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+5.87%
This Month
-16.45%
Year To Date
+40.14%
2 Years
+47.28%
5 Years
+47.28%
10 Years
+14.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash86.53%
- 💼 Commercial Services11.4%
- 📊 ETFs7.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq11.4%
- 🇺🇸 Chicago Board Options Exchange7.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.4%
Dividends
Dividend Yield
0.09%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PYPL (0.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PYPL | 0.09% | 0.76% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
0.2
0.2
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
13.97
13.97
-2
0
2
14
14
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
6.91
6.91
0
0.75
1.25
7
7
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
1.05
1.05
0
0.3
0.6
2
2
Beta
0.2
0.2
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
13.97
13.97
-2
0
2
14
14
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
6.91
6.91
0
0.75
1.25
7
7
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
1.05
1.05
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
8.69
High:PYPL
8.69PYPLLow:PYPL
8.69PYPLDetails
PEG Ratio
45
High:PYPL
45PYPLLow:PYPL
45PYPLDetails
Price/Book
2.06
High:PYPL
2.06PYPLLow:PYPL
2.06PYPLDetails
Price/Sales
1.25
High:PYPL
1.25PYPLLow:PYPL
1.25PYPLDetails
Price/CF
6.51
High:PYPL
6.51PYPLLow:PYPL
6.51PYPLDetails
Price/FCF
7.94
High:PYPL
7.94PYPLLow:PYPL
7.94PYPLDetails
P/E Ratio
8.69
High:PYPL
8.69PYPLLow:PYPL
8.69PYPLDetails
PEG Ratio
45
High:PYPL
45PYPLLow:PYPL
45PYPLDetails
Price/Book
2.06
High:PYPL
2.06PYPLLow:PYPL
2.06PYPLDetails
Price/Sales
1.25
High:PYPL
1.25PYPLLow:PYPL
1.25PYPLDetails
Price/CF
6.51
High:PYPL
6.51PYPLLow:PYPL
6.51PYPLDetails
Price/FCF
7.94
High:PYPL
7.94PYPLLow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.23% | Mar 2026 | - | 5 |
-6.84% | Oct 2025 | Jan 2026 | 3 |
-6.28% | Jan 2024 | Aug 2024 | 7 |
-5.21% | Mar 2025 | Apr 2025 | 1 |
-3.84% | Oct 2024 | Nov 2024 | 1 |
-1.51% | Dec 2024 | Jan 2025 | 1 |
-0.45% | Jul 2025 | Aug 2025 | 1 |