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-1.12%
This Month
-0.69%
Year To Date
+352.28%
2 Years
+140.28%
5 Years
+143.59%
10 Years
+18.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.48%
- 💵 Cash19.87%
- 🏥 Health Services19.44%
- ⚡ Utilities19.13%
- 🚗 Consumer Durables10.01%
- 🪙 Cryptocurrencies3.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.62%
- 🇺🇸 NYSE19.44%
- 🌍 Digital Currency3.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.06%
Dividends
Dividend Yield
0.78%
4 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
8.44
8.44
-2
0
2
9
9
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
8.44
8.44
-2
0
2
9
9
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.5
High:
TSLA
377.27TSLALow:
UNH
22.13UNHDetails
PEG Ratio
88.65
High:
MSFT
88.65MSFTLow:MSFT
88.65MSFTDetails
Price/Book
7.72
High:TSLA
18.54TSLALow:UNH
2.81UNHDetails
Price/Sales
4.53
High:TSLA
15.15TSLALow:UNH
0.59UNHDetails
Price/CF
18.76
High:TSLA
107.92TSLALow:
META
14.62METADetails
Price/FCF
52.85
High:TSLA
255.88TSLALow:UNH
36.82UNHDetails
P/E Ratio
34.5
High:TSLA
377.27TSLALow:UNH
22.13UNHDetails
PEG Ratio
88.65
High:MSFT
88.65MSFTLow:MSFT
88.65MSFTDetails
Price/Book
7.72
High:TSLA
18.54TSLALow:UNH
2.81UNHDetails
Price/Sales
4.53
High:TSLA
15.15TSLALow:UNH
0.59UNHDetails
Price/CF
18.76
High:TSLA
107.92TSLALow:META
14.62METADetails
Price/FCF
52.85
High:TSLA
255.88TSLALow:UNH
36.82UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.15% | Feb 2021 | Nov 2024 | 45 |
-13.48% | Mar 2025 | May 2025 | 2 |
-7.73% | Nov 2025 | - | 5 |