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+2.81%
This Month
+12.96%
Year To Date
+97.14%
2 Years
+52.89%
5 Years
+2480.13%
10 Years
+46.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs77.5%
- 🛍️ Retail Trade22.5%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE77.54%
- 🇺🇸 Nasdaq22.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.5%
Dividends
Dividend Yield
0%
0 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
2.88
2.88
0
0.8
1.2
0
3
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
54.25
54.25
-2
0
2
55
55
Omega Ratio
2.11
2.11
0
1
1.5
3
3
Treynor Ratio
2.12
2.12
0
0.75
1.25
3
3
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
2.88
2.88
0
0.8
1.2
0
3
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
54.25
54.25
-2
0
2
55
55
Omega Ratio
2.11
2.11
0
1
1.5
3
3
Treynor Ratio
2.12
2.12
0
0.75
1.25
3
3
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.86
High:
AMZN
32.86AMZNLow:AMZN
32.86AMZNDetails
PEG Ratio
92.42
High:AMZN
92.42AMZNLow:AMZN
92.42AMZNDetails
Price/Book
6.69
High:AMZN
6.69AMZNLow:AMZN
6.69AMZNDetails
Price/Sales
4.03
High:AMZN
4.03AMZNLow:AMZN
4.03AMZNDetails
Price/CF
15.25
High:AMZN
15.25AMZNLow:AMZN
15.25AMZNDetails
Price/FCF
325.85
High:AMZN
325.85AMZNLow:AMZN
325.85AMZNDetails
P/E Ratio
32.86
High:AMZN
32.86AMZNLow:AMZN
32.86AMZNDetails
PEG Ratio
92.42
High:AMZN
92.42AMZNLow:AMZN
92.42AMZNDetails
Price/Book
6.69
High:AMZN
6.69AMZNLow:AMZN
6.69AMZNDetails
Price/Sales
4.03
High:AMZN
4.03AMZNLow:AMZN
4.03AMZNDetails
Price/CF
15.25
High:AMZN
15.25AMZNLow:AMZN
15.25AMZNDetails
Price/FCF
325.85
High:AMZN
325.85AMZNLow:AMZN
325.85AMZNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-81.19% | Feb 2018 | Jan 2020 | 23 |
-61.74% | Sep 2021 | Jun 2025 | 45 |
-18.93% | Sep 2020 | Feb 2021 | 5 |
-17.6% | Mar 2026 | - | 3 |
-7.41% | Mar 2021 | Jun 2021 | 3 |
-6.27% | Jul 2025 | Sep 2025 | 2 |
-1.92% | Feb 2020 | Mar 2020 | 1 |
-1.09% | Jul 2021 | Aug 2021 | 1 |