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+1.31%
This Month
+20.29%
Year To Date
+70.01%
2 Years
+83.46%
5 Years
+150.46%
10 Years
+16.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.33%
- 💰 Finance16.83%
- 🖥️ Technology Services13.2%
- 💻 Electronic Technology9.91%
- 🛍️ Retail Trade6.69%
- 🚗 Consumer Durables4.93%
- 🚚 Transportation3.35%
- 🪙 Cryptocurrencies0.62%
- 💵 Cash0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.47%
- 🇺🇸 Nasdaq43.77%
- 🌍 Digital Currency0.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.5%
- 🇯🇵 Japan4.93%
- 🇳🇱 Netherlands2.46%
- 🇨🇦 Canada2.03%
Dividends
Dividend Yield
0.48%
8 out of 24 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $O (5.34%)
Performance Metrics
Score 5.3/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
0.43
0.43
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
0.43
0.43
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.8
High:
RDDT
173.64RDDTLow:
UBER
15.78UBERDetails
PEG Ratio
5,580.87
High:
AAPL
27,158.4AAPLLow:UBER
3.05UBERDetails
Price/Book
7.8
High:AAPL
59.3AAPLLow:
O
1.4ODetails
Price/Sales
6.69
High:RDDT
23.07RDDTLow:
BN.US
1.38BN.USDetails
Price/CF
23.14
High:RDDT
70.33RDDTLow:BN.US
9.54BN.USDetails
Price/FCF
54.44
High:
AMZN
175.86AMZNLow:UBER
23.22UBERDetails
P/E Ratio
31.8
High:RDDT
173.64RDDTLow:UBER
15.78UBERDetails
PEG Ratio
5,580.87
High:AAPL
27,158.4AAPLLow:UBER
3.05UBERDetails
Price/Book
7.8
High:AAPL
59.3AAPLLow:O
1.4ODetails
Price/Sales
6.69
High:RDDT
23.07RDDTLow:BN.US
1.38BN.USDetails
Price/CF
23.14
High:RDDT
70.33RDDTLow:BN.US
9.54BN.USDetails
Price/FCF
54.44
High:AMZN
175.86AMZNLow:UBER
23.22UBERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.54% | Nov 2021 | Jun 2024 | 31 |
-11.15% | Feb 2020 | May 2020 | 3 |
-7.23% | Feb 2025 | Jun 2025 | 4 |
-6.97% | Sep 2021 | Oct 2021 | 1 |
-5.77% | Sep 2020 | Nov 2020 | 2 |
-3.84% | May 2019 | Jun 2019 | 1 |
-2.31% | Oct 2024 | Nov 2024 | 1 |
-1.48% | Aug 2019 | Dec 2019 | 4 |
-1.29% | May 2021 | Jun 2021 | 1 |
-0.78% | Dec 2024 | Jan 2025 | 1 |