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-1.83%
This Month
-7.62%
Year To Date
+39.18%
2 Years
+432.96%
5 Years
+432.96%
10 Years
+67.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables43.51%
- 📊 ETFs40.58%
- 💰 Finance12.06%
- 💵 Cash5.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.64%
- 🇺🇸 Nasdaq43.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.57%
Dividends
Dividend Yield
0.5%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BX (4.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BX | 0.5% | 4.16% | $3.36 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.9/10
Beta
2.94
2.94
0
0.8
1.2
0
3
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
2.52
2.52
0
1
2
3
3
Jensen's Alpha
56.85
56.85
-2
0
2
57
57
Omega Ratio
2.83
2.83
0
1
1.5
3
3
Treynor Ratio
2.58
2.58
0
0.75
1.25
3
3
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
1.1
1.1
0
0.3
0.6
2
2
Beta
2.94
2.94
0
0.8
1.2
0
3
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
2.52
2.52
0
1
2
3
3
Jensen's Alpha
56.85
56.85
-2
0
2
57
57
Omega Ratio
2.83
2.83
0
1
1.5
3
3
Treynor Ratio
2.58
2.58
0
0.75
1.25
3
3
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
1.1
1.1
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
292.05
High:
TSLA
377.27TSLALow:BX
29.51BXDetails
PEG Ratio
439.87
High:BX
439.87BXLow:BX
439.87BXDetails
Price/Book
18.47
High:TSLA
18.54TSLALow:BX
16.19BXDetails
Price/Sales
14.65
High:TSLA
15.15TSLALow:BX
6.37BXDetails
Price/CF
106.18
High:TSLA
107.92TSLALow:BX
64.88BXDetails
Price/FCF
255.88
High:TSLA
255.88TSLALow:TSLA
255.88TSLADetails
P/E Ratio
292.05
High:TSLA
377.27TSLALow:BX
29.51BXDetails
PEG Ratio
439.87
High:BX
439.87BXLow:BX
439.87BXDetails
Price/Book
18.47
High:TSLA
18.54TSLALow:BX
16.19BXDetails
Price/Sales
14.65
High:TSLA
15.15TSLALow:BX
6.37BXDetails
Price/CF
106.18
High:TSLA
107.92TSLALow:BX
64.88BXDetails
Price/FCF
255.88
High:TSLA
255.88TSLALow:TSLA
255.88TSLADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.28% | Aug 2023 | - | 32 |