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-0.44%
This Month
+19.71%
Year To Date
+28.91%
2 Years
+42.83%
5 Years
+97.67%
10 Years
+13.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services52.63%
- 🚗 Consumer Durables16.87%
- 💇♀️ Consumer Services11.99%
- 📊 ETFs8.05%
- 💻 Electronic Technology6.84%
- 💼 Commercial Services3.54%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.96%
- 🇺🇸 NYSE27.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.38%
- 🇨🇳 China1.49%
Dividends
Dividend Yield
0.34%
5 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ORCL (1.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
-3
-3
-3
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
-3
-3
-3
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.4
High:
INTC
3,566.98INTCLow:
SNAP
-24.8SNAPDetails
PEG Ratio
399.63
High:INTC
3,553.58INTCLow:
NIO
-136.88NIODetails
Price/Book
9.83
High:NIO
21.9NIOLow:INTC
1.69INTCDetails
Price/Sales
10.26
High:
TSLA
16.92TSLALow:
TRIP
0.99TRIPDetails
Price/CF
23.89
High:TSLA
99.57TSLALow:TRIP
5.83TRIPDetails
Price/FCF
59.37
High:
ORCL
348.36ORCLLow:TRIP
7.77TRIPDetails
P/E Ratio
36.4
High:INTC
3,566.98INTCLow:SNAP
-24.8SNAPDetails
PEG Ratio
399.63
High:INTC
3,553.58INTCLow:NIO
-136.88NIODetails
Price/Book
9.83
High:NIO
21.9NIOLow:INTC
1.69INTCDetails
Price/Sales
10.26
High:TSLA
16.92TSLALow:TRIP
0.99TRIPDetails
Price/CF
23.89
High:TSLA
99.57TSLALow:TRIP
5.83TRIPDetails
Price/FCF
59.37
High:ORCL
348.36ORCLLow:TRIP
7.77TRIPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.83% | Nov 2021 | Nov 2024 | 36 |
-9.92% | Feb 2025 | Jun 2025 | 4 |
-4.45% | Nov 2025 | - | 2 |
-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 |