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-0.42%
This Month
-4.81%
Year To Date
+60.63%
2 Years
+97.42%
5 Years
+97.42%
10 Years
+16.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology67.44%
- 🚗 Consumer Durables31.58%
- 💵 Cash1.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.02%
Dividends
Dividend Yield
0.26%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AAPL (0.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.26% | 0.39% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
3.61
3.61
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
3.61
3.61
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.35
High:
TSLA
381.63TSLALow:AAPL
33.39AAPLDetails
PEG Ratio
130.52
High:AAPL
130.52AAPLLow:AAPL
130.52AAPLDetails
Price/Book
36.95
High:AAPL
43.99AAPLLow:TSLA
18.75TSLADetails
Price/Sales
9.53
High:TSLA
15.33TSLALow:AAPL
8.97AAPLDetails
Price/CF
33.3
High:TSLA
107.92TSLALow:AAPL
29.89AAPLDetails
Price/FCF
42.71
High:TSLA
255.88TSLALow:AAPL
37.55AAPLDetails
P/E Ratio
38.35
High:TSLA
381.63TSLALow:AAPL
33.39AAPLDetails
PEG Ratio
130.52
High:AAPL
130.52AAPLLow:AAPL
130.52AAPLDetails
Price/Book
36.95
High:AAPL
43.99AAPLLow:TSLA
18.75TSLADetails
Price/Sales
9.53
High:TSLA
15.33TSLALow:AAPL
8.97AAPLDetails
Price/CF
33.3
High:TSLA
107.92TSLALow:AAPL
29.89AAPLDetails
Price/FCF
42.71
High:TSLA
255.88TSLALow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.84% | Jan 2022 | Jul 2024 | 30 |
-19.88% | Jan 2025 | Sep 2025 | 8 |
-5.02% | Dec 2025 | - | 3 |
-2.96% | Oct 2024 | Nov 2024 | 1 |
-2.77% | Sep 2021 | Oct 2021 | 1 |