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-2.83%
This Month
+0.74%
Year To Date
+42.55%
2 Years
+23.64%
5 Years
-6.52%
10 Years
-1.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade39.27%
- 💻 Electronic Technology35.54%
- 🚗 Consumer Durables14.77%
- 💰 Finance3.3%
- 💼 Commercial Services3.14%
- 💵 Cash1.75%
- 💇♀️ Consumer Services1.52%
- 🧬 Health Technology0.96%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.65%
- 🇺🇸 NYSE27.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.19%
- 🇹🇼 Taiwan14.6%
- 🇮🇪 Ireland2.71%
Dividends
Dividend Yield
0.37%
6 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-13.89
-13.89
-14
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-13.89
-13.89
-14
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
44.1
High:
TSLA
377.27TSLALow:
MRNA
-7.96MRNADetails
PEG Ratio
242.57
High:
V
564.33VLow:MRNA
-36.57MRNADetails
Price/Book
11.89
High:
AAPL
43.77AAPLLow:
ETSY
-4.92ETSYDetails
Price/Sales
4.55
High:TSLA
15.15TSLALow:
WMT
1.44WMTDetails
Price/CF
27.92
High:
BA
163.87BALow:ETSY
9.88ETSYDetails
Price/FCF
77.45
High:
AMZN
325.85AMZNLow:ETSY
10.72ETSYDetails
P/E Ratio
44.1
High:TSLA
377.27TSLALow:MRNA
-7.96MRNADetails
PEG Ratio
242.57
High:V
564.33VLow:MRNA
-36.57MRNADetails
Price/Book
11.89
High:AAPL
43.77AAPLLow:ETSY
-4.92ETSYDetails
Price/Sales
4.55
High:TSLA
15.15TSLALow:WMT
1.44WMTDetails
Price/CF
27.92
High:BA
163.87BALow:ETSY
9.88ETSYDetails
Price/FCF
77.45
High:AMZN
325.85AMZNLow:ETSY
10.72ETSYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.58% | Jan 2021 | Oct 2025 | 57 |
-39.58% | Mar 2020 | Dec 2020 | 9 |
-4.34% | Nov 2025 | - | 5 |