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+0.15%
This Month
+21.48%
Year To Date
+57.89%
2 Years
+60.99%
5 Years
+110.87%
10 Years
+12.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash47.9%
- 📊 ETFs41.6%
- 💻 Electronic Technology7.24%
- 🚗 Consumer Durables0.86%
- 🪙 Cryptocurrencies0.7%
- 🖥️ Technology Services0.23%
- 🛍️ Retail Trade0.2%
- 💇♀️ Consumer Services0.08%
- 💰 Finance0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.8%
- 🇺🇸 Nasdaq17.17%
- 🇺🇸 Chicago Board Options Exchange1.25%
- 🌍 Digital Currency0.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.34%
- 🇹🇼 Taiwan3.25%
- 🇨🇳 China0.04%
Dividends
Dividend Yield
0.03%
5 out of 39 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $DELL (1.61%)
Performance Metrics
Score 3.6/10
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-5.71
-5.71
-6
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-5.71
-5.71
-6
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.99
High:
TSLA
306.67TSLALow:
SNOW
-54SNOWDetails
PEG Ratio
64.63
High:
COST
494.76COSTLow:
NIO
-136.88NIODetails
Price/Book
20.34
High:
NVDA
35.78NVDALow:
DELL
-33.09DELLDetails
Price/Sales
17.49
High:NVDA
22.9NVDALow:DELL
0.85DELLDetails
Price/CF
39.4
High:SNOW
106.88SNOWLow:
PTON
9.86PTONDetails
Price/FCF
68.07
High:TSLA
229.45TSLALow:PTON
10.17PTONDetails
P/E Ratio
40.99
High:TSLA
306.67TSLALow:SNOW
-54SNOWDetails
PEG Ratio
64.63
High:COST
494.76COSTLow:NIO
-136.88NIODetails
Price/Book
20.34
High:NVDA
35.78NVDALow:DELL
-33.09DELLDetails
Price/Sales
17.49
High:NVDA
22.9NVDALow:DELL
0.85DELLDetails
Price/CF
39.4
High:SNOW
106.88SNOWLow:PTON
9.86PTONDetails
Price/FCF
68.07
High:TSLA
229.45TSLALow:PTON
10.17PTONDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.83% | Jan 2022 | Mar 2024 | 26 |
-12.33% | Feb 2025 | Jun 2025 | 4 |
-11.67% | Feb 2020 | Aug 2020 | 6 |
-8.17% | Sep 2021 | Oct 2021 | 1 |
-6.8% | Apr 2024 | May 2024 | 1 |
-2.8% | Sep 2020 | Nov 2020 | 2 |
-1.63% | Oct 2024 | Nov 2024 | 1 |
-1.59% | Nov 2021 | Dec 2021 | 1 |
-1.44% | May 2021 | Jun 2021 | 1 |
-1.38% | Nov 2025 | - | 2 |
-1.36% | Feb 2021 | Apr 2021 | 2 |
-0.94% | Sep 2019 | Nov 2019 | 2 |
-0.87% | Dec 2024 | Jan 2025 | 1 |
-0.35% | Jul 2024 | Sep 2024 | 2 |