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-0.02%
This Month
+6.46%
Year To Date
+61.81%
2 Years
+99.05%
5 Years
+99.05%
10 Years
+21.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services48.96%
- 📡 Communications44.42%
- 💵 Cash11.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE93.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States93.38%
Dividends
Dividend Yield
1.72%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $T (3.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 T | 1.72% | 3.87% | $1.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
5.1
5.1
-2
0
2
6
6
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
1.16
1.16
0
0.3
0.6
2
2
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
5.1
5.1
-2
0
2
6
6
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
1.16
1.16
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
9.52
High:
LTH
15.8LTHLow:T
9.4TDetails
PEG Ratio
11.13
High:LTH
13.08LTHLow:T
8.99TDetails
Price/Book
1.83
High:LTH
1.85LTHLow:T
1.83TDetails
Price/Sales
1.63
High:LTH
1.98LTHLow:T
1.62TDetails
Price/CF
4.43
High:LTH
6.92LTHLow:T
4.38TDetails
Price/FCF
16.09
High:LTH
88.47LTHLow:T
15.68TDetails
P/E Ratio
9.52
High:LTH
15.8LTHLow:T
9.4TDetails
PEG Ratio
11.13
High:LTH
13.08LTHLow:T
8.99TDetails
Price/Book
1.83
High:LTH
1.85LTHLow:T
1.83TDetails
Price/Sales
1.63
High:LTH
1.98LTHLow:T
1.62TDetails
Price/CF
4.43
High:LTH
6.92LTHLow:T
4.38TDetails
Price/FCF
16.09
High:LTH
88.47LTHLow:T
15.68TDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.27% | Aug 2023 | Jul 2024 | 11 |
-13.83% | Jul 2025 | - | 9 |
-4.78% | May 2023 | Jun 2023 | 1 |
-4.09% | Dec 2024 | Jan 2025 | 1 |
-3.86% | Dec 2022 | Jan 2023 | 1 |
-3% | Oct 2024 | Nov 2024 | 1 |
-2.98% | Apr 2025 | Jun 2025 | 2 |