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+11.99%
This Month
-2.08%
Year To Date
+27.27%
2 Years
+27.99%
5 Years
+93.56%
10 Years
+12.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services59.13%
- 🚗 Consumer Durables18.29%
- 📊 ETFs10.43%
- 💇♀️ Consumer Services8.64%
- 💼 Commercial Services3.46%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.76%
- 🇺🇸 NYSE32.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States87.11%
- 🇨🇳 China2.4%
Dividends
Dividend Yield
0.44%
5 out of 10 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.41%)
Performance Metrics
Score 3.6/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-4.34
-4.34
-5
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-4.34
-4.34
-5
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.59
High:
TSLA
364.78TSLALow:
NIO
-6.85NIODetails
PEG Ratio
80.05
High:
ADBE
113.97ADBELow:NIO
-18.88NIODetails
Price/Book
9.7
High:NIO
27.69NIOLow:
DIS
1.74DISDetails
Price/Sales
10.09
High:TSLA
14.65TSLALow:NIO
1.37NIODetails
Price/CF
25
High:TSLA
107.92TSLALow:
PYPL
8.54PYPLDetails
Price/FCF
69.21
High:
ORCL
348.36ORCLLow:PYPL
10.09PYPLDetails
P/E Ratio
33.59
High:TSLA
364.78TSLALow:NIO
-6.85NIODetails
PEG Ratio
80.05
High:ADBE
113.97ADBELow:NIO
-18.88NIODetails
Price/Book
9.7
High:NIO
27.69NIOLow:DIS
1.74DISDetails
Price/Sales
10.09
High:TSLA
14.65TSLALow:NIO
1.37NIODetails
Price/CF
25
High:TSLA
107.92TSLALow:PYPL
8.54PYPLDetails
Price/FCF
69.21
High:ORCL
348.36ORCLLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.83% | Nov 2021 | Nov 2024 | 36 |
-16.46% | Nov 2025 | - | 6 |
-9.92% | Feb 2025 | Jun 2025 | 4 |
-3.89% | Sep 2020 | Nov 2020 | 2 |
-3.59% | Sep 2021 | Oct 2021 | 1 |
-1.03% | Jul 2021 | Aug 2021 | 1 |
-0.79% | Dec 2024 | Jan 2025 | 1 |
-0.74% | Mar 2021 | Apr 2021 | 1 |
-0.15% | Jan 2021 | Feb 2021 | 1 |