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-1.9%
This Month
+21.83%
Year To Date
+277.4%
2 Years
+374.74%
5 Years
+593.96%
10 Years
+38.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash52.67%
- 💇♀️ Consumer Services33.97%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.97%
Dividends
Dividend Yield
0.3%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DIS (0.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DIS | 0.3% | 0.89% | $0.75 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
23.71
23.71
-2
0
2
24
24
Omega Ratio
1.98
1.98
0
1
1.5
2.5
2.5
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.85
0.85
0
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
23.71
23.71
-2
0
2
24
24
Omega Ratio
1.98
1.98
0
1
1.5
2.5
2.5
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.85
0.85
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
17.63
High:
DIS
17.63DISLow:DIS
17.63DISDetails
PEG Ratio
12.19
High:DIS
12.19DISLow:DIS
12.19DISDetails
Price/Book
1.85
High:DIS
1.85DISLow:DIS
1.85DISDetails
Price/Sales
2.16
High:DIS
2.16DISLow:DIS
2.16DISDetails
Price/CF
11.53
High:DIS
11.53DISLow:DIS
11.53DISDetails
Price/FCF
22.47
High:DIS
22.47DISLow:DIS
22.47DISDetails
P/E Ratio
17.63
High:DIS
17.63DISLow:DIS
17.63DISDetails
PEG Ratio
12.19
High:DIS
12.19DISLow:DIS
12.19DISDetails
Price/Book
1.85
High:DIS
1.85DISLow:DIS
1.85DISDetails
Price/Sales
2.16
High:DIS
2.16DISLow:DIS
2.16DISDetails
Price/CF
11.53
High:DIS
11.53DISLow:DIS
11.53DISDetails
Price/FCF
22.47
High:DIS
22.47DISLow:DIS
22.47DISDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.18% | Nov 2021 | Jul 2023 | 20 |
-24.76% | Aug 2023 | Dec 2023 | 4 |
-19.29% | Apr 2024 | Sep 2024 | 5 |
-16.15% | Jan 2024 | Feb 2024 | 1 |
-8.58% | Feb 2020 | Apr 2020 | 2 |
-6.86% | Mar 2025 | Jun 2025 | 3 |
-5.08% | Sep 2020 | Nov 2020 | 2 |
-5.06% | Sep 2021 | Oct 2021 | 1 |
-3.28% | Jul 2025 | - | 2 |
-3.25% | May 2021 | Jun 2021 | 1 |
-0.74% | Sep 2019 | Oct 2019 | 1 |