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+6.59%
This Month
+13.4%
Year To Date
+80.56%
2 Years
+89.94%
5 Years
+6054.3%
10 Years
+93.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables99%
- 💻 Electronic Technology0.74%
- 💰 Finance0.26%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
3.27
3.27
0
1
2
4
4
Jensen's Alpha
107.67
107.67
-2
0
2
108
108
Omega Ratio
2.59
2.59
0
1
1.5
3
3
Treynor Ratio
5.48
5.48
0
0.75
1.25
6
6
Information Ratio
0.84
0.84
0
0.3
0.6
1
1
Calmar Ratio
1.43
1.43
0
0.3
0.6
2
2
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
3.27
3.27
0
1
2
4
4
Jensen's Alpha
107.67
107.67
-2
0
2
108
108
Omega Ratio
2.59
2.59
0
1
1.5
3
3
Treynor Ratio
5.48
5.48
0
0.75
1.25
6
6
Information Ratio
0.84
0.84
0
0.3
0.6
1
1
Calmar Ratio
1.43
1.43
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
272.72
High:
TSLA
306.67TSLALow:
NVDA
43.35NVDADetails
PEG Ratio
58.66
High:NVDA
74.06NVDALow:
HOOD
15.74HOODDetails
Price/Book
19.26
High:NVDA
35.78NVDALow:HOOD
12.54HOODDetails
Price/Sales
17.01
High:HOOD
25.96HOODLow:TSLA
16.92TSLADetails
Price/CF
97.94
High:TSLA
99.57TSLALow:NVDA
54.84NVDADetails
Price/FCF
216.87
High:TSLA
229.45TSLALow:NVDA
59.73NVDADetails
P/E Ratio
272.72
High:TSLA
306.67TSLALow:NVDA
43.35NVDADetails
PEG Ratio
58.66
High:NVDA
74.06NVDALow:HOOD
15.74HOODDetails
Price/Book
19.26
High:NVDA
35.78NVDALow:HOOD
12.54HOODDetails
Price/Sales
17.01
High:HOOD
25.96HOODLow:TSLA
16.92TSLADetails
Price/CF
97.94
High:TSLA
99.57TSLALow:NVDA
54.84NVDADetails
Price/FCF
216.87
High:TSLA
229.45TSLALow:NVDA
59.73NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.61% | Dec 2021 | Dec 2024 | 36 |
-35.82% | Feb 2025 | Sep 2025 | 7 |
-18.29% | Sep 2020 | Nov 2020 | 2 |
-16.21% | Feb 2021 | Oct 2021 | 8 |
-10.72% | Aug 2019 | Oct 2019 | 2 |
-5.89% | Nov 2025 | Dec 2025 | 1 |
-0.62% | Mar 2020 | Apr 2020 | 1 |