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+6.21%
This Month
+12%
Year To Date
+64.68%
2 Years
+129.21%
5 Years
+129.21%
10 Years
+36.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs77.88%
- 🧩 Miscellaneous19.83%
- 🪙 Cryptocurrencies1.6%
- 💰 Finance0.6%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE70.34%
- 🇺🇸 Nasdaq27.97%
- 🌍 Digital Currency1.6%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.6%
Dividends
Dividend Yield
0.08%
1 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.08% | 0.38% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
11.43
11.43
-2
0
2
12
12
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
11.43
11.43
-2
0
2
12
12
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
14.41
High:
UPST
79.04UPSTLow:
BRK.B
14.4BRK.BDetails
PEG Ratio
46.97
High:UPST
46.97UPSTLow:UPST
46.97UPSTDetails
Price/Book
1.43
High:UPST
4UPSTLow:BRK.B
1.43BRK.BDetails
Price/Sales
2.78
High:BRK.B
2.78BRK.BLow:UPST
2.61UPSTDetails
Price/CF
22.72
High:UPST
36.1UPSTLow:BRK.B
22.72BRK.BDetails
Price/FCF
43.3
High:BRK.B
43.3BRK.BLow:UPST
36.14UPSTDetails
P/E Ratio
14.41
High:UPST
79.04UPSTLow:BRK.B
14.4BRK.BDetails
PEG Ratio
46.97
High:UPST
46.97UPSTLow:UPST
46.97UPSTDetails
Price/Book
1.43
High:UPST
4UPSTLow:BRK.B
1.43BRK.BDetails
Price/Sales
2.78
High:BRK.B
2.78BRK.BLow:UPST
2.61UPSTDetails
Price/CF
22.72
High:UPST
36.1UPSTLow:BRK.B
22.72BRK.BDetails
Price/FCF
43.3
High:BRK.B
43.3BRK.BLow:UPST
36.14UPSTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.5% | Aug 2023 | Sep 2024 | 13 |
-9.02% | Feb 2025 | Jun 2025 | 4 |
-8.48% | Nov 2025 | Apr 2026 | 5 |
-2.26% | Apr 2023 | May 2023 | 1 |
-0.88% | Dec 2024 | Jan 2025 | 1 |
-0.71% | Oct 2024 | Nov 2024 | 1 |