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-6.57%
This Month
-14.34%
Year To Date
+200.43%
2 Years
+153.18%
5 Years
+153.18%
10 Years
+23.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables78.83%
- 🛠️ Producer Manufacturing21.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE78.83%
- 🇺🇸 Nasdaq21.17%
Countries Breakdown
- Country
- Total
- 🇨🇳 China78.83%
- 🇮🇱 Israel21.17%
Dividends
Dividend Yield
0%
0 out of 2 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 6.3/10
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
29.28
29.28
-2
0
2
30
30
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
29.28
29.28
-2
0
2
30
30
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-29.78
High:
SEDG
-5.5SEDGLow:
XPEV
-38.12XPEVDetails
PEG Ratio
-60.01
High:SEDG
-7.06SEDGLow:XPEV
-74.24XPEVDetails
Price/Book
3.64
High:SEDG
5.34SEDGLow:XPEV
3.58XPEVDetails
Price/Sales
1.56
High:SEDG
1.91SEDGLow:XPEV
1.54XPEVDetails
Price/CF
17.13
High:XPEV
17.16XPEVLow:SEDG
16.54SEDGDetails
Price/FCF
39.04
High:XPEV
40.71XPEVLow:SEDG
21.35SEDGDetails
P/E Ratio
-29.78
High:SEDG
-5.5SEDGLow:XPEV
-38.12XPEVDetails
PEG Ratio
-60.01
High:SEDG
-7.06SEDGLow:XPEV
-74.24XPEVDetails
Price/Book
3.64
High:SEDG
5.34SEDGLow:XPEV
3.58XPEVDetails
Price/Sales
1.56
High:SEDG
1.91SEDGLow:XPEV
1.54XPEVDetails
Price/CF
17.13
High:XPEV
17.16XPEVLow:SEDG
16.54SEDGDetails
Price/FCF
39.04
High:XPEV
40.71XPEVLow:SEDG
21.35SEDGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.81% | Dec 2021 | Aug 2024 | 32 |
-26.99% | Oct 2025 | - | 6 |
-18.75% | Mar 2025 | Aug 2025 | 5 |