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-1.68%
This Month
-7.15%
Year To Date
+31.13%
2 Years
+31.97%
5 Years
+103.23%
10 Years
+13.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services18.67%
- 💻 Electronic Technology16.01%
- 📊 ETFs11.86%
- 💵 Cash11.66%
- 💰 Finance11.58%
- 🛍️ Retail Trade6.56%
- 🍞 Consumer Non Durables5.97%
- 🛠️ Producer Manufacturing5.77%
- 🏭 Industrial Services3.58%
- 👥 Copy Trading3.42%
- 🚗 Consumer Durables2.92%
- 🚚 Transportation2.41%
- 🏥 Health Services2.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.16%
- 🇺🇸 NYSE29.8%
- 🇨🇭 SIX0.17%
- 🇬🇧 LSE0.14%
- 🇩🇪 FRA0.1%
- 🇳🇱 Euronext Amsterdam0.09%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🇫🇷 Euronext Paris0.07%
- 🇪🇸 Bolsa De Madrid0.07%
- 🇦🇪 Dubai Financial Market0.07%
- 🇩🇰 Copenhagen Stock Exchange0.06%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.02%
- 🇭🇰 Hong Kong Exchanges0.02%
- Regular Trading Hours - RTH0.01%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.14%
- 🇺🇾 Uruguay4.16%
- 🇸🇬 Singapore2.41%
- 🇰🇾 Cayman Islands1.85%
- 🇹🇼 Taiwan0.28%
- 🇨🇭 Switzerland0.17%
- 🇨🇦 Canada0.15%
- 🇳🇱 Netherlands0.14%
- 🇩🇪 Germany0.1%
- 🇸🇪 Sweden0.08%
- 🇫🇷 France0.07%
- 🇪🇸 Spain0.07%
- 🇩🇰 Denmark0.06%
- 🇳🇴 Norway0.04%
- 🇬🇧 United Kingdom0.04%
- 🇰🇷 South Korea0.03%
- 🇫🇮 Finland0.02%
- 🇱🇺 Luxembourg0.02%
- 🇨🇳 China0.02%
- 🇧🇷 Brazil0.02%
- 🇮🇱 Israel0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.36%
13 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EPD (5.85%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
-3.1
-3.1
-4
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
-3.1
-3.1
-4
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.9
High:
TSLA
377.27TSLALow:
CRWD
-322.68CRWDDetails
PEG Ratio
-149.38
High:
V
564.33VLow:
RKLB
-9,779.22RKLBDetails
Price/Book
8.83
High:
MA
60.42MALow:
BRK.B
1.47BRK.BDetails
Price/Sales
6.89
High:RKLB
68.41RKLBLow:
JBL
0.89JBLDetails
Price/CF
30.88
High:TSLA
107.92TSLALow:
EPD
8.09EPDDetails
Price/FCF
73.19
High:EPD
511.93EPDLow:
NU
9.68NUDetails
P/E Ratio
37.9
High:TSLA
377.27TSLALow:CRWD
-322.68CRWDDetails
PEG Ratio
-149.38
High:V
564.33VLow:RKLB
-9,779.22RKLBDetails
Price/Book
8.83
High:MA
60.42MALow:BRK.B
1.47BRK.BDetails
Price/Sales
6.89
High:RKLB
68.41RKLBLow:JBL
0.89JBLDetails
Price/CF
30.88
High:TSLA
107.92TSLALow:EPD
8.09EPDDetails
Price/FCF
73.19
High:EPD
511.93EPDLow:NU
9.68NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.92% | Nov 2021 | Nov 2024 | 36 |
-12.03% | Nov 2025 | - | 5 |
-7.89% | Feb 2025 | May 2025 | 3 |
-6.15% | Jul 2021 | Oct 2021 | 3 |
-3.31% | Sep 2020 | Nov 2020 | 2 |
-2.27% | Dec 2024 | Jan 2025 | 1 |