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-2.33%
This Month
-2.33%
Year To Date
+33.69%
2 Years
+53.73%
5 Years
+53.73%
10 Years
+20.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs20.15%
- 💇♀️ Consumer Services16.47%
- 🛍️ Retail Trade16.19%
- 💻 Electronic Technology15.52%
- 🚚 Transportation12.7%
- 💵 Cash8.98%
- ⛏️ Energy Minerals8.21%
- 🖥️ Technology Services3.91%
- 🧬 Health Technology0.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.21%
- 🇺🇸 NYSE35.52%
- 🇬🇧 LSE20.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.82%
- 🇨🇦 Canada3.91%
Dividends
Dividend Yield
0.55%
5 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.6/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
-3.73
-3.73
-4
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
1.37
1.37
0
0.3
0.6
2
2
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
-3.73
-3.73
-4
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
1.37
1.37
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
30.97
High:
AAPL
33.07AAPLLow:
LSPD
-2.42LSPDDetails
PEG Ratio
62.47
High:AAPL
144.73AAPLLow:
NFG
2.4NFGDetails
Price/Book
12.54
High:AAPL
49.43AAPLLow:LSPD
0.98LSPDDetails
Price/Sales
5.42
High:AAPL
8.81AAPLLow:LSPD
1.31LSPDDetails
Price/CF
24.41
High:AAPL
34.06AAPLLow:
FANG
4.72FANGDetails
Price/FCF
64.51
High:
AMZN
225.5AMZNLow:FANG
10.05FANGDetails
P/E Ratio
30.97
High:AAPL
33.07AAPLLow:LSPD
-2.42LSPDDetails
PEG Ratio
62.47
High:AAPL
144.73AAPLLow:NFG
2.4NFGDetails
Price/Book
12.54
High:AAPL
49.43AAPLLow:LSPD
0.98LSPDDetails
Price/Sales
5.42
High:AAPL
8.81AAPLLow:LSPD
1.31LSPDDetails
Price/CF
24.41
High:AAPL
34.06AAPLLow:FANG
4.72FANGDetails
Price/FCF
64.51
High:AMZN
225.5AMZNLow:FANG
10.05FANGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.24% | Feb 2025 | Jun 2025 | 4 |
-8.65% | Aug 2023 | Nov 2023 | 3 |
-5.39% | Nov 2025 | - | 3 |
-3.31% | Apr 2024 | Jun 2024 | 2 |
-3.25% | Dec 2024 | Jan 2025 | 1 |
-1.63% | Jul 2024 | Sep 2024 | 2 |
-0.83% | Sep 2025 | Oct 2025 | 1 |
-0.75% | Jan 2024 | Feb 2024 | 1 |