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+4.27%
This Month
+4.27%
Year To Date
+99.53%
2 Years
+127.17%
5 Years
+127.17%
10 Years
+42.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables24.39%
- 💻 Electronic Technology23.87%
- 🖥️ Technology Services18.03%
- 💼 Commercial Services10.33%
- 💰 Finance9.06%
- 🛍️ Retail Trade7.08%
- 💇♀️ Consumer Services5.76%
- 💵 Cash2.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.65%
- 🇺🇸 NYSE24.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States91.63%
- 🇨🇦 Canada6.88%
Dividends
Dividend Yield
0.31%
7 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (2.59%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
1.62
1.62
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
2.15
2.15
0
1
2
3
3
Jensen's Alpha
2.72
2.72
-2
0
2
4.5
4.5
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
2.07
2.07
0
0.3
0.6
3
3
Beta
1.62
1.62
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
2.15
2.15
0
1
2
3
3
Jensen's Alpha
2.72
2.72
-2
0
2
4.5
4.5
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
2.07
2.07
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
40.37
High:
CELH
593.07CELHLow:
EL
-44.37ELDetails
PEG Ratio
146.99
High:
META
479.82METALow:
FUBO
4.23FUBODetails
Price/Book
7.6
High:
SHOP
14.45SHOPLow:
HNST
1.43HNSTDetails
Price/Sales
6.57
High:SHOP
17.05SHOPLow:FUBO
0.49FUBODetails
Price/CF
21.62
High:HNST
471.67HNSTLow:
CAKE
8.29CAKEDetails
Price/FCF
58.78
High:
NKE
947.69NKELow:FUBO
10.26FUBODetails
P/E Ratio
40.37
High:CELH
593.07CELHLow:EL
-44.37ELDetails
PEG Ratio
146.99
High:META
479.82METALow:FUBO
4.23FUBODetails
Price/Book
7.6
High:SHOP
14.45SHOPLow:HNST
1.43HNSTDetails
Price/Sales
6.57
High:SHOP
17.05SHOPLow:FUBO
0.49FUBODetails
Price/CF
21.62
High:HNST
471.67HNSTLow:CAKE
8.29CAKEDetails
Price/FCF
58.78
High:NKE
947.69NKELow:FUBO
10.26FUBODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.41% | Feb 2025 | May 2025 | 3 |
-14.31% | Aug 2023 | Feb 2024 | 6 |
-12.77% | Nov 2025 | - | 3 |
-5.74% | Mar 2024 | Aug 2024 | 5 |
-2.27% | Dec 2024 | Jan 2025 | 1 |