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0%
Today
+1.39%
This Month
+10.6%
Year To Date
+37.78%
2 Years
+153.38%
5 Years
+16.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services48.67%
- 📊 ETFs32.99%
- 🛍️ Retail Trade5.78%
- 🏭 Industrial Services4.59%
- 💻 Electronic Technology4.08%
- 🍞 Consumer Non Durables3.89%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.48%
- 🇺🇸 NYSE44.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.97%
- 🇮🇪 Ireland3.04%
Dividends
Dividend Yield
1.43%
7 out of 8 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SCHD (3.97%)
Performance Metrics
Score 7/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
4.86
4.86
-2
0
2
5
5
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
4.86
4.86
-2
0
2
5
5
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.57
High:
MSFT
39.41MSFTLow:
ACN
22.48ACNDetails
PEG Ratio
894.65
High:
KO
9,978.59KOLow:
AMZN
51.31AMZNDetails
Price/Book
11.9
High:
AAPL
47.23AAPLLow:ACN
5.76ACNDetails
Price/Sales
11.16
High:MSFT
14.09MSFTLow:ACN
2.6ACNDetails
Price/CF
21.64
High:KO
282.33KOLow:
WM
17.88WMDetails
Price/FCF
60.7
High:KO
272.99KOLow:ACN
29.99ACNDetails
P/E Ratio
38.57
High:MSFT
39.41MSFTLow:ACN
22.48ACNDetails
PEG Ratio
894.65
High:KO
9,978.59KOLow:AMZN
51.31AMZNDetails
Price/Book
11.9
High:AAPL
47.23AAPLLow:ACN
5.76ACNDetails
Price/Sales
11.16
High:MSFT
14.09MSFTLow:ACN
2.6ACNDetails
Price/CF
21.64
High:KO
282.33KOLow:WM
17.88WMDetails
Price/FCF
60.7
High:KO
272.99KOLow:ACN
29.99ACNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.95% | Jan 2020 | Nov 2020 | 10 |
-17.79% | Jan 2022 | Mar 2023 | 14 |
-7.65% | Dec 2024 | May 2025 | 5 |
-6.22% | Aug 2023 | Nov 2023 | 3 |
-5.48% | Apr 2024 | Jun 2024 | 2 |
-4.64% | Sep 2021 | Oct 2021 | 1 |
-3.05% | Oct 2024 | Nov 2024 | 1 |
-3.02% | Jan 2021 | Feb 2021 | 1 |
-2.32% | Nov 2021 | Dec 2021 | 1 |
-1.93% | Jul 2024 | Sep 2024 | 2 |
-0.08% | Jun 2021 | Jul 2021 | 1 |