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+0.92%
This Month
+14.12%
Year To Date
+43.49%
2 Years
+42.45%
5 Years
+97.23%
10 Years
+11.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.07%
- 💻 Electronic Technology14%
- 🖥️ Technology Services12.89%
- 🛍️ Retail Trade7.36%
- 💇♀️ Consumer Services7.19%
- 💰 Finance6.27%
- 🚗 Consumer Durables4.77%
- 🍞 Consumer Non Durables0.78%
- 🚚 Transportation0.66%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.91%
- 🇺🇸 NYSE38.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.13%
- 🇨🇦 Canada0.78%
Dividends
Dividend Yield
0.26%
12 out of 29 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $O (5.48%)
Performance Metrics
Score 4.3/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
-0.98
-0.98
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
-0.98
-0.98
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.59
High:
TSLA
304.02TSLALow:
CRWD
-405.28CRWDDetails
PEG Ratio
334.09
High:
O
2,996.38OLow:
UBER
4.23UBERDetails
Price/Book
18.27
High:
MA
62.12MALow:
MAR
-25.27MARDetails
Price/Sales
10.33
High:CRWD
28.19CRWDLow:
COST
1.45COSTDetails
Price/CF
33.74
High:TSLA
99.57TSLALow:
LULU
12.1LULUDetails
Price/FCF
59.64
High:
SBUX
1,256.06SBUXLow:
ADBE
15.76ADBEDetails
P/E Ratio
40.59
High:TSLA
304.02TSLALow:CRWD
-405.28CRWDDetails
PEG Ratio
334.09
High:O
2,996.38OLow:UBER
4.23UBERDetails
Price/Book
18.27
High:MA
62.12MALow:MAR
-25.27MARDetails
Price/Sales
10.33
High:CRWD
28.19CRWDLow:COST
1.45COSTDetails
Price/CF
33.74
High:TSLA
99.57TSLALow:LULU
12.1LULUDetails
Price/FCF
59.64
High:SBUX
1,256.06SBUXLow:ADBE
15.76ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.67% | Sep 2021 | Jun 2024 | 33 |
-10.14% | Feb 2025 | Jun 2025 | 4 |
-6.64% | Sep 2020 | Nov 2020 | 2 |
-3.43% | Feb 2020 | Apr 2020 | 2 |
-1.54% | May 2021 | Jun 2021 | 1 |
-1.52% | Jul 2024 | Aug 2024 | 1 |
-1.4% | Jan 2021 | Apr 2021 | 3 |
-1.38% | Nov 2025 | - | 2 |
-0.5% | Sep 2019 | Oct 2019 | 1 |
-0.49% | Dec 2024 | Jan 2025 | 1 |
-0.01% | Oct 2024 | Nov 2024 | 1 |