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-3.33%
This Month
-3.33%
Year To Date
+106.43%
2 Years
+106.43%
5 Years
+106.43%
10 Years
+72.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash48.9%
- 🚗 Consumer Durables19.12%
- 💻 Electronic Technology18.09%
- 💰 Finance11.46%
- 🛍️ Retail Trade7.5%
- 🍞 Consumer Non Durables2.07%
- 📊 ETFs1.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.26%
- 🇺🇸 NYSE20.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.78%
- 🇮🇹 Italy5.46%
Dividends
Dividend Yield
0.27%
5 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (2.54%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.3/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
3.05
3.05
0
0.5
1
4
4
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
49.72
49.72
-2
0
2
50
50
Omega Ratio
6.41
6.41
0
1
1.5
7
7
Treynor Ratio
6.89
6.89
0
0.75
1.25
7
7
Information Ratio
2.33
2.33
0
0.3
0.6
3
3
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
3.05
3.05
0
0.5
1
4
4
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
49.72
49.72
-2
0
2
50
50
Omega Ratio
6.41
6.41
0
1
1.5
7
7
Treynor Ratio
6.89
6.89
0
0.75
1.25
7
7
Information Ratio
2.33
2.33
0
0.3
0.6
3
3
Calmar Ratio
10
10
0
0.3
0.6
10
10
Portfolio Valuation
Based on current positions
P/E Ratio
41.28
High:
TSLA
280.13TSLALow:
BLZE
-7.07BLZEDetails
PEG Ratio
157.99
High:
AXP
247.75AXPLow:BLZE
-17.61BLZEDetails
Price/Book
18.67
High:
AAPL
49.43AAPLLow:BLZE
3.26BLZEDetails
Price/Sales
8.18
High:
NVDA
23.3NVDALow:BLZE
1.89BLZEDetails
Price/CF
34.07
High:TSLA
99.57TSLALow:AXP
10.89AXPDetails
Price/FCF
62.64
High:
NKE
947.69NKELow:AXP
13.75AXPDetails
P/E Ratio
41.28
High:TSLA
280.13TSLALow:BLZE
-7.07BLZEDetails
PEG Ratio
157.99
High:AXP
247.75AXPLow:BLZE
-17.61BLZEDetails
Price/Book
18.67
High:AAPL
49.43AAPLLow:BLZE
3.26BLZEDetails
Price/Sales
8.18
High:NVDA
23.3NVDALow:BLZE
1.89BLZEDetails
Price/CF
34.07
High:TSLA
99.57TSLALow:AXP
10.89AXPDetails
Price/FCF
62.64
High:NKE
947.69NKELow:AXP
13.75AXPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.93% | Nov 2025 | - | 3 |
-0.24% | Dec 2024 | Jan 2025 | 1 |
-0.14% | Jul 2025 | Aug 2025 | 1 |