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0%
Today
+1.83%
This Month
+7.22%
Year To Date
+23.91%
2 Years
+53.71%
5 Years
+16.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.77%
- 💵 Cash30.21%
- 🖥️ Technology Services16.77%
- 💰 Finance15.4%
- 🚗 Consumer Durables4.44%
- 🪨 Non Energy Minerals1.32%
- 💻 Electronic Technology0.86%
- 📦 Distribution Services0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.7%
- 🇺🇸 Nasdaq33.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.8%
- 🇵🇪 Peru1.32%
- 🇨🇳 China0.06%
Dividends
Dividend Yield
0.99%
10 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TLT (4.3%)
Performance Metrics
Score 5.5/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
0.55
0.55
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
1.31
1.31
0
0.3
0.6
2
2
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
0.55
0.55
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
1.31
1.31
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.89
High:
TSLA
183.03TSLALow:
U
-29.15UDetails
PEG Ratio
128.98
High:
MSFT
328.22MSFTLow:
NIO
-77.13NIODetails
Price/Book
4.3
High:
AAPL
47.84AAPLLow:NIO
-189.38NIODetails
Price/Sales
5.97
High:MSFT
14.2MSFTLow:
UNFI
0.05UNFIDetails
Price/CF
22.57
High:TSLA
70.91TSLALow:UNFI
3.19UNFIDetails
Price/FCF
56.74
High:TSLA
200.12TSLALow:UNFI
7.24UNFIDetails
P/E Ratio
22.89
High:TSLA
183.03TSLALow:U
-29.15UDetails
PEG Ratio
128.98
High:MSFT
328.22MSFTLow:NIO
-77.13NIODetails
Price/Book
4.3
High:AAPL
47.84AAPLLow:NIO
-189.38NIODetails
Price/Sales
5.97
High:MSFT
14.2MSFTLow:UNFI
0.05UNFIDetails
Price/CF
22.57
High:TSLA
70.91TSLALow:UNFI
3.19UNFIDetails
Price/FCF
56.74
High:TSLA
200.12TSLALow:UNFI
7.24UNFIDetails
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 |
-1.07% | Apr 2024 | May 2024 | 1 |
-0.81% | Feb 2023 | Mar 2023 | 1 |
-0.72% | Apr 2023 | May 2023 | 1 |