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-0.5%
This Month
-0.5%
Year To Date
+32.96%
2 Years
+66.49%
5 Years
+66.49%
10 Years
+16.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash61.62%
- 📊 ETFs19.76%
- 💰 Finance14.72%
- 🚗 Consumer Durables3.35%
- 🖥️ Technology Services0.87%
- 📦 Distribution Services0.42%
- 💻 Electronic Technology0.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.09%
- 🇺🇸 Nasdaq9.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.77%
Dividends
Dividend Yield
0%
0 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.9/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
0.73
0.73
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
1.42
1.42
0
0.3
0.6
2
2
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
0.73
0.73
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
1.42
1.42
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
19.93
High:
TSLA
280.13TSLALow:
U
-39.57UDetails
PEG Ratio
-81.47
High:U
-81.47ULow:U
-81.47UDetails
Price/Book
1.91
High:TSLA
17.43TSLALow:
RUN
1.3RUNDetails
Price/Sales
3.47
High:TSLA
15.46TSLALow:
UNFI
0.07UNFIDetails
Price/CF
33.09
High:TSLA
99.57TSLALow:UNFI
4.22UNFIDetails
Price/FCF
68.02
High:TSLA
229.45TSLALow:UNFI
6.64UNFIDetails
P/E Ratio
19.93
High:TSLA
280.13TSLALow:U
-39.57UDetails
PEG Ratio
-81.47
High:U
-81.47ULow:U
-81.47UDetails
Price/Book
1.91
High:TSLA
17.43TSLALow:RUN
1.3RUNDetails
Price/Sales
3.47
High:TSLA
15.46TSLALow:UNFI
0.07UNFIDetails
Price/CF
33.09
High:TSLA
99.57TSLALow:UNFI
4.22UNFIDetails
Price/FCF
68.02
High:TSLA
229.45TSLALow:UNFI
6.64UNFIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.19% | Aug 2023 | Dec 2023 | 4 |
-10.2% | Aug 2022 | Nov 2022 | 3 |
-6.63% | Dec 2022 | Jan 2023 | 1 |
-1.73% | Jan 2024 | Mar 2024 | 2 |
-1.55% | Mar 2025 | May 2025 | 2 |
-1.52% | Dec 2024 | Feb 2025 | 2 |
-1.4% | Oct 2024 | Nov 2024 | 1 |
-1.17% | Dec 2025 | - | 2 |
-1.07% | Apr 2024 | May 2024 | 1 |
-0.81% | Feb 2023 | Mar 2023 | 1 |
-0.72% | Apr 2023 | May 2023 | 1 |