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-4.4%
This Month
+4.01%
Year To Date
+56.93%
2 Years
+108.26%
5 Years
+115.72%
10 Years
+17.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology71.55%
- 🚗 Consumer Durables27.51%
- 💵 Cash2.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.07%
Dividends
Dividend Yield
0.24%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AAPL (0.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.24% | 0.34% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
3.09
3.09
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
3.09
3.09
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.08
High:
TSLA
382.29TSLALow:AAPL
37.65AAPLDetails
PEG Ratio
130.22
High:AAPL
130.22AAPLLow:AAPL
130.22AAPLDetails
Price/Book
37.24
High:AAPL
42.87AAPLLow:TSLA
18.68TSLADetails
Price/Sales
10.56
High:TSLA
15.13TSLALow:AAPL
10.15AAPLDetails
Price/CF
28.35
High:TSLA
79.58TSLALow:AAPL
26.13AAPLDetails
Price/FCF
35.7
High:TSLA
187.89TSLALow:AAPL
32.24AAPLDetails
P/E Ratio
42.08
High:TSLA
382.29TSLALow:AAPL
37.65AAPLDetails
PEG Ratio
130.22
High:AAPL
130.22AAPLLow:AAPL
130.22AAPLDetails
Price/Book
37.24
High:AAPL
42.87AAPLLow:TSLA
18.68TSLADetails
Price/Sales
10.56
High:TSLA
15.13TSLALow:AAPL
10.15AAPLDetails
Price/CF
28.35
High:TSLA
79.58TSLALow:AAPL
26.13AAPLDetails
Price/FCF
35.7
High:TSLA
187.89TSLALow:AAPL
32.24AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.84% | Jan 2022 | Jul 2024 | 30 |
-19.88% | Jan 2025 | Sep 2025 | 8 |
-10.03% | Dec 2025 | May 2026 | 5 |
-4.4% | Jun 2026 | - | 1 |
-2.96% | Oct 2024 | Nov 2024 | 1 |
-2.77% | Sep 2021 | Oct 2021 | 1 |