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-2.32%
This Month
-2.16%
Year To Date
+33.95%
2 Years
+74.28%
5 Years
+74.28%
10 Years
+24.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs81.09%
- 💰 Finance8.5%
- 🖥️ Technology Services3.91%
- 🍞 Consumer Non Durables2.78%
- 🛍️ Retail Trade1.69%
- 🪨 Non Energy Minerals1.45%
- 🚚 Transportation0.58%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.44%
- 🇺🇸 Nasdaq43.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.02%
- 🇮🇪 Ireland1.69%
- 🇿🇦 South Africa1.45%
- 🇨🇦 Canada1.21%
- 🇨🇳 China0.53%
Dividends
Dividend Yield
0.08%
5 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (2.75%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.3/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.34
1.34
0
0.5
1
2
2
Sortino Ratio
2.5
2.5
0
1
2
3
3
Jensen's Alpha
1.39
1.39
-2
0
2
4.5
4.5
Omega Ratio
1.46
1.46
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
2.53
2.53
0
0.3
0.6
3
3
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.34
1.34
0
0.5
1
2
2
Sortino Ratio
2.5
2.5
0
1
2
3
3
Jensen's Alpha
1.39
1.39
-2
0
2
4.5
4.5
Omega Ratio
1.46
1.46
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
2.53
2.53
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
20.87
High:
NKE
34.38NKELow:
PDD
10.58PDDDetails
PEG Ratio
156.4
High:
UBER
555.04UBERLow:
DRD
17.75DRDDetails
Price/Book
2.86
High:
GOOG
8.83GOOGLow:
BRK.B
1.47BRK.BDetails
Price/Sales
4.63
High:GOOG
9.21GOOGLow:
LULU
1.85LULUDetails
Price/CF
23.1
High:NKE
31.32NKELow:
HMY
7.18HMYDetails
Price/FCF
51.5
High:NKE
947.69NKELow:UBER
17.63UBERDetails
P/E Ratio
20.87
High:NKE
34.38NKELow:PDD
10.58PDDDetails
PEG Ratio
156.4
High:UBER
555.04UBERLow:DRD
17.75DRDDetails
Price/Book
2.86
High:GOOG
8.83GOOGLow:BRK.B
1.47BRK.BDetails
Price/Sales
4.63
High:GOOG
9.21GOOGLow:LULU
1.85LULUDetails
Price/CF
23.1
High:NKE
31.32NKELow:HMY
7.18HMYDetails
Price/FCF
51.5
High:NKE
947.69NKELow:UBER
17.63UBERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.68% | Aug 2023 | Nov 2023 | 3 |
-8.08% | Feb 2025 | Jun 2025 | 4 |
-4.29% | Apr 2024 | May 2024 | 1 |
-3.23% | Feb 2026 | - | 2 |
-1.12% | Oct 2024 | Nov 2024 | 1 |
-0.68% | Dec 2024 | Jan 2025 | 1 |
-0.44% | Dec 2025 | Jan 2026 | 1 |
-0.21% | Jul 2024 | Aug 2024 | 1 |