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-2.6%
This Month
-3.27%
Year To Date
+37.48%
2 Years
+78.11%
5 Years
+78.11%
10 Years
+17.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services44.93%
- 💰 Finance16.79%
- 🛍️ Retail Trade15.92%
- 📊 ETFs11.02%
- 🍞 Consumer Non Durables6.32%
- 🚚 Transportation3.65%
- 💻 Electronic Technology1.35%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.2%
- 🇺🇸 NYSE37.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.64%
- 🇬🇧 United Kingdom4.62%
- 🇨🇦 Canada1.7%
Dividends
Dividend Yield
0.89%
9 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BTI (5.42%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
2.86
2.86
-2
0
2
4.5
4.5
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
2.86
2.86
-2
0
2
4.5
4.5
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.25
High:
MPWR
86.25MPWRLow:
BTI
13.22BTIDetails
PEG Ratio
239.47
High:
JPM
1,118.42JPMLow:BTI
7.69BTIDetails
Price/Book
6.49
High:MPWR
15.16MPWRLow:
PM
-27.89PMDetails
Price/Sales
5.77
High:MPWR
19.36MPWRLow:
R
0.69RDetails
Price/CF
17.62
High:MPWR
53.17MPWRLow:R
3.01RDetails
Price/FCF
51.33
High:
AMZN
325.85AMZNLow:JPM
10.48JPMDetails
P/E Ratio
27.25
High:MPWR
86.25MPWRLow:BTI
13.22BTIDetails
PEG Ratio
239.47
High:JPM
1,118.42JPMLow:BTI
7.69BTIDetails
Price/Book
6.49
High:MPWR
15.16MPWRLow:PM
-27.89PMDetails
Price/Sales
5.77
High:MPWR
19.36MPWRLow:R
0.69RDetails
Price/CF
17.62
High:MPWR
53.17MPWRLow:R
3.01RDetails
Price/FCF
51.33
High:AMZN
325.85AMZNLow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.4% | Jun 2022 | Jun 2023 | 12 |
-15.86% | Feb 2025 | Jun 2025 | 4 |
-12.14% | Aug 2023 | Dec 2023 | 4 |
-7.95% | Feb 2026 | - | 2 |
-3.93% | Apr 2024 | Jun 2024 | 2 |
-3.93% | Apr 2022 | May 2022 | 1 |
-0.24% | Oct 2025 | Nov 2025 | 1 |
-0.08% | Dec 2024 | Jan 2025 | 1 |