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+2.29%
This Month
+7.36%
Year To Date
+38.65%
2 Years
+294.97%
5 Years
+294.97%
10 Years
+43.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs59.24%
- 🖥️ Technology Services20.07%
- 🪙 Cryptocurrencies6.91%
- 💰 Finance4.49%
- 🍞 Consumer Non Durables3.81%
- 🚗 Consumer Durables2.74%
- 💻 Electronic Technology1.66%
- ❓ Other1.08%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.05%
- 🇺🇸 Nasdaq24.47%
- 🌍 Digital Currency6.91%
- Regular Trading Hours - RTH5.56%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.76%
Dividends
Dividend Yield
0.16%
6 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FRCB (360000%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
1.43
1.43
0
0.5
1
2
2
Sortino Ratio
3.97
3.97
0
1
2
4
4
Jensen's Alpha
17.71
17.71
-2
0
2
18
18
Omega Ratio
3.5
3.5
0
1
1.5
4
4
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
1.25
1.25
0
0.3
0.6
2
2
Calmar Ratio
3.43
3.43
0
0.3
0.6
4
4
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
1.43
1.43
0
0.5
1
2
2
Sortino Ratio
3.97
3.97
0
1
2
4
4
Jensen's Alpha
17.71
17.71
-2
0
2
18
18
Omega Ratio
3.5
3.5
0
1
1.5
4
4
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
1.25
1.25
0
0.3
0.6
2
2
Calmar Ratio
3.43
3.43
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
29.41
High:
TSLA
372.52TSLALow:
FRCB
-FRCBDetails
PEG Ratio
228.35
High:
META
401.05METALow:
GOOG
58.58GOOGDetails
Price/Book
7.37
High:
AAPL
45.67AAPLLow:FRCB
0FRCBDetails
Price/Sales
8.3
High:TSLA
14.74TSLALow:FRCB
0FRCBDetails
Price/CF
17.59
High:TSLA
79.58TSLALow:META
11.83METADetails
Price/FCF
47.24
High:
KO
208.03KOLow:
BRK.B.RTH
29.33BRK.B.RTHDetails
P/E Ratio
29.41
High:TSLA
372.52TSLALow:FRCB
-FRCBDetails
PEG Ratio
228.35
High:META
401.05METALow:GOOG
58.58GOOGDetails
Price/Book
7.37
High:AAPL
45.67AAPLLow:FRCB
0FRCBDetails
Price/Sales
8.3
High:TSLA
14.74TSLALow:FRCB
0FRCBDetails
Price/CF
17.59
High:TSLA
79.58TSLALow:META
11.83METADetails
Price/FCF
47.24
High:KO
208.03KOLow:BRK.B.RTH
29.33BRK.B.RTHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.66% | Feb 2025 | Jun 2025 | 4 |
-12.43% | Nov 2025 | May 2026 | 6 |
-6.71% | Apr 2024 | Jun 2024 | 2 |
-6.61% | Aug 2023 | Nov 2023 | 3 |
-4.95% | Jun 2026 | Sep 2026 | 3 |
-0.04% | Jul 2024 | Aug 2024 | 1 |
-0.03% | Aug 2025 | Sep 2025 | 1 |