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-5.11%
This Month
+1.02%
Year To Date
+28.83%
2 Years
+24.89%
5 Years
+99.7%
10 Years
+12.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services62.55%
- 🚗 Consumer Durables17.63%
- 📊 ETFs9.19%
- 💇♀️ Consumer Services7.7%
- 💼 Commercial Services2.84%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.37%
- 🇺🇸 NYSE33.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.74%
- 🇨🇳 China1.98%
Dividends
Dividend Yield
0.45%
5 out of 10 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.51%)
Performance Metrics
Score 3.9/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-4.16
-4.16
-5
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-4.16
-4.16
-5
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.44
High:
TSLA
382.29TSLALow:
NIO
-10.36NIODetails
PEG Ratio
83.47
High:
ORCL
142.34ORCLLow:NIO
-15.67NIODetails
Price/Book
9.54
High:NIO
20.33NIOLow:
DIS
1.59DISDetails
Price/Sales
10.51
High:TSLA
15.13TSLALow:NIO
0.99NIODetails
Price/CF
20.83
High:TSLA
79.58TSLALow:
PYPL
6.51PYPLDetails
Price/FCF
70.6
High:ORCL
348.36ORCLLow:PYPL
7.94PYPLDetails
P/E Ratio
31.44
High:TSLA
382.29TSLALow:NIO
-10.36NIODetails
PEG Ratio
83.47
High:ORCL
142.34ORCLLow:NIO
-15.67NIODetails
Price/Book
9.54
High:NIO
20.33NIOLow:DIS
1.59DISDetails
Price/Sales
10.51
High:TSLA
15.13TSLALow:NIO
0.99NIODetails
Price/CF
20.83
High:TSLA
79.58TSLALow:PYPL
6.51PYPLDetails
Price/FCF
70.6
High:ORCL
348.36ORCLLow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.83% | Nov 2021 | Nov 2024 | 36 |
-16.46% | Nov 2025 | May 2026 | 6 |
-9.92% | Feb 2025 | Jun 2025 | 4 |
-5.11% | Jun 2026 | - | 1 |
-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 |