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+0.87%
This Month
-2.23%
Year To Date
+72.68%
2 Years
+79.43%
5 Years
+296.01%
10 Years
+28.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash37.35%
- 💻 Electronic Technology30.12%
- 🖥️ Technology Services18.55%
- 📊 ETFs9.02%
- 🪙 Cryptocurrencies3.79%
- 💰 Finance3.02%
- 🛍️ Retail Trade1.5%
- 💼 Commercial Services1.37%
- 🚗 Consumer Durables1.22%
- 💇♀️ Consumer Services0.73%
- 🍞 Consumer Non Durables0.72%
- ⛏️ Energy Minerals0.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.48%
- 🇺🇸 NYSE16.95%
- 🌍 Digital Currency3.79%
- Regular Trading Hours - RTH2.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.94%
- 🇳🇱 Netherlands1.13%
- 🇨🇦 Canada0.79%
Dividends
Dividend Yield
0.22%
14 out of 28 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (4.95%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
10.82
10.82
-2
0
2
11
11
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
10.82
10.82
-2
0
2
11
11
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.09
High:
TSLA
374.83TSLALow:
U
-19.73UDetails
PEG Ratio
100.16
High:
MCD
577.14MCDLow:U
-45.53UDetails
Price/Book
16.51
High:
MA
60.2MALow:MCD
-132.92MCDDetails
Price/Sales
12.52
High:
PLTR
83.48PLTRLow:
WMT
1.43WMTDetails
Price/CF
39.74
High:PLTR
214.31PLTRLow:
XOM
9.81XOMDetails
Price/FCF
61.89
High:
KO
272.99KOLow:
XYZ
16.48XYZDetails
P/E Ratio
41.09
High:TSLA
374.83TSLALow:U
-19.73UDetails
PEG Ratio
100.16
High:MCD
577.14MCDLow:U
-45.53UDetails
Price/Book
16.51
High:MA
60.2MALow:MCD
-132.92MCDDetails
Price/Sales
12.52
High:PLTR
83.48PLTRLow:WMT
1.43WMTDetails
Price/CF
39.74
High:PLTR
214.31PLTRLow:XOM
9.81XOMDetails
Price/FCF
61.89
High:KO
272.99KOLow:XYZ
16.48XYZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.69% | Nov 2021 | Jun 2025 | 43 |
-11.41% | Sep 2020 | Nov 2020 | 2 |
-10.66% | Mar 2020 | Jun 2020 | 3 |
-10.52% | Nov 2025 | - | 5 |
-6.57% | May 2021 | Jun 2021 | 1 |
-3.87% | Feb 2021 | Mar 2021 | 1 |
-0.25% | Sep 2021 | Oct 2021 | 1 |