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-0.5%
This Month
+17.32%
Year To Date
+53.53%
2 Years
+151.2%
5 Years
+151.2%
10 Years
+35.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services15.42%
- 🧬 Health Technology11.92%
- 📊 ETFs11.04%
- 🛍️ Retail Trade10.77%
- 🍞 Consumer Non Durables9.81%
- 💰 Finance9.03%
- 💻 Electronic Technology8.01%
- 🏥 Health Services7.47%
- 💇♀️ Consumer Services7.11%
- 💵 Cash6.15%
- 🚗 Consumer Durables4.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.12%
- 🇺🇸 Nasdaq42.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.92%
Dividends
Dividend Yield
1.39%
14 out of 19 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.77%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 8.9/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
1.65
1.65
0
0.5
1
2
2
Sortino Ratio
3.73
3.73
0
1
2
4
4
Jensen's Alpha
11.31
11.31
-2
0
2
12
12
Omega Ratio
2.33
2.33
0
1
1.5
3
3
Treynor Ratio
2.2
2.2
0
0.75
1.25
3
3
Information Ratio
1.07
1.07
0
0.3
0.6
2
2
Calmar Ratio
2.74
2.74
0
0.3
0.6
3
3
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
1.65
1.65
0
0.5
1
2
2
Sortino Ratio
3.73
3.73
0
1
2
4
4
Jensen's Alpha
11.31
11.31
-2
0
2
12
12
Omega Ratio
2.33
2.33
0
1
1.5
3
3
Treynor Ratio
2.2
2.2
0
0.75
1.25
3
3
Information Ratio
1.07
1.07
0
0.3
0.6
2
2
Calmar Ratio
2.74
2.74
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.84
High:
RDDT
130.05RDDTLow:
RIVN
-5.69RIVNDetails
PEG Ratio
151.24
High:
O
2,923.47OLow:RIVN
-12.81RIVNDetails
Price/Book
10.4
High:
LLY
39.05LLYLow:
PM
-21.45PMDetails
Price/Sales
6.7
High:RDDT
25.13RDDTLow:
UNH
0.68UNHDetails
Price/CF
26.38
High:RDDT
90.7RDDTLow:
ALLY
3.39ALLYDetails
Price/FCF
67.8
High:
SBUX
1,256.06SBUXLow:
C
9.31CDetails
P/E Ratio
35.84
High:RDDT
130.05RDDTLow:RIVN
-5.69RIVNDetails
PEG Ratio
151.24
High:O
2,923.47OLow:RIVN
-12.81RIVNDetails
Price/Book
10.4
High:LLY
39.05LLYLow:PM
-21.45PMDetails
Price/Sales
6.7
High:RDDT
25.13RDDTLow:UNH
0.68UNHDetails
Price/CF
26.38
High:RDDT
90.7RDDTLow:ALLY
3.39ALLYDetails
Price/FCF
67.8
High:SBUX
1,256.06SBUXLow:C
9.31CDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.65% | Aug 2023 | Dec 2023 | 4 |
-9.46% | Mar 2025 | Jun 2025 | 3 |
-2.57% | Dec 2024 | Jan 2025 | 1 |
-2.55% | Apr 2023 | May 2023 | 1 |
-2.28% | Apr 2024 | May 2024 | 1 |
-1.84% | Jan 2024 | Feb 2024 | 1 |
-0.74% | Oct 2024 | Nov 2024 | 1 |
-0.59% | Jul 2024 | Aug 2024 | 1 |
-0.5% | Dec 2025 | - | 1 |
-0.22% | Jul 2025 | Aug 2025 | 1 |