Loading...
-1.53%
This Month
-0.51%
Year To Date
+49.99%
2 Years
+104.37%
5 Years
+104.37%
10 Years
+22.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology31.64%
- 📊 ETFs27.41%
- 🍞 Consumer Non Durables13.84%
- 🖥️ Technology Services8.42%
- 🚗 Consumer Durables3.97%
- 📡 Communications3.82%
- 🛍️ Retail Trade2.79%
- 💵 Cash2.78%
- 🧬 Health Technology1.85%
- 💇♀️ Consumer Services1.67%
- 💼 Commercial Services1.55%
- 🪙 Cryptocurrencies0.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.95%
- 🇺🇸 NYSE35.01%
- 🌍 Digital Currency0.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.54%
Dividends
Dividend Yield
0.87%
11 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VZ (5.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
1.23
1.23
0
0.5
1
2
2
Sortino Ratio
2.84
2.84
0
1
2
3
3
Jensen's Alpha
5.74
5.74
-2
0
2
6
6
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.93
1.93
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
2.27
2.27
0
0.3
0.6
3
3
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
1.23
1.23
0
0.5
1
2
2
Sortino Ratio
2.84
2.84
0
1
2
3
3
Jensen's Alpha
5.74
5.74
-2
0
2
6
6
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.93
1.93
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
2.27
2.27
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
33.95
High:
TSLA
377.27TSLALow:
PYPL
8.64PYPLDetails
PEG Ratio
83.42
High:
EBAY
204.24EBAYLow:PYPL
24.44PYPLDetails
Price/Book
16.22
High:
AAPL
43.77AAPLLow:
SBUX
-13.19SBUXDetails
Price/Sales
11.21
High:
NVDA
20.71NVDALow:PYPL
1.32PYPLDetails
Price/CF
32.25
High:TSLA
107.92TSLALow:
VZ
4.65VZDetails
Price/FCF
53.77
High:
PEP
5,797.72PEPLow:PYPL
10.09PYPLDetails
P/E Ratio
33.95
High:TSLA
377.27TSLALow:PYPL
8.64PYPLDetails
PEG Ratio
83.42
High:EBAY
204.24EBAYLow:PYPL
24.44PYPLDetails
Price/Book
16.22
High:AAPL
43.77AAPLLow:SBUX
-13.19SBUXDetails
Price/Sales
11.21
High:NVDA
20.71NVDALow:PYPL
1.32PYPLDetails
Price/CF
32.25
High:TSLA
107.92TSLALow:VZ
4.65VZDetails
Price/FCF
53.77
High:PEP
5,797.72PEPLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.48% | Dec 2024 | Jun 2025 | 6 |
-7.12% | Aug 2023 | Nov 2023 | 3 |
-3.72% | Mar 2024 | Jun 2024 | 3 |
-3.52% | Apr 2023 | Jun 2023 | 2 |
-3.43% | Jan 2024 | Feb 2024 | 1 |
-2.96% | Nov 2025 | - | 5 |
-1.62% | Dec 2022 | Jan 2023 | 1 |
-1.61% | Oct 2024 | Nov 2024 | 1 |