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+1.87%
This Month
+7.11%
Year To Date
+31.2%
2 Years
+68.58%
5 Years
+68.58%
10 Years
+20.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous20.4%
- 💻 Electronic Technology18.78%
- 💇♀️ Consumer Services15.99%
- 🛍️ Retail Trade15.72%
- 🚚 Transportation9.89%
- ⛏️ Energy Minerals9.44%
- 💵 Cash9.42%
- 🖥️ Technology Services3.28%
- 🧬 Health Technology0.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.4%
- 🇺🇸 NYSE31.35%
- 🇬🇧 LSE20.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.47%
- 🇨🇦 Canada3.28%
Dividends
Dividend Yield
0.59%
5 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.91%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.6/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
-2.98
-2.98
-3
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
1.31
1.31
0
0.3
0.6
2
2
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
-2.98
-2.98
-3
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
1.31
1.31
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
34.98
High:
FANG
206.78FANGLow:
LSPD
-9.94LSPDDetails
PEG Ratio
83.88
High:
AAPL
136.66AAPLLow:LSPD
-13.02LSPDDetails
Price/Book
13.88
High:AAPL
44.98AAPLLow:LSPD
0.96LSPDDetails
Price/Sales
6.42
High:AAPL
10.65AAPLLow:LSPD
1.17LSPDDetails
Price/CF
20.91
High:AAPL
26.13AAPLLow:FANG
6.8FANGDetails
Price/FCF
44.15
High:
AMZN
325.85AMZNLow:
UBER
15.21UBERDetails
P/E Ratio
34.98
High:FANG
206.78FANGLow:LSPD
-9.94LSPDDetails
PEG Ratio
83.88
High:AAPL
136.66AAPLLow:LSPD
-13.02LSPDDetails
Price/Book
13.88
High:AAPL
44.98AAPLLow:LSPD
0.96LSPDDetails
Price/Sales
6.42
High:AAPL
10.65AAPLLow:LSPD
1.17LSPDDetails
Price/CF
20.91
High:AAPL
26.13AAPLLow:FANG
6.8FANGDetails
Price/FCF
44.15
High:AMZN
325.85AMZNLow:UBER
15.21UBERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.24% | Feb 2025 | Jun 2025 | 4 |
-8.65% | Aug 2023 | Nov 2023 | 3 |
-7.03% | Nov 2025 | May 2026 | 6 |
-3.31% | Apr 2024 | Jun 2024 | 2 |
-3.25% | Dec 2024 | Jan 2025 | 1 |
-1.91% | Jun 2026 | - | 2 |
-1.63% | Jul 2024 | Sep 2024 | 2 |
-0.83% | Sep 2025 | Oct 2025 | 1 |
-0.75% | Jan 2024 | Feb 2024 | 1 |