93%
- 🇺🇸 Nasdaq20.42%
- 🇺🇸 Chicago Board Options Exchange7.9%
- 🌍 Digital Currency1.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.95%
Dividends
Dividend Yield
0.37%
1 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (2.75%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NKE | 0.37% | 2.75% | $1.45 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-5.84
-5.84
-6
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-1.03
-1.03
-2
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-5.84
-5.84
-6
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-1.03
-1.03
-2
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.27
High:
PANW
87.74PANWLow:
UBER
16.23UBERDetails
PEG Ratio
555.04
High:UBER
555.04UBERLow:UBER
555.04UBERDetails
Price/Book
7.37
High:PANW
11.87PANWLow:UBER
5.86UBERDetails
Price/Sales
3.74
High:PANW
11.4PANWLow:NKE
1.87NKEDetails
Price/CF
22.9
High:PANW
31.66PANWLow:UBER
17.04UBERDetails
Price/FCF
27.5
High:NKE
947.69NKELow:UBER
17.63UBERDetails
P/E Ratio
27.27
High:PANW
87.74PANWLow:UBER
16.23UBERDetails
PEG Ratio
555.04
High:UBER
555.04UBERLow:UBER
555.04UBERDetails
Price/Book
7.37
High:PANW
11.87PANWLow:UBER
5.86UBERDetails
Price/Sales
3.74
High:PANW
11.4PANWLow:NKE
1.87NKEDetails
Price/CF
22.9
High:PANW
31.66PANWLow:UBER
17.04UBERDetails
Price/FCF
27.5
High:NKE
947.69NKELow:UBER
17.63UBERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.85% | Aug 2024 | Aug 2025 | 12 |
-11.59% | Nov 2025 | - | 5 |
-1.94% | Apr 2024 | May 2024 | 1 |